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 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 14.43% |
$30.9K - $36.6K
|
4.76K
$375K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
599New |
$30.9K - $36.5K
|
599
$47.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
596+ 1.32% |
$30.7K - $36.3K
|
45.8K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
596+ 9.3% |
$30.7K - $36.3K
|
7K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
569+ 0.6% |
$29.3K - $34.7K
|
94.7K
$7.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
566+ 3.58% |
$29.2K - $34.5K
|
16.4K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$467K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
564+ 1.51% |
$29.1K - $34.4K
|
38K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
564+ 1.28% |
$29.1K - $34.4K
|
44.7K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
560+ 27.45% |
$28.9K - $34.1K
|
2.6K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
556+ 5.92% |
$28.7K - $33.9K
|
9.94K
$784K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
553+ 3.99% |
$28.5K - $33.7K
|
14.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
545+ 0.61% |
$28.1K - $33.2K
|
90.6K
$7.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
540+ 9.73% |
$27.9K - $32.9K
|
6.09K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
535+ 6.05% |
$27.6K - $32.6K
|
9.37K
$739K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
520+ 2.18% |
$26.8K - $31.7K
|
24.4K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
520New |
$26.8K - $31.7K
|
520
$41K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
513+ 0.02% |
$26.5K - $31.3K
|
2.31M
$182M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
507+ 12.86% |
$26.2K - $30.9K
|
4.45K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
503+ 6.07% |
$25.9K - $30.7K
|
8.79K
$693K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$39.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
495+ 21.73% |
$25.5K - $30.2K
|
2.77K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
487+ 2.14% |
$25.1K - $29.7K
|
23.2K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
481+ 2.71% |
$24.8K - $29.3K
|
18.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
475+ 3.07% |
$24.5K - $29K
|
16K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
462+ 4.92% |
$23.8K - $28.2K
|
9.85K
$776K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
455+ 7.62% |
$23.5K - $27.7K
|
6.43K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
450+ 1.57% |
$23.2K - $27.4K
|
29.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
446+ 3.63% |
$23K - $27.2K
|
12.7K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
440+ 9.28% |
$22.7K - $26.8K
|
5.18K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 30.2% |
$22.7K - $26.8K
|
1.9K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
440+ 10.58% |
$22.7K - $26.8K
|
4.6K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
439+ 9.97% |
$22.6K - $26.8K
|
4.84K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439+ 4.5% |
$22.6K - $26.8K
|
10.2K
$804K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
426+ 5.29% |
$22K - $26K
|
8.49K
$669K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
424+ 0.18% |
$21.9K - $25.9K
|
237K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$33.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 2.81% |
$21.9K - $25.9K
|
15.5K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416+ 39.62% |
$21.5K - $25.4K
|
1.47K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
415+ 4.16% |
$21.4K - $25.3K
|
10.4K
$818K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
413+ 6.61% |
$21.3K - $25.2K
|
6.66K
$525K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
410+ 2.41% |
$21.1K - $25K
|
17.4K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
402+ 0.71% |
$20.7K - $24.5K
|
57K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$31.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
399+ 8.21% |
$20.6K - $24.3K
|
5.26K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
397+ 0.87% |
$20.5K - $24.2K
|
45.9K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
396+ 46.98% |
$20.4K - $24.1K
|
1.24K
$97.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.62% |
$20.1K - $23.8K
|
24.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
380New |
$19.6K - $23.2K
|
380
$29.9K
|