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 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-410- 3.47% |
$31.6K - $34.9K
|
11.4K
$952K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-155- 0.77% |
$11.9K - $13.2K
|
20K
$1.66M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-439- 1.48% |
$33.8K - $37.4K
|
29.3K
$2.44M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
100+ 0.8% |
$7.71K - $8.52K
|
12.6K
$1.05M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-880- 8.76% |
$67.8K - $74.9K
|
9.16K
$764K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
19.5K+ 0.69% |
$1.19M - $1.56M
|
2.83M
$236M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-250- 1.0% |
$15.2K - $20K
|
24.6K
$2.06M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-506K- 4.24% |
$30.9M - $40.6M
|
11.4M
$953M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-816K- 20.18% |
$49.8M - $65.4M
|
3.23M
$269M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-642- 2.55% |
$39.1K - $51.4K
|
24.5K
$2.04M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-4.82K- 5.46% |
$294K - $386K
|
83.5K
$6.97M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.3KNew |
$262K - $344K
|
4.3K
$358K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-16- 0.55% |
$976 - $1.28K
|
2.91K
$243K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
468+ 14.67% |
$28.5K - $37.5K
|
3.66K
$305K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
262+ 4.83% |
$16K - $21K
|
5.69K
$474K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-287- 2.85% |
$17.5K - $23K
|
9.77K
$815K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-176K- 80.39% |
$10.7M - $14.1M
|
42.9K
$3.58M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-123- 0.87% |
$7.5K - $9.85K
|
14K
$1.17M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-88- 59.46% |
$5.37K - $7.05K
|
60
$5.01K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-128K- 36.02% |
$7.83M - $10.3M
|
228K
$19M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
197New |
$12K - $15.8K
|
197
$16.4K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.93% |
$5.67K - $7.45K
|
3.08K
$257K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 6.59% |
$17.5K - $23K
|
4.07K
$339K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.89KNew |
$481K - $632K
|
7.89K
$658K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43New |
$2.62K - $3.45K
|
43
$3.59K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.47K+ 8814.29% |
$150K - $198K
|
2.5K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.42K- 2.87% |
$147K - $193K
|
81.7K
$6.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.6K+ 33.61% |
$97.6K - $128K
|
6.36K
$531K
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-160- 0.5% |
$9.76K - $12.8K
|
31.6K
$2.64M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
451+ 184.84% |
$27.5K - $36.1K
|
695
$58K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-25- 2.22% |
$1.52K - $2K
|
1.1K
$91.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3.02KNew |
$184K - $242K
|
3.02K
$252K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
9.57KNew |
$584K - $767K
|
9.57K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
26.9K+ 96.02% |
$1.64M - $2.15M
|
54.9K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.9K- 41.3% |
$116K - $152K
|
2.7K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
116K+ 12.01% |
$7.1M - $9.33M
|
1.09M
$90.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
CALL |
195KNew |
$11.9M - $15.6M
|
195K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
28.7KNew |
$1.75M - $2.3M
|
28.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-93.6K- 21.31% |
$5.71M - $7.5M
|
346K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
639K+ 243.19% |
$39M - $51.2M
|
902K
$75.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 6.48% |
$69.4K - $91.2K
|
16.4K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-73- 1.38% |
$4.45K - $5.85K
|
5.21K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
BUY
|
- |
55KNew |
$3.35M - $4.4M
|
55K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-35- 0.82% |
$2.13K - $2.8K
|
4.22K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
474K+ 167.12% |
$28.9M - $38M
|
758K
$63.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.62KNew |
$160K - $210K
|
2.62K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
151KNew |
$9.18M - $12.1M
|
151K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-49.8K- 74.14% |
$3.03M - $3.99M
|
17.4K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-375- 9.48% |
$22.9K - $30K
|
3.58K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.49K+ 15.72% |
$274K - $359K
|
33K
$2.76M
|
|