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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$4.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 25.26% |
$1.46K - $1.92K
|
71
$5.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.21% |
$793 - $1.04K
|
6.24K
$520K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-116- 0.27% |
$7.07K - $9.29K
|
42.1K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
135K+ 17.1% |
$8.23M - $10.8M
|
924K
$77.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.19K+ 16.99% |
$72.4K - $95.2K
|
8.18K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.2K+ 6.96% |
$195K - $256K
|
49.2K
$4.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$67.1K - $88.1K
|
1.1K
$91.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35+ 0.06% |
$2.13K - $2.8K
|
61.8K
$5.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-576- 8.69% |
$35.1K - $46.1K
|
6.05K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$61 - $80.1
|
225
$18.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.38K- 2.87% |
$84K - $110K
|
46.7K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
692+ 2.75% |
$42.2K - $55.4K
|
25.9K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$3.05K - $4.01K
|
6.82K
$569K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.71K- 13.6% |
$287K - $377K
|
29.9K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
605K+ 21.69% |
$36.9M - $48.5M
|
3.39M
$283M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-165- 0.32% |
$10.1K - $13.2K
|
51.8K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.84K- 0.46% |
$173K - $227K
|
616K
$51.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.6KNew |
$1.87M - $2.45M
|
30.6K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-136- 2.52% |
$8.29K - $10.9K
|
5.26K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
12.1K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
133KNew |
$8.13M - $10.7M
|
133K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
481+ 16.98% |
$29.3K - $38.5K
|
3.31K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
40K+ 5.3% |
$2.44M - $3.21M
|
795K
$66.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.44K- 5.69% |
$331K - $435K
|
90K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-551- 1.74% |
$33.6K - $44.1K
|
31.1K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-35- 0.57% |
$2.13K - $2.8K
|
6.09K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.37% |
$5.49K - $7.21K
|
580
$48.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.64KNew |
$161K - $212K
|
2.64K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 16.27% |
$88.4K - $116K
|
7.46K
$623K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-395- 2.02% |
$24.1K - $31.6K
|
19.1K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
312+ 2.21% |
$19K - $25K
|
14.4K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.3K- 12.07% |
$140K - $184K
|
16.7K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 0.33% |
$1.71K - $2.24K
|
8.37K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-689- 4.3% |
$42K - $55.2K
|
15.3K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.86K+ 48.6% |
$235K - $309K
|
11.8K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
334+ 4.91% |
$20.4K - $26.8K
|
7.13K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-24.5K- 3.15% |
$1.49M - $1.96M
|
754K
$62.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-771- 0.76% |
$47K - $61.8K
|
100K
$8.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.41K+ 20.17% |
$85.9K - $113K
|
8.39K
$700K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-885- 25.14% |
$54K - $70.9K
|
2.64K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 18.51% |
$119K - $156K
|
12.5K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.03% |
$549 - $721
|
36K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 8.7% |
$109K - $144K
|
22.4K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
81+ 11.81% |
$4.94K - $6.49K
|
767
$64K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.69K- 14.95% |
$286K - $376K
|
26.7K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.49K- 43.04% |
$335K - $440K
|
7.26K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$224K - $295K
|
3.68K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-60- 0.3% |
$3.66K - $4.81K
|
20K
$1.67M
|