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 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.06K- 13.45% |
$71.1K - $86.6K
|
6.85K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-388- 4.17% |
$25.9K - $31.6K
|
8.92K
$745K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-902- 11.96% |
$60.2K - $73.4K
|
6.64K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.66K+ 14.01% |
$111K - $135K
|
13.5K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
30+ 0.87% |
$2K - $2.44K
|
3.48K
$290K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
555KNew |
$37.1M - $45.2M
|
555K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.41K- 7.17% |
$161K - $196K
|
31.2K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
120K+ 508.14% |
$8.01M - $9.77M
|
144K
$12M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-169- 3.89% |
$11.3K - $13.8K
|
4.17K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-23K- 62.52% |
$1.54M - $1.87M
|
13.8K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
121+ 15.8% |
$8.08K - $9.85K
|
887
$74K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-200- 50.0% |
$13.4K - $16.3K
|
200
$16.7K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 18.78% |
$3.07K - $3.75K
|
291
$24.3K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
301+ 1.71% |
$20.1K - $24.5K
|
17.9K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.13M- 0.37% |
$75.2M - $91.7M
|
301M
$25.1B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-422- 0.9% |
$28.2K - $34.4K
|
46.6K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
156+ 6.6% |
$10.4K - $12.7K
|
2.52K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
182+ 4.72% |
$12.2K - $14.8K
|
4.04K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 4.19% |
$10.6K - $12.9K
|
3.64K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.11K+ 41.39% |
$208K - $253K
|
10.6K
$886K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-28- 8.67% |
$1.87K - $2.28K
|
295
$24.6K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-370- 7.69% |
$24.7K - $30.1K
|
4.44K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-1.13K- 37.01% |
$75.5K - $92.1K
|
1.93K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
120K+ 73.17% |
$8.02M - $9.78M
|
284K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5- 0.03% |
$334 - $407
|
17.7K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.64M- 14.24% |
$243M - $296M
|
21.9M
$1.83B
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-889- 14.32% |
$59.4K - $72.4K
|
5.32K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.94K+ 13.41% |
$530K - $646K
|
67.1K
$5.6M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-65- 1.52% |
$4.34K - $5.29K
|
4.23K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$33.4K - $40.7K
|
500
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-224- 75.68% |
$15K - $18.2K
|
72
$6.01K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
114KNew |
$7.62M - $9.29M
|
114K
$9.52M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-67- 1.33% |
$4.47K - $5.46K
|
4.99K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.11% |
$668 - $814
|
8.74K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-696K- 3.12% |
$46.5M - $56.7M
|
21.6M
$1.81B
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.8K- 9.17% |
$120K - $146K
|
17.8K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
312KNew |
$20.8M - $25.4M
|
312K
$26M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 6.44% |
$138K - $168K
|
34.1K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-25.4K- 14.14% |
$1.69M - $2.07M
|
154K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-281- 3.39% |
$18.8K - $22.9K
|
8.01K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.04K+ 39.26% |
$203K - $248K
|
10.8K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-40.5K- 77.26% |
$2.71M - $3.3M
|
11.9K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44+ 0.41% |
$2.94K - $3.58K
|
10.7K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.85% |
$1.8K - $2.2K
|
3.21K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
963+ 18.03% |
$64.3K - $78.4K
|
6.3K
$526K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5K- 22.61% |
$334K - $407K
|
17.1K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
32.8K+ 7.15% |
$2.19M - $2.67M
|
491K
$41M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
36.4K+ 97.99% |
$2.43M - $2.96M
|
73.5K
$6.13M
|