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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.82K+ 701.7% |
$287K - $334K
|
8.94K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$519K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$237K - $276K
|
6.46K
$475K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.21KNew |
$228K - $265K
|
6.21K
$457K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 11.93% |
$225K - $262K
|
57.5K
$4.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.91KNew |
$217K - $252K
|
5.91K
$435K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.39KNew |
$198K - $230K
|
5.39K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$395K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.3KNew |
$195K - $226K
|
5.3K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.22KNew |
$191K - $223K
|
5.22K
$384K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.12KNew |
$188K - $218K
|
5.12K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.11KNew |
$188K - $218K
|
5.11K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$368K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$368K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5KNew |
$183K - $213K
|
5K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.88KNew |
$179K - $208K
|
4.88K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$359K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.77KNew |
$175K - $204K
|
4.77K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.73KNew |
$174K - $202K
|
4.73K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.69KNew |
$172K - $200K
|
4.69K
$345K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.07K+ 6.84% |
$150K - $174K
|
63.6K
$4.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.06K+ 0.26% |
$149K - $173K
|
1.57M
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$110K - $128K
|
3K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.66K+ 8.42% |
$97.8K - $114K
|
34.3K
$2.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.6KNew |
$95.5K - $111K
|
2.6K
$191K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 63.56% |
$82.2K - $95.5K
|
5.76K
$424K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$71.6K - $83.2K
|
1.95K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.92K+ 4.02% |
$70.4K - $81.9K
|
49.6K
$3.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.62K+ 14.26% |
$59.6K - $69.2K
|
13K
$956K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.58K+ 4.1% |
$58.1K - $67.5K
|
40.2K
$2.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 4.17% |
$58K - $67.4K
|
39.5K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$55.1K - $64K
|
1.5K
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$46.3K - $53.8K
|
1.26K
$92.7K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.16KNew |
$42.6K - $49.5K
|
1.16K
$85.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
704+ 0.49% |
$25.9K - $30K
|
144K
$10.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
634+ 11.22% |
$23.3K - $27.1K
|
6.28K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 2.26% |
$21.2K - $24.6K
|
26.1K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
500+ 943.4% |
$18.4K - $21.3K
|
553
$40.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
468New |
$17.2K - $20K
|
468
$34.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$25.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$10.3K - $12K
|
280
$20.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
233New |
$8.56K - $9.94K
|
233
$17.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151New |
$5.54K - $6.44K
|
151
$11.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
118New |
$4.33K - $5.04K
|
118
$8.68K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19+ 0.3% |
$698 - $811
|
6.32K
$465K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
16New |
$588 - $683
|
16
$1.18K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 5.83% |
$441 - $512
|
218
$16K
|