Purchases and Sales Made in Q4 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
1.11M+ 410.83% |
$60.8M - $85.5M
|
1.37M
$107M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
759K+ 63.06% |
$41.7M - $58.7M
|
1.96M
$153M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
613K+ 32.5% |
$33.7M - $47.4M
|
2.5M
$194M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
576K+ 10.09% |
$31.7M - $44.5M
|
6.28M
$489M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
310KNew |
$17.1M - $24M
|
310K
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
183K+ 72.48% |
$10.1M - $14.1M
|
435K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
144K+ 13.32% |
$7.92M - $11.1M
|
1.23M
$95.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
117KNew |
$6.42M - $9.03M
|
117K
$9.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
108K+ 1901.32% |
$5.95M - $8.38M
|
114K
$8.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
101KNew |
$5.55M - $7.81M
|
101K
$7.86M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
94.9K+ 696.41% |
$5.22M - $7.34M
|
109K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
74.2KNew |
$4.08M - $5.74M
|
74.2K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
72KNew |
$3.96M - $5.57M
|
72K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
72KNew |
$3.96M - $5.57M
|
72K
$5.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
53.8K+ 37.84% |
$2.96M - $4.16M
|
196K
$15.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
44.5K+ 232.06% |
$2.45M - $3.44M
|
63.6K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44.1K+ 5.12% |
$2.43M - $3.41M
|
906K
$70.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
43.7K+ 229.71% |
$2.4M - $3.38M
|
62.7K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
37.9K+ 473.46% |
$2.08M - $2.93M
|
45.9K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
37.3K+ 102.03% |
$2.05M - $2.89M
|
73.9K
$5.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$1.82M - $2.56M
|
33.1K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
29.8KNew |
$1.64M - $2.3M
|
29.8K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3K+ 4.08% |
$1.56M - $2.19M
|
722K
$56.2M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
26.4KNew |
$1.45M - $2.04M
|
26.4K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.4K+ 62.35% |
$1.4M - $1.97M
|
66.2K
$5.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
22.3KNew |
$1.23M - $1.73M
|
22.3K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.7KNew |
$1.19M - $1.68M
|
21.7K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$1.07M - $1.5M
|
19.4K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18.4KNew |
$1.01M - $1.42M
|
18.4K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.2K+ 206.6% |
$948K - $1.33M
|
25.6K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 13.61% |
$796K - $1.12M
|
121K
$9.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 65.99% |
$769K - $1.08M
|
35.2K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 1.23% |
$760K - $1.07M
|
1.14M
$88.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$663K - $933K
|
12.1K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12KNew |
$660K - $928K
|
12K
$934K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 45.49% |
$635K - $893K
|
36.9K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.5KNew |
$630K - $887K
|
11.5K
$892K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$589K - $828K
|
83.7K
$6.52M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.1K+ 41.64% |
$557K - $784K
|
34.5K
$2.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.82K+ 41.6% |
$540K - $759K
|
33.4K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.4K+ 20.38% |
$517K - $727K
|
55.5K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$495K - $696K
|
9K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$457K - $643K
|
8.32K
$647K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.31K+ 9.49% |
$457K - $643K
|
95.9K
$7.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.95K+ 13.68% |
$437K - $615K
|
66.1K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.95K+ 33.95% |
$437K - $615K
|
31.4K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.82K+ 38.21% |
$430K - $605K
|
28.3K
$2.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.79K+ 19.13% |
$428K - $603K
|
48.5K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 29.35% |
$397K - $558K
|
31.8K
$2.48M
|