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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.1KNew |
$433K - $569K
|
7.1K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-24- 18.05% |
$1.46K - $1.92K
|
109
$9.09K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
24+ 0.81% |
$1.46K - $1.92K
|
2.98K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
31+ 22.63% |
$1.89K - $2.48K
|
168
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
852+ 4.73% |
$52K - $68.3K
|
18.9K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
15.6KNew |
$950K - $1.25M
|
15.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dkrt Investments Corp.
Toronto, |
BUY
|
- |
105KNew |
$6.4M - $8.41M
|
105K
$8.76M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.48K- 20.02% |
$517K - $679K
|
33.9K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.95K+ 7.79% |
$241K - $317K
|
54.7K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
5KNew |
$305K - $401K
|
5K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
95.6KNew |
$5.83M - $7.66M
|
95.6K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.65KNew |
$162K - $212K
|
2.65K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Mount Capital LTD
|
SELL
|
- |
-201K- 31.78% |
$12.3M - $16.1M
|
431K
$36M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.14% |
$488 - $641
|
5.73K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
134+ 3.65% |
$8.17K - $10.7K
|
3.81K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-61- 0.14% |
$3.72K - $4.89K
|
44.9K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-368- 7.83% |
$22.4K - $29.5K
|
4.33K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.14KNew |
$192K - $252K
|
3.14K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4- 0.02% |
$244 - $320
|
21.2K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
3.88KNew |
$237K - $311K
|
3.88K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-735- 0.92% |
$44.8K - $58.9K
|
79.3K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-111- 0.25% |
$6.77K - $8.89K
|
44.1K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
PUT |
-1K- 5.41% |
$61K - $80.1K
|
17.5K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.23KNew |
$197K - $258K
|
3.23K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-56.8K- 73.59% |
$3.46M - $4.55M
|
20.4K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38K+ 25.76% |
$450K - $591K
|
36K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 148.48% |
$2.99K - $3.93K
|
82
$6.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
387New |
$23.6K - $31K
|
387
$32.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
100KNew |
$6.1M - $8.01M
|
100K
$8.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100+ 1.03% |
$6.1K - $8.01K
|
9.8K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-12.8K- 51.91% |
$778K - $1.02M
|
11.8K
$986K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
6.3K+ 33.87% |
$384K - $505K
|
24.9K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
827K+ 117.56% |
$50.4M - $66.2M
|
1.53M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.76K+ 27.22% |
$107K - $141K
|
8.24K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.66KNew |
$162K - $213K
|
2.66K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
142+ 4.94% |
$8.66K - $11.4K
|
3.01K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.53KNew |
$155K - $203K
|
2.53K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.5KNew |
$213K - $280K
|
3.5K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-7.03K- 1.32% |
$428K - $563K
|
527K
$44M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
826+ 13.98% |
$50.4K - $66.2K
|
6.74K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$1.65K - $2.16K
|
27
$2.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.11KNew |
$190K - $249K
|
3.11K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
122New |
$7.44K - $9.77K
|
122
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.75KNew |
$168K - $220K
|
2.75K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.1KNew |
$861K - $1.13M
|
14.1K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 26.92% |
$1.71K - $2.24K
|
132
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-400- 5.34% |
$24.4K - $32K
|
7.09K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
279+ 18.49% |
$17K - $22.4K
|
1.79K
$149K
|
|