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 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.96K+ 45.65% |
$131K - $160K
|
6.25K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-660- 15.28% |
$44.1K - $53.7K
|
3.66K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
135+ 4.5% |
$9.02K - $11K
|
3.14K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.99K+ 11.5% |
$199K - $243K
|
28.9K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
27.5KNew |
$1.84M - $2.24M
|
27.5K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-996- 13.06% |
$66.5K - $81.1K
|
6.63K
$529K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
249+ 0.13% |
$16.6K - $20.3K
|
187K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
847+ 7.8% |
$56.6K - $69K
|
11.7K
$933K
|
|
|
May 06, 2025
Q1 2025
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.14M- 30.27% |
$76.2M - $92.9M
|
2.63M
$210M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.16% |
$401 - $489
|
3.86K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1K+ 7.9% |
$941K - $1.15M
|
192K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.16K- 4.57% |
$77.5K - $94.5K
|
24.2K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.1K+ 7.17% |
$3.14M - $3.83M
|
704K
$56.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-176K- 40.4% |
$11.7M - $14.3M
|
259K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
697+ 4.0% |
$46.5K - $56.7K
|
18.1K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 6.38% |
$66.8K - $81.4K
|
14.7K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-441- 11.84% |
$29.4K - $35.9K
|
3.29K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
510+ 20.25% |
$34.1K - $41.5K
|
3.03K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.39K- 1.09% |
$92.5K - $113K
|
125K
$9.99M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
587+ 1.14% |
$39.2K - $47.8K
|
51.9K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-305K- 19.62% |
$20.3M - $24.8M
|
1.25M
$99.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.75K+ 3.5% |
$518K - $631K
|
229K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.8KNew |
$1.05M - $1.28M
|
15.8K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50.3K+ 9.3% |
$3.36M - $4.09M
|
591K
$47.1M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-2.8K- 8.97% |
$187K - $228K
|
28.4K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-50- 0.45% |
$3.34K - $4.07K
|
11.2K
$891K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
669+ 2.68% |
$44.7K - $54.5K
|
25.6K
$2.04M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-27.9K- 17.68% |
$1.86M - $2.27M
|
130K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.52KNew |
$302K - $368K
|
4.52K
$360K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
14+ 0.11% |
$935 - $1.14K
|
13.2K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-271- 7.02% |
$18.1K - $22.1K
|
3.59K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.29K- 21.21% |
$220K - $268K
|
12.2K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-30K- 2.05% |
$2M - $2.44M
|
1.43M
$114M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-500- 3.04% |
$33.4K - $40.7K
|
16K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
100+ 28.41% |
$6.68K - $8.14K
|
452
$36K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 33.33% |
$701K - $855K
|
21K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-96- 0.19% |
$6.41K - $7.82K
|
50.7K
$4.04M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
142+ 1.64% |
$9.48K - $11.6K
|
8.81K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-211- 1.23% |
$14.1K - $17.2K
|
17K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.5% |
$1.67K - $2.04K
|
5.02K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 4.88% |
$690K - $841K
|
222K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.74K- 16.56% |
$183K - $223K
|
13.8K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.77K+ 28.67% |
$252K - $307K
|
16.9K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 1.47% |
$7.81K - $9.53K
|
8.07K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 0.53% |
$1.67K - $2.04K
|
4.66K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-265- 0.94% |
$17.7K - $21.6K
|
28K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-198- 3.86% |
$13.2K - $16.1K
|
4.93K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
570+ 4.07% |
$38.1K - $46.4K
|
14.6K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 0.62% |
$2.87K - $3.5K
|
7.01K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
733+ 21.4% |
$48.9K - $59.7K
|
4.16K
$332K
|