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 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-109- 2.38% |
$5.99K - $8.43K
|
4.47K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-112- 2.36% |
$6.16K - $8.66K
|
4.64K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.91% |
$6.21K - $8.74K
|
12.3K
$946K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-115- 3.1% |
$6.32K - $8.9K
|
3.6K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-115- 0.38% |
$6.32K - $8.9K
|
29.8K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-116- 1.89% |
$6.38K - $8.97K
|
6.03K
$464K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-119- 0.57% |
$6.54K - $9.2K
|
20.7K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-119- 1.08% |
$6.54K - $9.2K
|
10.9K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-120- 1.08% |
$6.6K - $9.28K
|
11K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-121- 2.01% |
$6.65K - $9.36K
|
5.9K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-128- 0.41% |
$7.04K - $9.9K
|
30.9K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-129- 3.49% |
$7.09K - $9.98K
|
3.56K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-132- 0.94% |
$7.26K - $10.2K
|
13.9K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-134- 3.66% |
$7.37K - $10.4K
|
3.53K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-135- 1.29% |
$7.42K - $10.4K
|
10.4K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-135- 2.76% |
$7.42K - $10.4K
|
4.76K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-135- 2.55% |
$7.42K - $10.4K
|
5.17K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-136- 1.05% |
$7.48K - $10.5K
|
12.8K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-137- 3.55% |
$7.53K - $10.6K
|
3.73K
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-139- 3.03% |
$7.64K - $10.8K
|
4.44K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-139- 3.23% |
$7.64K - $10.8K
|
4.16K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-142- 1.13% |
$7.81K - $11K
|
12.4K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-143- 0.74% |
$7.86K - $11.1K
|
19.1K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$25.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.76% |
$8.08K - $11.4K
|
19.1K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-147- 1.38% |
$8.08K - $11.4K
|
10.5K
$810K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-149- 2.2% |
$8.19K - $11.5K
|
6.61K
$509K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-150- 1.25% |
$8.25K - $11.6K
|
11.8K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-152- 3.55% |
$8.36K - $11.8K
|
4.13K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-156- 1.11% |
$8.58K - $12.1K
|
13.9K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-158- 0.15% |
$8.69K - $12.2K
|
106K
$8.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-159- 3.95% |
$8.74K - $12.3K
|
3.87K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-159- 2.3% |
$8.74K - $12.3K
|
6.74K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-164- 0.47% |
$9.02K - $12.7K
|
35K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-165- 2.87% |
$9.07K - $12.8K
|
5.59K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-166- 0.84% |
$9.13K - $12.8K
|
19.5K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-167- 0.02% |
$9.18K - $12.9K
|
693K
$53.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-167- 15.02% |
$9.18K - $12.9K
|
945
$72.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-169- 0.33% |
$9.29K - $13.1K
|
50.8K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-170- 2.24% |
$9.35K - $13.1K
|
7.42K
$571K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-174- 0.61% |
$9.57K - $13.5K
|
28.4K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.91% |
$9.62K - $13.5K
|
5.84K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-175- 4.17% |
$9.62K - $13.5K
|
4.02K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-176- 0.58% |
$9.68K - $13.6K
|
30.3K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-177- 1.0% |
$9.73K - $13.7K
|
17.5K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-178- 0.66% |
$9.79K - $13.8K
|
26.6K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-178- 29.72% |
$9.79K - $13.8K
|
421
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.38% |
$9.84K - $13.8K
|
12.8K
$987K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-184- 0.68% |
$10.1K - $14.2K
|
26.9K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-185- 0.49% |
$10.2K - $14.3K
|
37.4K
$2.88M
|