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 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-2.69K- 76.7% |
$164K - $215K
|
817
$68.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.91K- 37.8% |
$116K - $153K
|
3.14K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.41K- 2.55% |
$330K - $433K
|
207K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.51K- 21.97% |
$153K - $201K
|
8.91K
$743K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 0.26% |
$2.87K - $3.77K
|
18.4K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.24KNew |
$197K - $259K
|
3.24K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 1.06% |
$125K - $164K
|
190K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
200KNew |
$12.2M - $16M
|
200K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.1K+ 2.5% |
$311K - $409K
|
209K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
40KNew |
$2.44M - $3.2M
|
40K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
545+ 7.62% |
$33.2K - $43.7K
|
7.7K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
258+ 68.44% |
$15.7K - $20.7K
|
635
$53K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
48+ 0.36% |
$2.93K - $3.85K
|
13.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
426+ 1.91% |
$26K - $34.1K
|
22.8K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$577K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
135K+ 62.81% |
$8.22M - $10.8M
|
349K
$29.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-335- 11.71% |
$20.4K - $26.8K
|
2.53K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
556+ 27.8% |
$33.9K - $44.5K
|
2.56K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-21.4K- 7.77% |
$1.31M - $1.71M
|
254K
$21.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
697+ 6.89% |
$42.5K - $55.8K
|
10.8K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.42KNew |
$452K - $594K
|
7.42K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
67.8K+ 17.74% |
$4.13M - $5.43M
|
450K
$37.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-125- 2.96% |
$7.62K - $10K
|
4.1K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.65K+ 138.42% |
$467K - $613K
|
13.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
PUT |
186KNew |
$11.4M - $14.9M
|
186K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24New |
$1.46K - $1.92K
|
24
$2K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-9K- 13.99% |
$549K - $721K
|
55.4K
$4.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.98% |
$12.2K - $16K
|
20.2K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.59KNew |
$158K - $207K
|
2.59K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
47+ 151.61% |
$2.87K - $3.77K
|
78
$6.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.18% |
$366 - $481
|
3.25K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.57% |
$6.1K - $8.01K
|
17.4K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$2.68K - $3.53K
|
44
$3.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-104- 74.29% |
$6.34K - $8.33K
|
36
$3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
702New |
$42.8K - $56.2K
|
702
$58.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
56+ 0.7% |
$3.41K - $4.49K
|
8.06K
$672K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-700- 3.33% |
$42.7K - $56.1K
|
20.3K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-500- 8.06% |
$30.5K - $40.1K
|
5.7K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.12KNew |
$190K - $250K
|
3.12K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
316New |
$19.3K - $25.3K
|
316
$26.4K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.72KNew |
$166K - $218K
|
2.72K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
385K+ 69.44% |
$23.5M - $30.9M
|
940K
$78.4M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-665- 2.73% |
$40.6K - $53.3K
|
23.7K
$1.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12+ 0.34% |
$732 - $961
|
3.49K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
701+ 21.44% |
$42.7K - $56.2K
|
3.97K
$331K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 1.21% |
$2.01K - $2.64K
|
2.7K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-294- 4.93% |
$17.9K - $23.6K
|
5.67K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.76K+ 9.53% |
$107K - $141K
|
20.2K
$1.69M
|
|