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 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.17K- 3.77% |
$164K - $194K
|
81.1K
$6.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.18K- 4.44% |
$164K - $194K
|
68.5K
$5.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.19K- 2.24% |
$165K - $195K
|
139K
$10.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.21K- 40.0% |
$165K - $196K
|
4.81K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-3.22K- 44.55% |
$166K - $196K
|
4.01K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.23K- 0.8% |
$167K - $197K
|
399K
$29.8M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-3.3K- 22.0% |
$170K - $201K
|
11.7K
$874K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 22.7% |
$171K - $202K
|
11.3K
$841K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-3.34K- 18.25% |
$172K - $204K
|
15K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.4K- 8.96% |
$175K - $207K
|
34.6K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.44K- 7.85% |
$177K - $210K
|
40.4K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.44K- 17.95% |
$177K - $210K
|
15.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.46K- 4.25% |
$178K - $211K
|
78K
$5.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 5.94% |
$179K - $211K
|
54.8K
$4.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.52KClosed |
$181K - $214K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.56K- 14.8% |
$183K - $217K
|
20.5K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.6K- 10.29% |
$186K - $219K
|
31.4K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.71K- 10.34% |
$191K - $226K
|
32.2K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 0.9% |
$192K - $227K
|
411K
$30.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.77K- 7.68% |
$194K - $230K
|
45.3K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.79K- 2.55% |
$195K - $231K
|
145K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.81K- 2.69% |
$196K - $232K
|
138K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.89K- 8.27% |
$201K - $237K
|
43.2K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.94K- 6.17% |
$203K - $240K
|
60K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-4.02K- 0.18% |
$207K - $245K
|
2.19M
$164M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 6.93% |
$210K - $248K
|
54.6K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 0.53% |
$213K - $251K
|
774K
$57.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.2K- 25.03% |
$217K - $256K
|
12.6K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.26K- 13.67% |
$220K - $260K
|
26.9K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.3K- 5.05% |
$222K - $262K
|
80.9K
$6.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.46K- 29.7% |
$230K - $272K
|
10.6K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.53K- 10.83% |
$234K - $276K
|
37.3K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.54K- 17.14% |
$234K - $277K
|
21.9K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.57K- 47.99% |
$236K - $279K
|
4.95K
$370K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.6K- 24.26% |
$237K - $280K
|
14.3K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.6K- 41.38% |
$237K - $280K
|
6.51K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 4.63% |
$242K - $286K
|
96.9K
$7.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.71K- 10.81% |
$243K - $287K
|
38.9K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.73K- 19.97% |
$244K - $288K
|
18.9K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-4.78K- 0.46% |
$246K - $291K
|
1.04M
$77.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-4.79K- 26.27% |
$247K - $292K
|
13.4K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.92K- 24.8% |
$254K - $300K
|
14.9K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.93K- 57.73% |
$254K - $300K
|
3.61K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-4.94K- 12.65% |
$255K - $301K
|
34.1K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.96K- 1.75% |
$256K - $302K
|
278K
$20.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.97K- 4.2% |
$256K - $303K
|
113K
$8.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5K- 25.0% |
$258K - $305K
|
15K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-5K- 34.6% |
$258K - $305K
|
9.45K
$706K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5K- 41.45% |
$258K - $305K
|
7.07K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.04K- 1.62% |
$260K - $307K
|
305K
$22.8M
|