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 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
797+ 2.04% |
$53.2K - $64.9K
|
39.9K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
778+ 2.17% |
$52K - $63.3K
|
36.6K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
770New |
$51.4K - $62.7K
|
770
$61.4K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
762+ 17.2% |
$50.9K - $62K
|
5.19K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
751+ 8.02% |
$50.2K - $61.1K
|
10.1K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
750+ 17.7% |
$50.1K - $61.1K
|
4.99K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
748+ 5.39% |
$50K - $60.9K
|
14.6K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
744+ 2.79% |
$49.7K - $60.6K
|
27.4K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
741+ 3.13% |
$49.5K - $60.3K
|
24.4K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
733+ 21.4% |
$48.9K - $59.7K
|
4.16K
$332K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
728+ 6.11% |
$48.6K - $59.3K
|
12.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
725+ 5.72% |
$48.4K - $59K
|
13.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
724+ 21.94% |
$48.3K - $58.9K
|
4.02K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
716+ 10.62% |
$47.8K - $58.3K
|
7.46K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
713+ 14.05% |
$47.6K - $58.1K
|
5.79K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
709+ 5.88% |
$47.3K - $57.7K
|
12.8K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
702+ 0.82% |
$46.9K - $57.2K
|
86.4K
$6.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
701+ 1.66% |
$46.8K - $57.1K
|
42.9K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
697+ 4.0% |
$46.5K - $56.7K
|
18.1K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
692+ 13.81% |
$46.2K - $56.3K
|
5.7K
$455K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
687+ 7.25% |
$45.9K - $55.9K
|
10.2K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
685+ 5.99% |
$45.7K - $55.8K
|
12.1K
$966K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
676+ 48.81% |
$45.1K - $55K
|
2.06K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
675+ 2.42% |
$45.1K - $55K
|
28.6K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
669+ 2.68% |
$44.7K - $54.5K
|
25.6K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
659+ 4.57% |
$44K - $53.7K
|
15.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
657+ 7.01% |
$43.9K - $53.5K
|
10K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$43.7K - $53.3K
|
2.11K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
635+ 9.54% |
$42.4K - $51.7K
|
7.29K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
629+ 5.38% |
$42K - $51.2K
|
12.3K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
614+ 17.65% |
$41K - $50K
|
4.09K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
614+ 19.37% |
$41K - $50K
|
3.78K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
602+ 2.31% |
$40.2K - $49K
|
26.7K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
602+ 10.09% |
$40.2K - $49K
|
6.57K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
600New |
$40.1K - $48.9K
|
600
$47.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 4.55% |
$40.1K - $48.9K
|
13.8K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
598+ 15.52% |
$39.9K - $48.7K
|
4.45K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
587+ 1.14% |
$39.2K - $47.8K
|
51.9K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
586+ 7.15% |
$39.1K - $47.7K
|
8.78K
$700K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
583New |
$38.9K - $47.5K
|
583
$46.5K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
581+ 2.41% |
$38.8K - $47.3K
|
24.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
572+ 1.8% |
$38.2K - $46.6K
|
32.4K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
570+ 4.07% |
$38.1K - $46.4K
|
14.6K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 8.98% |
$37.6K - $45.8K
|
6.84K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
562+ 15.78% |
$37.5K - $45.8K
|
4.12K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
553+ 1.13% |
$36.9K - $45K
|
49.6K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
553+ 7.46% |
$36.9K - $45K
|
7.96K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
552+ 5.05% |
$36.9K - $44.9K
|
11.5K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
551+ 14.88% |
$36.8K - $44.9K
|
4.26K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
548+ 2.67% |
$36.6K - $44.6K
|
21.1K
$1.68M
|