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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.75KNew |
$316K - $445K
|
5.75K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.73K+ 54.43% |
$315K - $444K
|
16.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.72K+ 14.93% |
$314K - $442K
|
44K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 1.86% |
$314K - $442K
|
313K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.7K+ 11.48% |
$314K - $441K
|
55.4K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.68K+ 5.1% |
$312K - $439K
|
117K
$7.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.62K+ 127.39% |
$309K - $435K
|
10K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.61K+ 21.3% |
$309K - $434K
|
32K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.55KNew |
$305K - $430K
|
5.55K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.5K+ 7.29% |
$302K - $425K
|
80.9K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$300K - $422K
|
5.45K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.43KNew |
$298K - $420K
|
5.43K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$296K - $416K
|
5.38K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.33KNew |
$293K - $412K
|
5.33K
$336K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.22K+ 7.89% |
$287K - $404K
|
71.4K
$4.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 27.49% |
$287K - $404K
|
24.2K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.22K+ 4.16% |
$287K - $403K
|
131K
$8.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17KNew |
$284K - $400K
|
5.17K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
5.17KNew |
$284K - $400K
|
5.17K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
5.12KNew |
$282K - $396K
|
5.12K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 19.81% |
$282K - $396K
|
31K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.07KNew |
$279K - $392K
|
5.07K
$320K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.06KNew |
$278K - $391K
|
5.06K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.03K+ 12.18% |
$277K - $389K
|
46.3K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.01KNew |
$276K - $388K
|
5.01K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
5K+ 2.98% |
$275K - $387K
|
173K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.96K+ 19.96% |
$272K - $383K
|
29.8K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
4.91K+ 54.14% |
$270K - $380K
|
14K
$883K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.9KNew |
$270K - $379K
|
4.9K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87K+ 6.62% |
$267K - $376K
|
78.4K
$4.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.86K+ 77.48% |
$267K - $376K
|
11.1K
$702K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.81K+ 47.16% |
$265K - $372K
|
15K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.8KNew |
$264K - $372K
|
4.8K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.8K+ 46.77% |
$264K - $371K
|
15.1K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
4.8KNew |
$264K - $371K
|
4.8K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.75KNew |
$261K - $368K
|
4.75K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.75K+ 4.91% |
$261K - $367K
|
101K
$6.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.72KNew |
$260K - $365K
|
4.72K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.72KNew |
$259K - $365K
|
4.72K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.7KNew |
$259K - $364K
|
4.7K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.68K+ 0.35% |
$257K - $362K
|
1.35M
$85.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.68K+ 30.89% |
$257K - $362K
|
19.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.62K+ 166.43% |
$254K - $357K
|
7.39K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.58K+ 9.04% |
$252K - $354K
|
55.2K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.48K+ 6.55% |
$246K - $347K
|
72.9K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.46K+ 9.23% |
$245K - $345K
|
52.8K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44KNew |
$244K - $343K
|
4.44K
$280K
|