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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 16.52% |
$111K - $136K
|
11.8K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.66K+ 14.01% |
$111K - $135K
|
13.5K
$1.13M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$111K - $135K
|
1.66K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.65K+ 9.54% |
$110K - $134K
|
18.9K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.64K+ 13.47% |
$109K - $133K
|
13.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 0.11% |
$109K - $133K
|
1.51M
$126M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.62K+ 30.07% |
$108K - $132K
|
7.02K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62K+ 7.05% |
$108K - $132K
|
24.5K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.61K+ 1.25% |
$108K - $131K
|
131K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.57K+ 9.83% |
$105K - $128K
|
17.6K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.57K+ 14.42% |
$105K - $128K
|
12.5K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 39.67% |
$105K - $128K
|
5.53K
$461K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 35.33% |
$105K - $128K
|
6.01K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.56K+ 10.51% |
$104K - $127K
|
16.4K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 23.5% |
$102K - $125K
|
8.05K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 0.54% |
$102K - $124K
|
283K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.51KNew |
$101K - $123K
|
1.51K
$126K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.51K+ 130.46% |
$101K - $123K
|
2.67K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 0.13% |
$99.8K - $122K
|
1.13M
$94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.48KNew |
$99.1K - $121K
|
1.48K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.47K+ 3.48% |
$98.4K - $120K
|
43.8K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.47KNew |
$98.2K - $120K
|
1.47K
$123K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 25.32% |
$95.7K - $117K
|
7.09K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 8.47% |
$95.4K - $116K
|
18.3K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42K+ 5.0% |
$94.8K - $116K
|
29.8K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 12.37% |
$94K - $115K
|
12.8K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 3.01% |
$91.3K - $111K
|
46.8K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.37K+ 354.81% |
$91.2K - $111K
|
1.75K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 1.08% |
$91.2K - $111K
|
127K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 21.32% |
$91.1K - $111K
|
7.76K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.35K+ 21.37% |
$89.9K - $110K
|
7.64K
$638K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.33K+ 5.91% |
$88.7K - $108K
|
23.8K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.3K+ 1.1% |
$86.5K - $105K
|
119K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.29KNew |
$86.4K - $105K
|
1.29K
$108K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.27K+ 33.23% |
$84.8K - $103K
|
5.09K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$81.5K - $99.3K
|
1.22K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.21K+ 9.99% |
$80.5K - $98.1K
|
13.3K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.18K+ 2.18% |
$78.9K - $96.2K
|
55.5K
$4.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18K+ 7.64% |
$78.6K - $95.8K
|
16.6K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.17K+ 4.07% |
$77.9K - $95K
|
29.8K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 4.85% |
$77.8K - $94.9K
|
25.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 7.05% |
$76.5K - $93.3K
|
17.4K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.35% |
$74.7K - $91K
|
48.7K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1K+ 42.29% |
$73.5K - $89.6K
|
3.7K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 0.17% |
$73K - $89K
|
639K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.08K+ 3.41% |
$72.1K - $87.9K
|
32.7K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 28.47% |
$72.1K - $87.9K
|
4.87K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 7.62% |
$70.7K - $86.2K
|
15K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.06K+ 1.07% |
$70.6K - $86.1K
|
99.5K
$8.3M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 14.77% |
$70.3K - $85.7K
|
8.18K
$682K
|