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
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-555- 1.91% |
$33.8K - $44.5K
|
28.4K
$2.29M
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-743- 7.09% |
$45.3K - $59.5K
|
9.74K
$784K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.62K- 19.66% |
$343K - $450K
|
23K
$1.85M
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-25.6K- 30.45% |
$1.56M - $2.05M
|
58.4K
$4.7M
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
89KNew |
$5.43M - $7.13M
|
89K
$7.16M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
195+ 3.64% |
$11.9K - $15.6K
|
5.55K
$446K
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.52M- 42.69% |
$92.7M - $122M
|
2.04M
$164M
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-13- 32.5% |
$793 - $1.04K
|
27
$2.17K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.04M- 44.63% |
$125M - $164M
|
2.53M
$204M
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 0.78% |
$3.11K - $4.09K
|
6.55K
$527K
|
|
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
$3.38M
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-355K- 5.42% |
$21.7M - $28.5M
|
6.2M
$499M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
55.4K+ 6.27% |
$3.38M - $4.44M
|
940K
$75.6M
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2KNew |
$317K - $417K
|
5.2K
$419K
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
283KNew |
$17.2M - $22.6M
|
283K
$22.7M
|
|
Aug 13, 2025
Q2 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
3.88KNew |
$237K - $311K
|
3.88K
$313K
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
21.6KNew |
$1.32M - $1.73M
|
21.6K
$1.74M
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-735- 0.92% |
$44.8K - $58.9K
|
79.3K
$6.39M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
9.27K+ 2.61% |
$565K - $742K
|
364K
$29.3M
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-531- 13.16% |
$32.4K - $42.5K
|
3.5K
$282K
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
46.7KNew |
$2.85M - $3.74M
|
46.7K
$3.76M
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-95- 0.4% |
$5.79K - $7.61K
|
23.5K
$1.89M
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-111- 0.25% |
$6.77K - $8.89K
|
44.1K
$3.55M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.25% |
$1.77K - $2.32K
|
11.4K
$916K
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 20.57% |
$82.1K - $108K
|
7.89K
$635K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.6K+ 1.4% |
$341K - $449K
|
405K
$32.6M
|
|
Aug 13, 2025
Q2 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
15.1K
$1.22M
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-93.8K- 3.25% |
$5.72M - $7.51M
|
2.79M
$224M
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
40.3K+ 34.47% |
$2.46M - $3.23M
|
157K
$12.6M
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.74M+ 939.6% |
$106M - $139M
|
1.92M
$155M
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-15.4K- 52.49% |
$937K - $1.23M
|
13.9K
$1.12M
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-96.2K- 16.59% |
$5.87M - $7.71M
|
484K
$39M
|
|
Aug 13, 2025
Q2 2025
|
Nearwater Capital Markets, LTD
New York, NY |
SELL
|
- |
-175K- 25.93% |
$10.7M - $14M
|
500K
$40.3M
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
PUT |
-1K- 5.41% |
$61K - $80.1K
|
17.5K
$1.41M
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
262+ 5.76% |
$16K - $21K
|
4.81K
$387K
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.43M- 36.65% |
$331M - $435M
|
9.39M
$756M
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.34K+ 25.22% |
$81.4K - $107K
|
6.63K
$534K
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
8.49K+ 0.9% |
$518K - $680K
|
954K
$76.8M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 0.75% |
$10.8K - $14.2K
|
23.3K
$1.88M
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
980+ 1.05% |
$59.8K - $78.5K
|
94.1K
$7.58M
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.23KNew |
$197K - $258K
|
3.23K
$260K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
179+ 0.53% |
$10.9K - $14.3K
|
34.1K
$2.75M
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-275K- 98.59% |
$16.8M - $22M
|
3.95K
$318K
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-468K- 68.43% |
$28.5M - $37.5M
|
216K
$17.4M
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-56.8K- 73.59% |
$3.46M - $4.55M
|
20.4K
$1.64M
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-16.4K- 2.46% |
$1M - $1.31M
|
651K
$52.4M
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-618- 0.43% |
$37.7K - $49.5K
|
145K
$11.7M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38K+ 25.76% |
$450K - $591K
|
36K
$2.9M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
133K+ 15.96% |
$8.08M - $10.6M
|
963K
$77.5M
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 1.49% |
$14.9K - $19.5K
|
16.1K
$1.3M
|