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 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-9.5K- 49.99% |
$579K - $761K
|
9.5K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$9.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 3.25% |
$6.1K - $8.01K
|
2.98K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-245- 4.96% |
$14.9K - $19.6K
|
4.7K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-124- 3.08% |
$7.56K - $9.93K
|
3.91K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.41K+ 1.36% |
$208K - $273K
|
254K
$21.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 3.7% |
$3.35K - $4.41K
|
1.43K
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 43.64% |
$95.6K - $126K
|
5.16K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.75% |
$5.18K - $6.81K
|
11.3K
$944K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.16KNew |
$193K - $253K
|
3.16K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-500- 9.17% |
$30.5K - $40.1K
|
4.95K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
7.42K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
419+ 6.99% |
$25.6K - $33.6K
|
6.42K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
264+ 1.03% |
$16.1K - $21.2K
|
25.9K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
609+ 12.0% |
$37.1K - $48.8K
|
5.68K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.67K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124- 8.01% |
$7.56K - $9.93K
|
1.43K
$119K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23- 0.16% |
$1.4K - $1.84K
|
14K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-494- 5.46% |
$30.1K - $39.6K
|
8.55K
$714K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-997- 5.63% |
$60.8K - $79.9K
|
16.7K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.91KNew |
$178K - $233K
|
2.91K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$1.22K - $1.6K
|
3.04K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-705Closed |
$43K - $56.5K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 3.68% |
$1.34K - $1.76K
|
576
$48K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-827- 11.11% |
$50.4K - $66.3K
|
6.62K
$552K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$156K - $205K
|
2.56K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.4K+ 19.34% |
$85.3K - $112K
|
8.63K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.21% |
$1.22K - $1.6K
|
9.62K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.08% |
$244 - $320
|
4.99K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 39.64% |
$122K - $160K
|
3.05K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.57KNew |
$157K - $206K
|
2.57K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$91.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$67.1K - $88.1K
|
1.1K
$91.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-576- 8.69% |
$35.1K - $46.1K
|
6.05K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.6KNew |
$1.87M - $2.45M
|
30.6K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
133KNew |
$8.13M - $10.7M
|
133K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.64KNew |
$161K - $212K
|
2.64K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 16.27% |
$88.4K - $116K
|
7.46K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-395- 2.02% |
$24.1K - $31.6K
|
19.1K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-689- 4.3% |
$42K - $55.2K
|
15.3K
$1.28M
|
|