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
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.78K- 0.66% |
$214K - $236K
|
416K
$34.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-34- 1.04% |
$2.62K - $2.9K
|
3.23K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
55.2K+ 1.65% |
$4.25M - $4.7M
|
3.41M
$284M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-61.3K- 19.67% |
$4.72M - $5.22M
|
250K
$20.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.33K- 8.94% |
$102K - $113K
|
13.5K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-19.1K- 8.28% |
$1.47M - $1.63M
|
212K
$17.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 23.07% |
$130K - $143K
|
5.62K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-106- 0.81% |
$8.17K - $9.03K
|
12.9K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-855- 78.66% |
$65.9K - $72.8K
|
232
$19.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
506+ 19.98% |
$39K - $43.1K
|
3.04K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-8.64K- 4.4% |
$665K - $736K
|
188K
$15.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
62New |
$4.78K - $5.28K
|
62
$5.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
1.3K+ 1.33% |
$100K - $111K
|
98.9K
$8.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
55+ 0.31% |
$4.24K - $4.68K
|
17.9K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 0.09% |
$231 - $255
|
3.23K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
599+ 6.62% |
$46.2K - $51K
|
9.64K
$804K
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-309- 6.85% |
$23.8K - $26.3K
|
4.2K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 71.15% |
$57K - $63K
|
1.78K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
317+ 0.9% |
$24.4K - $27K
|
35.7K
$2.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.46% |
$154 - $170
|
434
$36.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-49- 0.35% |
$3.78K - $4.17K
|
14.1K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
599+ 2.4% |
$46.2K - $51K
|
25.6K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 1.76% |
$223K - $246K
|
167K
$13.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$77.1 - $85.2
|
4.28K
$357K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.23K+ 4.09% |
$326K - $360K
|
108K
$8.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.75K- 4.41% |
$289K - $319K
|
81.3K
$6.78M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.89K- 2.83% |
$223K - $246K
|
99.5K
$8.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
442K+ 8.41% |
$34.1M - $37.6M
|
5.7M
$475M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-20- 0.25% |
$1.54K - $1.7K
|
8.05K
$671K
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-512- 0.03% |
$39.4K - $43.6K
|
1.96M
$164M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.66K- 3.14% |
$128K - $141K
|
51.1K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 1.05% |
$5.86K - $6.47K
|
7.31K
$610K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-572- 1.56% |
$44.1K - $48.7K
|
36K
$3M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-305- 3.09% |
$23.5K - $26K
|
9.56K
$797K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.55KNew |
$274K - $302K
|
3.55K
$296K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
104+ 2.55% |
$8.01K - $8.86K
|
4.19K
$349K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25K- 4.73% |
$173K - $191K
|
45.3K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-268K- 20.43% |
$20.7M - $22.8M
|
1.04M
$87.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-722- 4.82% |
$55.6K - $61.5K
|
14.3K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-70- 1.35% |
$5.39K - $5.96K
|
5.13K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
6+ 0.15% |
$462 - $511
|
4.02K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.73K- 14.41% |
$134K - $148K
|
10.3K
$859K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 3.33% |
$83.8K - $92.6K
|
31.6K
$2.64M
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.9KNew |
$997K - $1.1M
|
12.9K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-770- 8.86% |
$59.3K - $65.6K
|
7.92K
$661K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
306+ 11.06% |
$23.6K - $26.1K
|
3.07K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.97K- 31.5% |
$306K - $338K
|
8.64K
$720K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
87+ 2.91% |
$6.7K - $7.41K
|
3.07K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
83K+ 3.51% |
$6.4M - $7.07M
|
2.45M
$204M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.5KNew |
$192K - $213K
|
2.5K
$208K
|
|