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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
397+ 0.87% |
$20.5K - $24.2K
|
45.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
380New |
$19.6K - $23.2K
|
380
$29.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
375+ 9.73% |
$19.3K - $22.9K
|
4.23K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
373+ 2.0% |
$19.2K - $22.7K
|
19K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
345+ 0.54% |
$17.8K - $21K
|
64.1K
$5.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
345+ 1.67% |
$17.8K - $21K
|
21K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
341+ 9.75% |
$17.6K - $20.8K
|
3.84K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
336+ 3.86% |
$17.3K - $20.5K
|
9.05K
$713K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
331+ 2.09% |
$17.1K - $20.2K
|
16.2K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
330+ 4.09% |
$17K - $20.1K
|
8.4K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
320+ 2.85% |
$16.5K - $19.5K
|
11.6K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
311+ 4.67% |
$16K - $19K
|
6.98K
$550K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
311+ 1.29% |
$16K - $19K
|
24.5K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
306+ 3.77% |
$15.8K - $18.7K
|
8.42K
$664K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 30.0% |
$15.5K - $18.3K
|
1.3K
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
292+ 0.31% |
$15.1K - $17.8K
|
93K
$7.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
282+ 28.2% |
$14.5K - $17.2K
|
1.28K
$101K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280+ 5.99% |
$14.4K - $17.1K
|
4.96K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
279+ 0.67% |
$14.4K - $17K
|
42K
$3.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
272+ 1.61% |
$14K - $16.6K
|
17.1K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
265+ 3.33% |
$13.7K - $16.2K
|
8.22K
$647K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
251+ 3.89% |
$12.9K - $15.3K
|
6.71K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
245+ 4.55% |
$12.6K - $14.9K
|
5.64K
$444K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
235+ 0.42% |
$12.1K - $14.3K
|
56.8K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
231+ 2.15% |
$11.9K - $14.1K
|
11K
$865K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 3.79% |
$11.3K - $13.4K
|
6.02K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
212+ 23.56% |
$10.9K - $12.9K
|
1.11K
$87.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
204+ 24.55% |
$10.5K - $12.4K
|
1.04K
$81.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
203+ 31.42% |
$10.5K - $12.4K
|
849
$66.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
197+ 1.28% |
$10.2K - $12K
|
15.6K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 17.35% |
$10.1K - $12K
|
1.33K
$104K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$16K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
191+ 3.15% |
$9.85K - $11.6K
|
6.26K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
190+ 4.63% |
$9.8K - $11.6K
|
4.29K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
189+ 2.3% |
$9.75K - $11.5K
|
8.4K
$662K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
179+ 4.07% |
$9.23K - $10.9K
|
4.58K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
167+ 0.94% |
$8.61K - $10.2K
|
18K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
164+ 1.46% |
$8.46K - $10K
|
11.4K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$76K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
160+ 1.2% |
$8.25K - $9.76K
|
13.5K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
157+ 3.87% |
$8.1K - $9.57K
|
4.22K
$332K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 2.3% |
$7.58K - $8.96K
|
6.53K
$514K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
142New |
$7.32K - $8.66K
|
142
$11.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$11K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140+ 2.06% |
$7.22K - $8.54K
|
6.95K
$548K
|