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 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.4K- 18.27% |
$185K - $204K
|
10.7K
$895K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
467+ 4.56% |
$36K - $39.8K
|
10.7K
$893K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55+ 40.74% |
$4.24K - $4.68K
|
190
$15.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-150- 1.52% |
$11.6K - $12.8K
|
9.7K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.51KNew |
$347K - $384K
|
4.51K
$376K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
805+ 4.86% |
$62K - $68.6K
|
17.4K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
270+ 3.4% |
$20.8K - $23K
|
8.2K
$684K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 16.84% |
$173K - $191K
|
11.1K
$922K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
47.9KNew |
$3.69M - $4.08M
|
47.9K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
17.1K+ 17.67% |
$1.32M - $1.46M
|
114K
$9.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
12.6KNew |
$973K - $1.08M
|
12.6K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-7.36K- 5.26% |
$567K - $627K
|
133K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.47K+ 10.65% |
$421K - $466K
|
56.8K
$4.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-287K- 25.09% |
$22.1M - $24.4M
|
856K
$71.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-70.7K- 1.22% |
$5.44M - $6.02M
|
5.72M
$477M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
212+ 2.32% |
$16.3K - $18.1K
|
9.35K
$780K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29- 0.03% |
$2.23K - $2.47K
|
114K
$9.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.47K+ 2.98% |
$113K - $125K
|
50.6K
$4.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.64KNew |
$743K - $821K
|
9.64K
$804K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.57K- 11.81% |
$121K - $134K
|
11.7K
$978K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.07% |
$3K - $3.32K
|
3.68K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-600- 17.16% |
$46.2K - $51.1K
|
2.9K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.26K+ 2.72% |
$406K - $448K
|
199K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.2K+ 13.26% |
$92.5K - $102K
|
10.2K
$855K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-302- 5.05% |
$23.3K - $25.7K
|
5.68K
$474K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-310K- 4.54% |
$23.9M - $26.4M
|
6.52M
$544M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.4K+ 14.02% |
$185K - $205K
|
19.6K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
551+ 10.61% |
$42.5K - $46.9K
|
5.75K
$479K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-2.62K- 24.14% |
$202K - $223K
|
8.23K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.57% |
$154 - $170
|
350
$29.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
138K+ 16.51% |
$10.6M - $11.8M
|
975K
$81.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-13.2K- 7.94% |
$1.02M - $1.13M
|
153K
$12.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
118KNew |
$9.13M - $10.1M
|
118K
$9.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 6.04% |
$1.23M - $1.36M
|
280K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
21.1K+ 1.33% |
$1.62M - $1.79M
|
1.6M
$134M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.56K- 99.07% |
$351K - $388K
|
43
$3.59K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-598- 74.94% |
$46.1K - $50.9K
|
200
$16.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.02% |
$616 - $681
|
52.1K
$4.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-192- 2.36% |
$14.8K - $16.4K
|
7.95K
$663K
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
96.7K+ 21.92% |
$7.45M - $8.23M
|
538K
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
SELL
|
- |
-12.3K- 32.05% |
$944K - $1.04M
|
26K
$2.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-27K- 63.68% |
$2.08M - $2.3M
|
15.4K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
11.1K+ 3.42% |
$857K - $947K
|
336K
$28M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-170- 1.15% |
$13.1K - $14.5K
|
14.6K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
603+ 23.15% |
$46.5K - $51.4K
|
3.21K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.06K+ 72.25% |
$159K - $176K
|
4.92K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.63K- 19.27% |
$126K - $139K
|
6.82K
$569K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.21K- 5.52% |
$170K - $188K
|
37.8K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
136K+ 88.26% |
$10.5M - $11.6M
|
291K
$24.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Freemont Management S.A.
|
SELL
|
- |
-32.7K- 88.14% |
$2.52M - $2.78M
|
4.4K
$367K
|
|