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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
2KNew |
$154K - $170K
|
2K
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.98K+ 14.16% |
$152K - $168K
|
15.9K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.97K+ 61.62% |
$151K - $167K
|
5.15K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.94K+ 19.9% |
$149K - $165K
|
11.7K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.91K+ 2.32% |
$147K - $163K
|
84.3K
$7.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.9K+ 55.88% |
$146K - $162K
|
5.3K
$442K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.9K+ 8.44% |
$146K - $162K
|
24.4K
$2.03M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1.85K+ 7.74% |
$142K - $157K
|
25.7K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.85K+ 5.14% |
$142K - $157K
|
37.8K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.84K+ 10.21% |
$142K - $157K
|
19.8K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
1.81KNew |
$139K - $154K
|
1.81K
$151K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.81K+ 37.72% |
$139K - $154K
|
6.61K
$551K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.81K+ 27.01% |
$139K - $154K
|
8.5K
$709K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.81K+ 28.46% |
$139K - $154K
|
8.15K
$680K
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.8KNew |
$139K - $153K
|
1.8K
$150K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.74KNew |
$134K - $148K
|
1.74K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.73K+ 8.45% |
$134K - $148K
|
22.2K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.73K+ 20.46% |
$133K - $147K
|
10.2K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.72K+ 16.69% |
$133K - $147K
|
12.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 8.95% |
$129K - $143K
|
20.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.67K+ 17.85% |
$129K - $142K
|
11K
$919K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.66K+ 11.61% |
$128K - $141K
|
16K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 63.62% |
$127K - $140K
|
4.24K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.62K+ 22.61% |
$125K - $138K
|
8.78K
$732K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.6K+ 3.94% |
$123K - $136K
|
42.3K
$3.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
1.6KNew |
$123K - $136K
|
1.6K
$133K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 2.37% |
$122K - $135K
|
68.5K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.58K+ 31.93% |
$122K - $134K
|
6.52K
$544K
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.56K+ 3.13% |
$120K - $133K
|
51.5K
$4.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.54K+ 1059.31% |
$118K - $131K
|
1.68K
$140K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.51K+ 1.91% |
$116K - $129K
|
80.5K
$6.71M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.51K+ 2.48% |
$116K - $128K
|
62.1K
$5.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.5K+ 31.24% |
$116K - $128K
|
6.3K
$526K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.5K+ 2.14% |
$115K - $127K
|
71.6K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.49K+ 100.27% |
$115K - $127K
|
2.97K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 46.68% |
$113K - $125K
|
4.62K
$386K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.47K+ 2.98% |
$113K - $125K
|
50.6K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.46K+ 18.66% |
$112K - $124K
|
9.27K
$773K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.46K+ 5.72% |
$112K - $124K
|
26.9K
$2.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 8.72% |
$112K - $124K
|
18.1K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 5.12% |
$111K - $122K
|
29.5K
$2.46M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.43K+ 49.97% |
$110K - $122K
|
4.29K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 11.33% |
$110K - $121K
|
14K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 5438.46% |
$109K - $120K
|
1.44K
$120K
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.41K+ 22.44% |
$109K - $120K
|
7.69K
$642K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.4K+ 3.32% |
$108K - $119K
|
43.6K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 3.78% |
$108K - $119K
|
38.5K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.4K+ 6.17% |
$108K - $119K
|
24.1K
$2.01M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.4K+ 1.77% |
$108K - $119K
|
80.2K
$6.69M
|
|