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 17, 2025
Q3 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-39.3K- 26.36% |
$3.03M - $3.35M
|
110K
$9.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-112- 1.21% |
$8.63K - $9.54K
|
9.14K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
59+ 0.51% |
$4.55K - $5.02K
|
11.6K
$964K
|
|
|
Oct 17, 2025
Q3 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
36+ 1.23% |
$2.77K - $3.07K
|
2.96K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.24% |
$1.46K - $1.62K
|
7.84K
$654K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
33+ 0.58% |
$2.54K - $2.81K
|
5.7K
$476K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
170+ 6.08% |
$13.1K - $14.5K
|
2.97K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-500- 8.45% |
$38.5K - $42.6K
|
5.42K
$452K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
765+ 24.26% |
$58.9K - $65.1K
|
3.92K
$327K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-500- 9.54% |
$38.5K - $42.6K
|
4.74K
$395K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
112+ 0.99% |
$8.63K - $9.54K
|
11.4K
$951K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.83K+ 8.0% |
$372K - $411K
|
65.2K
$5.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-12- 0.22% |
$925 - $1.02K
|
5.46K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
11.5KNew |
$884K - $977K
|
11.5K
$957K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.25% |
$1.16K - $1.28K
|
6.02K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
532+ 5.85% |
$41K - $45.3K
|
9.62K
$803K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
71+ 2.45% |
$5.47K - $6.05K
|
2.97K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
35+ 0.57% |
$2.7K - $2.98K
|
6.23K
$520K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.07% |
$308 - $341
|
5.76K
$480K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-137K- 13.02% |
$10.6M - $11.7M
|
916K
$76.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.1K- 6.33% |
$852K - $942K
|
164K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
278+ 3.34% |
$21.4K - $23.7K
|
8.61K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 4.98% |
$80.6K - $89.1K
|
22K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-770- 3.48% |
$59.3K - $65.6K
|
21.4K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.12% |
$771 - $852
|
8.46K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.99K- 7.17% |
$231K - $255K
|
38.8K
$3.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.11K- 15.19% |
$317K - $350K
|
22.9K
$1.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-773- 20.66% |
$59.6K - $65.8K
|
2.97K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 0.45% |
$1.93K - $2.13K
|
5.48K
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-194- 1.05% |
$14.9K - $16.5K
|
18.3K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
160+ 2.72% |
$12.3K - $13.6K
|
6.04K
$504K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-9K- 33.84% |
$693K - $766K
|
17.6K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-217- 1.54% |
$16.7K - $18.5K
|
13.9K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 5.23% |
$206K - $228K
|
53.8K
$4.49M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 7.86% |
$19.3K - $21.3K
|
2.93K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
151+ 3.43% |
$11.6K - $12.9K
|
4.55K
$380K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
2.42K+ 5.66% |
$186K - $206K
|
45.1K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
448+ 0.92% |
$34.5K - $38.2K
|
48.9K
$4.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-5.16K- 5.21% |
$397K - $439K
|
93.9K
$7.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.21% |
$77.1 - $85.2
|
483
$40.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-148- 1.12% |
$11.4K - $12.6K
|
13.1K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
236+ 7.65% |
$18.2K - $20.1K
|
3.32K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-14- 1.62% |
$1.08K - $1.19K
|
851
$71K
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.14% |
$23.1K - $25.5K
|
218K
$18.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
218New |
$16.8K - $18.6K
|
218
$18.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-750- 12.64% |
$57.8K - $63.9K
|
5.18K
$432K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
795+ 23.89% |
$61.3K - $67.7K
|
4.12K
$344K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-450- 38.33% |
$34.7K - $38.3K
|
724
$60.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.0% |
$231 - $255
|
61.8K
$5.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 0.55% |
$2.16K - $2.38K
|
5.08K
$424K
|
|