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 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 0.79% |
$12.9K - $15.2K
|
31.3K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-250- 1.28% |
$12.9K - $15.2K
|
19.2K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-256- 1.22% |
$13.2K - $15.6K
|
20.7K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-260- 0.51% |
$13.4K - $15.9K
|
50.6K
$4.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-261- 6.36% |
$13.5K - $15.9K
|
3.84K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-262- 1.77% |
$13.5K - $16K
|
14.5K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-263- 0.52% |
$13.6K - $16K
|
50.5K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-263- 1.53% |
$13.6K - $16K
|
17K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-264- 10.63% |
$13.6K - $16.1K
|
2.22K
$179K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-264- 0.84% |
$13.6K - $16.1K
|
31.1K
$2.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-269- 5.0% |
$13.9K - $16.4K
|
5.11K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-270- 3.44% |
$13.9K - $16.5K
|
7.59K
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-277- 3.24% |
$14.3K - $16.9K
|
8.27K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-278- 5.73% |
$14.3K - $16.9K
|
4.58K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-278- 12.09% |
$14.3K - $16.9K
|
2.02K
$163K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-284- 0.81% |
$14.6K - $17.3K
|
34.7K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-284- 1.0% |
$14.6K - $17.3K
|
28K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-289- 5.39% |
$14.9K - $17.6K
|
5.07K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-290- 1.45% |
$15K - $17.7K
|
19.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-295- 2.21% |
$15.2K - $18K
|
13K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.79% |
$15.4K - $18.2K
|
37.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-299- 33.33% |
$15.4K - $18.2K
|
598
$48.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-300- 4.16% |
$15.5K - $18.3K
|
6.92K
$557K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-300- 1.4% |
$15.5K - $18.3K
|
21.1K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-300- 0.51% |
$15.5K - $18.3K
|
58.9K
$4.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-300- 4.22% |
$15.5K - $18.3K
|
6.8K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 5.99% |
$15.5K - $18.3K
|
4.71K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-300- 7.24% |
$15.5K - $18.3K
|
3.84K
$310K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-302- 1.65% |
$15.6K - $18.4K
|
18.1K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 60.28% |
$15.6K - $18.4K
|
199
$16K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-302- 44.35% |
$15.6K - $18.4K
|
379
$30.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-303- 3.34% |
$15.6K - $18.5K
|
8.77K
$707K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-304- 4.11% |
$15.7K - $18.5K
|
7.1K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-304- 4.49% |
$15.7K - $18.5K
|
6.47K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-307- 3.45% |
$15.8K - $18.7K
|
8.59K
$693K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-314- 1.88% |
$16.2K - $19.1K
|
16.4K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-315- 3.61% |
$16.2K - $19.2K
|
8.42K
$679K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-319- 1.04% |
$16.5K - $19.4K
|
30.4K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-325- 5.68% |
$16.8K - $19.8K
|
5.39K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-329- 3.6% |
$17K - $20.1K
|
8.81K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-333- 6.26% |
$17.2K - $20.3K
|
4.99K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-336- 3.47% |
$17.3K - $20.5K
|
9.35K
$754K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-338- 2.34% |
$17.4K - $20.6K
|
14.1K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-350- 0.25% |
$18.1K - $21.3K
|
142K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-350- 10.8% |
$18.1K - $21.3K
|
2.89K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-350- 0.93% |
$18.1K - $21.3K
|
37.2K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-353- 1.76% |
$18.2K - $21.5K
|
19.7K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-363- 2.93% |
$18.7K - $22.1K
|
12K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-369- 2.52% |
$19K - $22.5K
|
14.3K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-372- 5.51% |
$19.2K - $22.7K
|
6.38K
$514K
|