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
|
Addison Advisors LLC
|
BUY
|
- |
237+ 15.37% |
$14.5K - $19K
|
1.78K
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-93.7K- 22.38% |
$5.71M - $7.5M
|
325K
$26.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-52- 0.99% |
$3.17K - $4.17K
|
5.2K
$418K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 4.08% |
$1.22K - $1.6K
|
470
$37.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.35K+ 3.17% |
$82.5K - $108K
|
44K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-598- 3.1% |
$36.5K - $47.9K
|
18.7K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16+ 0.18% |
$976 - $1.28K
|
9.05K
$729K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$915 - $1.2K
|
7.55K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-395- 4.93% |
$24.1K - $31.6K
|
7.62K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
7.96K+ 0.12% |
$486K - $638K
|
6.42M
$517M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24New |
$1.46K - $1.92K
|
24
$1.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.97K+ 59.75% |
$242K - $318K
|
10.6K
$854K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.6K- 4.18% |
$97.3K - $128K
|
36.6K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-9K- 13.99% |
$549K - $721K
|
55.4K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.96K+ 5.57% |
$607K - $798K
|
189K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
48.9K+ 4.65% |
$2.98M - $3.92M
|
1.1M
$88.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-169K- 13.56% |
$10.3M - $13.6M
|
1.08M
$86.9M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.19K+ 8.85% |
$72.6K - $95.3K
|
14.6K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.63% |
$183 - $240
|
481
$38.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
27.3K+ 11.98% |
$1.67M - $2.19M
|
256K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
247+ 8.66% |
$15.1K - $19.8K
|
3.1K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.35K- 28.8% |
$509K - $669K
|
20.6K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-71- 0.1% |
$4.33K - $5.69K
|
69.2K
$5.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.05K+ 11.4% |
$491K - $645K
|
78.7K
$6.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 6.49% |
$2.79M - $3.67M
|
659K
$53.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
87.2K+ 131.45% |
$5.32M - $6.99M
|
154K
$12.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
715+ 3.39% |
$43.6K - $57.3K
|
21.8K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Ing Groep Nv
|
BUY
|
- |
9.86K+ 7.57% |
$601K - $790K
|
140K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
452+ 1.84% |
$27.6K - $36.2K
|
25K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
904+ 1.14% |
$55.1K - $72.4K
|
80.1K
$6.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.23KNew |
$197K - $259K
|
3.23K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
459+ 1.9% |
$28K - $36.8K
|
24.6K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-7.62K- 4.78% |
$464K - $610K
|
152K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 4.97% |
$153K - $201K
|
48K
$3.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
529+ 2.82% |
$32.3K - $42.4K
|
19.3K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-49.4K- 16.41% |
$3.01M - $3.95M
|
251K
$20.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.98% |
$12.2K - $16K
|
20.2K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 1.58% |
$4.88K - $6.41K
|
5K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
234+ 3.15% |
$14.3K - $18.7K
|
7.66K
$616K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-360- 93.26% |
$22K - $28.8K
|
26
$2.09K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
27+ 0.15% |
$1.65K - $2.16K
|
17.9K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.59KNew |
$158K - $207K
|
2.59K
$208K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.24K+ 3.96% |
$137K - $180K
|
58.9K
$4.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.99K+ 2.98% |
$182K - $240K
|
103K
$8.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-308- 1.66% |
$18.8K - $24.7K
|
18.2K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
8.66K+ 21.75% |
$528K - $694K
|
48.5K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
210+ 5.56% |
$12.8K - $16.8K
|
3.99K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
511+ 11.48% |
$31.2K - $40.9K
|
4.96K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-40.7K- 59.55% |
$2.48M - $3.26M
|
27.6K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
47+ 151.61% |
$2.87K - $3.77K
|
78
$6.28K
|