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
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
7.04K+ 128.45% |
$363K - $429K
|
12.5K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.04KNew |
$363K - $429K
|
7.04K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.84K+ 18.42% |
$353K - $417K
|
44K
$3.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.84K+ 0.98% |
$353K - $417K
|
703K
$55.4M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.7K+ 96.75% |
$346K - $408K
|
13.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.69K+ 5.62% |
$345K - $408K
|
126K
$9.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.67KNew |
$344K - $407K
|
6.67K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.63K+ 4.13% |
$342K - $404K
|
167K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
6.62K+ 74.35% |
$342K - $404K
|
15.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.54K+ 14.36% |
$337K - $399K
|
52.1K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.53KNew |
$337K - $398K
|
6.53K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.47KNew |
$334K - $395K
|
6.47K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.43K+ 1.87% |
$332K - $392K
|
350K
$27.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.37K+ 10.26% |
$328K - $388K
|
68.4K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
6.33K+ 35.28% |
$326K - $386K
|
24.3K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.32K+ 6.99% |
$326K - $385K
|
96.7K
$7.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.26K+ 4.55% |
$323K - $382K
|
144K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.22K+ 7.23% |
$321K - $379K
|
92.3K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6.19KNew |
$319K - $377K
|
6.19K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
6.11K+ 29.11% |
$315K - $373K
|
27.1K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.1K+ 3.14% |
$315K - $372K
|
201K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.09KNew |
$314K - $371K
|
6.09K
$480K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.98KNew |
$308K - $365K
|
5.98K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.95K+ 15.78% |
$307K - $363K
|
43.7K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.95K+ 4.48% |
$307K - $363K
|
139K
$10.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
5.81K+ 3.99% |
$299K - $354K
|
151K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.79K+ 45.98% |
$299K - $353K
|
18.4K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.7K+ 46.34% |
$294K - $348K
|
18K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5.69KNew |
$293K - $347K
|
5.69K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.6K+ 45.02% |
$289K - $342K
|
18.1K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48KNew |
$283K - $334K
|
5.48K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.47KNew |
$282K - $334K
|
5.47K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.47KNew |
$282K - $334K
|
5.47K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.38KNew |
$278K - $328K
|
5.38K
$424K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.37K+ 47.81% |
$277K - $327K
|
16.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.35KNew |
$276K - $326K
|
5.35K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.29KNew |
$273K - $323K
|
5.29K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.28KNew |
$272K - $322K
|
5.28K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
5.15K+ 3.1% |
$266K - $314K
|
171K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.12K+ 3.01% |
$264K - $312K
|
175K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.11KNew |
$264K - $312K
|
5.11K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.1K+ 8.89% |
$263K - $311K
|
62.5K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.06K+ 2.62% |
$261K - $309K
|
198K
$15.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.99K+ 15.34% |
$257K - $304K
|
37.5K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.93K+ 10.71% |
$254K - $300K
|
50.9K
$4.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.18% |
$252K - $298K
|
73K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.87K+ 128.5% |
$251K - $297K
|
8.66K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.87KNew |
$251K - $297K
|
4.87K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.85K+ 9.1% |
$250K - $296K
|
58.1K
$4.58M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.83KNew |
$249K - $294K
|
4.83K
$380K
|