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 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$457K - $643K
|
8.32K
$603K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.31K+ 9.49% |
$457K - $643K
|
95.9K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
8.3KNew |
$456K - $642K
|
8.3K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
8.2KNew |
$451K - $634K
|
8.2K
$594K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.05KNew |
$442K - $622K
|
8.05K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.98K+ 32.59% |
$439K - $617K
|
32.5K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.96K+ 1.8% |
$438K - $616K
|
450K
$32.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.95K+ 13.68% |
$437K - $615K
|
66.1K
$4.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
7.95KNew |
$437K - $615K
|
7.95K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.95K+ 33.95% |
$437K - $615K
|
31.4K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 2.05% |
$435K - $613K
|
394K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.89K+ 165.26% |
$434K - $611K
|
12.7K
$919K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7.85KNew |
$432K - $607K
|
7.85K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.82K+ 38.21% |
$430K - $605K
|
28.3K
$2.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.79K+ 19.13% |
$428K - $603K
|
48.5K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
7.69K+ 0.2% |
$423K - $595K
|
3.85M
$280M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
7.57KNew |
$416K - $585K
|
7.57K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.54KNew |
$415K - $583K
|
7.54K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
7.49KNew |
$412K - $579K
|
7.49K
$543K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$410K - $576K
|
7.45K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.43K+ 101.53% |
$409K - $575K
|
14.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.39KNew |
$406K - $571K
|
7.39K
$536K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7.33KNew |
$403K - $567K
|
7.33K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.31K+ 41.78% |
$402K - $565K
|
24.8K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.29K+ 13.99% |
$401K - $564K
|
59.4K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.28K+ 4.49% |
$400K - $563K
|
169K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
7.28KNew |
$400K - $563K
|
7.28K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.24KNew |
$398K - $560K
|
7.24K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 29.35% |
$397K - $558K
|
31.8K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.21K+ 15.03% |
$396K - $558K
|
55.2K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.14K+ 14.64% |
$393K - $552K
|
55.9K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.13K+ 19.07% |
$392K - $552K
|
44.5K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 94.41% |
$388K - $545K
|
14.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
6.94K+ 3.42% |
$381K - $536K
|
210K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.92K+ 12.34% |
$381K - $535K
|
63K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.85K+ 11.26% |
$377K - $530K
|
67.7K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.85K+ 3.8% |
$377K - $530K
|
187K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.76KNew |
$372K - $523K
|
6.76K
$491K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.75KNew |
$371K - $522K
|
6.75K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.67K+ 4.02% |
$367K - $516K
|
172K
$12.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.66KNew |
$366K - $515K
|
6.66K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56KNew |
$361K - $507K
|
6.56K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.52K+ 103.05% |
$358K - $504K
|
12.8K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$357K - $502K
|
6.5K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.49KNew |
$357K - $502K
|
6.49K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.47KNew |
$356K - $500K
|
6.47K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.4K+ 20.38% |
$352K - $495K
|
37.8K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
6.4K+ 5.28% |
$352K - $495K
|
128K
$9.25M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.38K+ 31.86% |
$351K - $493K
|
26.4K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.28K+ 18.27% |
$345K - $486K
|
40.7K
$2.95M
|