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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.15KNew |
$210K - $257K
|
3.15K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.13KNew |
$209K - $254K
|
3.13K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.11K+ 41.39% |
$208K - $253K
|
10.6K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.09KNew |
$207K - $252K
|
3.09K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.09KNew |
$207K - $252K
|
3.09K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.07K+ 49.56% |
$205K - $250K
|
9.27K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 21.04% |
$204K - $249K
|
17.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.05KNew |
$203K - $248K
|
3.05K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.04K+ 39.26% |
$203K - $248K
|
10.8K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
3.01K+ 0.24% |
$201K - $245K
|
1.24M
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3KNew |
$201K - $245K
|
3K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.99KNew |
$200K - $244K
|
2.99K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.99K+ 11.5% |
$199K - $243K
|
28.9K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.96KNew |
$197K - $241K
|
2.96K
$247K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
2.9K+ 17.73% |
$194K - $236K
|
19.3K
$1.61M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.89K+ 55.83% |
$193K - $236K
|
8.08K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.89K+ 0.42% |
$193K - $235K
|
696K
$58.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 10.04% |
$192K - $235K
|
31.6K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.87K+ 2.91% |
$192K - $234K
|
102K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.85K+ 187.75% |
$190K - $232K
|
4.37K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 13.87% |
$190K - $232K
|
23.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.83KNew |
$189K - $230K
|
2.83K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.04% |
$188K - $229K
|
58.7K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 3.8% |
$185K - $225K
|
75.7K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.71K+ 6.77% |
$181K - $221K
|
42.8K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.69K+ 87.52% |
$180K - $219K
|
5.77K
$481K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.68K+ 12.92% |
$179K - $218K
|
23.4K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.67K+ 13.61% |
$178K - $218K
|
22.3K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.61K+ 11.81% |
$174K - $213K
|
24.7K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59K+ 4.29% |
$173K - $211K
|
63.1K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.59K+ 0.04% |
$173K - $211K
|
5.8M
$484M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.58K+ 3.17% |
$172K - $210K
|
84.1K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.54K+ 173.73% |
$170K - $207K
|
4K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53K+ 26.68% |
$169K - $206K
|
12K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.49K+ 2.27% |
$167K - $203K
|
113K
$9.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.46K+ 36.94% |
$164K - $200K
|
9.1K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.45K+ 2.6% |
$163K - $199K
|
96.7K
$8.07M
|