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
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.16% |
$3.23K - $4.25K
|
4.64K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$8.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
52+ 0.43% |
$3.17K - $4.17K
|
12.1K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
51+ 0.39% |
$3.11K - $4.09K
|
13.2K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
50+ 0.56% |
$3.05K - $4.01K
|
8.96K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.3% |
$3.05K - $4.01K
|
17K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
49+ 0.5% |
$2.99K - $3.93K
|
9.75K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
45+ 1.28% |
$2.74K - $3.61K
|
3.55K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.53K
|
8.16K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$87.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
41+ 1.25% |
$2.5K - $3.28K
|
3.32K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
37+ 0.51% |
$2.26K - $2.96K
|
7.34K
$585K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.32% |
$2.26K - $2.96K
|
11.7K
$932K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
36+ 0.23% |
$2.2K - $2.88K
|
15.6K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35+ 0.06% |
$2.13K - $2.8K
|
61.8K
$4.92M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
33+ 0.46% |
$2.01K - $2.64K
|
7.14K
$569K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
30+ 0.21% |
$1.83K - $2.4K
|
14.2K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.99% |
$1.71K - $2.24K
|
2.87K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
24+ 0.54% |
$1.46K - $1.92K
|
4.47K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.46K - $1.92K
|
5.14K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.46% |
$1.4K - $1.84K
|
5.01K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.43% |
$1.34K - $1.76K
|
5.2K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.46% |
$1.34K - $1.76K
|
4.85K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22+ 0.51% |
$1.34K - $1.76K
|
4.32K
$344K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
21+ 0.42% |
$1.28K - $1.68K
|
5.08K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.26% |
$1.28K - $1.68K
|
8.1K
$646K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 4.2% |
$1.28K - $1.68K
|
521
$41.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
21+ 0.73% |
$1.28K - $1.68K
|
2.91K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.28K - $1.68K
|
29.7K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 7.36% |
$1.04K - $1.36K
|
248
$19.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.39% |
$915 - $1.2K
|
3.89K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.65% |
$854 - $1.12K
|
865
$68.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.21% |
$793 - $1.04K
|
6.24K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$549 - $721
|
19.3K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.41% |
$549 - $721
|
2.19K
$175K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.03% |
$549 - $721
|
36K
$2.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.28% |
$488 - $641
|
2.85K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$427 - $561
|
18.8K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.13% |
$366 - $481
|
4.47K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
6+ 0.05% |
$366 - $481
|
11.8K
$942K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$305 - $401
|
7.85K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$305 - $401
|
890
$70.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.13% |
$244 - $320
|
3.09K
$246K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$244 - $320
|
10.1K
$807K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$183 - $240
|
4.73K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$183 - $240
|
15.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$183 - $240
|
21.1K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$122 - $160
|
3K
$239K
|