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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.9K- 11.09% |
$1.33M - $1.75M
|
175K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.64K- 18.89% |
$222K - $291K
|
15.6K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-41.2K- 31.16% |
$2.51M - $3.3M
|
91K
$7.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
47+ 0.21% |
$2.87K - $3.77K
|
22.1K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-4.78K- 1.32% |
$291K - $383K
|
356K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
2.03M+ 180.05% |
$124M - $162M
|
3.15M
$251M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.33M- 87.54% |
$81.1M - $107M
|
189K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 54.52% |
$838K - $1.1M
|
38.9K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-4.64K- 20.24% |
$283K - $372K
|
18.3K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
104K+ 38.99% |
$6.32M - $8.3M
|
369K
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-4.67M- 11.52% |
$285M - $374M
|
35.8M
$2.85B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-122K- 0.65% |
$7.46M - $9.8M
|
18.7M
$1.48B
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
642+ 4.98% |
$39.1K - $51.4K
|
13.5K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
9.97M+ 49.62% |
$608M - $799M
|
30.1M
$2.39B
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.83K- 1.48% |
$111K - $146K
|
121K
$9.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.41% |
$305 - $401
|
1.21K
$96.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
84K+ 5.86% |
$5.12M - $6.73M
|
1.52M
$121M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.74K+ 9.71% |
$106K - $139K
|
19.6K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-40.1K- 63.68% |
$2.44M - $3.21M
|
22.8K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
96.1KNew |
$5.86M - $7.7M
|
96.1K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
174K+ 32.17% |
$10.6M - $13.9M
|
715K
$56.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-29.2K- 96.34% |
$1.78M - $2.34M
|
1.11K
$88.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-555- 1.91% |
$33.8K - $44.5K
|
28.4K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-743- 7.09% |
$45.3K - $59.5K
|
9.74K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.62K- 19.66% |
$343K - $450K
|
23K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-25.6K- 30.45% |
$1.56M - $2.05M
|
58.4K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
89KNew |
$5.43M - $7.13M
|
89K
$7.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
195+ 3.64% |
$11.9K - $15.6K
|
5.55K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.52M- 42.69% |
$92.7M - $122M
|
2.04M
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-13- 32.5% |
$793 - $1.04K
|
27
$2.15K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.04M- 44.63% |
$125M - $164M
|
2.53M
$201M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 0.78% |
$3.11K - $4.09K
|
6.55K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-19.7K- 31.88% |
$1.2M - $1.58M
|
42K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-355K- 5.42% |
$21.7M - $28.5M
|
6.2M
$493M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55.4K+ 6.27% |
$3.38M - $4.44M
|
940K
$74.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2KNew |
$317K - $417K
|
5.2K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
283KNew |
$17.2M - $22.6M
|
283K
$22.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
3.88KNew |
$237K - $311K
|
3.88K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
21.6KNew |
$1.32M - $1.73M
|
21.6K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-735- 0.92% |
$44.8K - $58.9K
|
79.3K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
9.27K+ 2.61% |
$565K - $742K
|
364K
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-531- 13.16% |
$32.4K - $42.5K
|
3.5K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
46.7KNew |
$2.85M - $3.74M
|
46.7K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-95- 0.4% |
$5.79K - $7.61K
|
23.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78K+ 18.38% |
$4.75M - $6.25M
|
502K
$39.9M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-111- 0.25% |
$6.77K - $8.89K
|
44.1K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.25% |
$1.77K - $2.32K
|
11.4K
$904K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 20.57% |
$82.1K - $108K
|
7.89K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.6K+ 1.4% |
$341K - $449K
|
405K
$32.2M
|