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 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
173+ 4.47% |
$11.6K - $14.1K
|
4.04K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
172+ 3.27% |
$11.5K - $14K
|
5.43K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
170+ 4.58% |
$11.4K - $13.8K
|
3.88K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
170+ 0.38% |
$11.4K - $13.8K
|
44.6K
$3.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
170+ 1.51% |
$11.4K - $13.8K
|
11.4K
$916K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
168+ 1.89% |
$11.2K - $13.7K
|
9.07K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 589.29% |
$11K - $13.4K
|
193
$15.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162+ 2.96% |
$10.8K - $13.2K
|
5.63K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
161+ 0.32% |
$10.8K - $13.1K
|
50.7K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
161+ 1.71% |
$10.8K - $13.1K
|
9.59K
$770K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160+ 38.46% |
$10.7K - $13K
|
576
$46.2K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159+ 1.24% |
$10.6K - $12.9K
|
13K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
156+ 6.6% |
$10.4K - $12.7K
|
2.52K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
151+ 2.48% |
$10.1K - $12.3K
|
6.25K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
151+ 2.01% |
$10.1K - $12.3K
|
7.68K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
150+ 36.41% |
$10K - $12.2K
|
562
$45.1K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
150+ 2.27% |
$10K - $12.2K
|
6.76K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
147+ 2.38% |
$9.82K - $12K
|
6.33K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
143+ 0.47% |
$9.55K - $11.6K
|
30.4K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
142+ 3.48% |
$9.48K - $11.6K
|
4.23K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
142+ 1.64% |
$9.48K - $11.6K
|
8.81K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
139+ 4.31% |
$9.28K - $11.3K
|
3.36K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
136+ 3.81% |
$9.08K - $11.1K
|
3.7K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
135New |
$9.02K - $11K
|
135
$10.8K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
135+ 4.5% |
$9.02K - $11K
|
3.14K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
126+ 0.41% |
$8.41K - $10.3K
|
31K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
125+ 0.52% |
$8.35K - $10.2K
|
24.1K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
124+ 103.33% |
$8.28K - $10.1K
|
244
$19.6K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
121+ 1.61% |
$8.08K - $9.85K
|
7.65K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.27% |
$8.08K - $9.85K
|
9.66K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
121+ 15.8% |
$8.08K - $9.85K
|
887
$71.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
119+ 1.93% |
$7.95K - $9.69K
|
6.29K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 1.47% |
$7.81K - $9.53K
|
8.07K
$648K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
116+ 2.13% |
$7.75K - $9.44K
|
5.57K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115+ 1.59% |
$7.68K - $9.36K
|
7.36K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
113+ 2.87% |
$7.55K - $9.2K
|
4.05K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$8.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
112+ 2.17% |
$7.48K - $9.12K
|
5.28K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$7.41K - $9.04K
|
111
$8.91K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$35K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 2.0% |
$7.01K - $8.55K
|
5.35K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
105+ 1.46% |
$7.01K - $8.55K
|
7.28K
$585K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 1.27% |
$7.01K - $8.55K
|
8.41K
$675K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
104+ 0.94% |
$6.95K - $8.47K
|
11.2K
$900K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
103+ 3.1% |
$6.88K - $8.39K
|
3.42K
$275K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
103+ 1.91% |
$6.88K - $8.39K
|
5.5K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 3.16% |
$6.81K - $8.3K
|
3.33K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.68K - $8.14K
|
100
$8.03K
|