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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165+ 28.95% |
$9.31K - $10.3K
|
735
$53.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150New |
$8.46K - $9.35K
|
150
$10.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148+ 31.03% |
$8.35K - $9.23K
|
625
$45.3K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
126+ 2.58% |
$7.11K - $7.85K
|
5K
$363K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
125New |
$7.05K - $7.79K
|
125
$9.07K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120New |
$6.77K - $7.48K
|
120
$8.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
101+ 1.84% |
$5.7K - $6.3K
|
5.59K
$405K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 35.27% |
$5.47K - $6.05K
|
372
$27K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 2.02% |
$4.34K - $4.8K
|
3.88K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
56+ 0.16% |
$3.16K - $3.49K
|
35.2K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 11.36% |
$2.82K - $3.12K
|
490
$35.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
37New |
$2.09K - $2.31K
|
37
$2.68K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34New |
$1.92K - $2.12K
|
34
$2.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27New |
$1.52K - $1.68K
|
27
$1.96K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$1.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24+ 2.39% |
$1.35K - $1.5K
|
1.03K
$74.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.15% |
$1.07K - $1.18K
|
12.8K
$931K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$169 - $187
|
3
$218
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.88% |
$113 - $125
|
228
$16.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2New |
$113 - $125
|
2
$145
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.04% |
$56.4 - $62.3
|
2.6K
$188K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.93M+ 109.17% |
$136M - $170M
|
5.61M
$407M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
190K+ 20026.32% |
$8.84M - $11M
|
191K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 133.83% |
$4.75M - $5.93M
|
179K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
100KNew |
$4.64M - $5.8M
|
100K
$7.25M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.64M - $5.8M
|
100K
$7.25M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
72.4KNew |
$3.36M - $4.2M
|
72.4K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
54.2KNew |
$2.52M - $3.14M
|
54.2K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
30.8K+ 12.22% |
$1.43M - $1.79M
|
283K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$1.39M - $1.74M
|
30K
$2.18M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 285.1% |
$1.19M - $1.48M
|
34.5K
$2.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.7KNew |
$728K - $909K
|
15.7K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.8KNew |
$643K - $803K
|
13.8K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
13.6KNew |
$632K - $789K
|
13.6K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
10KNew |
$464K - $580K
|
10K
$725K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.29KNew |
$432K - $539K
|
9.29K
$674K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8KNew |
$371K - $463K
|
8K
$580K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
6.58KNew |
$306K - $382K
|
6.58K
$477K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.35KNew |
$248K - $310K
|
5.35K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
5.21KNew |
$242K - $302K
|
5.21K
$378K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.18KNew |
$241K - $300K
|
5.18K
$376K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5KNew |
$232K - $290K
|
5K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.99KNew |
$232K - $289K
|
4.99K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$209K - $261K
|
4.5K
$326K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.13KNew |
$192K - $239K
|
4.13K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
4.07KNew |
$189K - $236K
|
4.07K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.04KNew |
$188K - $234K
|
4.04K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$292K
|
|