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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
36+ 0.47% |
$2.77K - $3.07K
|
7.69K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36+ 0.52% |
$2.77K - $3.07K
|
6.93K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 1.01% |
$2.7K - $2.98K
|
3.51K
$293K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
34+ 0.24% |
$2.62K - $2.9K
|
14.2K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.11% |
$2.54K - $2.81K
|
31.4K
$2.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
33+ 0.76% |
$2.54K - $2.81K
|
4.4K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
32+ 0.67% |
$2.47K - $2.73K
|
4.81K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
32+ 0.52% |
$2.47K - $2.73K
|
6.19K
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
32+ 0.84% |
$2.47K - $2.73K
|
3.86K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
31+ 2.5% |
$2.39K - $2.64K
|
1.27K
$106K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 0.1% |
$2.39K - $2.64K
|
30.9K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$2.59K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
29+ 0.98% |
$2.23K - $2.47K
|
2.98K
$248K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28+ 103.7% |
$2.16K - $2.38K
|
55
$4.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25+ 0.74% |
$1.93K - $2.13K
|
3.42K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25+ 0.57% |
$1.93K - $2.13K
|
4.43K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.5% |
$1.93K - $2.13K
|
5.03K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
24New |
$1.85K - $2.04K
|
24
$2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.85K - $2.04K
|
5.17K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.67% |
$1.77K - $1.96K
|
3.47K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 3.58% |
$1.77K - $1.96K
|
666
$55.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23+ 0.77% |
$1.77K - $1.96K
|
3K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
22+ 0.17% |
$1.7K - $1.87K
|
13.1K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22+ 0.61% |
$1.7K - $1.87K
|
3.66K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
22+ 0.23% |
$1.7K - $1.87K
|
9.77K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.49% |
$1.7K - $1.87K
|
4.5K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21+ 0.57% |
$1.62K - $1.79K
|
3.73K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.46% |
$1.62K - $1.79K
|
4.58K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21+ 0.18% |
$1.62K - $1.79K
|
11.7K
$979K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.62K - $1.79K
|
29.7K
$2.48M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
20+ 0.12% |
$1.54K - $1.7K
|
17.2K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20+ 3.44% |
$1.54K - $1.7K
|
601
$50.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
20+ 0.23% |
$1.54K - $1.7K
|
8.56K
$714K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 2.27% |
$1.54K - $1.7K
|
902
$75.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20+ 0.5% |
$1.54K - $1.7K
|
4.01K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
20New |
$1.54K - $1.7K
|
20
$1.67K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.5% |
$1.54K - $1.7K
|
3.98K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.39K - $1.53K
|
8.45K
$705K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18+ 0.43% |
$1.39K - $1.53K
|
4.23K
$353K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
17+ 0.1% |
$1.31K - $1.45K
|
17.9K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
17+ 0.27% |
$1.31K - $1.45K
|
6.31K
$526K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17+ 0.54% |
$1.31K - $1.45K
|
3.18K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
16+ 0.53% |
$1.23K - $1.36K
|
3.05K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
15+ 1.94% |
$1.16K - $1.28K
|
789
$65.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
15+ 3.12% |
$1.16K - $1.28K
|
496
$41.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.25% |
$1.16K - $1.28K
|
6.02K
$502K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
14+ 0.19% |
$1.08K - $1.19K
|
7.56K
$631K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
14+ 0.3% |
$1.08K - $1.19K
|
4.64K
$387K
|
|