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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-45- 33.33% |
$2.74K - $3.61K
|
90
$7.51K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116+ 41.43% |
$7.07K - $9.29K
|
396
$33K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
2.7KNew |
$165K - $216K
|
2.7K
$225K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.58K+ 58.8% |
$96.6K - $127K
|
4.28K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$61 - $80.1
|
4.28K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.7K+ 16.16% |
$775K - $1.02M
|
91.3K
$7.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 2.3% |
$6.1K - $8.01K
|
4.24K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-702- 21.86% |
$42.8K - $56.2K
|
2.51K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
SELL
|
- |
-500- 10.18% |
$30.5K - $40.1K
|
4.41K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.82KNew |
$172K - $226K
|
2.82K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.86K- 1.73% |
$235K - $309K
|
219K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
93New |
$5.67K - $7.45K
|
93
$7.76K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-155- 8.12% |
$9.45K - $12.4K
|
1.75K
$146K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57.7K- 64.85% |
$3.52M - $4.62M
|
31.3K
$2.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-12.4K- 93.84% |
$757K - $994K
|
815
$68K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.08K- 64.77% |
$432K - $568K
|
3.85K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-312- 6.73% |
$19K - $25K
|
4.32K
$361K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 2.1% |
$4.27K - $5.61K
|
3.4K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
BUY
|
- |
2.54KNew |
$155K - $203K
|
2.54K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.08K- 25.41% |
$127K - $166K
|
6.1K
$509K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-144- 12.59% |
$8.78K - $11.5K
|
1K
$83.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.21K- 2.51% |
$73.7K - $96.8K
|
47K
$3.92M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.4K+ 50.97% |
$207K - $272K
|
10.1K
$840K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-849- 3.16% |
$51.8K - $68K
|
26.1K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.65K+ 240.92% |
$527K - $693K
|
12.2K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-42- 4.05% |
$2.56K - $3.37K
|
996
$83.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-108- 2.43% |
$6.59K - $8.65K
|
4.33K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-104- 35.74% |
$6.34K - $8.33K
|
187
$15.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-18- 0.19% |
$1.1K - $1.44K
|
9.62K
$803K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1KNew |
$61K - $80.1K
|
1K
$83.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 1.06% |
$8.35K - $11K
|
12.8K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
521+ 7.57% |
$31.8K - $41.7K
|
7.41K
$618K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$2.01K - $2.64K
|
33
$2.75K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.04% |
$610 - $801
|
23.1K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
2.65KNew |
$162K - $212K
|
2.65K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-200- 4.26% |
$12.2K - $16K
|
4.5K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
26+ 136.84% |
$1.59K - $2.08K
|
45
$3.75K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-599- 6.07% |
$36.5K - $48K
|
9.27K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.33KNew |
$447K - $587K
|
7.33K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28+ 0.23% |
$1.71K - $2.24K
|
12.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.54KNew |
$277K - $364K
|
4.54K
$379K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.14K+ 22.97% |
$191K - $251K
|
16.8K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.23% |
$3.05K - $4.01K
|
21.7K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
5.27KNew |
$321K - $422K
|
5.27K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$183 - $240
|
185K
$15.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
235+ 1.79% |
$14.3K - $18.8K
|
13.4K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 20.96% |
$6.1K - $8.01K
|
577
$48.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
339New |
$20.7K - $27.2K
|
339
$28.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
44+ 0.93% |
$2.68K - $3.53K
|
4.76K
$397K
|
|