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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7- 1.62% |
$361 - $427
|
426
$34K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.06KNew |
$364K - $430K
|
7.06K
$562K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 8.26% |
$6.96K - $8.23K
|
1.5K
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-403- 5.2% |
$20.8K - $24.6K
|
7.35K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$12K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.07% |
$516 - $610
|
14.3K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$197K - $233K
|
3.83K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-190- 5.64% |
$9.8K - $11.6K
|
3.18K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 1.02% |
$1.62M - $1.91M
|
3.12M
$249M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-55.5K- 7.69% |
$2.86M - $3.38M
|
667K
$53.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$39.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$8.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-214- 4.43% |
$11K - $13K
|
4.62K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$87.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-209- 80.69% |
$10.8K - $12.7K
|
50
$3.99K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 15.67% |
$10.3K - $12.2K
|
1.08K
$85.8K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.7K+ 46.34% |
$294K - $348K
|
18K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 21.47% |
$20.6K - $24.4K
|
1.46K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.03K - $7.13K
|
4.49K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-43- 0.4% |
$2.22K - $2.62K
|
10.8K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$5.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$472K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
60KNew |
$3.1M - $3.66M
|
60K
$4.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$2.99K - $3.54K
|
58
$4.62K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$4.38K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 3.13% |
$103 - $122
|
62
$4.94K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$399K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$668K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-200- 1.95% |
$10.3K - $12.2K
|
10K
$800K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-7- 0.01% |
$395 - $436
|
137K
$10.9M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-225- 5.09% |
$12.7K - $14K
|
4.2K
$334K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-123K- 27.14% |
$6.95M - $7.68M
|
331K
$26.4M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9.54KNew |
$538K - $595K
|
9.54K
$760K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.04% |
$56.4 - $62.3
|
2.6K
$207K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-220- 5.3% |
$12.4K - $13.7K
|
3.93K
$313K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9.59KNew |
$541K - $598K
|
9.59K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
40K+ 204.69% |
$2.26M - $2.49M
|
59.5K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 34.02% |
$142K - $157K
|
4.88K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-497- 25.4% |
$28K - $31K
|
1.46K
$116K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.31M- 15.68% |
$74M - $81.8M
|
7.05M
$562M
|
|
|
Aug 14, 2024
Q2 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-2.96K- 41.19% |
$167K - $184K
|
4.22K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.7KNew |
$96.1K - $106K
|
1.7K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-19.4K- 1.57% |
$1.09M - $1.21M
|
1.22M
$97M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
500+ 6.0% |
$28.2K - $31.2K
|
8.83K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-79- 3.99% |
$4.46K - $4.92K
|
1.9K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.35K+ 10.66% |
$133K - $146K
|
24.4K
$1.94M
|
|