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 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22.9K+ 13.91% |
$1.77M - $1.95M
|
188K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.1K- 1.21% |
$84.8K - $93.7K
|
89.9K
$7.5M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-338- 0.64% |
$26K - $28.8K
|
52.8K
$4.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11- 1.33% |
$848 - $937
|
814
$67.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.08K- 29.4% |
$82.9K - $91.6K
|
2.58K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.17K+ 3.14% |
$90.3K - $99.8K
|
38.5K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-21- 0.03% |
$1.62K - $1.79K
|
74.8K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-15- 0.21% |
$1.16K - $1.28K
|
7.08K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-66- 0.2% |
$5.09K - $5.62K
|
32.4K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-60- 2.14% |
$4.62K - $5.11K
|
2.74K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-270- 2.08% |
$20.8K - $23K
|
12.7K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.32K- 2.15% |
$102K - $113K
|
60.2K
$5.02M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-682- 8.49% |
$52.5K - $58.1K
|
7.35K
$613K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-151- 1.29% |
$11.6K - $12.9K
|
11.5K
$963K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
906New |
$69.8K - $77.2K
|
906
$75.6K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.09K+ 8.38% |
$161K - $178K
|
27K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.85K - $2.04K
|
5.17K
$431K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.81K+ 37.72% |
$139K - $154K
|
6.61K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
103+ 22.15% |
$7.94K - $8.77K
|
568
$47.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
400+ 1.24% |
$30.8K - $34.1K
|
32.7K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
15.2K+ 11.94% |
$1.17M - $1.29M
|
142K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-7.9K- 11.2% |
$608K - $672K
|
62.6K
$5.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.88K+ 14.46% |
$376K - $415K
|
38.6K
$3.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12K+ 8.91% |
$923K - $1.02M
|
146K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 46.68% |
$113K - $125K
|
4.62K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.14K- 1.94% |
$165K - $183K
|
108K
$9.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-46.9K- 5.22% |
$3.62M - $4M
|
852K
$71.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-12.9K- 3.73% |
$990K - $1.09M
|
331K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
49+ 9.8% |
$3.78K - $4.17K
|
549
$45.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 6.48% |
$15.4K - $17K
|
2.89K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-211- 2.12% |
$16.3K - $18K
|
9.75K
$813K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-340- 1.74% |
$26.2K - $29K
|
19.2K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-315- 5.17% |
$24.3K - $26.8K
|
5.78K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-39.3K- 26.36% |
$3.03M - $3.35M
|
110K
$9.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
59+ 0.51% |
$4.55K - $5.02K
|
11.6K
$964K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.24% |
$1.46K - $1.62K
|
7.84K
$654K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
170+ 6.08% |
$13.1K - $14.5K
|
2.97K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-500- 8.45% |
$38.5K - $42.6K
|
5.42K
$452K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-500- 9.54% |
$38.5K - $42.6K
|
4.74K
$395K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
112+ 0.99% |
$8.63K - $9.54K
|
11.4K
$951K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.83K+ 8.0% |
$372K - $411K
|
65.2K
$5.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-12- 0.22% |
$925 - $1.02K
|
5.46K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.5KNew |
$884K - $977K
|
11.5K
$957K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.25% |
$1.16K - $1.28K
|
6.02K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
532+ 5.85% |
$41K - $45.3K
|
9.62K
$803K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
71+ 2.45% |
$5.47K - $6.05K
|
2.97K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.1K- 6.33% |
$852K - $942K
|
164K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
278+ 3.34% |
$21.4K - $23.7K
|
8.61K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 4.98% |
$80.6K - $89.1K
|
22K
$1.84M
|
|