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 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140+ 2.06% |
$7.22K - $8.54K
|
6.95K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$11.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.15% |
$6.96K - $8.23K
|
92.8K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
135+ 0.96% |
$6.96K - $8.23K
|
14.2K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
132+ 0.14% |
$6.81K - $8.05K
|
95K
$7.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
130+ 0.83% |
$6.71K - $7.93K
|
15.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
128+ 0.08% |
$6.6K - $7.8K
|
161K
$13.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
126+ 1.31% |
$6.5K - $7.68K
|
9.76K
$814K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
123+ 0.43% |
$6.34K - $7.5K
|
28.6K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
121+ 0.1% |
$6.24K - $7.38K
|
125K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
121+ 1.66% |
$6.24K - $7.38K
|
7.43K
$620K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$9.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 3.81% |
$6.14K - $7.26K
|
3.24K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
117+ 0.84% |
$6.03K - $7.13K
|
14K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.03K - $7.13K
|
4.49K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
117+ 0.94% |
$6.03K - $7.13K
|
12.6K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
116+ 2.24% |
$5.98K - $7.07K
|
5.29K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
114+ 2.35% |
$5.88K - $6.95K
|
4.97K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
114+ 2.37% |
$5.88K - $6.95K
|
4.93K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111+ 1.15% |
$5.73K - $6.77K
|
9.76K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
111+ 0.82% |
$5.73K - $6.77K
|
13.6K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
109+ 2.4% |
$5.62K - $6.65K
|
4.66K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
109+ 0.55% |
$5.62K - $6.65K
|
19.8K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$9.01K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$9.01K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.97% |
$5.47K - $6.46K
|
5.48K
$457K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
103+ 1.98% |
$5.31K - $6.28K
|
5.31K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101+ 1.76% |
$5.21K - $6.16K
|
5.85K
$488K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$700K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
100+ 0.6% |
$5.16K - $6.1K
|
16.8K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 0.85% |
$5.16K - $6.1K
|
11.9K
$989K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
100+ 0.34% |
$5.16K - $6.1K
|
29.5K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.44% |
$5.11K - $6.04K
|
22.4K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
99+ 0.91% |
$5.11K - $6.04K
|
11K
$921K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.33% |
$5.05K - $5.98K
|
7.46K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
93+ 1.58% |
$4.8K - $5.67K
|
5.98K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
93+ 0.66% |
$4.8K - $5.67K
|
14.2K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91+ 5.4% |
$4.69K - $5.55K
|
1.78K
$148K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
90+ 0.58% |
$4.64K - $5.49K
|
15.7K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 1.78% |
$4.59K - $5.43K
|
5.08K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
88+ 1.07% |
$4.54K - $5.37K
|
8.34K
$696K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
86+ 2.0% |
$4.44K - $5.24K
|
4.39K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
83+ 3.06% |
$4.28K - $5.06K
|
2.8K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
82+ 1.13% |
$4.23K - $5K
|
7.33K
$611K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
81+ 1.16% |
$4.18K - $4.94K
|
7.06K
$589K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
79+ 1.32% |
$4.07K - $4.82K
|
6.06K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
75+ 0.46% |
$3.87K - $4.57K
|
16.3K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.26% |
$3.87K - $4.57K
|
6.01K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
73+ 0.79% |
$3.77K - $4.45K
|
9.29K
$775K
|