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 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.45K+ 8.46% |
$178K - $210K
|
44.3K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.4K+ 4.04% |
$175K - $207K
|
87.5K
$6.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.34K+ 45.41% |
$172K - $204K
|
10.7K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.34K+ 6.88% |
$172K - $204K
|
51.9K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.33K+ 44.45% |
$172K - $203K
|
10.8K
$775K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.33K+ 21.27% |
$172K - $203K
|
19K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.32K+ 7.44% |
$171K - $202K
|
48K
$3.43M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.29K+ 1.92% |
$170K - $201K
|
174K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 51.72% |
$169K - $200K
|
9.64K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.27K+ 75.5% |
$169K - $199K
|
7.6K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.24K+ 0.26% |
$167K - $198K
|
1.24M
$88.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.24KNew |
$167K - $198K
|
3.24K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.23K+ 19.48% |
$167K - $197K
|
19.8K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.17K+ 48.04% |
$163K - $193K
|
9.76K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 16.32% |
$163K - $192K
|
22.5K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.14KNew |
$162K - $192K
|
3.14K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.12KNew |
$161K - $190K
|
3.12K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
BUY
|
- |
3.06KNew |
$158K - $186K
|
3.06K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.03KNew |
$156K - $185K
|
3.03K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02K+ 13.82% |
$156K - $184K
|
24.8K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 2.48% |
$155K - $183K
|
124K
$8.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.95K+ 6.95% |
$152K - $180K
|
45.4K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.94K+ 44.52% |
$152K - $179K
|
9.54K
$683K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 8.77% |
$146K - $173K
|
35.1K
$2.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.82KNew |
$146K - $172K
|
2.82K
$202K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.81K+ 11.33% |
$145K - $171K
|
27.6K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.79K+ 61.33% |
$144K - $170K
|
7.33K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.78K+ 1.94% |
$143K - $169K
|
146K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.67K+ 55.45% |
$138K - $163K
|
7.49K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.64K+ 13.72% |
$136K - $161K
|
21.9K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 13.17% |
$135K - $159K
|
22.5K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.45% |
$134K - $159K
|
580K
$41.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.48K+ 65.59% |
$128K - $151K
|
6.27K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.46K+ 6.49% |
$127K - $150K
|
40.4K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 6.83% |
$125K - $148K
|
38.1K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.42K+ 44.9% |
$125K - $148K
|
7.82K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.4K+ 120.0% |
$124K - $146K
|
4.4K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39K+ 8.15% |
$123K - $146K
|
31.7K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$121K - $143K
|
2.34K
$168K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34K+ 4.94% |
$121K - $142K
|
49.7K
$3.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.25K+ 57.83% |
$116K - $137K
|
6.14K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.24K+ 41.52% |
$116K - $137K
|
7.65K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.24K+ 25.9% |
$116K - $137K
|
10.9K
$780K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.23K+ 1.79% |
$115K - $136K
|
127K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.22K+ 55.15% |
$114K - $135K
|
6.24K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.22K+ 23.68% |
$114K - $135K
|
11.6K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
2.2KNew |
$113K - $134K
|
2.2K
$157K
|