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 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
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-300- 1.29% |
$20K - $24.4K
|
22.9K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-744- 0.38% |
$49.7K - $60.6K
|
197K
$15.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 0.26% |
$2.2K - $2.69K
|
12.8K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-104- 2.16% |
$6.95K - $8.47K
|
4.71K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
104+ 0.94% |
$6.95K - $8.47K
|
11.2K
$894K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 8.88% |
$292K - $357K
|
53.7K
$4.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15+ 0.1% |
$1K - $1.22K
|
14.8K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-65- 1.84% |
$4.34K - $5.29K
|
3.47K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.85K- 16.81% |
$190K - $232K
|
14.1K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9+ 60.0% |
$601 - $733
|
24
$1.91K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.05K
$482K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-84- 0.39% |
$5.61K - $6.84K
|
21.5K
$1.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 4.44% |
$6.01K - $7.33K
|
2.12K
$169K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.2K- 8.01% |
$816K - $995K
|
140K
$11.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-800- 3.21% |
$53.4K - $65.1K
|
24.2K
$1.93M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-968- 6.29% |
$64.6K - $78.8K
|
14.4K
$1.15M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.15KNew |
$210K - $257K
|
3.15K
$251K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
145New |
$7.97K - $11.2K
|
145
$11.6K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
762K+ 7.98% |
$41.9M - $58.9M
|
10.3M
$821M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
230+ 0.83% |
$12.6K - $17.8K
|
28K
$2.23M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60.8K+ 14.33% |
$3.34M - $4.7M
|
485K
$38.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 13.74% |
$97.5K - $137K
|
11.1K
$887K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
121K+ 1.99% |
$6.66M - $9.37M
|
6.2M
$494M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
26.7K+ 1.75% |
$1.47M - $2.07M
|
1.55M
$124M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 12.68% |
$57.1K - $80.4K
|
7.15K
$570K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
42.8KNew |
$2.35M - $3.31M
|
42.8K
$3.41M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
207New |
$11.4K - $16K
|
207
$16.5K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.65K - $2.32K
|
30
$2.39K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.94KNew |
$162K - $227K
|
2.94K
$234K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
65.1KNew |
$3.58M - $5.04M
|
65.1K
$5.19M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
7.29KNew |
$401K - $564K
|
7.29K
$581K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75- 30.0% |
$4.12K - $5.8K
|
175
$13.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$12.2K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
9.08KNew |
$499K - $702K
|
9.08K
$724K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-123- 1.28% |
$6.76K - $9.51K
|
9.49K
$757K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-319- 76.13% |
$17.5K - $24.7K
|
100
$7.97K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6New |
$330 - $464
|
6
$478
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.07KNew |
$169K - $238K
|
3.07K
$245K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
293+ 16.35% |
$16.1K - $22.7K
|
2.09K
$166K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.23K- 17.15% |
$453K - $637K
|
39.8K
$3.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.47KNew |
$191K - $268K
|
3.47K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.2K+ 16.91% |
$506K - $712K
|
63.6K
$5.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
64+ 0.72% |
$3.52K - $4.95K
|
8.91K
$710K
|
|