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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
152+ 0.93% |
$11.7K - $12.9K
|
16.4K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
404+ 0.94% |
$31.1K - $34.4K
|
43.4K
$3.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.98K+ 14.16% |
$152K - $168K
|
15.9K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-18.5K- 1.99% |
$1.43M - $1.58M
|
912K
$76.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-262- 5.03% |
$20.2K - $22.3K
|
4.95K
$413K
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-891- 23.11% |
$68.7K - $75.9K
|
2.97K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.74KNew |
$134K - $148K
|
1.74K
$145K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.19K+ 8.56% |
$92K - $102K
|
15.1K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
95+ 0.86% |
$7.32K - $8.09K
|
11.1K
$927K
|
|
|
Nov 05, 2025
Q3 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 2.89% |
$30.8K - $34.1K
|
13.5K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-340- 4.46% |
$26.2K - $29K
|
7.28K
$607K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
825New |
$63.6K - $70.3K
|
825
$68.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
53+ 0.69% |
$4.08K - $4.51K
|
7.75K
$647K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
971+ 19.21% |
$74.8K - $82.7K
|
6.03K
$503K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
94.2K+ 92.97% |
$7.25M - $8.02M
|
195K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.36K- 23.44% |
$105K - $116K
|
4.44K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
6.58KNew |
$507K - $561K
|
6.58K
$549K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-134- 2.16% |
$10.3K - $11.4K
|
6.08K
$508K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-615- 1.09% |
$47.4K - $52.4K
|
56K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.67K+ 17.85% |
$129K - $142K
|
11K
$919K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 1.89% |
$3.85K - $4.26K
|
2.6K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.62K+ 22.61% |
$125K - $138K
|
8.78K
$732K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.23K+ 17.12% |
$94.6K - $105K
|
8.4K
$701K
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.74% |
$1.77K - $1.96K
|
3.13K
$261K
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
1.15K+ 6.18% |
$88.9K - $98.3K
|
19.8K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
578+ 9.14% |
$44.5K - $49.2K
|
6.9K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
5.8KNew |
$447K - $494K
|
5.8K
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.4K+ 54.23% |
$1.03M - $1.14M
|
38.1K
$3.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-121- 5.95% |
$9.32K - $10.3K
|
1.91K
$160K
|
|
|
Nov 05, 2025
Q3 2025
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
57.8KNew |
$4.45M - $4.92M
|
57.8K
$4.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
190+ 12.85% |
$14.6K - $16.2K
|
1.67K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 6.38% |
$11.6K - $12.8K
|
2.2K
$184K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-773- 5.97% |
$59.6K - $65.8K
|
12.2K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
789+ 5.05% |
$60.8K - $67.2K
|
16.4K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
5.75K+ 15.17% |
$443K - $490K
|
43.7K
$3.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-80.4K- 11.01% |
$6.19M - $6.85M
|
650K
$54.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 0.43% |
$6.16K - $6.81K
|
18.7K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-355- 0.87% |
$27.4K - $30.2K
|
40.4K
$3.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.92K- 13.93% |
$687K - $760K
|
55.1K
$4.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.4K+ 11.39% |
$955K - $1.06M
|
121K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-410- 0.32% |
$31.6K - $34.9K
|
127K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.58K- 1.71% |
$584K - $646K
|
435K
$36.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-444- 11.34% |
$34.2K - $37.8K
|
3.47K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-183- 0.92% |
$14.1K - $15.6K
|
19.8K
$1.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
704+ 1.38% |
$54.2K - $60K
|
51.6K
$4.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.28K+ 112.88% |
$407K - $450K
|
9.96K
$831K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
200+ 14.86% |
$15.4K - $17K
|
1.55K
$129K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-100- 1.58% |
$7.71K - $8.52K
|
6.24K
$521K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.34K- 30.22% |
$103K - $114K
|
3.1K
$258K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-36.6K- 1.91% |
$2.82M - $3.12M
|
1.88M
$157M
|
|