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 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 0.59% |
$77.4K - $91.5K
|
254K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.5K- 3.44% |
$77.4K - $91.5K
|
42.1K
$3.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.73% |
$77.4K - $91.5K
|
85.5K
$6.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.5K- 4.71% |
$77.4K - $91.5K
|
30.4K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.5K- 24.27% |
$77.5K - $91.6K
|
4.69K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.53K- 7.79% |
$79K - $93.3K
|
18.1K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.56K- 4.93% |
$80.4K - $95K
|
30.1K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.59K- 3.41% |
$81.8K - $96.7K
|
44.9K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 9.31% |
$82.1K - $97K
|
15.5K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.59K- 16.53% |
$82.2K - $97.2K
|
8.05K
$649K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.6K- 11.51% |
$82.5K - $97.6K
|
12.3K
$991K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.6K- 7.89% |
$82.5K - $97.6K
|
18.7K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.6K- 12.64% |
$82.7K - $97.7K
|
11.1K
$893K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 2.17% |
$82.8K - $97.9K
|
72.4K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-1.63K- 1.81% |
$84K - $99.3K
|
88.3K
$7.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 2.16% |
$84.2K - $99.5K
|
74K
$5.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.67K- 0.94% |
$86.2K - $102K
|
176K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.74K- 7.24% |
$89.6K - $106K
|
22.2K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.75K- 4.12% |
$90.4K - $107K
|
40.8K
$3.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 3.68% |
$90.9K - $107K
|
46.2K
$3.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.8K- 2.65% |
$92.8K - $110K
|
66.2K
$5.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.81K- 12.32% |
$93.2K - $110K
|
12.9K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.83K- 14.02% |
$94.2K - $111K
|
11.2K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.83K- 11.48% |
$94.5K - $112K
|
14.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 25.55% |
$96.1K - $114K
|
5.43K
$438K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 27.97% |
$97K - $115K
|
4.84K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.88K- 12.85% |
$97.1K - $115K
|
12.8K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.93K- 1.87% |
$99.7K - $118K
|
102K
$8.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.94K- 0.4% |
$100K - $118K
|
488K
$39.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.95K- 7.63% |
$101K - $119K
|
23.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 1.33% |
$101K - $119K
|
144K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.95K- 5.09% |
$101K - $119K
|
36.4K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.95K- 1.65% |
$101K - $119K
|
117K
$9.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.09% |
$102K - $121K
|
22.5K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2K- 21.56% |
$103K - $122K
|
7.28K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.02K- 33.6% |
$104K - $123K
|
4K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.03K- 21.34% |
$105K - $124K
|
7.47K
$602K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.03K- 20.59% |
$105K - $124K
|
7.83K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.04K- 5.05% |
$105K - $124K
|
38.3K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.85% |
$107K - $126K
|
40.6K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.08K- 0.87% |
$107K - $127K
|
237K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.08K- 14.99% |
$107K - $127K
|
11.8K
$951K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.1K- 4.18% |
$108K - $128K
|
48.2K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.13K- 28.82% |
$110K - $130K
|
5.27K
$425K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
SELL
|
- |
-2.15K- 21.56% |
$111K - $131K
|
7.84K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.17K- 3.88% |
$112K - $132K
|
53.8K
$4.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 4.27% |
$112K - $133K
|
48.7K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.2K- 8.2% |
$113K - $134K
|
24.6K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.2K- 17.88% |
$114K - $134K
|
10.1K
$815K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.22K- 14.65% |
$114K - $135K
|
12.9K
$1.04M
|