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
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
474+ 2.7% |
$26.1K - $36.7K
|
18K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
455+ 10.01% |
$25K - $35.2K
|
5K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
454+ 7.34% |
$25K - $35.1K
|
6.64K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$35K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
450+ 2.44% |
$24.7K - $34.8K
|
18.9K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
433+ 2.95% |
$23.8K - $33.5K
|
15.1K
$1.18M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$33.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
431+ 4.36% |
$23.7K - $33.3K
|
10.3K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 6.9% |
$22.3K - $31.3K
|
6.27K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
382+ 1.55% |
$21K - $29.5K
|
25K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
362+ 1.26% |
$19.9K - $28K
|
29.2K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
349+ 2.26% |
$19.2K - $27K
|
15.8K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
334+ 6.13% |
$18.4K - $25.8K
|
5.79K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
311+ 2.62% |
$17.1K - $24.1K
|
12.2K
$947K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$23.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$23.4K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
300+ 25.86% |
$16.5K - $23.2K
|
1.46K
$114K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
295+ 24.18% |
$16.2K - $22.8K
|
1.52K
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
270+ 1.08% |
$14.8K - $20.9K
|
25.3K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
255+ 1.62% |
$14K - $19.7K
|
16K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.45% |
$14K - $19.7K
|
17.9K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
252+ 12.71% |
$13.9K - $19.5K
|
2.24K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
235+ 3.13% |
$12.9K - $18.2K
|
7.75K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 0.41% |
$12.6K - $17.8K
|
56.9K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
230+ 4.06% |
$12.6K - $17.8K
|
5.9K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
224+ 45.71% |
$12.3K - $17.3K
|
714
$55.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
217+ 2.23% |
$11.9K - $16.8K
|
9.95K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 7.23% |
$11.5K - $16.2K
|
3.1K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 1.2% |
$10.4K - $14.6K
|
16K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
178+ 1.32% |
$9.79K - $13.8K
|
13.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
177+ 3.08% |
$9.73K - $13.7K
|
5.93K
$462K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 1.04% |
$9.62K - $13.5K
|
17K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 5.01% |
$9.62K - $13.5K
|
3.67K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
167+ 3.6% |
$9.18K - $12.9K
|
4.81K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
158+ 0.3% |
$8.69K - $12.2K
|
52.6K
$4.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
123+ 183.58% |
$6.76K - $9.51K
|
190
$14.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
112+ 1.22% |
$6.16K - $8.66K
|
9.31K
$725K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.1% |
$6.1K - $8.59K
|
5.4K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$6.1K - $8.59K
|
9.35K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
108New |
$5.94K - $8.35K
|
108
$8.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105+ 2.03% |
$5.77K - $8.12K
|
5.28K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
91+ 0.68% |
$5K - $7.04K
|
13.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
86+ 1.26% |
$4.73K - $6.65K
|
6.93K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.78% |
$4.4K - $6.19K
|
10.3K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
73+ 0.57% |
$4.01K - $5.65K
|
12.9K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
57+ 1.6% |
$3.13K - $4.41K
|
3.61K
$281K
|