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 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 0.81% |
$2.84K - $3.35K
|
6.85K
$490K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
53+ 1.11% |
$2.73K - $3.23K
|
4.83K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
53+ 0.27% |
$2.73K - $3.23K
|
19.6K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.5% |
$2.73K - $3.23K
|
3.59K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
52+ 0.59% |
$2.68K - $3.17K
|
8.81K
$631K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.68% |
$2.68K - $3.17K
|
7.69K
$551K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$2.58K - $3.05K
|
50
$3.58K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 1.18% |
$2.58K - $3.05K
|
4.3K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
50+ 0.07% |
$2.58K - $3.05K
|
72.7K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
49New |
$2.53K - $2.99K
|
49
$3.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
48+ 0.29% |
$2.48K - $2.93K
|
16.6K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45+ 0.7% |
$2.32K - $2.74K
|
6.52K
$466K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44+ 0.73% |
$2.27K - $2.68K
|
6.04K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 0.74% |
$2.22K - $2.62K
|
5.85K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
42+ 0.55% |
$2.17K - $2.56K
|
7.7K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 68.97% |
$2.06K - $2.44K
|
98
$7.02K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.07% |
$2.01K - $2.38K
|
3.69K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
39+ 0.65% |
$2.01K - $2.38K
|
6.03K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
38+ 0.72% |
$1.96K - $2.32K
|
5.28K
$378K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
36+ 0.59% |
$1.86K - $2.19K
|
6.12K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.82% |
$1.86K - $2.19K
|
4.41K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
36+ 0.18% |
$1.86K - $2.19K
|
20.2K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35+ 0.83% |
$1.81K - $2.13K
|
4.26K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$78.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.14% |
$1.81K - $2.13K
|
26K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
34+ 0.69% |
$1.75K - $2.07K
|
4.97K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
33+ 0.45% |
$1.7K - $2.01K
|
7.4K
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.59% |
$1.55K - $1.83K
|
5.14K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
30+ 0.6% |
$1.55K - $1.83K
|
5.07K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 0.61% |
$1.55K - $1.83K
|
4.94K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.79% |
$1.5K - $1.77K
|
3.7K
$265K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28+ 0.46% |
$1.44K - $1.71K
|
6.16K
$441K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$1.39K - $1.65K
|
4.26K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27+ 0.18% |
$1.39K - $1.65K
|
15.4K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.15% |
$1.39K - $1.65K
|
17.7K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$1.34K - $1.59K
|
29.6K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
25+ 0.37% |
$1.29K - $1.52K
|
6.7K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.17% |
$1.29K - $1.52K
|
15K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24+ 0.19% |
$1.24K - $1.46K
|
12.9K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.55% |
$1.24K - $1.46K
|
4.39K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 0.03% |
$1.08K - $1.28K
|
64.6K
$4.62M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21+ 0.23% |
$1.08K - $1.28K
|
9.03K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.08K - $1.28K
|
5.13K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
21+ 1.8% |
$1.08K - $1.28K
|
1.19K
$85.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21+ 4.52% |
$1.08K - $1.28K
|
486
$34.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20+ 0.51% |
$1.03K - $1.22K
|
3.92K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20+ 0.27% |
$1.03K - $1.22K
|
7.37K
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19+ 0.08% |
$980 - $1.16K
|
22.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.14% |
$980 - $1.16K
|
13.5K
$970K
|