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 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.4K- 9.54% |
$360K - $440K
|
51.2K
$4.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.82K- 79.89% |
$322K - $392K
|
1.21K
$96.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
195+ 3.64% |
$13K - $15.9K
|
5.56K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-57.9K- 51.96% |
$3.87M - $4.72M
|
53.6K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
991+ 1.51% |
$66.2K - $80.7K
|
66.5K
$5.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3.28K- 3.69% |
$219K - $267K
|
85.7K
$6.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$66.8 - $81.4
|
3.21K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-14.4K- 2.91% |
$959K - $1.17M
|
479K
$38.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.7K+ 163.68% |
$2.12M - $2.58M
|
51.1K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-255- 2.1% |
$17K - $20.8K
|
11.9K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.64K+ 27.05% |
$310K - $378K
|
21.8K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
125+ 0.52% |
$8.35K - $10.2K
|
24.1K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.23% |
$13.4K - $16.3K
|
3.41K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15+ 0.24% |
$1K - $1.22K
|
6.28K
$500K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-82- 2.74% |
$5.48K - $6.68K
|
2.91K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.92% |
$13.4K - $16.3K
|
3.18K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.27K- 10.39% |
$151K - $184K
|
19.5K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-24- 0.49% |
$1.6K - $1.95K
|
4.84K
$386K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.5% |
$66.8 - $81.4
|
201
$16K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
53+ 63.1% |
$3.54K - $4.32K
|
137
$10.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 9.31% |
$2.34K - $2.85K
|
411
$32.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-109- 0.72% |
$7.28K - $8.87K
|
15.1K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.9K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.51K- 21.97% |
$301K - $367K
|
16K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50.6KNew |
$3.38M - $4.12M
|
50.6K
$4.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.25K- 0.67% |
$83.3K - $102K
|
185K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
3+ 0.03% |
$200 - $244
|
10.6K
$848K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
114+ 0.67% |
$7.61K - $9.28K
|
17.1K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.57K+ 9.83% |
$105K - $128K
|
17.6K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-167- 1.01% |
$11.2K - $13.6K
|
16.4K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 20.14% |
$67.2K - $82K
|
6.01K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.36% |
$5.21K - $6.35K
|
1.71K
$136K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.5K+ 73.51% |
$771K - $940K
|
27.3K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-25.5K- 76.91% |
$1.7M - $2.07M
|
7.65K
$610K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$334 - $407
|
3.11K
$248K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.6K- 7.05% |
$174K - $212K
|
34.3K
$2.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-244- 0.22% |
$16.3K - $19.9K
|
109K
$8.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.55K+ 9.96% |
$638K - $778K
|
105K
$8.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.9K+ 29.55% |
$127K - $155K
|
8.32K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 13.39% |
$330K - $403K
|
41.9K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
300+ 9.55% |
$20K - $24.4K
|
3.44K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.6K- 28.04% |
$708K - $863K
|
27.2K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65+ 8.08% |
$4.34K - $5.29K
|
869
$69.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
352+ 1.24% |
$23.5K - $28.7K
|
28.7K
$2.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 1.92% |
$10K - $12.2K
|
7.68K
$612K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.28K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-8.61K- 90.73% |
$575K - $701K
|
879
$70.1K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 0.56% |
$2.67K - $3.26K
|
7.07K
$563K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 32.22% |
$334K - $407K
|
10.5K
$838K
|