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 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-17- 0.29% |
$877 - $1.04K
|
5.8K
$415K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-17- 0.13% |
$877 - $1.04K
|
12.7K
$906K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 0.54% |
$928 - $1.1K
|
3.32K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.07% |
$928 - $1.1K
|
24K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-18- 0.18% |
$928 - $1.1K
|
9.88K
$708K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-20- 0.11% |
$1.03K - $1.22K
|
18.7K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 2.92% |
$1.03K - $1.22K
|
666
$47.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 1.27% |
$1.08K - $1.28K
|
1.63K
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21- 0.15% |
$1.08K - $1.28K
|
13.7K
$980K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.53% |
$1.13K - $1.34K
|
4.1K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-22- 0.24% |
$1.13K - $1.34K
|
9.14K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 0.08% |
$1.13K - $1.34K
|
27.8K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-22- 5.88% |
$1.13K - $1.34K
|
352
$25.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 1.1% |
$1.24K - $1.46K
|
2.16K
$155K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$1.29K - $1.52K
|
7.47K
$535K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-28- 1.58% |
$1.44K - $1.71K
|
1.75K
$125K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-29- 0.62% |
$1.5K - $1.77K
|
4.65K
$333K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-29- 0.13% |
$1.5K - $1.77K
|
22.2K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 1.96% |
$1.55K - $1.83K
|
1.5K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31- 1.2% |
$1.6K - $1.89K
|
2.55K
$183K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-31- 23.66% |
$1.6K - $1.89K
|
100
$7.16K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-34- 0.3% |
$1.75K - $2.07K
|
11.4K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34- 0.2% |
$1.75K - $2.07K
|
16.6K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-35- -0.0% |
$1.81K - $2.13K
|
756K
$54.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-35- 0.72% |
$1.81K - $2.13K
|
4.83K
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-36- 0.53% |
$1.86K - $2.19K
|
6.75K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-37- 0.36% |
$1.91K - $2.26K
|
10.3K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-38- 0.72% |
$1.96K - $2.32K
|
5.27K
$377K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-39- 0.66% |
$2.01K - $2.38K
|
5.9K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-39- 0.17% |
$2.01K - $2.38K
|
22.8K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-40- 0.03% |
$2.06K - $2.44K
|
147K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 0.66% |
$2.11K - $2.5K
|
6.19K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-42- 0.08% |
$2.17K - $2.56K
|
50.9K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-42- 8.81% |
$2.17K - $2.56K
|
435
$31.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-43- 0.4% |
$2.22K - $2.62K
|
10.8K
$776K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-43- 1.08% |
$2.22K - $2.62K
|
3.94K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 0.25% |
$2.37K - $2.8K
|
18.3K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-47- 0.31% |
$2.42K - $2.87K
|
15.1K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-50- 0.71% |
$2.58K - $3.05K
|
7.02K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 16.67% |
$2.58K - $3.05K
|
250
$17.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52- 0.8% |
$2.68K - $3.17K
|
6.42K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-52- 0.75% |
$2.68K - $3.17K
|
6.88K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-52- 0.35% |
$2.68K - $3.17K
|
14.8K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 5.91% |
$2.68K - $3.17K
|
828
$59.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-53- 17.97% |
$2.73K - $3.23K
|
242
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-53- 1.27% |
$2.73K - $3.23K
|
4.13K
$296K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-55- 0.4% |
$2.84K - $3.35K
|
13.7K
$983K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-55- 2.44% |
$2.84K - $3.35K
|
2.2K
$157K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-57- 1.71% |
$2.94K - $3.48K
|
3.27K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-58- 3.08% |
$2.99K - $3.54K
|
1.83K
$131K
|