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 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
566K+ 44.76% |
$34.5M - $45.3M
|
1.83M
$147M
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-23.7K- 5.1% |
$1.45M - $1.9M
|
441K
$35.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-3.45K- 38.64% |
$210K - $276K
|
5.48K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
24.5KNew |
$1.49M - $1.96M
|
24.5K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-137- 0.91% |
$8.35K - $11K
|
14.9K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
406+ 3.59% |
$24.8K - $32.5K
|
11.7K
$943K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
316+ 1.1% |
$19.3K - $25.3K
|
28.9K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.5K+ 2.62% |
$91.5K - $120K
|
58.8K
$4.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.7K+ 5.47% |
$225K - $296K
|
71.2K
$5.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.5KNew |
$274K - $360K
|
4.5K
$362K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-73.9K- 7.39% |
$4.5M - $5.92M
|
925K
$74.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-21- 0.19% |
$1.28K - $1.68K
|
10.8K
$869K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-32.2K- 94.09% |
$1.96M - $2.58M
|
2.02K
$163K
|
|
|
Aug 07, 2025
Q2 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
135K+ 62.81% |
$8.22M - $10.8M
|
349K
$28.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
917+ 1.41% |
$55.9K - $73.5K
|
65.8K
$5.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-335- 11.71% |
$20.4K - $26.8K
|
2.53K
$203K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
556+ 27.8% |
$33.9K - $44.5K
|
2.56K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-21.4K- 7.77% |
$1.31M - $1.71M
|
254K
$20.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
606+ 3.95% |
$37K - $48.6K
|
15.9K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
697+ 6.89% |
$42.5K - $55.8K
|
10.8K
$871K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.42KNew |
$452K - $594K
|
7.42K
$597K
|
|
|
Aug 07, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
67.8K+ 17.74% |
$4.13M - $5.43M
|
450K
$36.2M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.44KNew |
$331K - $436K
|
5.44K
$438K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
441+ 7.43% |
$26.9K - $35.3K
|
6.37K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.59K+ 1.85% |
$97K - $127K
|
87.7K
$7.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-459- 6.2% |
$28K - $36.8K
|
6.95K
$559K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.53K+ 3.96% |
$93.1K - $122K
|
40.1K
$3.22M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 0.67% |
$18.3K - $24K
|
44.5K
$3.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13.7K+ 27.16% |
$834K - $1.1M
|
64.1K
$5.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.25K- 14.17% |
$76.1K - $100K
|
7.56K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.51% |
$854 - $1.12K
|
2.77K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-12- 0.19% |
$732 - $961
|
6.27K
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.68% |
$2.01K - $2.64K
|
4.9K
$395K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-400- 6.5% |
$24.4K - $32K
|
5.75K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-125- 2.96% |
$7.62K - $10K
|
4.1K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.98K+ 49.47% |
$243K - $319K
|
12K
$968K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-8.73K- 18.71% |
$532K - $699K
|
37.9K
$3.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-51.3K- 6.56% |
$3.13M - $4.11M
|
730K
$58.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
68+ 2.0% |
$4.15K - $5.45K
|
3.47K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-752- 7.63% |
$45.9K - $60.3K
|
9.1K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.8K+ 43.3% |
$110K - $144K
|
5.96K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
579+ 0.83% |
$35.3K - $46.4K
|
70.1K
$5.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.65K+ 138.42% |
$467K - $613K
|
13.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-227- 4.68% |
$13.8K - $18.2K
|
4.62K
$372K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.3K+ 20.99% |
$814K - $1.07M
|
76.9K
$6.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11K- 74.84% |
$673K - $884K
|
3.71K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
812+ 2.58% |
$49.5K - $65.1K
|
32.3K
$2.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
205K+ 109.3% |
$12.5M - $16.4M
|
392K
$31.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
PUT |
186KNew |
$11.4M - $14.9M
|
186K
$15M
|