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 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.55K- 3.13% |
$195K - $275K
|
110K
$8.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.62K- 6.63% |
$199K - $280K
|
51K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.73K- 99.92% |
$205K - $289K
|
3
$239
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.74K- 8.67% |
$206K - $289K
|
39.4K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8K- 72.22% |
$209K - $294K
|
1.46K
$117K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.82K- 46.24% |
$210K - $296K
|
4.44K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.85K- 9.77% |
$212K - $298K
|
35.5K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-3.98K- 29.53% |
$219K - $307K
|
9.49K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 39.02% |
$220K - $309K
|
6.25K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.03K- 9.15% |
$222K - $312K
|
40.1K
$3.19M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-4.11K- 7.52% |
$226K - $318K
|
50.5K
$4.03M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.24K- 37.4% |
$233K - $328K
|
7.1K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.28K- 28.7% |
$235K - $331K
|
10.6K
$848K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-4.3K- 3.63% |
$236K - $333K
|
114K
$9.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.37K- 4.95% |
$240K - $338K
|
83.9K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 13.39% |
$243K - $342K
|
28.6K
$2.28M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.45K- 4.59% |
$245K - $344K
|
92.6K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.48K- 20.44% |
$247K - $347K
|
17.5K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-4.58K- 32.42% |
$252K - $354K
|
9.54K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.56% |
$253K - $356K
|
125K
$9.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-4.6K- 11.56% |
$253K - $356K
|
35.2K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.68K- 4.33% |
$257K - $362K
|
103K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.69K- 5.78% |
$258K - $362K
|
76.4K
$6.09M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.69K- 31.35% |
$258K - $362K
|
10.3K
$818K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.74K- 36.35% |
$260K - $366K
|
8.29K
$661K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.74K- 1.44% |
$260K - $366K
|
324K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.76K- 4.44% |
$262K - $368K
|
102K
$8.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.77K- 1.3% |
$262K - $369K
|
362K
$28.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-4.85K- 9.34% |
$267K - $375K
|
47.1K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.97K- 7.7% |
$273K - $385K
|
59.6K
$4.75M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.98K- 21.45% |
$274K - $385K
|
18.2K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5K- 49.42% |
$275K - $387K
|
5.12K
$408K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.04K- 4.73% |
$277K - $390K
|
101K
$8.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5.19K- 4.11% |
$285K - $401K
|
121K
$9.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.2K- 48.53% |
$286K - $402K
|
5.52K
$440K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.28K- 7.7% |
$290K - $408K
|
63.2K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.29K- 31.19% |
$291K - $409K
|
11.7K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-5.35K- 10.7% |
$294K - $414K
|
44.6K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.43K- 8.83% |
$298K - $420K
|
56K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5.43K- 30.24% |
$299K - $420K
|
12.5K
$999K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.44K- 3.78% |
$299K - $421K
|
139K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.46K- 6.82% |
$300K - $422K
|
74.6K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.53K- 0.62% |
$304K - $428K
|
881K
$70.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.55K- 0.26% |
$305K - $429K
|
2.1M
$167M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.68K- 8.26% |
$313K - $440K
|
63.2K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.73K- 40.88% |
$315K - $443K
|
8.29K
$661K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.75K- 2.17% |
$316K - $445K
|
259K
$20.7M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.79K- 28.09% |
$318K - $448K
|
14.8K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.8K- 31.26% |
$319K - $448K
|
12.7K
$1.02M
|