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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
2.62KNew |
$203K - $229K
|
2.62K
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
450+ 3.15% |
$34.9K - $39.3K
|
14.7K
$1.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.91K+ 7.32% |
$381K - $429K
|
72K
$6.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
2.09K+ 0.38% |
$162K - $182K
|
555K
$46.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565+ 4.64% |
$43.9K - $49.3K
|
12.7K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$185K - $208K
|
2.39K
$199K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
4KNew |
$311K - $349K
|
4K
$334K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-583- 2.03% |
$45.3K - $50.9K
|
28.1K
$2.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
919+ 18.01% |
$71.3K - $80.2K
|
6.02K
$502K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
3.65K+ 25.25% |
$283K - $319K
|
18.1K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.79KNew |
$217K - $244K
|
2.79K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
457+ 6.58% |
$35.5K - $39.9K
|
7.4K
$617K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-301- 2.11% |
$23.4K - $26.3K
|
14K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-366- 3.75% |
$28.4K - $32K
|
9.4K
$784K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
70+ 2.36% |
$5.43K - $6.11K
|
3.03K
$253K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8- 0.18% |
$621 - $698
|
4.34K
$362K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-164- 4.95% |
$12.7K - $14.3K
|
3.15K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
291+ 10.77% |
$22.6K - $25.4K
|
2.99K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
614+ 9.57% |
$47.7K - $53.6K
|
7.03K
$587K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
570+ 9.16% |
$44.2K - $49.8K
|
6.8K
$567K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.96KNew |
$307K - $346K
|
3.96K
$330K
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
2.37KNew |
$184K - $207K
|
2.37K
$198K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-201- 3.38% |
$15.6K - $17.5K
|
5.74K
$479K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-454- 5.92% |
$35.2K - $39.6K
|
7.22K
$602K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
777+ 1.5% |
$60.3K - $67.8K
|
52.5K
$4.38M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
374+ 0.14% |
$29K - $32.7K
|
260K
$21.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-209- 0.84% |
$16.2K - $18.2K
|
24.8K
$2.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-143- 4.64% |
$11.1K - $12.5K
|
2.94K
$245K
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-38- 1.07% |
$2.95K - $3.32K
|
3.53K
$294K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.25K- 6.09% |
$97K - $109K
|
19.3K
$1.61M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
SELL
|
- |
-50- 0.79% |
$3.88K - $4.37K
|
6.28K
$524K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
357+ 11.45% |
$27.7K - $31.2K
|
3.47K
$290K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-975- 3.34% |
$75.7K - $85.1K
|
28.2K
$2.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-187- 0.64% |
$14.5K - $16.3K
|
29.1K
$2.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.53KNew |
$196K - $221K
|
2.53K
$211K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-15.1K- 22.92% |
$1.17M - $1.32M
|
50.8K
$4.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-407- 7.08% |
$31.6K - $35.5K
|
5.34K
$445K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
508New |
$39.4K - $44.3K
|
508
$42.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-90- 1.25% |
$6.99K - $7.86K
|
7.11K
$593K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.3K- 6.11% |
$722K - $812K
|
143K
$11.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-100- 0.79% |
$7.76K - $8.73K
|
12.5K
$1.04M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
318+ 1.59% |
$24.7K - $27.8K
|
20.3K
$1.69M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.26% |
$3.49K - $3.93K
|
17.2K
$1.43M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-18- 0.42% |
$1.4K - $1.57K
|
4.26K
$355K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.77K+ 10.06% |
$447K - $503K
|
63.1K
$5.26M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-387K- 48.28% |
$29.8M - $33M
|
414K
$34.6M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.85K+ 7.74% |
$142K - $157K
|
25.7K
$2.15M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-142- 1.66% |
$10.9K - $12.1K
|
8.41K
$702K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-102- 1.43% |
$7.86K - $8.69K
|
7.02K
$586K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
307+ 3.9% |
$23.7K - $26.1K
|
8.17K
$682K
|
|