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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.45% |
$14K - $19.7K
|
17.9K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
254+ 1.82% |
$14K - $19.6K
|
14.2K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
252+ 12.71% |
$13.9K - $19.5K
|
2.24K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
248+ 6.54% |
$13.6K - $19.2K
|
4.04K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
246+ 1.31% |
$13.5K - $19K
|
19.1K
$1.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
241+ 3.29% |
$13.3K - $18.6K
|
7.57K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
237+ 227.88% |
$13K - $18.3K
|
341
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
237+ 126.74% |
$13K - $18.3K
|
424
$30.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
235+ 3.13% |
$12.9K - $18.2K
|
7.75K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
234+ 4.4% |
$12.9K - $18.1K
|
5.55K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
230+ 0.83% |
$12.6K - $17.8K
|
28K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
230+ 4.06% |
$12.6K - $17.8K
|
5.9K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 0.41% |
$12.6K - $17.8K
|
56.9K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
229+ 289.87% |
$12.6K - $17.7K
|
308
$22.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225New |
$12.4K - $17.4K
|
225
$16.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
224+ 45.71% |
$12.3K - $17.3K
|
714
$51.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
222+ 3.43% |
$12.2K - $17.2K
|
6.7K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 22.1% |
$12.2K - $17.1K
|
1.22K
$88.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
219+ 24.39% |
$12K - $16.9K
|
1.12K
$81K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
217+ 2.23% |
$11.9K - $16.8K
|
9.95K
$722K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
215+ 4.02% |
$11.8K - $16.6K
|
5.56K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
214+ 1.81% |
$11.8K - $16.6K
|
12.1K
$875K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
210+ 5.61% |
$11.5K - $16.2K
|
3.96K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 7.23% |
$11.5K - $16.2K
|
3.1K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
199+ 0.43% |
$10.9K - $15.4K
|
46.4K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
196+ 16.5% |
$10.8K - $15.2K
|
1.38K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
194+ 37.31% |
$10.7K - $15K
|
714
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
194+ 4.01% |
$10.7K - $15K
|
5.04K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
193+ 63.7% |
$10.6K - $14.9K
|
496
$36K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
192+ 2.06% |
$10.6K - $14.9K
|
9.5K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 1.2% |
$10.4K - $14.6K
|
16K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
185+ 0.87% |
$10.2K - $14.3K
|
21.5K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
183+ 5.18% |
$10.1K - $14.2K
|
3.72K
$270K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
181New |
$9.95K - $14K
|
181
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
178+ 1.32% |
$9.79K - $13.8K
|
13.7K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
177+ 3.08% |
$9.73K - $13.7K
|
5.93K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
176+ 1.91% |
$9.68K - $13.6K
|
9.37K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
176+ 1.97% |
$9.68K - $13.6K
|
9.11K
$660K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
175+ 1.99% |
$9.62K - $13.5K
|
8.95K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 5.01% |
$9.62K - $13.5K
|
3.67K
$266K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 1.04% |
$9.62K - $13.5K
|
17K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
173+ 1.74% |
$9.51K - $13.4K
|
10.1K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 3.2% |
$9.35K - $13.1K
|
5.49K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
169+ 2.48% |
$9.29K - $13.1K
|
6.99K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
167+ 3.6% |
$9.18K - $12.9K
|
4.81K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
164+ 1.33% |
$9.02K - $12.7K
|
12.5K
$904K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
163+ 0.94% |
$8.96K - $12.6K
|
17.6K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
162+ 15.25% |
$8.91K - $12.5K
|
1.22K
$88.8K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
161+ 1.9% |
$8.85K - $12.5K
|
8.62K
$625K
|