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
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-43.4K- 21.21% |
$2.9M - $3.53M
|
161K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-995- 3.06% |
$66.4K - $81K
|
31.5K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.67K- 5.33% |
$112K - $136K
|
29.7K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-27- 0.97% |
$1.8K - $2.2K
|
2.77K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.4KNew |
$227K - $277K
|
3.4K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37K+ 82.15% |
$2.47M - $3.01M
|
82.1K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
7.38K+ 1.8% |
$493K - $601K
|
417K
$33.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-100- 1.49% |
$6.68K - $8.14K
|
6.6K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
23K+ 129.86% |
$1.53M - $1.87M
|
40.6K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$43.7K - $53.3K
|
2.11K
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-378- 0.85% |
$25.2K - $30.8K
|
44.3K
$3.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.19% |
$1.87K - $2.28K
|
15K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-161- 2.55% |
$10.8K - $13.1K
|
6.15K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
191New |
$12.8K - $15.6K
|
191
$15.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.62% |
$2.8K - $3.42K
|
6.75K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-195- 1.62% |
$13K - $15.9K
|
11.9K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-740- 3.79% |
$49.4K - $60.3K
|
18.8K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162+ 2.96% |
$10.8K - $13.2K
|
5.63K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 8.29% |
$448K - $546K
|
87.6K
$6.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
265+ 3.92% |
$17.7K - $21.6K
|
7.02K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-32- 1.08% |
$2.14K - $2.61K
|
2.92K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
41KNew |
$2.74M - $3.34M
|
41K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
933+ 27.45% |
$62.3K - $76K
|
4.33K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-500- 0.86% |
$33.4K - $40.7K
|
57.9K
$4.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
178+ 6.64% |
$11.9K - $14.5K
|
2.86K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
6.2KNew |
$414K - $504K
|
6.2K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
68+ 0.69% |
$4.54K - $5.54K
|
9.87K
$787K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
86+ 1.0% |
$5.74K - $7K
|
8.66K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-562- 3.51% |
$37.5K - $45.8K
|
15.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
583K+ 14.26% |
$38.9M - $47.4M
|
4.67M
$372M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-533- 14.96% |
$35.6K - $43.4K
|
3.03K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.89K- 70.14% |
$593K - $723K
|
3.78K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 6.07% |
$26.7K - $32.6K
|
6.19K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.83K- 15.27% |
$189K - $230K
|
15.7K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.01K- 4.17% |
$201K - $245K
|
69.2K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
342+ 6.38% |
$22.8K - $27.8K
|
5.7K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
306+ 4.18% |
$20.4K - $24.9K
|
7.63K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-2- 0.04% |
$134 - $163
|
5.16K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
614+ 19.37% |
$41K - $50K
|
3.78K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 21.32% |
$91.1K - $111K
|
7.76K
$619K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-31.1K- 25.65% |
$2.08M - $2.53M
|
90.2K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.47K+ 17.87% |
$432K - $527K
|
42.6K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
167K+ 54.8% |
$11.2M - $13.6M
|
473K
$37.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
190+ 6.65% |
$12.7K - $15.5K
|
3.05K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-39- 0.02% |
$2.6K - $3.18K
|
245K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
377+ 2.05% |
$25.2K - $30.7K
|
18.7K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 23.5% |
$102K - $125K
|
8.05K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$20K - $24.4K
|
300
$23.9K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 8.47% |
$95.4K - $116K
|
18.3K
$1.46M
|