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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
134+ 3.65% |
$8.17K - $10.7K
|
3.81K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
122New |
$7.44K - $9.77K
|
122
$10.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116+ 41.43% |
$7.07K - $9.29K
|
396
$33K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
107New |
$6.52K - $8.57K
|
107
$8.93K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100+ 1.03% |
$6.1K - $8.01K
|
9.8K
$818K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 20.96% |
$6.1K - $8.01K
|
577
$48.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
93New |
$5.67K - $7.45K
|
93
$7.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 2.1% |
$4.27K - $5.61K
|
3.4K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.67K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 2.15% |
$3.78K - $4.97K
|
2.95K
$246K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$84.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
56+ 0.7% |
$3.41K - $4.49K
|
8.06K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.59K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
50+ 8.9% |
$3.05K - $4.01K
|
612
$51.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 148.48% |
$2.99K - $3.93K
|
82
$6.84K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
48+ 0.36% |
$2.93K - $3.85K
|
13.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 0.26% |
$2.87K - $3.77K
|
18.4K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
47+ 151.61% |
$2.87K - $3.77K
|
78
$6.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$2.68K - $3.53K
|
44
$3.67K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
44+ 0.93% |
$2.68K - $3.53K
|
4.76K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$91.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43New |
$2.62K - $3.45K
|
43
$3.59K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
40+ 0.27% |
$2.44K - $3.2K
|
14.7K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$924K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$2.01K - $2.64K
|
33
$2.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
31+ 22.63% |
$1.89K - $2.48K
|
168
$14K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
30+ 0.12% |
$1.83K - $2.4K
|
24.2K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 26.92% |
$1.71K - $2.24K
|
132
$11K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 3.54% |
$1.71K - $2.24K
|
820
$68.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28+ 0.23% |
$1.71K - $2.24K
|
12.1K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$1.65K - $2.16K
|
27
$2.25K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
26+ 136.84% |
$1.59K - $2.08K
|
45
$3.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
24+ 0.81% |
$1.46K - $1.92K
|
2.98K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24New |
$1.46K - $1.92K
|
24
$2K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$915 - $1.2K
|
15
$1.25K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12+ 0.34% |
$732 - $961
|
3.49K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.2% |
$610 - $801
|
5K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.14% |
$488 - $641
|
5.73K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.18% |
$366 - $481
|
3.25K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$366 - $481
|
3.09K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.58% |
$305 - $401
|
870
$72.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$183 - $240
|
185K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.17% |
$61 - $80.1
|
599
$50K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.11% |
$61 - $80.1
|
888
$74.1K
|
|