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 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$303K - $369K
|
4.54K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.52KNew |
$302K - $368K
|
4.52K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$301K - $366K
|
4.5K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.41K+ 7.87% |
$294K - $359K
|
60.4K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39KNew |
$293K - $357K
|
4.39K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 8.88% |
$292K - $357K
|
53.7K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.23K+ 17.69% |
$283K - $345K
|
28.2K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21K+ 6.37% |
$281K - $343K
|
70.3K
$5.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.17KNew |
$279K - $340K
|
4.17K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 12.93% |
$278K - $339K
|
36.3K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.14KNew |
$276K - $337K
|
4.14K
$345K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.13K+ 44.37% |
$276K - $336K
|
13.4K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.07K+ 14.74% |
$272K - $331K
|
31.7K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.02K+ 43.63% |
$269K - $327K
|
13.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.99KNew |
$266K - $325K
|
3.99K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.97K+ 23.06% |
$265K - $323K
|
21.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.94KNew |
$263K - $321K
|
3.94K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.94K+ 2.03% |
$263K - $321K
|
198K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.92KNew |
$262K - $319K
|
3.92K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.91K+ 15.66% |
$261K - $318K
|
28.9K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.9KNew |
$260K - $317K
|
3.9K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.87KNew |
$258K - $315K
|
3.87K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 76.0% |
$257K - $314K
|
8.92K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.81K+ 16.7% |
$254K - $310K
|
26.6K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.78K+ 7.65% |
$252K - $308K
|
53.2K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.77K+ 28.67% |
$252K - $307K
|
16.9K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.77K+ 123.83% |
$252K - $307K
|
6.81K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$245K - $299K
|
3.68K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.66K+ 34.89% |
$244K - $298K
|
14.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.57K+ 7.48% |
$238K - $291K
|
51.3K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.53KNew |
$236K - $287K
|
3.53K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.53K+ 11.38% |
$235K - $287K
|
34.5K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.52K+ 80.88% |
$235K - $286K
|
7.86K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.48KNew |
$232K - $283K
|
3.48K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.47K+ 107.75% |
$232K - $283K
|
6.7K
$559K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.46K+ 54.3% |
$231K - $282K
|
9.83K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 18.09% |
$230K - $281K
|
22.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.44KNew |
$230K - $280K
|
3.44K
$287K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.4K+ 13.67% |
$227K - $277K
|
28.3K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.4KNew |
$227K - $277K
|
3.4K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.39K+ 5.51% |
$226K - $276K
|
64.9K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.35K+ 0.93% |
$223K - $272K
|
364K
$30.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.34K+ 20.96% |
$223K - $272K
|
19.3K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.32KNew |
$222K - $270K
|
3.32K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
3.28KNew |
$219K - $267K
|
3.28K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.27KNew |
$218K - $266K
|
3.27K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.23KNew |
$216K - $263K
|
3.23K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.22K+ 31.44% |
$215K - $262K
|
13.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.19K+ 13.69% |
$213K - $259K
|
26.5K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.18KNew |
$212K - $259K
|
3.18K
$265K
|