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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.89K+ 4.91% |
$145K - $161K
|
40.3K
$3.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.98K+ 7.47% |
$307K - $339K
|
57.3K
$4.8M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
33.3KNew |
$2.56M - $2.83M
|
33.3K
$2.79M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4.8K- 14.14% |
$370K - $409K
|
29.2K
$2.44M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-91- 0.21% |
$7.01K - $7.75K
|
42.3K
$3.54M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-410- 3.47% |
$31.6K - $34.9K
|
11.4K
$956K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-155- 0.77% |
$11.9K - $13.2K
|
20K
$1.67M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-439- 1.48% |
$33.8K - $37.4K
|
29.3K
$2.45M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
100+ 0.8% |
$7.71K - $8.52K
|
12.6K
$1.05M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-880- 8.76% |
$67.8K - $74.9K
|
9.16K
$768K
|
|
| Q2 2025 | |||||||
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-404- 1.42% |
$24.6K - $32.4K
|
28.1K
$2.36M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.65M- 48.72% |
$100M - $132M
|
1.73M
$145M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-88- 59.46% |
$5.37K - $7.05K
|
60
$5.03K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-128K- 36.02% |
$7.83M - $10.3M
|
228K
$19.1M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
15+ 0.13% |
$915 - $1.2K
|
11.3K
$947K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
488+ 0.95% |
$29.8K - $39.1K
|
52.1K
$4.37M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.5K- 56.23% |
$91.6K - $120K
|
1.17K
$98K
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
BUY
|
- |
306+ 9.34% |
$18.7K - $24.5K
|
3.58K
$300K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
550+ 1.39% |
$33.5K - $44.1K
|
40.1K
$3.36M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
15+ 0.32% |
$915 - $1.2K
|
4.67K
$392K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.1K+ 17.15% |
$5.25M - $6.9M
|
588K
$49.3M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-72- 2.45% |
$4.39K - $5.77K
|
2.86K
$240K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.5K+ 63.55% |
$1.44M - $1.89M
|
60.6K
$5.08M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
197New |
$12K - $15.8K
|
197
$16.5K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7.15K- 39.1% |
$436K - $573K
|
11.1K
$933K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
729K+ 507.98% |
$44.5M - $58.4M
|
873K
$73.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-26.3K- 7.01% |
$1.6M - $2.11M
|
349K
$29.3M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
122+ 0.06% |
$7.44K - $9.77K
|
217K
$18.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
17KNew |
$1.03M - $1.36M
|
17K
$1.42M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.77K+ 0.18% |
$413K - $542K
|
3.76M
$315M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-79- 1.31% |
$4.82K - $6.33K
|
5.95K
$498K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-40- 0.45% |
$2.44K - $3.2K
|
8.81K
$739K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
52+ 0.52% |
$3.17K - $4.17K
|
10K
$838K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6.21K- 6.48% |
$378K - $497K
|
89.5K
$7.5M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-13.8K- 6.15% |
$843K - $1.11M
|
211K
$17.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.81K+ 111.32% |
$293K - $385K
|
9.13K
$765K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$1.59K - $2.08K
|
26
$2.18K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.93% |
$5.67K - $7.45K
|
3.08K
$259K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5- 0.04% |
$305 - $401
|
13.5K
$1.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 5.27% |
$359K - $471K
|
118K
$9.86M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.81K- 19.65% |
$476K - $626K
|
32K
$2.68M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 496.0% |
$68.1K - $89.4K
|
1.34K
$112K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
178+ 2.32% |
$10.9K - $14.3K
|
7.86K
$659K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 102.26% |
$510K - $670K
|
16.5K
$1.39M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.66K+ 9.28% |
$284K - $374K
|
54.9K
$4.6M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.66K- 5.55% |
$101K - $133K
|
28.2K
$2.36M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.91K- 19.6% |
$604K - $794K
|
40.7K
$3.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-168K- 21.42% |
$10.3M - $13.5M
|
618K
$51.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-3.14K- 7.52% |
$191K - $251K
|
38.6K
$3.23M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.27KNew |
$504K - $662K
|
8.27K
$693K
|
|