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 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-852- 72.2% |
$43.9K - $51.9K
|
328
$27.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-857- 4.14% |
$44.2K - $52.3K
|
19.8K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-888- 3.53% |
$45.8K - $54.1K
|
24.3K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-891- 1.11% |
$46K - $54.3K
|
79.7K
$6.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-896- 0.46% |
$46.2K - $54.6K
|
192K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-900- 4.18% |
$46.4K - $54.9K
|
20.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-900- 7.96% |
$46.4K - $54.9K
|
10.4K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-906- 39.19% |
$46.7K - $55.2K
|
1.41K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-915- 5.49% |
$47.2K - $55.8K
|
15.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-920- 16.28% |
$47.5K - $56.1K
|
4.73K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-926- 1.9% |
$47.8K - $56.5K
|
47.8K
$3.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-929- 11.44% |
$47.9K - $56.6K
|
7.19K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-938- 5.01% |
$48.4K - $57.2K
|
17.8K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-939- 19.81% |
$48.4K - $57.3K
|
3.8K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-941- 3.0% |
$48.5K - $57.4K
|
30.5K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-944- 3.06% |
$48.7K - $57.6K
|
29.9K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-960- 2.4% |
$49.5K - $58.5K
|
39.1K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-974- 2.66% |
$50.2K - $59.4K
|
35.7K
$2.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-981- 9.67% |
$50.6K - $59.8K
|
9.17K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-982- 4.7% |
$50.7K - $59.9K
|
19.9K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-991- 2.64% |
$51.1K - $60.4K
|
36.6K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-991- 1.09% |
$51.1K - $60.4K
|
89.7K
$7.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 5.96% |
$51.6K - $61K
|
15.8K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-1K- 15.87% |
$51.6K - $61K
|
5.3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1K- 3.17% |
$51.6K - $61K
|
30.6K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-1.02K- 0.11% |
$52.5K - $62.1K
|
947K
$79M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.03K- 13.7% |
$53.3K - $63K
|
6.52K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 8.1% |
$53.8K - $63.7K
|
11.8K
$988K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.06K- 4.26% |
$54.7K - $64.7K
|
23.8K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.08K- 2.2% |
$55.7K - $65.8K
|
48K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.09K- 19.42% |
$56.3K - $66.5K
|
4.53K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.11K- 6.84% |
$57.4K - $67.9K
|
15.2K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.12K- 6.56% |
$58K - $68.5K
|
16K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.44% |
$59.2K - $70K
|
20K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.15K- 1.23% |
$59.3K - $70.1K
|
92K
$7.68M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.2K- 19.59% |
$61.9K - $73.2K
|
4.93K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 3.16% |
$62.1K - $73.3K
|
36.9K
$3.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.22K- 3.22% |
$62.7K - $74.1K
|
36.5K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 5.92% |
$62.9K - $74.3K
|
19.4K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.22K- 4.07% |
$63K - $74.5K
|
28.8K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 4.44% |
$63.5K - $75.1K
|
26.5K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.24K- 0.1% |
$63.8K - $75.4K
|
1.29M
$108M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.5% |
$64.2K - $75.9K
|
11.9K
$989K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.25K- 6.09% |
$64.3K - $76K
|
19.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.26K- 0.29% |
$65.2K - $77.1K
|
433K
$36.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.28K- 5.4% |
$65.8K - $77.7K
|
22.3K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.29K- 0.77% |
$66.6K - $78.7K
|
166K
$13.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.31K- 5.37% |
$67.3K - $79.6K
|
23K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 6.52% |
$68.2K - $80.7K
|
19K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.34K- 21.6% |
$69K - $81.5K
|
4.85K
$405K
|