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 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
21+ 0.73% |
$1.28K - $1.68K
|
2.91K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.62KNew |
$160K - $210K
|
2.62K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
264+ 1.03% |
$16.1K - $21.2K
|
25.9K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19.4KNew |
$1.18M - $1.55M
|
19.4K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
45+ 1.28% |
$2.74K - $3.61K
|
3.55K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
144+ 2.53% |
$8.78K - $11.5K
|
5.83K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
609+ 12.0% |
$37.1K - $48.8K
|
5.68K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-250- 3.37% |
$15.2K - $20K
|
7.16K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-55- 3.85% |
$3.35K - $4.41K
|
1.37K
$109K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
14.9K+ 3.27% |
$907K - $1.19M
|
469K
$37.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 18.22% |
$115K - $151K
|
8.45K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
199K+ 16.9% |
$12.2M - $16M
|
1.38M
$110M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.42K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124- 8.01% |
$7.56K - $9.93K
|
1.43K
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23- 0.16% |
$1.4K - $1.84K
|
14K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
951+ 11.27% |
$58K - $76.2K
|
9.39K
$748K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
78+ 1.2% |
$4.76K - $6.25K
|
6.56K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-494- 5.46% |
$30.1K - $39.6K
|
8.55K
$682K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.61K+ 3.13% |
$98.1K - $129K
|
53K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
50+ 0.56% |
$3.05K - $4.01K
|
8.96K
$714K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
5.47KNew |
$334K - $438K
|
5.47K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$209K - $274K
|
3.42K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 19.27% |
$8.42K - $11.1K
|
854
$68.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.46% |
$1.34K - $1.76K
|
4.85K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-997- 5.63% |
$60.8K - $79.9K
|
16.7K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-250- 5.87% |
$15.2K - $20K
|
4.01K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-835- 1.91% |
$50.9K - $66.9K
|
42.8K
$3.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.49K- 0.24% |
$90.7K - $119K
|
607K
$48.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.02K- 3.07% |
$61.9K - $81.3K
|
32.1K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 67.18% |
$492K - $646K
|
20.1K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-70- 0.28% |
$4.27K - $5.61K
|
24.9K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-28.2K- 2.03% |
$1.72M - $2.26M
|
1.36M
$108M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.33KNew |
$203K - $267K
|
3.33K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
135+ 2.05% |
$8.23K - $10.8K
|
6.73K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.82K+ 17.5% |
$294K - $386K
|
32.3K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
741+ 1.52% |
$45.2K - $59.4K
|
49.5K
$3.95M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$1.52K - $2K
|
16.6K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-250- 2.95% |
$15.2K - $20K
|
8.22K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
306+ 1.03% |
$18.7K - $24.5K
|
29.9K
$2.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$244 - $320
|
10.1K
$807K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$183 - $240
|
15.3K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-101- 1.38% |
$6.16K - $8.09K
|
7.22K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.75KNew |
$167K - $220K
|
2.75K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.91KNew |
$178K - $233K
|
2.91K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$1.22K - $1.6K
|
3.04K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-44- 0.47% |
$2.68K - $3.53K
|
9.25K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23- 0.04% |
$1.4K - $1.84K
|
57.1K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-642- 2.74% |
$39.1K - $51.4K
|
22.8K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
128+ 1.79% |
$7.81K - $10.3K
|
7.27K
$579K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 2.48% |
$112K - $147K
|
75.9K
$6.05M
|