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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.4K+ 4.04% |
$175K - $207K
|
87.5K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.34K+ 6.88% |
$172K - $204K
|
51.9K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.33K+ 44.45% |
$172K - $203K
|
10.8K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.32K+ 7.44% |
$171K - $202K
|
48K
$3.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 51.72% |
$169K - $200K
|
9.64K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.27K+ 75.5% |
$169K - $199K
|
7.6K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.24K+ 0.26% |
$167K - $198K
|
1.24M
$97.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.17K+ 48.04% |
$163K - $193K
|
9.76K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 16.32% |
$163K - $192K
|
22.5K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.12KNew |
$161K - $190K
|
3.12K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
BUY
|
- |
3.06KNew |
$158K - $186K
|
3.06K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.03KNew |
$156K - $185K
|
3.03K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02K+ 13.82% |
$156K - $184K
|
24.8K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.94K+ 44.52% |
$152K - $179K
|
9.54K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.78K+ 1.94% |
$143K - $169K
|
146K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.67K+ 55.45% |
$138K - $163K
|
7.49K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 13.17% |
$135K - $159K
|
22.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.45% |
$134K - $159K
|
580K
$45.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.48K+ 65.59% |
$128K - $151K
|
6.27K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 6.83% |
$125K - $148K
|
38.1K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.42K+ 44.9% |
$125K - $148K
|
7.82K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.4K+ 120.0% |
$124K - $146K
|
4.4K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39K+ 8.15% |
$123K - $146K
|
31.7K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$121K - $143K
|
2.34K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34K+ 4.94% |
$121K - $142K
|
49.7K
$3.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.25K+ 57.83% |
$116K - $137K
|
6.14K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.24K+ 25.9% |
$116K - $137K
|
10.9K
$859K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.22K+ 23.68% |
$114K - $135K
|
11.6K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
2.2KNew |
$113K - $134K
|
2.2K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2K+ 0.99% |
$113K - $134K
|
224K
$17.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 2.92% |
$109K - $129K
|
74.6K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 67.05% |
$109K - $129K
|
5.26K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.11KNew |
$109K - $128K
|
2.11K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.03K+ 106.69% |
$104K - $123K
|
3.92K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 10.25% |
$103K - $122K
|
21.5K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$158K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.97K+ 5.82% |
$101K - $120K
|
35.7K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.96K+ 8.8% |
$101K - $119K
|
24.2K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.9K+ 2.66% |
$97.8K - $116K
|
73.2K
$5.77M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87K+ 8.53% |
$96.6K - $114K
|
23.8K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.86K+ 0.11% |
$95.8K - $113K
|
1.68M
$132M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2.37% |
$93.9K - $111K
|
78.7K
$6.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.75K+ 11.09% |
$90.2K - $107K
|
17.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.73K+ 14.1% |
$89.1K - $105K
|
14K
$1.1M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.68K+ 21.17% |
$86.7K - $102K
|
9.61K
$758K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.63K+ 17.02% |
$84K - $99.3K
|
11.2K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.6K+ 38.9% |
$82.4K - $97.4K
|
5.7K
$449K
|