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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
3.35KNew |
$258K - $286K
|
3.35K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.35KNew |
$258K - $286K
|
3.35K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
3.33K+ 152.15% |
$257K - $284K
|
5.52K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.3K+ 4.29% |
$255K - $281K
|
80.2K
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.28KNew |
$252K - $279K
|
3.28K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.26K+ 22.25% |
$251K - $278K
|
17.9K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.25K+ 4.72% |
$250K - $277K
|
72.1K
$6.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
3.24K+ 32.81% |
$249K - $276K
|
13.1K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.21K+ 22.89% |
$247K - $273K
|
17.2K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.18KNew |
$245K - $271K
|
3.18K
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.15K+ 22.32% |
$243K - $269K
|
17.3K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
3.13KNew |
$241K - $266K
|
3.13K
$261K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
3.09K+ 3.35% |
$238K - $263K
|
95.1K
$7.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.06K+ 70.12% |
$236K - $261K
|
7.42K
$619K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
BUY
|
- |
3.05K+ 7.07% |
$235K - $260K
|
46.2K
$3.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
3.02KNew |
$233K - $258K
|
3.02K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.02K+ 1.63% |
$233K - $257K
|
189K
$15.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.01KNew |
$232K - $256K
|
3.01K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.99KNew |
$230K - $255K
|
2.99K
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.94KNew |
$226K - $250K
|
2.94K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 1.76% |
$223K - $246K
|
167K
$13.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
2.87KNew |
$221K - $244K
|
2.87K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.83KNew |
$218K - $241K
|
2.83K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.8K+ 5.32% |
$216K - $239K
|
55.5K
$4.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.8KNew |
$216K - $239K
|
2.8K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.8KNew |
$216K - $238K
|
2.8K
$234K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
2.8KNew |
$216K - $238K
|
2.8K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.78K+ 63.53% |
$214K - $236K
|
7.14K
$596K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.73K+ 15.02% |
$210K - $233K
|
20.9K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.72K+ 37.44% |
$209K - $232K
|
9.98K
$833K
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.7KNew |
$208K - $230K
|
2.7K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.68KNew |
$206K - $228K
|
2.68K
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.68K+ 5.23% |
$206K - $228K
|
53.8K
$4.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.66K+ 66.71% |
$205K - $227K
|
6.65K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.64KNew |
$203K - $224K
|
2.64K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
2.63KNew |
$203K - $224K
|
2.63K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62K+ 15.05% |
$202K - $223K
|
20K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.62K+ 5.02% |
$202K - $223K
|
54.7K
$4.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.59K+ 0.59% |
$200K - $221K
|
443K
$36.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$214K
|
|
|
Nov 14, 2025
Q3 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
2.56KNew |
$197K - $218K
|
2.56K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.55K+ 17.42% |
$196K - $217K
|
17.2K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.55KNew |
$196K - $217K
|
2.55K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.54KNew |
$195K - $216K
|
2.54K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
2.53K+ 1.48% |
$195K - $215K
|
173K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$211K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.52K+ 28.55% |
$194K - $215K
|
11.4K
$947K
|
|