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 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-83- 1.45% |
$4.28K - $5.06K
|
5.63K
$470K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-84- 0.41% |
$4.33K - $5.12K
|
20.4K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-86- 1.96% |
$4.44K - $5.24K
|
4.3K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-88- 0.2% |
$4.54K - $5.37K
|
44.9K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-92- 2.56% |
$4.75K - $5.61K
|
3.51K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-93- 1.81% |
$4.8K - $5.67K
|
5.04K
$420K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95- 1.5% |
$4.9K - $5.79K
|
6.25K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-96- 1.14% |
$4.95K - $5.85K
|
8.31K
$694K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-97- 0.47% |
$5K - $5.91K
|
20.4K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-98- 8.23% |
$5.05K - $5.98K
|
1.09K
$91.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 2.0% |
$5.11K - $6.04K
|
4.85K
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 2.48% |
$5.16K - $6.1K
|
3.93K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$5.16K - $6.1K
|
14.9K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-103- 1.51% |
$5.31K - $6.28K
|
6.73K
$562K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-105- 1.65% |
$5.42K - $6.4K
|
6.28K
$524K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-108- 1.2% |
$5.57K - $6.58K
|
8.89K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-108- 0.3% |
$5.57K - $6.58K
|
36K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-109- 0.92% |
$5.62K - $6.65K
|
11.7K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-111- 1.19% |
$5.73K - $6.77K
|
9.24K
$771K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-112- 12.58% |
$5.78K - $6.83K
|
778
$64.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-112- 0.7% |
$5.78K - $6.83K
|
16K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-114- 2.32% |
$5.88K - $6.95K
|
4.79K
$400K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 0.29% |
$5.98K - $7.07K
|
39.4K
$3.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-116- 56.86% |
$5.98K - $7.07K
|
88
$7.34K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-118- 2.03% |
$6.09K - $7.19K
|
5.7K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-118- 2.19% |
$6.09K - $7.19K
|
5.28K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-119- 1.64% |
$6.14K - $7.26K
|
7.14K
$596K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-120- 0.09% |
$6.19K - $7.32K
|
126K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-120- 3.27% |
$6.19K - $7.32K
|
3.56K
$297K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-121- 1.87% |
$6.24K - $7.38K
|
6.36K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-121- 2.47% |
$6.24K - $7.38K
|
4.78K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-122- 0.28% |
$6.29K - $7.44K
|
42.7K
$3.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-123- 1.32% |
$6.34K - $7.5K
|
9.18K
$766K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-123- 15.81% |
$6.34K - $7.5K
|
655
$54.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 0.17% |
$6.45K - $7.62K
|
74.7K
$6.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-126- 2.52% |
$6.5K - $7.68K
|
4.88K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-128- 1.6% |
$6.6K - $7.8K
|
7.88K
$658K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-129- 3.5% |
$6.65K - $7.87K
|
3.56K
$297K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 8.26% |
$6.96K - $8.23K
|
1.5K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-136- 0.12% |
$7.01K - $8.29K
|
116K
$9.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-137- 0.45% |
$7.07K - $8.35K
|
30.4K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-139- 0.7% |
$7.17K - $8.47K
|
19.7K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-140- 22.22% |
$7.22K - $8.54K
|
490
$40.9K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-140- 2.89% |
$7.22K - $8.54K
|
4.7K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-142- 2.12% |
$7.32K - $8.66K
|
6.56K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-142- 7.34% |
$7.32K - $8.66K
|
1.79K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-142- 2.06% |
$7.32K - $8.66K
|
6.76K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-144- 0.96% |
$7.43K - $8.78K
|
14.9K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-144- 2.51% |
$7.43K - $8.78K
|
5.59K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-145- 0.14% |
$7.48K - $8.84K
|
100K
$8.38M
|