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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.85K+ 34.19% |
$458K - $558K
|
26.9K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 8.29% |
$448K - $546K
|
87.6K
$7.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
6.55K+ 104.07% |
$437K - $533K
|
12.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.55KNew |
$437K - $533K
|
6.55K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.49KNew |
$434K - $529K
|
6.49K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.47K+ 17.87% |
$432K - $527K
|
42.6K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.4KNew |
$427K - $521K
|
6.4K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.25K+ 407.3% |
$417K - $509K
|
7.78K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.25K+ 43.49% |
$417K - $508K
|
20.6K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.2KNew |
$414K - $505K
|
6.2K
$517K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 56.33% |
$414K - $505K
|
17.2K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
6.2KNew |
$414K - $504K
|
6.2K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.19K+ 22.47% |
$414K - $504K
|
33.8K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.07K+ 61.4% |
$405K - $494K
|
16K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.05K+ 26.6% |
$404K - $493K
|
28.8K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.03K+ 89.78% |
$403K - $491K
|
12.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.85K+ 0.94% |
$391K - $476K
|
628K
$52.4M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.69KNew |
$380K - $463K
|
5.69K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.55K+ 27.01% |
$370K - $451K
|
26.1K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.51K+ 9.01% |
$368K - $449K
|
66.6K
$5.56M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.43KNew |
$363K - $442K
|
5.43K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.41K+ 3.16% |
$361K - $440K
|
176K
$14.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 19.38% |
$359K - $438K
|
33.1K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$358K - $437K
|
5.37K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.34K+ 13.13% |
$357K - $435K
|
46K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.29K+ 62.89% |
$353K - $430K
|
13.7K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.2K+ 68.25% |
$347K - $423K
|
12.8K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17KNew |
$345K - $421K
|
5.17K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.11K+ 166.44% |
$341K - $416K
|
8.19K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.1K+ 4.78% |
$341K - $415K
|
112K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.07K+ 13.59% |
$338K - $412K
|
42.3K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.05K+ 68.41% |
$337K - $411K
|
12.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$337K - $411K
|
5.05K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$337K - $410K
|
5.04K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.96K+ 6.44% |
$331K - $404K
|
81.9K
$6.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 13.39% |
$330K - $403K
|
41.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.92K+ 12.09% |
$328K - $400K
|
45.6K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4.9K+ 28.53% |
$327K - $399K
|
22.1K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.85KNew |
$324K - $395K
|
4.85K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 50.57% |
$322K - $393K
|
14.4K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.76K+ 37.04% |
$318K - $388K
|
17.6K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.72K+ 34.29% |
$315K - $384K
|
18.5K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.71K+ 4.92% |
$314K - $383K
|
100K
$8.38M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$314K - $383K
|
4.7K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 16.25% |
$310K - $378K
|
33.2K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.64K+ 27.05% |
$310K - $378K
|
21.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$307K - $375K
|
4.6K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.58K+ 8.48% |
$306K - $373K
|
58.6K
$4.89M
|