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 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.79KNew |
$170K - $223K
|
2.79K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 1.06% |
$125K - $164K
|
190K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
22.7KNew |
$1.38M - $1.82M
|
22.7K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.77K+ 0.51% |
$108K - $142K
|
350K
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.6K+ 4.77% |
$2.05M - $2.69M
|
737K
$59.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
29.8K+ 2.51% |
$1.82M - $2.39M
|
1.22M
$98M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.29K+ 0.45% |
$262K - $344K
|
948K
$76.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
351+ 11.46% |
$21.4K - $28.1K
|
3.42K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
- |
200KNew |
$12.2M - $16M
|
200K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-434- 21.16% |
$26.5K - $34.8K
|
1.62K
$130K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-26.2K- 45.9% |
$1.6M - $2.1M
|
30.9K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
17.3K+ 6.1% |
$1.06M - $1.39M
|
302K
$24.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-206K- 20.26% |
$12.6M - $16.5M
|
811K
$65.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.1K+ 2.5% |
$311K - $409K
|
209K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-75.4K- 44.24% |
$4.6M - $6.04M
|
95K
$7.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 0.24% |
$11.6K - $15.3K
|
79.1K
$6.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
148+ 32.89% |
$9.03K - $11.9K
|
598
$48.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-26.5K- 3.68% |
$1.62M - $2.12M
|
694K
$55.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.23K+ 0.81% |
$441K - $579K
|
901K
$72.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-823- 5.97% |
$50.2K - $65.9K
|
13K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 2.17% |
$6.22K - $8.17K
|
4.8K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.16K+ 41.62% |
$70.7K - $92.9K
|
3.94K
$317K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
202K+ 3.36% |
$12.3M - $16.2M
|
6.21M
$500M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
BUY
|
- |
607K+ 33.15% |
$37M - $48.6M
|
2.44M
$196M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
40KNew |
$2.44M - $3.2M
|
40K
$3.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
42.9KNew |
$2.61M - $3.44M
|
42.9K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5K- 5.3% |
$305K - $401K
|
89.3K
$7.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-146K- 71.62% |
$8.88M - $11.7M
|
57.7K
$4.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
545+ 7.62% |
$33.2K - $43.7K
|
7.7K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
116+ 1.33% |
$7.07K - $9.29K
|
8.84K
$711K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
258+ 68.44% |
$15.7K - $20.7K
|
635
$51.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22.2K+ 301.18% |
$1.35M - $1.78M
|
29.5K
$2.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-715- 17.88% |
$43.6K - $57.3K
|
3.28K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.61K+ 11.04% |
$98K - $129K
|
16.2K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
755+ 0.56% |
$46K - $60.5K
|
136K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-199- 0.18% |
$12.1K - $15.9K
|
112K
$9.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
16.6KNew |
$1.01M - $1.33M
|
16.6K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
48+ 0.36% |
$2.93K - $3.85K
|
13.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8K+ 11.78% |
$840K - $1.1M
|
131K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
SELL
|
- |
-109K- 14.03% |
$6.62M - $8.7M
|
666K
$53.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.23K- 2.1% |
$258K - $339K
|
197K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.79K+ 2.32% |
$109K - $143K
|
78.8K
$6.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
83.3K+ 92.4% |
$5.08M - $6.67M
|
173K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.56K+ 8.01% |
$95.2K - $125K
|
21.1K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.31K- 17.12% |
$79.9K - $105K
|
6.34K
$511K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.38K+ 45.76% |
$511K - $671K
|
26.7K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
426+ 1.91% |
$26K - $34.1K
|
22.8K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
117+ 1.24% |
$7.13K - $9.37K
|
9.56K
$769K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.14K+ 13.68% |
$191K - $251K
|
26.1K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$557K
|