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 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-16- 0.24% |
$1.23K - $1.36K
|
6.71K
$560K
|
|
|
Oct 07, 2025
Q3 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
265+ 0.49% |
$20.4K - $22.6K
|
54.8K
$4.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
20.5KNew |
$1.58M - $1.75M
|
20.5K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.44KNew |
$419K - $463K
|
5.44K
$453K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.5K+ 63.03% |
$346K - $383K
|
11.6K
$970K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
25+ 0.82% |
$1.93K - $2.13K
|
3.07K
$256K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 6.65% |
$122K - $135K
|
25.5K
$2.12M
|
|
|
Oct 07, 2025
Q3 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-684- 18.04% |
$52.7K - $58.2K
|
3.11K
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
38+ 0.29% |
$2.93K - $3.24K
|
12.9K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-207- 3.13% |
$15.9K - $17.6K
|
6.42K
$535K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.86K+ 7.34% |
$143K - $159K
|
27.2K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-360- 0.16% |
$27.7K - $30.7K
|
221K
$18.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
33+ 0.76% |
$2.54K - $2.81K
|
4.4K
$367K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.78K- 5.31% |
$368K - $407K
|
85.2K
$7.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
404+ 1.11% |
$31.1K - $34.4K
|
36.7K
$3.06M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.22K- 5.64% |
$94.2K - $104K
|
20.5K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.9K- 33.29% |
$378K - $418K
|
9.83K
$820K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
303+ 7.68% |
$23.3K - $25.8K
|
4.25K
$354K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12+ 0.22% |
$925 - $1.02K
|
5.55K
$463K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.63K+ 71.52% |
$203K - $224K
|
6.31K
$526K
|
|
|
Oct 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-23- 0.38% |
$1.77K - $1.96K
|
6.03K
$503K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
27+ 0.14% |
$2.08K - $2.3K
|
18.8K
$1.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-1.98K- 98.85% |
$153K - $169K
|
23
$1.92K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.22K+ 71.12% |
$402K - $445K
|
12.6K
$1.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-127- 4.2% |
$9.79K - $10.8K
|
2.9K
$242K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.58K- 7.62% |
$199K - $220K
|
31.3K
$2.61M
|
|
|
Oct 06, 2025
Q3 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
14.5KNew |
$1.11M - $1.23M
|
14.5K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
260+ 1.53% |
$20K - $22.1K
|
17.2K
$1.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-400- 3.9% |
$30.8K - $34.1K
|
9.85K
$822K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-123- 0.85% |
$9.48K - $10.5K
|
14.3K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
150K+ 1074.86% |
$11.5M - $12.7M
|
164K
$13.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.44K+ 7.06% |
$265K - $293K
|
52.1K
$4.34M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
958+ 19.68% |
$73.8K - $81.6K
|
5.83K
$486K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.16K+ 6.42% |
$243K - $269K
|
52.4K
$4.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-640- 5.13% |
$49.3K - $54.5K
|
11.8K
$988K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-29.7K- 90.14% |
$2.29M - $2.53M
|
3.25K
$271K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
65+ 1.21% |
$5.01K - $5.54K
|
5.44K
$453K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-376- 1.78% |
$29K - $32K
|
20.7K
$1.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$77.1 - $85.2
|
12.1K
$1.01M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.07K- 17.27% |
$82.1K - $90.7K
|
5.1K
$425K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-6- 0.1% |
$462 - $511
|
5.95K
$496K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.1K+ 49.44% |
$854K - $944K
|
33.5K
$2.79M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
6.33KNew |
$488K - $539K
|
6.33K
$528K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
729+ 0.14% |
$56.2K - $62.1K
|
533K
$44.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.89K+ 4.91% |
$145K - $161K
|
40.3K
$3.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.98K+ 7.47% |
$307K - $339K
|
57.3K
$4.78M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
33.3KNew |
$2.56M - $2.83M
|
33.3K
$2.78M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4.8K- 14.14% |
$370K - $409K
|
29.2K
$2.43M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-91- 0.21% |
$7.01K - $7.75K
|
42.3K
$3.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
48+ 36.92% |
$3.7K - $4.09K
|
178
$14.8K
|
|