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 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.44KNew |
$189K - $266K
|
3.44K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.43KNew |
$189K - $266K
|
3.43K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 26.75% |
$187K - $263K
|
16.1K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 15.82% |
$187K - $263K
|
24.9K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$252K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.38KNew |
$186K - $262K
|
3.38K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $260K
|
3.37K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
3.36KNew |
$185K - $260K
|
3.36K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.35K+ 35.8% |
$184K - $259K
|
12.7K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.34KNew |
$184K - $259K
|
3.34K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.32KNew |
$182K - $257K
|
3.32K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.31KNew |
$182K - $256K
|
3.31K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31K+ 18.04% |
$182K - $256K
|
21.6K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.29KNew |
$181K - $255K
|
3.29K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$181K - $254K
|
3.29K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.28KNew |
$180K - $253K
|
3.28K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.26K+ 64.11% |
$179K - $252K
|
8.35K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.26K+ 8.81% |
$179K - $252K
|
40.3K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26KNew |
$179K - $252K
|
3.26K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.24KNew |
$178K - $251K
|
3.24K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.23KNew |
$177K - $250K
|
3.23K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.23KNew |
$177K - $250K
|
3.23K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.21KNew |
$177K - $248K
|
3.21K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$176K - $248K
|
3.21K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.2KNew |
$176K - $247K
|
3.2K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
3.19KNew |
$176K - $247K
|
3.19K
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.19K+ 58.3% |
$175K - $247K
|
8.66K
$643K
|