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 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
257+ 1.07% |
$13.3K - $15.7K
|
24.3K
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
251+ 3.89% |
$12.9K - $15.3K
|
6.71K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
245+ 4.55% |
$12.6K - $14.9K
|
5.64K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
244+ 0.66% |
$12.6K - $14.9K
|
37K
$3.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
242+ 1.29% |
$12.5K - $14.8K
|
19K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
235+ 0.42% |
$12.1K - $14.3K
|
56.8K
$4.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
231+ 2.15% |
$11.9K - $14.1K
|
11K
$916K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
228+ 1.58% |
$11.8K - $13.9K
|
14.7K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
220+ 3.79% |
$11.3K - $13.4K
|
6.02K
$503K
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
212+ 23.56% |
$10.9K - $12.9K
|
1.11K
$92.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
210+ 2.04% |
$10.8K - $12.8K
|
10.5K
$876K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
204+ 24.55% |
$10.5K - $12.4K
|
1.04K
$86.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
203+ 31.42% |
$10.5K - $12.4K
|
849
$70.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
200+ 12.45% |
$10.3K - $12.2K
|
1.81K
$151K
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
200+ 2.72% |
$10.3K - $12.2K
|
7.55K
$630K
|
|
|
Feb 05, 2025
Q3 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
200+ 2.26% |
$10.3K - $12.2K
|
9.04K
$754K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
199+ 0.5% |
$10.3K - $12.1K
|
40K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
199+ 2.27% |
$10.3K - $12.1K
|
8.98K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
197+ 1.28% |
$10.2K - $12K
|
15.6K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 17.35% |
$10.1K - $12K
|
1.33K
$111K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
196+ 0.7% |
$10.1K - $12K
|
28.1K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
194+ 0.92% |
$10K - $11.8K
|
21.4K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$16.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
191+ 3.15% |
$9.85K - $11.6K
|
6.26K
$522K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
191+ 3.83% |
$9.85K - $11.6K
|
5.18K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
190+ 3.45% |
$9.8K - $11.6K
|
5.7K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
190+ 4.63% |
$9.8K - $11.6K
|
4.29K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
189+ 2.3% |
$9.75K - $11.5K
|
8.4K
$701K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
187+ 2.81% |
$9.65K - $11.4K
|
6.84K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 1.0% |
$9.49K - $11.2K
|
18.5K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$9.49K - $11.2K
|
184
$15.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184+ 3.59% |
$9.49K - $11.2K
|
5.32K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
179+ 4.07% |
$9.23K - $10.9K
|
4.58K
$382K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
178+ 1.17% |
$9.18K - $10.9K
|
15.5K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 0.3% |
$8.72K - $10.3K
|
56.7K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
168+ 1.73% |
$8.67K - $10.2K
|
9.89K
$825K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
167+ 2.53% |
$8.61K - $10.2K
|
6.76K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
167+ 0.94% |
$8.61K - $10.2K
|
18K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
164+ 3.86% |
$8.46K - $10K
|
4.42K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
164+ 1.46% |
$8.46K - $10K
|
11.4K
$948K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$80.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
160+ 1.2% |
$8.25K - $9.76K
|
13.5K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
159+ 12.07% |
$8.2K - $9.69K
|
1.48K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
157+ 3.87% |
$8.1K - $9.57K
|
4.22K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.61% |
$7.94K - $9.39K
|
25.4K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$12.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 2.3% |
$7.58K - $8.96K
|
6.53K
$545K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
142New |
$7.32K - $8.66K
|
142
$11.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 0.62% |
$7.22K - $8.54K
|
22.9K
$1.91M
|