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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
546+ 0.61% |
$21.1K - $27.6K
|
90.1K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$19.3K - $25.3K
|
500
$41.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
471+ 3.56% |
$18.2K - $23.8K
|
13.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
440New |
$17K - $22.2K
|
440
$36.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
431New |
$16.7K - $21.8K
|
431
$36K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$9.63K - $12.6K
|
249
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$9.4K - $12.3K
|
243
$20.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$7.73K - $10.1K
|
200
$16.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$7.73K - $10.1K
|
200
$16.7K
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
133New |
$5.14K - $6.72K
|
133
$11.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
129+ 1.2% |
$4.99K - $6.52K
|
10.9K
$909K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
123New |
$4.76K - $6.21K
|
123
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
98New |
$3.79K - $4.95K
|
98
$8.18K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$1.55K - $2.02K
|
40
$3.34K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 3.49% |
$1.08K - $1.41K
|
831
$69.3K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25+ 0.16% |
$967 - $1.26K
|
15.5K
$1.29M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
24New |
$928 - $1.21K
|
24
$2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$387 - $505
|
10
$834
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5+ 0.1% |
$193 - $253
|
5.07K
$423K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.74% |
$155 - $202
|
546
$45.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$116 - $152
|
23.5K
$1.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2New |
$77.3 - $101
|
2
$167
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
2M+ 200.0% |
$80.9M - $94.3M
|
3M
$250M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.34MNew |
$54.3M - $63.3M
|
1.34M
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
472KNew |
$19.1M - $22.3M
|
472K
$39.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
42.4KNew |
$1.71M - $2M
|
42.4K
$3.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
41.9K+ 83.3% |
$1.69M - $1.97M
|
92.2K
$7.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.8KNew |
$1.33M - $1.55M
|
32.8K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
30.5KNew |
$1.23M - $1.44M
|
30.5K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
27.4K+ 13.58% |
$1.11M - $1.29M
|
229K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
26.1KNew |
$1.06M - $1.23M
|
26.1K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
24.1K+ 435.24% |
$973K - $1.13M
|
29.6K
$2.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.2K+ 9.11% |
$573K - $668K
|
170K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
9.7KNew |
$392K - $457K
|
9.7K
$809K
|
|
|
Nov 08, 2023
Q3 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
6.75KNew |
$273K - $318K
|
6.75K
$563K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.63KNew |
$268K - $313K
|
6.63K
$553K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.04KNew |
$244K - $285K
|
6.04K
$504K
|
|
|
Oct 24, 2023
Q3 2023
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
6K+ 5.98% |
$243K - $283K
|
106K
$8.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.1KNew |
$206K - $240K
|
5.1K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 1.18% |
$202K - $236K
|
429K
$35.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.56K+ 89.43% |
$184K - $215K
|
9.66K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 51.28% |
$162K - $189K
|
11.8K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 7.13% |
$141K - $164K
|
52.3K
$4.37M
|
|
|
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
|
|