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 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
117+ 0.94% |
$6.03K - $7.13K
|
12.6K
$901K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
116+ 2.24% |
$5.98K - $7.07K
|
5.29K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
114+ 2.35% |
$5.88K - $6.95K
|
4.97K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
114+ 2.37% |
$5.88K - $6.95K
|
4.93K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111+ 1.15% |
$5.73K - $6.77K
|
9.76K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
111+ 0.82% |
$5.73K - $6.77K
|
13.6K
$976K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
109+ 2.4% |
$5.62K - $6.65K
|
4.66K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
109+ 0.55% |
$5.62K - $6.65K
|
19.8K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$7.73K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$7.73K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.97% |
$5.47K - $6.46K
|
5.48K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
103+ 1.98% |
$5.31K - $6.28K
|
5.31K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101+ 1.76% |
$5.21K - $6.16K
|
5.85K
$419K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$600K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
100+ 0.6% |
$5.16K - $6.1K
|
16.8K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 0.85% |
$5.16K - $6.1K
|
11.9K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
100+ 0.34% |
$5.16K - $6.1K
|
29.5K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.44% |
$5.11K - $6.04K
|
22.4K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
99+ 0.91% |
$5.11K - $6.04K
|
11K
$790K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.33% |
$5.05K - $5.98K
|
7.46K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
93+ 1.58% |
$4.8K - $5.67K
|
5.98K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
93+ 0.66% |
$4.8K - $5.67K
|
14.2K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
91+ 5.4% |
$4.69K - $5.55K
|
1.78K
$127K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
90+ 0.58% |
$4.64K - $5.49K
|
15.7K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 1.78% |
$4.59K - $5.43K
|
5.08K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
88+ 1.07% |
$4.54K - $5.37K
|
8.34K
$597K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
86+ 2.0% |
$4.44K - $5.24K
|
4.39K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
83+ 3.06% |
$4.28K - $5.06K
|
2.8K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
82+ 1.13% |
$4.23K - $5K
|
7.33K
$525K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
81+ 1.16% |
$4.18K - $4.94K
|
7.06K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
79+ 1.32% |
$4.07K - $4.82K
|
6.06K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
75+ 0.46% |
$3.87K - $4.57K
|
16.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.26% |
$3.87K - $4.57K
|
6.01K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
73+ 0.79% |
$3.77K - $4.45K
|
9.29K
$665K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
71+ 1.74% |
$3.66K - $4.33K
|
4.15K
$297K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
70+ 1.53% |
$3.61K - $4.27K
|
4.66K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 1.62% |
$3.51K - $4.15K
|
4.28K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
67+ 0.82% |
$3.46K - $4.08K
|
8.26K
$592K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66+ 51.97% |
$3.4K - $4.02K
|
193
$13.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
66+ 1.84% |
$3.4K - $4.02K
|
3.65K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
66+ 0.62% |
$3.4K - $4.02K
|
10.7K
$767K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
64+ 3.74% |
$3.3K - $3.9K
|
1.77K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
62+ 0.69% |
$3.2K - $3.78K
|
9.01K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
61+ 0.15% |
$3.15K - $3.72K
|
41.8K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 37.5% |
$3.09K - $3.66K
|
220
$15.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
59+ 0.56% |
$3.04K - $3.6K
|
10.5K
$754K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
59+ 0.3% |
$3.04K - $3.6K
|
19.6K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$2.99K - $3.54K
|
58
$4.15K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
55+ 0.71% |
$2.84K - $3.35K
|
7.83K
$560K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$3.94K
|