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 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.72K- 3.26% |
$248K - $303K
|
110K
$8.79M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-80- 0.3% |
$5.34K - $6.51K
|
26.8K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
797+ 2.04% |
$53.2K - $64.9K
|
39.9K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-180- 1.71% |
$12K - $14.7K
|
10.3K
$823K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
333+ 6.77% |
$22.2K - $27.1K
|
5.25K
$419K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-960- 25.82% |
$64.1K - $78.2K
|
2.76K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-745- 0.52% |
$49.8K - $60.7K
|
142K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-536- 1.05% |
$35.8K - $43.6K
|
50.7K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
50.7KNew |
$3.39M - $4.13M
|
50.7K
$4.04M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.97% |
$3.07K - $3.75K
|
4.79K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.5K+ 8.7% |
$2.04M - $2.49M
|
381K
$30.4M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-28- 0.09% |
$1.87K - $2.28K
|
32.2K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-226- 4.21% |
$15.1K - $18.4K
|
5.14K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.08% |
$935 - $1.14K
|
18.4K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.31K+ 33.99% |
$155K - $188K
|
9.12K
$727K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-148- 0.24% |
$9.88K - $12.1K
|
61.6K
$4.91M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
82+ 0.14% |
$5.48K - $6.68K
|
56.9K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.03K+ 89.78% |
$403K - $491K
|
12.8K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.18K- 1.25% |
$78.7K - $95.9K
|
93.2K
$7.43M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-831K- 42.46% |
$55.5M - $67.7M
|
1.13M
$89.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
116+ 2.13% |
$7.75K - $9.44K
|
5.57K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
335+ 73.3% |
$22.4K - $27.3K
|
792
$63.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32+ 27.59% |
$2.14K - $2.61K
|
148
$11.8K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.13K- 20.58% |
$142K - $173K
|
8.22K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
378+ 4.69% |
$25.2K - $30.8K
|
8.43K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.93KNew |
$463K - $565K
|
6.93K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
7.2K+ 17.57% |
$481K - $586K
|
48.2K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-169- 0.36% |
$11.3K - $13.8K
|
46.2K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
598+ 15.52% |
$39.9K - $48.7K
|
4.45K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-479K- 20.02% |
$32M - $39M
|
1.91M
$153M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.25% |
$1K - $1.22K
|
6.1K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 39.67% |
$105K - $128K
|
5.53K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-513- 9.35% |
$34.3K - $41.8K
|
4.97K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
8.77K
$699K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.76K- 5.23% |
$184K - $225K
|
50K
$3.99M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.08K- 32.37% |
$272K - $332K
|
8.52K
$679K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.94K - $3.58K
|
10.6K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
207+ 0.84% |
$13.8K - $16.9K
|
24.9K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-412- 3.31% |
$27.5K - $33.5K
|
12K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.2K+ 68.25% |
$347K - $423K
|
12.8K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.27K+ 2.95% |
$152K - $185K
|
79.3K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.02K+ 43.63% |
$269K - $327K
|
13.2K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 0.34% |
$12.8K - $15.6K
|
56.1K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
12New |
$801 - $977
|
12
$957
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
484+ 8.7% |
$32.3K - $39.4K
|
6.05K
$482K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-3.99M- 28.9% |
$267M - $325M
|
9.83M
$783M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-231- 1.75% |
$15.4K - $18.8K
|
13K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 0.52% |
$1.67K - $2.04K
|
4.79K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-429- 21.7% |
$28.6K - $34.9K
|
1.55K
$123K
|