Purchases and Sales Made in Q3 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2024. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.39K+ 4.79% |
$71.7K - $84.8K
|
30.4K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.38K+ 3.01% |
$71.3K - $84.3K
|
47.4K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 6.07% |
$71.2K - $84.2K
|
24.1K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.37K+ 24.3% |
$70.6K - $83.4K
|
7K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.36K+ 7.57% |
$70.1K - $82.9K
|
19.3K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.35K+ 8.14% |
$69.4K - $82K
|
17.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.33K+ 8.27% |
$68.3K - $80.8K
|
17.4K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.3K+ 0.3% |
$67.1K - $79.3K
|
442K
$34.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.27K+ 6.58% |
$65.7K - $77.6K
|
20.6K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 3.53% |
$65.1K - $76.9K
|
37K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 3.43% |
$64.6K - $76.4K
|
37.8K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 17.31% |
$64K - $75.6K
|
8.41K
$662K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.24K+ 10.9% |
$63.7K - $75.3K
|
12.6K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.23K+ 3.34% |
$63.5K - $75.1K
|
38.1K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.22K+ 13.12% |
$63K - $74.5K
|
10.5K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.21K+ 1.47% |
$62.6K - $74K
|
83.7K
$6.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 5.87% |
$62K - $73.3K
|
21.7K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.2K+ 1.42% |
$61.9K - $73.2K
|
85.7K
$6.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.19K+ 4.43% |
$61.6K - $72.8K
|
28.2K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.19K+ 10.32% |
$61.4K - $72.6K
|
12.7K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$61K - $72.1K
|
1.18K
$93.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.18K+ 3.2% |
$60.9K - $71.9K
|
38.1K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 5.81% |
$60.8K - $71.9K
|
21.5K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.18KNew |
$60.8K - $71.8K
|
1.18K
$92.8K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.16K+ 12.25% |
$60K - $70.9K
|
10.7K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 16.64% |
$59.6K - $70.4K
|
8.1K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.15K+ 2.94% |
$59.2K - $70K
|
40.1K
$3.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.15K+ 2.68% |
$59.1K - $69.9K
|
44K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.13K+ 0.5% |
$58.2K - $68.8K
|
226K
$17.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$56.6K - $66.9K
|
1.1K
$86.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.1K+ 21.8% |
$56.6K - $66.9K
|
6.13K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.08K+ 27.02% |
$55.6K - $65.7K
|
5.07K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.06K+ 17.16% |
$54.9K - $64.9K
|
7.26K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.06K+ 20.04% |
$54.8K - $64.8K
|
6.36K
$501K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.05K+ 21.2% |
$54.1K - $64K
|
6K
$472K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.03K+ 2.44% |
$53.1K - $62.8K
|
43.3K
$3.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.03K+ 4.5% |
$53K - $62.6K
|
23.8K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.02K+ 5.96% |
$52.5K - $62K
|
18.1K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 17.21% |
$52.4K - $61.9K
|
6.91K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 29.92% |
$52.3K - $61.8K
|
4.4K
$347K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.01K+ 2.43% |
$52.1K - $61.6K
|
42.6K
$3.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.01% |
$52.1K - $61.6K
|
51.3K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 3.15% |
$51.6K - $61K
|
32.8K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 26.32% |
$51.6K - $61K
|
4.8K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
1K+ 1.1% |
$51.6K - $61K
|
91.9K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1KNew |
$51.6K - $61K
|
1K
$78.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
990+ 0.55% |
$51.1K - $60.4K
|
181K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
990+ 1.51% |
$51.1K - $60.4K
|
66.6K
$5.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
977+ 4.17% |
$50.4K - $59.6K
|
24.4K
$1.93M
|