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 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$200 - $244
|
1.21K
$96.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.44K- 8.19% |
$230K - $280K
|
38.5K
$3.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-53- 1.03% |
$3.54K - $4.32K
|
5.08K
$405K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-209- 6.83% |
$14K - $17K
|
2.85K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-210- 15.08% |
$14K - $17.1K
|
1.18K
$94.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-193- 1.01% |
$12.9K - $15.7K
|
18.9K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-64- 1.1% |
$4.27K - $5.21K
|
5.74K
$458K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-502- 3.14% |
$33.5K - $40.9K
|
15.5K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
112+ 2.17% |
$7.48K - $9.12K
|
5.28K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-73- 0.64% |
$4.87K - $5.94K
|
11.4K
$910K
|
|
|
Apr 17, 2025
Q1 2025
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-61.9K- 3.26% |
$4.14M - $5.04M
|
1.84M
$146M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.23K- 14.19% |
$215K - $263K
|
19.5K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 29.89% |
$1.74K - $2.12K
|
61
$4.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-12- 0.13% |
$801 - $977
|
9.44K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
6.55K+ 104.07% |
$437K - $533K
|
12.8K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
391+ 0.59% |
$26.1K - $31.8K
|
66.6K
$5.31M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.32KNew |
$222K - $270K
|
3.32K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 1.33% |
$1.87K - $2.28K
|
2.13K
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.37K+ 354.81% |
$91.2K - $111K
|
1.75K
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
248+ 1.83% |
$16.6K - $20.2K
|
13.8K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
538+ 9.1% |
$35.9K - $43.8K
|
6.45K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
702+ 0.82% |
$46.9K - $57.2K
|
86.4K
$6.89M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
19.4K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
126+ 0.41% |
$8.41K - $10.3K
|
31K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.85K+ 34.19% |
$458K - $558K
|
26.9K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
297+ 0.69% |
$19.8K - $24.2K
|
43.3K
$3.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.39% |
$2.67K - $3.26K
|
10.3K
$823K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.28K- 6.83% |
$85.5K - $104K
|
17.5K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-107- 0.58% |
$7.15K - $8.71K
|
18.4K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-245- 4.35% |
$16.4K - $19.9K
|
5.39K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-368- 1.14% |
$24.6K - $30K
|
32K
$2.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-158- 54.86% |
$10.6K - $12.9K
|
130
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-400- 1.37% |
$26.7K - $32.6K
|
28.8K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.41K+ 3.16% |
$361K - $440K
|
176K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
504+ 1.66% |
$33.7K - $41K
|
30.9K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.67K- 0.46% |
$111K - $136K
|
360K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
198+ 1.17% |
$13.2K - $16.1K
|
17.1K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-8.25K- 18.63% |
$551K - $672K
|
36K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 4.66% |
$161K - $196K
|
49.4K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$7.41K - $9.04K
|
111
$8.85K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18K+ 7.64% |
$78.6K - $95.8K
|
16.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-81- 1.78% |
$5.41K - $6.6K
|
4.48K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$134K - $163K
|
10K
$797K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-6.7K- 65.66% |
$448K - $546K
|
3.51K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-645- 13.23% |
$43.1K - $52.5K
|
4.23K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.01K+ 10.46% |
$67.1K - $81.8K
|
10.6K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.55KNew |
$504K - $615K
|
7.55K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
602+ 10.09% |
$40.2K - $49K
|
6.57K
$524K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
926+ 4.99% |
$61.8K - $75.4K
|
19.5K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.51K- 3.28% |
$167K - $204K
|
73.9K
$5.89M
|