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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-438- 10.97% |
$24.1K - $33.9K
|
3.56K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-135- 2.76% |
$7.42K - $10.4K
|
4.76K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
315+ 0.65% |
$17.3K - $24.4K
|
49.1K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-38.7K- 4.1% |
$2.13M - $2.99M
|
905K
$71.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 42.04% |
$1.28M - $1.8M
|
32.2K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-7K- 34.49% |
$385K - $541K
|
13.3K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-835- 5.82% |
$45.9K - $64.6K
|
13.5K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
278+ 5.76% |
$15.3K - $21.5K
|
5.11K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-248K- 7.5% |
$13.6M - $19.2M
|
3.06M
$241M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.53K+ 4.18% |
$83.8K - $118K
|
38K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-77.5K- 4.23% |
$4.26M - $5.99M
|
1.75M
$138M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-95.2K- 6.71% |
$5.23M - $7.36M
|
1.32M
$104M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.2K- 4.81% |
$451K - $634K
|
162K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
460+ 4.88% |
$25.3K - $35.6K
|
9.88K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 1.79% |
$7.15K - $10.1K
|
7.41K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.55KNew |
$195K - $275K
|
3.55K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
22KNew |
$1.21M - $1.7M
|
22K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 1.07% |
$2.42K - $3.4K
|
4.16K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 17.4% |
$86.4K - $122K
|
10.6K
$836K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.28KNew |
$180K - $253K
|
3.28K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-250- 1.55% |
$13.7K - $19.3K
|
15.9K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 8.91% |
$111K - $157K
|
20.7K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-37.3K- 0.6% |
$2.05M - $2.88M
|
6.2M
$488M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.18KNew |
$175K - $246K
|
3.18K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
1+ 0.01% |
$55 - $77.4
|
12.4K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
175+ 1.99% |
$9.62K - $13.5K
|
8.95K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$220 - $309
|
1.48K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-209- 3.68% |
$11.5K - $16.2K
|
5.46K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$110 - $155
|
4.21K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.9K+ 11.38% |
$104K - $147K
|
18.6K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.15% |
$11K - $15.5K
|
3.68K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.04% |
$5.88K - $8.28K
|
5.15K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15+ 0.12% |
$825 - $1.16K
|
12.6K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
325+ 1.96% |
$17.9K - $25.1K
|
16.9K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.85% |
$2.86K - $4.02K
|
6.17K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.16KNew |
$229K - $322K
|
4.16K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30.5KNew |
$1.68M - $2.36M
|
30.5K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.48K- 11.82% |
$81.2K - $114K
|
11K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 56.82% |
$677K - $953K
|
34K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 8.54% |
$736K - $1.04M
|
170K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.6K+ 12.5% |
$693K - $975K
|
113K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.1K- 15.79% |
$170K - $240K
|
16.5K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 5.48% |
$23.7K - $33.3K
|
8.3K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
78+ 0.79% |
$4.29K - $6.03K
|
9.96K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-536- 4.46% |
$29.5K - $41.5K
|
11.5K
$905K
|