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 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
200+ 2.72% |
$10.3K - $12.2K
|
7.55K
$541K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
199+ 0.5% |
$10.3K - $12.1K
|
40K
$2.86M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
199+ 2.27% |
$10.3K - $12.1K
|
8.98K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
197+ 1.28% |
$10.2K - $12K
|
15.6K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 17.35% |
$10.1K - $12K
|
1.33K
$94.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
196+ 0.7% |
$10.1K - $12K
|
28.1K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
194+ 0.92% |
$10K - $11.8K
|
21.4K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$14.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
191+ 3.15% |
$9.85K - $11.6K
|
6.26K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
191+ 3.83% |
$9.85K - $11.6K
|
5.18K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
190+ 3.45% |
$9.8K - $11.6K
|
5.7K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
190+ 4.63% |
$9.8K - $11.6K
|
4.29K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
189+ 2.3% |
$9.75K - $11.5K
|
8.4K
$601K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
187+ 2.81% |
$9.65K - $11.4K
|
6.84K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 1.0% |
$9.49K - $11.2K
|
18.5K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$9.49K - $11.2K
|
184
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
184+ 3.59% |
$9.49K - $11.2K
|
5.32K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
179+ 4.07% |
$9.23K - $10.9K
|
4.58K
$328K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
178+ 1.17% |
$9.18K - $10.9K
|
15.5K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 0.3% |
$8.72K - $10.3K
|
56.7K
$4.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
168+ 1.73% |
$8.67K - $10.2K
|
9.89K
$708K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
167+ 2.53% |
$8.61K - $10.2K
|
6.76K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
167+ 0.94% |
$8.61K - $10.2K
|
18K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
164+ 3.86% |
$8.46K - $10K
|
4.42K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
164+ 1.46% |
$8.46K - $10K
|
11.4K
$814K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$69.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
160+ 1.2% |
$8.25K - $9.76K
|
13.5K
$964K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
159+ 12.07% |
$8.2K - $9.69K
|
1.48K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
157+ 3.87% |
$8.1K - $9.57K
|
4.22K
$302K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.61% |
$7.94K - $9.39K
|
25.4K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$10.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 2.3% |
$7.58K - $8.96K
|
6.53K
$467K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
142New |
$7.32K - $8.66K
|
142
$10.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 0.62% |
$7.22K - $8.54K
|
22.9K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140+ 2.06% |
$7.22K - $8.54K
|
6.95K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$10K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.15% |
$6.96K - $8.23K
|
92.8K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
135+ 0.96% |
$6.96K - $8.23K
|
14.2K
$1.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
132+ 0.14% |
$6.81K - $8.05K
|
95K
$6.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
130+ 0.83% |
$6.71K - $7.93K
|
15.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
128+ 0.08% |
$6.6K - $7.8K
|
161K
$11.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 1.31% |
$6.5K - $7.68K
|
9.76K
$699K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
123+ 0.43% |
$6.34K - $7.5K
|
28.6K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
121+ 0.1% |
$6.24K - $7.38K
|
125K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121+ 1.66% |
$6.24K - $7.38K
|
7.43K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$8.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 3.81% |
$6.14K - $7.26K
|
3.24K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
117+ 0.84% |
$6.03K - $7.13K
|
14K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.03K - $7.13K
|
4.49K
$321K
|