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 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-103- 0.28% |
$6.28K - $8.25K
|
36.5K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.16% |
$3.23K - $4.25K
|
4.64K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2K+ 5.82% |
$742K - $974K
|
221K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 36.45% |
$95.7K - $126K
|
2.74K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.5% |
$21.5K - $28.2K
|
23.9K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.52K- 51.59% |
$215K - $282K
|
3.3K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 1.49% |
$4.82K - $6.33K
|
5.37K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-936- 2.23% |
$57.1K - $75K
|
41K
$3.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$183 - $240
|
21.1K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-6.6K- 4.94% |
$402K - $529K
|
127K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 0.37% |
$77.6K - $102K
|
344K
$28.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
178+ 4.83% |
$10.9K - $14.3K
|
3.87K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.26K+ 35.22% |
$138K - $181K
|
8.69K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-136- 2.49% |
$8.29K - $10.9K
|
5.32K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.49K+ 40.35% |
$91K - $120K
|
5.19K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.77KNew |
$230K - $302K
|
3.77K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22+ 0.51% |
$1.34K - $1.76K
|
4.32K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
708+ 9.59% |
$43.2K - $56.7K
|
8.09K
$675K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.69K+ 131.03% |
$469K - $616K
|
13.6K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 3.96% |
$129K - $169K
|
51.3K
$4.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-14.4K- 8.19% |
$879K - $1.15M
|
161K
$13.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.3% |
$3.05K - $4.01K
|
17K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.7K+ 14.14% |
$958K - $1.26M
|
127K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
88+ 0.64% |
$5.37K - $7.05K
|
13.9K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.04K- 2.81% |
$124K - $163K
|
70.5K
$5.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-73.8K- 87.88% |
$4.5M - $5.92M
|
10.2K
$849K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.1K+ 123.8% |
$613K - $806K
|
18.2K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
631+ 2.65% |
$38.5K - $50.6K
|
24.4K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.29% |
$732 - $961
|
4.08K
$340K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.73K+ 8.79% |
$166K - $218K
|
33.7K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-322- 9.99% |
$19.6K - $25.8K
|
2.9K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 1.74% |
$11K - $14.4K
|
10.5K
$876K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 95.67% |
$213K - $280K
|
7.14K
$596K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-609- 8.95% |
$37.1K - $48.8K
|
6.19K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$263K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 2.52% |
$5.18K - $6.81K
|
3.29K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-550- 11.52% |
$33.5K - $44.1K
|
4.23K
$352K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-148- 0.59% |
$9.03K - $11.9K
|
25K
$2.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 13.17% |
$27.6K - $36.3K
|
2.99K
$249K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.74KNew |
$228K - $299K
|
3.74K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397+ 81.86% |
$24.2K - $31.8K
|
882
$73.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 16.43% |
$72.9K - $95.7K
|
8.47K
$706K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.99% |
$1.71K - $2.24K
|
2.87K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 1.6% |
$28.2K - $37K
|
29.3K
$2.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
41+ 1.25% |
$2.5K - $3.28K
|
3.32K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-29.9K- 10.35% |
$1.82M - $2.39M
|
259K
$21.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.82K+ 26.63% |
$111K - $146K
|
8.64K
$721K
|