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 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.35KNew |
$276K - $326K
|
5.35K
$446K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.87KNew |
$251K - $297K
|
4.87K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$197K - $233K
|
3.83K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.8K+ 7.31% |
$196K - $232K
|
55.8K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.48K+ 2.51% |
$180K - $212K
|
142K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.27K+ 75.5% |
$169K - $199K
|
7.6K
$634K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.4K+ 120.0% |
$124K - $146K
|
4.4K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$121K - $143K
|
2.34K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$167K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 16.64% |
$59.6K - $70.4K
|
8.1K
$675K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$56.6K - $66.9K
|
1.1K
$91.5K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1KNew |
$51.6K - $61K
|
1K
$83.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 14.43% |
$30.9K - $36.6K
|
4.76K
$397K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$41.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$35.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$33.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 30.0% |
$15.5K - $18.3K
|
1.3K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
292+ 0.31% |
$15.1K - $17.8K
|
93K
$7.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
128+ 0.08% |
$6.6K - $7.8K
|
161K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$9.93K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$9.01K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
93+ 0.66% |
$4.8K - $5.67K
|
14.2K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$4.59K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
49New |
$2.53K - $2.99K
|
49
$4.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$91.3K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
15New |
$774 - $915
|
15
$1.25K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$464 - $549
|
4.07K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$539K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$258 - $305
|
12.8K
$1.07M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.76% |
$51.6 - $61
|
133
$11.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
560KNew |
$31.6M - $34.9M
|
560K
$46.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
174KNew |
$9.84M - $10.9M
|
174K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
147K+ 320.73% |
$8.27M - $9.14M
|
192K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
80.7KNew |
$4.55M - $5.03M
|
80.7K
$6.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
60.1KNew |
$3.39M - $3.75M
|
60.1K
$5.01M
|
|