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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
4KNew |
$186K - $232K
|
4K
$287K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.95KNew |
$183K - $229K
|
3.95K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.93K+ 76.84% |
$183K - $228K
|
9.05K
$649K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.91KNew |
$181K - $226K
|
3.91K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.81K+ 33.95% |
$177K - $221K
|
15K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.78KNew |
$176K - $219K
|
3.78K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$271K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.7KNew |
$172K - $214K
|
3.7K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64KNew |
$169K - $211K
|
3.64K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
3.59KNew |
$166K - $208K
|
3.59K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.55KNew |
$165K - $206K
|
3.55K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.53KNew |
$164K - $205K
|
3.53K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.52KNew |
$164K - $204K
|
3.52K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
3.5KNew |
$163K - $203K
|
3.5K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.26K+ 0.94% |
$151K - $189K
|
351K
$25.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.06K+ 16.37% |
$142K - $177K
|
21.7K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 150.0% |
$139K - $174K
|
5K
$359K
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.8K+ 14.72% |
$130K - $162K
|
21.8K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 5.93% |
$122K - $152K
|
46.8K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.2KNew |
$102K - $128K
|
2.2K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$79.9K - $99.7K
|
1.72K
$123K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.51K+ 30.48% |
$70.1K - $87.5K
|
6.46K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.47K+ 4.58% |
$68.3K - $85.2K
|
33.6K
$2.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 79.61% |
$61.3K - $76.5K
|
2.98K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
883+ 294.33% |
$41K - $51.2K
|
1.18K
$84.9K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
871New |
$40.4K - $50.5K
|
871
$62.5K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
600New |
$27.9K - $34.8K
|
600
$43.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
522+ 26.09% |
$24.2K - $30.3K
|
2.52K
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
320New |
$14.9K - $18.5K
|
320
$23K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 1.79% |
$13.9K - $17.4K
|
17K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
292+ 2.03% |
$13.6K - $16.9K
|
14.7K
$1.06M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
288New |
$13.4K - $16.7K
|
288
$20.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
287+ 5.9% |
$13.3K - $16.6K
|
5.15K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
241+ 3.68% |
$11.2K - $14K
|
6.8K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$9.29K - $11.6K
|
200
$14.4K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$12.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
169+ 10.94% |
$7.85K - $9.8K
|
1.71K
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
167+ 2.41% |
$7.76K - $9.68K
|
7.1K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
160New |
$7.43K - $9.27K
|
160
$11.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.6% |
$5.34K - $6.67K
|
7.28K
$523K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
97New |
$4.5K - $5.62K
|
97
$6.96K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
94+ 0.71% |
$4.37K - $5.45K
|
13.3K
$957K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
72New |
$3.34K - $4.17K
|
72
$5.17K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
57New |
$2.65K - $3.3K
|
57
$4.09K
|