Latest Institutional Sells of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 0.74% |
$145K - $177K
|
290K
$23.6M
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$134K - $163K
|
10K
$815K
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-1.66K- 13.38% |
$111K - $135K
|
10.8K
$877K
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 7.32% |
$110K - $135K
|
20.9K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.18K- 24.6% |
$78.5K - $95.7K
|
3.6K
$293K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 18.64% |
$78.4K - $95.6K
|
5.12K
$417K
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-1.13K- 37.01% |
$75.5K - $92.1K
|
1.93K
$157K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 7.1% |
$68.1K - $83K
|
13.3K
$1.09M
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1K- 20.83% |
$66.8K - $81.4K
|
3.8K
$310K
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-980- 20.43% |
$65.4K - $79.8K
|
3.82K
$311K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-968- 6.29% |
$64.6K - $78.8K
|
14.4K
$1.18M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-965- 15.01% |
$64.4K - $78.6K
|
5.46K
$445K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-961- 9.63% |
$64.2K - $78.2K
|
9.02K
$735K
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-899- 22.26% |
$60K - $73.2K
|
3.14K
$256K
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-889- 14.32% |
$59.4K - $72.4K
|
5.32K
$433K
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-796- 5.57% |
$53.2K - $64.8K
|
13.5K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-792- 18.72% |
$52.9K - $64.5K
|
3.44K
$280K
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 16.77% |
$51.1K - $62.3K
|
3.8K
$309K
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-706- 14.12% |
$47.1K - $57.5K
|
4.29K
$350K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-700- 4.59% |
$46.7K - $57K
|
14.6K
$1.19M
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-665- 4.72% |
$44.4K - $54.1K
|
13.4K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-660- 15.28% |
$44.1K - $53.7K
|
3.66K
$298K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-659- 14.9% |
$44K - $53.7K
|
3.77K
$307K
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-645- 13.23% |
$43.1K - $52.5K
|
4.23K
$345K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-639- 17.76% |
$42.7K - $52K
|
2.96K
$241K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-637- 0.35% |
$42.5K - $51.9K
|
182K
$14.9M
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-622- 16.79% |
$41.5K - $50.6K
|
3.08K
$251K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-614- 3.1% |
$41K - $50K
|
19.2K
$1.56M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-535- 14.14% |
$35.7K - $43.6K
|
3.25K
$265K
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-500- 3.04% |
$33.4K - $40.7K
|
16K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-429- 21.7% |
$28.6K - $34.9K
|
1.55K
$126K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-421- 7.2% |
$28.1K - $34.3K
|
5.43K
$442K
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 6.16% |
$26.7K - $32.6K
|
6.09K
$496K
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-400- 1.37% |
$26.7K - $32.6K
|
28.8K
$2.35M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-378- 0.85% |
$25.2K - $30.8K
|
44.3K
$3.61M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-375- 4.93% |
$25K - $30.5K
|
7.23K
$589K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-373- 3.2% |
$24.9K - $30.4K
|
11.3K
$920K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-335- 4.78% |
$22.4K - $27.3K
|
6.68K
$544K
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 3.92% |
$20K - $24.4K
|
7.36K
$599K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.4% |
$20K - $24.4K
|
5.25K
$428K
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 0.35% |
$20K - $24.4K
|
85.2K
$6.94M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-295- 19.47% |
$19.7K - $24K
|
1.22K
$99.4K
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-266- 8.18% |
$17.8K - $21.7K
|
2.98K
$243K
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-249- 5.62% |
$16.6K - $20.3K
|
4.18K
$341K
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-248- 27.4% |
$16.6K - $20.2K
|
657
$53.5K
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-240- 2.31% |
$16K - $19.5K
|
10.2K
$828K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-227- 31.01% |
$15.2K - $18.5K
|
505
$41.1K
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-224- 75.68% |
$15K - $18.2K
|
72
$5.87K
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-221- 0.57% |
$14.8K - $18K
|
38.5K
$3.13M
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-210- 15.08% |
$14K - $17.1K
|
1.18K
$96.4K
|