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 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-4.35K- 2.17% |
$265K - $349K
|
196K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-51.4K- 4.13% |
$3.14M - $4.12M
|
1.19M
$95.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1K- 0.46% |
$61K - $80.1K
|
219K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-56.2K- 6.37% |
$3.43M - $4.5M
|
826K
$65.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
888+ 18.57% |
$54.2K - $71.1K
|
5.67K
$452K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-304- 6.44% |
$18.5K - $24.4K
|
4.42K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 1.74% |
$3.29K - $4.33K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-505- 11.94% |
$30.8K - $40.5K
|
3.72K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-99- 1.37% |
$6.04K - $7.93K
|
7.12K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
530+ 16.92% |
$32.3K - $42.5K
|
3.66K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-47- 0.52% |
$2.87K - $3.77K
|
9.06K
$722K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.62% |
$3.9K - $5.13K
|
3.88K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.38K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
79+ 2.53% |
$4.82K - $6.33K
|
3.2K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
364+ 6.31% |
$22.2K - $29.2K
|
6.13K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.59K+ 10.88% |
$97.1K - $128K
|
16.2K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18.4K+ 5.68% |
$1.12M - $1.48M
|
343K
$27.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
171+ 54.98% |
$10.4K - $13.7K
|
482
$38.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$305 - $401
|
890
$70.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
231+ 1.3% |
$14.1K - $18.5K
|
18K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.7K- 3.14% |
$1.2M - $1.58M
|
609K
$48.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.16KNew |
$193K - $253K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-500- 9.17% |
$30.5K - $40.1K
|
4.95K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-59- 0.43% |
$3.6K - $4.73K
|
13.8K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
580+ 14.01% |
$35.4K - $46.5K
|
4.72K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-315- 3.6% |
$19.2K - $25.2K
|
8.44K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 1.64% |
$62.1K - $81.6K
|
63.2K
$5.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.09K+ 201.3% |
$188K - $247K
|
4.62K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
7.42K
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
801+ 1013.92% |
$48.8K - $64.2K
|
880
$70.1K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.81K+ 12.71% |
$171K - $225K
|
24.9K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-822- 9.66% |
$50.1K - $65.9K
|
7.69K
$613K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.94% |
$3.29K - $4.33K
|
2.84K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28- 0.25% |
$1.71K - $2.24K
|
11.3K
$905K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.65% |
$854 - $1.12K
|
865
$68.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.57K- 1.36% |
$95.4K - $125K
|
113K
$9.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$122 - $160
|
3K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.21K+ 50.89% |
$317K - $417K
|
15.4K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
461+ 6.82% |
$28.1K - $36.9K
|
7.22K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.7K+ 8.69% |
$103K - $136K
|
21.2K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 43.15% |
$109K - $143K
|
5.93K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-8.5K- 27.3% |
$518K - $681K
|
22.6K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-195- 3.4% |
$11.9K - $15.6K
|
5.54K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 3.06% |
$93.9K - $123K
|
51.8K
$4.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
419+ 6.99% |
$25.6K - $33.6K
|
6.42K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-224- 3.48% |
$13.7K - $17.9K
|
6.21K
$495K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9.84K- 10.22% |
$600K - $788K
|
86.4K
$6.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.28% |
$488 - $641
|
2.85K
$227K
|