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
|
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
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.2K+ 284.51% |
$1.42M - $1.73M
|
28.7K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-351- 2.51% |
$23.4K - $28.6K
|
13.7K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-264K- 0.9% |
$17.7M - $21.5M
|
29M
$2.42B
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-9K- 15.66% |
$601K - $733K
|
48.5K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 11.06% |
$845K - $1.03M
|
102K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
7New |
$467 - $570
|
7
$584
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$868 - $1.06K
|
7.53K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-10- 0.29% |
$668 - $814
|
3.45K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.48M+ 76.63% |
$99M - $121M
|
3.42M
$285M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.04% |
$200 - $244
|
6.86K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-129- 0.73% |
$8.61K - $10.5K
|
17.4K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
432K+ 66.24% |
$28.8M - $35.2M
|
1.08M
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
310K+ 10.57% |
$20.7M - $25.2M
|
3.24M
$270M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 3.54% |
$4.74K - $5.78K
|
1.94K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 2.23% |
$26.7K - $32.6K
|
18.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37.1K+ 652.09% |
$2.48M - $3.02M
|
42.8K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-136K- 7.32% |
$9.08M - $11.1M
|
1.72M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.53K+ 11.38% |
$235K - $287K
|
34.5K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.94KNew |
$263K - $321K
|
3.94K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.18K- 24.6% |
$78.5K - $95.7K
|
3.6K
$300K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.83K- 4.11% |
$122K - $149K
|
42.7K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.41% |
$66.8 - $81.4
|
72
$6.01K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-688- 7.77% |
$45.9K - $56K
|
8.16K
$681K
|