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 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 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
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
691+ 1.05% |
$53.2K - $58.8K
|
66.5K
$5.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
688New |
$53K - $58.6K
|
688
$57.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
683+ 13.99% |
$52.6K - $58.2K
|
5.56K
$464K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
674+ 19.31% |
$51.9K - $57.4K
|
4.17K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
670+ 5.16% |
$51.6K - $57.1K
|
13.7K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
658+ 1.52% |
$50.7K - $56K
|
43.9K
$3.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
656+ 10.77% |
$50.5K - $55.9K
|
6.75K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
654+ 1.92% |
$50.4K - $55.7K
|
34.8K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
652+ 7.21% |
$50.2K - $55.5K
|
9.69K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
650+ 3.75% |
$50.1K - $55.4K
|
18K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
641+ 45.59% |
$49.4K - $54.6K
|
2.05K
$171K
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
632+ 22.24% |
$48.7K - $53.8K
|
3.47K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
630+ 9.08% |
$48.5K - $53.7K
|
7.57K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
626+ 10.46% |
$48.2K - $53.3K
|
6.61K
$552K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
626+ 2.03% |
$48.2K - $53.3K
|
31.5K
$2.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
626+ 0.99% |
$48.2K - $53.3K
|
64.2K
$5.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
624+ 0.77% |
$48.1K - $53.1K
|
81.6K
$6.81M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
621+ 1.55% |
$47.8K - $52.9K
|
40.7K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
613+ 14.29% |
$47.2K - $52.2K
|
4.9K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
612+ 18.93% |
$47.2K - $52.1K
|
3.85K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
608+ 2.95% |
$46.8K - $51.8K
|
21.2K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
603+ 23.15% |
$46.5K - $51.4K
|
3.21K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
599+ 6.62% |
$46.2K - $51K
|
9.64K
$804K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
599+ 2.4% |
$46.2K - $51K
|
25.6K
$2.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
594+ 3.52% |
$45.8K - $50.6K
|
17.5K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
580+ 4.82% |
$44.7K - $49.4K
|
12.6K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
578New |
$44.5K - $49.2K
|
578
$48.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
578+ 9.14% |
$44.5K - $49.2K
|
6.9K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
575+ 16.58% |
$44.3K - $49K
|
4.04K
$337K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
574+ 6.07% |
$44.2K - $48.9K
|
10K
$836K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
572+ 16.14% |
$44.1K - $48.7K
|
4.12K
$343K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
BUY
|
- |
570+ 6.91% |
$43.9K - $48.5K
|
8.82K
$736K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
567+ 3.19% |
$43.7K - $48.3K
|
18.3K
$1.53M
|
|