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 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17KNew |
$345K - $421K
|
5.17K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
151+ 2.48% |
$10.1K - $12.3K
|
6.25K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.22K- 2.06% |
$282K - $343K
|
201K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
101K+ 32.21% |
$6.73M - $8.2M
|
413K
$33M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9.7KNew |
$648K - $790K
|
9.7K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$314K - $383K
|
4.7K
$375K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
99.2K+ 1127.78% |
$6.63M - $8.08M
|
108K
$8.61M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-465K- 6.16% |
$31.1M - $37.9M
|
7.09M
$565M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.76K+ 37.04% |
$318K - $388K
|
17.6K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-4.17K- 14.73% |
$278K - $339K
|
24.1K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.94K+ 8.12% |
$130K - $158K
|
25.9K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32.3KNew |
$2.16M - $2.63M
|
32.3K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-53.2K- 17.88% |
$3.55M - $4.33M
|
244K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
SELL
|
- |
-14.5K- 60.59% |
$970K - $1.18M
|
9.45K
$753K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.9KNew |
$730K - $890K
|
10.9K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.61K+ 1.25% |
$108K - $131K
|
131K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
170+ 0.38% |
$11.4K - $13.8K
|
44.6K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
342K+ 44.28% |
$22.8M - $27.8M
|
1.11M
$88.8M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-450- 0.69% |
$30.1K - $36.6K
|
64.9K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
142K+ 17.5% |
$9.49M - $11.6M
|
954K
$76.1M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.27K+ 33.23% |
$84.8K - $103K
|
5.09K
$406K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 1.13% |
$69.9K - $85.2K
|
91.8K
$7.32M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
10.2K+ 34.24% |
$678K - $827K
|
39.8K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
8.82K+ 4.91% |
$589K - $718K
|
189K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-15.8K- 61.62% |
$1.05M - $1.28M
|
9.82K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-10.3K- 0.63% |
$688K - $839K
|
1.62M
$129M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
326+ 397.56% |
$21.8K - $26.5K
|
408
$32.5K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-258- 4.84% |
$17.2K - $21K
|
5.07K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
50+ 0.59% |
$3.34K - $4.07K
|
8.52K
$679K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-265- 3.5% |
$17.7K - $21.6K
|
7.3K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
168+ 1.89% |
$11.2K - $13.7K
|
9.07K
$723K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
114K+ 9.9% |
$7.6M - $9.27M
|
1.26M
$101M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
235+ 1.46% |
$15.7K - $19.1K
|
16.3K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.43KNew |
$363K - $442K
|
5.43K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 1.08% |
$91.2K - $111K
|
127K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 53.68% |
$892K - $1.09M
|
38.2K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.89K+ 0.42% |
$193K - $235K
|
696K
$55.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.2K+ 2.4% |
$3.49M - $4.25M
|
2.23M
$177M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.08K- 6.97% |
$139K - $169K
|
27.7K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4+ 0.08% |
$267 - $326
|
4.86K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.05K+ 68.41% |
$337K - $411K
|
12.4K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.46K+ 54.3% |
$231K - $282K
|
9.83K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 32.94% |
$748K - $912K
|
22.8K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
54.3K+ 10.19% |
$3.62M - $4.42M
|
586K
$46.7M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8.07K- 98.61% |
$539K - $657K
|
114
$9.09K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
16.7K+ 9.69% |
$1.12M - $1.36M
|
189K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-8.99K- 12.4% |
$600K - $732K
|
63.5K
$5.06M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-237- 69.5% |
$15.8K - $19.3K
|
104
$8.29K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
396+ 9.51% |
$26.4K - $32.2K
|
4.56K
$364K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-173- 2.48% |
$11.6K - $14.1K
|
6.8K
$542K
|