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 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
485+ 17.36% |
$37.4K - $41.3K
|
3.28K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
480New |
$37K - $40.9K
|
480
$40K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
479+ 6.33% |
$36.9K - $40.8K
|
8.05K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
479+ 17.94% |
$36.9K - $40.8K
|
3.15K
$263K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
478+ 6.22% |
$36.8K - $40.7K
|
8.16K
$681K
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
476+ 2.8% |
$36.7K - $40.5K
|
17.5K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 0.36% |
$36.6K - $40.5K
|
131K
$10.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
472+ 3.91% |
$36.4K - $40.2K
|
12.6K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
469+ 8.9% |
$36.1K - $39.9K
|
5.74K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
467+ 2.62% |
$36K - $39.8K
|
18.3K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
467+ 4.56% |
$36K - $39.8K
|
10.7K
$893K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
461+ 1.35% |
$35.5K - $39.3K
|
34.7K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
455+ 0.33% |
$35.1K - $38.7K
|
138K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
452+ 0.77% |
$34.8K - $38.5K
|
59.3K
$4.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
450+ 12.37% |
$34.7K - $38.3K
|
4.09K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
450+ 16.13% |
$34.7K - $38.3K
|
3.24K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
448New |
$34.5K - $38.2K
|
448
$37.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
448+ 0.92% |
$34.5K - $38.2K
|
48.9K
$4.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
444+ 6.58% |
$34.2K - $37.8K
|
7.19K
$600K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
440New |
$33.9K - $37.5K
|
440
$36.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
439+ 2.67% |
$33.8K - $37.4K
|
16.9K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
435+ 14.89% |
$33.5K - $37K
|
3.36K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
428+ 3.17% |
$33K - $36.4K
|
13.9K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
420+ 15.92% |
$32.4K - $35.8K
|
3.06K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
418+ 1.25% |
$32.2K - $35.6K
|
33.9K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
414+ 4.71% |
$31.9K - $35.3K
|
9.2K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
409+ 3.21% |
$31.5K - $34.8K
|
13.2K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
407+ 7.7% |
$31.4K - $34.7K
|
5.69K
$475K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
404+ 0.94% |
$31.1K - $34.4K
|
43.4K
$3.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
404+ 1.11% |
$31.1K - $34.4K
|
36.7K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
400+ 12.84% |
$30.8K - $34.1K
|
3.52K
$293K
|
|
|
Nov 07, 2025
Q3 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 0.31% |
$30.8K - $34.1K
|
130K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
400+ 4.01% |
$30.8K - $34.1K
|
10.4K
$865K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
400+ 1.24% |
$30.8K - $34.1K
|
32.7K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
398+ 14.9% |
$30.7K - $33.9K
|
3.07K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
398+ 12.9% |
$30.7K - $33.9K
|
3.48K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
393+ 4.66% |
$30.3K - $33.5K
|
8.83K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
393+ 24.41% |
$30.3K - $33.5K
|
2K
$167K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
392+ 5.37% |
$30.2K - $33.4K
|
7.69K
$642K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
391+ 6.75% |
$30.1K - $33.3K
|
6.18K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
389+ 0.56% |
$30K - $33.1K
|
69.9K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
385+ 0.07% |
$29.7K - $32.8K
|
533K
$44.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
384+ 2.63% |
$29.6K - $32.7K
|
15K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
380+ 4.14% |
$29.3K - $32.4K
|
9.55K
$796K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
380+ 2.31% |
$29.3K - $32.4K
|
16.9K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
378+ 5.59% |
$29.1K - $32.2K
|
7.14K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
376+ 2.26% |
$29K - $32K
|
17K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
376+ 2.01% |
$29K - $32K
|
19.1K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
375+ 7.39% |
$28.9K - $31.9K
|
5.45K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
369+ 12.33% |
$28.4K - $31.4K
|
3.36K
$280K
|
|