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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
375+ 7.39% |
$28.9K - $31.9K
|
5.45K
$455K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5- 0.05% |
$385 - $426
|
9.7K
$809K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-205- 3.35% |
$15.8K - $17.5K
|
5.91K
$493K
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-40.4K- 42.22% |
$3.11M - $3.44M
|
55.3K
$4.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-26K- 6.96% |
$2M - $2.21M
|
347K
$29M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-9.79K- 28.28% |
$754K - $834K
|
24.8K
$2.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.8K+ 2.28% |
$678K - $749K
|
395K
$33M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 4.68% |
$115K - $127K
|
30.5K
$2.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5+ 0.05% |
$385 - $426
|
10.6K
$884K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
84+ 0.08% |
$6.47K - $7.15K
|
108K
$9.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-822- 0.68% |
$63.3K - $70K
|
121K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.25K- 5.9% |
$96.5K - $107K
|
20K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.79K- 14.29% |
$138K - $153K
|
10.8K
$897K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
36+ 0.47% |
$2.77K - $3.07K
|
7.69K
$642K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.64KNew |
$203K - $224K
|
2.64K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
553+ 28.16% |
$42.6K - $47.1K
|
2.52K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24- 0.43% |
$1.85K - $2.04K
|
5.55K
$463K
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12+ 0.11% |
$925 - $1.02K
|
11.3K
$939K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62K+ 15.05% |
$202K - $223K
|
20K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
9.76K+ 1618.41% |
$752K - $831K
|
10.4K
$864K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-183- 2.06% |
$14.1K - $15.6K
|
8.7K
$725K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
333+ 7.2% |
$25.7K - $28.4K
|
4.96K
$414K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-164K- 5.62% |
$12.6M - $14M
|
2.75M
$230M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
113+ 0.54% |
$8.71K - $9.62K
|
20.9K
$1.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-144- 2.41% |
$11.1K - $12.3K
|
5.82K
$486K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
414+ 4.71% |
$31.9K - $35.3K
|
9.2K
$768K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
7.37KNew |
$568K - $628K
|
7.37K
$615K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
557+ 4.88% |
$42.9K - $47.4K
|
12K
$999K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-104- 1.92% |
$8.01K - $8.86K
|
5.31K
$443K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.65K+ 65.45% |
$512K - $566K
|
16.8K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-259K- 86.09% |
$19.9M - $22M
|
41.8K
$3.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
64+ 0.21% |
$4.93K - $5.45K
|
30.9K
$2.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
58+ 0.91% |
$4.47K - $4.94K
|
6.44K
$538K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-32.8K- 32.11% |
$2.53M - $2.79M
|
69.4K
$5.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
358+ 7.72% |
$27.6K - $30.5K
|
5K
$417K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42+ 1.54% |
$3.24K - $3.58K
|
2.78K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
886+ 28.84% |
$68.3K - $75.5K
|
3.96K
$330K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.01KNew |
$232K - $256K
|
3.01K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.45K+ 236.72% |
$651K - $720K
|
12K
$1M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.81KNew |
$139K - $154K
|
1.81K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-609- 3.45% |
$46.9K - $51.9K
|
17.1K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-92- 2.45% |
$7.09K - $7.83K
|
3.67K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-170- 11.09% |
$13.1K - $14.5K
|
1.36K
$114K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.14K+ 7.94% |
$87.7K - $96.9K
|
15.5K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
105New |
$8.09K - $8.94K
|
105
$8.76K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
73.3K+ 4.94% |
$5.65M - $6.24M
|
1.56M
$130M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.11K+ 11.5% |
$85.1K - $94.1K
|
10.7K
$894K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
248+ 5.26% |
$19.1K - $21.1K
|
4.97K
$414K
|
|