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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
260+ 2.84% |
$17.4K - $21.2K
|
9.42K
$751K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
249+ 0.13% |
$16.6K - $20.3K
|
187K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
249+ 0.95% |
$16.6K - $20.3K
|
26.4K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
248+ 1.83% |
$16.6K - $20.2K
|
13.8K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
247New |
$16.5K - $20.1K
|
247
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
246+ 0.26% |
$16.4K - $20K
|
95.3K
$7.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
246+ 8.21% |
$16.4K - $20K
|
3.24K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
245+ 3.58% |
$16.4K - $19.9K
|
7.1K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
235+ 1.46% |
$15.7K - $19.1K
|
16.3K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
235+ 1.02% |
$15.7K - $19.1K
|
23.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
224+ 1.73% |
$15K - $18.2K
|
13.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
223+ 41.68% |
$14.9K - $18.2K
|
758
$60.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
220+ 5.67% |
$14.7K - $17.9K
|
4.1K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
207+ 0.84% |
$13.8K - $16.9K
|
24.9K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
200+ 3.25% |
$13.4K - $16.3K
|
6.35K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.23% |
$13.4K - $16.3K
|
3.41K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
199New |
$13.3K - $16.2K
|
199
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
198+ 1.17% |
$13.2K - $16.1K
|
17.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
196+ 0.72% |
$13.1K - $16K
|
27.3K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
196+ 17.55% |
$13.1K - $16K
|
1.31K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
195+ 1.82% |
$13K - $15.9K
|
10.9K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
195+ 3.64% |
$13K - $15.9K
|
5.56K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 0.34% |
$12.8K - $15.6K
|
56.1K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
191New |
$12.8K - $15.6K
|
191
$15.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
190+ 6.65% |
$12.7K - $15.5K
|
3.05K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
187+ 192.78% |
$12.5K - $15.2K
|
284
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 26.91% |
$12.5K - $15.2K
|
882
$70.3K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
187+ 4.42% |
$12.5K - $15.2K
|
4.42K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
182+ 4.72% |
$12.2K - $14.8K
|
4.04K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 6.25% |
$12.1K - $14.7K
|
3.08K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
181+ 1.2% |
$12.1K - $14.7K
|
15.3K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
178+ 6.64% |
$11.9K - $14.5K
|
2.86K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
175+ 3.15% |
$11.7K - $14.2K
|
5.72K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
173+ 4.47% |
$11.6K - $14.1K
|
4.04K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
172+ 3.27% |
$11.5K - $14K
|
5.43K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
170+ 4.58% |
$11.4K - $13.8K
|
3.88K
$309K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
170+ 0.38% |
$11.4K - $13.8K
|
44.6K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
170+ 1.51% |
$11.4K - $13.8K
|
11.4K
$910K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
168+ 1.89% |
$11.2K - $13.7K
|
9.07K
$723K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
167+ 1.37% |
$11.2K - $13.6K
|
12.4K
$988K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 589.29% |
$11K - $13.4K
|
193
$15.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162+ 2.96% |
$10.8K - $13.2K
|
5.63K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
161+ 0.32% |
$10.8K - $13.1K
|
50.7K
$4.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
161+ 1.71% |
$10.8K - $13.1K
|
9.59K
$764K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160+ 38.46% |
$10.7K - $13K
|
576
$45.9K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159+ 1.24% |
$10.6K - $12.9K
|
13K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
156+ 6.6% |
$10.4K - $12.7K
|
2.52K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
151+ 2.48% |
$10.1K - $12.3K
|
6.25K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
151+ 2.01% |
$10.1K - $12.3K
|
7.68K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
150+ 36.41% |
$10K - $12.2K
|
562
$44.8K
|