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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.8KNew |
$216K - $238K
|
2.8K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
2.8KNew |
$216K - $238K
|
2.8K
$234K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.8K+ 2.21% |
$216K - $238K
|
130K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.78K+ 63.53% |
$214K - $236K
|
7.14K
$596K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.74K+ 9.27% |
$211K - $233K
|
32.3K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.73K+ 15.02% |
$210K - $233K
|
20.9K
$1.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.73KNew |
$210K - $232K
|
2.73K
$228K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.72K+ 37.44% |
$209K - $232K
|
9.98K
$833K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.71K+ 20.54% |
$208K - $230K
|
15.9K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.68KNew |
$206K - $228K
|
2.68K
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 5.23% |
$206K - $228K
|
53.8K
$4.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.66K+ 66.71% |
$205K - $227K
|
6.65K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.64KNew |
$203K - $224K
|
2.64K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
2.63KNew |
$203K - $224K
|
2.63K
$220K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.63K+ 71.52% |
$203K - $224K
|
6.31K
$526K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.63K+ 1.51% |
$202K - $224K
|
177K
$14.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62K+ 15.05% |
$202K - $223K
|
20K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.62K+ 5.02% |
$202K - $223K
|
54.7K
$4.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.59K+ 0.59% |
$200K - $221K
|
443K
$36.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.57K+ 5.82% |
$198K - $218K
|
46.6K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.42% |
$196K - $217K
|
17.2K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.55KNew |
$196K - $217K
|
2.55K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.55KNew |
$196K - $217K
|
2.55K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.54KNew |
$195K - $216K
|
2.54K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2.53K+ 1.48% |
$195K - $215K
|
173K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.52K+ 28.55% |
$194K - $215K
|
11.4K
$947K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.52KNew |
$194K - $214K
|
2.52K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 79.37% |
$193K - $213K
|
5.66K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 15.88% |
$193K - $213K
|
18.2K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.5KNew |
$192K - $213K
|
2.5K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.49KNew |
$192K - $212K
|
2.49K
$208K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.49K+ 16.83% |
$192K - $212K
|
17.3K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.48KNew |
$191K - $211K
|
2.48K
$207K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.47KNew |
$190K - $210K
|
2.47K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.46K+ 19.29% |
$189K - $209K
|
15.2K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.44KNew |
$188K - $208K
|
2.44K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.44KNew |
$188K - $208K
|
2.44K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.44K+ 12.88% |
$188K - $208K
|
21.4K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$203K
|
|