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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 8.54% |
$736K - $1.04M
|
170K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.6K+ 12.5% |
$693K - $975K
|
113K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.1K- 15.79% |
$170K - $240K
|
16.5K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 5.48% |
$23.7K - $33.3K
|
8.3K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
78+ 0.79% |
$4.29K - $6.03K
|
9.96K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-536- 4.46% |
$29.5K - $41.5K
|
11.5K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.65% |
$10.2K - $14.4K
|
11.1K
$872K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-808- 4.18% |
$44.4K - $62.5K
|
18.5K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$147K - $207K
|
2.68K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-128- 0.41% |
$7.04K - $9.9K
|
30.9K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.89K- 10.98% |
$104K - $146K
|
15.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
111+ 16.67% |
$6.1K - $8.59K
|
777
$61.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
875+ 3.81% |
$48.1K - $67.7K
|
23.9K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
93+ 0.36% |
$5.11K - $7.19K
|
26.1K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
4.24K+ 21.55% |
$233K - $328K
|
23.9K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-87- 1.34% |
$4.78K - $6.73K
|
6.43K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.09KNew |
$170K - $239K
|
3.09K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 0.36% |
$3.74K - $5.26K
|
18.9K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.72K+ 1.7% |
$314K - $442K
|
341K
$26.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.69K- 11.18% |
$368K - $517K
|
53.1K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.39K+ 26.33% |
$76.4K - $108K
|
6.67K
$526K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.6K- 14.02% |
$87.9K - $124K
|
9.8K
$772K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.78K- 4.93% |
$97.8K - $138K
|
34.3K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-750- 5.08% |
$41.2K - $58K
|
14K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.9KNew |
$104K - $147K
|
1.9K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-777K- 42.24% |
$42.7M - $60.1M
|
1.06M
$83.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-506- 13.47% |
$27.8K - $39.1K
|
3.25K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
149+ 2.92% |
$8.19K - $11.5K
|
5.25K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-152- 3.55% |
$8.36K - $11.8K
|
4.13K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 0.4% |
$2.75K - $3.87K
|
12.6K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.8K+ 21.03% |
$651K - $916K
|
68.2K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.5K- 6.52% |
$687K - $967K
|
179K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$191K - $269K
|
3.48K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.12KNew |
$171K - $241K
|
3.12K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
14.5K+ 153.76% |
$799K - $1.12M
|
24K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-8.56K- 3.99% |
$470K - $662K
|
206K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 7.39% |
$33.2K - $46.6K
|
8.76K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.28K- 28.7% |
$235K - $331K
|
10.6K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.28K+ 18.27% |
$345K - $486K
|
40.7K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.5KNew |
$631K - $888K
|
11.5K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-713- 10.19% |
$39.2K - $55.2K
|
6.28K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.17KNew |
$174K - $245K
|
3.17K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.04K- 4.73% |
$277K - $390K
|
101K
$7.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 1.86% |
$314K - $442K
|
313K
$24.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.05KNew |
$168K - $236K
|
3.05K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-465- 3.61% |
$25.6K - $36K
|
12.4K
$979K
|