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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2K+ 0.99% |
$113K - $134K
|
224K
$16M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.17K+ 15.59% |
$112K - $132K
|
16.1K
$1.15M
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 2.92% |
$109K - $129K
|
74.6K
$5.34M
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 67.05% |
$109K - $129K
|
5.26K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.11KNew |
$109K - $128K
|
2.11K
$151K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.09KNew |
$108K - $127K
|
2.09K
$149K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.06K+ 6.89% |
$106K - $126K
|
32K
$2.29M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.03K+ 106.69% |
$104K - $123K
|
3.92K
$281K
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 10.25% |
$103K - $122K
|
21.5K
$1.54M
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$143K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 133.78% |
$103K - $122K
|
3.5K
$250K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2K+ 7.46% |
$103K - $122K
|
28.8K
$2.06M
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.99K+ 207.31% |
$102K - $121K
|
2.94K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.98K+ 10.11% |
$102K - $120K
|
21.5K
$1.54M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.97K+ 5.82% |
$101K - $120K
|
35.7K
$2.56M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.96K+ 8.8% |
$101K - $119K
|
24.2K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.9K+ 2.66% |
$97.8K - $116K
|
73.2K
$5.24M
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87K+ 8.53% |
$96.6K - $114K
|
23.8K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.86K+ 0.11% |
$95.8K - $113K
|
1.68M
$120M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2.37% |
$93.9K - $111K
|
78.7K
$5.63M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.78K+ 8.69% |
$91.6K - $108K
|
22.2K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.77K+ 29.83% |
$91.3K - $108K
|
7.71K
$552K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.76KNew |
$91K - $108K
|
1.76K
$126K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 20.67% |
$90.7K - $107K
|
10.3K
$735K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.75K+ 1.39% |
$90.3K - $107K
|
128K
$9.15M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.75K+ 11.09% |
$90.2K - $107K
|
17.5K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.73K+ 14.1% |
$89.1K - $105K
|
14K
$1M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 0.83% |
$87.4K - $103K
|
206K
$14.7M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.69K+ 17.04% |
$87.3K - $103K
|
11.6K
$832K
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.68K+ 21.17% |
$86.7K - $102K
|
9.61K
$688K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.68K+ 4.41% |
$86.4K - $102K
|
39.7K
$2.84M
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 35.27% |
$84K - $99.3K
|
6.25K
$447K
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.63K+ 17.02% |
$84K - $99.3K
|
11.2K
$801K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.62K+ 24.76% |
$83.4K - $98.5K
|
8.14K
$583K
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.6K+ 38.9% |
$82.4K - $97.4K
|
5.7K
$408K
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
1.58K+ 13.77% |
$81.7K - $96.6K
|
13.1K
$937K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.57K+ 1.79% |
$81K - $95.7K
|
89.4K
$6.4M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.52K+ 15.59% |
$78.2K - $92.4K
|
11.2K
$804K
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.5K+ 3.52% |
$77.4K - $91.5K
|
44.1K
$3.16M
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.5K+ 0.43% |
$77.2K - $91.2K
|
351K
$25.1M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 31.71% |
$77K - $91K
|
6.2K
$444K
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.49K+ 3.51% |
$77K - $91K
|
44.1K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 2.99% |
$76.3K - $90.2K
|
51K
$3.65M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.46K+ 4.71% |
$75.3K - $89K
|
32.5K
$2.32M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.43K+ 2.45% |
$74K - $87.4K
|
59.8K
$4.28M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.43KNew |
$73.8K - $87.2K
|
1.43K
$102K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.42KNew |
$73K - $86.3K
|
1.42K
$101K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.39K+ 9.11% |
$71.8K - $84.9K
|
16.7K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.39K+ 4.79% |
$71.7K - $84.8K
|
30.4K
$2.18M
|