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 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.66K- 30.22% |
$91K - $128K
|
3.82K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.66K- 9.73% |
$91.2K - $128K
|
15.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.66K- 18.55% |
$91.4K - $129K
|
7.3K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.67K- 4.8% |
$91.5K - $129K
|
33K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 7.88% |
$92.9K - $131K
|
19.8K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.7K- 20.63% |
$93.2K - $131K
|
6.52K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.7K- 9.4% |
$93.3K - $131K
|
16.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.73K- 3.27% |
$95.2K - $134K
|
51.2K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.75K- 8.9% |
$96.2K - $135K
|
17.9K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.75K- 2.86% |
$96.4K - $136K
|
59.5K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.76K- 14.62% |
$96.5K - $136K
|
10.3K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.76K- 4.3% |
$96.5K - $136K
|
39.1K
$2.92M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.76K- 1.97% |
$96.7K - $136K
|
87.6K
$6.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 17.94% |
$97.5K - $137K
|
8.11K
$606K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 13.74% |
$97.5K - $137K
|
11.1K
$832K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 13.74% |
$97.5K - $137K
|
11.1K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.78K- 4.93% |
$97.8K - $138K
|
34.3K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.79K- 10.64% |
$98.5K - $139K
|
15.1K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.8K- 15.5% |
$98.7K - $139K
|
9.79K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.8K- 5.0% |
$99K - $139K
|
34.2K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.8K- 7.06% |
$99.1K - $139K
|
23.7K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 9.41% |
$100K - $141K
|
17.6K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.82K- 11.27% |
$100K - $141K
|
14.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.83K- 3.81% |
$100K - $141K
|
46.1K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.41% |
$101K - $142K
|
14.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.85K- 4.4% |
$102K - $143K
|
40.1K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.86K- 7.23% |
$102K - $144K
|
23.8K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.89K- 10.98% |
$104K - $146K
|
15.3K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.89K- 10.71% |
$104K - $146K
|
15.8K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.9K- 4.3% |
$104K - $147K
|
42.2K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.92K- 1.49% |
$105K - $148K
|
127K
$9.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.93K- 2.51% |
$106K - $149K
|
74.8K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.94K- 28.68% |
$106K - $150K
|
4.81K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.95K- 8.77% |
$107K - $151K
|
20.3K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.96K- 1.53% |
$108K - $151K
|
126K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.96K- 20.7% |
$108K - $152K
|
7.52K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.97K- 1.96% |
$109K - $153K
|
98.5K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.99K- 38.95% |
$109K - $154K
|
3.12K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2K- 26.98% |
$110K - $155K
|
5.41K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 8.91% |
$111K - $157K
|
20.7K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.09K- 7.91% |
$115K - $161K
|
24.3K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.09K- 0.71% |
$115K - $162K
|
295K
$22M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.12K- 5.59% |
$117K - $164K
|
35.9K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.13K- 30.23% |
$117K - $165K
|
4.92K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.14K- 10.97% |
$117K - $165K
|
17.3K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$119K - $167K
|
106K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.17K- 9.07% |
$120K - $168K
|
21.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.18K- 4.04% |
$120K - $168K
|
51.7K
$3.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.52% |
$120K - $169K
|
46.1K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.19K- 13.93% |
$120K - $169K
|
13.5K
$1.01M
|