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 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
345+ 1.67% |
$17.8K - $21K
|
21K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
341+ 9.75% |
$17.6K - $20.8K
|
3.84K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
336+ 3.86% |
$17.3K - $20.5K
|
9.05K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
331+ 2.09% |
$17.1K - $20.2K
|
16.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
330+ 4.09% |
$17K - $20.1K
|
8.4K
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 1.32% |
$17K - $20.1K
|
25.2K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
327+ 9.28% |
$16.9K - $19.9K
|
3.85K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
320+ 2.85% |
$16.5K - $19.5K
|
11.6K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
313+ 0.1% |
$16.1K - $19.1K
|
307K
$22M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
313+ 0.7% |
$16.1K - $19.1K
|
45.2K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
311+ 4.67% |
$16K - $19K
|
6.98K
$499K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
311+ 1.29% |
$16K - $19K
|
24.5K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
311+ 4.44% |
$16K - $19K
|
7.32K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
306+ 3.77% |
$15.8K - $18.7K
|
8.42K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
305+ 8.27% |
$15.7K - $18.6K
|
3.99K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
304+ 10.09% |
$15.7K - $18.5K
|
3.32K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
303+ 0.3% |
$15.6K - $18.5K
|
101K
$7.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
302+ 7.39% |
$15.6K - $18.4K
|
4.39K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 30.0% |
$15.5K - $18.3K
|
1.3K
$93K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
295+ 6.91% |
$15.2K - $18K
|
4.56K
$327K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
295+ 8.02% |
$15.2K - $18K
|
3.98K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
292+ 0.31% |
$15.1K - $17.8K
|
93K
$6.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
282+ 28.2% |
$14.5K - $17.2K
|
1.28K
$91.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
281+ 1.33% |
$14.5K - $17.1K
|
21.3K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280+ 5.99% |
$14.4K - $17.1K
|
4.96K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
279+ 0.67% |
$14.4K - $17K
|
42K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
272+ 1.61% |
$14K - $16.6K
|
17.1K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
270+ 0.9% |
$13.9K - $16.5K
|
30.2K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
268+ 1.74% |
$13.8K - $16.3K
|
15.6K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
265+ 3.33% |
$13.7K - $16.2K
|
8.22K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 6.72% |
$13.4K - $15.8K
|
4.12K
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
257+ 1.07% |
$13.3K - $15.7K
|
24.3K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
251+ 3.89% |
$12.9K - $15.3K
|
6.71K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
245+ 4.55% |
$12.6K - $14.9K
|
5.64K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
244+ 0.66% |
$12.6K - $14.9K
|
37K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
242+ 1.29% |
$12.5K - $14.8K
|
19K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
235+ 0.42% |
$12.1K - $14.3K
|
56.8K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
231+ 2.15% |
$11.9K - $14.1K
|
11K
$785K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
228+ 1.58% |
$11.8K - $13.9K
|
14.7K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 3.79% |
$11.3K - $13.4K
|
6.02K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
212+ 23.56% |
$10.9K - $12.9K
|
1.11K
$79.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
210+ 2.04% |
$10.8K - $12.8K
|
10.5K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
204+ 24.55% |
$10.5K - $12.4K
|
1.04K
$74.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
203+ 31.42% |
$10.5K - $12.4K
|
849
$60.8K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
200+ 2.72% |
$10.3K - $12.2K
|
7.55K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
199+ 0.5% |
$10.3K - $12.1K
|
40K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
197+ 1.28% |
$10.2K - $12K
|
15.6K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
196+ 0.7% |
$10.1K - $12K
|
28.1K
$2.01M
|