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
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
15.4KNew |
$1.03M - $1.25M
|
15.4K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 0.85% |
$5.41K - $6.6K
|
9.59K
$800K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 1.99% |
$4.01K - $4.89K
|
2.95K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
32+ 0.31% |
$2.14K - $2.61K
|
10.5K
$872K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
482+ 12.87% |
$32.2K - $39.2K
|
4.23K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
481+ 6.7% |
$32.1K - $39.2K
|
7.67K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.28K+ 40.64% |
$152K - $186K
|
7.9K
$659K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
19.5K+ 13.45% |
$1.3M - $1.59M
|
165K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-1.01K- 13.62% |
$67.4K - $82.2K
|
6.41K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-199- 2.05% |
$13.3K - $16.2K
|
9.49K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-145- 1.49% |
$9.68K - $11.8K
|
9.62K
$803K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.13K+ 44.37% |
$276K - $336K
|
13.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
552+ 5.05% |
$36.9K - $44.9K
|
11.5K
$958K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13K- 4.55% |
$867K - $1.06M
|
272K
$22.7M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.6K- 19.25% |
$1.11M - $1.35M
|
69.5K
$5.8M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
185K+ 60.2% |
$12.4M - $15.1M
|
493K
$41.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.41M+ 10.21% |
$228M - $278M
|
36.8M
$3.07B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
40New |
$2.67K - $3.26K
|
40
$3.34K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
27.7MNew |
$1.85B - $2.25B
|
27.7M
$2.31B
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-39.8K- 5.51% |
$2.66M - $3.24M
|
682K
$56.9M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
478New |
$31.9K - $38.9K
|
478
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
50New |
$3.34K - $4.07K
|
50
$4.17K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
331K+ 12.29% |
$22.1M - $27M
|
3.03M
$253M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 7.95% |
$394K - $480K
|
68.3K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-290- 1.28% |
$19.4K - $23.6K
|
22.3K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
523K+ 6.21% |
$34.9M - $42.6M
|
8.95M
$747M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-56- 1.66% |
$3.74K - $4.56K
|
3.33K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-94.2K- 6.06% |
$6.29M - $7.67M
|
1.46M
$122M
|
|
|
May 12, 2025
Q1 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
36.3K+ 5.06% |
$2.42M - $2.96M
|
754K
$62.9M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-79- 0.43% |
$5.28K - $6.43K
|
18.4K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.07K+ 13.59% |
$338K - $412K
|
42.3K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
13.6K+ 0.21% |
$907K - $1.11M
|
6.41M
$535M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-23.3K- 23.74% |
$1.56M - $1.9M
|
75K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
11+ 0.29% |
$735 - $896
|
3.8K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.28K+ 13.7% |
$619K - $755K
|
77K
$6.42M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
477+ 14.29% |
$31.9K - $38.8K
|
3.82K
$318K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
830+ 4.65% |
$55.4K - $67.6K
|
18.7K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.36K- 28.32% |
$90.9K - $111K
|
3.44K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
410+ 7.08% |
$27.4K - $33.4K
|
6.2K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.7KNew |
$781K - $953K
|
11.7K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-191- 8.72% |
$12.8K - $15.6K
|
2K
$167K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-12.1K- 14.94% |
$810K - $987K
|
69K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-231K- 13.16% |
$15.4M - $18.8M
|
1.53M
$127M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52.4K+ 2.39% |
$3.5M - $4.27M
|
2.24M
$187M
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-72.4K- 47.81% |
$4.84M - $5.9M
|
79.1K
$6.6M
|
|
|
May 09, 2025
Q1 2025
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
BUY
|
- |
270KNew |
$18M - $22M
|
270K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
886+ 24.52% |
$59.2K - $72.1K
|
4.5K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 2.11% |
$975K - $1.19M
|
705K
$58.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
910+ 0.34% |
$60.8K - $74.1K
|
272K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.4% |
$20K - $24.4K
|
5.25K
$438K
|