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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
139+ 4.31% |
$9.28K - $11.3K
|
3.36K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.27% |
$8.08K - $9.85K
|
9.66K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
113+ 2.87% |
$7.55K - $9.2K
|
4.05K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$9.34K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$36.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$6.68K - $8.14K
|
100
$8.34K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 4.44% |
$6.01K - $7.33K
|
2.12K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
74+ 17.13% |
$4.94K - $6.03K
|
506
$42.2K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
50New |
$3.34K - $4.07K
|
50
$4.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
22New |
$1.47K - $1.79K
|
22
$1.84K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.25% |
$1K - $1.22K
|
6.1K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.16% |
$401 - $489
|
3.86K
$322K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
5New |
$334 - $407
|
5
$417
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.13MNew |
$117M - $165M
|
2.13M
$178M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.02M+ 82.18% |
$55.9M - $78.6M
|
2.25M
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
800KNew |
$44M - $61.9M
|
800K
$66.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
649KNew |
$35.7M - $50.2M
|
649K
$54.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
CALL |
380KNew |
$20.9M - $29.4M
|
380K
$31.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
293KNew |
$16.1M - $22.6M
|
293K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
163KNew |
$8.97M - $12.6M
|
163K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
157KNew |
$8.64M - $12.2M
|
157K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
120KNew |
$6.6M - $9.28M
|
120K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
101KNew |
$5.55M - $7.81M
|
101K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
101K+ 16.6% |
$5.53M - $7.77M
|
706K
$58.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
100KNew |
$5.5M - $7.73M
|
100K
$8.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
72KNew |
$3.96M - $5.57M
|
72K
$6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
41.6KNew |
$2.29M - $3.22M
|
41.6K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
40.2K+ 114.98% |
$2.21M - $3.11M
|
75.1K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
39.9KNew |
$2.19M - $3.09M
|
39.9K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
33KNew |
$1.81M - $2.55M
|
33K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
28KNew |
$1.54M - $2.17M
|
28K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
22.5K+ 83.1% |
$1.24M - $1.74M
|
49.6K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
21KNew |
$1.15M - $1.62M
|
21K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
15.5K+ 172.22% |
$852K - $1.2M
|
24.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
PUT |
14.5KNew |
$797K - $1.12M
|
14.5K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
14.2KNew |
$781K - $1.1M
|
14.2K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
13.2KNew |
$725K - $1.02M
|
13.2K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
11KNew |
$605K - $851K
|
11K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
10.8KNew |
$594K - $835K
|
10.8K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6KNew |
$585K - $823K
|
10.6K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$579K - $814K
|
10.5K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
CALL |
10.4KNew |
$572K - $804K
|
10.4K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$495K - $696K
|
9K
$751K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7.85KNew |
$432K - $607K
|
7.85K
$655K
|
|