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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.52K- 8.87% |
$130K - $153K
|
25.9K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.53K- 16.58% |
$130K - $154K
|
12.7K
$942K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.53K- 17.2% |
$130K - $154K
|
12.2K
$902K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.55K- 26.15% |
$131K - $155K
|
7.2K
$534K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.58K- 5.74% |
$133K - $157K
|
42.4K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.62K- 2.4% |
$135K - $160K
|
106K
$7.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.63K- 4.39% |
$135K - $160K
|
57.2K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.64K- 3.47% |
$136K - $161K
|
73.5K
$5.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.67K- 11.16% |
$138K - $163K
|
21.3K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 5.19% |
$139K - $164K
|
49.3K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.71K- 3.3% |
$140K - $165K
|
79.3K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.73K- 10.43% |
$141K - $166K
|
23.4K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.74K- 35.88% |
$141K - $167K
|
4.89K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.75K- 3.9% |
$142K - $168K
|
67.8K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.83K- 2.17% |
$146K - $173K
|
128K
$9.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.88K- 0.96% |
$148K - $175K
|
297K
$22M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.93K- 10.48% |
$151K - $179K
|
25.1K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.02K- 5.03% |
$156K - $184K
|
57.1K
$4.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.03K- 3.27% |
$156K - $185K
|
89.7K
$6.65M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.05K- 12.77% |
$158K - $186K
|
20.9K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.07K- 2.77% |
$158K - $187K
|
108K
$8M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 10.47% |
$160K - $189K
|
26.5K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.15K- 5.92% |
$162K - $192K
|
50K
$3.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.17K- 3.53% |
$163K - $193K
|
86.7K
$6.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.17K- 3.77% |
$164K - $194K
|
81.1K
$6.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.18K- 4.44% |
$164K - $194K
|
68.5K
$5.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.19K- 2.24% |
$165K - $195K
|
139K
$10.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.21K- 40.0% |
$165K - $196K
|
4.81K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-3.22K- 44.55% |
$166K - $196K
|
4.01K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.23K- 0.8% |
$167K - $197K
|
399K
$29.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 22.7% |
$171K - $202K
|
11.3K
$835K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-3.34K- 18.25% |
$172K - $204K
|
15K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.4K- 8.96% |
$175K - $207K
|
34.6K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.44K- 7.85% |
$177K - $210K
|
40.4K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.44K- 17.95% |
$177K - $210K
|
15.7K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.46K- 4.25% |
$178K - $211K
|
78K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.46K- 5.94% |
$179K - $211K
|
54.8K
$4.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.52KClosed |
$181K - $214K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.56K- 14.8% |
$183K - $217K
|
20.5K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.6K- 10.29% |
$186K - $219K
|
31.4K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.71K- 10.34% |
$191K - $226K
|
32.2K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.72K- 0.9% |
$192K - $227K
|
411K
$30.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.77K- 7.68% |
$194K - $230K
|
45.3K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.79K- 2.55% |
$195K - $231K
|
145K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.81K- 2.69% |
$196K - $232K
|
138K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.89K- 8.27% |
$201K - $237K
|
43.2K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.94K- 6.17% |
$203K - $240K
|
60K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-4.02K- 0.18% |
$207K - $245K
|
2.19M
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.07K- 6.93% |
$210K - $248K
|
54.6K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.12K- 0.53% |
$213K - $251K
|
774K
$57.4M
|