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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.81K+ 111.32% |
$293K - $385K
|
9.13K
$726K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$1.59K - $2.08K
|
26
$2.07K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.93% |
$5.67K - $7.45K
|
3.08K
$245K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.04% |
$305 - $401
|
13.5K
$1.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 5.27% |
$359K - $471K
|
118K
$9.35M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.81K- 19.65% |
$476K - $626K
|
32K
$2.54M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 496.0% |
$68.1K - $89.4K
|
1.34K
$107K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
178+ 2.32% |
$10.9K - $14.3K
|
7.86K
$625K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 102.26% |
$510K - $670K
|
16.5K
$1.31M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.66K+ 9.28% |
$284K - $374K
|
54.9K
$4.36M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.66K- 5.55% |
$101K - $133K
|
28.2K
$2.24M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 19.6% |
$604K - $794K
|
40.7K
$3.23M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-168K- 21.42% |
$10.3M - $13.5M
|
618K
$49.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-3.14K- 7.52% |
$191K - $251K
|
38.6K
$3.06M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.27KNew |
$504K - $662K
|
8.27K
$657K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 6.59% |
$17.5K - $23K
|
4.07K
$323K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
43+ 0.45% |
$2.62K - $3.45K
|
9.53K
$758K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$61 - $80.1
|
6.07K
$482K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
38.7K+ 319.82% |
$2.36M - $3.1M
|
50.8K
$4.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.89KNew |
$481K - $632K
|
7.89K
$627K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43New |
$2.62K - $3.45K
|
43
$3.42K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.32M+ 4.76% |
$141M - $186M
|
51.1M
$4.06B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.2K- 27.44% |
$1.05M - $1.38M
|
45.5K
$3.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.66M+ 96.27% |
$101M - $133M
|
3.38M
$269M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-511- 61.64% |
$31.2K - $40.9K
|
318
$25.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.47K+ 8814.29% |
$150K - $198K
|
2.5K
$198K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.42K- 2.87% |
$147K - $193K
|
81.7K
$6.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-687- 2.64% |
$41.9K - $55K
|
25.3K
$2.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
191+ 32.76% |
$11.6K - $15.3K
|
774
$61.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.71K+ 19.77% |
$348K - $457K
|
34.6K
$2.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.6K+ 33.61% |
$97.6K - $128K
|
6.36K
$505K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-87.5K- 7.05% |
$5.34M - $7.01M
|
1.15M
$91.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-160- 0.5% |
$9.76K - $12.8K
|
31.6K
$2.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
451+ 184.84% |
$27.5K - $36.1K
|
695
$55.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$861K - $1.13M
|
14.1K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-25- 2.22% |
$1.52K - $2K
|
1.1K
$87.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.48% |
$12.2K - $16K
|
13.3K
$1.06M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.19K
$412K
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
9.62KNew |
$586K - $770K
|
9.62K
$764K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-225- 5.58% |
$13.7K - $18K
|
3.81K
$302K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-389- 2.7% |
$23.7K - $31.2K
|
14K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-69- 0.75% |
$4.21K - $5.53K
|
9.17K
$729K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3.02KNew |
$184K - $242K
|
3.02K
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
9.57KNew |
$584K - $767K
|
9.57K
$761K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.35K+ 39.23% |
$82.4K - $108K
|
4.8K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
26.9K+ 96.02% |
$1.64M - $2.15M
|
54.9K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
47.9K+ 19.93% |
$2.92M - $3.84M
|
288K
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
711New |
$43.4K - $57K
|
711
$56.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.9K- 41.3% |
$116K - $152K
|
2.7K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
116K+ 12.01% |
$7.1M - $9.33M
|
1.09M
$86.3M
|