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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.59KNew |
$197K - $277K
|
3.59K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.58KNew |
$197K - $277K
|
3.58K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.55KNew |
$195K - $275K
|
3.55K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$194K - $273K
|
3.53K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.53KNew |
$194K - $273K
|
3.53K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.52K+ 7.69% |
$194K - $272K
|
49.3K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.51KNew |
$193K - $271K
|
3.51K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$192K - $270K
|
3.49K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$191K - $269K
|
3.48K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.44KNew |
$189K - $266K
|
3.44K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.43KNew |
$189K - $266K
|
3.43K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 15.82% |
$187K - $263K
|
24.9K
$1.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.32KNew |
$182K - $257K
|
3.32K
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31K+ 18.04% |
$182K - $256K
|
21.6K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.29KNew |
$181K - $255K
|
3.29K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$181K - $254K
|
3.29K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.28KNew |
$180K - $253K
|
3.28K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.26K+ 64.11% |
$179K - $252K
|
8.35K
$658K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26KNew |
$179K - $252K
|
3.26K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.23KNew |
$177K - $250K
|
3.23K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$176K - $248K
|
3.21K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.18KNew |
$175K - $246K
|
3.18K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.17KNew |
$174K - $245K
|
3.17K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.16KNew |
$174K - $245K
|
3.16K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.14KNew |
$173K - $243K
|
3.14K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.13KNew |
$172K - $242K
|
3.13K
$246K
|