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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
3.35KNew |
$258K - $286K
|
3.35K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
10.1K+ 53.45% |
$780K - $862K
|
29.1K
$2.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-10- 0.03% |
$771 - $852
|
29.9K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
63+ 1.34% |
$4.85K - $5.37K
|
4.76K
$397K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8- 0.12% |
$616 - $681
|
6.56K
$547K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.63K+ 1.51% |
$202K - $224K
|
177K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.71K- 0.26% |
$363K - $401K
|
1.84M
$153M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
240KNew |
$18.5M - $20.4M
|
240K
$20M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36+ 0.52% |
$2.77K - $3.07K
|
6.93K
$578K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3+ 0.05% |
$231 - $255
|
5.6K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
111K+ 1753.28% |
$8.57M - $9.48M
|
118K
$9.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17.1K+ 32.91% |
$1.32M - $1.46M
|
69K
$5.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.64KNew |
$665K - $736K
|
8.64K
$720K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-92- 0.81% |
$7.09K - $7.83K
|
11.2K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.2K+ 65.24% |
$1.33M - $1.47M
|
43.6K
$3.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.78K- 2.76% |
$137K - $151K
|
62.7K
$5.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 69.53% |
$442K - $488K
|
14K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.28K- 2.22% |
$98.2K - $109K
|
56.1K
$4.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
13+ 0.04% |
$1K - $1.11K
|
29.9K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 1.87% |
$7.71K - $8.52K
|
5.45K
$455K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
551+ 12.61% |
$42.5K - $46.9K
|
4.92K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-5- 0.03% |
$385 - $426
|
18.6K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
15.4KNew |
$1.19M - $1.31M
|
15.4K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.21K+ 27.52% |
$93.5K - $103K
|
5.63K
$469K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
3.24K+ 32.81% |
$249K - $276K
|
13.1K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-644- 13.96% |
$49.6K - $54.8K
|
3.97K
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
133K+ 2550.13% |
$10.2M - $11.3M
|
138K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
407+ 7.7% |
$31.4K - $34.7K
|
5.69K
$475K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
9.44K+ 43.08% |
$727K - $804K
|
31.3K
$2.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.03K+ 12.52% |
$79.3K - $87.6K
|
9.25K
$771K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.05K+ 0.12% |
$81K - $89.5K
|
846K
$70.6M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
9.4K+ 271.52% |
$724K - $801K
|
12.9K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
7.48KNew |
$576K - $637K
|
7.48K
$624K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
11+ 0.02% |
$848 - $937
|
57.2K
$4.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-3K- 3.52% |
$231K - $255K
|
82.2K
$6.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.28K+ 20.91% |
$329K - $364K
|
24.7K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
364New |
$28K - $31K
|
364
$30.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.7K+ 22.94% |
$824K - $911K
|
57.3K
$4.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
3.02KNew |
$233K - $258K
|
3.02K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-546- 3.97% |
$42.1K - $46.5K
|
13.2K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-259- 5.8% |
$20K - $22.1K
|
4.21K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
526+ 1.51% |
$40.5K - $44.8K
|
35.3K
$2.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.04K+ 23.81% |
$696K - $770K
|
47K
$3.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-103- 1.52% |
$7.94K - $8.77K
|
6.65K
$555K
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 1.57% |
$86.3K - $95.4K
|
70.3K
$5.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
123+ 38.68% |
$9.48K - $10.5K
|
441
$36.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-271- 0.86% |
$20.9K - $23.1K
|
31.2K
$2.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-2.37K- 0.45% |
$182K - $201K
|
521K
$43.4M
|
|