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 23, 2026
Q4 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-527- 5.55% |
$40.9K - $46K
|
8.97K
$748K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-349- 22.4% |
$27.1K - $30.5K
|
1.21K
$101K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 4.91% |
$15.5K - $17.5K
|
4.28K
$357K
|
|
|
Jan 23, 2026
Q4 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-42.2K- 14.77% |
$3.27M - $3.68M
|
243K
$20.3M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-160- 1.66% |
$12.4K - $14K
|
9.46K
$789K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-712- 2.06% |
$55.3K - $62.2K
|
33.8K
$2.82M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-274K- 3.56% |
$21.2M - $23.9M
|
7.4M
$617M
|
|
|
Jan 23, 2026
Q4 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.16KNew |
$168K - $189K
|
2.16K
$180K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.8K- 8.33% |
$1.38M - $1.56M
|
196K
$16.4M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
850+ 3.05% |
$66K - $74.2K
|
28.7K
$2.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.07K+ 2.2% |
$160K - $180K
|
95.9K
$8M
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
12.7K+ 1.5% |
$989K - $1.11M
|
865K
$72.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-70.6K- 56.22% |
$5.48M - $6.16M
|
55K
$4.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-72- 0.87% |
$5.59K - $6.29K
|
8.21K
$685K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.52K- 7.77% |
$118K - $133K
|
18.1K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
6.18KNew |
$480K - $540K
|
6.18K
$516K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-191K- 32.54% |
$14.8M - $16.7M
|
396K
$33M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.13% |
$1.01K - $1.13K
|
9.76K
$815K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 0.73% |
$1.01K - $1.13K
|
1.79K
$150K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-226- 3.04% |
$17.5K - $19.7K
|
7.2K
$600K
|
|
|
Jan 23, 2026
Q4 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-740- 9.12% |
$57.4K - $64.6K
|
7.38K
$615K
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.03% |
$77.6 - $87.3
|
3.26K
$272K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
188+ 3.02% |
$14.6K - $16.4K
|
6.42K
$535K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-146- 0.38% |
$11.3K - $12.7K
|
38K
$3.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.2KNew |
$171K - $192K
|
2.2K
$183K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150+ 10.25% |
$11.6K - $13.1K
|
1.61K
$135K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 8.7% |
$31.2K - $35.1K
|
5.02K
$419K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 0.53% |
$1.32K - $1.48K
|
3.2K
$267K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.16KNew |
$245K - $276K
|
3.16K
$263K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-7- 0.16% |
$543 - $611
|
4.32K
$360K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
33+ 17.37% |
$2.56K - $2.88K
|
223
$18.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
3.7KNew |
$287K - $323K
|
3.7K
$309K
|
|
|
Jan 22, 2026
Q4 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.32% |
$77.6 - $87.3
|
311
$25.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.3K+ 25.97% |
$489K - $550K
|
30.6K
$2.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
14+ 0.08% |
$1.09K - $1.22K
|
16.6K
$1.38M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-5.17K- 1.55% |
$401K - $451K
|
329K
$27.4M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.02K+ 3.62% |
$234K - $263K
|
86.3K
$7.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
502+ 5.0% |
$39K - $43.8K
|
10.5K
$880K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
61+ 1.29% |
$4.73K - $5.33K
|
4.78K
$399K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
409+ 13.32% |
$31.7K - $35.7K
|
3.48K
$290K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 0.53% |
$10.1K - $11.3K
|
24.5K
$2.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-375- 2.37% |
$29.1K - $32.7K
|
15.5K
$1.29M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
41.4K+ 10.3% |
$3.22M - $3.62M
|
444K
$37M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
330+ 3.31% |
$25.6K - $28.8K
|
10.3K
$859K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15+ 6.88% |
$1.16K - $1.31K
|
233
$19.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-16.7K- 2.37% |
$1.3M - $1.46M
|
689K
$57.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.49K- 33.97% |
$271K - $305K
|
6.78K
$566K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-306- 1.18% |
$23.8K - $26.7K
|
25.7K
$2.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-458- 16.83% |
$35.5K - $40K
|
2.26K
$189K
|
|
|
Jan 21, 2026
Q4 2025
|
Quilter PLC
|
BUY
|
- |
55+ 0.37% |
$4.27K - $4.8K
|
15K
$1.25M
|
|