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 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.99K+ 15.34% |
$257K - $304K
|
37.5K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.93K+ 10.71% |
$254K - $300K
|
50.9K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.18% |
$252K - $298K
|
73K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.87K+ 128.5% |
$251K - $297K
|
8.66K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.87KNew |
$251K - $297K
|
4.87K
$406K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.85K+ 9.1% |
$250K - $296K
|
58.1K
$4.85M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.83KNew |
$249K - $294K
|
4.83K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.81KNew |
$248K - $293K
|
4.81K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.6KNew |
$237K - $281K
|
4.6K
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.6KNew |
$237K - $280K
|
4.6K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.55K+ 1137.0% |
$235K - $277K
|
4.95K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.54KNew |
$234K - $277K
|
4.54K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.48K+ 0.29% |
$231K - $273K
|
1.54M
$128M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.46KNew |
$230K - $272K
|
4.46K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.45KNew |
$230K - $272K
|
4.45K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.42K+ 206.55% |
$228K - $269K
|
6.56K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.31K+ 8.31% |
$222K - $262K
|
56.1K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.3K+ 20.07% |
$222K - $262K
|
25.7K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.29KNew |
$221K - $261K
|
4.29K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.25KNew |
$219K - $259K
|
4.25K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.25KNew |
$219K - $259K
|
4.25K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.24KNew |
$219K - $259K
|
4.24K
$354K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.23KNew |
$218K - $258K
|
4.23K
$353K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.17KNew |
$215K - $254K
|
4.17K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.16K+ 4.99% |
$215K - $254K
|
87.6K
$7.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.1K+ 14.81% |
$211K - $250K
|
31.8K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.06K+ 1.64% |
$209K - $248K
|
252K
$21.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.06K+ 4.42% |
$209K - $247K
|
95.9K
$8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 16.99% |
$209K - $247K
|
27.9K
$2.33M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.02K+ 53.48% |
$208K - $245K
|
11.5K
$963K
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.01K+ 0.16% |
$207K - $245K
|
2.54M
$212M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
3.91KNew |
$202K - $239K
|
3.91K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.87K+ 6.43% |
$199K - $236K
|
64K
$5.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.86KNew |
$199K - $236K
|
3.86K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.86K+ 8.69% |
$199K - $236K
|
48.3K
$4.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$197K - $233K
|
3.83K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.79KNew |
$196K - $231K
|
3.79K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.74KNew |
$193K - $228K
|
3.74K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.71KNew |
$191K - $226K
|
3.71K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.69K+ 1.85% |
$190K - $225K
|
203K
$16.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.67K+ 27.72% |
$189K - $224K
|
16.9K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.66KNew |
$189K - $223K
|
3.66K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 26.29% |
$188K - $223K
|
17.6K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.64K+ 10.32% |
$188K - $222K
|
38.9K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.61KNew |
$186K - $220K
|
3.61K
$301K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.59KNew |
$185K - $219K
|
3.59K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.57KNew |
$184K - $217K
|
3.57K
$298K
|