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 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
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.86K+ 7.34% |
$143K - $159K
|
27.2K
$2.27M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.85K+ 7.74% |
$142K - $157K
|
25.7K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.85K+ 5.14% |
$142K - $157K
|
37.8K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 10.21% |
$142K - $157K
|
19.8K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.81KNew |
$139K - $154K
|
1.81K
$151K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.81K+ 37.72% |
$139K - $154K
|
6.61K
$551K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.81K+ 27.01% |
$139K - $154K
|
8.5K
$709K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.81K+ 28.46% |
$139K - $154K
|
8.15K
$680K
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.8KNew |
$139K - $153K
|
1.8K
$150K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.79K+ 21.91% |
$138K - $153K
|
9.97K
$832K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.74KNew |
$134K - $148K
|
1.74K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.73K+ 8.45% |
$134K - $148K
|
22.2K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.73K+ 20.46% |
$133K - $147K
|
10.2K
$851K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.73K+ 24.98% |
$133K - $147K
|
8.65K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.72K+ 16.69% |
$133K - $147K
|
12.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 8.95% |
$129K - $143K
|
20.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.67K+ 17.85% |
$129K - $142K
|
11K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.66K+ 11.61% |
$128K - $141K
|
16K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 63.62% |
$127K - $140K
|
4.24K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.62K+ 22.61% |
$125K - $138K
|
8.78K
$732K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1.6K+ 12.21% |
$124K - $137K
|
14.7K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 3.94% |
$123K - $136K
|
42.3K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
1.6KNew |
$123K - $136K
|
1.6K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.6K+ 12.48% |
$123K - $136K
|
14.4K
$1.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 6.65% |
$122K - $135K
|
25.5K
$2.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 2.37% |
$122K - $135K
|
68.5K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.58K+ 31.93% |
$122K - $134K
|
6.52K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.56K+ 3.13% |
$120K - $133K
|
51.5K
$4.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.54K+ 1059.31% |
$118K - $131K
|
1.68K
$140K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.51K+ 20.95% |
$116K - $129K
|
8.73K
$728K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.51K+ 1.91% |
$116K - $129K
|
80.5K
$6.71M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51K+ 2.48% |
$116K - $128K
|
62.1K
$5.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.5K+ 31.24% |
$116K - $128K
|
6.3K
$526K
|
|