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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33- 0.99% |
$2.01K - $2.64K
|
3.29K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
78+ 1.88% |
$4.76K - $6.25K
|
4.22K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-54- 1.82% |
$3.29K - $4.33K
|
2.92K
$243K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-224- 9.17% |
$13.7K - $17.9K
|
2.22K
$185K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-249- 0.83% |
$15.2K - $19.9K
|
29.7K
$2.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$35.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-127- 65.8% |
$7.74K - $10.2K
|
66
$5.51K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-247- 3.99% |
$15.1K - $19.8K
|
5.95K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.98K- 32.38% |
$181K - $238K
|
6.21K
$518K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
310+ 10.27% |
$18.9K - $24.8K
|
3.33K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 25.53% |
$366K - $481K
|
17.5K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-456- 9.4% |
$27.8K - $36.5K
|
4.39K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 1.97% |
$47.9K - $63K
|
40.7K
$3.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-150- 2.81% |
$9.15K - $12K
|
5.2K
$433K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.05KNew |
$186K - $244K
|
3.05K
$254K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$84.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-94- 0.37% |
$5.73K - $7.53K
|
25.4K
$2.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-11- 0.37% |
$671 - $881
|
2.97K
$247K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.32% |
$2.26K - $2.96K
|
11.7K
$976K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.84% |
$6.1K - $8.01K
|
11.8K
$984K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-581- 2.81% |
$35.4K - $46.5K
|
20.1K
$1.68M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-56- 0.16% |
$3.41K - $4.49K
|
35.2K
$2.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-190- 6.66% |
$11.6K - $15.2K
|
2.66K
$222K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-63.7K- 60.04% |
$3.88M - $5.1M
|
42.4K
$3.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
54+ 0.43% |
$3.29K - $4.33K
|
12.7K
$1.06M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-900- 22.92% |
$54.9K - $72.1K
|
3.03K
$252K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
52+ 0.43% |
$3.17K - $4.17K
|
12.1K
$1.01M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
30+ 0.21% |
$1.83K - $2.4K
|
14.2K
$1.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$61 - $80.1
|
91
$7.59K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.95KNew |
$180K - $236K
|
2.95K
$246K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.14K- 8.35% |
$69.3K - $91.1K
|
12.5K
$1.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 0.95% |
$7.01K - $9.21K
|
12.3K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.82K- 11.43% |
$233K - $306K
|
29.6K
$2.47M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.43K- 4.04% |
$87.2K - $115K
|
34K
$2.83M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
5New |
$334 - $407
|
5
$417
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 16.77% |
$51.1K - $62.3K
|
3.8K
$317K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.31M- 54.07% |
$87.7M - $107M
|
1.12M
$93.1M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-3.32K- 41.91% |
$222K - $270K
|
4.6K
$384K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
121KNew |
$8.1M - $9.88M
|
121K
$10.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-375- 4.93% |
$25K - $30.5K
|
7.23K
$603K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
863+ 51.86% |
$57.6K - $70.3K
|
2.53K
$211K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$36.4K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-760- 27.61% |
$50.8K - $61.9K
|
1.99K
$166K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
377New |
$25.2K - $30.7K
|
377
$31.5K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-713- 13.92% |
$47.6K - $58.1K
|
4.41K
$368K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-26.3K- 23.37% |
$1.75M - $2.14M
|
86.1K
$7.18M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.07% |
$401 - $489
|
8.85K
$738K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.1KNew |
$941K - $1.15M
|
14.1K
$1.18M
|
|