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 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
377+ 14.03% |
$25.2K - $30.7K
|
3.06K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
377+ 2.05% |
$25.2K - $30.7K
|
18.7K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
374+ 2.95% |
$25K - $30.5K
|
13.1K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
372+ 1.65% |
$24.8K - $30.3K
|
22.9K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
371+ 2.65% |
$24.8K - $30.2K
|
14.4K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
361+ 8.22% |
$24.1K - $29.4K
|
4.75K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
354+ 7.87% |
$23.6K - $28.8K
|
4.85K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
352+ 1.24% |
$23.5K - $28.7K
|
28.7K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
350+ 4.59% |
$23.4K - $28.5K
|
7.98K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
350+ 5.86% |
$23.4K - $28.5K
|
6.32K
$527K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
349+ 6.65% |
$23.3K - $28.4K
|
5.6K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
344+ 11.38% |
$23K - $28K
|
3.37K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
342+ 6.38% |
$22.8K - $27.8K
|
5.7K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
336+ 8.33% |
$22.4K - $27.4K
|
4.37K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
335+ 73.3% |
$22.4K - $27.3K
|
792
$66.1K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
333+ 6.77% |
$22.2K - $27.1K
|
5.25K
$438K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
332+ 10.85% |
$22.2K - $27K
|
3.39K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
330+ 3.13% |
$22K - $26.9K
|
10.9K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
326+ 60.48% |
$21.8K - $26.5K
|
865
$72.2K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
326+ 397.56% |
$21.8K - $26.5K
|
408
$34K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
324+ 3.72% |
$21.6K - $26.4K
|
9.02K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
316+ 0.82% |
$21.1K - $25.7K
|
38.7K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
315+ 3.61% |
$21K - $25.6K
|
9.04K
$754K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
313+ 1.56% |
$20.9K - $25.5K
|
20.4K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
311+ 6.77% |
$20.8K - $25.3K
|
4.91K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
306+ 3.22% |
$20.4K - $24.9K
|
9.81K
$818K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
306+ 4.18% |
$20.4K - $24.9K
|
7.63K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
302+ 3.9% |
$20.2K - $24.6K
|
8.05K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
301+ 1.71% |
$20.1K - $24.5K
|
17.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300+ 10.33% |
$20K - $24.4K
|
3.21K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$20K - $24.4K
|
300
$25K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
300+ 9.55% |
$20K - $24.4K
|
3.44K
$287K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
297+ 2.06% |
$19.8K - $24.2K
|
14.7K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
297+ 0.69% |
$19.8K - $24.2K
|
43.3K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
295+ 4.5% |
$19.7K - $24K
|
6.85K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
290+ 5.8% |
$19.4K - $23.6K
|
5.29K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
289+ 0.82% |
$19.3K - $23.5K
|
35.5K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
281+ 1.18% |
$18.8K - $22.9K
|
24.1K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
280+ 7.94% |
$18.7K - $22.8K
|
3.81K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
279+ 3.91% |
$18.6K - $22.7K
|
7.42K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
277+ 2.37% |
$18.5K - $22.6K
|
12K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
276+ 4.97% |
$18.4K - $22.5K
|
5.83K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
275+ 3.8% |
$18.4K - $22.4K
|
7.51K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
272+ 6.66% |
$18.2K - $22.1K
|
4.36K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
271+ 7.73% |
$18.1K - $22.1K
|
3.78K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266+ 20.99% |
$17.8K - $21.7K
|
1.53K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
265+ 2.69% |
$17.7K - $21.6K
|
10.1K
$844K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
265+ 3.92% |
$17.7K - $21.6K
|
7.02K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
263+ 5.15% |
$17.6K - $21.4K
|
5.37K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
262+ 0.86% |
$17.5K - $21.3K
|
30.6K
$2.55M
|