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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.13K+ 1.22% |
$117K - $165K
|
177K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1.07% |
$117K - $164K
|
200K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.1K+ 49.45% |
$116K - $163K
|
6.36K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.08K+ 9.92% |
$114K - $161K
|
23.1K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
2.08K+ 6.01% |
$114K - $161K
|
36.7K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.06K+ 2.82% |
$113K - $160K
|
75.3K
$5.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.03K+ 12.04% |
$112K - $157K
|
18.9K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 0.96% |
$111K - $156K
|
212K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.01K+ 5.27% |
$110K - $155K
|
40.1K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$110K - $155K
|
5.92K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2K+ 26.18% |
$110K - $155K
|
9.64K
$729K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
2K+ 56.34% |
$110K - $155K
|
5.55K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 3.3% |
$109K - $153K
|
61.8K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.9KNew |
$104K - $147K
|
1.9K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.9K+ 11.38% |
$104K - $147K
|
18.6K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87K+ 34.05% |
$103K - $144K
|
7.35K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 10.48% |
$102K - $144K
|
19.6K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.86K+ 11.38% |
$102K - $144K
|
18.2K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.84K+ 0.08% |
$101K - $142K
|
2.35M
$178M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 4.52% |
$99.7K - $140K
|
42K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.8K+ 4.74% |
$99.1K - $139K
|
39.9K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.79K+ 2.48% |
$98.5K - $139K
|
74.2K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.79K+ 41.65% |
$98.4K - $138K
|
6.09K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.78K+ 0.15% |
$98K - $138K
|
1.2M
$91M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$3.99M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.74K+ 47.07% |
$95.8K - $135K
|
5.45K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.73KNew |
$95.1K - $134K
|
1.73K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.73K+ 10.82% |
$94.9K - $134K
|
17.7K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 3.71% |
$93.7K - $132K
|
47.6K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.69K+ 15.8% |
$93K - $131K
|
12.4K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.66KNew |
$91.5K - $129K
|
1.66K
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 4.09% |
$89.2K - $125K
|
41.3K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.61K+ 8.67% |
$88.4K - $124K
|
20.1K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.61K+ 20.83% |
$88.2K - $124K
|
9.31K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
1.6K+ 0.05% |
$88K - $124K
|
3.05M
$231M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.6K+ 35.79% |
$87.7K - $123K
|
6.05K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.57K+ 17.4% |
$86.4K - $122K
|
10.6K
$802K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 40.86% |
$86.3K - $121K
|
5.41K
$409K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.56KNew |
$86K - $121K
|
1.56K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.54K+ 29.77% |
$84.8K - $119K
|
6.72K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.53KNew |
$84.3K - $119K
|
1.53K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.53KNew |
$84.2K - $119K
|
1.53K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.53K+ 4.18% |
$83.8K - $118K
|
38K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.52K+ 2.53% |
$83.5K - $117K
|
61.5K
$4.65M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.47KNew |
$80.9K - $114K
|
1.47K
$111K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.46K+ 3.17% |
$80.4K - $113K
|
47.6K
$3.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.43K+ 10.23% |
$78.7K - $111K
|
15.4K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.43K+ 7.99% |
$78.5K - $110K
|
19.3K
$1.46M
|