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 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
42+ 0.55% |
$2.17K - $2.56K
|
7.7K
$596K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 68.97% |
$2.06K - $2.44K
|
98
$7.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
39+ 0.65% |
$2.01K - $2.38K
|
6.03K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
38+ 0.72% |
$1.96K - $2.32K
|
5.28K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
36+ 0.18% |
$1.86K - $2.19K
|
20.2K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
36+ 0.59% |
$1.86K - $2.19K
|
6.12K
$473K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.14% |
$1.81K - $2.13K
|
26K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$84.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
31+ 0.55% |
$1.6K - $1.89K
|
5.72K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
30+ 0.6% |
$1.55K - $1.83K
|
5.07K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.15% |
$1.39K - $1.65K
|
17.7K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.55% |
$1.24K - $1.46K
|
4.39K
$340K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21+ 4.52% |
$1.08K - $1.28K
|
486
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.08K - $1.28K
|
5.13K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
21+ 1.8% |
$1.08K - $1.28K
|
1.19K
$92K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$1.08K - $1.28K
|
9.03K
$700K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20+ 0.27% |
$1.03K - $1.22K
|
7.37K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.14% |
$980 - $1.16K
|
13.5K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19+ 0.08% |
$980 - $1.16K
|
22.8K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 0.32% |
$928 - $1.1K
|
5.63K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$928 - $1.1K
|
4.28K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16+ 0.16% |
$825 - $976
|
9.95K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.19% |
$825 - $976
|
8.55K
$662K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16+ 0.38% |
$825 - $976
|
4.26K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
15+ 0.31% |
$774 - $915
|
4.87K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
15New |
$774 - $915
|
15
$1.16K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
14+ 0.14% |
$722 - $854
|
10.2K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
13+ 0.35% |
$671 - $793
|
3.78K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.23% |
$671 - $793
|
5.76K
$446K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
12+ 0.31% |
$619 - $732
|
3.91K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.15% |
$567 - $671
|
7.15K
$554K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.08% |
$516 - $610
|
12.5K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$464 - $549
|
4.07K
$315K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 5.06% |
$464 - $549
|
187
$14.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$500K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 0.87% |
$413 - $488
|
929
$71.9K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.28% |
$413 - $488
|
2.85K
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.56% |
$361 - $427
|
457
$35.4K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 36.84% |
$361 - $427
|
26
$2.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.48% |
$309 - $366
|
1.27K
$98K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 0.27% |
$309 - $366
|
2.26K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
8.71K
$674K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.55% |
$309 - $366
|
1.1K
$85.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.68% |
$258 - $305
|
303
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5+ 0.02% |
$258 - $305
|
24.9K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$258 - $305
|
12.8K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.19% |
$258 - $305
|
2.62K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$258 - $305
|
14.4K
$1.12M
|