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 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 11.63% |
$858K - $1.01M
|
160K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
16.4KNew |
$848K - $1M
|
16.4K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
16.4K+ 41.19% |
$847K - $1M
|
56.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
16.3K+ 13.3% |
$843K - $996K
|
139K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
16K+ 141.57% |
$826K - $977K
|
27.3K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
15.8K+ 1.04% |
$815K - $964K
|
1.53M
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
15.4K+ 10.0% |
$795K - $940K
|
170K
$13.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.3KNew |
$790K - $934K
|
15.3K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
15.3K+ 1.68% |
$789K - $933K
|
927K
$73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.2K+ 0.89% |
$782K - $924K
|
1.72M
$136M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15K+ 48.13% |
$773K - $913K
|
46.1K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
14.9KNew |
$768K - $908K
|
14.9K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
14.8KNew |
$762K - $900K
|
14.8K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.7K+ 22.55% |
$760K - $898K
|
80K
$6.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
14.7K+ 208.31% |
$757K - $895K
|
21.7K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.6K+ 1.31% |
$751K - $887K
|
1.13M
$88.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
14.5K+ 8.75% |
$748K - $884K
|
180K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
14.4K+ 2.43% |
$744K - $879K
|
607K
$47.8M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
14K+ 3.13% |
$722K - $854K
|
462K
$36.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
14KNew |
$722K - $853K
|
14K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14KNew |
$720K - $851K
|
14K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.8KNew |
$712K - $842K
|
13.8K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Sciencast Management LP
|
BUY
|
- |
13.7K+ 37.84% |
$708K - $837K
|
50K
$3.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.5KNew |
$695K - $822K
|
13.5K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
13.2KNew |
$682K - $807K
|
13.2K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.1K+ 33.65% |
$676K - $799K
|
52K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
13KNew |
$673K - $795K
|
13K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
12.8KNew |
$662K - $783K
|
12.8K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.7K+ 35.68% |
$656K - $775K
|
48.3K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.2K+ 4.69% |
$632K - $747K
|
273K
$21.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.2KNew |
$631K - $746K
|
12.2K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
12.2K+ 2.15% |
$627K - $741K
|
578K
$45.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 1.94% |
$626K - $740K
|
639K
$50.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.1K+ 7.71% |
$622K - $735K
|
168K
$13.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7K+ 31.94% |
$604K - $715K
|
48.4K
$3.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
11.7K+ 3.58% |
$603K - $712K
|
338K
$26.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
11.6K+ 4.39% |
$597K - $705K
|
275K
$21.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.3K+ 38.32% |
$582K - $688K
|
40.7K
$3.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.3KNew |
$582K - $688K
|
11.3K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$580K - $686K
|
11.2K
$886K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.1K+ 12.74% |
$570K - $674K
|
97.8K
$7.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
11K+ 1.96% |
$569K - $673K
|
575K
$45.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
11KNew |
$565K - $668K
|
11K
$864K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
10.9KNew |
$563K - $665K
|
10.9K
$860K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.9K+ 3.63% |
$562K - $664K
|
311K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 2.07% |
$561K - $663K
|
537K
$42.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.6KNew |
$545K - $644K
|
10.6K
$832K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$541K - $639K
|
10.5K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.5K+ 12.65% |
$539K - $638K
|
93.1K
$7.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.26% |
$529K - $626K
|
54.4K
$4.29M
|