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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
4,147
shares
|
$315,876
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
4,131
shares
|
$314,658
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
4,115
shares
|
$313,439
0.02% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
4,112
shares
|
$313,211
0.12% of portfolio
|
Q3 2024
Reduced 79.55%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
4,101
shares
|
$312,373
0.06% of portfolio
|
Q1 2024
Reduced 19.6%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,100
shares
|
$312,297
0.02% of portfolio
|
Q3 2024
Reduced 98.76%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
4,099
shares
|
$312,220
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,069
shares
|
$309,935
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,047
shares
|
$308,259
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
4,039
shares
|
$307,650
0.02% of portfolio
|
Q4 2023
Reduced 59.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
4,038
shares
|
$307,574
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,032
shares
|
$307,117
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
4,030
shares
|
$306,965
0.04% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
4,028
shares
|
$306,812
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
4,023
shares
|
$306,431
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
4,006
shares
|
$305,137
0.09% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$304,680
0.02% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
4,000
shares
|
$304,680
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,000
shares
|
$304,680
0.08% of portfolio
|
Q3 2024
Reduced 33.6%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
3,993
shares
|
$304,146
0.03% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,981
shares
|
$303,232
0.08% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
3,975
shares
|
$302,775
0.11% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,974
shares
|
$302,699
0.06% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,954
shares
|
$301,176
0.05% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
3,946
shares
|
$300,566
0.11% of portfolio
|
Q2 2024
Added 10.81%
|