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 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.99K- 19.59% |
$154K - $170K
|
8.19K
$683K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.01K+ 4.82% |
$78.1K - $86.4K
|
22.1K
$1.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.8K- 18.63% |
$215K - $238K
|
12.2K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-938- 26.08% |
$72.3K - $79.9K
|
2.66K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-351- 0.74% |
$27K - $29.9K
|
47K
$3.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
190+ 2.33% |
$14.6K - $16.2K
|
8.36K
$697K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-92- 2.63% |
$7.09K - $7.83K
|
3.4K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
298K+ 7.93% |
$23M - $25.4M
|
4.06M
$338M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.72K+ 4.64% |
$287K - $317K
|
83.9K
$7M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
4+ 0.08% |
$308 - $341
|
5.06K
$422K
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4- 0.1% |
$308 - $341
|
4.13K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.09K+ 10.21% |
$238K - $263K
|
33.3K
$2.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
47.9K+ 52.74% |
$3.69M - $4.08M
|
139K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.8K+ 29.65% |
$524K - $579K
|
29.7K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
63+ 0.67% |
$4.85K - $5.37K
|
9.45K
$788K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
19.3K+ 2.02% |
$1.49M - $1.65M
|
978K
$81.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
400+ 4.01% |
$30.8K - $34.1K
|
10.4K
$865K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
213+ 7.65% |
$16.4K - $18.1K
|
3K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3K- 12.52% |
$231K - $255K
|
21K
$1.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
612+ 18.93% |
$47.2K - $52.1K
|
3.85K
$321K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
439+ 2.67% |
$33.8K - $37.4K
|
16.9K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-95.6K- 2.66% |
$7.36M - $8.14M
|
3.5M
$292M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-1.77K- 10.04% |
$136K - $151K
|
15.9K
$1.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-128- 4.15% |
$9.86K - $10.9K
|
2.96K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-26- 0.27% |
$2K - $2.21K
|
9.53K
$795K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
335+ 8.63% |
$25.8K - $28.5K
|
4.22K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
3.72KNew |
$286K - $316K
|
3.72K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-25.7K- 16.94% |
$1.98M - $2.19M
|
126K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.06K- 0.16% |
$81.8K - $90.4K
|
651K
$54.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.1K+ 2.09% |
$316K - $349K
|
201K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-126- 2.8% |
$9.71K - $10.7K
|
4.37K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
31+ 2.5% |
$2.39K - $2.64K
|
1.27K
$106K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-409- 2.59% |
$31.5K - $34.8K
|
15.4K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
111K+ 15.45% |
$8.52M - $9.41M
|
826K
$68.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
216+ 2.22% |
$16.6K - $18.4K
|
9.95K
$830K
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$77.1 - $85.2
|
7.82K
$652K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
190+ 6.01% |
$14.6K - $16.2K
|
3.35K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2.96K- 6.27% |
$228K - $252K
|
44.2K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.76MNew |
$135M - $150M
|
1.76M
$146M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
741+ 0.27% |
$57.1K - $63.1K
|
275K
$22.9M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
485+ 17.36% |
$37.4K - $41.3K
|
3.28K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-569- 0.67% |
$43.8K - $48.5K
|
84.3K
$7.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
14.9K+ 144.28% |
$1.15M - $1.27M
|
25.2K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
444+ 6.58% |
$34.2K - $37.8K
|
7.19K
$600K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
835+ 11.5% |
$64.3K - $71.1K
|
8.1K
$675K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.44K- 2.35% |
$342K - $378K
|
184K
$15.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-59- 3.65% |
$4.55K - $5.02K
|
1.56K
$130K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
11.6K+ 43.19% |
$893K - $987K
|
38.4K
$3.21M
|
|