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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.4K+ 62.35% |
$1.4M - $1.97M
|
66.2K
$5.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.4K+ 15.03% |
$1.39M - $1.96M
|
194K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
25.1K+ 129.86% |
$1.38M - $1.94M
|
44.5K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
23.6KNew |
$1.3M - $1.82M
|
23.6K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23K+ 5.95% |
$1.27M - $1.78M
|
410K
$32.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
22.3KNew |
$1.23M - $1.73M
|
22.3K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
22KNew |
$1.21M - $1.7M
|
22K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.7KNew |
$1.19M - $1.68M
|
21.7K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.8K+ 25.03% |
$1.09M - $1.53M
|
98.7K
$7.78M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$1.07M - $1.5M
|
19.4K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18.4KNew |
$1.01M - $1.42M
|
18.4K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.2K+ 206.6% |
$948K - $1.33M
|
25.6K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.7K+ 3.82% |
$863K - $1.21M
|
426K
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.5K+ 19.44% |
$851K - $1.2M
|
95.1K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
14.7KNew |
$810K - $1.14M
|
14.7K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
14.6KNew |
$804K - $1.13M
|
14.6K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
14.5K+ 153.76% |
$799K - $1.12M
|
24K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 13.61% |
$796K - $1.12M
|
121K
$9.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 65.99% |
$769K - $1.08M
|
35.2K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 1.23% |
$760K - $1.07M
|
1.14M
$89.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 8.54% |
$736K - $1.04M
|
170K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 5.88% |
$731K - $1.03M
|
240K
$18.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.6K+ 12.5% |
$693K - $975K
|
113K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 56.82% |
$677K - $953K
|
34K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 3.84% |
$667K - $938K
|
328K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$663K - $933K
|
12.1K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12KNew |
$660K - $928K
|
12K
$946K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.8K+ 21.03% |
$651K - $916K
|
68.2K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 45.49% |
$635K - $893K
|
36.9K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.5KNew |
$631K - $888K
|
11.5K
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.5KNew |
$630K - $887K
|
11.5K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
PUT |
10.8KNew |
$594K - $835K
|
10.8K
$851K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$589K - $828K
|
83.7K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10.7K+ 8.7% |
$588K - $828K
|
134K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 12.61% |
$580K - $816K
|
94.2K
$7.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
CALL |
10.4KNew |
$572K - $804K
|
10.4K
$820K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.1K+ 41.64% |
$557K - $784K
|
34.5K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.1K+ 16.66% |
$553K - $778K
|
70.4K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10K+ 65.25% |
$551K - $775K
|
25.4K
$2M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.82K+ 41.6% |
$540K - $759K
|
33.4K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
9.61KNew |
$528K - $743K
|
9.61K
$757K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$495K - $696K
|
9K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
8.83K+ 116.89% |
$485K - $683K
|
16.4K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$457K - $643K
|
8.32K
$655K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.31K+ 9.49% |
$457K - $643K
|
95.9K
$7.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
8.3KNew |
$456K - $642K
|
8.3K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.95K+ 13.68% |
$437K - $615K
|
66.1K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.95K+ 33.95% |
$437K - $615K
|
31.4K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 2.05% |
$435K - $613K
|
394K
$31.1M
|