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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.98K+ 53.35% |
$329K - $462K
|
17.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.73K+ 54.43% |
$315K - $444K
|
16.3K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.22K+ 7.89% |
$287K - $404K
|
71.4K
$5.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 27.49% |
$287K - $404K
|
24.2K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.12K+ 19.81% |
$282K - $396K
|
31K
$2.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.06KNew |
$278K - $391K
|
5.06K
$394K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5K+ 13.34% |
$275K - $387K
|
42.5K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.8K+ 46.77% |
$264K - $371K
|
15.1K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.72KNew |
$260K - $365K
|
4.72K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.45KNew |
$245K - $344K
|
4.45K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
4.13KNew |
$227K - $319K
|
4.13K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.91K+ 1.16% |
$215K - $303K
|
342K
$26.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.91K+ 34.62% |
$215K - $302K
|
15.2K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.74KNew |
$205K - $289K
|
3.74K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3.71KNew |
$204K - $287K
|
3.71K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.67KNew |
$202K - $284K
|
3.67K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.65KNew |
$201K - $282K
|
3.65K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.6KNew |
$198K - $278K
|
3.6K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.58KNew |
$197K - $277K
|
3.58K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$194K - $273K
|
3.53K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
3.53KNew |
$194K - $273K
|
3.53K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.52K+ 7.69% |
$194K - $272K
|
49.3K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.43KNew |
$189K - $266K
|
3.43K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 15.82% |
$187K - $263K
|
24.9K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31K+ 18.04% |
$182K - $256K
|
21.6K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.26K+ 64.11% |
$179K - $252K
|
8.35K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26KNew |
$179K - $252K
|
3.26K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$176K - $248K
|
3.21K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.16KNew |
$174K - $245K
|
3.16K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.14KNew |
$173K - $243K
|
3.14K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.13KNew |
$172K - $242K
|
3.13K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.12KNew |
$172K - $241K
|
3.12K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.04KNew |
$167K - $235K
|
3.04K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
3.03KNew |
$167K - $234K
|
3.03K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.99KNew |
$164K - $231K
|
2.99K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.97KNew |
$163K - $229K
|
2.97K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.96KNew |
$163K - $229K
|
2.96K
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.92KNew |
$160K - $225K
|
2.92K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.9KNew |
$159K - $224K
|
2.9K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.89KNew |
$159K - $223K
|
2.89K
$225K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.88K+ 20.1% |
$158K - $223K
|
17.2K
$1.34M
|