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 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 6.36% |
$67.2K - $94.5K
|
20.4K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.22K+ 734.34% |
$67K - $94.3K
|
1.39K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.22K+ 4.78% |
$66.9K - $94.1K
|
26.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.21K+ 241.4% |
$66.4K - $93.4K
|
1.71K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.2K+ 11.4% |
$66.2K - $93.1K
|
11.8K
$862K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 26.91% |
$66K - $92.8K
|
5.66K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.19K+ 23.2% |
$65.2K - $91.7K
|
6.29K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.15K+ 4.67% |
$63.4K - $89.3K
|
25.9K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 31.87% |
$63.2K - $89K
|
4.76K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.14K+ 5.76% |
$62.8K - $88.3K
|
21K
$1.54M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.13K+ 6.82% |
$62.2K - $87.5K
|
17.7K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.13K+ 2.12% |
$61.9K - $87.1K
|
54.3K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.12K+ 1.82% |
$61.5K - $86.6K
|
62.6K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.11K+ 29.14% |
$61.2K - $86.1K
|
4.93K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.11K+ 11.18% |
$60.9K - $85.6K
|
11K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.1KNew |
$60.4K - $85K
|
1.1K
$80.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 17.15% |
$60K - $84.4K
|
7.45K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.08K+ 12.92% |
$59.5K - $83.7K
|
9.45K
$693K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08K+ 16.73% |
$59.1K - $83.2K
|
7.5K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.07K+ 1.35% |
$58.9K - $82.9K
|
80.7K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.07K+ 13.67% |
$58.8K - $82.8K
|
8.9K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 12.47% |
$58.2K - $81.8K
|
9.54K
$700K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.05K+ 4.73% |
$57.8K - $81.3K
|
23.3K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.05K+ 17.04% |
$57.5K - $80.9K
|
7.18K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.03K+ 1.09% |
$56.7K - $79.8K
|
96.1K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 22.12% |
$55.9K - $78.7K
|
5.62K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1KNew |
$55.1K - $77.6K
|
1K
$73.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
996New |
$54.8K - $77K
|
996
$73K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
986+ 15.09% |
$54.2K - $76.3K
|
7.52K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
981+ 15.83% |
$53.9K - $75.9K
|
7.18K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
980New |
$53.9K - $75.8K
|
980
$71.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
969+ 7.43% |
$53.3K - $75K
|
14K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
966+ 16.21% |
$53.1K - $74.7K
|
6.93K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
963+ 0.21% |
$52.9K - $74.5K
|
459K
$33.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
953New |
$52.4K - $73.7K
|
953
$69.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
928New |
$51K - $71.8K
|
928
$68K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
920+ 23.14% |
$50.6K - $71.2K
|
4.9K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
920+ 8.49% |
$50.6K - $71.2K
|
11.8K
$861K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
916+ 2.11% |
$50.4K - $70.9K
|
44.4K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
916+ 6.19% |
$50.4K - $70.9K
|
15.7K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
915+ 50.03% |
$50.3K - $70.8K
|
2.74K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
905New |
$49.8K - $70K
|
905
$66.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
902+ 10.88% |
$49.6K - $69.8K
|
9.19K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 8.56% |
$49.4K - $69.5K
|
11.4K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
886+ 24.71% |
$48.7K - $68.5K
|
4.47K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
885+ 20.94% |
$48.7K - $68.5K
|
5.11K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
881New |
$48.4K - $68.1K
|
881
$64.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
879+ 7.15% |
$48.3K - $68K
|
13.2K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
875+ 3.81% |
$48.1K - $67.7K
|
23.9K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
862+ 3.71% |
$47.4K - $66.7K
|
24.1K
$1.76M
|