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
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-634- 3.31% |
$32.7K - $38.7K
|
18.5K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-636- 5.03% |
$32.8K - $38.8K
|
12K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-637- 3.12% |
$32.9K - $38.8K
|
19.8K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-638- 1.21% |
$32.9K - $38.9K
|
52K
$4.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-651- 13.18% |
$33.6K - $39.7K
|
4.29K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-654- 1.04% |
$33.7K - $39.9K
|
62.1K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-654- 8.15% |
$33.7K - $39.9K
|
7.37K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-658- 10.39% |
$33.9K - $40.1K
|
5.67K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-663- 3.95% |
$34.2K - $40.4K
|
16.1K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-679- 5.35% |
$35K - $41.4K
|
12K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-681- 7.12% |
$35.1K - $41.5K
|
8.89K
$741K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-683- 85.27% |
$35.2K - $41.6K
|
118
$9.84K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-695- 8.12% |
$35.8K - $42.4K
|
7.87K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 3.94% |
$36.1K - $42.7K
|
17K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-702- 6.89% |
$36.2K - $42.8K
|
9.49K
$791K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-718- 3.44% |
$37K - $43.8K
|
20.2K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-721- 4.27% |
$37.2K - $44K
|
16.2K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-722- 3.62% |
$37.2K - $44K
|
19.2K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-723- 5.0% |
$37.3K - $44.1K
|
13.7K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-731- 9.13% |
$37.7K - $44.6K
|
7.28K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-731- 1.36% |
$37.7K - $44.6K
|
52.9K
$4.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-741- 2.57% |
$38.2K - $45.2K
|
28.1K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-744- 1.83% |
$38.4K - $45.4K
|
40K
$3.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-746- 2.27% |
$38.5K - $45.5K
|
32.1K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-750- 4.18% |
$38.7K - $45.7K
|
17.2K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-750- 6.58% |
$38.7K - $45.7K
|
10.6K
$888K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-768- 4.65% |
$39.6K - $46.8K
|
15.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-774- 6.49% |
$39.9K - $47.2K
|
11.2K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-774- 1.44% |
$39.9K - $47.2K
|
53.1K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-775- 1.91% |
$40K - $47.3K
|
39.8K
$3.32M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-776- 3.06% |
$40K - $47.3K
|
24.6K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-782- 1.47% |
$40.3K - $47.7K
|
52.4K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-790- 1.28% |
$40.7K - $48.2K
|
61K
$5.09M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-793- 3.52% |
$40.9K - $48.3K
|
21.8K
$1.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801- 6.57% |
$41.3K - $48.8K
|
11.4K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-803- 2.72% |
$41.4K - $49K
|
28.7K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 43.12% |
$41.5K - $49.1K
|
1.06K
$88.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-805- 15.93% |
$41.5K - $49.1K
|
4.25K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-809- 13.72% |
$41.7K - $49.3K
|
5.09K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-810- 1.72% |
$41.8K - $49.4K
|
46.2K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-812- 40.36% |
$41.9K - $49.5K
|
1.2K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-813- 16.78% |
$41.9K - $49.6K
|
4.03K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-819- 2.75% |
$42.2K - $49.9K
|
29K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-825- 3.23% |
$42.6K - $50.3K
|
24.8K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-829- 1.51% |
$42.8K - $50.5K
|
54.2K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-834- 3.14% |
$43K - $50.8K
|
25.7K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-837- 3.45% |
$43.2K - $51K
|
23.4K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-848- 4.58% |
$43.7K - $51.7K
|
17.7K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-849- 5.31% |
$43.8K - $51.8K
|
15.2K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-851- 15.72% |
$43.9K - $51.9K
|
4.56K
$381K
|