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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
312+ 2.21% |
$19K - $25K
|
14.4K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
310+ 10.27% |
$18.9K - $24.8K
|
3.33K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
306+ 1.03% |
$18.7K - $24.5K
|
29.9K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
306+ 4.74% |
$18.7K - $24.5K
|
6.76K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
300+ 8.63% |
$18.3K - $24K
|
3.78K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
277+ 1.53% |
$16.9K - $22.2K
|
18.4K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
270+ 0.95% |
$16.5K - $21.6K
|
28.8K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
264+ 1.03% |
$16.1K - $21.2K
|
25.9K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
252+ 6.29% |
$15.4K - $20.2K
|
4.26K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
231+ 1.3% |
$14.1K - $18.5K
|
18K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$34.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
212+ 5.86% |
$12.9K - $17K
|
3.83K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
208+ 7.43% |
$12.7K - $16.7K
|
3.01K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
192+ 2.7% |
$11.7K - $15.4K
|
7.3K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 1.74% |
$11K - $14.4K
|
10.5K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
178+ 4.83% |
$10.9K - $14.3K
|
3.87K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
171+ 54.98% |
$10.4K - $13.7K
|
482
$38.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
170+ 0.56% |
$10.4K - $13.6K
|
30.4K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
144+ 2.53% |
$8.78K - $11.5K
|
5.83K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 19.27% |
$8.42K - $11.1K
|
854
$68.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
135+ 2.05% |
$8.23K - $10.8K
|
6.73K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
129+ 3.66% |
$7.87K - $10.3K
|
3.66K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
128+ 1.79% |
$7.81K - $10.3K
|
7.27K
$579K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
119+ 0.86% |
$7.26K - $9.53K
|
13.9K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 0.95% |
$7.01K - $9.21K
|
12.3K
$979K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 1.88% |
$6.1K - $8.01K
|
5.41K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.21K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.37% |
$5.49K - $7.21K
|
580
$46.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
88+ 0.64% |
$5.37K - $7.05K
|
13.9K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 3.89% |
$5.31K - $6.97K
|
2.32K
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
81+ 11.81% |
$4.94K - $6.49K
|
767
$61.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
79+ 2.53% |
$4.82K - $6.33K
|
3.2K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 1.49% |
$4.82K - $6.33K
|
5.37K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
78+ 1.2% |
$4.76K - $6.25K
|
6.56K
$522K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
78+ 1.88% |
$4.76K - $6.25K
|
4.22K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
77+ 2.35% |
$4.7K - $6.17K
|
3.35K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75+ 2.46% |
$4.57K - $6.01K
|
3.12K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 0.92% |
$4.27K - $5.61K
|
7.67K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.42K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
61+ 1.6% |
$3.72K - $4.89K
|
3.87K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$81.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.38K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 1.74% |
$3.29K - $4.33K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.94% |
$3.29K - $4.33K
|
2.84K
$227K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
54+ 0.43% |
$3.29K - $4.33K
|
12.7K
$1.01M
|