Institutional Ownership Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC). We have compiled data on the 2,503 institutions that hold shares in the stock, with a total of 2.27 Billion shares, which have been reported (via 13F filing form) to have a value of $175 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
11,300
shares
|
$872,472
0.25% of portfolio
|
Q4 2023
Reduced 8.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,278
shares
|
$870,774
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
11,256
shares
|
$869,075
0.04% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
11,247
shares
|
$868,380
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
11,241
shares
|
$867,917
0.07% of portfolio
|
Q2 2022
Reduced 0.44%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
11,239
shares
|
$867,763
0.16% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
11,208
shares
|
$865,369
0.23% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
11,201
shares
|
$864,829
0.08% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
11,195
shares
|
$864,365
0.23% of portfolio
|
Q3 2024
Added 17.02%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
11,181
shares
|
$863,285
0.17% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
11,171
shares
|
$862,512
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
11,160
shares
|
$861,663
0.1% of portfolio
|
Q3 2023
Added 32.86%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
11,152
shares
|
$861,045
0.21% of portfolio
|
Q3 2019
Reduced 1.08%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
11,150
shares
|
$860,891
0.12% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
11,079
shares
|
$855,409
0.03% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
11,066
shares
|
$854,405
0.18% of portfolio
|
Q3 2024
Reduced 49.05%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,038
shares
|
$852,243
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
10,975
shares
|
$847,379
0.07% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,961
shares
|
$846,298
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
10,912
shares
|
$842,515
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
10,908
shares
|
$842,206
0.4% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,905
shares
|
$841,975
0.11% of portfolio
|
Q4 2022
Reduced 38.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$841,588
0.04% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
10,836
shares
|
$836,647
0.26% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
10,831
shares
|
$836,261
0.38% of portfolio
|
Q3 2024
Added 44.45%
|