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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$495K - $696K
|
9K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.73K+ 111.68% |
$480K - $675K
|
16.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 2.05% |
$435K - $613K
|
394K
$31.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7.85KNew |
$432K - $607K
|
7.85K
$626K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.49KNew |
$412K - $579K
|
7.49K
$597K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$410K - $576K
|
7.45K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.43K+ 101.53% |
$409K - $575K
|
14.8K
$1.18M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
7.29KNew |
$401K - $564K
|
7.29K
$581K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.92K+ 12.34% |
$381K - $535K
|
63K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.52K+ 103.05% |
$358K - $504K
|
12.8K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.49KNew |
$357K - $502K
|
6.49K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
6.03KNew |
$331K - $466K
|
6.03K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6K+ 20.0% |
$330K - $464K
|
36K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
5.89KNew |
$324K - $455K
|
5.89K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.82KNew |
$320K - $450K
|
5.82K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.62K+ 127.39% |
$309K - $435K
|
10K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.43KNew |
$298K - $420K
|
5.43K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$296K - $416K
|
5.38K
$429K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$413K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.06KNew |
$278K - $391K
|
5.06K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.72KNew |
$259K - $365K
|
4.72K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.29KNew |
$236K - $332K
|
4.29K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.24KNew |
$233K - $328K
|
4.24K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.2K+ 2.1% |
$231K - $325K
|
204K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.16KNew |
$229K - $322K
|
4.16K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.82KNew |
$210K - $295K
|
3.82K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.8KNew |
$209K - $294K
|
3.8K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.77KNew |
$207K - $291K
|
3.77K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.67K+ 35.77% |
$202K - $284K
|
13.9K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.65KNew |
$201K - $282K
|
3.65K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
3.6KNew |
$198K - $278K
|
3.6K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.6KNew |
$198K - $278K
|
3.6K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.49K+ 82.44% |
$192K - $270K
|
7.73K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$192K - $270K
|
3.49K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.48KNew |
$191K - $269K
|
3.48K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$277K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.47KNew |
$191K - $268K
|
3.47K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $260K
|
3.37K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.34KNew |
$184K - $259K
|
3.34K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$266K
|