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 |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,508
shares
|
$502,482
0.17% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,507
shares
|
$502,405
0.16% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,504
shares
|
$502,173
0.07% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
6,500
shares
|
$501,864
0.18% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
6,474
shares
|
$499,857
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
6,474
shares
|
$499,857
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,461
shares
|
$498,853
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,460
shares
|
$498,776
0.09% of portfolio
|
Q1 2024
Added 30.48%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
6,442
shares
|
$497,386
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
6,427
shares
|
$496,228
0.27% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,424
shares
|
$495,997
0.03% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,419
shares
|
$495,610
0.04% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
6,394
shares
|
$493,680
0.13% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,377
shares
|
$492,368
0.06% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
6,375
shares
|
$492,213
0.05% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,361
shares
|
$491,132
0.0% of portfolio
|
Q3 2024
Added 20.04%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,360
shares
|
$491,055
0.06% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
6,347
shares
|
$490,051
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
6,322
shares
|
$488,121
0.08% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
6,322
shares
|
$488,121
0.09% of portfolio
|
Q3 2024
Reduced 80.5%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,306
shares
|
$486,886
0.16% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$485,882
0.13% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
6,286
shares
|
$485,342
0.17% of portfolio
|
Q1 2024
Added 36.8%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
6,277
shares
|
$484,647
0.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,271
shares
|
$484,183
0.03% of portfolio
|
Q3 2024
Added 65.59%
|