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
|
Riverview Trust CO
|
BUY
|
- |
64+ 3.74% |
$3.3K - $3.9K
|
1.77K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
62+ 0.69% |
$3.2K - $3.78K
|
9.01K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
61+ 0.15% |
$3.15K - $3.72K
|
41.8K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 37.5% |
$3.09K - $3.66K
|
220
$16.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
59+ 0.56% |
$3.04K - $3.6K
|
10.5K
$811K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
59+ 0.3% |
$3.04K - $3.6K
|
19.6K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$2.99K - $3.54K
|
58
$4.47K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
55+ 0.71% |
$2.84K - $3.35K
|
7.83K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$4.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 0.81% |
$2.84K - $3.35K
|
6.85K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
53+ 1.11% |
$2.73K - $3.23K
|
4.83K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
53+ 0.27% |
$2.73K - $3.23K
|
19.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 1.5% |
$2.73K - $3.23K
|
3.59K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
52+ 0.59% |
$2.68K - $3.17K
|
8.81K
$678K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.68% |
$2.68K - $3.17K
|
7.69K
$592K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$2.58K - $3.05K
|
50
$3.85K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 1.18% |
$2.58K - $3.05K
|
4.3K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
50+ 0.07% |
$2.58K - $3.05K
|
72.7K
$5.6M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
49New |
$2.53K - $2.99K
|
49
$3.77K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
48+ 0.29% |
$2.48K - $2.93K
|
16.6K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45+ 0.7% |
$2.32K - $2.74K
|
6.52K
$502K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44+ 0.73% |
$2.27K - $2.68K
|
6.04K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 0.74% |
$2.22K - $2.62K
|
5.85K
$450K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
42+ 0.55% |
$2.17K - $2.56K
|
7.7K
$593K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 68.97% |
$2.06K - $2.44K
|
98
$7.55K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.07% |
$2.01K - $2.38K
|
3.69K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
39+ 0.65% |
$2.01K - $2.38K
|
6.03K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
38+ 0.72% |
$1.96K - $2.32K
|
5.28K
$407K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
36+ 0.59% |
$1.86K - $2.19K
|
6.12K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.82% |
$1.86K - $2.19K
|
4.41K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
36+ 0.18% |
$1.86K - $2.19K
|
20.2K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35+ 0.83% |
$1.81K - $2.13K
|
4.26K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$84.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.14% |
$1.81K - $2.13K
|
26K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
34+ 0.69% |
$1.75K - $2.07K
|
4.97K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
33+ 0.45% |
$1.7K - $2.01K
|
7.4K
$570K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
32+ 0.59% |
$1.65K - $1.95K
|
5.5K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.59% |
$1.55K - $1.83K
|
5.14K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
30+ 0.6% |
$1.55K - $1.83K
|
5.07K
$391K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 0.61% |
$1.55K - $1.83K
|
4.94K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.79% |
$1.5K - $1.77K
|
3.7K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28+ 0.46% |
$1.44K - $1.71K
|
6.16K
$474K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$1.39K - $1.65K
|
4.26K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27+ 0.18% |
$1.39K - $1.65K
|
15.4K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 0.15% |
$1.39K - $1.65K
|
17.7K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$1.34K - $1.59K
|
29.6K
$2.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
25+ 0.37% |
$1.29K - $1.52K
|
6.7K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.17% |
$1.29K - $1.52K
|
15K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24+ 0.19% |
$1.24K - $1.46K
|
12.9K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.55% |
$1.24K - $1.46K
|
4.39K
$338K
|