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 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-205- 19.64% |
$13.7K - $16.7K
|
839
$68.3K
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 4.65% |
$13.4K - $16.3K
|
4.1K
$334K
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-200- 50.0% |
$13.4K - $16.3K
|
200
$16.3K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.92% |
$13.4K - $16.3K
|
3.18K
$259K
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-199- 2.05% |
$13.3K - $16.2K
|
9.49K
$773K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-198- 3.86% |
$13.2K - $16.1K
|
4.93K
$402K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-192- 6.44% |
$12.8K - $15.6K
|
2.79K
$227K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-179- 2.86% |
$12K - $14.6K
|
6.08K
$495K
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-166- 5.1% |
$11.1K - $13.5K
|
3.09K
$251K
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-161- 2.55% |
$10.8K - $13.1K
|
6.15K
$501K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-161- 16.68% |
$10.8K - $13.1K
|
804
$65.5K
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-158- 54.86% |
$10.6K - $12.9K
|
130
$10.6K
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 1.81% |
$10K - $12.2K
|
8.14K
$663K
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 1.92% |
$10K - $12.2K
|
7.68K
$625K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-148- 6.85% |
$9.88K - $12.1K
|
2.01K
$164K
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-145- 3.61% |
$9.68K - $11.8K
|
3.87K
$315K
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-136- 2.75% |
$9.08K - $11.1K
|
4.81K
$392K
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-135- 3.94% |
$9.02K - $11K
|
3.29K
$268K
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-129- 0.27% |
$8.61K - $10.5K
|
47.5K
$3.87M
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-120- 2.28% |
$8.01K - $9.77K
|
5.15K
$419K
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-115- 3.66% |
$7.68K - $9.36K
|
3.03K
$247K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-104- 74.29% |
$6.95K - $8.47K
|
36
$2.93K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-81- 1.78% |
$5.41K - $6.6K
|
4.48K
$365K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-78- 0.87% |
$5.21K - $6.35K
|
8.87K
$723K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.36% |
$5.21K - $6.35K
|
1.71K
$139K
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-77- 2.27% |
$5.14K - $6.27K
|
3.32K
$270K
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-75- 1.43% |
$5.01K - $6.11K
|
5.16K
$420K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 3.54% |
$4.74K - $5.78K
|
1.94K
$158K
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-67- 1.37% |
$4.47K - $5.46K
|
4.81K
$392K
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-64- 1.31% |
$4.27K - $5.21K
|
4.8K
$391K
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-62- 1.09% |
$4.14K - $5.05K
|
5.63K
$459K
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-60- 1.08% |
$4.01K - $4.89K
|
5.5K
$448K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 1.99% |
$4.01K - $4.89K
|
2.95K
$240K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-60- 0.84% |
$4.01K - $4.89K
|
7.09K
$578K
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-55- 35.48% |
$3.67K - $4.48K
|
100
$8.15K
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-53- 1.03% |
$3.54K - $4.32K
|
5.08K
$414K
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-52- 0.78% |
$3.47K - $4.23K
|
6.64K
$541K
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-49- 1.63% |
$3.27K - $3.99K
|
2.96K
$241K
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-45- 0.4% |
$3.01K - $3.66K
|
11.3K
$918K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.39% |
$2.67K - $3.26K
|
10.3K
$841K
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.46% |
$2.54K - $3.09K
|
2.57K
$210K
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-37- 1.09% |
$2.47K - $3.01K
|
3.37K
$274K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-33- 0.32% |
$2.2K - $2.69K
|
10.4K
$850K
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-28- 0.21% |
$1.87K - $2.28K
|
13.2K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 0.53% |
$1.67K - $2.04K
|
4.66K
$380K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.45% |
$1.67K - $2.04K
|
1.7K
$138K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 2.33% |
$1.6K - $1.95K
|
1.01K
$81.9K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-21- 0.36% |
$1.4K - $1.71K
|
5.73K
$467K
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.16% |
$1.27K - $1.55K
|
11.6K
$941K
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-13- 2.43% |
$868 - $1.06K
|
521
$42.4K
|