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 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4- 0.01% |
$308 - $341
|
56.8K
$4.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-208- 2.09% |
$16K - $17.7K
|
9.75K
$814K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
284+ 0.78% |
$21.9K - $24.2K
|
36.9K
$3.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-38.7K- 12.88% |
$2.98M - $3.29M
|
262K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-196- 3.08% |
$15.1K - $16.7K
|
6.18K
$515K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-582K- 2.71% |
$44.9M - $49.6M
|
20.9M
$1.75B
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
26.8K+ 29.24% |
$2.07M - $2.28M
|
118K
$9.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 11.33% |
$110K - $121K
|
14K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-680- 1.62% |
$52.4K - $57.9K
|
41.4K
$3.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-682- 0.47% |
$52.5K - $58.1K
|
144K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-67- 0.11% |
$5.16K - $5.71K
|
60K
$5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 2.32% |
$147K - $163K
|
84.3K
$7.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9+ 0.32% |
$693 - $766
|
2.85K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
889+ 7.53% |
$68.5K - $75.7K
|
12.7K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-147- 2.81% |
$11.3K - $12.5K
|
5.09K
$424K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.46% |
$1.62K - $1.79K
|
4.58K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.74K+ 9.27% |
$211K - $233K
|
32.3K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
9+ 0.24% |
$693 - $766
|
3.73K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
8.29KNew |
$639K - $706K
|
8.29K
$692K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
348+ 2.17% |
$26.8K - $29.6K
|
16.4K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-19.7K- 71.56% |
$1.52M - $1.68M
|
7.85K
$655K
|
|
|
Nov 10, 2025
Q3 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.1K- 2.38% |
$1.39M - $1.54M
|
744K
$62.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
BUY
|
- |
1+ 0.02% |
$77.1 - $85.2
|
6.31K
$526K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
508+ 1.52% |
$39.1K - $43.3K
|
33.9K
$2.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.57K+ 4.7% |
$352K - $389K
|
102K
$8.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.94K- 5.13% |
$304K - $336K
|
72.9K
$6.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 295.45% |
$175K - $194K
|
3.05K
$254K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-650- 27.47% |
$50.1K - $55.4K
|
1.72K
$143K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-758- 3.25% |
$58.4K - $64.6K
|
22.6K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 3.82% |
$78.6K - $86.9K
|
27.7K
$2.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.99K- 2.99% |
$153K - $169K
|
64.5K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-523- 11.86% |
$40.3K - $44.5K
|
3.89K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
656+ 10.77% |
$50.5K - $55.9K
|
6.75K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.46K+ 5.72% |
$112K - $124K
|
26.9K
$2.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-1.03K- 0.57% |
$79.7K - $88.1K
|
181K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
800New |
$61.6K - $68.1K
|
800
$66.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-480- 6.3% |
$37K - $40.9K
|
7.14K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
4.2K+ 8.42% |
$324K - $358K
|
54.1K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9.54K- 9.45% |
$735K - $812K
|
91.3K
$7.62M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
12New |
$925 - $1.02K
|
12
$1K
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
3.5KNew |
$270K - $298K
|
3.5K
$292K
|
|
|
Nov 10, 2025
Q3 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-145- 0.43% |
$11.2K - $12.3K
|
33.4K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
231New |
$17.8K - $19.7K
|
231
$19.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-855- 2.87% |
$65.9K - $72.8K
|
28.9K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.49KNew |
$192K - $212K
|
2.49K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
479+ 6.33% |
$36.9K - $40.8K
|
8.05K
$672K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-47- 0.33% |
$3.62K - $4K
|
14.3K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 26.5% |
$222K - $245K
|
7.98K
$666K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-9.5K- 53.65% |
$732K - $809K
|
8.21K
$685K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
8.69K+ 193.35% |
$669K - $740K
|
13.2K
$1.1M
|
|