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 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 2.07% |
$561K - $663K
|
537K
$40.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.6KNew |
$545K - $644K
|
10.6K
$790K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$541K - $639K
|
10.5K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.5K+ 12.65% |
$539K - $638K
|
93.1K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.26% |
$529K - $626K
|
54.4K
$4.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
9.96K+ 108.17% |
$514K - $607K
|
19.2K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.87K+ 79.9% |
$509K - $602K
|
22.2K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.82K+ 197.23% |
$506K - $598K
|
14.8K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
9.79K+ 6.8% |
$505K - $597K
|
154K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.78K+ 6.42% |
$504K - $596K
|
162K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.74K+ 3.06% |
$503K - $594K
|
329K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
9.53K+ 38.92% |
$491K - $581K
|
34K
$2.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.5K+ 50.25% |
$490K - $579K
|
28.4K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.47K+ 1.27% |
$489K - $578K
|
753K
$56.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
9.08KNew |
$468K - $553K
|
9.08K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.93KNew |
$461K - $544K
|
8.93K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.92K+ 85.27% |
$460K - $544K
|
19.4K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.84K+ 0.82% |
$456K - $539K
|
1.08M
$80.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.75K+ 177.76% |
$451K - $534K
|
13.7K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.72K+ 2.4% |
$450K - $531K
|
371K
$27.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.69KNew |
$448K - $530K
|
8.69K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
8.67K+ 0.36% |
$447K - $528K
|
2.38M
$178M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8.61KNew |
$444K - $525K
|
8.61K
$644K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.46K+ 2.37% |
$437K - $516K
|
366K
$27.4M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.46KNew |
$436K - $516K
|
8.46K
$633K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.37KNew |
$432K - $510K
|
8.37K
$626K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.36K+ 15.93% |
$431K - $510K
|
60.8K
$4.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.36KNew |
$431K - $510K
|
8.36K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.35KNew |
$430K - $509K
|
8.35K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
8.29KNew |
$428K - $505K
|
8.29K
$620K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
8.28KNew |
$427K - $505K
|
8.28K
$619K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.22K+ 11.52% |
$424K - $501K
|
79.6K
$5.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.19K+ 35.9% |
$422K - $499K
|
31K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
8.11K+ 34.63% |
$418K - $494K
|
31.5K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 1.85% |
$418K - $494K
|
446K
$33.4M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8KNew |
$413K - $488K
|
8K
$598K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.67K+ 1.91% |
$396K - $468K
|
410K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7.57KNew |
$391K - $462K
|
7.57K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.57KNew |
$390K - $462K
|
7.57K
$566K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7.53K+ 5.05% |
$389K - $459K
|
157K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.51K+ 19.64% |
$387K - $458K
|
45.8K
$3.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 2.28% |
$386K - $456K
|
336K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$385K - $455K
|
7.47K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
7.45K+ 67.2% |
$384K - $454K
|
18.5K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.42K+ 7.95% |
$383K - $453K
|
101K
$7.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
7.42K+ 8.33% |
$382K - $452K
|
96.4K
$7.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
7.3K+ 7.54% |
$377K - $445K
|
104K
$7.79M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.28K+ 22.95% |
$375K - $444K
|
39K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.24K+ 5.68% |
$373K - $441K
|
135K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.18K+ 12.2% |
$370K - $438K
|
66.1K
$4.94M
|