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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.43KNew |
$187K - $207K
|
2.43K
$202K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.42K+ 1.53% |
$187K - $206K
|
161K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.42KNew |
$187K - $206K
|
2.42K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
2.42K+ 5.66% |
$186K - $206K
|
45.1K
$3.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
2.41KNew |
$186K - $205K
|
2.41K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.41KNew |
$185K - $205K
|
2.41K
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.4K+ 14.02% |
$185K - $205K
|
19.6K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.39KNew |
$184K - $204K
|
2.39K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.36K+ 2.31% |
$182K - $201K
|
105K
$8.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.36K+ 2.25% |
$182K - $201K
|
107K
$8.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.36K+ 16.4% |
$182K - $201K
|
16.7K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.36K+ 13.99% |
$182K - $201K
|
19.2K
$1.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.36K+ 51.6% |
$181K - $201K
|
6.92K
$577K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.34KNew |
$180K - $199K
|
2.34K
$195K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.33K+ 89.22% |
$180K - $199K
|
4.95K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.3K+ 82.35% |
$177K - $196K
|
5.09K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.3KNew |
$177K - $195K
|
2.3K
$191K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.29K+ 1.95% |
$177K - $195K
|
120K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 295.45% |
$175K - $194K
|
3.05K
$254K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.19K+ 13.71% |
$169K - $186K
|
18.1K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.16K+ 11.12% |
$167K - $184K
|
21.6K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.16K+ 4.09% |
$167K - $184K
|
55.1K
$4.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.15K+ 4.24% |
$166K - $183K
|
52.9K
$4.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.15K+ 156.71% |
$166K - $183K
|
3.52K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.14K+ 49.4% |
$165K - $182K
|
6.48K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.13K+ 13.93% |
$164K - $181K
|
17.4K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
2.13K+ 11.07% |
$164K - $181K
|
21.3K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.11K+ 77.48% |
$162K - $180K
|
4.83K
$403K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.09K+ 8.38% |
$161K - $178K
|
27K
$2.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.06K+ 4.63% |
$159K - $176K
|
46.7K
$3.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.06K+ 33.2% |
$159K - $176K
|
8.28K
$690K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.06K+ 72.25% |
$159K - $176K
|
4.92K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 8.68% |
$152K - $168K
|
24.8K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.98K+ 14.16% |
$152K - $168K
|
15.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.97K+ 61.62% |
$151K - $167K
|
5.15K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.94K+ 19.9% |
$149K - $165K
|
11.7K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 2.32% |
$147K - $163K
|
84.3K
$7.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.9K+ 55.88% |
$146K - $162K
|
5.3K
$442K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.9K+ 8.44% |
$146K - $162K
|
24.4K
$2.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.89K+ 4.91% |
$145K - $161K
|
40.3K
$3.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.88K+ 65.56% |
$144K - $160K
|
4.74K
$395K
|
|