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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.08K- 64.77% |
$432K - $568K
|
3.85K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-637- 5.99% |
$38.8K - $51K
|
10K
$824K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
133+ 0.78% |
$8.11K - $10.7K
|
17.2K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
32+ 0.54% |
$1.95K - $2.56K
|
5.97K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-312- 6.73% |
$19K - $25K
|
4.32K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 1.06% |
$8.35K - $11K
|
12.8K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.53K+ 11.34% |
$93.2K - $123K
|
15K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
138+ 3.15% |
$8.42K - $11.1K
|
4.53K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.44K+ 4.7% |
$87.7K - $115K
|
32.1K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
37.5K+ 3.11% |
$2.29M - $3M
|
1.24M
$103M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.25KNew |
$76.5K - $100K
|
1.25K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-685- 0.63% |
$41.8K - $54.9K
|
108K
$8.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-528- 8.73% |
$32.2K - $42.3K
|
5.52K
$455K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 3.07% |
$86.3K - $113K
|
47.5K
$3.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
521+ 7.57% |
$31.8K - $41.7K
|
7.41K
$610K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.9K- 11.66% |
$116K - $152K
|
14.4K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
14.1K+ 43.19% |
$859K - $1.13M
|
46.7K
$3.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
109+ 2.28% |
$6.65K - $8.73K
|
4.9K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-214- 0.46% |
$13K - $17.1K
|
46.6K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.2K- 2.94% |
$317K - $417K
|
172K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-556- 4.69% |
$33.9K - $44.5K
|
11.3K
$931K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7.2K- 48.16% |
$439K - $577K
|
7.75K
$639K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$2.01K - $2.64K
|
33
$2.72K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-25- 25.77% |
$1.52K - $2K
|
72
$5.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.29K+ 162.5% |
$383K - $504K
|
10.2K
$837K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
209+ 2.48% |
$12.7K - $16.7K
|
8.63K
$711K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.1K- 19.75% |
$189K - $248K
|
12.6K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-528- 51.36% |
$32.2K - $42.3K
|
500
$41.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.47% |
$122 - $160
|
432
$35.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
138+ 2.08% |
$8.42K - $11.1K
|
6.76K
$557K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.92K+ 119.35% |
$300K - $394K
|
9.04K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-697- 15.12% |
$42.5K - $55.8K
|
3.91K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-994- 16.14% |
$60.6K - $79.6K
|
5.17K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-229- 3.55% |
$14K - $18.3K
|
6.22K
$512K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.04% |
$610 - $801
|
23.1K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 2.51% |
$4.27K - $5.61K
|
2.72K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
BUY
|
- |
2.65KNew |
$162K - $212K
|
2.65K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-251- 0.7% |
$15.3K - $20.1K
|
35.8K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.8K+ 16.18% |
$110K - $144K
|
12.9K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.46% |
$1.52K - $2K
|
5.46K
$450K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
464+ 52.61% |
$28.3K - $37.2K
|
1.35K
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-23K- 30.36% |
$1.41M - $1.85M
|
52.9K
$4.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.44K+ 2.93% |
$87.9K - $116K
|
50.6K
$4.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-200- 4.26% |
$12.2K - $16K
|
4.5K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.67KNew |
$163K - $214K
|
2.67K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.24K+ 2.75% |
$259K - $340K
|
158K
$13M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-6.15K- 47.9% |
$375K - $493K
|
6.69K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
200+ 0.62% |
$12.2K - $16K
|
32.3K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.46K+ 66.52% |
$150K - $197K
|
6.17K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
25+ 0.17% |
$1.52K - $2K
|
14.9K
$1.23M
|