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 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
808+ 20.96% |
$41.7K - $49.3K
|
4.66K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
800+ 4.58% |
$41.3K - $48.8K
|
18.3K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
768+ 2.32% |
$39.6K - $46.8K
|
33.8K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
752+ 2.03% |
$38.8K - $45.8K
|
37.8K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
748+ 6.16% |
$38.6K - $45.6K
|
12.9K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
746+ 4.33% |
$38.5K - $45.5K
|
18K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
732+ 20.53% |
$37.8K - $44.6K
|
4.3K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
722+ 0.66% |
$37.2K - $44K
|
111K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
700+ 9.87% |
$36.1K - $42.7K
|
7.79K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
700+ 1.11% |
$36.1K - $42.7K
|
63.7K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
696+ 16.36% |
$35.9K - $42.4K
|
4.95K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
692+ 1.31% |
$35.7K - $42.2K
|
53.6K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
678+ 1.12% |
$35K - $41.3K
|
61.5K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 3.79% |
$33.7K - $39.9K
|
17.9K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651+ 1.27% |
$33.6K - $39.7K
|
51.7K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
646+ 0.61% |
$33.3K - $39.4K
|
107K
$8.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
646+ 0.42% |
$33.3K - $39.4K
|
156K
$12.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
643+ 1.58% |
$33.2K - $39.2K
|
41.4K
$3.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
641+ 1.23% |
$33.1K - $39.1K
|
52.7K
$4.15M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
640+ 14.44% |
$33K - $39K
|
5.07K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
637+ 5.71% |
$32.9K - $38.8K
|
11.8K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
635+ 18.87% |
$32.8K - $38.7K
|
4K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
602+ 8.51% |
$31.1K - $36.7K
|
7.68K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 14.43% |
$30.9K - $36.6K
|
4.76K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
596+ 9.3% |
$30.7K - $36.3K
|
7K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
569+ 0.6% |
$29.3K - $34.7K
|
94.7K
$7.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
566+ 3.58% |
$29.2K - $34.5K
|
16.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
564+ 1.28% |
$29.1K - $34.4K
|
44.7K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
560+ 27.45% |
$28.9K - $34.1K
|
2.6K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
556+ 5.92% |
$28.7K - $33.9K
|
9.94K
$784K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
553+ 3.99% |
$28.5K - $33.7K
|
14.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
545+ 0.61% |
$28.1K - $33.2K
|
90.6K
$7.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
535+ 6.05% |
$27.6K - $32.6K
|
9.37K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
520New |
$26.8K - $31.7K
|
520
$41K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
513+ 0.02% |
$26.5K - $31.3K
|
2.31M
$182M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$39.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
487+ 2.14% |
$25.1K - $29.7K
|
23.2K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
481+ 2.71% |
$24.8K - $29.3K
|
18.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
475+ 3.07% |
$24.5K - $29K
|
16K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
462+ 4.92% |
$23.8K - $28.2K
|
9.85K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
450+ 1.57% |
$23.2K - $27.4K
|
29.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
446+ 3.63% |
$23K - $27.2K
|
12.7K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 30.2% |
$22.7K - $26.8K
|
1.9K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439+ 4.5% |
$22.6K - $26.8K
|
10.2K
$804K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 2.81% |
$21.9K - $25.9K
|
15.5K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$33.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
415+ 4.16% |
$21.4K - $25.3K
|
10.4K
$818K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
402+ 0.71% |
$20.7K - $24.5K
|
57K
$4.49M
|