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
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
948+ 11.66% |
$48.9K - $57.8K
|
9.08K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
935+ 18.02% |
$48.2K - $57K
|
6.12K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
900+ 17.07% |
$46.4K - $54.9K
|
6.17K
$442K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
896+ 16.8% |
$46.2K - $54.6K
|
6.23K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
870+ 0.45% |
$44.9K - $53K
|
193K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
868+ 8.39% |
$44.8K - $52.9K
|
11.2K
$802K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
866+ 4.16% |
$44.7K - $52.8K
|
21.7K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
848+ 4.35% |
$43.7K - $51.7K
|
20.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
840+ 1.64% |
$43.3K - $51.2K
|
52K
$3.72M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
836+ 5.55% |
$43.1K - $51K
|
15.9K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
835+ 4.68% |
$43.1K - $50.9K
|
18.7K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
829+ 23.74% |
$42.8K - $50.5K
|
4.32K
$309K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
824+ 4.05% |
$42.5K - $50.2K
|
21.2K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
815+ 4.85% |
$42K - $49.7K
|
17.6K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
809+ 23.23% |
$41.7K - $49.3K
|
4.29K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
809+ 0.32% |
$41.7K - $49.3K
|
253K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
808+ 20.96% |
$41.7K - $49.3K
|
4.66K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
807+ 5.97% |
$41.6K - $49.2K
|
14.3K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
800+ 4.58% |
$41.3K - $48.8K
|
18.3K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
794+ 10.75% |
$41K - $48.4K
|
8.18K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
768+ 2.32% |
$39.6K - $46.8K
|
33.8K
$2.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
757+ 1.28% |
$39K - $46.2K
|
59.8K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
752+ 2.03% |
$38.8K - $45.8K
|
37.8K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
748+ 6.16% |
$38.6K - $45.6K
|
12.9K
$923K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
746+ 4.33% |
$38.5K - $45.5K
|
18K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
737+ 2.52% |
$38K - $44.9K
|
30K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
732+ 20.53% |
$37.8K - $44.6K
|
4.3K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
722+ 0.66% |
$37.2K - $44K
|
111K
$7.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
720+ 9.68% |
$37.1K - $43.9K
|
8.16K
$584K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
710+ 2.77% |
$36.6K - $43.3K
|
26.4K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
700+ 9.87% |
$36.1K - $42.7K
|
7.79K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
700+ 1.11% |
$36.1K - $42.7K
|
63.7K
$4.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
699+ 20.12% |
$36.1K - $42.6K
|
4.17K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
696+ 16.36% |
$35.9K - $42.4K
|
4.95K
$354K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
692+ 1.31% |
$35.7K - $42.2K
|
53.6K
$3.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
683+ 33.8% |
$35.2K - $41.6K
|
2.7K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
678+ 1.12% |
$35K - $41.3K
|
61.5K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
654+ 3.79% |
$33.7K - $39.9K
|
17.9K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651+ 1.27% |
$33.6K - $39.7K
|
51.7K
$3.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
646+ 0.42% |
$33.3K - $39.4K
|
156K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
646+ 0.61% |
$33.3K - $39.4K
|
107K
$7.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
643+ 1.58% |
$33.2K - $39.2K
|
41.4K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
641+ 1.23% |
$33.1K - $39.1K
|
52.7K
$3.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
640+ 14.44% |
$33K - $39K
|
5.07K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
637+ 5.71% |
$32.9K - $38.8K
|
11.8K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
635+ 18.87% |
$32.8K - $38.7K
|
4K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
602+ 8.51% |
$31.1K - $36.7K
|
7.68K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
600+ 14.43% |
$30.9K - $36.6K
|
4.76K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
599New |
$30.9K - $36.5K
|
599
$42.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
596+ 1.32% |
$30.7K - $36.3K
|
45.8K
$3.28M
|