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
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.48% |
$309 - $366
|
1.27K
$101K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$258 - $305
|
14.4K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.06% |
$258 - $305
|
7.79K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.08% |
$258 - $305
|
6.44K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.42% |
$258 - $305
|
1.2K
$95.7K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.19% |
$258 - $305
|
2.62K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$258 - $305
|
12.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5+ 0.02% |
$258 - $305
|
24.9K
$1.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.68% |
$258 - $305
|
303
$24.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.85% |
$206 - $244
|
474
$37.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.02% |
$206 - $244
|
21.1K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.98K
$636K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.16K
$571K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.7% |
$155 - $183
|
430
$34.3K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$155 - $183
|
4.72K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.01K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$155 - $183
|
3.82K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$155 - $183
|
5.32K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.05% |
$155 - $183
|
6.24K
$498K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$103 - $122
|
6.04K
$482K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.04% |
$103 - $122
|
4.92K
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$103 - $122
|
8.76K
$698K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$103 - $122
|
4.21K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.02% |
$103 - $122
|
11.4K
$908K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$103 - $122
|
6.2K
$494K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 0.97% |
$103 - $122
|
209
$16.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$51.6 - $61
|
4.43K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
1+ 0.13% |
$51.6 - $61
|
771
$61.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1+ 0.0% |
$51.6 - $61
|
32.9K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
18.4K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$51.6 - $61
|
221
$17.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$51.6 - $61
|
260
$20.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$51.6 - $61
|
898
$71.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.57K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
11.3K
$902K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
6.98K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.95K
$714K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.76% |
$51.6 - $61
|
133
$10.6K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.61K
$687K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.02% |
$51.6 - $61
|
5.19K
$414K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$51.6 - $61
|
4.25K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- -0.0% |
$51.6 - $61
|
37.5K
$2.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 3.13% |
$103 - $122
|
62
$4.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 0.01% |
$103 - $122
|
14K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2- 1.37% |
$103 - $122
|
144
$11.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-3- 0.01% |
$155 - $183
|
43.4K
$3.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3- 0.08% |
$155 - $183
|
3.69K
$294K
|