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 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5K- 41.45% |
$258K - $305K
|
7.07K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.04K- 1.62% |
$260K - $307K
|
305K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.12K- 5.37% |
$264K - $312K
|
90.1K
$7.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.13K- 9.31% |
$265K - $313K
|
50K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.16K- 2.0% |
$266K - $314K
|
252K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
SELL
|
- |
-5.16K- 8.46% |
$266K - $314K
|
55.8K
$4.66M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.16K- 9.7% |
$266K - $314K
|
48K
$4M
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
SELL
|
- |
-5.19K- 67.31% |
$267K - $316K
|
2.52K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 5.41% |
$272K - $322K
|
92.3K
$7.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.41K- 4.87% |
$279K - $330K
|
106K
$8.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.5K- 0.9% |
$284K - $335K
|
606K
$50.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.58K- 31.01% |
$288K - $340K
|
12.4K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.6K- 2.84% |
$289K - $341K
|
192K
$16M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.61K- 4.39% |
$289K - $342K
|
122K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5.62K- 30.12% |
$290K - $342K
|
13K
$1.09M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.65K- 33.25% |
$291K - $345K
|
11.3K
$946K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.69K- 14.71% |
$293K - $347K
|
33K
$2.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.69K- 0.7% |
$294K - $347K
|
807K
$67.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-5.71K- 1.57% |
$295K - $348K
|
359K
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.88K- 20.21% |
$303K - $359K
|
23.2K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.93K- 1.58% |
$306K - $361K
|
368K
$30.7M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.94K- 8.81% |
$306K - $362K
|
61.5K
$5.13M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.98K- 46.37% |
$309K - $365K
|
6.92K
$577K
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.98K- 46.37% |
$309K - $365K
|
6.92K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6K- 11.66% |
$309K - $366K
|
45.5K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-6.12K- 0.12% |
$316K - $373K
|
5.27M
$440M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.22K- 7.38% |
$321K - $379K
|
78.1K
$6.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.24K- 14.4% |
$322K - $381K
|
37.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.3K- 2.88% |
$325K - $384K
|
212K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.35K- 0.29% |
$328K - $387K
|
2.22M
$185M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.52K- 0.42% |
$336K - $398K
|
1.55M
$129M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.6K- 7.46% |
$341K - $403K
|
81.9K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.62K- 43.36% |
$341K - $404K
|
8.65K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.62K- 3.7% |
$342K - $404K
|
173K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-6.76K- 28.95% |
$349K - $412K
|
16.6K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-6.94K- 11.57% |
$358K - $423K
|
53K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7K- 4.8% |
$361K - $427K
|
139K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-7.02K- 30.53% |
$362K - $428K
|
16K
$1.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.12K- 6.28% |
$367K - $434K
|
106K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.21K- 12.37% |
$372K - $439K
|
51K
$4.26M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.36K- 7.05% |
$380K - $449K
|
97.1K
$8.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.44K- 15.63% |
$384K - $453K
|
40.1K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-7.56K- 1.56% |
$390K - $461K
|
478K
$39.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.62K- 5.04% |
$393K - $464K
|
144K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.62K- 16.32% |
$393K - $465K
|
39.1K
$3.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.64K- 1.07% |
$394K - $466K
|
709K
$59.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.8K- 7.67% |
$402K - $475K
|
93.9K
$7.84M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.84K- 11.26% |
$404K - $478K
|
61.8K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-7.84K- 27.47% |
$405K - $478K
|
20.7K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.28K- 2.76% |
$427K - $505K
|
291K
$24.3M
|