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 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.22K+ 31.44% |
$215K - $262K
|
13.5K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-311- 10.99% |
$20.8K - $25.3K
|
2.52K
$201K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-148K- 99.44% |
$9.88M - $12M
|
833
$66.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 5.93% |
$1.13M - $1.37M
|
302K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
98+ 0.7% |
$6.54K - $7.98K
|
14.1K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.55K+ 27.01% |
$370K - $451K
|
26.1K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.64K+ 13.47% |
$109K - $133K
|
13.8K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
3.82K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
70.2K+ 52.49% |
$4.69M - $5.72M
|
204K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.8K- 13.75% |
$187K - $228K
|
17.6K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.87KNew |
$659K - $803K
|
9.87K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.75K+ 17.34% |
$117K - $143K
|
11.9K
$946K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.02% |
$801 - $977
|
74.8K
$5.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.29K- 3.86% |
$153K - $187K
|
57.2K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
275+ 3.8% |
$18.4K - $22.4K
|
7.51K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-14.6K- 11.85% |
$977K - $1.19M
|
109K
$8.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-175- 0.59% |
$11.7K - $14.2K
|
29.7K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-421- 7.2% |
$28.1K - $34.3K
|
5.43K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
175+ 3.15% |
$11.7K - $14.2K
|
5.72K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.23K+ 25.15% |
$149K - $182K
|
11.1K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.13% |
$4.01K - $4.89K
|
46.1K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.89K+ 6.48% |
$126K - $154K
|
31K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30- 0.31% |
$2K - $2.44K
|
9.66K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
220+ 5.67% |
$14.7K - $17.9K
|
4.1K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
553+ 7.46% |
$36.9K - $45K
|
7.96K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
701+ 1.66% |
$46.8K - $57.1K
|
42.9K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-84.2K- 45.03% |
$5.62M - $6.86M
|
103K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
187+ 4.42% |
$12.5K - $15.2K
|
4.42K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-8.82K- 56.16% |
$589K - $718K
|
6.88K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.97K- 2.19% |
$332K - $405K
|
222K
$17.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3KNew |
$201K - $245K
|
3K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-161- 16.68% |
$10.8K - $13.1K
|
804
$64.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-61- 1.45% |
$4.07K - $4.97K
|
4.15K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.18K- 37.13% |
$613K - $747K
|
15.5K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.27KNew |
$218K - $266K
|
3.27K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-9.12K- 3.9% |
$609K - $742K
|
225K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-74K- 43.6% |
$4.94M - $6.03M
|
95.7K
$7.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-34.7K- 5.64% |
$2.31M - $2.82M
|
580K
$46.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.24K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 2.9% |
$828K - $1.01M
|
415K
$33.1M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-95- 2.02% |
$6.34K - $7.73K
|
4.61K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$801 - $977
|
4.28K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 6.16% |
$26.7K - $32.6K
|
6.09K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
262+ 0.86% |
$17.5K - $21.3K
|
30.6K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
450+ 5.61% |
$30.1K - $36.6K
|
8.47K
$675K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.12% |
$467 - $570
|
6.06K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
60+ 1.79% |
$4.01K - $4.89K
|
3.41K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-454- 4.1% |
$30.3K - $37K
|
10.6K
$846K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
100+ 2.43% |
$6.68K - $8.14K
|
4.21K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-55- 35.48% |
$3.67K - $4.48K
|
100
$7.97K
|