Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.25K+ 43.49% |
$417K - $508K
|
20.6K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.2KNew |
$414K - $505K
|
6.2K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 56.33% |
$414K - $505K
|
17.2K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
6.2KNew |
$414K - $504K
|
6.2K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.19K+ 22.47% |
$414K - $504K
|
33.8K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.07K+ 61.4% |
$405K - $494K
|
16K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.05K+ 26.6% |
$404K - $493K
|
28.8K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.03K+ 89.78% |
$403K - $491K
|
12.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.69KNew |
$380K - $463K
|
5.69K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.55K+ 27.01% |
$370K - $451K
|
26.1K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.51K+ 9.01% |
$368K - $449K
|
66.6K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.43KNew |
$363K - $442K
|
5.43K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.41K+ 3.16% |
$361K - $440K
|
176K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$358K - $437K
|
5.37K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.34K+ 13.13% |
$357K - $435K
|
46K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.29K+ 62.89% |
$353K - $430K
|
13.7K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.2K+ 68.25% |
$347K - $423K
|
12.8K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17KNew |
$345K - $421K
|
5.17K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.1K+ 4.78% |
$341K - $415K
|
112K
$8.91M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.07K+ 13.59% |
$338K - $412K
|
42.3K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.05K+ 68.41% |
$337K - $411K
|
12.4K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$337K - $411K
|
5.05K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$337K - $410K
|
5.04K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.96K+ 6.44% |
$331K - $404K
|
81.9K
$6.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 13.39% |
$330K - $403K
|
41.9K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.92K+ 12.09% |
$328K - $400K
|
45.6K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.85KNew |
$324K - $395K
|
4.85K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 50.57% |
$322K - $393K
|
14.4K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.76K+ 37.04% |
$318K - $388K
|
17.6K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.72K+ 34.29% |
$315K - $384K
|
18.5K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.71K+ 4.92% |
$314K - $383K
|
100K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$314K - $383K
|
4.7K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 16.25% |
$310K - $378K
|
33.2K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.64K+ 27.05% |
$310K - $378K
|
21.8K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$307K - $375K
|
4.6K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.58K+ 8.48% |
$306K - $373K
|
58.6K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.58KNew |
$306K - $373K
|
4.58K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$303K - $370K
|
4.54K
$362K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$303K - $369K
|
4.54K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.52KNew |
$302K - $368K
|
4.52K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$301K - $366K
|
4.5K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.41K+ 7.87% |
$294K - $359K
|
60.4K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39KNew |
$293K - $357K
|
4.39K
$350K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 8.88% |
$292K - $357K
|
53.7K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.23K+ 17.69% |
$283K - $345K
|
28.2K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21K+ 6.37% |
$281K - $343K
|
70.3K
$5.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.17KNew |
$279K - $340K
|
4.17K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 12.93% |
$278K - $339K
|
36.3K
$2.9M
|