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 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
605K+ 21.69% |
$36.9M - $48.5M
|
3.39M
$283M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
146KNew |
$8.88M - $11.7M
|
146K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
135K+ 17.1% |
$8.23M - $10.8M
|
924K
$77.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
133KNew |
$8.13M - $10.7M
|
133K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
50KNew |
$3.05M - $4.01M
|
50K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
40K+ 5.3% |
$2.44M - $3.21M
|
795K
$66.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.6KNew |
$1.87M - $2.45M
|
30.6K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
29.7K+ 393.92% |
$1.81M - $2.38M
|
37.3K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
24.2K+ 3.09% |
$1.47M - $1.94M
|
807K
$67.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22K+ 724.01% |
$1.34M - $1.76M
|
25K
$2.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.7K+ 14.14% |
$958K - $1.26M
|
127K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2K+ 5.82% |
$742K - $974K
|
221K
$18.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.3K+ 2.41% |
$631K - $829K
|
440K
$36.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.1K+ 123.8% |
$613K - $806K
|
18.2K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.88% |
$593K - $779K
|
151K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 10.03% |
$537K - $706K
|
96.6K
$8.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
8.05K+ 41.3% |
$491K - $645K
|
27.5K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.69K+ 131.03% |
$469K - $616K
|
13.6K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$4.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.04K+ 12.78% |
$368K - $484K
|
53.3K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.41KNew |
$269K - $353K
|
4.41K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.17K+ 12.98% |
$254K - $334K
|
36.3K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.12KNew |
$251K - $330K
|
4.12K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.86K+ 48.6% |
$235K - $309K
|
11.8K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.77KNew |
$230K - $302K
|
3.77K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.76K+ 4.68% |
$229K - $301K
|
84.2K
$7.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.74KNew |
$228K - $299K
|
3.74K
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.73K+ 30.51% |
$227K - $299K
|
16K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$224K - $295K
|
3.68K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 95.67% |
$213K - $280K
|
7.14K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.4KNew |
$208K - $273K
|
3.4K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.2K+ 6.96% |
$195K - $256K
|
49.2K
$4.1M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$256K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.05KNew |
$186K - $244K
|
3.05K
$254K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.95KNew |
$180K - $236K
|
2.95K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.73K+ 8.79% |
$166K - $218K
|
33.7K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.64KNew |
$161K - $212K
|
2.64K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.59KNew |
$158K - $208K
|
2.59K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.57KNew |
$157K - $206K
|
2.57K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$156K - $205K
|
2.56K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.26K+ 35.22% |
$138K - $181K
|
8.69K
$725K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 18.51% |
$119K - $156K
|
12.5K
$1.04M
|