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 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
36+ 0.23% |
$2.2K - $2.88K
|
15.6K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-148- 3.28% |
$9.03K - $11.9K
|
4.37K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.28K - $1.68K
|
29.7K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-837- 3.26% |
$51K - $67.1K
|
24.9K
$2.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
8.05K+ 41.3% |
$491K - $645K
|
27.5K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
50KNew |
$3.05M - $4.01M
|
50K
$4.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-700- 40.84% |
$42.7K - $56.1K
|
1.01K
$84.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.12K- 3.32% |
$191K - $250K
|
90.9K
$7.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
382+ 1.9% |
$23.3K - $30.6K
|
20.5K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
51+ 0.39% |
$3.11K - $4.09K
|
13.2K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-166- 0.98% |
$10.1K - $13.3K
|
16.9K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75+ 2.46% |
$4.57K - $6.01K
|
3.12K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-8.9K- 1.83% |
$543K - $713K
|
477K
$39.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-23K- 4.14% |
$1.4M - $1.84M
|
532K
$44.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.21K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 10.03% |
$537K - $706K
|
96.6K
$8.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.4K+ 19.34% |
$85.3K - $112K
|
8.63K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.21% |
$1.22K - $1.6K
|
9.62K
$803K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.24K- 8.08% |
$75.4K - $99K
|
14.1K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
29.7K+ 393.92% |
$1.81M - $2.38M
|
37.3K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10K- 6.08% |
$610K - $802K
|
155K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-52- 0.45% |
$3.17K - $4.17K
|
11.5K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
472+ 16.39% |
$28.8K - $37.8K
|
3.35K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
337+ 6.87% |
$20.6K - $27K
|
5.24K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.01K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.17K+ 12.98% |
$254K - $334K
|
36.3K
$3.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.26% |
$8.35K - $11K
|
52.2K
$4.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.08% |
$244 - $320
|
4.99K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
192+ 2.7% |
$11.7K - $15.4K
|
7.3K
$609K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-696- 0.63% |
$42.4K - $55.8K
|
110K
$9.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.3K+ 2.41% |
$631K - $829K
|
440K
$36.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
667+ 10.82% |
$40.7K - $53.4K
|
6.83K
$570K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.88% |
$593K - $779K
|
151K
$12.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 39.64% |
$122K - $160K
|
3.05K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
24.2K+ 3.09% |
$1.47M - $1.94M
|
807K
$67.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$445K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.97K- 1.67% |
$181K - $238K
|
175K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-151K- 7.58% |
$9.2M - $12.1M
|
1.84M
$154M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.57KNew |
$157K - $206K
|
2.57K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$91.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-116K- 8.68% |
$7.07M - $9.29M
|
1.22M
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 8.6% |
$97.2K - $128K
|
20.1K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-50- 1.17% |
$3.05K - $4.01K
|
4.22K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.15K- 6.73% |
$131K - $172K
|
29.8K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.8K- 57.44% |
$476K - $625K
|
5.78K
$482K
|