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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-368- 7.83% |
$22.4K - $29.5K
|
4.33K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.14KNew |
$192K - $252K
|
3.14K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4- 0.02% |
$244 - $320
|
21.2K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
3.88KNew |
$237K - $311K
|
3.88K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-735- 0.92% |
$44.8K - $58.9K
|
79.3K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-111- 0.25% |
$6.77K - $8.89K
|
44.1K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
PUT |
-1K- 5.41% |
$61K - $80.1K
|
17.5K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.23KNew |
$197K - $258K
|
3.23K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-56.8K- 73.59% |
$3.46M - $4.55M
|
20.4K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38K+ 25.76% |
$450K - $591K
|
36K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 148.48% |
$2.99K - $3.93K
|
82
$6.84K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
387New |
$23.6K - $31K
|
387
$32.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-250- 0.78% |
$15.2K - $20K
|
31.6K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
100KNew |
$6.1M - $8.01M
|
100K
$8.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100+ 1.03% |
$6.1K - $8.01K
|
9.8K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-12.8K- 51.91% |
$778K - $1.02M
|
11.8K
$986K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
6.3K+ 33.87% |
$384K - $505K
|
24.9K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
827K+ 117.56% |
$50.4M - $66.2M
|
1.53M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.76K+ 27.22% |
$107K - $141K
|
8.24K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.66KNew |
$162K - $213K
|
2.66K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
142+ 4.94% |
$8.66K - $11.4K
|
3.01K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
2.53KNew |
$155K - $203K
|
2.53K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.5KNew |
$213K - $280K
|
3.5K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-7.03K- 1.32% |
$428K - $563K
|
527K
$44M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
826+ 13.98% |
$50.4K - $66.2K
|
6.74K
$562K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$1.65K - $2.16K
|
27
$2.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.11KNew |
$190K - $249K
|
3.11K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
122New |
$7.44K - $9.77K
|
122
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.75KNew |
$168K - $220K
|
2.75K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.1KNew |
$861K - $1.13M
|
14.1K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 26.92% |
$1.71K - $2.24K
|
132
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-400- 5.34% |
$24.4K - $32K
|
7.09K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
279+ 18.49% |
$17K - $22.4K
|
1.79K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
910New |
$55.5K - $72.9K
|
910
$75.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$11.6K - $15.2K
|
190
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-22.6K- 36.51% |
$1.38M - $1.81M
|
39.3K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.17% |
$61 - $80.1
|
599
$50K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-500- 16.67% |
$30.5K - $40.1K
|
2.5K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-194- 6.14% |
$11.8K - $15.5K
|
2.96K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
157+ 12.71% |
$9.57K - $12.6K
|
1.39K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.58% |
$305 - $401
|
870
$72.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-15K- 35.01% |
$915K - $1.2M
|
27.8K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.78% |
$8.66K - $11.4K
|
5.25K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
575+ 5.66% |
$35.1K - $46.1K
|
10.7K
$896K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$915 - $1.2K
|
15
$1.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.28KNew |
$78.3K - $103K
|
1.28K
$107K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-246K- 14.52% |
$15M - $19.7M
|
1.45M
$121M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-43.5K- 89.68% |
$2.65M - $3.48M
|
5K
$417K
|
|