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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
965+ 0.34% |
$74.4K - $82.2K
|
289K
$24.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
962+ 10.16% |
$74.1K - $81.9K
|
10.4K
$870K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
959+ 18.25% |
$73.9K - $81.7K
|
6.21K
$518K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
958+ 19.68% |
$73.8K - $81.6K
|
5.83K
$486K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
955+ 3.38% |
$73.6K - $81.3K
|
29.2K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
941+ 0.14% |
$72.5K - $80.1K
|
660K
$55.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
938+ 2.06% |
$72.3K - $79.9K
|
46.4K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
938+ 4.18% |
$72.3K - $79.9K
|
23.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
924+ 23.08% |
$71.2K - $78.7K
|
4.93K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
916+ 0.58% |
$70.6K - $78K
|
158K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
915+ 14.75% |
$70.5K - $77.9K
|
7.12K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
908+ 5.9% |
$70K - $77.3K
|
16.3K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
906New |
$69.8K - $77.2K
|
906
$75.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
893+ 6.98% |
$68.8K - $76K
|
13.7K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
892+ 2.87% |
$68.7K - $76K
|
32K
$2.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
889+ 7.53% |
$68.5K - $75.7K
|
12.7K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
887+ 25.8% |
$68.3K - $75.5K
|
4.33K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
886+ 3.77% |
$68.3K - $75.5K
|
24.4K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
886+ 28.84% |
$68.3K - $75.5K
|
3.96K
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
878+ 2.05% |
$67.6K - $74.8K
|
43.7K
$3.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
877+ 3.03% |
$67.6K - $74.7K
|
29.8K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
869+ 2.15% |
$67K - $74K
|
41.2K
$3.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
855+ 22.05% |
$65.9K - $72.8K
|
4.73K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
840+ 0.64% |
$64.7K - $71.5K
|
131K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
837+ 1.18% |
$64.5K - $71.3K
|
71.5K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
835+ 11.5% |
$64.3K - $71.1K
|
8.1K
$675K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
828+ 3.64% |
$63.8K - $70.5K
|
23.6K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
827+ 1.31% |
$63.7K - $70.4K
|
64K
$5.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
825New |
$63.6K - $70.3K
|
825
$68.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
805+ 4.86% |
$62K - $68.6K
|
17.4K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
800New |
$61.6K - $68.1K
|
800
$66.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
800+ 3.41% |
$61.6K - $68.1K
|
24.3K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
800+ 36.46% |
$61.6K - $68.1K
|
2.99K
$250K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
800New |
$61.6K - $68.1K
|
800
$66.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
766+ 24.37% |
$59K - $65.2K
|
3.91K
$326K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
751+ 4.41% |
$57.9K - $64K
|
17.8K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
747+ 23.84% |
$57.6K - $63.6K
|
3.88K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
744+ 12.51% |
$57.3K - $63.4K
|
6.69K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
741+ 0.27% |
$57.1K - $63.1K
|
275K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
740+ 0.57% |
$57K - $63K
|
131K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 71.15% |
$57K - $63K
|
1.78K
$148K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
729+ 0.14% |
$56.2K - $62.1K
|
533K
$44.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
717+ 20.74% |
$55.2K - $61.1K
|
4.17K
$348K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
712+ 8.27% |
$54.9K - $60.6K
|
9.33K
$778K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
710+ 3.53% |
$54.7K - $60.5K
|
20.8K
$1.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
708+ 17.17% |
$54.6K - $60.3K
|
4.83K
$403K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
704+ 1.38% |
$54.2K - $60K
|
51.6K
$4.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
700+ 5.26% |
$53.9K - $59.6K
|
14K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
694+ 11566.67% |
$53.5K - $59.1K
|
700
$58.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
691+ 17.11% |
$53.2K - $58.8K
|
4.73K
$394K
|
|