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 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.36K+ 13.99% |
$182K - $201K
|
19.2K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-602K- 17.74% |
$46.4M - $51.3M
|
2.79M
$233M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-164- 4.89% |
$12.6K - $14K
|
3.19K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-677- 0.6% |
$52.2K - $57.7K
|
113K
$9.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 2.56% |
$6.16K - $6.81K
|
3.2K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
747+ 23.84% |
$57.6K - $63.6K
|
3.88K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-486- 0.93% |
$37.4K - $41.4K
|
51.8K
$4.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.34K- 11.55% |
$103K - $114K
|
10.3K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
38+ 0.87% |
$2.93K - $3.24K
|
4.43K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
69+ 0.17% |
$5.32K - $5.88K
|
41.3K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8K- 1.8% |
$139K - $153K
|
98.3K
$8.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-166- 0.24% |
$12.8K - $14.1K
|
69K
$5.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.25K+ 2.47% |
$96.3K - $106K
|
51.8K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-929- 13.35% |
$71.6K - $79.1K
|
6.03K
$503K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-58- 0.16% |
$4.47K - $4.94K
|
36.6K
$3.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$231 - $255
|
10.1K
$844K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-472- 1.52% |
$36.4K - $40.2K
|
30.6K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
526+ 16.81% |
$40.5K - $44.8K
|
3.66K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.5% |
$1.93K - $2.13K
|
5.03K
$420K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.23K - $1.36K
|
12.2K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
193+ 4.39% |
$14.9K - $16.4K
|
4.59K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
172K+ 2968.34% |
$13.2M - $14.6M
|
177K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-131K- 26.48% |
$10.1M - $11.2M
|
364K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.04K- 0.47% |
$80.3K - $88.7K
|
219K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.94K+ 69.17% |
$380K - $420K
|
12.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.06K+ 0.41% |
$81.7K - $90.3K
|
260K
$21.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-782- 5.25% |
$60.3K - $66.6K
|
14.1K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 0.51% |
$1.93K - $2.13K
|
4.87K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 0.87% |
$7.71K - $8.52K
|
11.4K
$949K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$154 - $170
|
2.03K
$169K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
175+ 291.67% |
$13.5K - $14.9K
|
235
$19.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-500- 13.7% |
$38.5K - $42.6K
|
3.15K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.65K- 2.45% |
$204K - $225K
|
105K
$8.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
378+ 5.59% |
$29.1K - $32.2K
|
7.14K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
311+ 0.55% |
$24K - $26.5K
|
57.4K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 24.38% |
$1.81M - $2.01M
|
120K
$10M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
126+ 1.05% |
$9.71K - $10.7K
|
12.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-37.2K- 7.95% |
$2.87M - $3.17M
|
431K
$35.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-15.4K- 4.28% |
$1.19M - $1.32M
|
346K
$28.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.5% |
$1.54K - $1.7K
|
3.98K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
938+ 4.18% |
$72.3K - $79.9K
|
23.4K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.23K- 23.67% |
$95.1K - $105K
|
3.98K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
105+ 2.27% |
$8.09K - $8.94K
|
4.72K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9+ 0.15% |
$693 - $766
|
6.1K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-921- 9.12% |
$71K - $78.4K
|
9.18K
$766K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-378- 4.57% |
$29.1K - $32.2K
|
7.89K
$658K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.76K- 1.41% |
$136K - $150K
|
123K
$10.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 0.05% |
$539 - $596
|
13.8K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.74K- 0.77% |
$365K - $403K
|
611K
$51M
|
|