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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-487- 5.29% |
$25.1K - $29.7K
|
8.71K
$671K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-490- 6.67% |
$25.3K - $29.9K
|
6.86K
$528K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-495- 32.67% |
$25.5K - $30.2K
|
1.02K
$78.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-497- 10.63% |
$25.6K - $30.3K
|
4.18K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-499- 1.37% |
$25.7K - $30.4K
|
36K
$2.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-500- 0.16% |
$25.8K - $30.5K
|
308K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-500- 0.96% |
$25.8K - $30.5K
|
51.8K
$3.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-500- 4.42% |
$25.8K - $30.5K
|
10.8K
$832K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500- 6.85% |
$25.8K - $30.5K
|
6.8K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-500- 2.97% |
$25.8K - $30.5K
|
16.3K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-500- 5.7% |
$25.8K - $30.5K
|
8.27K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-502- 1.88% |
$25.9K - $30.6K
|
26.1K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-505- 7.41% |
$26K - $30.8K
|
6.31K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-510- 3.78% |
$26.3K - $31.1K
|
13K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-514- 2.66% |
$26.5K - $31.3K
|
18.8K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-518- 14.05% |
$26.7K - $31.6K
|
3.17K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-528- 1.87% |
$27.2K - $32.2K
|
27.8K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-538- 10.87% |
$27.8K - $32.8K
|
4.41K
$340K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-539- 4.21% |
$27.8K - $32.9K
|
12.3K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-540- 4.42% |
$27.9K - $32.9K
|
11.7K
$900K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-542- 5.36% |
$28K - $33K
|
9.57K
$737K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-547- 5.13% |
$28.2K - $33.4K
|
10.1K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-559- 4.35% |
$28.8K - $34.1K
|
12.3K
$947K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-565- 5.34% |
$29.1K - $34.4K
|
10K
$772K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-567- 6.86% |
$29.2K - $34.6K
|
7.7K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-571- 3.32% |
$29.5K - $34.8K
|
16.6K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-578- 5.6% |
$29.8K - $35.2K
|
9.74K
$750K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-578- 2.9% |
$29.8K - $35.2K
|
19.3K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-578- 2.67% |
$29.8K - $35.2K
|
21.1K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-582- 1.39% |
$30K - $35.5K
|
41.3K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-584- 5.84% |
$30.1K - $35.6K
|
9.42K
$726K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-592- 2.99% |
$30.5K - $36.1K
|
19.2K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-598- 7.75% |
$30.8K - $36.5K
|
7.12K
$548K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-599- 13.93% |
$30.9K - $36.5K
|
3.7K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-601- 2.91% |
$31K - $36.6K
|
20.1K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-610- 50.08% |
$31.5K - $37.2K
|
608
$46.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-610- 5.53% |
$31.5K - $37.2K
|
10.4K
$803K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-611- 3.31% |
$31.5K - $37.3K
|
17.9K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-612- 1.67% |
$31.6K - $37.3K
|
36.1K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-625- 3.68% |
$32.2K - $38.1K
|
16.3K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-627- 0.59% |
$32.3K - $38.2K
|
106K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-629- 16.39% |
$32.4K - $38.4K
|
3.21K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-630- 4.42% |
$32.5K - $38.4K
|
13.6K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-634- 3.31% |
$32.7K - $38.7K
|
18.5K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-636- 5.03% |
$32.8K - $38.8K
|
12K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-637- 3.12% |
$32.9K - $38.8K
|
19.8K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-638- 1.21% |
$32.9K - $38.9K
|
52K
$4M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-651- 13.18% |
$33.6K - $39.7K
|
4.29K
$330K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-654- 1.04% |
$33.7K - $39.9K
|
62.1K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-654- 8.15% |
$33.7K - $39.9K
|
7.37K
$567K
|