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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
9,758
shares
|
$743,266
0.16% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,757
shares
|
$743,190
0.2% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,736
shares
|
$741,591
0.21% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
9,700
shares
|
$738,849
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,637
shares
|
$734,050
0.02% of portfolio
|
Q3 2024
Added 51.72%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
9,614
shares
|
$732,298
0.44% of portfolio
|
Q3 2024
Added 21.17%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
9,595
shares
|
$730,851
0.11% of portfolio
|
Q1 2021
Reduced 0.52%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
9,591
shares
|
$730,546
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
9,570
shares
|
$728,946
0.02% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
9,555
shares
|
$727,804
0.15% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,550
shares
|
$727,423
0.02% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
9,545
shares
|
$727,042
0.08% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
9,544
shares
|
$726,966
0.05% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
9,537
shares
|
$726,433
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
9,486
shares
|
$722,548
0.18% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
9,480
shares
|
$722,091
0.25% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
9,451
shares
|
$719,882
0.04% of portfolio
|
Q3 2024
Reduced 34.6%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
9,450
shares
|
$719,806
0.37% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
9,435
shares
|
$718,663
0.01% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
9,420
shares
|
$717,521
0.13% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
9,374
shares
|
$714,017
0.13% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
9,351
shares
|
$712,265
0.38% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
9,312
shares
|
$709,295
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
9,311
shares
|
$709,218
0.04% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
9,294
shares
|
$707,923
0.07% of portfolio
|
Q3 2024
Added 0.79%
|