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 |
|---|---|---|---|---|---|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,948
shares
|
$376,889
0.06% of portfolio
|
Q3 2024
Added 1137.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
4,942
shares
|
$376,432
0.17% of portfolio
|
Q1 2024
Reduced 27.46%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
4,941
shares
|
$376,355
0.13% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,938
shares
|
$376,127
0.19% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,932
shares
|
$375,670
0.21% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
4,926
shares
|
$375,213
0.0% of portfolio
|
Q1 2024
Reduced 25.77%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
4,917
shares
|
$374,527
0.19% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
4,913
shares
|
$374,223
0.01% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,892
shares
|
$372,623
0.02% of portfolio
|
Q3 2024
Reduced 35.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
4,884
shares
|
$372,014
0.04% of portfolio
|
Q2 2024
Reduced 34.02%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
4,875
shares
|
$371,328
0.03% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
4,869
shares
|
$370,871
0.21% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,867
shares
|
$370,719
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
4,853
shares
|
$369,653
0.17% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,848
shares
|
$369,272
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$369,195
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
4,847
shares
|
$369,195
0.02% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,842
shares
|
$368,815
0.02% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,841
shares
|
$368,738
0.02% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
4,836
shares
|
$368,358
0.03% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
4,833
shares
|
$368,129
0.02% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
4,832
shares
|
$368,053
0.11% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
4,830
shares
|
$367,901
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
4,826
shares
|
$367,596
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
4,813
shares
|
$366,606
0.01% of portfolio
|
Q3 2024
Reduced 40.0%
|