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 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.57KNew |
$390K - $462K
|
7.57K
$586K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7.53K+ 5.05% |
$389K - $459K
|
157K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.51K+ 19.64% |
$387K - $458K
|
45.8K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 2.28% |
$386K - $456K
|
336K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$385K - $455K
|
7.47K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.45K+ 67.2% |
$384K - $454K
|
18.5K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.42K+ 7.95% |
$383K - $453K
|
101K
$7.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
7.3K+ 7.54% |
$377K - $445K
|
104K
$8.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.28K+ 22.95% |
$375K - $444K
|
39K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.24K+ 5.68% |
$373K - $441K
|
135K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.18K+ 12.2% |
$370K - $438K
|
66.1K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
7.11K+ 13.47% |
$367K - $433K
|
59.9K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.11K+ 3.65% |
$366K - $433K
|
202K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.06KNew |
$364K - $431K
|
7.06K
$547K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.06KNew |
$364K - $430K
|
7.06K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.04KNew |
$363K - $429K
|
7.04K
$545K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.84K+ 18.42% |
$353K - $417K
|
44K
$3.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.84K+ 0.98% |
$353K - $417K
|
703K
$54.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.69K+ 5.62% |
$345K - $408K
|
126K
$9.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.67KNew |
$344K - $407K
|
6.67K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.63K+ 4.13% |
$342K - $404K
|
167K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
6.62K+ 74.35% |
$342K - $404K
|
15.5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.54K+ 14.36% |
$337K - $399K
|
52.1K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.53KNew |
$337K - $398K
|
6.53K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.47KNew |
$334K - $395K
|
6.47K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.43K+ 1.87% |
$332K - $392K
|
350K
$27.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.37K+ 10.26% |
$328K - $388K
|
68.4K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
6.33K+ 35.28% |
$326K - $386K
|
24.3K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.32K+ 6.99% |
$326K - $385K
|
96.7K
$7.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.26K+ 4.55% |
$323K - $382K
|
144K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.22K+ 7.23% |
$321K - $379K
|
92.3K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.19KNew |
$319K - $377K
|
6.19K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
6.11K+ 29.11% |
$315K - $373K
|
27.1K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.1K+ 3.14% |
$315K - $372K
|
201K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.09KNew |
$314K - $371K
|
6.09K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
6KNew |
$309K - $366K
|
6K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.95K+ 15.78% |
$307K - $363K
|
43.7K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.95K+ 4.48% |
$307K - $363K
|
139K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
5.9K+ 34.5% |
$304K - $360K
|
23K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.79K+ 45.98% |
$299K - $353K
|
18.4K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.7K+ 46.34% |
$294K - $348K
|
18K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.69KNew |
$293K - $347K
|
5.69K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.6K+ 45.02% |
$289K - $342K
|
18.1K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48KNew |
$283K - $334K
|
5.48K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.47KNew |
$282K - $334K
|
5.47K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.47KNew |
$282K - $334K
|
5.47K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.38KNew |
$278K - $328K
|
5.38K
$417K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.37K+ 47.81% |
$277K - $327K
|
16.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.35KNew |
$276K - $326K
|
5.35K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.29KNew |
$273K - $323K
|
5.29K
$410K
|