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 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
8.91KNew |
$595K - $725K
|
8.91K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-131K- 67.5% |
$8.73M - $10.6M
|
62.9K
$5.25M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-729- 3.78% |
$48.7K - $59.4K
|
18.6K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159+ 1.24% |
$10.6K - $12.9K
|
13K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-346- 10.67% |
$23.1K - $28.2K
|
2.9K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-202- 4.12% |
$13.5K - $16.4K
|
4.7K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
121+ 1.61% |
$8.08K - $9.85K
|
7.65K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 10.51% |
$990K - $1.21M
|
156K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.38K- 54.76% |
$493K - $600K
|
6.09K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-67.6K- 11.68% |
$4.51M - $5.5M
|
511K
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-399- 6.29% |
$26.6K - $32.5K
|
5.95K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-79.4K- 25.8% |
$5.3M - $6.46M
|
228K
$19M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-434K- 6.21% |
$29M - $35.3M
|
6.55M
$547M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
508+ 2.98% |
$33.9K - $41.4K
|
17.5K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-129- 0.27% |
$8.61K - $10.5K
|
47.5K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.48K- 4.11% |
$566K - $691K
|
198K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-494- 0.49% |
$33K - $40.2K
|
101K
$8.42M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-727- 4.72% |
$48.5K - $59.2K
|
14.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.51K- 1.71% |
$168K - $205K
|
145K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-310- 0.42% |
$20.7K - $25.2K
|
73.8K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.53KNew |
$236K - $287K
|
3.53K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-196- 5.21% |
$13.1K - $16K
|
3.57K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 5.55% |
$1.19M - $1.45M
|
302K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
71MNew |
$4.74B - $5.78B
|
71M
$5.92B
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2K- 18.26% |
$134K - $163K
|
8.97K
$748K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
36+ 1.01% |
$2.4K - $2.93K
|
3.59K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-535- 14.14% |
$35.7K - $43.6K
|
3.25K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438K+ 10.97% |
$29.2M - $35.6M
|
4.43M
$369M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.07K+ 61.4% |
$405K - $494K
|
16K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1K+ 42.29% |
$73.5K - $89.6K
|
3.7K
$309K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
987+ 16.66% |
$65.9K - $80.4K
|
6.91K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-405- 2.09% |
$27K - $33K
|
19K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 10.04% |
$192K - $235K
|
31.6K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.16M+ 18.26% |
$145M - $176M
|
14M
$1.17B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
839K+ 66.54% |
$56M - $68.3M
|
2.1M
$175M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 6.53% |
$826K - $1.01M
|
177K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-6.2K- 17.6% |
$414K - $504K
|
29K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
272+ 6.66% |
$18.2K - $22.1K
|
4.36K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-531K- 1.54% |
$35.4M - $43.2M
|
33.8M
$2.82B
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 22.47% |
$854K - $1.04M
|
69.7K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.21K- 19.58% |
$81.1K - $98.8K
|
4.99K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 2.0% |
$4.14K - $5.05K
|
3.16K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
383+ 5.77% |
$25.6K - $31.2K
|
7.02K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 3.16% |
$6.81K - $8.3K
|
3.33K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.19K+ 13.69% |
$213K - $259K
|
26.5K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 6.96% |
$26.7K - $32.6K
|
6.15K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
73.2K+ 57.8% |
$4.89M - $5.96M
|
200K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-849- 17.51% |
$56.7K - $69.1K
|
4K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.8K+ 5.11% |
$1.06M - $1.29M
|
325K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-284K- 60.55% |
$19M - $23.1M
|
185K
$15.4M
|