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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.28K+ 1.51% |
$383K - $503K
|
422K
$33.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.21K+ 3.13% |
$379K - $498K
|
204K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
6.2KNew |
$378K - $497K
|
6.2K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.1K+ 0.73% |
$372K - $489K
|
845K
$68.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.08K+ 22.25% |
$371K - $487K
|
33.4K
$2.69M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 5.27% |
$359K - $471K
|
118K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.8K+ 7.24% |
$354K - $465K
|
85.9K
$6.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.75K+ 21.73% |
$351K - $461K
|
32.2K
$2.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.71K+ 19.77% |
$348K - $457K
|
34.6K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.62K+ 47.76% |
$343K - $450K
|
17.4K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 14.67% |
$342K - $449K
|
43.8K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.6K+ 1.4% |
$341K - $449K
|
405K
$32.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.57K+ 81.31% |
$339K - $446K
|
12.4K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
5.47KNew |
$334K - $438K
|
5.47K
$440K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.44K+ 14.97% |
$332K - $436K
|
41.8K
$3.36M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.44KNew |
$331K - $436K
|
5.44K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.41K+ 17.32% |
$330K - $433K
|
36.6K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.39KNew |
$329K - $432K
|
5.39K
$434K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
5.38K+ 17.97% |
$328K - $431K
|
35.3K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28K+ 3.38% |
$322K - $423K
|
161K
$13M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
5.27KNew |
$321K - $422K
|
5.27K
$424K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.25K+ 19.54% |
$320K - $421K
|
32.1K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.24K+ 14.15% |
$319K - $420K
|
42.3K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.21K+ 50.89% |
$317K - $417K
|
15.4K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2KNew |
$317K - $417K
|
5.2K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.15K+ 5.4% |
$314K - $413K
|
100K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.15K+ 5.03% |
$314K - $413K
|
107K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.1K+ 2.5% |
$311K - $409K
|
209K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
5KNew |
$305K - $401K
|
5K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.99K+ 26.28% |
$304K - $399K
|
24K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4.97K+ 4.97% |
$303K - $398K
|
105K
$8.46M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$300K - $395K
|
4.93K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.92K+ 119.35% |
$300K - $394K
|
9.04K
$728K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.85K+ 9.95% |
$296K - $389K
|
53.6K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.82K+ 17.5% |
$294K - $386K
|
32.3K
$2.6M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.81K+ 111.32% |
$293K - $385K
|
9.13K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.78K+ 106.22% |
$291K - $383K
|
9.28K
$747K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.71K+ 113.77% |
$287K - $377K
|
8.85K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.68KNew |
$285K - $375K
|
4.68K
$376K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.66K+ 9.28% |
$284K - $374K
|
54.9K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.61K+ 0.48% |
$281K - $369K
|
959K
$77.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.58KNew |
$279K - $367K
|
4.58K
$369K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.56KNew |
$278K - $366K
|
4.56K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.54KNew |
$277K - $364K
|
4.54K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.53K+ 20.32% |
$276K - $363K
|
26.8K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.5KNew |
$274K - $360K
|
4.5K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.49K+ 15.72% |
$274K - $359K
|
33K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.41KNew |
$269K - $353K
|
4.41K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.4K+ 2.67% |
$268K - $352K
|
169K
$13.6M
|