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 2,502 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 $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
104
shares
|
$7,652
0.0% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
104
shares
|
$7,652
0.0% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
104
shares
|
$7,652
0.0% of portfolio
|
Q4 2023
Reduced 95.62%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
101
shares
|
$7,431
0.0% of portfolio
|
Q4 2021
Reduced 96.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$7,358
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
100
shares
|
$7,358
0.5% of portfolio
|
Q3 2024
Reduced 23.66%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
100
shares
|
$7,358
0.0% of portfolio
|
Q3 2023
Reduced 80.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
98
shares
|
$7,210
0.0% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
97
shares
|
$7,137
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
93
shares
|
$6,842
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
89
shares
|
$6,548
0.0% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
88
shares
|
$6,475
0.0% of portfolio
|
Q3 2024
Reduced 56.86%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
79
shares
|
$5,812
0.0% of portfolio
|
Q1 2023
Reduced 46.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
74
shares
|
$5,444
0.0% of portfolio
|
Q3 2024
Reduced 67.83%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
73
shares
|
$5,371
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
70
shares
|
$5,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$5,003
0.0% of portfolio
|
Q4 2022
Reduced 48.87%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
67
shares
|
$4,929
0.0% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
67
shares
|
$4,929
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
62
shares
|
$4,561
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$4,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
58
shares
|
$4,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
55
shares
|
$4,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
50
shares
|
$3,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
50
shares
|
$3,679
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|