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 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
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
910New |
$55.5K - $72.9K
|
910
$75.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$11.6K - $15.2K
|
190
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-22.6K- 36.51% |
$1.38M - $1.81M
|
39.3K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.17% |
$61 - $80.1
|
599
$50K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-500- 16.67% |
$30.5K - $40.1K
|
2.5K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-194- 6.14% |
$11.8K - $15.5K
|
2.96K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
157+ 12.71% |
$9.57K - $12.6K
|
1.39K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.58% |
$305 - $401
|
870
$72.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-15K- 35.01% |
$915K - $1.2M
|
27.8K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.78% |
$8.66K - $11.4K
|
5.25K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
575+ 5.66% |
$35.1K - $46.1K
|
10.7K
$896K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$915 - $1.2K
|
15
$1.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.28KNew |
$78.3K - $103K
|
1.28K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-246K- 14.52% |
$15M - $19.7M
|
1.45M
$121M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-43.5K- 89.68% |
$2.65M - $3.48M
|
5K
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-2.69K- 76.7% |
$164K - $215K
|
817
$68.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.91K- 37.8% |
$116K - $153K
|
3.14K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.41K- 2.55% |
$330K - $433K
|
207K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.51K- 21.97% |
$153K - $201K
|
8.91K
$743K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 0.26% |
$2.87K - $3.77K
|
18.4K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.24KNew |
$197K - $259K
|
3.24K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 1.06% |
$125K - $164K
|
190K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
200KNew |
$12.2M - $16M
|
200K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.1K+ 2.5% |
$311K - $409K
|
209K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
40KNew |
$2.44M - $3.2M
|
40K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
545+ 7.62% |
$33.2K - $43.7K
|
7.7K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
258+ 68.44% |
$15.7K - $20.7K
|
635
$53K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
48+ 0.36% |
$2.93K - $3.85K
|
13.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
426+ 1.91% |
$26K - $34.1K
|
22.8K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$577K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
135K+ 62.81% |
$8.22M - $10.8M
|
349K
$29.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-335- 11.71% |
$20.4K - $26.8K
|
2.53K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
556+ 27.8% |
$33.9K - $44.5K
|
2.56K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-21.4K- 7.77% |
$1.31M - $1.71M
|
254K
$21.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
697+ 6.89% |
$42.5K - $55.8K
|
10.8K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.42KNew |
$452K - $594K
|
7.42K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
67.8K+ 17.74% |
$4.13M - $5.43M
|
450K
$37.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-125- 2.96% |
$7.62K - $10K
|
4.1K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.65K+ 138.42% |
$467K - $613K
|
13.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
PUT |
186KNew |
$11.4M - $14.9M
|
186K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24New |
$1.46K - $1.92K
|
24
$2K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-9K- 13.99% |
$549K - $721K
|
55.4K
$4.62M
|
|