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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300New |
$23.1K - $25.5K
|
300
$25K
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-595- 5.19% |
$45.8K - $50.7K
|
10.9K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
16.7K+ 120.11% |
$1.29M - $1.42M
|
30.6K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.01KNew |
$386K - $427K
|
5.01K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.44KNew |
$188K - $208K
|
2.44K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-1.21K- 4.29% |
$93K - $103K
|
26.9K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.31K+ 3.63% |
$101K - $111K
|
37.3K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.88K- 36.54% |
$145K - $160K
|
3.26K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-2.41M- 8.53% |
$186M - $206M
|
25.9M
$2.16B
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-440- 4.25% |
$33.9K - $37.5K
|
9.92K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.51K+ 49.84% |
$347K - $384K
|
13.6K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
229+ 200.88% |
$17.6K - $19.5K
|
343
$28.6K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
67+ 2.39% |
$5.16K - $5.71K
|
2.87K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
25.5K+ 55.92% |
$1.97M - $2.17M
|
71.2K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.99K+ 4.98% |
$615K - $680K
|
168K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 0.22% |
$771 - $852
|
4.5K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.12K- 4.74% |
$86.5K - $95.5K
|
22.6K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.35K- 2.71% |
$104K - $115K
|
48.5K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.51% |
$1.08K - $1.19K
|
2.78K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.44K+ 12.88% |
$188K - $208K
|
21.4K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.56K+ 3.13% |
$120K - $133K
|
51.5K
$4.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-232- 4.11% |
$17.9K - $19.8K
|
5.42K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
8K+ 255.18% |
$616K - $681K
|
11.1K
$929K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
32+ 0.52% |
$2.47K - $2.73K
|
6.19K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
101+ 1.36% |
$7.78K - $8.6K
|
7.53K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
347+ 4.25% |
$26.7K - $29.6K
|
8.51K
$710K
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
4.12KNew |
$317K - $351K
|
4.12K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
300+ 7.76% |
$23.1K - $25.5K
|
4.17K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.22KNew |
$325K - $359K
|
4.22K
$352K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-98.4K- 15.98% |
$7.58M - $8.38M
|
517K
$43.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 3.12% |
$78.7K - $86.9K
|
33.8K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.41KNew |
$185K - $205K
|
2.41K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.67% |
$1.77K - $1.96K
|
3.47K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-940- 10.68% |
$72.4K - $80.1K
|
7.86K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-116K- 15.41% |
$8.91M - $9.84M
|
635K
$52.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
869+ 2.15% |
$67K - $74K
|
41.2K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
17.2K+ 117.26% |
$1.33M - $1.46M
|
31.9K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
34.7K+ 138.6% |
$2.67M - $2.95M
|
59.7K
$4.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
22.6K+ 10.45% |
$1.74M - $1.93M
|
239K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
30.6K+ 0.33% |
$2.36M - $2.61M
|
9.42M
$786M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-756K- 36.74% |
$58.3M - $64.4M
|
1.3M
$109M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.7K+ 5.98% |
$2.21M - $2.44M
|
509K
$42.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-830- 7.5% |
$64K - $70.7K
|
10.2K
$854K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.16K+ 15.19% |
$321K - $354K
|
31.6K
$2.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-41.1K- 22.59% |
$3.17M - $3.5M
|
141K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-12.9K- 25.35% |
$992K - $1.1M
|
37.9K
$3.16M
|
|