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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-103- 1.51% |
$5.31K - $6.28K
|
6.73K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-105- 1.65% |
$5.42K - $6.4K
|
6.28K
$506K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-108- 1.2% |
$5.57K - $6.58K
|
8.89K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-108- 0.3% |
$5.57K - $6.58K
|
36K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-109- 0.92% |
$5.62K - $6.65K
|
11.7K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-111- 1.19% |
$5.73K - $6.77K
|
9.24K
$745K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-112- 12.58% |
$5.78K - $6.83K
|
778
$62.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-112- 0.7% |
$5.78K - $6.83K
|
16K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-114- 2.32% |
$5.88K - $6.95K
|
4.79K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 0.29% |
$5.98K - $7.07K
|
39.4K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-116- 56.86% |
$5.98K - $7.07K
|
88
$7.09K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-118- 2.03% |
$6.09K - $7.19K
|
5.7K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-118- 2.19% |
$6.09K - $7.19K
|
5.28K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-119- 1.64% |
$6.14K - $7.26K
|
7.14K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-120- 0.09% |
$6.19K - $7.32K
|
126K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-120- 3.27% |
$6.19K - $7.32K
|
3.56K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-121- 1.87% |
$6.24K - $7.38K
|
6.36K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-121- 2.47% |
$6.24K - $7.38K
|
4.78K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-122- 0.28% |
$6.29K - $7.44K
|
42.7K
$3.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-123- 1.32% |
$6.34K - $7.5K
|
9.18K
$740K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-123- 15.81% |
$6.34K - $7.5K
|
655
$52.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 0.17% |
$6.45K - $7.62K
|
74.7K
$6.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 2.52% |
$6.5K - $7.68K
|
4.88K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-128- 1.6% |
$6.6K - $7.8K
|
7.88K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-129- 3.5% |
$6.65K - $7.87K
|
3.56K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 8.26% |
$6.96K - $8.23K
|
1.5K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-136- 0.12% |
$7.01K - $8.29K
|
116K
$9.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-137- 0.45% |
$7.07K - $8.35K
|
30.4K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-139- 0.7% |
$7.17K - $8.47K
|
19.7K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-140- 22.22% |
$7.22K - $8.54K
|
490
$39.5K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-140- 2.89% |
$7.22K - $8.54K
|
4.7K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-142- 2.12% |
$7.32K - $8.66K
|
6.56K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-142- 7.34% |
$7.32K - $8.66K
|
1.79K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-142- 2.06% |
$7.32K - $8.66K
|
6.76K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-144- 0.96% |
$7.43K - $8.78K
|
14.9K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-144- 2.51% |
$7.43K - $8.78K
|
5.59K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-145- 0.14% |
$7.48K - $8.84K
|
100K
$8.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 1.11% |
$7.74K - $9.15K
|
13.4K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$5.96K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.34% |
$8.05K - $9.51K
|
6.5K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-156- 1.07% |
$8.05K - $9.51K
|
14.4K
$1.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-159- 1.77% |
$8.2K - $9.69K
|
8.82K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-162- 0.16% |
$8.36K - $9.88K
|
103K
$8.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-164- 2.5% |
$8.46K - $10K
|
6.39K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-164- 4.18% |
$8.46K - $10K
|
3.76K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-166- 2.38% |
$8.56K - $10.1K
|
6.82K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-167- 3.85% |
$8.61K - $10.2K
|
4.17K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-167- 2.15% |
$8.61K - $10.2K
|
7.62K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-168- 2.22% |
$8.67K - $10.2K
|
7.41K
$597K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-169- 1.35% |
$8.72K - $10.3K
|
12.4K
$999K
|