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 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.03K- 21.34% |
$105K - $124K
|
7.47K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.03K- 20.59% |
$105K - $124K
|
7.83K
$585K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.04K- 5.05% |
$105K - $124K
|
38.3K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.85% |
$107K - $126K
|
40.6K
$3.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.08K- 0.87% |
$107K - $127K
|
237K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.08K- 14.99% |
$107K - $127K
|
11.8K
$882K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.1K- 4.18% |
$108K - $128K
|
48.2K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.13K- 28.82% |
$110K - $130K
|
5.27K
$394K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
SELL
|
- |
-2.15K- 21.56% |
$111K - $131K
|
7.84K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.17K- 3.88% |
$112K - $132K
|
53.8K
$4.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 4.27% |
$112K - $133K
|
48.7K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.2K- 8.2% |
$113K - $134K
|
24.6K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.2K- 17.88% |
$114K - $134K
|
10.1K
$755K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.22K- 14.65% |
$114K - $135K
|
12.9K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.33K- 2.72% |
$120K - $142K
|
83.4K
$6.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.35K- 7.23% |
$121K - $143K
|
30.2K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.38K- 14.56% |
$123K - $145K
|
14K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.4K- 8.15% |
$124K - $146K
|
27.1K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
- |
-2.44K- 14.11% |
$126K - $148K
|
14.8K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.44K- 14.83% |
$126K - $149K
|
14K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-2.45K- 1.87% |
$126K - $149K
|
129K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.48K- 8.42% |
$128K - $151K
|
26.9K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.5K- 2.07% |
$129K - $152K
|
118K
$8.84M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.51K- 22.12% |
$129K - $153K
|
8.82K
$659K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.51K- 8.69% |
$130K - $153K
|
26.4K
$1.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.52K- 8.87% |
$130K - $153K
|
25.9K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.53K- 16.58% |
$130K - $154K
|
12.7K
$949K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.53K- 17.2% |
$130K - $154K
|
12.2K
$909K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.55K- 26.15% |
$131K - $155K
|
7.2K
$538K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.58K- 5.74% |
$133K - $157K
|
42.4K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.62K- 2.4% |
$135K - $160K
|
106K
$7.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 4.39% |
$135K - $160K
|
57.2K
$4.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.64K- 3.47% |
$136K - $161K
|
73.5K
$5.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.67K- 11.16% |
$138K - $163K
|
21.3K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 5.19% |
$139K - $164K
|
49.3K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.71K- 3.3% |
$140K - $165K
|
79.3K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.73K- 10.43% |
$141K - $166K
|
23.4K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.74K- 35.88% |
$141K - $167K
|
4.89K
$366K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.75K- 3.9% |
$142K - $168K
|
67.8K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.83K- 2.17% |
$146K - $173K
|
128K
$9.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.88K- 0.96% |
$148K - $175K
|
297K
$22.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.93K- 10.48% |
$151K - $179K
|
25.1K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.02K- 5.03% |
$156K - $184K
|
57.1K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.03K- 3.27% |
$156K - $185K
|
89.7K
$6.7M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.05K- 12.77% |
$158K - $186K
|
20.9K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.07K- 2.77% |
$158K - $187K
|
108K
$8.06M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 10.47% |
$160K - $189K
|
26.5K
$1.98M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.11K- 19.04% |
$161K - $190K
|
13.2K
$989K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.15K- 5.92% |
$162K - $192K
|
50K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.17K- 3.53% |
$163K - $193K
|
86.7K
$6.48M
|