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 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.56K- 14.8% |
$183K - $217K
|
20.5K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.6K- 10.29% |
$186K - $219K
|
31.4K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.71K- 10.34% |
$191K - $226K
|
32.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 0.9% |
$192K - $227K
|
411K
$33.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.77K- 7.68% |
$194K - $230K
|
45.3K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.79K- 2.55% |
$195K - $231K
|
145K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.81K- 2.69% |
$196K - $232K
|
138K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.89K- 8.27% |
$201K - $237K
|
43.2K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.94K- 6.17% |
$203K - $240K
|
60K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-4.02K- 0.18% |
$207K - $245K
|
2.19M
$177M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 6.93% |
$210K - $248K
|
54.6K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 0.53% |
$213K - $251K
|
774K
$62.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.2K- 25.03% |
$217K - $256K
|
12.6K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.26K- 13.67% |
$220K - $260K
|
26.9K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.3K- 5.05% |
$222K - $262K
|
80.9K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.46K- 29.7% |
$230K - $272K
|
10.6K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.53K- 10.83% |
$234K - $276K
|
37.3K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.54K- 17.14% |
$234K - $277K
|
21.9K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.57K- 47.99% |
$236K - $279K
|
4.95K
$399K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.6K- 24.26% |
$237K - $280K
|
14.3K
$1.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.6K- 41.38% |
$237K - $280K
|
6.51K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 4.63% |
$242K - $286K
|
96.9K
$7.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.71K- 10.81% |
$243K - $287K
|
38.9K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.73K- 19.97% |
$244K - $288K
|
18.9K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-4.78K- 0.46% |
$246K - $291K
|
1.04M
$83.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-4.79K- 26.27% |
$247K - $292K
|
13.4K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.92K- 24.8% |
$254K - $300K
|
14.9K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.93K- 57.73% |
$254K - $300K
|
3.61K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.94K- 12.65% |
$255K - $301K
|
34.1K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.96K- 1.75% |
$256K - $302K
|
278K
$22.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.97K- 4.2% |
$256K - $303K
|
113K
$9.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5K- 25.0% |
$258K - $305K
|
15K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-5K- 34.6% |
$258K - $305K
|
9.45K
$762K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5K- 41.45% |
$258K - $305K
|
7.07K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.04K- 1.62% |
$260K - $307K
|
305K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.12K- 5.37% |
$264K - $312K
|
90.1K
$7.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 9.31% |
$265K - $313K
|
50K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.16K- 2.0% |
$266K - $314K
|
252K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-5.16K- 8.46% |
$266K - $314K
|
55.8K
$4.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.16K- 9.7% |
$266K - $314K
|
48K
$3.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
SELL
|
- |
-5.19K- 67.31% |
$267K - $316K
|
2.52K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 5.41% |
$272K - $322K
|
92.3K
$7.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.41K- 4.87% |
$279K - $330K
|
106K
$8.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.5K- 0.9% |
$284K - $335K
|
606K
$48.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.58K- 31.01% |
$288K - $340K
|
12.4K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.6K- 2.84% |
$289K - $341K
|
192K
$15.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.61K- 4.39% |
$289K - $342K
|
122K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5.62K- 30.12% |
$290K - $342K
|
13K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.69K- 14.71% |
$293K - $347K
|
33K
$2.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.69K- 0.7% |
$294K - $347K
|
807K
$65M
|