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 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
119+ 1.93% |
$7.95K - $9.69K
|
6.29K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21K+ 6.37% |
$281K - $343K
|
70.3K
$5.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
161+ 1.71% |
$10.8K - $13.1K
|
9.59K
$764K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-360- 1.11% |
$24K - $29.3K
|
32.1K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-706- 14.12% |
$47.1K - $57.5K
|
4.29K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$81.5K - $99.3K
|
1.22K
$97.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-440- 1.02% |
$29.4K - $35.8K
|
42.8K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
58K+ 963.8% |
$3.87M - $4.72M
|
64K
$5.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.57K- 44.04% |
$239K - $291K
|
4.54K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-32- 0.14% |
$2.14K - $2.61K
|
23.4K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.7KNew |
$985K - $1.2M
|
14.7K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-16.2K- 1.34% |
$1.08M - $1.32M
|
1.19M
$94.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.97K+ 23.06% |
$265K - $323K
|
21.2K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
389+ 4.07% |
$26K - $31.7K
|
9.94K
$793K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
91+ 0.5% |
$6.08K - $7.41K
|
18.3K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
19+ 0.48% |
$1.27K - $1.55K
|
3.94K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.92KNew |
$262K - $319K
|
3.92K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.02% |
$134 - $163
|
8.42K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
907+ 24.1% |
$60.6K - $73.8K
|
4.67K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-3.09K- 7.68% |
$206K - $251K
|
37.1K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.05% |
$868 - $1.06K
|
24.3K
$1.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.08% |
$134 - $163
|
2.41K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.49K- 45.76% |
$166K - $203K
|
2.95K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-335- 4.78% |
$22.4K - $27.3K
|
6.68K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-13- 0.08% |
$868 - $1.06K
|
15.8K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.06% |
$134 - $163
|
3.33K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.72K+ 34.29% |
$315K - $384K
|
18.5K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-889- 19.72% |
$59.4K - $72.4K
|
3.62K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-439- 2.78% |
$29.3K - $35.7K
|
15.4K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.45% |
$1.67K - $2.04K
|
1.7K
$135K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.41K- 18.77% |
$228K - $278K
|
14.8K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-62- 1.09% |
$4.14K - $5.05K
|
5.63K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
103+ 1.91% |
$6.88K - $8.39K
|
5.5K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-7- 0.55% |
$467 - $570
|
1.28K
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-295- 19.47% |
$19.7K - $24K
|
1.22K
$97.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-75- 1.43% |
$5.01K - $6.11K
|
5.16K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.2K+ 28.82% |
$818K - $997K
|
54.7K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.11K+ 6.24% |
$141K - $172K
|
36K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
361+ 8.22% |
$24.1K - $29.4K
|
4.75K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
289+ 0.82% |
$19.3K - $23.5K
|
35.5K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.04% |
$188K - $229K
|
58.7K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-47K- 11.27% |
$3.14M - $3.83M
|
370K
$29.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-115- 3.66% |
$7.68K - $9.36K
|
3.03K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
713+ 14.05% |
$47.6K - $58.1K
|
5.79K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
778+ 2.17% |
$52K - $63.3K
|
36.6K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$3.34K - $4.07K
|
3.74K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 0.5% |
$2.74K - $3.34K
|
8.18K
$652K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 589.29% |
$11K - $13.4K
|
193
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-912- 4.6% |
$60.9K - $74.3K
|
18.9K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
676+ 48.81% |
$45.1K - $55K
|
2.06K
$164K
|