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 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.62K- 5.55% |
$279K - $308K
|
61.6K
$5.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
19+ 3.65% |
$1.46K - $1.62K
|
540
$45K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-106- 3.89% |
$8.17K - $9.03K
|
2.62K
$218K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-25- 0.75% |
$1.93K - $2.13K
|
3.33K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
91+ 2.35% |
$7.01K - $7.75K
|
3.96K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 1.39% |
$77.1 - $85.2
|
73
$6.09K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
393+ 24.41% |
$30.3K - $33.5K
|
2K
$167K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 0.41% |
$2.85K - $3.15K
|
9.09K
$759K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-344- 3.03% |
$26.5K - $29.3K
|
11K
$918K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.54K+ 1059.31% |
$118K - $131K
|
1.68K
$140K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$231 - $255
|
4.74K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 1.89% |
$5.01K - $5.54K
|
3.5K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53.5K+ 394.15% |
$4.12M - $4.56M
|
67.1K
$5.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-5.39K- 34.9% |
$415K - $459K
|
10K
$838K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.7K- 2.03% |
$362K - $401K
|
227K
$19M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$77.1 - $85.2
|
4.15K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
108+ 3.04% |
$8.32K - $9.2K
|
3.66K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.02% |
$539 - $596
|
36K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-84- 1.87% |
$6.47K - $7.15K
|
4.41K
$368K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
500+ 2.6% |
$38.5K - $42.6K
|
19.8K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-4- 0.12% |
$308 - $341
|
3.47K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
114K+ 39.63% |
$8.8M - $9.73M
|
402K
$33.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 20.35% |
$96.7K - $107K
|
7.42K
$619K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
29.6KNew |
$2.28M - $2.52M
|
29.6K
$2.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
142+ 3.79% |
$10.9K - $12.1K
|
3.89K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-62- 5.24% |
$4.78K - $5.28K
|
1.12K
$93.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
16+ 0.53% |
$1.23K - $1.36K
|
3.05K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
32+ 0.84% |
$2.47K - $2.73K
|
3.86K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.39K- 3.03% |
$107K - $119K
|
44.6K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 63.62% |
$127K - $140K
|
4.24K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-113- 2.07% |
$8.71K - $9.62K
|
5.35K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.13KNew |
$549K - $607K
|
7.13K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 1.38% |
$616 - $681
|
572
$47.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.18K- 3.96% |
$168K - $185K
|
52.7K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.13K- 1.56% |
$87K - $96.1K
|
71.4K
$5.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.19K- 7.95% |
$91.5K - $101K
|
13.8K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.77% |
$2.47K - $2.73K
|
4.13K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-553- 1.73% |
$42.6K - $47.1K
|
31.5K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-92- 0.6% |
$7.09K - $7.83K
|
15.2K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
3.13KNew |
$241K - $266K
|
3.13K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-800- 6.78% |
$61.6K - $68.1K
|
11K
$917K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.6K- 2.1% |
$277K - $307K
|
168K
$14M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$154 - $170
|
3.83K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-873- 25.53% |
$67.3K - $74.3K
|
2.55K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
44+ 1.06% |
$3.39K - $3.75K
|
4.2K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-169- 5.38% |
$13K - $14.4K
|
2.97K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.46K- 19.68% |
$343K - $379K
|
18.2K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-300- 7.33% |
$23.1K - $25.5K
|
3.79K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-98- 0.6% |
$7.55K - $8.35K
|
16.1K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
791+ 16.02% |
$60.9K - $67.4K
|
5.73K
$478K
|
|