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 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 3.79% |
$33.7K - $39.9K
|
17.9K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651+ 1.27% |
$33.6K - $39.7K
|
51.7K
$3.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
646+ 0.42% |
$33.3K - $39.4K
|
156K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
646+ 0.61% |
$33.3K - $39.4K
|
107K
$8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
643+ 1.58% |
$33.2K - $39.2K
|
41.4K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
641+ 1.23% |
$33.1K - $39.1K
|
52.7K
$3.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
640+ 14.44% |
$33K - $39K
|
5.07K
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
637+ 5.71% |
$32.9K - $38.8K
|
11.8K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
635+ 18.87% |
$32.8K - $38.7K
|
4K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
602+ 8.51% |
$31.1K - $36.7K
|
7.68K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 14.43% |
$30.9K - $36.6K
|
4.76K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
599New |
$30.9K - $36.5K
|
599
$44.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
596+ 1.32% |
$30.7K - $36.3K
|
45.8K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
596+ 9.3% |
$30.7K - $36.3K
|
7K
$523K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
569+ 0.6% |
$29.3K - $34.7K
|
94.7K
$7.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
566+ 3.58% |
$29.2K - $34.5K
|
16.4K
$1.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$443K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
564+ 1.51% |
$29.1K - $34.4K
|
38K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
564+ 1.28% |
$29.1K - $34.4K
|
44.7K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
560+ 27.45% |
$28.9K - $34.1K
|
2.6K
$194K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
556+ 5.92% |
$28.7K - $33.9K
|
9.94K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
553+ 3.99% |
$28.5K - $33.7K
|
14.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
545+ 0.61% |
$28.1K - $33.2K
|
90.6K
$6.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
540+ 9.73% |
$27.9K - $32.9K
|
6.09K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
535+ 6.05% |
$27.6K - $32.6K
|
9.37K
$700K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
520+ 2.18% |
$26.8K - $31.7K
|
24.4K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
520New |
$26.8K - $31.7K
|
520
$38.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
513+ 0.02% |
$26.5K - $31.3K
|
2.31M
$173M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
507+ 12.86% |
$26.2K - $30.9K
|
4.45K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
503+ 6.07% |
$25.9K - $30.7K
|
8.79K
$657K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$37.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
495+ 21.73% |
$25.5K - $30.2K
|
2.77K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
487+ 2.14% |
$25.1K - $29.7K
|
23.2K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
481+ 2.71% |
$24.8K - $29.3K
|
18.3K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
475+ 3.07% |
$24.5K - $29K
|
16K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
462+ 4.92% |
$23.8K - $28.2K
|
9.85K
$736K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
455+ 7.62% |
$23.5K - $27.7K
|
6.43K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
450+ 1.57% |
$23.2K - $27.4K
|
29.2K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
446+ 3.63% |
$23K - $27.2K
|
12.7K
$952K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
440+ 9.28% |
$22.7K - $26.8K
|
5.18K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 30.2% |
$22.7K - $26.8K
|
1.9K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
440+ 10.58% |
$22.7K - $26.8K
|
4.6K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
439+ 9.97% |
$22.6K - $26.8K
|
4.84K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439+ 4.5% |
$22.6K - $26.8K
|
10.2K
$762K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
426+ 5.29% |
$22K - $26K
|
8.49K
$634K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
424+ 0.18% |
$21.9K - $25.9K
|
237K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$31.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 2.81% |
$21.9K - $25.9K
|
15.5K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416+ 39.62% |
$21.5K - $25.4K
|
1.47K
$110K
|