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 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
50+ 0.59% |
$3.34K - $4.07K
|
8.52K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$3.34K - $4.07K
|
3.74K
$308K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 11.22% |
$3.14K - $3.83K
|
466
$38.4K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 18.78% |
$3.07K - $3.75K
|
291
$24K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.97% |
$3.07K - $3.75K
|
4.79K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
45+ 0.85% |
$3.01K - $3.66K
|
5.31K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44+ 0.41% |
$2.94K - $3.58K
|
10.7K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.94K - $3.58K
|
10.6K
$875K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 0.62% |
$2.87K - $3.5K
|
7.01K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
42+ 0.2% |
$2.8K - $3.42K
|
21.2K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
42+ 0.87% |
$2.8K - $3.42K
|
4.86K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 4.22% |
$2.8K - $3.42K
|
1.04K
$85.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 0.5% |
$2.74K - $3.34K
|
8.18K
$674K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
40New |
$2.67K - $3.26K
|
40
$3.3K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
40+ 1.1% |
$2.67K - $3.26K
|
3.66K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.06M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.2% |
$2.34K - $2.85K
|
17.6K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$448K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 9.31% |
$2.34K - $2.85K
|
411
$33.9K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
33+ 0.41% |
$2.2K - $2.69K
|
8.17K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
32+ 0.31% |
$2.14K - $2.61K
|
10.5K
$861K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32+ 27.59% |
$2.14K - $2.61K
|
148
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
31New |
$2.07K - $2.52K
|
31
$2.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31+ 6.25% |
$2.07K - $2.52K
|
527
$43.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
30+ 0.87% |
$2K - $2.44K
|
3.48K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 32.26% |
$2K - $2.44K
|
123
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
29+ 0.49% |
$1.94K - $2.36K
|
5.93K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 1.33% |
$1.87K - $2.28K
|
2.13K
$176K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
28New |
$1.87K - $2.28K
|
28
$2.31K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
27+ 2.46% |
$1.8K - $2.2K
|
1.13K
$92.8K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
27+ 0.05% |
$1.8K - $2.2K
|
56.6K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.85% |
$1.8K - $2.2K
|
3.21K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.24K
$761K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.27% |
$1.6K - $1.95K
|
8.87K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
22New |
$1.47K - $1.79K
|
22
$1.81K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
21+ 0.19% |
$1.4K - $1.71K
|
10.8K
$891K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 2.63% |
$1.4K - $1.71K
|
818
$67.4K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.49% |
$1.34K - $1.63K
|
4.13K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.8K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
18+ 0.18% |
$1.2K - $1.47K
|
9.9K
$816K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$1.2K - $1.47K
|
6.88K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.9K
$1.06M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 0.13% |
$1.14K - $1.38K
|
13.5K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.25% |
$1K - $1.22K
|
6.1K
$503K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15+ 0.24% |
$1K - $1.22K
|
6.28K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.1% |
$935 - $1.14K
|
13.6K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14+ 0.47% |
$935 - $1.14K
|
2.97K
$245K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
14+ 0.11% |
$935 - $1.14K
|
13.2K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.08% |
$935 - $1.14K
|
18.4K
$1.51M
|