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 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
603+ 1.33% |
$33.2K - $46.6K
|
46K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 7.39% |
$33.2K - $46.6K
|
8.76K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
596+ 10.59% |
$32.8K - $46.1K
|
6.22K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
596+ 4.35% |
$32.8K - $46.1K
|
14.3K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
594+ 5.77% |
$32.7K - $45.9K
|
10.9K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
591+ 1.79% |
$32.5K - $45.7K
|
33.5K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
581New |
$31.9K - $44.9K
|
581
$42.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
562+ 18.04% |
$30.9K - $43.5K
|
3.68K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
558New |
$30.7K - $43.2K
|
558
$40.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
547+ 8.09% |
$30.1K - $42.3K
|
7.31K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
547+ 12.75% |
$30.1K - $42.3K
|
4.84K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
547+ 3.77% |
$30.1K - $42.3K
|
15.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
542+ 17.88% |
$29.8K - $41.9K
|
3.57K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
541+ 0.17% |
$29.7K - $41.8K
|
311K
$22.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
535+ 7.74% |
$29.4K - $41.4K
|
7.45K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
535New |
$29.4K - $41.4K
|
535
$39.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
530+ 11.68% |
$29.1K - $41K
|
5.07K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
516+ 40.34% |
$28.4K - $39.9K
|
1.8K
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
512+ 1.22% |
$28.1K - $39.6K
|
42.3K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
502+ 1.78% |
$27.6K - $38.8K
|
28.7K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$27.5K - $38.7K
|
500
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$27.5K - $38.7K
|
500
$36.7K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$36.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
486+ 232.54% |
$26.7K - $37.6K
|
695
$50.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
478+ 7.5% |
$26.3K - $37K
|
6.85K
$502K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
478+ 0.32% |
$26.3K - $37K
|
152K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
476+ 7.71% |
$26.2K - $36.8K
|
6.65K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
474+ 2.7% |
$26.1K - $36.7K
|
18K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
472+ 4.0% |
$26K - $36.5K
|
12.3K
$900K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
460+ 4.88% |
$25.3K - $35.6K
|
9.88K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
455+ 10.01% |
$25K - $35.2K
|
5K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
454+ 7.34% |
$25K - $35.1K
|
6.64K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$33K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
450+ 2.44% |
$24.7K - $34.8K
|
18.9K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
450+ 1.02% |
$24.7K - $34.8K
|
44.7K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$33K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
449+ 2.24% |
$24.7K - $34.7K
|
20.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
433+ 2.95% |
$23.8K - $33.5K
|
15.1K
$1.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$31.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$31.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
431+ 4.36% |
$23.7K - $33.3K
|
10.3K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 5.48% |
$23.7K - $33.3K
|
8.3K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
431+ 2.99% |
$23.7K - $33.3K
|
14.8K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
430+ 6.93% |
$23.6K - $33.3K
|
6.64K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
422+ 4.69% |
$23.2K - $32.6K
|
9.43K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
417+ 3.82% |
$22.9K - $32.3K
|
11.3K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
414+ 3.68% |
$22.8K - $32K
|
11.7K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
412New |
$22.7K - $31.9K
|
412
$30.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 6.9% |
$22.3K - $31.3K
|
6.27K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
402+ 0.47% |
$22.1K - $31.1K
|
86.1K
$6.31M
|