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
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.96K+ 45.65% |
$131K - $160K
|
6.25K
$498K
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.95K+ 4.89% |
$130K - $159K
|
41.8K
$3.33M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.94K+ 8.12% |
$130K - $158K
|
25.9K
$2.06M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 9.0% |
$130K - $158K
|
23.5K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.91K+ 1.67% |
$127K - $155K
|
117K
$9.29M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.91K+ 1344.37% |
$127K - $155K
|
2.05K
$163K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.9K+ 29.55% |
$127K - $155K
|
8.32K
$663K
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.89K+ 6.72% |
$126K - $154K
|
30K
$2.39M
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.89K+ 6.48% |
$126K - $154K
|
31K
$2.47M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.83KNew |
$122K - $149K
|
1.83K
$145K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 25.19% |
$122K - $148K
|
9.06K
$722K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.81K+ 3.69% |
$121K - $148K
|
50.9K
$4.05M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.75K+ 17.34% |
$117K - $143K
|
11.9K
$946K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.75K+ 3.17% |
$117K - $143K
|
57.1K
$4.55M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.75K+ 10.99% |
$117K - $142K
|
17.7K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.74K+ 30.01% |
$116K - $141K
|
7.52K
$599K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.73K+ 1.55% |
$116K - $141K
|
113K
$9.04M
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$112K - $137K
|
1.68K
$134K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 16.52% |
$111K - $136K
|
11.8K
$938K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.66K+ 14.01% |
$111K - $135K
|
13.5K
$1.08M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$111K - $135K
|
1.66K
$132K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.65K+ 9.54% |
$110K - $134K
|
18.9K
$1.51M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.64K+ 13.47% |
$109K - $133K
|
13.8K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 0.11% |
$109K - $133K
|
1.51M
$120M
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.62K+ 30.07% |
$108K - $132K
|
7.02K
$560K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62K+ 7.05% |
$108K - $132K
|
24.5K
$1.96M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.61K+ 1.25% |
$108K - $131K
|
131K
$10.4M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.57K+ 9.83% |
$105K - $128K
|
17.6K
$1.4M
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.57K+ 14.42% |
$105K - $128K
|
12.5K
$994K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 39.67% |
$105K - $128K
|
5.53K
$441K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 35.33% |
$105K - $128K
|
6.01K
$479K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.56K+ 10.51% |
$104K - $127K
|
16.4K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 23.5% |
$102K - $125K
|
8.05K
$642K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 0.54% |
$102K - $124K
|
283K
$22.5M
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.51KNew |
$101K - $123K
|
1.51K
$121K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.51K+ 130.46% |
$101K - $123K
|
2.67K
$213K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 0.13% |
$99.8K - $122K
|
1.13M
$89.8M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.48KNew |
$99.1K - $121K
|
1.48K
$118K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.47KNew |
$98.2K - $120K
|
1.47K
$117K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 25.32% |
$95.7K - $117K
|
7.09K
$565K
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 8.47% |
$95.4K - $116K
|
18.3K
$1.46M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42K+ 5.0% |
$94.8K - $116K
|
29.8K
$2.38M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 12.37% |
$94K - $115K
|
12.8K
$1.02M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 3.01% |
$91.3K - $111K
|
46.8K
$3.73M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.37K+ 354.81% |
$91.2K - $111K
|
1.75K
$140K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 1.08% |
$91.2K - $111K
|
127K
$10.1M
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 21.32% |
$91.1K - $111K
|
7.76K
$619K
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.35K+ 21.37% |
$89.9K - $110K
|
7.64K
$609K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.33K+ 5.91% |
$88.7K - $108K
|
23.8K
$1.9M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.3K+ 1.1% |
$86.5K - $105K
|
119K
$9.51M
|