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 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.51KNew |
$101K - $123K
|
1.51K
$121K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 0.19% |
$334 - $407
|
2.63K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
875+ 9.4% |
$58.4K - $71.2K
|
10.2K
$818K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.08K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 56.33% |
$414K - $505K
|
17.2K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.25K+ 43.49% |
$417K - $508K
|
20.6K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.89K- 17.12% |
$126K - $154K
|
9.13K
$733K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.13K- 11.23% |
$142K - $173K
|
16.8K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
29.9K+ 64.86% |
$1.99M - $2.43M
|
75.9K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
103+ 3.1% |
$6.88K - $8.39K
|
3.42K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.62K- 8.1% |
$242K - $294K
|
41K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.57K+ 7.48% |
$238K - $291K
|
51.3K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 2.98% |
$5.08K - $6.19K
|
2.48K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
50+ 1.39% |
$3.34K - $4.07K
|
3.64K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 32.26% |
$2K - $2.44K
|
123
$9.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64+ 91.43% |
$4.27K - $5.21K
|
134
$10.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.37KNew |
$492K - $600K
|
7.37K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-42- 0.95% |
$2.8K - $3.42K
|
4.38K
$352K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
49.2K+ 19.54% |
$3.28M - $4M
|
301K
$24.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 2.13% |
$70.5K - $85.9K
|
48.5K
$3.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.8K- 2.74% |
$786K - $958K
|
418K
$33.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
372+ 1.65% |
$24.8K - $30.3K
|
22.9K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
369K+ 26.86% |
$24.7M - $30.1M
|
1.74M
$140M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-600- 3.75% |
$40.1K - $48.9K
|
15.4K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
79.2K+ 5965.21% |
$5.29M - $6.45M
|
80.5K
$6.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.47KNew |
$98.2K - $120K
|
1.47K
$118K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.82K- 12.03% |
$188K - $229K
|
20.6K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
10K+ 56.84% |
$668K - $814K
|
27.6K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-87.3K- 19.61% |
$5.83M - $7.11M
|
358K
$28.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-263- 7.4% |
$17.6K - $21.4K
|
3.29K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-16.1K- 9.64% |
$1.08M - $1.31M
|
151K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-60- 0.84% |
$4.01K - $4.89K
|
7.09K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.52K- 62.66% |
$569K - $693K
|
5.08K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 3.01% |
$91.3K - $111K
|
46.8K
$3.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
371+ 2.65% |
$24.8K - $30.2K
|
14.4K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
64+ 193.94% |
$4.27K - $5.21K
|
97
$7.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$334 - $407
|
3.43K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-55- 1.69% |
$3.67K - $4.48K
|
3.2K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
344+ 11.38% |
$23K - $28K
|
3.37K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
59.7K+ 4.46% |
$3.99M - $4.86M
|
1.4M
$112M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
957+ 2.99% |
$63.9K - $77.9K
|
32.9K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
295+ 4.5% |
$19.7K - $24K
|
6.85K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-22.2K- 1.26% |
$1.48M - $1.81M
|
1.73M
$139M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$334 - $407
|
5.65K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.74K+ 30.01% |
$116K - $141K
|
7.52K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-8.31K- 7.85% |
$555K - $677K
|
97.6K
$7.84M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
948KNew |
$63.3M - $77.2M
|
948K
$76.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.13K- 9.0% |
$75.2K - $91.7K
|
11.4K
$914K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
75+ 0.91% |
$5.01K - $6.11K
|
8.33K
$668K
|