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
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 11.48% |
$5.48K - $6.68K
|
796
$63.4K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 0.85% |
$5.41K - $6.6K
|
9.59K
$764K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 1.03% |
$5.21K - $6.35K
|
7.69K
$613K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
77New |
$5.14K - $6.27K
|
77
$6.14K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 6.67% |
$5.01K - $6.11K
|
1.2K
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 1.97% |
$5.01K - $6.11K
|
3.88K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
75+ 0.91% |
$5.01K - $6.11K
|
8.33K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
74+ 17.13% |
$4.94K - $6.03K
|
506
$40.3K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
69+ 0.55% |
$4.61K - $5.62K
|
12.6K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
68+ 0.69% |
$4.54K - $5.54K
|
9.87K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67+ 0.95% |
$4.47K - $5.46K
|
7.09K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65+ 8.08% |
$4.34K - $5.29K
|
869
$69.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64+ 91.43% |
$4.27K - $5.21K
|
134
$10.7K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
64+ 193.94% |
$4.27K - $5.21K
|
97
$7.73K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
62+ 0.84% |
$4.14K - $5.05K
|
7.4K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 2.0% |
$4.14K - $5.05K
|
3.16K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
61+ 0.14% |
$4.07K - $4.97K
|
45K
$3.59M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
60+ 1.1% |
$4.01K - $4.89K
|
5.53K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.13% |
$4.01K - $4.89K
|
46.1K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
60+ 1.79% |
$4.01K - $4.89K
|
3.41K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
58+ 1.41% |
$3.87K - $4.72K
|
4.17K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
57+ 3.63% |
$3.81K - $4.64K
|
1.63K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
53+ 3.91% |
$3.54K - $4.32K
|
1.41K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
53+ 1.17% |
$3.54K - $4.32K
|
4.58K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
53+ 63.1% |
$3.54K - $4.32K
|
137
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
52+ 1.41% |
$3.47K - $4.23K
|
3.73K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
52+ 0.53% |
$3.47K - $4.23K
|
9.87K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
51+ 0.41% |
$3.41K - $4.15K
|
12.6K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
50New |
$3.34K - $4.07K
|
50
$3.99K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$3.34K - $4.07K
|
6.56K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
50+ 0.59% |
$3.34K - $4.07K
|
8.52K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
50+ 1.39% |
$3.34K - $4.07K
|
3.64K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$3.34K - $4.07K
|
3.74K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 11.22% |
$3.14K - $3.83K
|
466
$37.1K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 18.78% |
$3.07K - $3.75K
|
291
$23.2K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.97% |
$3.07K - $3.75K
|
4.79K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
45+ 0.85% |
$3.01K - $3.66K
|
5.31K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44+ 0.41% |
$2.94K - $3.58K
|
10.7K
$849K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.94K - $3.58K
|
10.6K
$847K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 0.62% |
$2.87K - $3.5K
|
7.01K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
42+ 0.2% |
$2.8K - $3.42K
|
21.2K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
42+ 0.87% |
$2.8K - $3.42K
|
4.86K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 4.22% |
$2.8K - $3.42K
|
1.04K
$82.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 0.5% |
$2.74K - $3.34K
|
8.18K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
40New |
$2.67K - $3.26K
|
40
$3.19K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
40+ 1.1% |
$2.67K - $3.26K
|
3.66K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.02M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.2% |
$2.34K - $2.85K
|
17.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 9.31% |
$2.34K - $2.85K
|
411
$32.8K
|