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
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.21% |
$308 - $341
|
1.91K
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-598- 2.04% |
$46.1K - $50.9K
|
28.7K
$2.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
82+ 0.55% |
$6.32K - $6.98K
|
14.9K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
243+ 9.17% |
$18.7K - $20.7K
|
2.89K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$258K - $286K
|
3.35K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1K+ 1.93% |
$1.39M - $1.54M
|
958K
$79.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-100- 4.1% |
$7.71K - $8.52K
|
2.34K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.69K- 49.48% |
$207K - $229K
|
2.75K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
12+ 0.4% |
$925 - $1.02K
|
3.02K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
153+ 1.18% |
$11.8K - $13K
|
13.2K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-74- 0.41% |
$5.7K - $6.3K
|
18.1K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 5.0% |
$231 - $255
|
63
$5.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-518- 9.36% |
$39.9K - $44.1K
|
5.01K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
220+ 3.15% |
$17K - $18.7K
|
7.2K
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-998- 23.44% |
$76.9K - $85K
|
3.26K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.44K- 0.12% |
$111K - $123K
|
1.19M
$99.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-17.4K- 2.11% |
$1.34M - $1.48M
|
809K
$67.5M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 5.78% |
$2.31K - $2.55K
|
549
$45.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
461+ 1.35% |
$35.5K - $39.3K
|
34.7K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.03K- 0.79% |
$233K - $258K
|
382K
$31.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.22K+ 231.36% |
$556K - $615K
|
10.3K
$862K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 0.54% |
$1.31K - $1.45K
|
3.18K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 0.89% |
$4.7K - $5.19K
|
6.9K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
587KNew |
$45.3M - $50M
|
587K
$49M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.8K+ 31.75% |
$983K - $1.09M
|
52.9K
$4.42M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-129- 3.24% |
$9.94K - $11K
|
3.85K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
100+ 1.74% |
$7.71K - $8.52K
|
5.85K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
102+ 2.85% |
$7.86K - $8.69K
|
3.69K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
104K+ 587.85% |
$8M - $8.85M
|
122K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-365- 5.94% |
$28.1K - $31.1K
|
5.78K
$482K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.15K+ 156.71% |
$166K - $183K
|
3.52K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5.51KNew |
$424K - $469K
|
5.51K
$459K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-411- 3.96% |
$31.7K - $35K
|
9.96K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$385 - $426
|
895
$74.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-676- 7.55% |
$52.1K - $57.6K
|
8.28K
$691K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
409+ 3.21% |
$31.5K - $34.8K
|
13.2K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.06K+ 70.12% |
$236K - $261K
|
7.42K
$619K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
3.85KNew |
$297K - $328K
|
3.85K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
827+ 1.31% |
$63.7K - $70.4K
|
64K
$5.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
128KNew |
$9.86M - $10.9M
|
128K
$10.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.07K+ 2.94% |
$82.5K - $91.2K
|
37.6K
$3.13M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.54K- 9.26% |
$119K - $131K
|
15.1K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-9K- 10.98% |
$693K - $766K
|
73K
$6.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-962- 4.78% |
$74.1K - $81.9K
|
19.2K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-200- 13.41% |
$15.4K - $17K
|
1.29K
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23+ 0.77% |
$1.77K - $1.96K
|
3K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-1.44K- 21.52% |
$111K - $123K
|
5.25K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$2.59K
|
|