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 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-13- 0.24% |
$1.01K - $1.13K
|
5.5K
$459K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
954+ 0.54% |
$74K - $83.3K
|
178K
$14.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.61K+ 0.41% |
$591K - $665K
|
1.84M
$154M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.06K+ 14.69% |
$238K - $267K
|
23.9K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 0.86% |
$1.55K - $1.75K
|
2.35K
$196K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
5.62K+ 4.33% |
$436K - $490K
|
135K
$11.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
PUT |
4.2K+ 5.64% |
$326K - $367K
|
78.7K
$6.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.16K- 4.03% |
$89.7K - $101K
|
27.5K
$2.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.3KNew |
$179K - $201K
|
2.3K
$192K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 1.13% |
$4.81K - $5.41K
|
5.54K
$462K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.57K+ 4.86% |
$122K - $137K
|
33.8K
$2.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.78K+ 2.31% |
$293K - $330K
|
167K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-728- 8.8% |
$56.5K - $63.6K
|
7.55K
$630K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-36- 6.56% |
$2.79K - $3.14K
|
513
$42.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
180+ 5.86% |
$14K - $15.7K
|
3.25K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
5+ 0.02% |
$388 - $437
|
33.2K
$2.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-26- 0.95% |
$2.02K - $2.27K
|
2.7K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
403+ 6.68% |
$31.3K - $35.2K
|
6.43K
$537K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
20+ 0.35% |
$1.55K - $1.75K
|
5.72K
$477K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.12K+ 16.26% |
$242K - $272K
|
22.3K
$1.86M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
204+ 2.05% |
$15.8K - $17.8K
|
10.2K
$849K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.35K- 44.2% |
$104K - $118K
|
1.7K
$142K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 75.68% |
$346K - $389K
|
10.3K
$863K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
463+ 16.51% |
$35.9K - $40.4K
|
3.27K
$273K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
254+ 1.0% |
$19.7K - $22.2K
|
25.7K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.21KNew |
$172K - $193K
|
2.21K
$185K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-240- 0.8% |
$18.6K - $21K
|
29.8K
$2.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-763- 2.55% |
$59.2K - $66.6K
|
29.2K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-93- 0.9% |
$7.22K - $8.12K
|
10.2K
$854K
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-312- 4.98% |
$24.2K - $27.2K
|
5.95K
$496K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-20- 0.1% |
$1.55K - $1.75K
|
20.7K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-151- 0.76% |
$11.7K - $13.2K
|
19.6K
$1.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
56+ 23.83% |
$4.35K - $4.89K
|
291
$24.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-40- 0.66% |
$3.1K - $3.49K
|
5.99K
$499K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-248- 3.14% |
$19.2K - $21.7K
|
7.64K
$637K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.02% |
$233 - $262
|
12.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
3.01KNew |
$234K - $263K
|
3.01K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$176K - $198K
|
2.27K
$189K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.82K+ 12.76% |
$219K - $246K
|
24.9K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
222+ 2.57% |
$17.2K - $19.4K
|
8.86K
$739K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
140+ 5.5% |
$10.9K - $12.2K
|
2.69K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.46KNew |
$191K - $215K
|
2.46K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.72K- 5.18% |
$134K - $150K
|
31.5K
$2.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.46K+ 20.27% |
$579K - $652K
|
44.3K
$3.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-50- 0.14% |
$3.88K - $4.37K
|
35.1K
$2.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
2.74K+ 12.54% |
$213K - $239K
|
24.6K
$2.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
919+ 30.95% |
$71.3K - $80.2K
|
3.89K
$324K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
968+ 31.57% |
$75.1K - $84.5K
|
4.03K
$337K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.23K- 19.58% |
$95.5K - $107K
|
5.05K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
397+ 8.38% |
$30.8K - $34.7K
|
5.13K
$428K
|
|