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 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.2K+ 13.69% |
$147K - $179K
|
18.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-324K- 4.1% |
$21.7M - $26.4M
|
7.59M
$633M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
65.7K+ 69.89% |
$4.39M - $5.35M
|
160K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.12K- 0.87% |
$142K - $173K
|
242K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-917- 4.37% |
$61.2K - $74.7K
|
20.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 2.67% |
$157K - $191K
|
90.2K
$7.52M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
143+ 0.47% |
$9.55K - $11.6K
|
30.4K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-370- 4.22% |
$24.7K - $30.1K
|
8.4K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 8.8% |
$135K - $164K
|
20.9K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-83- 0.58% |
$5.54K - $6.76K
|
14.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
20.3KNew |
$1.36M - $1.66M
|
20.3K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.11K- 1.05% |
$74.2K - $90.5K
|
105K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-13.5K- 28.78% |
$901K - $1.1M
|
33.4K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15KNew |
$999K - $1.22M
|
15K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
12.5KNew |
$838K - $1.02M
|
12.5K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-992- 16.45% |
$66.2K - $80.8K
|
5.04K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-192- 6.44% |
$12.8K - $15.6K
|
2.79K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.89K+ 6.72% |
$126K - $154K
|
30K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-409K- 62.76% |
$27.3M - $33.3M
|
243K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.1% |
$267 - $326
|
4K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.13K+ 6.28% |
$543K - $662K
|
138K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.6M- 4.72% |
$107M - $130M
|
32.3M
$2.7B
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
196+ 0.72% |
$13.1K - $16K
|
27.3K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
444+ 15.31% |
$29.7K - $36.2K
|
3.34K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
142+ 3.48% |
$9.48K - $11.6K
|
4.23K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-163- 5.35% |
$10.9K - $13.3K
|
2.89K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-46.6K- 2.98% |
$3.11M - $3.8M
|
1.52M
$127M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.81K- 5.11% |
$188K - $229K
|
52.2K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-155- 0.49% |
$10.4K - $12.6K
|
31.8K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
98+ 0.87% |
$6.54K - $7.98K
|
11.4K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.46K- 2.74% |
$231K - $282K
|
123K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
44.2K+ 16.38% |
$2.95M - $3.6M
|
314K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.21K- 4.06% |
$80.8K - $98.5K
|
28.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
468K+ 35.73% |
$31.3M - $38.1M
|
1.78M
$148M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-38.9K- 57.07% |
$2.6M - $3.17M
|
29.3K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-659- 14.9% |
$44K - $53.7K
|
3.77K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.5K- 9.89% |
$1.17M - $1.42M
|
159K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-122- 1.78% |
$8.15K - $9.93K
|
6.72K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-221- 0.57% |
$14.8K - $18K
|
38.5K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
305K+ 88.95% |
$20.3M - $24.8M
|
647K
$54M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
42.8K+ 19.45% |
$2.86M - $3.48M
|
263K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 4.85% |
$77.8K - $94.9K
|
25.2K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.23K- 2.89% |
$82.1K - $100K
|
41.2K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
17.7K+ 17.45% |
$1.18M - $1.44M
|
119K
$9.95M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-895- 2.26% |
$59.8K - $72.9K
|
38.8K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.04% |
$134 - $163
|
5.13K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-255- 0.18% |
$17K - $20.8K
|
145K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
20.8K+ 14.0% |
$1.39M - $1.69M
|
169K
$14.1M
|