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 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$344K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
569+ 0.6% |
$29.3K - $34.7K
|
94.7K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
566+ 3.58% |
$29.2K - $34.5K
|
16.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
564+ 1.28% |
$29.1K - $34.4K
|
44.7K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
564+ 1.51% |
$29.1K - $34.4K
|
38K
$2.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
560+ 27.45% |
$28.9K - $34.1K
|
2.6K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
556+ 5.92% |
$28.7K - $33.9K
|
9.94K
$712K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
553+ 3.99% |
$28.5K - $33.7K
|
14.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
545+ 0.61% |
$28.1K - $33.2K
|
90.6K
$6.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
540+ 9.73% |
$27.9K - $32.9K
|
6.09K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
535+ 6.05% |
$27.6K - $32.6K
|
9.37K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
520New |
$26.8K - $31.7K
|
520
$37.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
520+ 2.18% |
$26.8K - $31.7K
|
24.4K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
513+ 0.02% |
$26.5K - $31.3K
|
2.31M
$166M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
507+ 12.86% |
$26.2K - $30.9K
|
4.45K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
503+ 6.07% |
$25.9K - $30.7K
|
8.79K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$35.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
495+ 21.73% |
$25.5K - $30.2K
|
2.77K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
487+ 2.14% |
$25.1K - $29.7K
|
23.2K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
481+ 2.71% |
$24.8K - $29.3K
|
18.3K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
475+ 3.07% |
$24.5K - $29K
|
16K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
462+ 4.92% |
$23.8K - $28.2K
|
9.85K
$705K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
455+ 7.62% |
$23.5K - $27.7K
|
6.43K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
450+ 1.57% |
$23.2K - $27.4K
|
29.2K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
446+ 3.63% |
$23K - $27.2K
|
12.7K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
440+ 10.58% |
$22.7K - $26.8K
|
4.6K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 30.2% |
$22.7K - $26.8K
|
1.9K
$136K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
440+ 9.28% |
$22.7K - $26.8K
|
5.18K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439+ 4.5% |
$22.6K - $26.8K
|
10.2K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
439+ 9.97% |
$22.6K - $26.8K
|
4.84K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
426+ 5.29% |
$22K - $26K
|
8.49K
$607K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 2.81% |
$21.9K - $25.9K
|
15.5K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$30.3K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
424+ 0.18% |
$21.9K - $25.9K
|
237K
$17M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416+ 39.62% |
$21.5K - $25.4K
|
1.47K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
415+ 4.16% |
$21.4K - $25.3K
|
10.4K
$743K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
413+ 6.61% |
$21.3K - $25.2K
|
6.66K
$477K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
410+ 2.41% |
$21.1K - $25K
|
17.4K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
402+ 0.71% |
$20.7K - $24.5K
|
57K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$28.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
399+ 8.21% |
$20.6K - $24.3K
|
5.26K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
397+ 0.87% |
$20.5K - $24.2K
|
45.9K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
396+ 46.98% |
$20.4K - $24.1K
|
1.24K
$88.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.62% |
$20.1K - $23.8K
|
24.4K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
380New |
$19.6K - $23.2K
|
380
$27.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
378+ 6.89% |
$19.5K - $23K
|
5.87K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
375+ 9.73% |
$19.3K - $22.9K
|
4.23K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
373+ 2.0% |
$19.2K - $22.7K
|
19K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
345+ 0.54% |
$17.8K - $21K
|
64.1K
$4.59M
|