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 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-35K- 16.42% |
$2.7M - $2.98M
|
178K
$14.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
575+ 16.58% |
$44.3K - $49K
|
4.04K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-725- 1.66% |
$55.9K - $61.7K
|
42.9K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-953- 3.03% |
$73.4K - $81.2K
|
30.5K
$2.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
79+ 0.26% |
$6.09K - $6.73K
|
30.9K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-454- 15.96% |
$35K - $38.7K
|
2.39K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.54KNew |
$195K - $216K
|
2.54K
$211K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 0.35% |
$771 - $852
|
2.85K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.49% |
$1.7K - $1.87K
|
4.5K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
178+ 4.22% |
$13.7K - $15.2K
|
4.4K
$367K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.2K- 32.94% |
$92.5K - $102K
|
2.44K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
73.4K+ 24.9% |
$5.65M - $6.25M
|
368K
$30.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
398+ 12.9% |
$30.7K - $33.9K
|
3.48K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$7.71K - $8.52K
|
100
$8.34K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 8.31% |
$5.47K - $6.05K
|
925
$77.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
67.1K+ 19.85% |
$5.17M - $5.71M
|
405K
$33.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.36K+ 13.99% |
$182K - $201K
|
19.2K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-602K- 17.74% |
$46.4M - $51.3M
|
2.79M
$233M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-164- 4.89% |
$12.6K - $14K
|
3.19K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-677- 0.6% |
$52.2K - $57.7K
|
113K
$9.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
80+ 2.56% |
$6.16K - $6.81K
|
3.2K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
747+ 23.84% |
$57.6K - $63.6K
|
3.88K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-486- 0.93% |
$37.4K - $41.4K
|
51.8K
$4.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.34K- 11.55% |
$103K - $114K
|
10.3K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
38+ 0.87% |
$2.93K - $3.24K
|
4.43K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
69+ 0.17% |
$5.32K - $5.88K
|
41.3K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.8K- 1.8% |
$139K - $153K
|
98.3K
$8.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-166- 0.24% |
$12.8K - $14.1K
|
69K
$5.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.25K+ 2.47% |
$96.3K - $106K
|
51.8K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-929- 13.35% |
$71.6K - $79.1K
|
6.03K
$503K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-58- 0.16% |
$4.47K - $4.94K
|
36.6K
$3.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$231 - $255
|
10.1K
$844K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-472- 1.52% |
$36.4K - $40.2K
|
30.6K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
526+ 16.81% |
$40.5K - $44.8K
|
3.66K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.5% |
$1.93K - $2.13K
|
5.03K
$420K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.23K - $1.36K
|
12.2K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
193+ 4.39% |
$14.9K - $16.4K
|
4.59K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
172K+ 2968.34% |
$13.2M - $14.6M
|
177K
$14.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-131K- 26.48% |
$10.1M - $11.2M
|
364K
$30.3M
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.04K- 0.47% |
$80.3K - $88.7K
|
219K
$18.2M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.94K+ 69.17% |
$380K - $420K
|
12.1K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-782- 5.25% |
$60.3K - $66.6K
|
14.1K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 0.51% |
$1.93K - $2.13K
|
4.87K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-100- 0.87% |
$7.71K - $8.52K
|
11.4K
$949K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$154 - $170
|
2.03K
$169K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
175+ 291.67% |
$13.5K - $14.9K
|
235
$19.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-500- 13.7% |
$38.5K - $42.6K
|
3.15K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-2.65K- 2.45% |
$204K - $225K
|
105K
$8.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
378+ 5.59% |
$29.1K - $32.2K
|
7.14K
$595K
|
|