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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.12KNew |
$172K - $241K
|
3.12K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.12KNew |
$171K - $241K
|
3.12K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.11K+ 25.05% |
$171K - $241K
|
15.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.11KNew |
$171K - $240K
|
3.11K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.09KNew |
$170K - $239K
|
3.09K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.08K+ 215.54% |
$169K - $238K
|
4.51K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.05KNew |
$168K - $236K
|
3.05K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.04KNew |
$167K - $235K
|
3.04K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.04KNew |
$167K - $235K
|
3.04K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
3.03KNew |
$167K - $234K
|
3.03K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.99KNew |
$164K - $231K
|
2.99K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.98KNew |
$164K - $231K
|
2.98K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.97KNew |
$163K - $229K
|
2.97K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.92KNew |
$160K - $226K
|
2.92K
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.92KNew |
$160K - $225K
|
2.92K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.89KNew |
$159K - $224K
|
2.89K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.89KNew |
$159K - $223K
|
2.89K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.88K+ 20.1% |
$158K - $223K
|
17.2K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.88KNew |
$158K - $223K
|
2.88K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.81K+ 2.93% |
$154K - $217K
|
98.7K
$7.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 30.49% |
$154K - $217K
|
12K
$944K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
2.68K+ 2.6% |
$148K - $208K
|
106K
$8.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$147K - $207K
|
2.68K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 1.63% |
$143K - $202K
|
163K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.58K+ 146.37% |
$142K - $200K
|
4.35K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 9.98% |
$138K - $195K
|
27.7K
$2.18M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.5K+ 67.51% |
$137K - $193K
|
6.2K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.44KNew |
$134K - $189K
|
2.44K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 11.67% |
$127K - $179K
|
22.1K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.15K+ 95.18% |
$118K - $166K
|
4.41K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.14K+ 18.39% |
$118K - $165K
|
13.8K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.03K+ 12.04% |
$112K - $157K
|
18.9K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$110K - $155K
|
5.92K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 3.3% |
$109K - $153K
|
61.8K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.9K+ 11.38% |
$104K - $147K
|
18.6K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.9KNew |
$104K - $147K
|
1.9K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87K+ 34.05% |
$103K - $144K
|
7.35K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 10.48% |
$102K - $144K
|
19.6K
$1.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.86K+ 11.38% |
$102K - $144K
|
18.2K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 4.52% |
$99.7K - $140K
|
42K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.8K+ 4.74% |
$99.1K - $139K
|
39.9K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.79K+ 2.48% |
$98.5K - $139K
|
74.2K
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$3.21M
|