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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 1.23% |
$760K - $1.07M
|
1.14M
$88.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
700+ 2.21% |
$38.5K - $54.1K
|
32.4K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$25.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$807K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$9.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-253- 7.03% |
$13.9K - $19.6K
|
3.35K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-96- 1.18% |
$5.28K - $7.43K
|
8.02K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.65KNew |
$201K - $282K
|
3.65K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
37.9K+ 473.46% |
$2.08M - $2.93M
|
45.9K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-35K- 28.23% |
$1.92M - $2.71M
|
89K
$6.94M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.12K- 5.59% |
$117K - $164K
|
35.9K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-267- 4.46% |
$14.7K - $20.7K
|
5.71K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-15.2K- 23.8% |
$837K - $1.18M
|
48.8K
$3.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-202- 0.64% |
$11.1K - $15.6K
|
31.6K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$663K - $933K
|
12.1K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-261- 7.13% |
$14.3K - $20.2K
|
3.4K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-192- 3.89% |
$10.6K - $14.9K
|
4.75K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$6.1K - $8.59K
|
9.35K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 10.58% |
$127K - $179K
|
19.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.6KNew |
$198K - $278K
|
3.6K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4- 0.06% |
$220 - $309
|
6.15K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-551- 3.91% |
$30.3K - $42.6K
|
13.5K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$38.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.25K+ 5.83% |
$68.9K - $96.9K
|
22.8K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
823+ 3.41% |
$45.2K - $63.7K
|
25K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
144K+ 13.32% |
$7.92M - $11.1M
|
1.23M
$95.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-358K- 96.88% |
$19.7M - $27.7M
|
11.5K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-364- 8.28% |
$20K - $28.2K
|
4.03K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
362+ 1.26% |
$19.9K - $28K
|
29.2K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 27.04% |
$145K - $204K
|
7.12K
$555K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.78% |
$4.4K - $6.19K
|
10.3K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.14K+ 18.39% |
$118K - $165K
|
13.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 8.26% |
$29.2K - $41.2K
|
5.91K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
235+ 3.13% |
$12.9K - $18.2K
|
7.75K
$604K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.44K- 13.09% |
$134K - $189K
|
16.2K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44.1K+ 5.12% |
$2.43M - $3.41M
|
906K
$70.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-201- 1.26% |
$11.1K - $15.5K
|
15.8K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.77K- 46.35% |
$152K - $214K
|
3.21K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
123+ 183.58% |
$6.76K - $9.51K
|
190
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.14K- 10.97% |
$117K - $165K
|
17.3K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-658- 10.12% |
$36.2K - $50.9K
|
5.85K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87K+ 34.05% |
$103K - $144K
|
7.35K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.49K- 11.47% |
$467K - $657K
|
65.5K
$5.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
57+ 1.6% |
$3.13K - $4.41K
|
3.61K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
217+ 2.23% |
$11.9K - $16.8K
|
9.95K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 6.9% |
$22.3K - $31.3K
|
6.27K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105+ 2.03% |
$5.77K - $8.12K
|
5.28K
$412K
|