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 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.51K+ 11.88% |
$138K - $194K
|
23.6K
$1.49M
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.5K+ 1.41% |
$137K - $193K
|
180K
$11.3M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.5K+ 67.51% |
$137K - $193K
|
6.2K
$391K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.46K+ 6.16% |
$135K - $191K
|
42.5K
$2.68M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.44KNew |
$134K - $189K
|
2.44K
$154K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37KNew |
$130K - $183K
|
2.37K
$149K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 11.67% |
$127K - $179K
|
22.1K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
2.22K+ 1.48% |
$122K - $172K
|
153K
$9.64M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.2K+ 38.47% |
$121K - $170K
|
7.92K
$500K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.19KNew |
$120K - $169K
|
2.19K
$138K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.18K+ 13.5% |
$120K - $169K
|
18.4K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.18K+ 33.42% |
$120K - $168K
|
8.69K
$548K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.17K+ 26.13% |
$119K - $168K
|
10.5K
$662K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.16K+ 1.07% |
$119K - $167K
|
205K
$12.9M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.15K+ 95.18% |
$118K - $166K
|
4.41K
$278K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1.07% |
$117K - $164K
|
200K
$12.6M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.1K+ 49.45% |
$116K - $163K
|
6.36K
$401K
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.08K+ 9.92% |
$114K - $161K
|
23.1K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.08K+ 6.01% |
$114K - $161K
|
36.7K
$2.32M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.06K+ 2.82% |
$113K - $160K
|
75.3K
$4.75M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.03K+ 12.04% |
$112K - $157K
|
18.9K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 0.96% |
$111K - $156K
|
212K
$13.4M
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.01K+ 5.27% |
$110K - $155K
|
40.1K
$2.53M
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$110K - $155K
|
5.92K
$374K
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
2K+ 56.34% |
$110K - $155K
|
5.55K
$350K
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2K+ 26.18% |
$110K - $155K
|
9.64K
$608K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 3.3% |
$109K - $153K
|
61.8K
$3.9M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.9KNew |
$104K - $147K
|
1.9K
$120K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 10.48% |
$102K - $144K
|
19.6K
$1.24M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.86K+ 11.38% |
$102K - $144K
|
18.2K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.84K+ 0.08% |
$101K - $142K
|
2.35M
$148M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 4.52% |
$99.7K - $140K
|
42K
$2.65M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.8K+ 4.74% |
$99.1K - $139K
|
39.9K
$2.51M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.79K+ 2.48% |
$98.5K - $139K
|
74.2K
$4.68M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.79K+ 41.65% |
$98.4K - $138K
|
6.09K
$384K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.46M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$3.33M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$2.57M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.73KNew |
$95.1K - $134K
|
1.73K
$109K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.73K+ 10.82% |
$94.9K - $134K
|
17.7K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 3.71% |
$93.7K - $132K
|
47.6K
$3M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.66KNew |
$91.5K - $129K
|
1.66K
$105K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 4.09% |
$89.2K - $125K
|
41.3K
$2.61M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.61K+ 8.67% |
$88.4K - $124K
|
20.1K
$1.27M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.61K+ 20.83% |
$88.2K - $124K
|
9.31K
$588K
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.6K+ 0.05% |
$88K - $124K
|
3.05M
$192M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
1.6KNew |
$88K - $124K
|
1.6K
$101K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 17.4% |
$86.4K - $122K
|
10.6K
$669K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 40.86% |
$86.3K - $121K
|
5.41K
$341K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.56KNew |
$86K - $121K
|
1.56K
$98.7K
|