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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
107New |
$6.52K - $8.57K
|
107
$8.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
172New |
$10.5K - $13.8K
|
172
$14.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$166K - $219K
|
2.73K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
940New |
$57.3K - $75.3K
|
940
$78.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-141- 3.83% |
$8.6K - $11.3K
|
3.54K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 2.15% |
$3.78K - $4.97K
|
2.95K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.52K- 16.75% |
$154K - $202K
|
12.5K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
138+ 3.05% |
$8.42K - $11.1K
|
4.66K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.22% |
$6.1K - $8.01K
|
8.12K
$677K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.18KNew |
$72.1K - $94.8K
|
1.18K
$98.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
40+ 0.27% |
$2.44K - $3.2K
|
14.7K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
30+ 0.12% |
$1.83K - $2.4K
|
24.2K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.68KNew |
$285K - $375K
|
4.68K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
34.2KNew |
$2.09M - $2.74M
|
34.2K
$2.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 3.54% |
$1.71K - $2.24K
|
820
$68.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-383- 4.95% |
$23.4K - $30.7K
|
7.35K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$366 - $481
|
3.09K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
588New |
$35.9K - $47.1K
|
588
$49.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.5KNew |
$152K - $200K
|
2.5K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
3.5K+ 41.58% |
$213K - $280K
|
11.9K
$994K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.93K+ 98.65% |
$178K - $234K
|
5.89K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.41K+ 17.32% |
$330K - $433K
|
36.6K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 4.62% |
$24.4K - $32K
|
9.07K
$756K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-45- 33.33% |
$2.74K - $3.61K
|
90
$7.51K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116+ 41.43% |
$7.07K - $9.29K
|
396
$33K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
2.7KNew |
$165K - $216K
|
2.7K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$61 - $80.1
|
4.28K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.7K+ 16.16% |
$775K - $1.02M
|
91.3K
$7.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 2.3% |
$6.1K - $8.01K
|
4.24K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-702- 21.86% |
$42.8K - $56.2K
|
2.51K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
SELL
|
- |
-500- 10.18% |
$30.5K - $40.1K
|
4.41K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.82KNew |
$172K - $226K
|
2.82K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.86K- 1.73% |
$235K - $309K
|
219K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
93New |
$5.67K - $7.45K
|
93
$7.76K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-155- 8.12% |
$9.45K - $12.4K
|
1.75K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57.7K- 64.85% |
$3.52M - $4.62M
|
31.3K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-12.4K- 93.84% |
$757K - $994K
|
815
$68K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.08K- 64.77% |
$432K - $568K
|
3.85K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-312- 6.73% |
$19K - $25K
|
4.32K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 2.1% |
$4.27K - $5.61K
|
3.4K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
2.54KNew |
$155K - $203K
|
2.54K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.08K- 25.41% |
$127K - $166K
|
6.1K
$509K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-144- 12.59% |
$8.78K - $11.5K
|
1K
$83.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.21K- 2.51% |
$73.7K - $96.8K
|
47K
$3.92M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.4K+ 50.97% |
$207K - $272K
|
10.1K
$840K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-849- 3.16% |
$51.8K - $68K
|
26.1K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.65K+ 240.92% |
$527K - $693K
|
12.2K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-42- 4.05% |
$2.56K - $3.37K
|
996
$83.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-108- 2.43% |
$6.59K - $8.65K
|
4.33K
$362K
|
|