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 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
78+ 0.79% |
$4.29K - $6.03K
|
9.96K
$722K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
78+ 0.36% |
$4.29K - $6.03K
|
21.9K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 1.18% |
$4.23K - $5.96K
|
6.6K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.09% |
$4.12K - $5.8K
|
6.94K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
74+ 0.81% |
$4.07K - $5.72K
|
9.22K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
73+ 0.57% |
$4.01K - $5.65K
|
12.9K
$938K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 1.46% |
$3.96K - $5.57K
|
5K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$3.9K - $5.49K
|
71
$5.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
71+ 4.23% |
$3.9K - $5.49K
|
1.75K
$127K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 0.86% |
$3.63K - $5.11K
|
7.74K
$562K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
65+ 1.54% |
$3.57K - $5.03K
|
4.3K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
64+ 0.72% |
$3.52K - $4.95K
|
8.91K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 1.96% |
$3.52K - $4.95K
|
3.33K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
62+ 0.3% |
$3.41K - $4.8K
|
20.8K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
62+ 0.36% |
$3.41K - $4.8K
|
17.4K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
60+ 0.61% |
$3.3K - $4.64K
|
9.82K
$712K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
59+ 5.36% |
$3.24K - $4.56K
|
1.16K
$84.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
57+ 1.6% |
$3.13K - $4.41K
|
3.61K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
55New |
$3.02K - $4.25K
|
55
$3.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
55+ 0.82% |
$3.02K - $4.25K
|
6.75K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
54+ 0.53% |
$2.97K - $4.18K
|
10.3K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54+ 3.56% |
$2.97K - $4.18K
|
1.57K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
53+ 1.04% |
$2.91K - $4.1K
|
5.13K
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
53+ 0.39% |
$2.91K - $4.1K
|
13.8K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.85% |
$2.86K - $4.02K
|
6.17K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51+ 0.72% |
$2.8K - $3.94K
|
7.15K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$2.8K - $3.94K
|
51
$3.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 0.4% |
$2.75K - $3.87K
|
12.6K
$915K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
48+ 0.53% |
$2.64K - $3.71K
|
9.06K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
46New |
$2.53K - $3.56K
|
46
$3.34K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46+ 0.74% |
$2.53K - $3.56K
|
6.3K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 1.2% |
$2.53K - $3.56K
|
3.88K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45+ 90.0% |
$2.47K - $3.48K
|
95
$6.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.42K - $3.4K
|
10.6K
$767K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 1.07% |
$2.42K - $3.4K
|
4.16K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.4% |
$2.42K - $3.4K
|
11.1K
$806K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
43New |
$2.36K - $3.33K
|
43
$3.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 0.48% |
$2.31K - $3.25K
|
8.85K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
42New |
$2.31K - $3.25K
|
42
$3.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
40+ 0.45% |
$2.2K - $3.09K
|
8.86K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.52% |
$2.2K - $3.09K
|
7.73K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
40+ 0.33% |
$2.2K - $3.09K
|
12.2K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
39+ 0.88% |
$2.14K - $3.02K
|
4.45K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.75% |
$2.09K - $2.94K
|
5.11K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36+ 9.47% |
$1.98K - $2.78K
|
416
$30.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.51% |
$1.98K - $2.78K
|
7.15K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
34+ 0.82% |
$1.87K - $2.63K
|
4.17K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
33New |
$1.81K - $2.55K
|
33
$2.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.39% |
$1.81K - $2.55K
|
8.39K
$608K
|