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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.46KNew |
$191K - $215K
|
2.46K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.39KNew |
$185K - $208K
|
2.39K
$199K
|
|
|
Jan 07, 2026
Q4 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
2.37KNew |
$184K - $207K
|
2.37K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.37K+ 9.57% |
$184K - $207K
|
27.1K
$2.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.36KNew |
$183K - $206K
|
2.36K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.33KNew |
$181K - $204K
|
2.33K
$195K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.3KNew |
$179K - $201K
|
2.3K
$192K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.27KNew |
$176K - $198K
|
2.27K
$189K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.22KNew |
$172K - $194K
|
2.22K
$185K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.21KNew |
$172K - $193K
|
2.21K
$185K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.21K+ 3.95% |
$171K - $192K
|
58K
$4.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.18KNew |
$170K - $191K
|
2.18K
$182K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.18KNew |
$169K - $190K
|
2.18K
$182K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.16KNew |
$168K - $189K
|
2.16K
$180K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.11K+ 78.11% |
$163K - $184K
|
4.8K
$400K
|
|
|
Jan 07, 2026
Q4 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
2.09K+ 0.38% |
$162K - $182K
|
555K
$46.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.77K+ 20.24% |
$137K - $154K
|
10.5K
$876K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.57K+ 4.86% |
$122K - $137K
|
33.8K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.56K+ 28.61% |
$121K - $136K
|
6.99K
$583K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 3.96% |
$120K - $135K
|
40.6K
$3.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.26K+ 50.48% |
$97.8K - $110K
|
3.76K
$313K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.22K+ 31.09% |
$94.5K - $106K
|
5.14K
$428K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
1.16K+ 7.85% |
$89.8K - $101K
|
15.9K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.04K+ 7.32% |
$80.4K - $90.4K
|
15.2K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
982+ 6.81% |
$76.2K - $85.7K
|
15.4K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
968+ 31.57% |
$75.1K - $84.5K
|
4.03K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
954+ 0.54% |
$74K - $83.3K
|
178K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
919+ 30.95% |
$71.3K - $80.2K
|
3.89K
$324K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
919+ 18.01% |
$71.3K - $80.2K
|
6.02K
$502K
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
868+ 2.36% |
$67.4K - $75.8K
|
37.6K
$3.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
854+ 11.76% |
$66.3K - $74.6K
|
8.12K
$677K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
845+ 0.87% |
$65.6K - $73.8K
|
98.4K
$8.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
818+ 14.21% |
$63.5K - $71.4K
|
6.58K
$549K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
817+ 8.93% |
$63.4K - $71.3K
|
9.97K
$831K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
803+ 6.06% |
$62.3K - $70.1K
|
14.1K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
798+ 7.48% |
$61.9K - $69.7K
|
11.5K
$957K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
777+ 1.5% |
$60.3K - $67.8K
|
52.5K
$4.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
661New |
$51.3K - $57.7K
|
661
$55.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
645+ 22.69% |
$50.1K - $56.3K
|
3.49K
$291K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
623+ 26.06% |
$48.4K - $54.4K
|
3.01K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
614+ 9.57% |
$47.7K - $53.6K
|
7.03K
$587K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
570+ 9.16% |
$44.2K - $49.8K
|
6.8K
$567K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565+ 4.64% |
$43.9K - $49.3K
|
12.7K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
550+ 10.12% |
$42.7K - $48K
|
5.99K
$499K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
508New |
$39.4K - $44.3K
|
508
$42.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
492+ 5.99% |
$38.2K - $43K
|
8.7K
$726K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
475+ 4.6% |
$36.9K - $41.5K
|
10.8K
$902K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
472+ 0.63% |
$36.6K - $41.2K
|
75.4K
$6.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
463+ 16.51% |
$35.9K - $40.4K
|
3.27K
$273K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
457+ 6.58% |
$35.5K - $39.9K
|
7.4K
$617K
|
|