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 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-263- 64.46% |
$16K - $21.1K
|
145
$11.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
20+ 0.6% |
$1.22K - $1.6K
|
3.35K
$270K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
44+ 0.71% |
$2.68K - $3.53K
|
6.24K
$503K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200- 2.08% |
$12.2K - $16K
|
9.42K
$760K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 3.37% |
$79.6K - $105K
|
40K
$3.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$32.4K - $42.6K
|
532
$42.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 4.32% |
$1.28K - $1.68K
|
465
$37.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-696KClosed |
$42.4M - $55.7M
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-29.6K- 2.12% |
$1.8M - $2.37M
|
1.37M
$110M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$300K - $395K
|
4.93K
$397K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
284+ 1775.0% |
$17.3K - $22.8K
|
300
$24.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.28K+ 1.51% |
$383K - $503K
|
422K
$34M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.27% |
$2.13K - $2.8K
|
2.79K
$225K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
48.4KNew |
$2.95M - $3.87M
|
48.4K
$3.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.55% |
$1.04K - $1.36K
|
3.09K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.07K+ 50.66% |
$65.1K - $85.5K
|
3.17K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.08% |
$976 - $1.28K
|
21.1K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.13K- 4.69% |
$374K - $491K
|
125K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
244+ 5.58% |
$14.9K - $19.5K
|
4.61K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-620- 7.79% |
$37.8K - $49.7K
|
7.34K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-472- 6.99% |
$28.8K - $37.8K
|
6.28K
$507K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.11K+ 7.92% |
$251K - $329K
|
56K
$4.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-212- 4.03% |
$12.9K - $17K
|
5.05K
$408K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 6.67% |
$18.3K - $24K
|
4.8K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.08K+ 11.35% |
$127K - $167K
|
20.4K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.08% |
$122 - $160
|
2.47K
$199K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 95.82% |
$105K - $138K
|
75
$6.05K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-141- 1.39% |
$8.6K - $11.3K
|
9.97K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-490- 0.85% |
$29.9K - $39.3K
|
57.4K
$4.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 0.42% |
$1.34K - $1.76K
|
5.23K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
172K+ 2.35% |
$10.5M - $13.8M
|
7.51M
$606M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-190- 8.79% |
$11.6K - $15.2K
|
1.97K
$159K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1K- 14.13% |
$61K - $80.1K
|
6.08K
$490K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 0.26% |
$671 - $881
|
4.18K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Nat West Group PLC
|
SELL
|
- |
-5.08K- 2.81% |
$310K - $407K
|
175K
$14.1M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.24K- 0.47% |
$320K - $420K
|
1.1M
$89M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.35K- 8.54% |
$265K - $348K
|
46.5K
$3.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-976- 0.49% |
$59.5K - $78.2K
|
196K
$15.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.57K+ 3.86% |
$157K - $206K
|
69.2K
$5.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.58K+ 349.65% |
$401K - $528K
|
8.47K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.71K- 4.06% |
$165K - $217K
|
64.1K
$5.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 8.17% |
$4.33K - $5.69K
|
798
$64.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-168- 1.75% |
$10.2K - $13.5K
|
9.43K
$760K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.54KNew |
$155K - $204K
|
2.54K
$205K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2K- 35.86% |
$122K - $160K
|
3.57K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-202- 4.32% |
$12.3K - $16.2K
|
4.47K
$361K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 0.07% |
$915 - $1.2K
|
22.3K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-185- 2.82% |
$11.3K - $14.8K
|
6.39K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.2K+ 10.12% |
$134K - $176K
|
23.9K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$122 - $160
|
2.66K
$214K
|