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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
953New |
$52.4K - $73.7K
|
953
$76K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
928New |
$51K - $71.8K
|
928
$74K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
902+ 10.88% |
$49.6K - $69.8K
|
9.19K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
879+ 7.15% |
$48.3K - $68K
|
13.2K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
800+ 18.24% |
$44K - $61.9K
|
5.19K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
733New |
$40.3K - $56.7K
|
733
$58.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
730+ 5.29% |
$40.1K - $56.5K
|
14.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
728New |
$40K - $56.3K
|
728
$58K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
703+ 1.67% |
$38.7K - $54.4K
|
42.8K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
688New |
$37.8K - $53.2K
|
688
$54.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
677+ 16.24% |
$37.2K - $52.4K
|
4.85K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
621+ 5.42% |
$34.1K - $48K
|
12.1K
$963K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
581New |
$31.9K - $44.9K
|
581
$46.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
558New |
$30.7K - $43.2K
|
558
$44.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
516+ 40.34% |
$28.4K - $39.9K
|
1.8K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$39.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
472+ 4.0% |
$26K - $36.5K
|
12.3K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$35.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$35.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$34.4K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
400+ 3.11% |
$22K - $30.9K
|
13.3K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
370+ 3.48% |
$20.3K - $28.6K
|
11K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
312New |
$17.2K - $24.1K
|
312
$24.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
304+ 29.8% |
$16.7K - $23.5K
|
1.32K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
303New |
$16.7K - $23.4K
|
303
$24.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$24.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300+ 42.86% |
$16.5K - $23.2K
|
1K
$79.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
300+ 0.65% |
$16.5K - $23.2K
|
46.1K
$3.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$23.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
293+ 16.35% |
$16.1K - $22.7K
|
2.09K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
280New |
$15.4K - $21.7K
|
280
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
276+ 1.69% |
$15.2K - $21.3K
|
16.6K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
258New |
$14.2K - $20K
|
258
$20.6K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
230+ 0.83% |
$12.6K - $17.8K
|
28K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
229+ 289.87% |
$12.6K - $17.7K
|
308
$24.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225New |
$12.4K - $17.4K
|
225
$17.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 22.1% |
$12.2K - $17.1K
|
1.22K
$97.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
210+ 5.61% |
$11.5K - $16.2K
|
3.96K
$315K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
207New |
$11.4K - $16K
|
207
$16.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
181New |
$9.95K - $14K
|
181
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
164+ 1.33% |
$9.02K - $12.7K
|
12.5K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
162+ 15.25% |
$8.91K - $12.5K
|
1.22K
$97.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$12.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$12.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
145New |
$7.97K - $11.2K
|
145
$11.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
144New |
$7.92K - $11.1K
|
144
$11.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 1.79% |
$7.15K - $10.1K
|
7.41K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$215K
|