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 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-530- 2.21% |
$40.8K - $45.1K
|
23.5K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-17.3K- 18.68% |
$1.33M - $1.47M
|
75.3K
$6.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
202+ 1.61% |
$15.6K - $17.2K
|
12.8K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
224+ 1.29% |
$17.3K - $19.1K
|
17.6K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
171+ 5.58% |
$13.2K - $14.6K
|
3.24K
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-131K- 17.99% |
$10.1M - $11.1M
|
597K
$49.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
6.36K+ 24.74% |
$490K - $542K
|
32.1K
$2.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.6K- 12.75% |
$123K - $136K
|
11K
$914K
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.1K+ 5.37% |
$393K - $434K
|
100K
$8.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
243+ 315.58% |
$18.7K - $20.7K
|
320
$26.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
240+ 7.03% |
$18.5K - $20.4K
|
3.66K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
495+ 2.7% |
$38.1K - $42.2K
|
18.9K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
60.6KNew |
$4.67M - $5.16M
|
60.6K
$5.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-70- 2.68% |
$5.39K - $5.96K
|
2.54K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.2K- 7.46% |
$246K - $272K
|
39.7K
$3.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-154K- 1.49% |
$11.9M - $13.2M
|
10.2M
$852M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28K+ 2.94% |
$2.16M - $2.39M
|
983K
$82M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.6K- 4.97% |
$278K - $307K
|
68.9K
$5.75M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5K+ 2.14% |
$115K - $127K
|
71.6K
$5.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-434- 0.76% |
$33.4K - $37K
|
56.7K
$4.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
172+ 2.18% |
$13.3K - $14.6K
|
8.05K
$671K
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
9.44K+ 54.19% |
$727K - $804K
|
26.9K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$77.1 - $85.2
|
3.29K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.22K+ 37.39% |
$325K - $359K
|
15.5K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
69.2K+ 22.5% |
$5.33M - $5.89M
|
377K
$31.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-115- 0.63% |
$8.86K - $9.79K
|
18.1K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
398+ 14.9% |
$30.7K - $33.9K
|
3.07K
$256K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.37K+ 18.12% |
$413K - $457K
|
35K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.34K- 7.88% |
$103K - $114K
|
15.7K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
195+ 2.61% |
$15K - $16.6K
|
7.66K
$639K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-65- 0.56% |
$5.01K - $5.54K
|
11.5K
$962K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-20- 0.11% |
$1.54K - $1.7K
|
17.7K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47KNew |
$190K - $210K
|
2.47K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
118+ 3.56% |
$9.09K - $10K
|
3.44K
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-139- 5.29% |
$10.7K - $11.8K
|
2.49K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22+ 0.61% |
$1.7K - $1.87K
|
3.66K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-45- 5.93% |
$3.47K - $3.83K
|
714
$59.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-153K- 14.22% |
$11.8M - $13.1M
|
926K
$77.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.6K+ 2.21% |
$354K - $391K
|
213K
$17.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.5K+ 3.25% |
$1.04M - $1.15M
|
429K
$35.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-97- 1.37% |
$7.47K - $8.26K
|
6.97K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.11% |
$2.54K - $2.81K
|
31.4K
$2.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.15K+ 22.32% |
$243K - $269K
|
17.3K
$1.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
57+ 0.71% |
$4.39K - $4.85K
|
8.08K
$674K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
435+ 14.89% |
$33.5K - $37K
|
3.36K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
650+ 3.75% |
$50.1K - $55.4K
|
18K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-77- 0.43% |
$5.93K - $6.56K
|
17.8K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.84K- 13.83% |
$450K - $497K
|
36.4K
$3.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-44- 0.05% |
$3.39K - $3.75K
|
94.1K
$7.85M
|
|
|
Nov 06, 2025
Q3 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-925- 2.08% |
$71.3K - $78.8K
|
43.6K
$3.64M
|
|