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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
76+ 1.0% |
$5.86K - $6.47K
|
7.69K
$642K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
76+ 2.72% |
$5.86K - $6.47K
|
2.87K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 1.05% |
$5.86K - $6.47K
|
7.31K
$610K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
76+ 2.24% |
$5.86K - $6.47K
|
3.47K
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
75+ 0.99% |
$5.78K - $6.39K
|
7.65K
$638K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
75+ 0.9% |
$5.78K - $6.39K
|
8.45K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
71+ 0.17% |
$5.47K - $6.05K
|
42K
$3.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
71+ 2.45% |
$5.47K - $6.05K
|
2.97K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 8.31% |
$5.47K - $6.05K
|
925
$77.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
68+ 23.86% |
$5.24K - $5.79K
|
353
$29.4K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
67+ 2.39% |
$5.16K - $5.71K
|
2.87K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
66+ 0.83% |
$5.09K - $5.62K
|
8.02K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
65+ 1.89% |
$5.01K - $5.54K
|
3.5K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
64+ 0.21% |
$4.93K - $5.45K
|
30.9K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
63+ 0.67% |
$4.85K - $5.37K
|
9.45K
$788K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
63+ 1.34% |
$4.85K - $5.37K
|
4.76K
$397K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
62New |
$4.78K - $5.28K
|
62
$5.17K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
61+ 0.89% |
$4.7K - $5.19K
|
6.9K
$575K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
60+ 0.98% |
$4.62K - $5.11K
|
6.19K
$517K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
60+ 0.23% |
$4.62K - $5.11K
|
26K
$2.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
59+ 0.51% |
$4.55K - $5.02K
|
11.6K
$964K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 0.65% |
$4.47K - $4.94K
|
9.02K
$752K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
57+ 0.71% |
$4.39K - $4.85K
|
8.08K
$674K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
57+ 0.61% |
$4.39K - $4.85K
|
9.48K
$790K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55+ 40.74% |
$4.24K - $4.68K
|
190
$15.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
55+ 0.31% |
$4.24K - $4.68K
|
17.9K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
53+ 0.32% |
$4.08K - $4.51K
|
16.6K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
53+ 0.69% |
$4.08K - $4.51K
|
7.75K
$647K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
52+ 0.79% |
$4.01K - $4.43K
|
6.6K
$551K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
52+ 3.93% |
$4.01K - $4.43K
|
1.38K
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
51+ 20.56% |
$3.93K - $4.34K
|
299
$24.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
51+ 1.08% |
$3.93K - $4.34K
|
4.77K
$398K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
50+ 1.36% |
$3.85K - $4.26K
|
3.72K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
50+ 0.78% |
$3.85K - $4.26K
|
6.47K
$540K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 3.24% |
$3.85K - $4.26K
|
1.59K
$133K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
49+ 9.8% |
$3.78K - $4.17K
|
549
$45.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
48+ 36.92% |
$3.7K - $4.09K
|
178
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
47+ 1.47% |
$3.62K - $4K
|
3.25K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
46+ 0.55% |
$3.54K - $3.92K
|
8.37K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
44+ 1.06% |
$3.39K - $3.75K
|
4.2K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 11.76% |
$3.24K - $3.58K
|
399
$33.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42+ 1.54% |
$3.24K - $3.58K
|
2.78K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
41+ 0.66% |
$3.16K - $3.49K
|
6.28K
$524K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
41+ 1.02% |
$3.16K - $3.49K
|
4.05K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.07% |
$3K - $3.32K
|
3.68K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
38+ 1.08% |
$2.93K - $3.24K
|
3.54K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
37+ 0.14% |
$2.85K - $3.15K
|
27.4K
$2.28M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
37+ 0.95% |
$2.85K - $3.15K
|
3.95K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 0.41% |
$2.85K - $3.15K
|
9.09K
$759K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
36+ 1.11% |
$2.77K - $3.07K
|
3.27K
$272K
|
|