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 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
831+ 27.91% |
$55.5K - $67.7K
|
3.81K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-30.6K- 86.16% |
$2.04M - $2.49M
|
4.92K
$410K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 13.87% |
$190K - $232K
|
23.4K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.47K+ 107.75% |
$232K - $283K
|
6.7K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-38- 2.41% |
$2.54K - $3.09K
|
1.54K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-149- 3.65% |
$9.95K - $12.1K
|
3.93K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.1K- 41.67% |
$73.5K - $89.6K
|
1.54K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-47.8K- 19.92% |
$3.19M - $3.89M
|
192K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-692K- 96.79% |
$46.2M - $56.3M
|
22.9K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-14.5K- 5.17% |
$967K - $1.18M
|
266K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5.46M- 11.88% |
$365M - $444M
|
40.5M
$3.38B
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
4.89M+ 35.11% |
$326M - $398M
|
18.8M
$1.57B
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-27.2K- 67.89% |
$1.82M - $2.22M
|
12.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.37M+ 27.75% |
$292M - $356M
|
20.1M
$1.68B
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
11.4K+ 5.42% |
$760K - $926K
|
221K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.26K+ 17.26% |
$151K - $184K
|
15.3K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.2K+ 2.47% |
$2.49M - $3.03M
|
1.54M
$129M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
16.5KNew |
$1.1M - $1.34M
|
16.5K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
152+ 3.59% |
$10.2K - $12.4K
|
4.39K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
167+ 1.37% |
$11.2K - $13.6K
|
12.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.71K- 20.78% |
$648K - $790K
|
37K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-120- 2.28% |
$8.01K - $9.77K
|
5.15K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
38.9KNew |
$2.6M - $3.17M
|
38.9K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.05KNew |
$70.1K - $85.5K
|
1.05K
$87.6K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-70.4K- 2.11% |
$4.7M - $5.73M
|
3.27M
$273M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.2K- 11.7% |
$684K - $834K
|
77.3K
$6.45M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-70.5K- 93.07% |
$4.71M - $5.74M
|
5.25K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.58KNew |
$306K - $373K
|
4.58K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
151K+ 50.47% |
$10.1M - $12.3M
|
449K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-52.2K- 16.55% |
$3.49M - $4.25M
|
263K
$22M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-58- 0.9% |
$3.87K - $4.72K
|
6.38K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.43K+ 2.66% |
$162K - $198K
|
93.8K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-68- 2.17% |
$4.54K - $5.54K
|
3.07K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
57+ 3.63% |
$3.81K - $4.64K
|
1.63K
$136K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59K+ 4.29% |
$173K - $211K
|
63.1K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.41K+ 7.87% |
$294K - $359K
|
60.4K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-142- 0.94% |
$9.48K - $11.6K
|
14.9K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.27% |
$8.08K - $9.85K
|
9.66K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-56.8K- 13.6% |
$3.79M - $4.62M
|
361K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-55.3K- 19.58% |
$3.69M - $4.5M
|
227K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.96K+ 6.44% |
$331K - $404K
|
81.9K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.87K+ 108.41% |
$659K - $804K
|
19K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.8% |
$26.7K - $32.6K
|
50.4K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.4K+ 11.69% |
$494K - $602K
|
70.6K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
73.6KNew |
$4.92M - $6M
|
73.6K
$6.14M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.68K - $8.14K
|
100
$8.34K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-2.18K- 5.06% |
$146K - $178K
|
41K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.04K- 6.89% |
$69.1K - $84.3K
|
14K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-591K- 24.84% |
$39.5M - $48.2M
|
1.79M
$149M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
415+ 2.92% |
$27.7K - $33.8K
|
14.6K
$1.22M
|