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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.98KNew |
$164K - $231K
|
2.98K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.98KNew |
$164K - $231K
|
2.98K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.98KNew |
$164K - $230K
|
2.98K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.97K+ 63.83% |
$163K - $230K
|
7.63K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.97KNew |
$163K - $229K
|
2.97K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
2.95KNew |
$162K - $228K
|
2.95K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.95KNew |
$162K - $228K
|
2.95K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.93KNew |
$161K - $226K
|
2.93K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.92KNew |
$161K - $226K
|
2.92K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.92KNew |
$160K - $226K
|
2.92K
$200K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.92KNew |
$160K - $225K
|
2.92K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.91KNew |
$160K - $225K
|
2.91K
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.91KNew |
$160K - $225K
|
2.91K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.9KNew |
$160K - $225K
|
2.9K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$199K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.89KNew |
$159K - $224K
|
2.89K
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.89KNew |
$159K - $223K
|
2.89K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.88K+ 20.1% |
$158K - $223K
|
17.2K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.88KNew |
$158K - $223K
|
2.88K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.85K+ 18.58% |
$156K - $220K
|
18.2K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.81K+ 2.93% |
$154K - $217K
|
98.7K
$6.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 30.49% |
$154K - $217K
|
12K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.8K+ 2.08% |
$154K - $216K
|
137K
$9.41M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.79KNew |
$154K - $216K
|
2.79K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.79K+ 41.51% |
$153K - $215K
|
9.49K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.73K+ 68.13% |
$150K - $211K
|
6.73K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.69KNew |
$148K - $208K
|
2.69K
$184K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
2.68K+ 2.6% |
$148K - $208K
|
106K
$7.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$147K - $207K
|
2.68K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.67KNew |
$147K - $207K
|
2.67K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.65K+ 53.57% |
$146K - $205K
|
7.61K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.62K+ 16.66% |
$144K - $203K
|
18.4K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 1.63% |
$143K - $202K
|
163K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.6K+ 5.1% |
$143K - $201K
|
53.6K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.6KNew |
$143K - $201K
|
2.6K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.58K+ 146.37% |
$142K - $200K
|
4.35K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$141K - $198K
|
2.56K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.55K+ 14.14% |
$140K - $197K
|
20.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 1.43% |
$139K - $195K
|
178K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 9.98% |
$138K - $195K
|
27.7K
$1.9M
|