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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 22.55% |
$760K - $898K
|
80K
$6.45M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
14.7K+ 208.31% |
$757K - $895K
|
21.7K
$1.75M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
14.5K+ 8.75% |
$748K - $884K
|
180K
$14.5M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14KNew |
$720K - $851K
|
14K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Sciencast Management LP
|
BUY
|
- |
13.7K+ 37.84% |
$708K - $837K
|
50K
$4.03M
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
13.2KNew |
$682K - $807K
|
13.2K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 33.65% |
$676K - $799K
|
52K
$4.19M
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
13KNew |
$673K - $795K
|
13K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
12.8KNew |
$662K - $783K
|
12.8K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.2K+ 4.69% |
$632K - $747K
|
273K
$22M
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.2KNew |
$631K - $746K
|
12.2K
$986K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
12.2K+ 2.15% |
$627K - $741K
|
578K
$46.6M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 1.94% |
$626K - $740K
|
639K
$51.5M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$580K - $686K
|
11.2K
$906K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.1K+ 12.74% |
$570K - $674K
|
97.8K
$7.88M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 2.07% |
$561K - $663K
|
537K
$43.3M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.6KNew |
$545K - $644K
|
10.6K
$851K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$541K - $639K
|
10.5K
$845K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.5K+ 12.65% |
$539K - $638K
|
93.1K
$7.5M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.26% |
$529K - $626K
|
54.4K
$4.38M
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
10KNew |
$516K - $610K
|
10K
$806K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.87K+ 79.9% |
$509K - $602K
|
22.2K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.78K+ 6.42% |
$504K - $596K
|
162K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.74K+ 3.06% |
$503K - $594K
|
329K
$26.5M
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
9.53K+ 38.92% |
$491K - $581K
|
34K
$2.74M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.47K+ 1.27% |
$489K - $578K
|
753K
$60.6M
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
9KNew |
$464K - $549K
|
9K
$725K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.92K+ 85.27% |
$460K - $544K
|
19.4K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.75K+ 177.76% |
$451K - $534K
|
13.7K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.72K+ 2.4% |
$450K - $531K
|
371K
$29.9M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.69KNew |
$448K - $530K
|
8.69K
$700K
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
8.67K+ 0.36% |
$447K - $528K
|
2.38M
$192M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.46KNew |
$436K - $516K
|
8.46K
$682K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.36K+ 15.93% |
$431K - $510K
|
60.8K
$4.9M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8.29KNew |
$428K - $505K
|
8.29K
$668K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 1.85% |
$418K - $494K
|
446K
$36M
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.57KNew |
$391K - $462K
|
7.57K
$610K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.51K+ 19.64% |
$387K - $458K
|
45.8K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$385K - $455K
|
7.47K
$602K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.45K+ 67.2% |
$384K - $454K
|
18.5K
$1.49M
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
7.3K+ 7.54% |
$377K - $445K
|
104K
$8.39M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.24K+ 5.68% |
$373K - $441K
|
135K
$10.8M
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.18K+ 12.2% |
$370K - $438K
|
66.1K
$5.32M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
7.11K+ 13.47% |
$367K - $433K
|
59.9K
$4.82M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.11K+ 3.65% |
$366K - $433K
|
202K
$16.3M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.06KNew |
$364K - $431K
|
7.06K
$569K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.06KNew |
$364K - $430K
|
7.06K
$569K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.04KNew |
$363K - $429K
|
7.04K
$567K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.84K+ 18.42% |
$353K - $417K
|
44K
$3.54M
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.67KNew |
$344K - $407K
|
6.67K
$538K
|