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 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
158+ 2.76% |
$12.2K - $13.5K
|
5.89K
$491K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-431- 1.75% |
$33.2K - $36.7K
|
24.3K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.05% |
$539 - $596
|
14.9K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$154 - $170
|
5.73K
$478K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-80- 2.66% |
$6.16K - $6.81K
|
2.92K
$244K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-156- 3.53% |
$12K - $13.3K
|
4.26K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-50- 3.3% |
$3.85K - $4.26K
|
1.46K
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.52K- 4.47% |
$271K - $300K
|
75.1K
$6.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-260- 1.72% |
$20K - $22.1K
|
14.8K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10.6K- 0.94% |
$814K - $899K
|
1.11M
$92.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.73K+ 24.98% |
$133K - $147K
|
8.65K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-127- 2.62% |
$9.79K - $10.8K
|
4.72K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
848+ 5.19% |
$65.3K - $72.2K
|
17.2K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
62.6K+ 118.48% |
$4.83M - $5.33M
|
116K
$9.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.81K+ 27.01% |
$139K - $154K
|
8.5K
$709K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
135K+ 16.66% |
$10.4M - $11.5M
|
942K
$78.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
284+ 16.22% |
$21.9K - $24.2K
|
2.04K
$170K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
608+ 2.95% |
$46.8K - $51.8K
|
21.2K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-602- 5.42% |
$46.4K - $51.3K
|
10.5K
$876K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-26- 0.58% |
$2K - $2.21K
|
4.44K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.75K+ 12.54% |
$289K - $319K
|
33.6K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.28K- 12.03% |
$253K - $279K
|
24K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
152+ 3.73% |
$11.7K - $12.9K
|
4.23K
$353K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-98- 1.38% |
$7.55K - $8.35K
|
7.02K
$586K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.72K+ 5.14% |
$364K - $402K
|
96.5K
$8.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.84K- 2.85% |
$296K - $327K
|
131K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2+ 0.03% |
$154 - $170
|
6.02K
$502K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.57K+ 5.82% |
$198K - $218K
|
46.6K
$3.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.26% |
$771 - $852
|
3.82K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.36K+ 2.56% |
$104K - $115K
|
54.4K
$4.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
491+ 64.02% |
$37.8K - $41.8K
|
1.26K
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-90- 0.36% |
$6.93K - $7.66K
|
24.8K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-35K- 16.42% |
$2.7M - $2.98M
|
178K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
575+ 16.58% |
$44.3K - $49K
|
4.04K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-725- 1.66% |
$55.9K - $61.7K
|
42.9K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-953- 3.03% |
$73.4K - $81.2K
|
30.5K
$2.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
79+ 0.26% |
$6.09K - $6.73K
|
30.9K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-454- 15.96% |
$35K - $38.7K
|
2.39K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.54KNew |
$195K - $216K
|
2.54K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.35% |
$771 - $852
|
2.85K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.49% |
$1.7K - $1.87K
|
4.5K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
178+ 4.22% |
$13.7K - $15.2K
|
4.4K
$367K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.2K- 32.94% |
$92.5K - $102K
|
2.44K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
73.4K+ 24.9% |
$5.65M - $6.25M
|
368K
$30.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
398+ 12.9% |
$30.7K - $33.9K
|
3.48K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$7.71K - $8.52K
|
100
$8.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 8.31% |
$5.47K - $6.05K
|
925
$77.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
67.1K+ 19.85% |
$5.17M - $5.71M
|
405K
$33.8M
|
|