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 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
117KNew |
$9.03M - $9.98M
|
117K
$9.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-553- 9.67% |
$42.6K - $47.1K
|
5.16K
$431K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
127+ 2.04% |
$9.79K - $10.8K
|
6.35K
$529K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
708+ 17.17% |
$54.6K - $60.3K
|
4.83K
$403K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.17KNew |
$90.1K - $99.6K
|
1.17K
$97.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.73K+ 15.02% |
$210K - $233K
|
20.9K
$1.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-76- 0.23% |
$5.86K - $6.47K
|
32.3K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-31K- 83.02% |
$2.38M - $2.64M
|
6.33K
$528K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.21K- 1.52% |
$402K - $444K
|
337K
$28.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-16- 0.24% |
$1.23K - $1.36K
|
6.71K
$560K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 63.03% |
$346K - $383K
|
11.6K
$970K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
33+ 0.76% |
$2.54K - $2.81K
|
4.4K
$367K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.78K- 5.31% |
$368K - $407K
|
85.2K
$7.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.22K- 5.64% |
$94.2K - $104K
|
20.5K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
303+ 7.68% |
$23.3K - $25.8K
|
4.25K
$354K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-127- 4.2% |
$9.79K - $10.8K
|
2.9K
$242K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.58K- 7.62% |
$199K - $220K
|
31.3K
$2.61M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-400- 3.9% |
$30.8K - $34.1K
|
9.85K
$822K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
958+ 19.68% |
$73.8K - $81.6K
|
5.83K
$486K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-29.7K- 90.14% |
$2.29M - $2.53M
|
3.25K
$271K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.07K- 17.27% |
$82.1K - $90.7K
|
5.1K
$425K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 49.44% |
$854K - $944K
|
33.5K
$2.79M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
729+ 0.14% |
$56.2K - $62.1K
|
533K
$44.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
48+ 36.92% |
$3.7K - $4.09K
|
178
$14.8K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-410- 3.47% |
$31.6K - $34.9K
|
11.4K
$952K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-880- 8.76% |
$67.8K - $74.9K
|
9.16K
$764K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
19.5K+ 0.69% |
$1.19M - $1.56M
|
2.83M
$236M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250- 1.0% |
$15.2K - $20K
|
24.6K
$2.06M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-506K- 4.24% |
$30.9M - $40.6M
|
11.4M
$953M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-816K- 20.18% |
$49.8M - $65.4M
|
3.23M
$269M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-642- 2.55% |
$39.1K - $51.4K
|
24.5K
$2.04M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-4.82K- 5.46% |
$294K - $386K
|
83.5K
$6.97M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.3KNew |
$262K - $344K
|
4.3K
$358K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-16- 0.55% |
$976 - $1.28K
|
2.91K
$243K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
468+ 14.67% |
$28.5K - $37.5K
|
3.66K
$305K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
262+ 4.83% |
$16K - $21K
|
5.69K
$474K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-287- 2.85% |
$17.5K - $23K
|
9.77K
$815K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-176K- 80.39% |
$10.7M - $14.1M
|
42.9K
$3.58M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-123- 0.87% |
$7.5K - $9.85K
|
14K
$1.17M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-88- 59.46% |
$5.37K - $7.05K
|
60
$5.01K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-128K- 36.02% |
$7.83M - $10.3M
|
228K
$19M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
197New |
$12K - $15.8K
|
197
$16.4K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.93% |
$5.67K - $7.45K
|
3.08K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 6.59% |
$17.5K - $23K
|
4.07K
$339K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.89KNew |
$481K - $632K
|
7.89K
$658K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43New |
$2.62K - $3.45K
|
43
$3.59K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.47K+ 8814.29% |
$150K - $198K
|
2.5K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.42K- 2.87% |
$147K - $193K
|
81.7K
$6.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.6K+ 33.61% |
$97.6K - $128K
|
6.36K
$531K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-160- 0.5% |
$9.76K - $12.8K
|
31.6K
$2.64M
|
|