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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.23KNew |
$67.8K - $95.4K
|
1.23K
$98.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-99- 27.89% |
$5.44K - $7.66K
|
256
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.82KNew |
$210K - $295K
|
3.82K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$2.8K - $3.94K
|
51
$4.07K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.1% |
$2.75K - $3.87K
|
50.5K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.44KNew |
$134K - $189K
|
2.44K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
953New |
$52.4K - $73.7K
|
953
$76K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
101K+ 16.6% |
$5.53M - $7.77M
|
706K
$56.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 0.41% |
$1.98K - $2.78K
|
8.67K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-175- 4.17% |
$9.62K - $13.5K
|
4.02K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.1K- 22.0% |
$60.5K - $85.1K
|
3.9K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-853- 17.58% |
$46.9K - $66K
|
4K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-680- 4.5% |
$37.4K - $52.6K
|
14.4K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-553- 19.76% |
$30.4K - $42.8K
|
2.25K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$23.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.56% |
$159K - $223K
|
14.5K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.09% |
$1.1K - $1.55K
|
21.7K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$26.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.65KNew |
$201K - $282K
|
3.65K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.6KNew |
$198K - $278K
|
3.6K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$39.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-222- 1.08% |
$12.2K - $17.2K
|
20.4K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-663- 0.23% |
$36.5K - $51.3K
|
289K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
677+ 16.24% |
$37.2K - $52.4K
|
4.85K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 1.16% |
$4.95K - $6.96K
|
7.7K
$614K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-5- 0.09% |
$275 - $387
|
5.69K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.2K- 11.11% |
$121K - $170K
|
17.6K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-745- 22.26% |
$41K - $57.6K
|
2.6K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.97KNew |
$163K - $229K
|
2.97K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.14KNew |
$173K - $243K
|
3.14K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-187- 1.87% |
$10.3K - $14.5K
|
9.83K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$275 - $387
|
5
$399
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
10.8KNew |
$594K - $835K
|
10.8K
$861K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-845- 21.5% |
$46.5K - $65.4K
|
3.09K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.46K- 66.24% |
$80.1K - $113K
|
742
$59.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22+ 0.36% |
$1.21K - $1.7K
|
6.08K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$24.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.43K- 53.61% |
$188K - $265K
|
2.97K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.32% |
$5.5K - $7.73K
|
4.2K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
72KNew |
$3.96M - $5.57M
|
72K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.29K- 25.96% |
$126K - $177K
|
6.53K
$520K
|