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 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.29KNew |
$86.4K - $105K
|
1.29K
$103K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.27K+ 33.23% |
$84.8K - $103K
|
5.09K
$406K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$81.5K - $99.3K
|
1.22K
$97.2K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.21K+ 9.99% |
$80.5K - $98.1K
|
13.3K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.18K+ 2.18% |
$78.9K - $96.2K
|
55.5K
$4.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18K+ 7.64% |
$78.6K - $95.8K
|
16.6K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.17K+ 4.07% |
$77.9K - $95K
|
29.8K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 4.85% |
$77.8K - $94.9K
|
25.2K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 7.05% |
$76.5K - $93.3K
|
17.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.35% |
$74.7K - $91K
|
48.7K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1K+ 42.29% |
$73.5K - $89.6K
|
3.7K
$295K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 0.17% |
$73K - $89K
|
639K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.08K+ 3.41% |
$72.1K - $87.9K
|
32.7K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 28.47% |
$72.1K - $87.9K
|
4.87K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 7.62% |
$70.7K - $86.2K
|
15K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.06K+ 1.07% |
$70.6K - $86.1K
|
99.5K
$7.93M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 14.77% |
$70.3K - $85.7K
|
8.18K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.05KNew |
$70.1K - $85.5K
|
1.05K
$83.7K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 14.02% |
$69.2K - $84.4K
|
8.42K
$671K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 20.14% |
$67.2K - $82K
|
6.01K
$479K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.01K+ 10.46% |
$67.1K - $81.8K
|
10.6K
$846K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1KNew |
$66.8K - $81.4K
|
1K
$79.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
991+ 1.51% |
$66.2K - $80.7K
|
66.5K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
990+ 20.89% |
$66.1K - $80.6K
|
5.73K
$457K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
987+ 16.66% |
$65.9K - $80.4K
|
6.91K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
963+ 18.03% |
$64.3K - $78.4K
|
6.3K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
962+ 9.95% |
$64.2K - $78.3K
|
10.6K
$847K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
957+ 2.99% |
$63.9K - $77.9K
|
32.9K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
946+ 18.47% |
$63.2K - $77K
|
6.07K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
934+ 14.46% |
$62.4K - $76K
|
7.39K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
933+ 27.45% |
$62.3K - $76K
|
4.33K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
928New |
$62K - $75.6K
|
928
$74K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
926+ 4.99% |
$61.8K - $75.4K
|
19.5K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
910+ 0.34% |
$60.8K - $74.1K
|
272K
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
907+ 24.1% |
$60.6K - $73.8K
|
4.67K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
900+ 3.38% |
$60.1K - $73.3K
|
27.5K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
886+ 24.52% |
$59.2K - $72.1K
|
4.5K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
875+ 9.4% |
$58.4K - $71.2K
|
10.2K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
865+ 27.3% |
$57.8K - $70.4K
|
4.03K
$322K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
863+ 51.86% |
$57.6K - $70.3K
|
2.53K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
847+ 7.8% |
$56.6K - $69K
|
11.7K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
843+ 19.06% |
$56.3K - $68.6K
|
5.27K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
840+ 2.54% |
$56.1K - $68.4K
|
33.9K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
833+ 1.53% |
$55.6K - $67.8K
|
55.2K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
831+ 27.91% |
$55.5K - $67.7K
|
3.81K
$304K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
830+ 4.65% |
$55.4K - $67.6K
|
18.7K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
826+ 1.59% |
$55.2K - $67.3K
|
52.7K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
822+ 4110.0% |
$54.9K - $66.9K
|
842
$67.1K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
816+ 22.8% |
$54.5K - $66.4K
|
4.4K
$350K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
815+ 0.63% |
$54.4K - $66.4K
|
130K
$10.4M
|