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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-212- 3.34% |
$10.9K - $12.9K
|
6.13K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-214- 1.27% |
$11K - $13K
|
16.7K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-214- 4.43% |
$11K - $13K
|
4.62K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-216- 4.06% |
$11.1K - $13.2K
|
5.1K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-219- 0.73% |
$11.3K - $13.4K
|
29.6K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-222- 3.17% |
$11.5K - $13.5K
|
6.79K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-228- 3.58% |
$11.8K - $13.9K
|
6.14K
$512K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-234- 1.64% |
$12.1K - $14.3K
|
14K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-236- 3.34% |
$12.2K - $14.4K
|
6.84K
$570K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 1.9% |
$12.4K - $14.6K
|
12.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-241- 2.29% |
$12.4K - $14.7K
|
10.3K
$858K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-243- 2.13% |
$12.5K - $14.8K
|
11.2K
$933K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 5.3% |
$12.7K - $15K
|
4.4K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 0.79% |
$12.9K - $15.2K
|
31.3K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-250- 1.28% |
$12.9K - $15.2K
|
19.2K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-256- 1.22% |
$13.2K - $15.6K
|
20.7K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-260- 0.51% |
$13.4K - $15.9K
|
50.6K
$4.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-261- 6.36% |
$13.5K - $15.9K
|
3.84K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-262- 1.77% |
$13.5K - $16K
|
14.5K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-263- 0.52% |
$13.6K - $16K
|
50.5K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-263- 1.53% |
$13.6K - $16K
|
17K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-264- 10.63% |
$13.6K - $16.1K
|
2.22K
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-264- 0.84% |
$13.6K - $16.1K
|
31.1K
$2.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-269- 5.0% |
$13.9K - $16.4K
|
5.11K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-270- 3.44% |
$13.9K - $16.5K
|
7.59K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-277- 3.24% |
$14.3K - $16.9K
|
8.27K
$690K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-278- 5.73% |
$14.3K - $16.9K
|
4.58K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-278- 12.09% |
$14.3K - $16.9K
|
2.02K
$169K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-284- 0.81% |
$14.6K - $17.3K
|
34.7K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-284- 1.0% |
$14.6K - $17.3K
|
28K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-289- 5.39% |
$14.9K - $17.6K
|
5.07K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-290- 1.45% |
$15K - $17.7K
|
19.7K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-295- 2.21% |
$15.2K - $18K
|
13K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.79% |
$15.4K - $18.2K
|
37.6K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-299- 33.33% |
$15.4K - $18.2K
|
598
$49.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-300- 4.16% |
$15.5K - $18.3K
|
6.92K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-300- 1.4% |
$15.5K - $18.3K
|
21.1K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-300- 0.51% |
$15.5K - $18.3K
|
58.9K
$4.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-300- 4.22% |
$15.5K - $18.3K
|
6.8K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 5.99% |
$15.5K - $18.3K
|
4.71K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-300- 7.24% |
$15.5K - $18.3K
|
3.84K
$320K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-302- 1.65% |
$15.6K - $18.4K
|
18.1K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 60.28% |
$15.6K - $18.4K
|
199
$16.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-302- 44.35% |
$15.6K - $18.4K
|
379
$31.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-303- 3.34% |
$15.6K - $18.5K
|
8.77K
$732K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-304- 4.11% |
$15.7K - $18.5K
|
7.1K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-304- 4.49% |
$15.7K - $18.5K
|
6.47K
$540K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-307- 3.45% |
$15.8K - $18.7K
|
8.59K
$717K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-314- 1.88% |
$16.2K - $19.1K
|
16.4K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-315- 3.61% |
$16.2K - $19.2K
|
8.42K
$702K
|