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 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
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.98% |
$12.2K - $16K
|
20.2K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.59KNew |
$158K - $207K
|
2.59K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
47+ 151.61% |
$2.87K - $3.77K
|
78
$6.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.18% |
$366 - $481
|
3.25K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.57% |
$6.1K - $8.01K
|
17.4K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$2.68K - $3.53K
|
44
$3.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-104- 74.29% |
$6.34K - $8.33K
|
36
$3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
702New |
$42.8K - $56.2K
|
702
$58.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
56+ 0.7% |
$3.41K - $4.49K
|
8.06K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-700- 3.33% |
$42.7K - $56.1K
|
20.3K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-500- 8.06% |
$30.5K - $40.1K
|
5.7K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.12KNew |
$190K - $250K
|
3.12K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
316New |
$19.3K - $25.3K
|
316
$26.4K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.72KNew |
$166K - $218K
|
2.72K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
385K+ 69.44% |
$23.5M - $30.9M
|
940K
$78.4M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-665- 2.73% |
$40.6K - $53.3K
|
23.7K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12+ 0.34% |
$732 - $961
|
3.49K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
701+ 21.44% |
$42.7K - $56.2K
|
3.97K
$331K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 1.21% |
$2.01K - $2.64K
|
2.7K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-294- 4.93% |
$17.9K - $23.6K
|
5.67K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.76K+ 9.53% |
$107K - $141K
|
20.2K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-250- 18.23% |
$15.2K - $20K
|
1.12K
$93.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-296- 9.0% |
$18.1K - $23.7K
|
2.99K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
51.8KNew |
$3.16M - $4.15M
|
51.8K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-34K- 4.51% |
$2.07M - $2.72M
|
720K
$60M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-34- 1.09% |
$2.07K - $2.72K
|
3.07K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
357+ 0.5% |
$21.8K - $28.6K
|
71.9K
$6M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-8K- 50.78% |
$488K - $641K
|
7.76K
$647K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$61 - $80.1
|
888
$74.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$32.4K - $42.6K
|
532
$44.4K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$300K - $395K
|
4.93K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
48.4KNew |
$2.95M - $3.87M
|
48.4K
$4.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-472- 6.99% |
$28.8K - $37.8K
|
6.28K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 6.67% |
$18.3K - $24K
|
4.8K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.08% |
$122 - $160
|
2.47K
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 95.82% |
$105K - $138K
|
75
$6.26K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1K- 14.13% |
$61K - $80.1K
|
6.08K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-5.08K- 2.81% |
$310K - $407K
|
175K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.54KNew |
$155K - $204K
|
2.54K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 0.07% |
$915 - $1.2K
|
22.3K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
230+ 0.67% |
$14K - $18.4K
|
34.5K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-280- 3.96% |
$17.1K - $22.4K
|
6.79K
$566K
|
|
|
Jul 31, 2025
Q2 2025
|
Hikari Power LTD
|
SELL
|
- |
-6.46K- 4.95% |
$394K - $518K
|
124K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
843+ 84.3% |
$51.4K - $67.5K
|
1.84K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
136New |
$8.29K - $10.9K
|
136
$11.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-12.3K- 46.0% |
$752K - $989K
|
14.5K
$1.21M
|
|