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 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 24.24% |
$179K - $211K
|
17.8K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.47K+ 19.78% |
$179K - $211K
|
21K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.45K+ 8.46% |
$178K - $210K
|
44.3K
$3.21M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.44K+ 9.3% |
$177K - $210K
|
40.4K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.4K+ 4.04% |
$175K - $207K
|
87.5K
$6.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.34K+ 45.41% |
$172K - $204K
|
10.7K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
3.34K+ 6.88% |
$172K - $204K
|
51.9K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.33K+ 44.45% |
$172K - $203K
|
10.8K
$785K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.33K+ 21.27% |
$172K - $203K
|
19K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.32K+ 7.44% |
$171K - $202K
|
48K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.29K+ 1.92% |
$170K - $201K
|
174K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 51.72% |
$169K - $200K
|
9.64K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.27K+ 75.5% |
$169K - $199K
|
7.6K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.24KNew |
$167K - $198K
|
3.24K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.24K+ 0.26% |
$167K - $198K
|
1.24M
$89.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.23K+ 19.48% |
$167K - $197K
|
19.8K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.17K+ 48.04% |
$163K - $193K
|
9.76K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 16.32% |
$163K - $192K
|
22.5K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.14KNew |
$162K - $192K
|
3.14K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.12KNew |
$161K - $190K
|
3.12K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Gagnon Securities LLC
|
BUY
|
- |
3.06KNew |
$158K - $186K
|
3.06K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.03KNew |
$156K - $185K
|
3.03K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02K+ 13.82% |
$156K - $184K
|
24.8K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 2.48% |
$155K - $183K
|
124K
$8.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.95K+ 6.95% |
$152K - $180K
|
45.4K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.94K+ 44.52% |
$152K - $179K
|
9.54K
$692K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 8.77% |
$146K - $173K
|
35.1K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.82KNew |
$146K - $172K
|
2.82K
$205K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.81K+ 11.33% |
$145K - $171K
|
27.6K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.79K+ 61.33% |
$144K - $170K
|
7.33K
$531K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.78K+ 1.94% |
$143K - $169K
|
146K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.67K+ 55.45% |
$138K - $163K
|
7.49K
$543K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.64K+ 13.72% |
$136K - $161K
|
21.9K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.62K+ 13.17% |
$135K - $159K
|
22.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.45% |
$134K - $159K
|
580K
$42.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.48K+ 65.59% |
$128K - $151K
|
6.27K
$455K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.46K+ 6.49% |
$127K - $150K
|
40.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 6.83% |
$125K - $148K
|
38.1K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.42K+ 44.9% |
$125K - $148K
|
7.82K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.4K+ 120.0% |
$124K - $146K
|
4.4K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39K+ 8.15% |
$123K - $146K
|
31.7K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.34KNew |
$121K - $143K
|
2.34K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34K+ 4.94% |
$121K - $142K
|
49.7K
$3.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.29K+ 10.41% |
$118K - $140K
|
24.3K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.25K+ 57.83% |
$116K - $137K
|
6.14K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.24K+ 41.52% |
$116K - $137K
|
7.65K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.24K+ 25.9% |
$116K - $137K
|
10.9K
$790K
|