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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-186K- 5.41% |
$14.3M - $15.8M
|
3.25M
$271M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-109K- 11.27% |
$8.37M - $9.25M
|
855K
$71.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-59.7K- 0.08% |
$4.6M - $5.08M
|
73.6M
$6.14B
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-15.9K- 1.47% |
$1.23M - $1.36M
|
1.07M
$88.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.03% |
$616 - $681
|
30.2K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-789- 3.48% |
$60.8K - $67.2K
|
21.9K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.85K- 5.08% |
$297K - $328K
|
72K
$6.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 5.12% |
$111K - $122K
|
29.5K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
246+ 1.0% |
$19K - $20.9K
|
25K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 17.22% |
$1.05M - $1.16M
|
92.8K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
469+ 8.9% |
$36.1K - $39.9K
|
5.74K
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-17.3K- 5.05% |
$1.33M - $1.47M
|
325K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
257+ 4.2% |
$19.8K - $21.9K
|
6.37K
$531K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
740+ 0.57% |
$57K - $63K
|
131K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-530- 1.26% |
$40.8K - $45.1K
|
41.6K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-17- 47.22% |
$1.31K - $1.45K
|
19
$1.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.35K- 15.54% |
$104K - $115K
|
7.33K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
25.1K+ 5.08% |
$1.94M - $2.14M
|
520K
$43.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
4.28KNew |
$330K - $365K
|
4.28K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
893+ 6.98% |
$68.8K - $76K
|
13.7K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
50+ 0.78% |
$3.85K - $4.26K
|
6.47K
$540K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2.43K- 88.98% |
$187K - $207K
|
301
$25.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-149- 2.38% |
$11.5K - $12.7K
|
6.12K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-15.7K- 0.5% |
$1.21M - $1.34M
|
3.14M
$262M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
400+ 12.84% |
$30.8K - $34.1K
|
3.52K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
123+ 0.85% |
$9.48K - $10.5K
|
14.6K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-321K- 85.06% |
$24.8M - $27.4M
|
56.4K
$4.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.2KNew |
$785K - $867K
|
10.2K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.18KNew |
$245K - $271K
|
3.18K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.99K+ 24.47% |
$384K - $425K
|
25.4K
$2.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-3.53K- 12.41% |
$272K - $301K
|
24.9K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16.5K- 5.87% |
$1.27M - $1.4M
|
264K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
SELL
|
- |
-940K- 2.27% |
$72.4M - $80M
|
40.5M
$3.37B
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96+ 0.15% |
$7.4K - $8.18K
|
64.2K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 3.42% |
$117K - $129K
|
42.8K
$3.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 7.53% |
$14.8M - $16.3M
|
2.74M
$229M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-2.4K- 37.5% |
$185K - $204K
|
4K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5K+ 26.83% |
$962K - $1.06M
|
59K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-651K- 84.11% |
$50.1M - $55.4M
|
123K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-754- 9.0% |
$58.1K - $64.2K
|
7.63K
$636K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-41.3K- 0.21% |
$3.18M - $3.52M
|
20M
$1.67B
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-83.2K- 93.53% |
$6.41M - $7.09M
|
5.75K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3.74K- 3.79% |
$288K - $318K
|
94.8K
$7.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-5K- 0.35% |
$385K - $426K
|
1.42M
$118M
|
|
|
Nov 12, 2025
Q3 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
200+ 0.12% |
$15.4K - $17K
|
171K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-145- 0.2% |
$11.2K - $12.3K
|
73.4K
$6.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-28.8K- 3.61% |
$2.22M - $2.46M
|
769K
$64.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.88K+ 25.58% |
$453K - $500K
|
28.9K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 0.08% |
$164K - $181K
|
2.81M
$234M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
965+ 0.34% |
$74.4K - $82.2K
|
289K
$24.1M
|
|