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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-227- 6.11% |
$15.2K - $18.5K
|
3.49K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.39K- 1.22% |
$293K - $358K
|
354K
$28.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 25.19% |
$122K - $148K
|
9.06K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.4K+ 47.62% |
$2.43M - $2.96M
|
113K
$9M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
42+ 0.87% |
$2.8K - $3.42K
|
4.86K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.92K- 0.45% |
$462K - $563K
|
1.54M
$123M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.55KNew |
$437K - $533K
|
6.55K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
962+ 9.95% |
$64.2K - $78.3K
|
10.6K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1- 0.02% |
$66.8 - $81.4
|
6.02K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 28.47% |
$72.1K - $87.9K
|
4.87K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
277+ 2.37% |
$18.5K - $22.6K
|
12K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-60- 0.45% |
$4.01K - $4.89K
|
13.2K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
553+ 1.13% |
$36.9K - $45K
|
49.6K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-135- 1.09% |
$9.02K - $11K
|
12.3K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-903K- 85.01% |
$60.3M - $73.5M
|
159K
$12.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
843+ 19.06% |
$56.3K - $68.6K
|
5.27K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
82.3K+ 9.09% |
$5.5M - $6.7M
|
988K
$78.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.5K- 30.92% |
$234K - $285K
|
7.82K
$623K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39KNew |
$293K - $357K
|
4.39K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.9K- 31.98% |
$1.59M - $1.94M
|
50.7K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
475+ 61.13% |
$31.7K - $38.7K
|
1.25K
$99.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-648- 13.59% |
$43.3K - $52.8K
|
4.12K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.7K- 4.13% |
$447K - $546K
|
156K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 6.05% |
$93.5K - $114K
|
21.7K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-145- 3.61% |
$9.68K - $11.8K
|
3.87K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 0.01% |
$6.68K - $8.14K
|
679K
$54.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.89K- 9.11% |
$126K - $154K
|
18.9K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
709+ 5.88% |
$47.3K - $57.7K
|
12.8K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-152- 1.66% |
$10.2K - $12.4K
|
9.02K
$719K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
17K+ 10.01% |
$1.14M - $1.39M
|
187K
$14.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
928New |
$62K - $75.6K
|
928
$74K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 1.63% |
$14.7K - $17.9K
|
13.3K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.62K- 45.16% |
$375K - $457K
|
6.82K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-1.22K- 28.43% |
$81.3K - $99.1K
|
3.06K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1K- 20.83% |
$66.8K - $81.4K
|
3.8K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.5K+ 4.06% |
$2.3M - $2.81M
|
884K
$70.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
462+ 11.44% |
$30.9K - $37.6K
|
4.5K
$359K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 10.66% |
$125K - $152K
|
15.7K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2.37K- 0.94% |
$158K - $193K
|
249K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.16% |
$1.27K - $1.55K
|
11.6K
$921K
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-33.7K- 4.1% |
$2.25M - $2.75M
|
789K
$62.9M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.5K- 1.2% |
$768K - $936K
|
945K
$75.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-400- 5.12% |
$26.7K - $32.6K
|
7.41K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-110- 0.5% |
$7.35K - $8.96K
|
21.8K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.07K+ 49.56% |
$205K - $250K
|
9.27K
$739K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-25.2K- 4.87% |
$1.69M - $2.05M
|
493K
$39.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-708- 12.72% |
$47.3K - $57.6K
|
4.86K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
23.3K+ 159.43% |
$1.56M - $1.9M
|
37.9K
$3.02M
|