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 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-52- 0.35% |
$2.68K - $3.17K
|
14.8K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 5.91% |
$2.68K - $3.17K
|
828
$66.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-53- 17.97% |
$2.73K - $3.23K
|
242
$19.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-53- 1.27% |
$2.73K - $3.23K
|
4.13K
$333K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-55- 0.4% |
$2.84K - $3.35K
|
13.7K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 2.44% |
$2.84K - $3.35K
|
2.2K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 1.71% |
$2.94K - $3.48K
|
3.27K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-58- 3.08% |
$2.99K - $3.54K
|
1.83K
$147K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-58- 0.42% |
$2.99K - $3.54K
|
13.7K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-60- 0.32% |
$3.09K - $3.66K
|
18.6K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-61- 1.31% |
$3.15K - $3.72K
|
4.58K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-62- 3.93% |
$3.2K - $3.78K
|
1.52K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-62- 0.99% |
$3.2K - $3.78K
|
6.21K
$500K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-63- 0.47% |
$3.25K - $3.84K
|
13.3K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-63- 1.72% |
$3.25K - $3.84K
|
3.6K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 2.15% |
$3.3K - $3.9K
|
2.91K
$234K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-65- 69.89% |
$3.35K - $3.96K
|
28
$2.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-65- 0.47% |
$3.35K - $3.96K
|
13.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-66- 0.37% |
$3.4K - $4.02K
|
17.9K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-66- 1.8% |
$3.4K - $4.02K
|
3.6K
$290K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-68- 7.86% |
$3.51K - $4.15K
|
797
$64.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-73- 1.2% |
$3.77K - $4.45K
|
6.02K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-73- 0.64% |
$3.77K - $4.45K
|
11.3K
$914K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-74- 0.23% |
$3.82K - $4.51K
|
32.7K
$2.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.65% |
$3.87K - $4.57K
|
11.5K
$924K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-75- 16.3% |
$3.87K - $4.57K
|
385
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-75- 1.49% |
$3.87K - $4.57K
|
4.95K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-75- 2.03% |
$3.87K - $4.57K
|
3.62K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-76- 0.98% |
$3.92K - $4.63K
|
7.68K
$619K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-76- 0.69% |
$3.92K - $4.63K
|
10.9K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-77- 0.2% |
$3.97K - $4.69K
|
39.2K
$3.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-77- 0.59% |
$3.97K - $4.69K
|
12.9K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 0.66% |
$4.02K - $4.76K
|
11.8K
$950K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-78- 1.74% |
$4.02K - $4.76K
|
4.41K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-80- 1.07% |
$4.13K - $4.88K
|
7.41K
$597K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 0.04% |
$4.18K - $4.94K
|
210K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-82- 1.67% |
$4.23K - $5K
|
4.83K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-83- 1.45% |
$4.28K - $5.06K
|
5.63K
$454K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-84- 0.41% |
$4.33K - $5.12K
|
20.4K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-86- 1.96% |
$4.44K - $5.24K
|
4.3K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-88- 0.2% |
$4.54K - $5.37K
|
44.9K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-92- 2.56% |
$4.75K - $5.61K
|
3.51K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-93- 1.81% |
$4.8K - $5.67K
|
5.04K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95- 1.5% |
$4.9K - $5.79K
|
6.25K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-96- 1.14% |
$4.95K - $5.85K
|
8.31K
$670K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-97- 0.47% |
$5K - $5.91K
|
20.4K
$1.64M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-98- 8.23% |
$5.05K - $5.98K
|
1.09K
$88.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 2.0% |
$5.11K - $6.04K
|
4.85K
$391K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 2.48% |
$5.16K - $6.1K
|
3.93K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$5.16K - $6.1K
|
14.9K
$1.2M
|