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 |
|---|---|---|---|---|---|---|---|
|
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
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.01K+ 2.43% |
$52.1K - $61.6K
|
42.6K
$3.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.01% |
$52.1K - $61.6K
|
51.3K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 3.15% |
$51.6K - $61K
|
32.8K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 26.32% |
$51.6K - $61K
|
4.8K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
1K+ 1.1% |
$51.6K - $61K
|
91.9K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1KNew |
$51.6K - $61K
|
1K
$74.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
990+ 0.55% |
$51.1K - $60.4K
|
181K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
990+ 1.51% |
$51.1K - $60.4K
|
66.6K
$4.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
977+ 4.17% |
$50.4K - $59.6K
|
24.4K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
974+ 2.18% |
$50.2K - $59.4K
|
45.7K
$3.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
949+ 3.09% |
$48.9K - $57.9K
|
31.7K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
948+ 11.66% |
$48.9K - $57.8K
|
9.08K
$678K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
935+ 18.02% |
$48.2K - $57K
|
6.12K
$458K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
900+ 17.07% |
$46.4K - $54.9K
|
6.17K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
896+ 16.8% |
$46.2K - $54.6K
|
6.23K
$465K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
882+ 24.36% |
$45.5K - $53.8K
|
4.5K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
870+ 0.45% |
$44.9K - $53K
|
193K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
868+ 8.39% |
$44.8K - $52.9K
|
11.2K
$837K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
866+ 4.16% |
$44.7K - $52.8K
|
21.7K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
848+ 4.35% |
$43.7K - $51.7K
|
20.4K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
840+ 1.64% |
$43.3K - $51.2K
|
52K
$3.88M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
836+ 5.55% |
$43.1K - $51K
|
15.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
835+ 4.68% |
$43.1K - $50.9K
|
18.7K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
829+ 23.74% |
$42.8K - $50.5K
|
4.32K
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
824+ 4.05% |
$42.5K - $50.2K
|
21.2K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
815+ 4.85% |
$42K - $49.7K
|
17.6K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
809+ 23.23% |
$41.7K - $49.3K
|
4.29K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
809+ 0.32% |
$41.7K - $49.3K
|
253K
$18.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
808+ 20.96% |
$41.7K - $49.3K
|
4.66K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
807+ 5.97% |
$41.6K - $49.2K
|
14.3K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
800+ 4.58% |
$41.3K - $48.8K
|
18.3K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
794+ 10.75% |
$41K - $48.4K
|
8.18K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
768+ 2.32% |
$39.6K - $46.8K
|
33.8K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
757+ 1.28% |
$39K - $46.2K
|
59.8K
$4.47M
|
|
|
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
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
748+ 6.16% |
$38.6K - $45.6K
|
12.9K
$964K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
746+ 4.33% |
$38.5K - $45.5K
|
18K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
737+ 2.52% |
$38K - $44.9K
|
30K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
732+ 20.53% |
$37.8K - $44.6K
|
4.3K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
722+ 0.66% |
$37.2K - $44K
|
111K
$8.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
720+ 9.68% |
$37.1K - $43.9K
|
8.16K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
710+ 2.77% |
$36.6K - $43.3K
|
26.4K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
700+ 9.87% |
$36.1K - $42.7K
|
7.79K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
700+ 1.11% |
$36.1K - $42.7K
|
63.7K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
699+ 20.12% |
$36.1K - $42.6K
|
4.17K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
696+ 16.36% |
$35.9K - $42.4K
|
4.95K
$370K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
692+ 1.31% |
$35.7K - $42.2K
|
53.6K
$4M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
683+ 33.8% |
$35.2K - $41.6K
|
2.7K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
678+ 1.12% |
$35K - $41.3K
|
61.5K
$4.59M
|