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 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.62K+ 6.81% |
$221K - $290K
|
56.8K
$4.58M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-117K- 29.33% |
$7.11M - $9.34M
|
281K
$22.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-4.75K- 5.26% |
$289K - $380K
|
85.5K
$6.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-100- 1.88% |
$6.1K - $8.01K
|
5.21K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-105- 19.92% |
$6.4K - $8.41K
|
422
$34K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-232- 15.77% |
$14.1K - $18.6K
|
1.24K
$99.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 246.67% |
$45.1K - $59.3K
|
1.04K
$83.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 17.56% |
$80.4K - $106K
|
8.83K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-792K- 16.06% |
$48.3M - $63.5M
|
4.14M
$333M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-50.4K- 33.72% |
$3.07M - $4.04M
|
99K
$7.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.12KNew |
$190K - $250K
|
3.12K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-484- 0.76% |
$29.5K - $38.8K
|
63.5K
$5.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-452- 8.81% |
$27.6K - $36.2K
|
4.68K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
316New |
$19.3K - $25.3K
|
316
$25.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16.9K- 9.52% |
$1.03M - $1.35M
|
160K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-8.32K- 82.9% |
$507K - $667K
|
1.72K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
497+ 5.05% |
$30.3K - $39.8K
|
10.3K
$831K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
285+ 16.3% |
$17.4K - $22.8K
|
2.03K
$164K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$732 - $961
|
4.88K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
38.8K+ 17.06% |
$2.36M - $3.11M
|
266K
$21.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
530+ 1.02% |
$32.3K - $42.5K
|
52.7K
$4.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
521+ 14.6% |
$31.8K - $41.7K
|
4.09K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
75+ 3.0% |
$4.57K - $6.01K
|
2.57K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
542+ 7.57% |
$33.1K - $43.4K
|
7.7K
$620K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-6.51K- 14.55% |
$397K - $521K
|
38.2K
$3.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.86KNew |
$174K - $229K
|
2.86K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
530+ 7.64% |
$32.3K - $42.5K
|
7.46K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.09K+ 35.81% |
$66.5K - $87.4K
|
4.14K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.72K- 17.16% |
$166K - $218K
|
13.1K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
303+ 10.63% |
$18.5K - $24.3K
|
3.15K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-3.78K- 3.02% |
$231K - $303K
|
122K
$9.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
439+ 6.16% |
$26.8K - $35.2K
|
7.57K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
739+ 35.86% |
$45.1K - $59.2K
|
2.8K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.72KNew |
$166K - $218K
|
2.72K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$246K - $324K
|
4.04K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
385K+ 69.44% |
$23.5M - $30.9M
|
940K
$75.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.3K- 49.75% |
$506K - $665K
|
8.38K
$675K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 0.52% |
$1.16K - $1.52K
|
3.64K
$293K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
755+ 15.14% |
$46K - $60.5K
|
5.74K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-500- 2.65% |
$30.5K - $40.1K
|
18.4K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-420- 13.87% |
$25.6K - $33.7K
|
2.61K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
18+ 0.26% |
$1.1K - $1.44K
|
7.03K
$566K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
159+ 1.15% |
$9.7K - $12.7K
|
14K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-258- 3.91% |
$15.7K - $20.7K
|
6.34K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
20+ 0.19% |
$1.22K - $1.6K
|
10.4K
$838K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-665- 2.73% |
$40.6K - $53.3K
|
23.7K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
108K+ 53.95% |
$6.57M - $8.64M
|
308K
$24.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
50K+ 2.61% |
$3.05M - $4M
|
1.96M
$158M
|