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 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
29+ 0.49% |
$1.94K - $2.36K
|
5.93K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.49KNew |
$434K - $529K
|
6.49K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-126K- 40.74% |
$8.44M - $10.3M
|
184K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
525New |
$35.1K - $42.7K
|
525
$41.8K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
200+ 3.25% |
$13.4K - $16.3K
|
6.35K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
685+ 5.99% |
$45.7K - $55.8K
|
12.1K
$966K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-178- 2.81% |
$11.9K - $14.5K
|
6.16K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
748+ 5.39% |
$50K - $60.9K
|
14.6K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-18- 0.33% |
$1.2K - $1.47K
|
5.49K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 1.27% |
$7.01K - $8.55K
|
8.41K
$670K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-1.14K- 6.14% |
$75.9K - $92.6K
|
17.4K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
271+ 7.73% |
$18.1K - $22.1K
|
3.78K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.8K+ 51.72% |
$1.52M - $1.85M
|
66.8K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.73K+ 1.55% |
$116K - $141K
|
113K
$9.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.34K+ 20.96% |
$223K - $272K
|
19.3K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$8.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11.3K- 50.0% |
$753K - $919K
|
11.3K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-21- 0.36% |
$1.4K - $1.71K
|
5.73K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
692+ 13.81% |
$46.2K - $56.3K
|
5.7K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 11.68% |
$144K - $175K
|
16.3K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
324+ 3.72% |
$21.6K - $26.4K
|
9.02K
$719K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31+ 6.25% |
$2.07K - $2.52K
|
527
$42K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-170- 0.77% |
$11.4K - $13.8K
|
21.9K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-148- 6.85% |
$9.88K - $12.1K
|
2.01K
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.37K- 4.34% |
$91.5K - $112K
|
30.2K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-504- 4.03% |
$33.7K - $41K
|
12K
$957K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50.5K- 39.09% |
$3.38M - $4.12M
|
78.8K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-93- 1.63% |
$6.21K - $7.57K
|
5.62K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.12K- 66.69% |
$475K - $579K
|
3.55K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
235+ 1.02% |
$15.7K - $19.1K
|
23.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-136- 2.75% |
$9.08K - $11.1K
|
4.81K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-160- 4.96% |
$10.7K - $13K
|
3.07K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-67- 1.37% |
$4.47K - $5.46K
|
4.81K
$384K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-376- 2.5% |
$25.1K - $30.6K
|
14.7K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 12.93% |
$278K - $339K
|
36.3K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$337K - $410K
|
5.04K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
170+ 1.51% |
$11.4K - $13.8K
|
11.4K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
602+ 2.31% |
$40.2K - $49K
|
26.7K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$1.2K - $1.47K
|
6.88K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-122K- 6.18% |
$8.17M - $9.96M
|
1.86M
$148M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-240- 2.31% |
$16K - $19.5K
|
10.2K
$810K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-31- 0.08% |
$2.07K - $2.52K
|
37.1K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$112K - $137K
|
1.68K
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$303K - $369K
|
4.54K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 6.8% |
$6.68K - $8.14K
|
1.37K
$109K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 95.52% |
$27K - $33K
|
829
$66.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.8K- 98.5% |
$655K - $798K
|
149
$11.9K
|