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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
893+ 6.98% |
$68.8K - $76K
|
13.7K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
50+ 0.78% |
$3.85K - $4.26K
|
6.47K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2.43K- 88.98% |
$187K - $207K
|
301
$25.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-149- 2.38% |
$11.5K - $12.7K
|
6.12K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-15.7K- 0.5% |
$1.21M - $1.34M
|
3.14M
$262M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
400+ 12.84% |
$30.8K - $34.1K
|
3.52K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
123+ 0.85% |
$9.48K - $10.5K
|
14.6K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-321K- 85.06% |
$24.8M - $27.4M
|
56.4K
$4.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.2KNew |
$785K - $867K
|
10.2K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.18KNew |
$245K - $271K
|
3.18K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.99K+ 24.47% |
$384K - $425K
|
25.4K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-3.53K- 12.41% |
$272K - $301K
|
24.9K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16.5K- 5.87% |
$1.27M - $1.4M
|
264K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-940K- 2.27% |
$72.4M - $80M
|
40.5M
$3.37B
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96+ 0.15% |
$7.4K - $8.18K
|
64.2K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 3.42% |
$117K - $129K
|
42.8K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 7.53% |
$14.8M - $16.3M
|
2.74M
$229M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-2.4K- 37.5% |
$185K - $204K
|
4K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5K+ 26.83% |
$962K - $1.06M
|
59K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-651K- 84.11% |
$50.1M - $55.4M
|
123K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-754- 9.0% |
$58.1K - $64.2K
|
7.63K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-41.3K- 0.21% |
$3.18M - $3.52M
|
20M
$1.67B
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-83.2K- 93.53% |
$6.41M - $7.09M
|
5.75K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.74K- 3.79% |
$288K - $318K
|
94.8K
$7.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-5K- 0.35% |
$385K - $426K
|
1.42M
$118M
|
|
|
Nov 12, 2025
Q3 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
200+ 0.12% |
$15.4K - $17K
|
171K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-145- 0.2% |
$11.2K - $12.3K
|
73.4K
$6.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-28.8K- 3.61% |
$2.22M - $2.46M
|
769K
$64.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.88K+ 25.58% |
$453K - $500K
|
28.9K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 0.08% |
$164K - $181K
|
2.81M
$234M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
965+ 0.34% |
$74.4K - $82.2K
|
289K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$23.1K - $25.5K
|
300
$25K
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-595- 5.19% |
$45.8K - $50.7K
|
10.9K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
16.7K+ 120.11% |
$1.29M - $1.42M
|
30.6K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.01KNew |
$386K - $427K
|
5.01K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.44KNew |
$188K - $208K
|
2.44K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.21K- 4.29% |
$93K - $103K
|
26.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.31K+ 3.63% |
$101K - $111K
|
37.3K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.88K- 36.54% |
$145K - $160K
|
3.26K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-2.41M- 8.53% |
$186M - $206M
|
25.9M
$2.16B
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-440- 4.25% |
$33.9K - $37.5K
|
9.92K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.51K+ 49.84% |
$347K - $384K
|
13.6K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
229+ 200.88% |
$17.6K - $19.5K
|
343
$28.6K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
67+ 2.39% |
$5.16K - $5.71K
|
2.87K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
25.5K+ 55.92% |
$1.97M - $2.17M
|
71.2K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.99K+ 4.98% |
$615K - $680K
|
168K
$14M
|
|