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
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
38+ 0.72% |
$1.96K - $2.32K
|
5.28K
$416K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
36+ 0.18% |
$1.86K - $2.19K
|
20.2K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$86.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
31+ 0.55% |
$1.6K - $1.89K
|
5.72K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.15% |
$1.39K - $1.65K
|
17.7K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.55% |
$1.24K - $1.46K
|
4.39K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21+ 4.52% |
$1.08K - $1.28K
|
486
$38.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.08K - $1.28K
|
5.13K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
21+ 1.8% |
$1.08K - $1.28K
|
1.19K
$93.6K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20+ 0.27% |
$1.03K - $1.22K
|
7.37K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.14% |
$980 - $1.16K
|
13.5K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19+ 0.08% |
$980 - $1.16K
|
22.8K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16+ 0.16% |
$825 - $976
|
9.95K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.19% |
$825 - $976
|
8.55K
$674K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16+ 0.38% |
$825 - $976
|
4.26K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
15+ 0.31% |
$774 - $915
|
4.87K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
15New |
$774 - $915
|
15
$1.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
13+ 0.35% |
$671 - $793
|
3.78K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.23% |
$671 - $793
|
5.76K
$454K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
12+ 0.31% |
$619 - $732
|
3.91K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.15% |
$567 - $671
|
7.15K
$564K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$464 - $549
|
4.07K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 5.06% |
$464 - $549
|
187
$14.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$509K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 0.87% |
$413 - $488
|
929
$73.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.56% |
$361 - $427
|
457
$36K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.48% |
$309 - $366
|
1.27K
$99.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
8.71K
$686K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$117K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.68% |
$258 - $305
|
303
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5+ 0.02% |
$258 - $305
|
24.9K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$258 - $305
|
12.8K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$258 - $305
|
14.4K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.85% |
$206 - $244
|
474
$37.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$155 - $183
|
6.24K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$155 - $183
|
5.32K
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$155 - $183
|
4.72K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.7% |
$155 - $183
|
430
$33.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.16K
$564K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$103 - $122
|
6.2K
$488K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.02% |
$51.6 - $61
|
5.19K
$409K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.61K
$679K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.76% |
$51.6 - $61
|
133
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.95K
$705K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
6.98K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
11.3K
$892K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.57K
$675K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$51.6 - $61
|
260
$20.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|