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
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.27KNew |
$345K - $485K
|
6.27K
$466K
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.26KNew |
$344K - $484K
|
6.26K
$465K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$336K - $472K
|
6.11K
$453K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.1K+ 12.49% |
$336K - $472K
|
55K
$4.08M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.1K+ 13.87% |
$335K - $472K
|
50.1K
$3.72M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.08K+ 87.43% |
$334K - $470K
|
13K
$967K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.08K+ 6.77% |
$334K - $470K
|
95.8K
$7.11M
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06KNew |
$333K - $468K
|
6.06K
$450K
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
6.03KNew |
$331K - $466K
|
6.03K
$448K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.01K+ 30.11% |
$330K - $465K
|
26K
$1.93M
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6K+ 20.0% |
$330K - $464K
|
36K
$2.67M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.98K+ 53.35% |
$329K - $462K
|
17.2K
$1.28M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.98K+ 120.72% |
$329K - $462K
|
10.9K
$811K
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.97K+ 16.14% |
$328K - $462K
|
43K
$3.19M
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
5.97KNew |
$328K - $462K
|
5.97K
$443K
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.94K+ 0.39% |
$326K - $459K
|
1.54M
$114M
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
5.89KNew |
$324K - $455K
|
5.89K
$437K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 32.56% |
$323K - $455K
|
23.9K
$1.78M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.85KNew |
$322K - $452K
|
5.85K
$434K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.82KNew |
$320K - $450K
|
5.82K
$432K
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.75KNew |
$316K - $445K
|
5.75K
$427K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.73K+ 54.43% |
$315K - $444K
|
16.3K
$1.21M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.72K+ 14.93% |
$314K - $442K
|
44K
$3.27M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.72K+ 1.7% |
$314K - $442K
|
341K
$25.3M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 1.86% |
$314K - $442K
|
313K
$23.2M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.7K+ 11.48% |
$314K - $441K
|
55.4K
$4.11M
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.69KNew |
$313K - $440K
|
5.69K
$423K
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.68K+ 5.1% |
$312K - $439K
|
117K
$8.68M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.62K+ 127.39% |
$309K - $435K
|
10K
$745K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.61K+ 21.3% |
$309K - $434K
|
32K
$2.37M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.55KNew |
$305K - $430K
|
5.55K
$412K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.5K+ 7.29% |
$302K - $425K
|
80.9K
$6.01M
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$300K - $422K
|
5.45K
$405K
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.43KNew |
$298K - $420K
|
5.43K
$403K
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.42K+ 892.11% |
$298K - $420K
|
6.03K
$448K
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$296K - $416K
|
5.38K
$399K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.33KNew |
$293K - $412K
|
5.33K
$396K
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$388K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.22K+ 7.89% |
$287K - $404K
|
71.4K
$5.3M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 27.49% |
$287K - $404K
|
24.2K
$1.8M
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.22K+ 4.16% |
$287K - $403K
|
131K
$9.69M
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$385K
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$385K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17KNew |
$284K - $400K
|
5.17K
$384K
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
5.17KNew |
$284K - $400K
|
5.17K
$384K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
5.12KNew |
$282K - $396K
|
5.12K
$380K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 19.81% |
$282K - $396K
|
31K
$2.3M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.07KNew |
$279K - $392K
|
5.07K
$376K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.06KNew |
$278K - $391K
|
5.06K
$376K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.03K+ 12.18% |
$277K - $389K
|
46.3K
$3.44M
|