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
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
18.5KNew |
$1.24M - $1.51M
|
18.5K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 26.91% |
$12.5K - $15.2K
|
882
$73.6K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-28.9K- 2.57% |
$1.93M - $2.35M
|
1.1M
$91.5M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.2KNew |
$414K - $505K
|
6.2K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-27.8K- 0.77% |
$1.85M - $2.26M
|
3.59M
$300M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.16K+ 431.2% |
$144K - $176K
|
2.66K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
750+ 17.7% |
$50.1K - $61.1K
|
4.99K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
572+ 1.8% |
$38.2K - $46.6K
|
32.4K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.6KClosed |
$973K - $1.19M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$861K - $1.05M
|
12.9K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 7.62% |
$70.7K - $86.2K
|
15K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.98K- 8.36% |
$266K - $324K
|
43.7K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-27.8K- 3.34% |
$1.86M - $2.27M
|
805K
$67.2M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71K+ 24.67% |
$4.74M - $5.78M
|
359K
$30M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
247K+ 289.64% |
$16.5M - $20.1M
|
332K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
53+ 1.17% |
$3.54K - $4.32K
|
4.58K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
675+ 2.42% |
$45.1K - $55K
|
28.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.13% |
$521K - $635K
|
84.8K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
40.2K+ 111.05% |
$2.68M - $3.27M
|
76.4K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-899- 22.26% |
$60K - $73.2K
|
3.14K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
7.93K+ 4.6% |
$530K - $646K
|
180K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-71- 0.19% |
$4.74K - $5.78K
|
37.1K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
51+ 0.41% |
$3.41K - $4.15K
|
12.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
181+ 1.2% |
$12.1K - $14.7K
|
15.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
315+ 3.61% |
$21K - $25.6K
|
9.04K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
357KNew |
$23.8M - $29M
|
357K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
236KNew |
$15.8M - $19.2M
|
236K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.37M+ 34.65% |
$91.2M - $111M
|
5.31M
$443M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-10.7K- 8.4% |
$716K - $873K
|
117K
$9.75M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.35% |
$74.7K - $91K
|
48.7K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 2.0% |
$7.01K - $8.55K
|
5.35K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-540K- 20.28% |
$36.1M - $44M
|
2.12M
$177M
|
|
|
May 14, 2025
Q1 2025
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-15.3K- 6.79% |
$1.02M - $1.25M
|
210K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-17.7K- 21.16% |
$1.19M - $1.45M
|
66.2K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
377+ 14.03% |
$25.2K - $30.7K
|
3.06K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
724+ 21.94% |
$48.3K - $58.9K
|
4.02K
$336K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
17.2K+ 31.15% |
$1.15M - $1.4M
|
72.4K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-120K- 36.83% |
$7.98M - $9.73M
|
205K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.8K+ 2.56% |
$1.32M - $1.61M
|
791K
$66M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
374+ 2.95% |
$25K - $30.5K
|
13.1K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-951- 17.58% |
$63.5K - $77.4K
|
4.46K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-4.89K- 0.29% |
$327K - $398K
|
1.67M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
383+ 95.75% |
$25.6K - $31.2K
|
783
$65.3K
|
|
|
May 14, 2025
Q1 2025
|
Nearwater Capital Markets, LTD
New York, NY |
BUY
|
- |
140K+ 26.17% |
$9.35M - $11.4M
|
675K
$56.3M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-39- 0.53% |
$2.6K - $3.18K
|
7.26K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
30.4K+ 1.04% |
$2.03M - $2.47M
|
2.95M
$246M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
484+ 20.45% |
$32.3K - $39.4K
|
2.85K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.46% |
$2.54K - $3.09K
|
2.57K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-304K- 8.99% |
$20.3M - $24.7M
|
3.08M
$257M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-49.3K- 47.69% |
$3.29M - $4.02M
|
54.1K
$4.51M
|