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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
843+ 84.3% |
$51.4K - $67.5K
|
1.84K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
826+ 13.98% |
$50.4K - $66.2K
|
6.74K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 1.59% |
$48.8K - $64.1K
|
51.2K
$4.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
702New |
$42.8K - $56.2K
|
702
$58.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
701+ 21.44% |
$42.7K - $56.2K
|
3.97K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
697+ 6.89% |
$42.5K - $55.8K
|
10.8K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
609+ 12.0% |
$37.1K - $48.8K
|
5.68K
$474K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
588New |
$35.9K - $47.1K
|
588
$49.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
575+ 5.66% |
$35.1K - $46.1K
|
10.7K
$896K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
556+ 27.8% |
$33.9K - $44.5K
|
2.56K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
545+ 7.62% |
$33.2K - $43.7K
|
7.7K
$642K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$32.4K - $42.6K
|
532
$44.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
521+ 7.57% |
$31.8K - $41.7K
|
7.41K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
468+ 14.67% |
$28.5K - $37.5K
|
3.66K
$305K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
451+ 184.84% |
$27.5K - $36.1K
|
695
$58K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
426+ 1.91% |
$26K - $34.1K
|
22.8K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
419+ 6.99% |
$25.6K - $33.6K
|
6.42K
$535K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 4.62% |
$24.4K - $32K
|
9.07K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
387New |
$23.6K - $31K
|
387
$32.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
357+ 0.5% |
$21.8K - $28.6K
|
71.9K
$6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
339New |
$20.7K - $27.2K
|
339
$28.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
316New |
$19.3K - $25.3K
|
316
$26.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
300+ 6.67% |
$18.3K - $24K
|
4.8K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
279+ 18.49% |
$17K - $22.4K
|
1.79K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
270+ 7.3% |
$16.5K - $21.6K
|
3.97K
$331K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
262+ 4.83% |
$16K - $21K
|
5.69K
$474K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
258+ 68.44% |
$15.7K - $20.7K
|
635
$53K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
235+ 1.79% |
$14.3K - $18.8K
|
13.4K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
230+ 0.67% |
$14K - $18.4K
|
34.5K
$2.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$577K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
197New |
$12K - $15.8K
|
197
$16.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$11.6K - $15.2K
|
190
$15.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
172New |
$10.5K - $13.8K
|
172
$14.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
157+ 12.71% |
$9.57K - $12.6K
|
1.39K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
142+ 4.94% |
$8.66K - $11.4K
|
3.01K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.78% |
$8.66K - $11.4K
|
5.25K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
138+ 3.05% |
$8.42K - $11.1K
|
4.66K
$388K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
136New |
$8.29K - $10.9K
|
136
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
134+ 3.65% |
$8.17K - $10.7K
|
3.81K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
122New |
$7.44K - $9.77K
|
122
$10.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$348K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116+ 41.43% |
$7.07K - $9.29K
|
396
$33K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
107New |
$6.52K - $8.57K
|
107
$8.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100+ 1.03% |
$6.1K - $8.01K
|
9.8K
$818K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 20.96% |
$6.1K - $8.01K
|
577
$48.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
93New |
$5.67K - $7.45K
|
93
$7.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.05M
|
|