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 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.34K- 17.28% |
$69.2K - $81.8K
|
6.42K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.36K- 0.54% |
$70K - $82.8K
|
249K
$20.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.38K- 2.76% |
$71.4K - $84.4K
|
48.8K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.33% |
$72.1K - $85.2K
|
58.6K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.4K- 11.65% |
$72.4K - $85.6K
|
10.7K
$889K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.41K- 1.14% |
$72.5K - $85.7K
|
121K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.43K- 53.12% |
$73.7K - $87.1K
|
1.26K
$105K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.44K- 4.99% |
$74.2K - $87.7K
|
27.4K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 2.88% |
$74.7K - $88.3K
|
48.9K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.46K- 9.92% |
$75.2K - $88.8K
|
13.2K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.46K- 1.64% |
$75.4K - $89.1K
|
87.5K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.48K- 14.99% |
$76.1K - $90K
|
8.37K
$698K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.48K- 0.91% |
$76.2K - $90.1K
|
160K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.48K- 3.27% |
$76.5K - $90.5K
|
43.9K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 7.63% |
$77K - $91K
|
18.1K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 0.59% |
$77.4K - $91.5K
|
254K
$21.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.5K- 3.44% |
$77.4K - $91.5K
|
42.1K
$3.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.73% |
$77.4K - $91.5K
|
85.5K
$7.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.5K- 4.71% |
$77.4K - $91.5K
|
30.4K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.5K- 24.27% |
$77.5K - $91.6K
|
4.69K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.53K- 7.79% |
$79K - $93.3K
|
18.1K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.56K- 4.93% |
$80.4K - $95K
|
30.1K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.59K- 3.41% |
$81.8K - $96.7K
|
44.9K
$3.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 9.31% |
$82.1K - $97K
|
15.5K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.59K- 16.53% |
$82.2K - $97.2K
|
8.05K
$671K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.6K- 11.51% |
$82.5K - $97.6K
|
12.3K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.6K- 7.89% |
$82.5K - $97.6K
|
18.7K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1.6K- 12.64% |
$82.7K - $97.7K
|
11.1K
$924K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 2.17% |
$82.8K - $97.9K
|
72.4K
$6.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-1.63K- 1.81% |
$84K - $99.3K
|
88.3K
$7.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 2.16% |
$84.2K - $99.5K
|
74K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.67K- 0.94% |
$86.2K - $102K
|
176K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.74K- 7.24% |
$89.6K - $106K
|
22.2K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.75K- 4.12% |
$90.4K - $107K
|
40.8K
$3.4M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.75K- 4.12% |
$90.4K - $107K
|
40.8K
$3.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 3.68% |
$90.9K - $107K
|
46.2K
$3.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.8K- 2.65% |
$92.8K - $110K
|
66.2K
$5.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.81K- 12.32% |
$93.2K - $110K
|
12.9K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.83K- 14.02% |
$94.2K - $111K
|
11.2K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.83K- 11.48% |
$94.5K - $112K
|
14.1K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 25.55% |
$96.1K - $114K
|
5.43K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 27.97% |
$97K - $115K
|
4.84K
$404K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.88K- 12.85% |
$97.1K - $115K
|
12.8K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.93K- 1.87% |
$99.7K - $118K
|
102K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.94K- 0.4% |
$100K - $118K
|
488K
$40.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.95K- 7.63% |
$101K - $119K
|
23.6K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.95K- 1.33% |
$101K - $119K
|
144K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.95K- 5.09% |
$101K - $119K
|
36.4K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.95K- 1.65% |
$101K - $119K
|
117K
$9.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.09% |
$102K - $121K
|
22.5K
$1.88M
|