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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 0.1% |
$2.39K - $2.64K
|
30.9K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18+ 0.43% |
$1.39K - $1.53K
|
4.23K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
88+ 2.3% |
$6.78K - $7.49K
|
3.92K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36.8K+ 48.44% |
$2.83M - $3.13M
|
113K
$9.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-506- 2.93% |
$39K - $43.1K
|
16.7K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-358- 20.12% |
$27.6K - $30.5K
|
1.42K
$119K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 21.03% |
$1.37M - $1.52M
|
66.9K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.68KNew |
$206K - $228K
|
2.68K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6.68K+ 178.98% |
$515K - $569K
|
10.4K
$869K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 10.21% |
$142K - $157K
|
19.8K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-108- 0.82% |
$8.32K - $9.2K
|
13K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-111- 0.95% |
$8.55K - $9.45K
|
11.5K
$962K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12- 0.37% |
$925 - $1.02K
|
3.23K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
29+ 0.98% |
$2.23K - $2.47K
|
2.98K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-221- 5.78% |
$17K - $18.8K
|
3.6K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-222K- 45.84% |
$17.1M - $18.9M
|
262K
$21.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
594+ 3.52% |
$45.8K - $50.6K
|
17.5K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-2.2K- 24.34% |
$169K - $187K
|
6.83K
$570K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
106+ 1.71% |
$8.17K - $9.03K
|
6.3K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.01K+ 29.16% |
$77.7K - $85.8K
|
4.47K
$372K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.05K+ 7.07% |
$235K - $260K
|
46.2K
$3.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.06K+ 1.24% |
$81.8K - $90.4K
|
86.9K
$7.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
717+ 20.74% |
$55.2K - $61.1K
|
4.17K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.03K- 32.11% |
$233K - $258K
|
6.4K
$534K
|
|
|
Oct 27, 2025
Q3 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-95- 0.3% |
$7.32K - $8.09K
|
31.3K
$2.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-12.5K- 9.41% |
$965K - $1.07M
|
121K
$10.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
47+ 1.47% |
$3.62K - $4K
|
3.25K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-76- 1.28% |
$5.86K - $6.47K
|
5.87K
$490K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.15K+ 5.8% |
$88.7K - $98K
|
21K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
376+ 2.01% |
$29K - $32K
|
19.1K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-520- 1.62% |
$40.1K - $44.3K
|
31.5K
$2.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.59K+ 0.59% |
$200K - $221K
|
443K
$36.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-217- 2.47% |
$16.7K - $18.5K
|
8.56K
$714K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
6.74K+ 39.71% |
$519K - $574K
|
23.7K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
133+ 0.41% |
$10.2K - $11.3K
|
32.3K
$2.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.12K- 12.61% |
$86.5K - $95.5K
|
7.78K
$649K
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
119+ 2.04% |
$9.17K - $10.1K
|
5.95K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1.21K+ 1303.23% |
$93.4K - $103K
|
1.31K
$109K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.34KNew |
$180K - $199K
|
2.34K
$195K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6.77K- 54.54% |
$522K - $576K
|
5.64K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-54- 1.1% |
$4.16K - $4.6K
|
4.85K
$404K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.11K+ 126.36% |
$85.7K - $94.7K
|
1.99K
$166K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
177+ 6.0% |
$13.6K - $15.1K
|
3.13K
$261K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.6K+ 10.39% |
$431K - $477K
|
59.5K
$4.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
77+ 2.3% |
$5.93K - $6.56K
|
3.43K
$286K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-285- 0.38% |
$22K - $24.3K
|
74.8K
$6.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.18K+ 2.28% |
$91.2K - $101K
|
53K
$4.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
547+ 12.37% |
$42.1K - $46.6K
|
4.97K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
84+ 1.28% |
$6.47K - $7.15K
|
6.64K
$554K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
688New |
$53K - $58.6K
|
688
$57.4K
|
|