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 2,389 institutions that hold shares in the stock, with a total of 2.44 Billion shares, which have been reported (via 13F filing form) to have a value of $146 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
19
shares
|
$1,138
0.0% of portfolio
|
Q1 2024
Reduced 98.99%
|
|
Goal Vest Advisory LLC
|
Apr 15, 2024 Q1 2024 |
15
shares
|
$898
0.0% of portfolio
|
Q1 2024
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
14
shares
|
$838
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
12
shares
|
$719
0.0% of portfolio
|
Q1 2024
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
10
shares
|
$599
0.0% of portfolio
|
Q1 2024
Reduced 96.5%
|
|
Financial Gravity Asset Management, Inc.
|
May 13, 2024 Q1 2024 |
4
shares
|
$239
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
Deane Retirement Strategies, Inc.
|
Apr 08, 2024 Q1 2024 |
2
shares
|
$119
0.0% of portfolio
|
Q4 2023
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|