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 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 7.23% |
$11.5K - $16.2K
|
3.1K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 1.2% |
$10.4K - $14.6K
|
16K
$1.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
178+ 1.32% |
$9.79K - $13.8K
|
13.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
177+ 3.08% |
$9.73K - $13.7K
|
5.93K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 5.01% |
$9.62K - $13.5K
|
3.67K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 1.04% |
$9.62K - $13.5K
|
17K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 3.2% |
$9.35K - $13.1K
|
5.49K
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
167+ 3.6% |
$9.18K - $12.9K
|
4.81K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
158+ 0.3% |
$8.69K - $12.2K
|
52.6K
$4.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 2.92% |
$7.09K - $9.98K
|
4.54K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
123+ 183.58% |
$6.76K - $9.51K
|
190
$14.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
112+ 1.22% |
$6.16K - $8.66K
|
9.31K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$6.1K - $8.59K
|
9.35K
$725K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.1% |
$6.1K - $8.59K
|
5.4K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
108New |
$5.94K - $8.35K
|
108
$8.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105+ 2.03% |
$5.77K - $8.12K
|
5.28K
$410K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
91+ 0.68% |
$5K - $7.04K
|
13.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
86+ 1.26% |
$4.73K - $6.65K
|
6.93K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.78% |
$4.4K - $6.19K
|
10.3K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
73+ 0.57% |
$4.01K - $5.65K
|
12.9K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
57+ 1.6% |
$3.13K - $4.41K
|
3.61K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
55+ 0.82% |
$3.02K - $4.25K
|
6.75K
$524K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
53+ 0.39% |
$2.91K - $4.1K
|
13.8K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$2.8K - $3.94K
|
51
$3.95K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 1.2% |
$2.53K - $3.56K
|
3.88K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45+ 90.0% |
$2.47K - $3.48K
|
95
$7.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.4% |
$2.42K - $3.4K
|
11.1K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.51% |
$1.98K - $2.78K
|
7.15K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.39% |
$1.81K - $2.55K
|
8.39K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 4.03% |
$1.65K - $2.32K
|
774
$60K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.54% |
$1.48K - $2.09K
|
5K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 0.45% |
$1.21K - $1.7K
|
4.96K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22+ 0.36% |
$1.21K - $1.7K
|
6.08K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.49% |
$1.15K - $1.62K
|
4.28K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.55K
|
29.6K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$990 - $1.39K
|
12.9K
$998K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.51% |
$935 - $1.31K
|
3.32K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$660 - $928
|
4.26K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9+ 0.08% |
$495 - $696
|
11.4K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.14% |
$330 - $464
|
4.33K
$336K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.48% |
$330 - $464
|
1.27K
$98.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$275 - $387
|
5
$388
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.37K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$220 - $309
|
17.6K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.33% |
$220 - $309
|
1.2K
$93.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.06% |
$220 - $309
|
6.21K
$481K
|