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
|
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
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
539+ 2.73% |
$36K - $43.9K
|
20.3K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
538+ 9.1% |
$35.9K - $43.8K
|
6.45K
$514K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
528+ 105.6% |
$35.3K - $43K
|
1.03K
$81.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
525New |
$35.1K - $42.7K
|
525
$41.8K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
510+ 14.28% |
$34.1K - $41.5K
|
4.08K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
510+ 20.25% |
$34.1K - $41.5K
|
3.03K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
508+ 2.98% |
$33.9K - $41.4K
|
17.5K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
504+ 1.66% |
$33.7K - $41K
|
30.9K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$33.4K - $40.7K
|
500
$39.9K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
493New |
$32.9K - $40.1K
|
493
$39.3K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
490New |
$32.7K - $39.9K
|
490
$39.1K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
489+ 1.01% |
$32.7K - $39.8K
|
48.8K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
484+ 20.45% |
$32.3K - $39.4K
|
2.85K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
484+ 8.7% |
$32.3K - $39.4K
|
6.05K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 10.8% |
$32.3K - $39.3K
|
4.96K
$395K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
482+ 12.87% |
$32.2K - $39.2K
|
4.23K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
481+ 6.7% |
$32.1K - $39.2K
|
7.67K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
479+ 7.2% |
$32K - $39K
|
7.13K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
478New |
$31.9K - $38.9K
|
478
$38.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
477+ 14.29% |
$31.9K - $38.8K
|
3.82K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
475+ 61.13% |
$31.7K - $38.7K
|
1.25K
$99.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
463+ 24.41% |
$30.9K - $37.7K
|
2.36K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
462+ 11.44% |
$30.9K - $37.6K
|
4.5K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
460+ 1.17% |
$30.7K - $37.5K
|
39.8K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
29.9K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
30K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
450+ 5.61% |
$30.1K - $36.6K
|
8.47K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
449+ 10.17% |
$30K - $36.6K
|
4.86K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
444+ 15.31% |
$29.7K - $36.2K
|
3.34K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
442+ 2.42% |
$29.5K - $36K
|
18.7K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
434+ 9.97% |
$29K - $35.3K
|
4.79K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
419+ 0.53% |
$28K - $34.1K
|
79.7K
$6.36M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
418+ 6.46% |
$27.9K - $34K
|
6.89K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
415+ 2.92% |
$27.7K - $33.8K
|
14.6K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
410+ 7.08% |
$27.4K - $33.4K
|
6.2K
$494K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
409+ 60.15% |
$27.3K - $33.3K
|
1.09K
$86.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 95.52% |
$27K - $33K
|
829
$66.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
404+ 0.73% |
$27K - $32.9K
|
55.6K
$4.43M
|