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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
49+ 9.8% |
$3.78K - $4.17K
|
549
$45.8K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
48+ 36.92% |
$3.7K - $4.09K
|
178
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
47+ 1.47% |
$3.62K - $4K
|
3.25K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
46+ 0.55% |
$3.54K - $3.92K
|
8.37K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
44+ 1.06% |
$3.39K - $3.75K
|
4.2K
$350K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
42+ 11.76% |
$3.24K - $3.58K
|
399
$33.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
42+ 1.54% |
$3.24K - $3.58K
|
2.78K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
41+ 0.66% |
$3.16K - $3.49K
|
6.28K
$524K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
41+ 1.02% |
$3.16K - $3.49K
|
4.05K
$338K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 1.07% |
$3K - $3.32K
|
3.68K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
38+ 1.08% |
$2.93K - $3.24K
|
3.54K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
37+ 0.14% |
$2.85K - $3.15K
|
27.4K
$2.28M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
37+ 0.95% |
$2.85K - $3.15K
|
3.95K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
37+ 0.41% |
$2.85K - $3.15K
|
9.09K
$759K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
36+ 1.11% |
$2.77K - $3.07K
|
3.27K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
36+ 0.47% |
$2.77K - $3.07K
|
7.69K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36+ 0.52% |
$2.77K - $3.07K
|
6.93K
$578K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 1.01% |
$2.7K - $2.98K
|
3.51K
$293K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
34+ 0.24% |
$2.62K - $2.9K
|
14.2K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
33+ 0.11% |
$2.54K - $2.81K
|
31.4K
$2.62M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
33+ 0.76% |
$2.54K - $2.81K
|
4.4K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
32+ 0.67% |
$2.47K - $2.73K
|
4.81K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
32+ 0.52% |
$2.47K - $2.73K
|
6.19K
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
32+ 0.84% |
$2.47K - $2.73K
|
3.86K
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
31+ 2.5% |
$2.39K - $2.64K
|
1.27K
$106K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 0.1% |
$2.39K - $2.64K
|
30.9K
$2.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$2.59K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
29+ 0.98% |
$2.23K - $2.47K
|
2.98K
$248K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
28+ 103.7% |
$2.16K - $2.38K
|
55
$4.59K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25+ 0.74% |
$1.93K - $2.13K
|
3.42K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25+ 0.57% |
$1.93K - $2.13K
|
4.43K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
24New |
$1.85K - $2.04K
|
24
$2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.85K - $2.04K
|
5.17K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.67% |
$1.77K - $1.96K
|
3.47K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
23+ 3.58% |
$1.77K - $1.96K
|
666
$55.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
23+ 0.77% |
$1.77K - $1.96K
|
3K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
22+ 0.17% |
$1.7K - $1.87K
|
13.1K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
22+ 0.61% |
$1.7K - $1.87K
|
3.66K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
22+ 0.23% |
$1.7K - $1.87K
|
9.77K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22+ 0.49% |
$1.7K - $1.87K
|
4.5K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21+ 0.57% |
$1.62K - $1.79K
|
3.73K
$311K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.46% |
$1.62K - $1.79K
|
4.58K
$382K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
21+ 0.18% |
$1.62K - $1.79K
|
11.7K
$979K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.62K - $1.79K
|
29.7K
$2.48M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
20+ 0.12% |
$1.54K - $1.7K
|
17.2K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20+ 3.44% |
$1.54K - $1.7K
|
601
$50.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
20+ 0.23% |
$1.54K - $1.7K
|
8.56K
$714K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20+ 2.27% |
$1.54K - $1.7K
|
902
$75.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20+ 0.5% |
$1.54K - $1.7K
|
4.01K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
20New |
$1.54K - $1.7K
|
20
$1.67K
|
|