Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-120K- 52.44% |
$8.05M - $9.81M
|
109K
$9.12M
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-64K- 54.61% |
$4.27M - $5.21M
|
53.2K
$4.44M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.08K+ 3.41% |
$72.1K - $87.9K
|
32.7K
$2.73M
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
57.2K+ 33.05% |
$3.82M - $4.66M
|
230K
$19.2M
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.69M- 21.16% |
$113M - $137M
|
6.29M
$525M
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
434+ 9.97% |
$29K - $35.3K
|
4.79K
$399K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.29KNew |
$86.4K - $105K
|
1.29K
$108K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.25K+ 407.3% |
$417K - $509K
|
7.78K
$649K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-563- 8.32% |
$37.6K - $45.8K
|
6.21K
$518K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.19K- 33.76% |
$614K - $748K
|
18K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-99.6K- 20.82% |
$6.65M - $8.11M
|
379K
$31.6M
|
|
May 15, 2025
Q1 2025
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
205K+ 2051.0% |
$13.7M - $16.7M
|
215K
$17.9M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.83KNew |
$122K - $149K
|
1.83K
$152K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 76.0% |
$257K - $314K
|
8.92K
$744K
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.14KNew |
$276K - $337K
|
4.14K
$345K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
586+ 7.15% |
$39.1K - $47.7K
|
8.78K
$733K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
10.8KNew |
$719K - $876K
|
10.8K
$898K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
27.7K+ 3463.67% |
$1.85M - $2.26M
|
28.5K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-3.36K- 51.7% |
$224K - $273K
|
3.14K
$262K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.76% |
$66.8 - $81.4
|
133
$11.1K
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-52- 0.78% |
$3.47K - $4.23K
|
6.64K
$554K
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.07K+ 35.37% |
$138K - $168K
|
7.9K
$659K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
725+ 5.72% |
$48.4K - $59K
|
13.4K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 0.11% |
$109K - $133K
|
1.51M
$126M
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
460+ 3.09% |
$30.7K - $37.5K
|
15.3K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
18.3K+ 19.36% |
$1.22M - $1.49M
|
113K
$9.43M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53K+ 26.68% |
$169K - $206K
|
12K
$1M
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.35K+ 0.93% |
$223K - $272K
|
364K
$30.3M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
404+ 0.73% |
$27K - $32.9K
|
55.6K
$4.64M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
62.4K+ 901.04% |
$4.17M - $5.08M
|
69.3K
$5.78M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.66K+ 34.89% |
$244K - $298K
|
14.1K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
153K+ 13.25% |
$10.2M - $12.4M
|
1.31M
$109M
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
78K+ 156.0% |
$5.21M - $6.35M
|
128K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
100KNew |
$6.68M - $8.15M
|
100K
$8.35M
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
42+ 0.2% |
$2.8K - $3.42K
|
21.2K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68.2K+ 39.63% |
$4.55M - $5.55M
|
240K
$20M
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-44.9K- 34.84% |
$3M - $3.66M
|
84K
$7.01M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.35K+ 1.44% |
$624K - $761K
|
661K
$55.1M
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
31New |
$2.07K - $2.52K
|
31
$2.59K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
635+ 9.54% |
$42.4K - $51.7K
|
7.29K
$608K
|
|
May 15, 2025
Q1 2025
|
Point State Capital LP
New York, NY |
BUY
|
- |
294KNew |
$19.6M - $23.9M
|
294K
$24.5M
|
|
May 15, 2025
Q1 2025
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
250K+ 11.76% |
$16.7M - $20.4M
|
2.38M
$198M
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.22K- 4.79% |
$81.6K - $99.5K
|
24.3K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.81K+ 3.69% |
$121K - $148K
|
50.9K
$4.24M
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.59K- 34.21% |
$640K - $780K
|
18.4K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-634- 8.35% |
$42.3K - $51.6K
|
6.96K
$581K
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
16.3K+ 103.65% |
$1.09M - $1.33M
|
32.1K
$2.67M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-458- 0.83% |
$30.6K - $37.3K
|
55K
$4.59M
|
|
May 15, 2025
Q1 2025
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
136KNew |
$9.1M - $11.1M
|
136K
$11.4M
|