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 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
12.5K+ 0.45% |
$971K - $1.09M
|
2.8M
$234M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-2.57K- 6.09% |
$200K - $225K
|
39.7K
$3.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
288+ 6.95% |
$22.4K - $25.1K
|
4.43K
$369K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
344+ 0.83% |
$26.7K - $30K
|
41.7K
$3.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-12- 0.16% |
$931 - $1.05K
|
7.4K
$617K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.75KNew |
$291K - $327K
|
3.75K
$313K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
342+ 7.5% |
$26.5K - $29.9K
|
4.9K
$409K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
818+ 14.21% |
$63.5K - $71.4K
|
6.58K
$549K
|
|
|
Jan 14, 2026
Q4 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.45% |
$1.71K - $1.92K
|
4.89K
$408K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
982+ 6.81% |
$76.2K - $85.7K
|
15.4K
$1.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
3K+ 7.32% |
$233K - $262K
|
44K
$3.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-88- 1.58% |
$6.83K - $7.68K
|
5.48K
$457K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-146K- 82.51% |
$11.4M - $12.8M
|
31K
$2.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.56K+ 28.61% |
$121K - $136K
|
6.99K
$583K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-156- 0.3% |
$12.1K - $13.6K
|
51.6K
$4.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.14% |
$466 - $524
|
4.45K
$371K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.8K+ 1.27% |
$217K - $245K
|
224K
$18.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.26K+ 86.18% |
$253K - $285K
|
7.05K
$588K
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.9K- 21.97% |
$147K - $166K
|
6.75K
$563K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.77K+ 20.24% |
$137K - $154K
|
10.5K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.22KNew |
$172K - $194K
|
2.22K
$185K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
472+ 0.63% |
$36.6K - $41.2K
|
75.4K
$6.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$233 - $262
|
3.83K
$320K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.93K+ 22.86% |
$305K - $343K
|
21.1K
$1.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-18- 0.21% |
$1.4K - $1.57K
|
8.41K
$701K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
28+ 0.67% |
$2.17K - $2.44K
|
4.24K
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-386- 12.56% |
$30K - $33.7K
|
2.69K
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.33KNew |
$181K - $204K
|
2.33K
$195K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
3.67KNew |
$285K - $321K
|
3.67K
$306K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
550+ 10.12% |
$42.7K - $48K
|
5.99K
$499K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
2.56KNew |
$199K - $224K
|
2.56K
$214K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
10New |
$776 - $873
|
10
$834
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-270- 2.82% |
$21K - $23.6K
|
9.32K
$778K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.16K+ 7.85% |
$89.8K - $101K
|
15.9K
$1.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-259- 1.63% |
$20.1K - $22.6K
|
15.6K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-156- 2.51% |
$12.1K - $13.6K
|
6.05K
$505K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
817+ 8.93% |
$63.4K - $71.3K
|
9.97K
$831K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-20- 0.26% |
$1.55K - $1.75K
|
7.68K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
Sicart Associates LLC
|
SELL
|
- |
-170- 0.15% |
$13.2K - $14.8K
|
112K
$9.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.16KNew |
$168K - $189K
|
2.16K
$180K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.49K- 3.64% |
$116K - $130K
|
39.5K
$3.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
53+ 1.55% |
$4.11K - $4.63K
|
3.47K
$290K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 5.91% |
$168K - $189K
|
34.4K
$2.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-18- 0.25% |
$1.4K - $1.57K
|
7.12K
$594K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 0.68% |
$4.58K - $5.15K
|
8.71K
$727K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$77.6 - $87.3
|
9.14K
$762K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
244+ 2.48% |
$18.9K - $21.3K
|
10.1K
$840K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.09K- 7.53% |
$318K - $357K
|
50.3K
$4.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
32.3K+ 96.01% |
$2.51M - $2.82M
|
66K
$5.5M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 51.48% |
$81K - $91.1K
|
983
$82K
|
|