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 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.76K+ 32.86% |
$112K - $130K
|
11.2K
$931K
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.58K+ 13.79% |
$104K - $122K
|
21.3K
$1.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15K+ 0.66% |
$86.8K - $101K
|
330K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.04KNew |
$82.3K - $96K
|
2.04K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.95KNew |
$78.8K - $91.9K
|
1.95K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
734+ 444.85% |
$29.7K - $34.6K
|
899
$75K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
417+ 0.88% |
$16.9K - $19.7K
|
47.8K
$3.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
340+ 136.0% |
$13.7K - $16K
|
590
$49.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
81+ 5.94% |
$3.27K - $3.82K
|
1.44K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 0.87% |
$2.95K - $3.44K
|
8.47K
$706K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
70+ 0.47% |
$2.83K - $3.3K
|
15.1K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$2.51K - $2.92K
|
62
$5.17K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50New |
$2.02K - $2.36K
|
50
$4.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.86K - $2.17K
|
46
$3.84K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
41New |
$1.66K - $1.93K
|
41
$3.42K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.82% |
$445 - $518
|
1.35K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
6+ 0.11% |
$243 - $283
|
5.35K
$446K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$40.4 - $47.1
|
3.73K
$311K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
604K+ 463.23% |
$22.2M - $25.8M
|
735K
$61.3M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
480K+ 934.22% |
$17.6M - $20.5M
|
531K
$44.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
145KNew |
$5.32M - $6.18M
|
145K
$12.1M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
79.2KNew |
$2.91M - $3.38M
|
79.2K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$1.29M - $1.49M
|
35K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28.1KNew |
$1.03M - $1.2M
|
28.1K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
23.5KNew |
$862K - $1M
|
23.5K
$1.96M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.85KNew |
$325K - $378K
|
8.85K
$738K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.82K+ 701.7% |
$287K - $334K
|
8.94K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$237K - $276K
|
6.46K
$539K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.21KNew |
$228K - $265K
|
6.21K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 11.93% |
$225K - $262K
|
57.5K
$4.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.39KNew |
$198K - $230K
|
5.39K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$447K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.3KNew |
$195K - $226K
|
5.3K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.22KNew |
$191K - $223K
|
5.22K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.11KNew |
$188K - $218K
|
5.11K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$417K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5KNew |
$183K - $213K
|
5K
$417K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$406K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.77KNew |
$175K - $204K
|
4.77K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$395K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.73KNew |
$174K - $202K
|
4.73K
$394K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.69KNew |
$172K - $200K
|
4.69K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.07K+ 6.84% |
$150K - $174K
|
63.6K
$5.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.06K+ 0.26% |
$149K - $173K
|
1.57M
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$110K - $128K
|
3K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.6KNew |
$95.5K - $111K
|
2.6K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 63.56% |
$82.2K - $95.5K
|
5.76K
$480K
|
|