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 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21+ 0.18% |
$1.62K - $1.79K
|
11.7K
$979K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
22.9K+ 13.91% |
$1.77M - $1.95M
|
188K
$15.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.1K- 1.21% |
$84.8K - $93.7K
|
89.9K
$7.5M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-338- 0.64% |
$26K - $28.8K
|
52.8K
$4.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-11- 1.33% |
$848 - $937
|
814
$67.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.08K- 29.4% |
$82.9K - $91.6K
|
2.58K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.17K+ 3.14% |
$90.3K - $99.8K
|
38.5K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-21- 0.03% |
$1.62K - $1.79K
|
74.8K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-15- 0.21% |
$1.16K - $1.28K
|
7.08K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.67K- 0.51% |
$129K - $142K
|
327K
$27.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-66- 0.2% |
$5.09K - $5.62K
|
32.4K
$2.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-60- 2.14% |
$4.62K - $5.11K
|
2.74K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-270- 2.08% |
$20.8K - $23K
|
12.7K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
9+ 0.25% |
$693 - $766
|
3.66K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.28K+ 13.65% |
$98.7K - $109K
|
10.7K
$890K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-90- 0.36% |
$6.93K - $7.66K
|
25K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-658- 17.6% |
$50.7K - $56K
|
3.08K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.32K- 2.15% |
$102K - $113K
|
60.2K
$5.02M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-682- 8.49% |
$52.5K - $58.1K
|
7.35K
$613K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-151- 1.29% |
$11.6K - $12.9K
|
11.5K
$963K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
906New |
$69.8K - $77.2K
|
906
$75.6K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.09K+ 8.38% |
$161K - $178K
|
27K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.85K - $2.04K
|
5.17K
$431K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.81K+ 37.72% |
$139K - $154K
|
6.61K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 8.68% |
$152K - $168K
|
24.8K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
60+ 1.43% |
$4.62K - $5.11K
|
4.26K
$356K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
103+ 22.15% |
$7.94K - $8.77K
|
568
$47.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
400+ 1.24% |
$30.8K - $34.1K
|
32.7K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.6KNew |
$355K - $392K
|
4.6K
$384K
|
|
|
Oct 20, 2025
Q3 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
15.2K+ 11.94% |
$1.17M - $1.29M
|
142K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-7.9K- 11.2% |
$608K - $672K
|
62.6K
$5.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.88K+ 14.46% |
$376K - $415K
|
38.6K
$3.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 58.75% |
$247K - $273K
|
8.65K
$722K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.03K- 15.43% |
$79.4K - $87.7K
|
5.65K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-181- 4.1% |
$13.9K - $15.4K
|
4.24K
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12K+ 8.91% |
$923K - $1.02M
|
146K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 46.68% |
$113K - $125K
|
4.62K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-257- 8.68% |
$19.8K - $21.9K
|
2.7K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.14K- 1.94% |
$165K - $183K
|
108K
$9.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-46.9K- 5.22% |
$3.62M - $4M
|
852K
$71.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-12.9K- 3.73% |
$990K - $1.09M
|
331K
$27.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8+ 0.13% |
$616 - $681
|
6.28K
$524K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
49+ 9.8% |
$3.78K - $4.17K
|
549
$45.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-200- 6.48% |
$15.4K - $17K
|
2.89K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-211- 2.12% |
$16.3K - $18K
|
9.75K
$813K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.3K+ 15.32% |
$99.9K - $110K
|
9.76K
$815K
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-340- 1.74% |
$26.2K - $29K
|
19.2K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-315- 5.17% |
$24.3K - $26.8K
|
5.78K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.26K- 35.62% |
$713K - $788K
|
16.7K
$1.4M
|
|