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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
361+ 6.0% |
$18.6K - $22K
|
6.38K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
345+ 1.67% |
$17.8K - $21K
|
21K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
345+ 0.54% |
$17.8K - $21K
|
64.1K
$4.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
341+ 9.75% |
$17.6K - $20.8K
|
3.84K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
336+ 3.86% |
$17.3K - $20.5K
|
9.05K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
331+ 2.09% |
$17.1K - $20.2K
|
16.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
330+ 4.09% |
$17K - $20.1K
|
8.4K
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 1.32% |
$17K - $20.1K
|
25.2K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
327+ 9.28% |
$16.9K - $19.9K
|
3.85K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
320+ 2.85% |
$16.5K - $19.5K
|
11.6K
$827K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
313+ 0.7% |
$16.1K - $19.1K
|
45.2K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
313+ 0.1% |
$16.1K - $19.1K
|
307K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
311+ 1.29% |
$16K - $19K
|
24.5K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
311+ 4.44% |
$16K - $19K
|
7.32K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
311+ 4.67% |
$16K - $19K
|
6.98K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
306+ 3.77% |
$15.8K - $18.7K
|
8.42K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
305+ 8.27% |
$15.7K - $18.6K
|
3.99K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
304+ 10.09% |
$15.7K - $18.5K
|
3.32K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
303+ 0.3% |
$15.6K - $18.5K
|
101K
$7.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
302+ 7.39% |
$15.6K - $18.4K
|
4.39K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
300+ 2.57% |
$15.5K - $18.3K
|
12K
$857K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 30.0% |
$15.5K - $18.3K
|
1.3K
$93.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
295+ 8.02% |
$15.2K - $18K
|
3.98K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
295+ 6.91% |
$15.2K - $18K
|
4.56K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
292+ 0.31% |
$15.1K - $17.8K
|
93K
$6.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
282+ 28.2% |
$14.5K - $17.2K
|
1.28K
$91.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
281+ 1.33% |
$14.5K - $17.1K
|
21.3K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280+ 5.99% |
$14.4K - $17.1K
|
4.96K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
279+ 0.67% |
$14.4K - $17K
|
42K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
272+ 1.61% |
$14K - $16.6K
|
17.1K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
270+ 0.9% |
$13.9K - $16.5K
|
30.2K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
268+ 1.74% |
$13.8K - $16.3K
|
15.6K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
265+ 3.33% |
$13.7K - $16.2K
|
8.22K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 6.72% |
$13.4K - $15.8K
|
4.12K
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
257+ 1.07% |
$13.3K - $15.7K
|
24.3K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
251+ 3.89% |
$12.9K - $15.3K
|
6.71K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
245+ 4.55% |
$12.6K - $14.9K
|
5.64K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
244+ 0.66% |
$12.6K - $14.9K
|
37K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
242+ 1.29% |
$12.5K - $14.8K
|
19K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
235+ 0.42% |
$12.1K - $14.3K
|
56.8K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
231+ 2.15% |
$11.9K - $14.1K
|
11K
$786K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
228+ 1.58% |
$11.8K - $13.9K
|
14.7K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 3.79% |
$11.3K - $13.4K
|
6.02K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
212+ 23.56% |
$10.9K - $12.9K
|
1.11K
$79.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
210+ 2.04% |
$10.8K - $12.8K
|
10.5K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
204+ 24.55% |
$10.5K - $12.4K
|
1.04K
$74.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
203+ 31.42% |
$10.5K - $12.4K
|
849
$60.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 12.45% |
$10.3K - $12.2K
|
1.81K
$129K
|