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 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.16K- 18.5% |
$243K - $269K
|
13.9K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-357- 2.54% |
$27.5K - $30.4K
|
13.7K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
712+ 8.27% |
$54.9K - $60.6K
|
9.33K
$778K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.33K+ 89.22% |
$180K - $199K
|
4.95K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
190+ 1.35% |
$14.6K - $16.2K
|
14.3K
$1.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
128+ 5.83% |
$9.86K - $10.9K
|
2.32K
$194K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
384+ 2.63% |
$29.6K - $32.7K
|
15K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-32- 0.93% |
$2.47K - $2.73K
|
3.42K
$285K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-4.91K- 1.69% |
$378K - $418K
|
286K
$23.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.64K+ 11.96% |
$665K - $735K
|
80.8K
$6.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.65% |
$154 - $170
|
310
$25.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-471K- 98.83% |
$36.3M - $40.1M
|
5.57K
$464K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
850+ 1.82% |
$65.5K - $72.4K
|
47.5K
$3.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-874- 12.08% |
$67.3K - $74.4K
|
6.36K
$531K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.58K- 18.31% |
$122K - $135K
|
7.06K
$589K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-360- 4.69% |
$27.7K - $30.7K
|
7.31K
$610K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
243+ 1.58% |
$18.7K - $20.7K
|
15.6K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.38K+ 1403.73% |
$261K - $288K
|
3.62K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
250+ 8.43% |
$19.3K - $21.3K
|
3.22K
$268K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.19K+ 13.71% |
$169K - $186K
|
18.1K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-330- 1.27% |
$25.4K - $28.1K
|
25.6K
$2.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
478+ 6.22% |
$36.8K - $40.7K
|
8.16K
$681K
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
22+ 0.29% |
$1.7K - $1.87K
|
7.62K
$635K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
855+ 22.05% |
$65.9K - $72.8K
|
4.73K
$395K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.78K- 28.84% |
$368K - $407K
|
11.8K
$983K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-130- 2.47% |
$10K - $11.1K
|
5.13K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 4.2% |
$155K - $172K
|
46K
$3.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
126+ 3.93% |
$9.71K - $10.7K
|
3.33K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.55KNew |
$196K - $217K
|
2.55K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.8KNew |
$447K - $494K
|
5.8K
$484K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-4- 0.13% |
$308 - $341
|
2.99K
$249K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
68+ 2.48% |
$5.24K - $5.79K
|
2.81K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.61K- 19.91% |
$278K - $308K
|
14.5K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
115+ 161.97% |
$8.86K - $9.79K
|
186
$15.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.25K+ 12.19% |
$251K - $277K
|
29.9K
$2.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
231+ 4.95% |
$17.8K - $19.7K
|
4.9K
$408K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$77.1 - $85.2
|
4.92K
$411K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-45- 2.62% |
$3.47K - $3.83K
|
1.68K
$140K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.06K+ 4.63% |
$159K - $176K
|
46.7K
$3.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-590K- 6.15% |
$45.5M - $50.3M
|
9M
$751M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-477- 15.14% |
$36.8K - $40.6K
|
2.67K
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25.2K+ 5043.89% |
$1.94M - $2.14M
|
25.7K
$2.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.4% |
$1.93K - $2.13K
|
6.21K
$518K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5K- 11.73% |
$385K - $425K
|
37.6K
$3.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-218- 2.41% |
$16.8K - $18.6K
|
8.82K
$736K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-924- 3.21% |
$71.2K - $78.7K
|
27.9K
$2.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-590- 0.37% |
$45.5K - $50.2K
|
161K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-8.61K- 17.21% |
$663K - $733K
|
41.4K
$3.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-100- 0.35% |
$7.71K - $8.52K
|
28.7K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3.95K+ 7.62% |
$304K - $336K
|
55.8K
$4.65M
|
|