Purchases and Sales Made in Q3 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2024. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39K+ 8.15% |
$123K - $146K
|
31.7K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$121K - $143K
|
2.34K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34K+ 4.94% |
$121K - $142K
|
49.7K
$4.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.29K+ 10.41% |
$118K - $140K
|
24.3K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.25K+ 57.83% |
$116K - $137K
|
6.14K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.24K+ 41.52% |
$116K - $137K
|
7.65K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.24K+ 25.9% |
$116K - $137K
|
10.9K
$909K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.23K+ 1.79% |
$115K - $136K
|
127K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.22K+ 23.68% |
$114K - $135K
|
11.6K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.22K+ 55.15% |
$114K - $135K
|
6.24K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
2.2K+ 0.99% |
$113K - $134K
|
224K
$18.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.17K+ 15.59% |
$112K - $132K
|
16.1K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 2.92% |
$109K - $129K
|
74.6K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 67.05% |
$109K - $129K
|
5.26K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.11KNew |
$109K - $128K
|
2.11K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.09KNew |
$108K - $127K
|
2.09K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.06K+ 6.89% |
$106K - $126K
|
32K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.03K+ 106.69% |
$104K - $123K
|
3.92K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 133.78% |
$103K - $122K
|
3.5K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 10.25% |
$103K - $122K
|
21.5K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2K+ 7.46% |
$103K - $122K
|
28.8K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.99K+ 207.31% |
$102K - $121K
|
2.94K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.98K+ 10.11% |
$102K - $120K
|
21.5K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.97K+ 5.82% |
$101K - $120K
|
35.7K
$2.98M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.96K+ 26.11% |
$101K - $120K
|
9.49K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.96K+ 8.8% |
$101K - $119K
|
24.2K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.9K+ 2.66% |
$97.8K - $116K
|
73.2K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.87K+ 8.53% |
$96.6K - $114K
|
23.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
1.86K+ 0.11% |
$95.8K - $113K
|
1.68M
$140M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2.37% |
$93.9K - $111K
|
78.7K
$6.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.78K+ 8.69% |
$91.6K - $108K
|
22.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.77K+ 29.83% |
$91.3K - $108K
|
7.71K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.76KNew |
$91K - $108K
|
1.76K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 20.67% |
$90.7K - $107K
|
10.3K
$857K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.75K+ 1.39% |
$90.3K - $107K
|
128K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.75K+ 11.09% |
$90.2K - $107K
|
17.5K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.73K+ 14.1% |
$89.1K - $105K
|
14K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 0.83% |
$87.4K - $103K
|
206K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.69K+ 17.04% |
$87.3K - $103K
|
11.6K
$970K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.68K+ 21.17% |
$86.7K - $102K
|
9.61K
$802K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.68K+ 4.41% |
$86.4K - $102K
|
39.7K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 35.27% |
$84K - $99.3K
|
6.25K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.63K+ 17.02% |
$84K - $99.3K
|
11.2K
$934K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.62K+ 24.76% |
$83.4K - $98.5K
|
8.14K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.6K+ 38.9% |
$82.4K - $97.4K
|
5.7K
$476K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
1.58K+ 13.77% |
$81.7K - $96.6K
|
13.1K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.57K+ 1.79% |
$81K - $95.7K
|
89.4K
$7.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.52K+ 15.59% |
$78.2K - $92.4K
|
11.2K
$938K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.34M
|