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
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 17.35% |
$10.1K - $12K
|
1.33K
$94.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
194+ 0.92% |
$10K - $11.8K
|
21.4K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
191+ 3.83% |
$9.85K - $11.6K
|
5.18K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
191+ 3.15% |
$9.85K - $11.6K
|
6.26K
$448K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
190+ 4.63% |
$9.8K - $11.6K
|
4.29K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
189+ 2.3% |
$9.75K - $11.5K
|
8.4K
$601K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
187+ 2.81% |
$9.65K - $11.4K
|
6.84K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184+ 3.59% |
$9.49K - $11.2K
|
5.32K
$380K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$9.49K - $11.2K
|
184
$13.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 1.0% |
$9.49K - $11.2K
|
18.5K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
179+ 4.07% |
$9.23K - $10.9K
|
4.58K
$328K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
178+ 1.17% |
$9.18K - $10.9K
|
15.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 0.3% |
$8.72K - $10.3K
|
56.7K
$4.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
168+ 1.73% |
$8.67K - $10.2K
|
9.89K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
167+ 0.94% |
$8.61K - $10.2K
|
18K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
167+ 2.53% |
$8.61K - $10.2K
|
6.76K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
164+ 1.46% |
$8.46K - $10K
|
11.4K
$813K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
164+ 3.86% |
$8.46K - $10K
|
4.42K
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$69.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
160+ 1.2% |
$8.25K - $9.76K
|
13.5K
$963K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
159+ 12.07% |
$8.2K - $9.69K
|
1.48K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
157+ 3.87% |
$8.1K - $9.57K
|
4.22K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.61% |
$7.94K - $9.39K
|
25.4K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 2.3% |
$7.58K - $8.96K
|
6.53K
$467K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
142New |
$7.32K - $8.66K
|
142
$10.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$10K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140+ 2.06% |
$7.22K - $8.54K
|
6.95K
$497K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 0.62% |
$7.22K - $8.54K
|
22.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.15% |
$6.96K - $8.23K
|
92.8K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
135+ 0.96% |
$6.96K - $8.23K
|
14.2K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
132+ 0.14% |
$6.81K - $8.05K
|
95K
$6.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
130+ 0.83% |
$6.71K - $7.93K
|
15.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
128+ 0.08% |
$6.6K - $7.8K
|
161K
$11.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 1.31% |
$6.5K - $7.68K
|
9.76K
$698K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
123+ 0.43% |
$6.34K - $7.5K
|
28.6K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121+ 1.66% |
$6.24K - $7.38K
|
7.43K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
121+ 0.1% |
$6.24K - $7.38K
|
125K
$8.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 3.81% |
$6.14K - $7.26K
|
3.24K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$8.52K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
117+ 0.94% |
$6.03K - $7.13K
|
12.6K
$900K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
117+ 0.84% |
$6.03K - $7.13K
|
14K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.03K - $7.13K
|
4.49K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
114+ 2.37% |
$5.88K - $6.95K
|
4.93K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
114+ 2.35% |
$5.88K - $6.95K
|
4.97K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
111+ 0.82% |
$5.73K - $6.77K
|
13.6K
$975K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111+ 1.15% |
$5.73K - $6.77K
|
9.76K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
109+ 0.55% |
$5.62K - $6.65K
|
19.8K
$1.42M
|