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 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-88- 2.76% |
$5.88K - $7.16K
|
3.11K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
136+ 3.81% |
$9.08K - $11.1K
|
3.7K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
247New |
$16.5K - $20.1K
|
247
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-244- 1.81% |
$16.3K - $19.9K
|
13.3K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
47.4K+ 2.43% |
$3.17M - $3.86M
|
2M
$159M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 0.13% |
$99.8K - $122K
|
1.13M
$89.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.48KNew |
$99.1K - $121K
|
1.48K
$118K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.05KNew |
$203K - $248K
|
3.05K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
77New |
$5.14K - $6.27K
|
77
$6.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-472- 55.59% |
$31.5K - $38.4K
|
377
$30.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9- 0.24% |
$601 - $733
|
3.68K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 1.81% |
$10K - $12.2K
|
8.14K
$649K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$433K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
98+ 1.92% |
$6.54K - $7.98K
|
5.21K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-79- 1.87% |
$5.28K - $6.43K
|
4.15K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.9KNew |
$260K - $317K
|
3.9K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-6.64K- 19.35% |
$443K - $541K
|
27.7K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
7.25KNew |
$484K - $590K
|
7.25K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 18.64% |
$78.4K - $95.6K
|
5.12K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-357- 12.5% |
$23.8K - $29.1K
|
2.5K
$199K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.51K+ 9.01% |
$368K - $449K
|
66.6K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-140- 0.59% |
$9.35K - $11.4K
|
23.7K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-49- 1.63% |
$3.27K - $3.99K
|
2.96K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
249+ 0.95% |
$16.6K - $20.3K
|
26.4K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
9+ 0.12% |
$601 - $733
|
7.27K
$579K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
741+ 3.13% |
$49.5K - $60.3K
|
24.4K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-635- 7.35% |
$42.4K - $51.7K
|
8K
$638K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.17KNew |
$279K - $340K
|
4.17K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-798K- 35.79% |
$53.3M - $65M
|
1.43M
$114M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
460+ 1.17% |
$30.7K - $37.5K
|
39.8K
$3.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20- 0.21% |
$1.34K - $1.63K
|
9.52K
$759K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.81K+ 16.7% |
$254K - $310K
|
26.6K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-781- 0.57% |
$52.2K - $63.6K
|
135K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.83K- 0.99% |
$189K - $230K
|
283K
$22.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-548- 1.63% |
$36.6K - $44.6K
|
33K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.98K- 3.75% |
$600K - $731K
|
231K
$18.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.15M+ 30.53% |
$76.9M - $93.8M
|
4.93M
$393M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.57K- 6.5% |
$105K - $128K
|
22.6K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.99KNew |
$200K - $244K
|
2.99K
$239K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.32K- 11.18% |
$87.8K - $107K
|
10.5K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-993- 3.56% |
$66.3K - $80.9K
|
26.9K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
161+ 0.32% |
$10.8K - $13.1K
|
50.7K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-2.13K- 8.74% |
$142K - $173K
|
22.2K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
115K+ 6.58% |
$7.66M - $9.33M
|
1.86M
$148M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
PUT |
90.5KNew |
$6.04M - $7.37M
|
90.5K
$7.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.94K+ 2.03% |
$263K - $321K
|
198K
$15.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-218K- 81.61% |
$14.6M - $17.8M
|
49.1K
$3.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.2K- 21.75% |
$80.1K - $97.7K
|
4.32K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.59K- 11.29% |
$574K - $700K
|
67.5K
$5.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.18K+ 2.18% |
$78.9K - $96.2K
|
55.5K
$4.42M
|