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 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
248+ 1.8% |
$15.1K - $19.9K
|
14.1K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
14.7K+ 19.13% |
$898K - $1.18M
|
91.7K
$7.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
704+ 0.55% |
$42.9K - $56.4K
|
128K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.8K+ 4.53% |
$660K - $867K
|
250K
$20.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 160.8% |
$1.23M - $1.62M
|
32.7K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-42- 0.42% |
$2.56K - $3.37K
|
9.86K
$796K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.41K- 24.9% |
$269K - $353K
|
13.3K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-439- 11.17% |
$26.8K - $35.2K
|
3.49K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 6.24% |
$753K - $990K
|
186K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.67K+ 3.06% |
$224K - $294K
|
124K
$9.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.34M+ 0.45% |
$81.8M - $107M
|
302M
$24.4B
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.08K- 4.53% |
$65.7K - $86.4K
|
22.7K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-150- 1.26% |
$9.15K - $12K
|
11.8K
$950K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
62+ 21.02% |
$3.78K - $4.97K
|
357
$28.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-256- 0.76% |
$15.6K - $20.5K
|
33.5K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
64.5K+ 234.53% |
$3.94M - $5.17M
|
92.1K
$7.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.16K - $1.52K
|
3.76K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.1K+ 0.73% |
$372K - $489K
|
845K
$68.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-107K- 48.95% |
$6.5M - $8.54M
|
111K
$8.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 28.74% |
$218K - $286K
|
16K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
739+ 15.2% |
$45.1K - $59.2K
|
5.6K
$452K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.75K+ 3.41% |
$106K - $140K
|
52.9K
$4.27M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
211+ 1.04% |
$12.9K - $16.9K
|
20.5K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
53.4K+ 104.9% |
$3.26M - $4.28M
|
104K
$8.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.72M- 17.01% |
$227M - $298M
|
18.2M
$1.47B
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.27K+ 81.29% |
$199K - $262K
|
7.3K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-172- 1.64% |
$10.5K - $13.8K
|
10.3K
$832K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.78% |
$8.66K - $11.4K
|
5.25K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.4K+ 2.67% |
$268K - $352K
|
169K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-69.1K- 48.12% |
$4.21M - $5.54M
|
74.5K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
575+ 5.66% |
$35.1K - $46.1K
|
10.7K
$866K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-108- 2.4% |
$6.59K - $8.65K
|
4.39K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$915 - $1.2K
|
15
$1.21K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.28KNew |
$78.3K - $103K
|
1.28K
$104K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 10.43% |
$63.8K - $83.8K
|
11.1K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.85K- 7.57% |
$296K - $388K
|
59.1K
$4.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$305 - $401
|
14.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
198K+ 250.59% |
$12.1M - $15.9M
|
277K
$22.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-85.9K- 5.63% |
$5.24M - $6.88M
|
1.44M
$116M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-246K- 14.52% |
$15M - $19.7M
|
1.45M
$117M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
174K+ 32.99% |
$10.6M - $13.9M
|
701K
$56.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-53.4K- 6.78% |
$3.26M - $4.28M
|
735K
$59.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-43.5K- 89.68% |
$2.65M - $3.48M
|
5K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-40.2K- 1.79% |
$2.45M - $3.22M
|
2.2M
$178M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-341- 0.88% |
$20.8K - $27.3K
|
38.4K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-25- 0.34% |
$1.52K - $2K
|
7.43K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-2.69K- 76.7% |
$164K - $215K
|
817
$65.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
394+ 3.62% |
$24K - $31.6K
|
11.3K
$910K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.06K+ 20.91% |
$186K - $245K
|
17.7K
$1.42M
|