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 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-350- 10.8% |
$18.1K - $21.3K
|
2.89K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-350- 0.93% |
$18.1K - $21.3K
|
37.2K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-353- 1.76% |
$18.2K - $21.5K
|
19.7K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-363- 2.93% |
$18.7K - $22.1K
|
12K
$926K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-369- 2.52% |
$19K - $22.5K
|
14.3K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-372- 5.51% |
$19.2K - $22.7K
|
6.38K
$491K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-377- 5.29% |
$19.4K - $23K
|
6.75K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-380- 1.18% |
$19.6K - $23.2K
|
31.8K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-381- 2.14% |
$19.7K - $23.2K
|
17.4K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-382- 0.91% |
$19.7K - $23.3K
|
41.7K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-382- 2.07% |
$19.7K - $23.3K
|
18K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-384- 0.75% |
$19.8K - $23.4K
|
51K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-384- 2.68% |
$19.8K - $23.4K
|
14K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-387- 74.0% |
$20K - $23.6K
|
136
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-390- 4.58% |
$20.1K - $23.8K
|
8.12K
$625K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-394- 4.95% |
$20.3K - $24K
|
7.56K
$583K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-394- 7.81% |
$20.3K - $24K
|
4.65K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 21.47% |
$20.6K - $24.4K
|
1.46K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-400- 4.25% |
$20.6K - $24.4K
|
9.01K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-401- 4.03% |
$20.7K - $24.4K
|
9.55K
$735K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-403- 5.2% |
$20.8K - $24.6K
|
7.35K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-403- 0.93% |
$20.8K - $24.6K
|
42.9K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-404- 1.77% |
$20.8K - $24.6K
|
22.4K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-418- 4.83% |
$21.6K - $25.5K
|
8.23K
$634K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-422- 4.48% |
$21.8K - $25.7K
|
9K
$694K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-425- 3.97% |
$21.9K - $25.9K
|
10.3K
$792K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-428- 2.15% |
$22.1K - $26.1K
|
19.5K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-430- 1.58% |
$22.2K - $26.2K
|
26.8K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-430- 7.31% |
$22.2K - $26.2K
|
5.45K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-432- 6.42% |
$22.3K - $26.3K
|
6.29K
$485K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-437- 5.39% |
$22.5K - $26.6K
|
7.67K
$591K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-437- 2.08% |
$22.5K - $26.6K
|
20.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-437- 2.8% |
$22.5K - $26.6K
|
15.2K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-441- 27.44% |
$22.7K - $26.9K
|
1.17K
$89.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-442- 11.8% |
$22.8K - $26.9K
|
3.3K
$254K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-442- 0.84% |
$22.8K - $26.9K
|
52.1K
$4.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-448- 3.14% |
$23.1K - $27.3K
|
13.8K
$1.07M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-450- 4.71% |
$23.2K - $27.4K
|
9.11K
$702K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-450- 2.23% |
$23.2K - $27.4K
|
19.7K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-454- 2.26% |
$23.4K - $27.7K
|
19.7K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-460- 11.51% |
$23.7K - $28K
|
3.54K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-461- 2.69% |
$23.8K - $28.1K
|
16.6K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-470- 7.38% |
$24.2K - $28.7K
|
5.9K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-472- 5.01% |
$24.3K - $28.8K
|
8.95K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-473- 1.86% |
$24.4K - $28.8K
|
24.9K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-475- 7.38% |
$24.5K - $29K
|
5.96K
$459K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-480- 1.08% |
$24.8K - $29.3K
|
43.9K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-481- 2.27% |
$24.8K - $29.3K
|
20.7K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-485- 2.34% |
$25K - $29.6K
|
20.3K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-487- 5.19% |
$25.1K - $29.7K
|
8.9K
$686K
|