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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.99K+ 11.5% |
$199K - $243K
|
28.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.96KNew |
$197K - $241K
|
2.96K
$236K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
2.9K+ 17.73% |
$194K - $236K
|
19.3K
$1.54M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.89K+ 55.83% |
$193K - $236K
|
8.08K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.89K+ 0.42% |
$193K - $235K
|
696K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 10.04% |
$192K - $235K
|
31.6K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.87K+ 2.91% |
$192K - $234K
|
102K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.85K+ 187.75% |
$190K - $232K
|
4.37K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 13.87% |
$190K - $232K
|
23.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.83KNew |
$189K - $230K
|
2.83K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.04% |
$188K - $229K
|
58.7K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$224K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 3.8% |
$185K - $225K
|
75.7K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.71K+ 6.77% |
$181K - $221K
|
42.8K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.67K+ 13.61% |
$178K - $218K
|
22.3K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.61K+ 11.81% |
$174K - $213K
|
24.7K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59K+ 4.29% |
$173K - $211K
|
63.1K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.59K+ 0.04% |
$173K - $211K
|
5.8M
$462M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.58K+ 3.17% |
$172K - $210K
|
84.1K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.54K+ 173.73% |
$170K - $207K
|
4K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53K+ 26.68% |
$169K - $206K
|
12K
$959K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.49K+ 2.27% |
$167K - $203K
|
113K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.45K+ 2.6% |
$163K - $199K
|
96.7K
$7.71M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43K+ 2.82% |
$163K - $198K
|
88.8K
$7.08M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.43K+ 2.66% |
$162K - $198K
|
93.8K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 16.87% |
$161K - $196K
|
16.7K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.41K+ 8.86% |
$161K - $196K
|
29.6K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 2.67% |
$157K - $191K
|
90.2K
$7.19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.31K+ 33.99% |
$155K - $188K
|
9.12K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.3K+ 39.03% |
$153K - $187K
|
8.19K
$653K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.27K+ 2.95% |
$152K - $185K
|
79.3K
$6.32M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.26K+ 17.26% |
$151K - $184K
|
15.3K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.23K+ 25.15% |
$149K - $182K
|
11.1K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.2K+ 13.69% |
$147K - $179K
|
18.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.16KNew |
$144K - $176K
|
2.16K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.16K+ 431.2% |
$144K - $176K
|
2.66K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.13K+ 2.03% |
$142K - $174K
|
107K
$8.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.11K+ 6.24% |
$141K - $172K
|
36K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 2.64% |
$138K - $168K
|
80.4K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 6.44% |
$138K - $168K
|
34.1K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.07K+ 35.37% |
$138K - $168K
|
7.9K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.03K+ 4.06% |
$136K - $166K
|
52.1K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2K+ 13.42% |
$134K - $163K
|
16.9K
$1.35M
|