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 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
150+ 2.27% |
$10K - $12.2K
|
6.76K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
147+ 2.38% |
$9.82K - $12K
|
6.33K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
143+ 0.47% |
$9.55K - $11.6K
|
30.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
142+ 3.48% |
$9.48K - $11.6K
|
4.23K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
142+ 1.64% |
$9.48K - $11.6K
|
8.81K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
139+ 4.31% |
$9.28K - $11.3K
|
3.36K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
136+ 3.81% |
$9.08K - $11.1K
|
3.7K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
135New |
$9.02K - $11K
|
135
$10.8K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
135+ 4.5% |
$9.02K - $11K
|
3.14K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
126+ 0.41% |
$8.41K - $10.3K
|
31K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
125+ 0.52% |
$8.35K - $10.2K
|
24.1K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
124+ 103.33% |
$8.28K - $10.1K
|
244
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
121+ 1.61% |
$8.08K - $9.85K
|
7.65K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.27% |
$8.08K - $9.85K
|
9.66K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
121+ 15.8% |
$8.08K - $9.85K
|
887
$70.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
119+ 1.93% |
$7.95K - $9.69K
|
6.29K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 1.47% |
$7.81K - $9.53K
|
8.07K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
116+ 2.13% |
$7.75K - $9.44K
|
5.57K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115+ 1.59% |
$7.68K - $9.36K
|
7.36K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
114+ 0.67% |
$7.61K - $9.28K
|
17.1K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
113+ 2.87% |
$7.55K - $9.2K
|
4.05K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$8.93K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
112+ 2.17% |
$7.48K - $9.12K
|
5.28K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$7.41K - $9.04K
|
111
$8.85K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$34.8K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 2.0% |
$7.01K - $8.55K
|
5.35K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
105+ 1.46% |
$7.01K - $8.55K
|
7.28K
$581K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 1.27% |
$7.01K - $8.55K
|
8.41K
$670K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
104+ 0.94% |
$6.95K - $8.47K
|
11.2K
$894K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
103+ 3.1% |
$6.88K - $8.39K
|
3.42K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
103+ 1.91% |
$6.88K - $8.39K
|
5.5K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 3.16% |
$6.81K - $8.3K
|
3.33K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$6.68K - $8.14K
|
100
$7.97K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
100+ 28.41% |
$6.68K - $8.14K
|
452
$36K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$6.68K - $8.14K
|
100
$7.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
100+ 2.43% |
$6.68K - $8.14K
|
4.21K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
99+ 0.35% |
$6.61K - $8.06K
|
28.7K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
98+ 0.87% |
$6.54K - $7.98K
|
11.4K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
98+ 1.92% |
$6.54K - $7.98K
|
5.21K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
98+ 0.7% |
$6.54K - $7.98K
|
14.1K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
96+ 2.56% |
$6.41K - $7.82K
|
3.84K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
91+ 0.5% |
$6.08K - $7.41K
|
18.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
90+ 11.57% |
$6.01K - $7.33K
|
868
$69.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 4.44% |
$6.01K - $7.33K
|
2.12K
$169K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
88+ 1.35% |
$5.88K - $7.16K
|
6.62K
$528K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
86+ 1.0% |
$5.74K - $7K
|
8.66K
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
84+ 1.55% |
$5.61K - $6.84K
|
5.5K
$439K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
82+ 0.14% |
$5.48K - $6.68K
|
56.9K
$4.54M
|