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 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 1.11% |
$7.74K - $9.15K
|
13.4K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$6.17K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.34% |
$8.05K - $9.51K
|
6.5K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-156- 1.07% |
$8.05K - $9.51K
|
14.4K
$1.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-159- 1.77% |
$8.2K - $9.69K
|
8.82K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-162- 0.16% |
$8.36K - $9.88K
|
103K
$8.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-164- 2.5% |
$8.46K - $10K
|
6.39K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-164- 4.18% |
$8.46K - $10K
|
3.76K
$313K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-166- 2.38% |
$8.56K - $10.1K
|
6.82K
$569K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-167- 3.85% |
$8.61K - $10.2K
|
4.17K
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-167- 2.15% |
$8.61K - $10.2K
|
7.62K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-168- 2.22% |
$8.67K - $10.2K
|
7.41K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-169- 1.35% |
$8.72K - $10.3K
|
12.4K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-170- 1.19% |
$8.77K - $10.4K
|
14.1K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-172- 0.32% |
$8.87K - $10.5K
|
53.2K
$4.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-174- 3.79% |
$8.97K - $10.6K
|
4.42K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 1.9% |
$9.18K - $10.9K
|
9.19K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-180- 1.9% |
$9.28K - $11K
|
9.31K
$777K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-184- 1.59% |
$9.49K - $11.2K
|
11.4K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-184- 0.61% |
$9.49K - $11.2K
|
29.8K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-185- 2.76% |
$9.54K - $11.3K
|
6.51K
$543K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-186- 1.5% |
$9.59K - $11.3K
|
12.2K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-188- 2.44% |
$9.7K - $11.5K
|
7.51K
$627K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-190- 5.64% |
$9.8K - $11.6K
|
3.18K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-191- 0.78% |
$9.85K - $11.6K
|
24.2K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-192- 10.87% |
$9.9K - $11.7K
|
1.58K
$131K
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-195- 0.36% |
$10.1K - $11.9K
|
53.7K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-195- 4.13% |
$10.1K - $11.9K
|
4.52K
$377K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-196- 1.19% |
$10.1K - $12K
|
16.2K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-198- 0.22% |
$10.2K - $12.1K
|
88.2K
$7.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-199- 0.61% |
$10.3K - $12.1K
|
32.6K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-199- 2.22% |
$10.3K - $12.1K
|
8.78K
$733K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-200- 1.95% |
$10.3K - $12.2K
|
10K
$838K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 1.31% |
$10.3K - $12.2K
|
15.1K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 3.12% |
$10.3K - $12.2K
|
6.22K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 15.67% |
$10.3K - $12.2K
|
1.08K
$89.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-200- 3.5% |
$10.3K - $12.2K
|
5.51K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 0.61% |
$10.3K - $12.2K
|
32.4K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 1.87% |
$10.3K - $12.2K
|
10.5K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 3.85% |
$10.3K - $12.2K
|
5K
$417K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 0.75% |
$10.3K - $12.2K
|
26.5K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-204- 0.22% |
$10.5K - $12.4K
|
91.1K
$7.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-207- 2.54% |
$10.7K - $12.6K
|
7.94K
$662K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-208- 4.04% |
$10.7K - $12.7K
|
4.94K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-208- 1.45% |
$10.7K - $12.7K
|
14.1K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-209- 80.69% |
$10.8K - $12.7K
|
50
$4.17K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-209- 5.33% |
$10.8K - $12.7K
|
3.71K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 1.23% |
$10.8K - $12.8K
|
16.8K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-210- 0.49% |
$10.8K - $12.8K
|
42.2K
$3.52M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-211- 0.88% |
$10.9K - $12.9K
|
23.8K
$1.99M
|