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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
765+ 15.25% |
$43.2K - $47.7K
|
5.78K
$461K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
167New |
$9.42K - $10.4K
|
167
$13.3K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-29.8K- 93.98% |
$1.68M - $1.86M
|
1.91K
$152K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2New |
$113 - $125
|
2
$159
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$115K - $127K
|
2.04K
$162K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.24K- 3.38% |
$239K - $264K
|
121K
$9.67M
|
|
Q1 2024 | |||||||
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-181Closed |
$8.41K - $10.5K
|
0
$0
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12.6K- 13.59% |
$584K - $729K
|
80K
$6.38M
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
49.2MNew |
$2.28B - $2.85B
|
49.2M
$3.92B
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
871New |
$40.4K - $50.5K
|
871
$69.4K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 285.1% |
$1.19M - $1.48M
|
34.5K
$2.75M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 2.57% |
$17.9K - $22.3K
|
14.6K
$1.17M
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$13.9K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$3.81M
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4KNew |
$186K - $232K
|
4K
$319K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
100KNew |
$4.64M - $5.8M
|
100K
$7.97M
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-1.25K- 14.02% |
$57.8K - $72.2K
|
7.64K
$609K
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
600New |
$27.9K - $34.8K
|
600
$47.8K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.06K- 3.38% |
$282K - $351K
|
173K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.04KNew |
$188K - $234K
|
4.04K
$322K
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$323K
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
6.58KNew |
$306K - $382K
|
6.58K
$525K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-571- 11.91% |
$26.5K - $33.1K
|
4.23K
$337K
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
4.07KNew |
$189K - $236K
|
4.07K
$324K
|
|
May 15, 2024
Q1 2024
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-631K- 64.6% |
$29.3M - $36.5M
|
345K
$27.5M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-58K- 34.16% |
$2.69M - $3.36M
|
112K
$8.91M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
30.8K+ 12.22% |
$1.43M - $1.79M
|
283K
$22.5M
|
|
May 15, 2024
Q1 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
10KNew |
$464K - $580K
|
10K
$797K
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.64M - $5.8M
|
100K
$7.97M
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$321K
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.7KNew |
$172K - $214K
|
3.7K
$295K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
883+ 294.33% |
$41K - $51.2K
|
1.18K
$94.3K
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$79.9K - $99.7K
|
1.72K
$137K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
36+ 25.9% |
$1.67K - $2.09K
|
175
$13.9K
|
|
May 14, 2024
Q1 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$1.39M - $1.74M
|
30K
$2.39M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.67K- 1.81% |
$124K - $155K
|
145K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.47K+ 4.58% |
$68.3K - $85.2K
|
33.6K
$2.68M
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
5.21KNew |
$242K - $302K
|
5.21K
$415K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$209K - $261K
|
4.5K
$359K
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-14.4K- 55.58% |
$670K - $837K
|
11.5K
$919K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.26K+ 0.94% |
$151K - $189K
|
351K
$28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 133.83% |
$4.75M - $5.93M
|
179K
$14.3M
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
54.2KNew |
$2.52M - $3.14M
|
54.2K
$4.32M
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-14K- 3.52% |
$650K - $811K
|
384K
$30.6M
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
190K+ 20026.32% |
$8.84M - $11M
|
191K
$15.2M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-699- 5.29% |
$32.5K - $40.5K
|
12.5K
$999K
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
4KNew |
$186K - $232K
|
4K
$319K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.9K- 1.18% |
$507K - $633K
|
912K
$72.7M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.25K- 6.07% |
$151K - $188K
|
50.3K
$4.01M
|