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
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-393- 8.06% |
$30.5K - $34.3K
|
4.48K
$374K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
246+ 6.22% |
$19.1K - $21.5K
|
4.2K
$351K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.14K- 9.65% |
$88.3K - $99.3K
|
10.7K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
56+ 1.35% |
$4.35K - $4.89K
|
4.22K
$352K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12- 0.43% |
$931 - $1.05K
|
2.78K
$232K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
332+ 9.97% |
$25.8K - $29K
|
3.66K
$305K
|
|
|
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
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.91K+ 30.46% |
$381K - $429K
|
21K
$1.76M
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-87- 2.8% |
$6.75K - $7.6K
|
3.02K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
23.6K+ 2.58% |
$1.84M - $2.06M
|
940K
$78.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-62.6K- 48.9% |
$4.86M - $5.46M
|
65.4K
$5.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.37K+ 9.57% |
$184K - $207K
|
27.1K
$2.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 3.96% |
$120K - $135K
|
40.6K
$3.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
190+ 4.93% |
$14.7K - $16.6K
|
4.05K
$337K
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16+ 0.06% |
$1.24K - $1.4K
|
27.3K
$2.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.26K+ 50.48% |
$97.8K - $110K
|
3.76K
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
492+ 5.99% |
$38.2K - $43K
|
8.7K
$726K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
420+ 7.33% |
$32.6K - $36.7K
|
6.15K
$513K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-228- 0.48% |
$17.7K - $19.9K
|
47.3K
$3.94M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
46+ 0.64% |
$3.57K - $4.02K
|
7.18K
$599K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 20.48% |
$127K - $143K
|
6.35K
$529K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
798+ 7.48% |
$61.9K - $69.7K
|
11.5K
$957K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
44+ 1.03% |
$3.42K - $3.84K
|
4.31K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
46+ 0.07% |
$3.57K - $4.02K
|
61.4K
$5.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-47- 10.09% |
$3.65K - $4.1K
|
419
$35K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
356+ 12.47% |
$27.6K - $31.1K
|
3.21K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.29K- 8.45% |
$411K - $462K
|
57.4K
$4.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-589- 13.29% |
$45.7K - $51.4K
|
3.84K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
9.96KNew |
$773K - $870K
|
9.96K
$831K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
2.49K+ 13.02% |
$193K - $217K
|
21.6K
$1.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
14.1K+ 1.74% |
$1.1M - $1.23M
|
828K
$69M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.79K+ 4185.48% |
$604K - $680K
|
7.97K
$665K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$310 - $349
|
10.1K
$845K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.13K+ 56.42% |
$243K - $274K
|
8.69K
$725K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.97K- 6.45% |
$308K - $347K
|
57.6K
$4.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
60+ 2.58% |
$4.66K - $5.24K
|
2.38K
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
2+ 0.03% |
$155 - $175
|
7.62K
$635K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
661New |
$51.3K - $57.7K
|
661
$55.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.53% |
$2.1K - $2.36K
|
5.11K
$426K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-71- 0.6% |
$5.51K - $6.2K
|
11.8K
$982K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 1.32% |
$3.26K - $3.67K
|
3.15K
$262K
|
|