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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.79K+ 41.65% |
$98.4K - $138K
|
6.09K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.78K+ 0.15% |
$98K - $138K
|
1.2M
$88.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.74K+ 47.07% |
$95.8K - $135K
|
5.45K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.73KNew |
$95.1K - $134K
|
1.73K
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.73K+ 10.82% |
$94.9K - $134K
|
17.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 3.71% |
$93.7K - $132K
|
47.6K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.69K+ 15.8% |
$93K - $131K
|
12.4K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.66KNew |
$91.5K - $129K
|
1.66K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 4.09% |
$89.2K - $125K
|
41.3K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.61K+ 8.67% |
$88.4K - $124K
|
20.1K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.61K+ 20.83% |
$88.2K - $124K
|
9.31K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.6K+ 0.05% |
$88K - $124K
|
3.05M
$224M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.6K+ 35.79% |
$87.7K - $123K
|
6.05K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 17.4% |
$86.4K - $122K
|
10.6K
$777K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 40.86% |
$86.3K - $121K
|
5.41K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.56KNew |
$86K - $121K
|
1.56K
$115K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.54K+ 29.77% |
$84.8K - $119K
|
6.72K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.53KNew |
$84.3K - $119K
|
1.53K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.53KNew |
$84.2K - $119K
|
1.53K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.53K+ 4.18% |
$83.8K - $118K
|
38K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 2.53% |
$83.5K - $117K
|
61.5K
$4.51M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.47KNew |
$80.9K - $114K
|
1.47K
$108K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.46K+ 3.17% |
$80.4K - $113K
|
47.6K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.43K+ 10.23% |
$78.7K - $111K
|
15.4K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.43K+ 7.99% |
$78.5K - $110K
|
19.3K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.41K+ 5.8% |
$77.5K - $109K
|
25.7K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.4K+ 35.42% |
$76.8K - $108K
|
5.34K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.39K+ 26.33% |
$76.4K - $108K
|
6.67K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.38K+ 2.67% |
$75.9K - $107K
|
53.1K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.37KNew |
$75.5K - $106K
|
1.37K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.36KNew |
$74.6K - $105K
|
1.36K
$99.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.35KNew |
$74K - $104K
|
1.35K
$98.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.34K+ 21.66% |
$73.7K - $104K
|
7.53K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
1.33KNew |
$73.2K - $103K
|
1.33K
$97.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.33K+ 0.16% |
$72.8K - $102K
|
833K
$61.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.32K+ 99.25% |
$72.4K - $102K
|
2.64K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 28.74% |
$71.1K - $100K
|
5.8K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.29K+ 25.38% |
$70.9K - $99.8K
|
6.37K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$70.6K - $99.4K
|
1.29K
$94.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.28K+ 5.6% |
$70.1K - $98.6K
|
24K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.62% |
$69.7K - $98K
|
79.3K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.26K+ 9.28% |
$69.5K - $97.8K
|
14.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.25K+ 5.83% |
$68.9K - $96.9K
|
22.8K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.25K+ 27.29% |
$68.5K - $96.3K
|
5.81K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$67.9K - $95.5K
|
1.24K
$90.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.23KNew |
$67.8K - $95.4K
|
1.23K
$90.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.23K+ 3.92% |
$67.4K - $94.8K
|
32.5K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 4.92% |
$67.3K - $94.7K
|
26.1K
$1.91M
|