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 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
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-770- 3.48% |
$59.3K - $65.6K
|
21.4K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.12% |
$771 - $852
|
8.46K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.99K- 7.17% |
$231K - $255K
|
38.8K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.11K- 15.19% |
$317K - $350K
|
22.9K
$1.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-194- 1.05% |
$14.9K - $16.5K
|
18.3K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
160+ 2.72% |
$12.3K - $13.6K
|
6.04K
$504K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-9K- 33.84% |
$693K - $766K
|
17.6K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-217- 1.54% |
$16.7K - $18.5K
|
13.9K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 5.23% |
$206K - $228K
|
53.8K
$4.49M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 7.86% |
$19.3K - $21.3K
|
2.93K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
2.42K+ 5.66% |
$186K - $206K
|
45.1K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
448+ 0.92% |
$34.5K - $38.2K
|
48.9K
$4.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-5.16K- 5.21% |
$397K - $439K
|
93.9K
$7.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
236+ 7.65% |
$18.2K - $20.1K
|
3.32K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.62% |
$1.08K - $1.19K
|
851
$71K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.14% |
$23.1K - $25.5K
|
218K
$18.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
218New |
$16.8K - $18.6K
|
218
$18.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-750- 12.64% |
$57.8K - $63.9K
|
5.18K
$432K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-450- 38.33% |
$34.7K - $38.3K
|
724
$60.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.0% |
$231 - $255
|
61.8K
$5.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-431- 1.75% |
$33.2K - $36.7K
|
24.3K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$539 - $596
|
14.9K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$154 - $170
|
5.73K
$478K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-156- 3.53% |
$12K - $13.3K
|
4.26K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-50- 3.3% |
$3.85K - $4.26K
|
1.46K
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.52K- 4.47% |
$271K - $300K
|
75.1K
$6.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-260- 1.72% |
$20K - $22.1K
|
14.8K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-127- 2.62% |
$9.79K - $10.8K
|
4.72K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
62.6K+ 118.48% |
$4.83M - $5.33M
|
116K
$9.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.81K+ 27.01% |
$139K - $154K
|
8.5K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
135K+ 16.66% |
$10.4M - $11.5M
|
942K
$78.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
284+ 16.22% |
$21.9K - $24.2K
|
2.04K
$170K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
608+ 2.95% |
$46.8K - $51.8K
|
21.2K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.28K- 12.03% |
$253K - $279K
|
24K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
152+ 3.73% |
$11.7K - $12.9K
|
4.23K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-98- 1.38% |
$7.55K - $8.35K
|
7.02K
$586K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.72K+ 5.14% |
$364K - $402K
|
96.5K
$8.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.84K- 2.85% |
$296K - $327K
|
131K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.26% |
$771 - $852
|
3.82K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
491+ 64.02% |
$37.8K - $41.8K
|
1.26K
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-90- 0.36% |
$6.93K - $7.66K
|
24.8K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-35K- 16.42% |
$2.7M - $2.98M
|
178K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
575+ 16.58% |
$44.3K - $49K
|
4.04K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-725- 1.66% |
$55.9K - $61.7K
|
42.9K
$3.58M
|
|