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
|
Salzhauer Michael
|
SELL
|
- |
-16K- 15.28% |
$1.23M - $1.36M
|
88.7K
$7.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
SELL
|
CALL |
-52.5K- 68.18% |
$4.05M - $4.47M
|
24.5K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 35.72% |
$280K - $309K
|
6.53K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8- 0.13% |
$616 - $681
|
6.2K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-796- 5.1% |
$61.3K - $67.8K
|
14.8K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
281+ 2.17% |
$21.7K - $23.9K
|
13.3K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
760+ 9.06% |
$58.6K - $64.7K
|
9.15K
$763K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-390K- 53.95% |
$30.1M - $33.2M
|
333K
$27.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25+ 0.57% |
$1.93K - $2.13K
|
4.43K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 0.9% |
$5.78K - $6.39K
|
8.45K
$705K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
7.44KNew |
$573K - $634K
|
7.44K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-800- 5.82% |
$61.6K - $68.1K
|
12.9K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-615- 15.26% |
$47.4K - $52.4K
|
3.42K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-52- 0.34% |
$4.01K - $4.43K
|
15.2K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-500- 5.0% |
$38.5K - $42.6K
|
9.5K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-872- 4.0% |
$67.2K - $74.3K
|
20.9K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
57.4K+ 38.67% |
$4.42M - $4.89M
|
206K
$17.2M
|
|
|
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
|
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
|
|