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 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
79+ 0.26% |
$6.09K - $6.73K
|
30.9K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.54KNew |
$195K - $216K
|
2.54K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.35% |
$771 - $852
|
2.85K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.49% |
$1.7K - $1.87K
|
4.5K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
178+ 4.22% |
$13.7K - $15.2K
|
4.4K
$367K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.2K- 32.94% |
$92.5K - $102K
|
2.44K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
73.4K+ 24.9% |
$5.65M - $6.25M
|
368K
$30.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
398+ 12.9% |
$30.7K - $33.9K
|
3.48K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$7.71K - $8.52K
|
100
$8.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 8.31% |
$5.47K - $6.05K
|
925
$77.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
67.1K+ 19.85% |
$5.17M - $5.71M
|
405K
$33.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.36K+ 13.99% |
$182K - $201K
|
19.2K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 2.56% |
$6.16K - $6.81K
|
3.2K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
747+ 23.84% |
$57.6K - $63.6K
|
3.88K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.34K- 11.55% |
$103K - $114K
|
10.3K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-166- 0.24% |
$12.8K - $14.1K
|
69K
$5.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
526+ 16.81% |
$40.5K - $44.8K
|
3.66K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.5% |
$1.93K - $2.13K
|
5.03K
$420K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
193+ 4.39% |
$14.9K - $16.4K
|
4.59K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-131K- 26.48% |
$10.1M - $11.2M
|
364K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.04K- 0.47% |
$80.3K - $88.7K
|
219K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.94K+ 69.17% |
$380K - $420K
|
12.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-782- 5.25% |
$60.3K - $66.6K
|
14.1K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 0.87% |
$7.71K - $8.52K
|
11.4K
$949K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-500- 13.7% |
$38.5K - $42.6K
|
3.15K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.65K- 2.45% |
$204K - $225K
|
105K
$8.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
311+ 0.55% |
$24K - $26.5K
|
57.4K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 24.38% |
$1.81M - $2.01M
|
120K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
126+ 1.05% |
$9.71K - $10.7K
|
12.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-37.2K- 7.95% |
$2.87M - $3.17M
|
431K
$35.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-15.4K- 4.28% |
$1.19M - $1.32M
|
346K
$28.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.5% |
$1.54K - $1.7K
|
3.98K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
938+ 4.18% |
$72.3K - $79.9K
|
23.4K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
105+ 2.27% |
$8.09K - $8.94K
|
4.72K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$693 - $766
|
6.1K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-921- 9.12% |
$71K - $78.4K
|
9.18K
$766K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.76K- 1.41% |
$136K - $150K
|
123K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.74K- 0.77% |
$365K - $403K
|
611K
$51M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-15- 0.45% |
$1.16K - $1.28K
|
3.31K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
380+ 2.31% |
$29.3K - $32.4K
|
16.9K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.16K- 18.5% |
$243K - $269K
|
13.9K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
712+ 8.27% |
$54.9K - $60.6K
|
9.33K
$778K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.33K+ 89.22% |
$180K - $199K
|
4.95K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
384+ 2.63% |
$29.6K - $32.7K
|
15K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-4.91K- 1.69% |
$378K - $418K
|
286K
$23.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.64K+ 11.96% |
$665K - $735K
|
80.8K
$6.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.65% |
$154 - $170
|
310
$25.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-874- 12.08% |
$67.3K - $74.4K
|
6.36K
$531K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.58K- 18.31% |
$122K - $135K
|
7.06K
$589K
|
|