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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
8.42K+ 11.98% |
$514K - $675K
|
78.7K
$6.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
8.38K+ 45.76% |
$511K - $671K
|
26.7K
$2.15M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.37K+ 102.26% |
$510K - $670K
|
16.5K
$1.33M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.27KNew |
$504K - $662K
|
8.27K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26K+ 14.08% |
$504K - $662K
|
67K
$5.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.24KNew |
$503K - $660K
|
8.24K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.09K+ 15.95% |
$494K - $648K
|
58.8K
$4.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 67.18% |
$492K - $646K
|
20.1K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.05K+ 11.4% |
$491K - $645K
|
78.7K
$6.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
8.05K+ 41.3% |
$491K - $645K
|
27.5K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
8.02K+ 2.45% |
$489K - $642K
|
336K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.01K+ 5.03% |
$488K - $641K
|
167K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
7.96K+ 0.12% |
$486K - $638K
|
6.42M
$517M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
7.89KNew |
$481K - $632K
|
7.89K
$635K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.81K+ 23.53% |
$476K - $626K
|
41K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.69K+ 131.03% |
$469K - $616K
|
13.6K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
7.65K+ 138.42% |
$467K - $613K
|
13.2K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.62KNew |
$465K - $611K
|
7.62K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
7.61K+ 1.61% |
$464K - $610K
|
480K
$38.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
7.5K+ 3.66% |
$457K - $601K
|
213K
$17.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.45K+ 3.95% |
$454K - $597K
|
196K
$15.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
7.42KNew |
$452K - $594K
|
7.42K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.38K+ 25.76% |
$450K - $591K
|
36K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
7.37KNew |
$450K - $591K
|
7.37K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.37K+ 110.96% |
$449K - $590K
|
14K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.36K+ 39.51% |
$449K - $590K
|
26K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.33KNew |
$447K - $587K
|
7.33K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7.29K+ 10.07% |
$445K - $584K
|
79.7K
$6.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.23K+ 0.81% |
$441K - $579K
|
901K
$72.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.1KNew |
$433K - $569K
|
7.1K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.92K+ 0.45% |
$422K - $554K
|
1.55M
$125M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
6.87K+ 37.01% |
$419K - $550K
|
25.4K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.86K+ 29.33% |
$418K - $549K
|
30.2K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.83K+ 0.95% |
$416K - $547K
|
728K
$58.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.83K+ 93.26% |
$416K - $547K
|
14.1K
$1.14M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.77K+ 0.18% |
$413K - $542K
|
3.76M
$303M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.74K+ 42.23% |
$411K - $540K
|
22.7K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.72K+ 8.88% |
$410K - $539K
|
82.4K
$6.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
6.7K+ 2.2% |
$409K - $537K
|
312K
$25.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.69K+ 2.02% |
$408K - $536K
|
338K
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.6K+ 36.42% |
$402K - $528K
|
24.7K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.58K+ 349.65% |
$401K - $528K
|
8.47K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.55K+ 1.95% |
$400K - $525K
|
342K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
6.4KNew |
$390K - $513K
|
6.4K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.39K+ 61.85% |
$390K - $512K
|
16.7K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.36KNew |
$388K - $509K
|
6.36K
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
6.3K+ 33.87% |
$384K - $505K
|
24.9K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.29K+ 162.5% |
$383K - $504K
|
10.2K
$818K
|