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 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
105+ 1.46% |
$7.01K - $8.55K
|
7.28K
$581K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
751+ 8.02% |
$50.2K - $61.1K
|
10.1K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.16% |
$334 - $407
|
3.16K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-235K- 17.92% |
$15.7M - $19.1M
|
1.07M
$85.7M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
PUT |
10.1KNew |
$674K - $822K
|
10.1K
$805K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
30K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 8.04% |
$6.68K - $8.14K
|
1.14K
$91.2K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.21K+ 9.99% |
$80.5K - $98.1K
|
13.3K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-177- 1.54% |
$11.8K - $14.4K
|
11.3K
$901K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-57- 0.76% |
$3.81K - $4.64K
|
7.39K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
289K+ 404.95% |
$19.3M - $23.5M
|
360K
$28.7M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-370- 6.32% |
$24.7K - $30.1K
|
5.48K
$437K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
349+ 6.65% |
$23.3K - $28.4K
|
5.6K
$446K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
199New |
$13.3K - $16.2K
|
199
$15.9K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
33.3K+ 3724.72% |
$2.22M - $2.71M
|
34.2K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
151+ 2.01% |
$10.1K - $12.3K
|
7.68K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.19% |
$135K - $165K
|
10.5K
$834K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.39K+ 5.51% |
$226K - $276K
|
64.9K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 11.22% |
$3.14K - $3.83K
|
466
$37.1K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42K+ 5.0% |
$94.8K - $116K
|
29.8K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
88+ 1.35% |
$5.88K - $7.16K
|
6.62K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-723- 18.62% |
$48.3K - $58.9K
|
3.16K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-78- 0.87% |
$5.21K - $6.35K
|
8.87K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
22.3K+ 117.14% |
$1.49M - $1.81M
|
41.3K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
659+ 4.57% |
$44K - $53.7K
|
15.1K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
728+ 6.11% |
$48.6K - $59.3K
|
12.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-36K- 13.38% |
$2.4M - $2.93M
|
233K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 0.09% |
$175K - $214K
|
2.83M
$225M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.53K- 24.02% |
$102K - $124K
|
4.83K
$385K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1+ 0.03% |
$66.8 - $81.4
|
3.36K
$268K
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-385K- 93.08% |
$25.7M - $31.4M
|
28.6K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
265+ 2.69% |
$17.7K - $21.6K
|
10.1K
$807K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.1K- 0.26% |
$207K - $252K
|
1.21M
$96.2M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.48KNew |
$232K - $283K
|
3.48K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-151K- 77.84% |
$10.1M - $12.3M
|
42.9K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.85K- 16.33% |
$190K - $232K
|
14.6K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-390- 3.95% |
$26K - $31.8K
|
9.49K
$756K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.9K- 57.43% |
$1.59M - $1.94M
|
17.7K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-320- 32.85% |
$21.4K - $26.1K
|
654
$52.1K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
311+ 6.77% |
$20.8K - $25.3K
|
4.91K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
97K+ 57.29% |
$6.48M - $7.9M
|
266K
$21.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 14.02% |
$69.2K - $84.4K
|
8.42K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-602- 11.35% |
$40.2K - $49K
|
4.7K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.9K+ 5.62% |
$1.33M - $1.62M
|
374K
$29.8M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6.69K- 11.27% |
$447K - $545K
|
52.7K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-11.4K- 8.35% |
$764K - $932K
|
126K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.7K- 23.64% |
$180K - $220K
|
8.72K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-189- 1.67% |
$12.6K - $15.4K
|
11.1K
$888K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
75.5K+ 102.11% |
$5.04M - $6.14M
|
149K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
29.1K+ 55.93% |
$1.94M - $2.37M
|
81.2K
$6.47M
|