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 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-250- 18.23% |
$15.2K - $20K
|
1.12K
$93.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-296- 9.0% |
$18.1K - $23.7K
|
2.99K
$250K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
51.8KNew |
$3.16M - $4.15M
|
51.8K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-34K- 4.51% |
$2.07M - $2.72M
|
720K
$60M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-34- 1.09% |
$2.07K - $2.72K
|
3.07K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
357+ 0.5% |
$21.8K - $28.6K
|
71.9K
$6M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-8K- 50.78% |
$488K - $641K
|
7.76K
$647K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$61 - $80.1
|
888
$74.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$32.4K - $42.6K
|
532
$44.4K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$300K - $395K
|
4.93K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
48.4KNew |
$2.95M - $3.87M
|
48.4K
$4.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-472- 6.99% |
$28.8K - $37.8K
|
6.28K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 6.67% |
$18.3K - $24K
|
4.8K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.08% |
$122 - $160
|
2.47K
$206K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 95.82% |
$105K - $138K
|
75
$6.26K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1K- 14.13% |
$61K - $80.1K
|
6.08K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-5.08K- 2.81% |
$310K - $407K
|
175K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.54KNew |
$155K - $204K
|
2.54K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 0.07% |
$915 - $1.2K
|
22.3K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
230+ 0.67% |
$14K - $18.4K
|
34.5K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-280- 3.96% |
$17.1K - $22.4K
|
6.79K
$566K
|
|
|
Jul 31, 2025
Q2 2025
|
Hikari Power LTD
|
SELL
|
- |
-6.46K- 4.95% |
$394K - $518K
|
124K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
843+ 84.3% |
$51.4K - $67.5K
|
1.84K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
136New |
$8.29K - $10.9K
|
136
$11.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-12.3K- 46.0% |
$752K - $989K
|
14.5K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.5KNew |
$1.06M - $1.4M
|
17.5K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.92K+ 0.45% |
$422K - $554K
|
1.55M
$129M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
107New |
$6.52K - $8.57K
|
107
$8.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
172New |
$10.5K - $13.8K
|
172
$14.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$166K - $219K
|
2.73K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
940New |
$57.3K - $75.3K
|
940
$78.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-141- 3.83% |
$8.6K - $11.3K
|
3.54K
$296K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 2.15% |
$3.78K - $4.97K
|
2.95K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.52K- 16.75% |
$154K - $202K
|
12.5K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
138+ 3.05% |
$8.42K - $11.1K
|
4.66K
$388K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.22% |
$6.1K - $8.01K
|
8.12K
$677K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.18KNew |
$72.1K - $94.8K
|
1.18K
$98.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
40+ 0.27% |
$2.44K - $3.2K
|
14.7K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
30+ 0.12% |
$1.83K - $2.4K
|
24.2K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.68KNew |
$285K - $375K
|
4.68K
$390K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
34.2KNew |
$2.09M - $2.74M
|
34.2K
$2.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 3.54% |
$1.71K - $2.24K
|
820
$68.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-383- 4.95% |
$23.4K - $30.7K
|
7.35K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$366 - $481
|
3.09K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
588New |
$35.9K - $47.1K
|
588
$49.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.5KNew |
$152K - $200K
|
2.5K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
3.5K+ 41.58% |
$213K - $280K
|
11.9K
$994K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.93K+ 98.65% |
$178K - $234K
|
5.89K
$491K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.41K+ 17.32% |
$330K - $433K
|
36.6K
$3.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 4.62% |
$24.4K - $32K
|
9.07K
$756K
|
|