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 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-76- 2.08% |
$5.86K - $6.47K
|
3.59K
$299K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.04K- 0.9% |
$234K - $259K
|
334K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
41+ 1.02% |
$3.16K - $3.49K
|
4.05K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
5.57KNew |
$429K - $474K
|
5.57K
$465K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
22+ 0.23% |
$1.7K - $1.87K
|
9.77K
$815K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
10New |
$771 - $852
|
10
$834
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
93+ 1.46% |
$7.17K - $7.92K
|
6.46K
$539K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-407- 3.88% |
$31.4K - $34.7K
|
10.1K
$842K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
142+ 1.75% |
$10.9K - $12.1K
|
8.24K
$688K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
216+ 7.24% |
$16.6K - $18.4K
|
3.2K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.17K+ 35.5% |
$90K - $99.5K
|
4.46K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-21.6K- 3.56% |
$1.67M - $1.84M
|
587K
$49M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.03% |
$231 - $255
|
11.2K
$938K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
84.9K+ 30.19% |
$6.54M - $7.23M
|
366K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-1.02K- 18.64% |
$78.2K - $86.4K
|
4.43K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-34- 0.4% |
$2.62K - $2.9K
|
8.37K
$698K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
683+ 13.99% |
$52.6K - $58.2K
|
5.56K
$464K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-415- 2.85% |
$32K - $35.3K
|
14.1K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.09KNew |
$392K - $433K
|
5.09K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-16K- 1.17% |
$1.23M - $1.36M
|
1.35M
$113M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-500- 5.87% |
$38.5K - $42.6K
|
8.02K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.09% |
$616 - $681
|
8.82K
$736K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-180- 4.83% |
$13.9K - $15.3K
|
3.54K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
941+ 0.14% |
$72.5K - $80.1K
|
660K
$55.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
115+ 3.47% |
$8.86K - $9.79K
|
3.43K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.08% |
$77.1 - $85.2
|
1.23K
$102K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-106- 3.89% |
$8.17K - $9.03K
|
2.62K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-25- 0.75% |
$1.93K - $2.13K
|
3.33K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 1.39% |
$77.1 - $85.2
|
73
$6.09K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
393+ 24.41% |
$30.3K - $33.5K
|
2K
$167K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 0.41% |
$2.85K - $3.15K
|
9.09K
$759K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-344- 3.03% |
$26.5K - $29.3K
|
11K
$918K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.54K+ 1059.31% |
$118K - $131K
|
1.68K
$140K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$231 - $255
|
4.74K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 1.89% |
$5.01K - $5.54K
|
3.5K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-5.39K- 34.9% |
$415K - $459K
|
10K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.7K- 2.03% |
$362K - $401K
|
227K
$19M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$77.1 - $85.2
|
4.15K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
108+ 3.04% |
$8.32K - $9.2K
|
3.66K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.02% |
$539 - $596
|
36K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
500+ 2.6% |
$38.5K - $42.6K
|
19.8K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-4- 0.12% |
$308 - $341
|
3.47K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
114K+ 39.63% |
$8.8M - $9.73M
|
402K
$33.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 20.35% |
$96.7K - $107K
|
7.42K
$619K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
29.6KNew |
$2.28M - $2.52M
|
29.6K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
142+ 3.79% |
$10.9K - $12.1K
|
3.89K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-62- 5.24% |
$4.78K - $5.28K
|
1.12K
$93.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
16+ 0.53% |
$1.23K - $1.36K
|
3.05K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
32+ 0.84% |
$2.47K - $2.73K
|
3.86K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.39K- 3.03% |
$107K - $119K
|
44.6K
$3.72M
|
|