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 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
510+ 20.25% |
$34.1K - $41.5K
|
3.03K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
508+ 2.98% |
$33.9K - $41.4K
|
17.5K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
504+ 1.66% |
$33.7K - $41K
|
30.9K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$33.4K - $40.7K
|
500
$41.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
493New |
$32.9K - $40.1K
|
493
$41.1K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
490New |
$32.7K - $39.9K
|
490
$40.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
489+ 1.01% |
$32.7K - $39.8K
|
48.8K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
484+ 20.45% |
$32.3K - $39.4K
|
2.85K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
484+ 8.7% |
$32.3K - $39.4K
|
6.05K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 10.8% |
$32.3K - $39.3K
|
4.96K
$413K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
482+ 12.87% |
$32.2K - $39.2K
|
4.23K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
481+ 6.7% |
$32.1K - $39.2K
|
7.67K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
479+ 7.2% |
$32K - $39K
|
7.13K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
478New |
$31.9K - $38.9K
|
478
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
477+ 14.29% |
$31.9K - $38.8K
|
3.82K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
475+ 61.13% |
$31.7K - $38.7K
|
1.25K
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
463+ 24.41% |
$30.9K - $37.7K
|
2.36K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
462+ 11.44% |
$30.9K - $37.6K
|
4.5K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
460+ 1.17% |
$30.7K - $37.5K
|
39.8K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
29.9K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
30K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
450+ 5.61% |
$30.1K - $36.6K
|
8.47K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
449+ 10.17% |
$30K - $36.6K
|
4.86K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
444+ 15.31% |
$29.7K - $36.2K
|
3.34K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
442+ 2.42% |
$29.5K - $36K
|
18.7K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
442+ 2.39% |
$29.5K - $36K
|
18.9K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
434+ 9.97% |
$29K - $35.3K
|
4.79K
$399K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
429+ 3.4% |
$28.6K - $34.9K
|
13K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
419+ 0.53% |
$28K - $34.1K
|
79.7K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
418+ 6.46% |
$27.9K - $34K
|
6.89K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
415+ 2.92% |
$27.7K - $33.8K
|
14.6K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
410+ 7.08% |
$27.4K - $33.4K
|
6.2K
$517K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
409+ 60.15% |
$27.3K - $33.3K
|
1.09K
$90.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 95.52% |
$27K - $33K
|
829
$69.2K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
404+ 0.73% |
$27K - $32.9K
|
55.6K
$4.64M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
404New |
$27K - $32.9K
|
404
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 2.23% |
$26.7K - $32.6K
|
18.3K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 6.96% |
$26.7K - $32.6K
|
6.15K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.8% |
$26.7K - $32.6K
|
50.4K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
398+ 0.49% |
$26.6K - $32.4K
|
81.1K
$6.76M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
396+ 4.42% |
$26.4K - $32.2K
|
9.35K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
396+ 9.51% |
$26.4K - $32.2K
|
4.56K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
393+ 3.61% |
$26.2K - $32K
|
11.3K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
391+ 0.59% |
$26.1K - $31.8K
|
66.6K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
390+ 26.71% |
$26K - $31.8K
|
1.85K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
389+ 4.07% |
$26K - $31.7K
|
9.94K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
383+ 95.75% |
$25.6K - $31.2K
|
783
$65.3K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
383+ 5.77% |
$25.6K - $31.2K
|
7.02K
$586K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
378+ 4.69% |
$25.2K - $30.8K
|
8.43K
$704K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
377New |
$25.2K - $30.7K
|
377
$31.5K
|