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 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$928 - $1.1K
|
4.28K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 0.32% |
$928 - $1.1K
|
5.63K
$403K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16+ 0.38% |
$825 - $976
|
4.26K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16+ 0.16% |
$825 - $976
|
9.95K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16+ 0.19% |
$825 - $976
|
8.55K
$612K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.35% |
$774 - $915
|
4.25K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 2.06% |
$774 - $915
|
744
$53.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
15New |
$774 - $915
|
15
$1.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
15+ 0.31% |
$774 - $915
|
4.87K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
14+ 0.14% |
$722 - $854
|
10.2K
$733K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 0.08% |
$671 - $793
|
15.8K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
13+ 0.35% |
$671 - $793
|
3.78K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13+ 0.23% |
$671 - $793
|
5.76K
$412K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.3% |
$619 - $732
|
3.98K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
12+ 0.31% |
$619 - $732
|
3.91K
$280K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
11+ 0.3% |
$567 - $671
|
3.66K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.15% |
$567 - $671
|
7.15K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10+ 0.26% |
$516 - $610
|
3.84K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.08% |
$516 - $610
|
12.5K
$893K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$464 - $549
|
4.07K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9+ 5.06% |
$464 - $549
|
187
$13.4K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.28% |
$413 - $488
|
2.85K
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 0.87% |
$413 - $488
|
929
$66.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$361 - $427
|
5.43K
$389K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 36.84% |
$361 - $427
|
26
$1.86K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.56% |
$361 - $427
|
457
$32.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
9.2K
$659K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$107K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.55% |
$309 - $366
|
1.1K
$78.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
8.71K
$623K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6+ 0.27% |
$309 - $366
|
2.26K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.48% |
$309 - $366
|
1.27K
$90.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$258 - $305
|
14.4K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.06% |
$258 - $305
|
7.79K
$558K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5+ 0.08% |
$258 - $305
|
6.44K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.42% |
$258 - $305
|
1.2K
$85.9K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.19% |
$258 - $305
|
2.62K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$258 - $305
|
12.8K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5+ 0.02% |
$258 - $305
|
24.9K
$1.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.68% |
$258 - $305
|
303
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.85% |
$206 - $244
|
474
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.02% |
$206 - $244
|
21.1K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.98K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.16K
$513K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.7% |
$155 - $183
|
430
$30.8K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$155 - $183
|
4.72K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.01K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$155 - $183
|
3.82K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$155 - $183
|
5.32K
$381K
|