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
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-240- 0.08% |
$14.6K - $19.2K
|
311K
$24.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26K+ 14.08% |
$504K - $662K
|
67K
$5.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$245K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-18- 0.52% |
$1.1K - $1.44K
|
3.43K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
184K+ 8.46% |
$11.2M - $14.8M
|
2.36M
$188M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$305 - $401
|
7.85K
$626K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.5K- 33.63% |
$1.07M - $1.4M
|
34.6K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
37+ 0.51% |
$2.26K - $2.96K
|
7.34K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$8.94M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$183 - $240
|
4.73K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.43% |
$1.34K - $1.76K
|
5.2K
$414K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.93KNew |
$178K - $234K
|
2.93K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
330+ 8.32% |
$20.1K - $26.4K
|
4.3K
$343K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-265- 1.94% |
$16.2K - $21.2K
|
13.4K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.27% |
$3.29K - $4.33K
|
20.1K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
473+ 4.11% |
$28.8K - $37.9K
|
12K
$954K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
337+ 11.18% |
$20.6K - $27K
|
3.35K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-66- 1.63% |
$4.02K - $5.29K
|
3.98K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 7.36% |
$1.04K - $1.36K
|
248
$19.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 3.25% |
$6.1K - $8.01K
|
2.98K
$237K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.3K- 18.69% |
$201K - $264K
|
14.3K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
212+ 5.86% |
$12.9K - $17K
|
3.83K
$305K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-245- 4.96% |
$14.9K - $19.6K
|
4.7K
$374K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-124- 3.08% |
$7.56K - $9.93K
|
3.91K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
978+ 15.79% |
$59.6K - $78.4K
|
7.17K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
786+ 3.89% |
$47.9K - $63K
|
21K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 6.95% |
$24.4K - $32K
|
5.35K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.56KNew |
$278K - $366K
|
4.56K
$364K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.22K- 7.67% |
$379K - $498K
|
74.8K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-242K- 45.62% |
$14.7M - $19.4M
|
288K
$23M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.39% |
$915 - $1.2K
|
3.89K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.13% |
$244 - $320
|
3.09K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-47- 0.99% |
$2.87K - $3.77K
|
4.72K
$376K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$171K - $224K
|
2.8K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-166- 2.03% |
$10.1K - $13.3K
|
8.02K
$639K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-20.1K- 29.08% |
$1.23M - $1.61M
|
49.1K
$3.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
21+ 0.42% |
$1.28K - $1.68K
|
5.08K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.41K+ 1.36% |
$208K - $273K
|
254K
$20.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
24.3K+ 42.88% |
$1.48M - $1.95M
|
81K
$6.45M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-414- 1.25% |
$25.2K - $33.2K
|
32.7K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
252+ 6.29% |
$15.4K - $20.2K
|
4.26K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-122K- 10.38% |
$7.45M - $9.78M
|
1.05M
$84M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-298- 4.1% |
$18.2K - $23.9K
|
6.98K
$556K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44.5K- 76.6% |
$2.71M - $3.56M
|
13.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.02K+ 21.64% |
$62K - $81.5K
|
5.72K
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 3.7% |
$3.35K - $4.41K
|
1.43K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
119+ 0.86% |
$7.26K - $9.53K
|
13.9K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.9K- 2.11% |
$177K - $233K
|
135K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-240- 12.97% |
$14.6K - $19.2K
|
1.61K
$128K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
552+ 1.79% |
$33.7K - $44.2K
|
31.4K
$2.5M
|