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 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
409+ 3.21% |
$31.5K - $34.8K
|
13.2K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.06K+ 70.12% |
$236K - $261K
|
7.42K
$619K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
3.85KNew |
$297K - $328K
|
3.85K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
827+ 1.31% |
$63.7K - $70.4K
|
64K
$5.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.07K+ 2.94% |
$82.5K - $91.2K
|
37.6K
$3.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-9K- 10.98% |
$693K - $766K
|
73K
$6.09M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-200- 13.41% |
$15.4K - $17K
|
1.29K
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23+ 0.77% |
$1.77K - $1.96K
|
3K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$2.59K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
500+ 4.35% |
$38.5K - $42.6K
|
12K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.37K+ 8.75% |
$491K - $543K
|
79.2K
$6.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
196New |
$15.1K - $16.7K
|
196
$16.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-451- 4.65% |
$34.7K - $38.4K
|
9.25K
$772K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-34.7K- 4.6% |
$2.67M - $2.96M
|
719K
$60M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
19K+ 133.82% |
$1.46M - $1.61M
|
33.1K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-73- 1.26% |
$5.62K - $6.22K
|
5.71K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-432- 7.25% |
$33.3K - $36.8K
|
5.53K
$461K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-300- 1.7% |
$23.1K - $25.5K
|
17.3K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10.4K+ 12.05% |
$802K - $886K
|
96.8K
$8.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
342+ 2.95% |
$26.4K - $29.1K
|
11.9K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
624+ 0.77% |
$48.1K - $53.1K
|
81.6K
$6.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-106- 1.67% |
$8.17K - $9.03K
|
6.25K
$521K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-700- 19.54% |
$53.9K - $59.6K
|
2.88K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-428- 51.38% |
$33K - $36.4K
|
405
$33.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.65K- 19.72% |
$204K - $226K
|
10.8K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
11+ 0.4% |
$848 - $937
|
2.78K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
497+ 49.01% |
$38.3K - $42.3K
|
1.51K
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-50- 0.17% |
$3.85K - $4.26K
|
29.4K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-9.85K- 5.56% |
$759K - $838K
|
167K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
270+ 1.73% |
$20.8K - $23K
|
15.8K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
299+ 156.54% |
$23K - $25.5K
|
490
$40.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-32K- 1.77% |
$2.47M - $2.73M
|
1.78M
$149M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.14% |
$1.12M - $1.24M
|
219K
$18.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
658+ 1.52% |
$50.7K - $56K
|
43.9K
$3.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.4K+ 47.69% |
$1.19M - $1.31M
|
47.7K
$3.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
SELL
|
- |
-16K- 15.28% |
$1.23M - $1.36M
|
88.7K
$7.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
SELL
|
CALL |
-52.5K- 68.18% |
$4.05M - $4.47M
|
24.5K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.13% |
$616 - $681
|
6.2K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-796- 5.1% |
$61.3K - $67.8K
|
14.8K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-390K- 53.95% |
$30.1M - $33.2M
|
333K
$27.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25+ 0.57% |
$1.93K - $2.13K
|
4.43K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 0.9% |
$5.78K - $6.39K
|
8.45K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
7.44KNew |
$573K - $634K
|
7.44K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-800- 5.82% |
$61.6K - $68.1K
|
12.9K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-615- 15.26% |
$47.4K - $52.4K
|
3.42K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-52- 0.34% |
$4.01K - $4.43K
|
15.2K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-500- 5.0% |
$38.5K - $42.6K
|
9.5K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-872- 4.0% |
$67.2K - $74.3K
|
20.9K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21+ 0.18% |
$1.62K - $1.79K
|
11.7K
$979K
|
|