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 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.83KNew |
$249K - $294K
|
4.83K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.81KNew |
$248K - $293K
|
4.81K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.6KNew |
$237K - $281K
|
4.6K
$354K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.6KNew |
$237K - $280K
|
4.6K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.55K+ 1137.0% |
$235K - $277K
|
4.95K
$381K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.54KNew |
$234K - $277K
|
4.54K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.48K+ 0.29% |
$231K - $273K
|
1.54M
$119M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.46KNew |
$230K - $272K
|
4.46K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.45KNew |
$230K - $272K
|
4.45K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.42K+ 206.55% |
$228K - $269K
|
6.56K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.31K+ 8.31% |
$222K - $262K
|
56.1K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.3K+ 20.07% |
$222K - $262K
|
25.7K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.29KNew |
$221K - $261K
|
4.29K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.25KNew |
$219K - $259K
|
4.25K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.25KNew |
$219K - $259K
|
4.25K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.24KNew |
$219K - $259K
|
4.24K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.23KNew |
$218K - $258K
|
4.23K
$326K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.17KNew |
$215K - $254K
|
4.17K
$321K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.16K+ 4.99% |
$215K - $254K
|
87.6K
$6.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.1K+ 14.81% |
$211K - $250K
|
31.8K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.06K+ 1.64% |
$209K - $248K
|
252K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.06K+ 4.42% |
$209K - $247K
|
95.9K
$7.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 16.99% |
$209K - $247K
|
27.9K
$2.15M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
4.02K+ 53.48% |
$208K - $245K
|
11.5K
$889K
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.01K+ 0.16% |
$207K - $245K
|
2.54M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
3.91KNew |
$202K - $239K
|
3.91K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.87K+ 6.43% |
$199K - $236K
|
64K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.86KNew |
$199K - $236K
|
3.86K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.86K+ 8.69% |
$199K - $236K
|
48.3K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$197K - $233K
|
3.83K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.79KNew |
$196K - $231K
|
3.79K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.74KNew |
$193K - $228K
|
3.74K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.71KNew |
$191K - $226K
|
3.71K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.69K+ 1.85% |
$190K - $225K
|
203K
$15.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.67K+ 27.72% |
$189K - $224K
|
16.9K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.66KNew |
$189K - $223K
|
3.66K
$282K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 26.29% |
$188K - $223K
|
17.6K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.64K+ 10.32% |
$188K - $222K
|
38.9K
$3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.61KNew |
$186K - $220K
|
3.61K
$278K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.59KNew |
$185K - $219K
|
3.59K
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.57KNew |
$184K - $217K
|
3.57K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.55KNew |
$183K - $217K
|
3.55K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
3.55KNew |
$183K - $216K
|
3.55K
$273K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.54K+ 2.55% |
$183K - $216K
|
143K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 3.6% |
$182K - $216K
|
102K
$7.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.51K+ 8.31% |
$181K - $214K
|
45.8K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.48K+ 2.51% |
$180K - $212K
|
142K
$11M
|