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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.51K- 69.19% |
$439K - $519K
|
3.79K
$283K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.54K- 0.46% |
$440K - $520K
|
1.83M
$137M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8.74K- 1.93% |
$451K - $533K
|
444K
$33.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-8.99K- 0.65% |
$464K - $548K
|
1.37M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.05K- 84.94% |
$467K - $552K
|
1.6K
$120K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-9.12K- 4.08% |
$470K - $556K
|
214K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.17K- 45.86% |
$473K - $559K
|
10.8K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-9.58K- 3.83% |
$494K - $584K
|
241K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-9.61K- 18.63% |
$496K - $586K
|
42K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.65K- 12.9% |
$498K - $588K
|
65.1K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.95K- 11.26% |
$513K - $607K
|
78.4K
$5.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.99K- 1.4% |
$515K - $609K
|
704K
$52.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10.1K- 14.47% |
$519K - $614K
|
59.5K
$4.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-10.1K- 29.17% |
$520K - $615K
|
24.5K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-10.2K- 31.75% |
$524K - $620K
|
21.8K
$1.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.5K- 0.87% |
$543K - $642K
|
1.2M
$89.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-10.5K- 7.23% |
$543K - $642K
|
135K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10.7K- 49.05% |
$549K - $649K
|
11.1K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11K- 5.07% |
$566K - $669K
|
205K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.1K- 7.77% |
$572K - $676K
|
132K
$9.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.4K- 93.39% |
$588K - $696K
|
807
$60.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-11.4K- 58.12% |
$590K - $697K
|
8.24K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-11.7K- 13.69% |
$601K - $710K
|
73.5K
$5.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-11.7K- 10.38% |
$602K - $712K
|
101K
$7.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-11.8K- 19.44% |
$608K - $719K
|
48.9K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 65.12% |
$628K - $742K
|
6.52K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.2K- 6.09% |
$630K - $744K
|
188K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 4.87% |
$631K - $745K
|
239K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-12.4K- 6.78% |
$640K - $756K
|
171K
$12.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-12.4K- 48.28% |
$641K - $757K
|
13.3K
$994K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.5K- 0.76% |
$645K - $763K
|
1.64M
$123M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.6K- 8.54% |
$651K - $770K
|
135K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.9K- 4.44% |
$666K - $787K
|
278K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 1.68% |
$669K - $791K
|
759K
$56.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ruffer LLP
|
SELL
|
- |
-13K- 72.22% |
$671K - $793K
|
5K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-14.2K- 0.68% |
$730K - $863K
|
2.05M
$154M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14.3K- 28.68% |
$735K - $869K
|
35.4K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-14.3K- 1.76% |
$740K - $874K
|
800K
$59.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.7K- 5.34% |
$756K - $894K
|
260K
$19.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-14.7K- 5.66% |
$759K - $897K
|
245K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.9K- 36.19% |
$769K - $909K
|
26.3K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.9K- 3.57% |
$771K - $911K
|
403K
$30.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-15K- 17.15% |
$772K - $912K
|
72.3K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-15.1K- 13.46% |
$779K - $920K
|
97K
$7.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15.6K- 63.01% |
$804K - $950K
|
9.15K
$684K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16K- 3.48% |
$823K - $973K
|
443K
$33.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-16K- 79.55% |
$825K - $976K
|
4.11K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-16.5K- 99.6% |
$851K - $1.01M
|
67
$5.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-16.7K- 1.91% |
$860K - $1.02M
|
854K
$63.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-16.9K- 4.14% |
$872K - $1.03M
|
392K
$29.3M
|