Purchases and Sales Made in Q3 2024 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
399
+ 8.21%
$20.6K - $24.3K
5.26K $405K
Nov 14, 2024 Q3 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
397
+ 0.87%
$20.5K - $24.2K
45.9K $3.54M
Oct 18, 2024 Q3 2024
Prairie View Partners, LLC

BUY
 -
396
+ 46.98%
$20.4K - $24.1K
1.24K $95.4K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
390
+ 1.62%
$20.1K - $23.8K
24.4K $1.88M
Nov 14, 2024 Q3 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
380
New
$19.6K - $23.2K
380 $29.3K
Nov 12, 2024 Q3 2024
Advisory Alpha, LLC

BUY
 -
378
+ 6.89%
$19.5K - $23K
5.87K $452K
Nov 12, 2024 Q3 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
375
+ 9.73%
$19.3K - $22.9K
4.23K $326K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
373
+ 2.0%
$19.2K - $22.7K
19K $1.46M
Oct 17, 2024 Q3 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
361
+ 6.0%
$18.6K - $22K
6.38K $491K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
345
+ 1.67%
$17.8K - $21K
21K $1.62M
Nov 06, 2024 Q3 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
341
+ 9.75%
$17.6K - $20.8K
3.84K $296K
Nov 12, 2024 Q3 2024
Davis R M Inc

Portland, ME
BUY
 -
336
+ 3.86%
$17.3K - $20.5K
9.05K $697K
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
331
+ 2.09%
$17.1K - $20.2K
16.2K $1.25M
Nov 13, 2024 Q3 2024
Monetary Management Group Inc

St Louis, MO
BUY
 -
330
+ 4.09%
$17K - $20.1K
8.4K $647K
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
329
+ 1.32%
$17K - $20.1K
25.2K $1.94M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
327
+ 9.28%
$16.9K - $19.9K
3.85K $297K
Nov 13, 2024 Q3 2024
Aimz Investment Advisors, LLC

BUY
 -
320
+ 2.85%
$16.5K - $19.5K
11.6K $890K
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
313
+ 0.7%
$16.1K - $19.1K
45.2K $3.48M
Nov 12, 2024 Q3 2024
Camden Capital, LLC

BUY
 -
313
+ 0.1%
$16.1K - $19.1K
307K $23.6M
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
311
+ 1.29%
$16K - $19K
24.5K $1.89M
Oct 25, 2024 Q3 2024
Steel Peak Wealth Management LLC

BUY
 -
311
+ 4.44%
$16K - $19K
7.32K $564K
Nov 06, 2024 Q3 2024
Zions Bancorporation, N.A.

BUY
 -
311
+ 4.67%
$16K - $19K
6.98K $537K
Nov 01, 2024 Q3 2024
Beta Wealth Group, Inc.

BUY
 -
306
+ 3.77%
$15.8K - $18.7K
8.42K $649K
Oct 17, 2024 Q3 2024
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
305
+ 8.27%
$15.7K - $18.6K
3.99K $308K
Oct 11, 2024 Q3 2024
Grove Bank & Trust

BUY
 -
304
+ 10.09%
$15.7K - $18.5K
3.32K $256K
Oct 21, 2024 Q3 2024
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
303
+ 0.3%
$15.6K - $18.5K
101K $7.81M
Oct 18, 2024 Q3 2024
Revolve Wealth Partners, LLC

BUY
 -
302
+ 7.39%
$15.6K - $18.4K
4.39K $338K
Oct 03, 2024 Q3 2024
Farmers Trust CO

BUY
 -
300
+ 2.57%
$15.5K - $18.3K
12K $922K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
300
+ 30.0%
$15.5K - $18.3K
1.3K $100K
Oct 08, 2024 Q3 2024
Traveka Wealth, LLC

San Jose, CA
BUY
 -
295
+ 8.02%
$15.2K - $18K
3.98K $306K
Oct 16, 2024 Q3 2024
Mezzasalma Advisors, LLC

BUY
 -
295
+ 6.91%
$15.2K - $18K
4.56K $351K
Nov 12, 2024 Q3 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
292
+ 0.31%
$15.1K - $17.8K
93K $7.17M
Oct 07, 2024 Q3 2024
Clean Yield Group

BUY
 -
282
+ 28.2%
$14.5K - $17.2K
1.28K $98.8K
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
281
+ 1.33%
$14.5K - $17.1K
21.3K $1.64M
Oct 25, 2024 Q3 2024
First Command Advisory Services, Inc.

BUY
 -
280
+ 5.99%
$14.4K - $17.1K
4.96K $382K
Nov 13, 2024 Q3 2024
Lgt Fund Management CO Ltd.

BUY
 -
279
+ 0.67%
$14.4K - $17K
42K $3.23M
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
274
+ 1.59%
$14.1K - $16.7K
17.5K $1.35M
Nov 12, 2024 Q3 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
272
+ 1.61%
$14K - $16.6K
17.1K $1.32M
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
270
+ 0.9%
$13.9K - $16.5K
30.2K $2.33M
Nov 14, 2024 Q3 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
268
+ 1.74%
$13.8K - $16.3K
15.6K $1.2M
Oct 28, 2024 Q3 2024
Interchange Capital Partners, LLC

BUY
 -
265
+ 3.33%
$13.7K - $16.2K
8.22K $633K
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
259
+ 6.72%
$13.4K - $15.8K
4.12K $317K
Oct 03, 2024 Q3 2024
Trinity Financial Advisors LLC

BUY
 -
257
+ 1.07%
$13.3K - $15.7K
24.3K $1.87M
Oct 04, 2024 Q3 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
251
+ 3.89%
$12.9K - $15.3K
6.71K $517K
Oct 24, 2024 Q3 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
245
+ 4.55%
$12.6K - $14.9K
5.64K $434K
Nov 06, 2024 Q3 2024
Vista Wealth Management Group, LLC

BUY
 -
244
+ 0.66%
$12.6K - $14.9K
37K $2.85M
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
242
+ 1.29%
$12.5K - $14.8K
19K $1.46M
Oct 23, 2024 Q3 2024
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
235
+ 0.42%
$12.1K - $14.3K
56.8K $4.38M
Nov 05, 2024 Q3 2024
Kovack Advisors, Inc.

BUY
 -
231
+ 2.15%
$11.9K - $14.1K
11K $845K

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