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
|
Ae Wealth Management LLC
|
BUY
|
- |
41.5K+ 13.29% |
$2.28M - $3.21M
|
354K
$22.3M
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
40.4K+ 68.33% |
$2.22M - $3.13M
|
99.6K
$6.29M
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
40.2K+ 114.98% |
$2.21M - $3.11M
|
75.1K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
39.9KNew |
$2.2M - $3.09M
|
39.9K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
39.9KNew |
$2.19M - $3.09M
|
39.9K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.6K+ 50.53% |
$2.18M - $3.07M
|
118K
$7.45M
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
38.3KNew |
$2.11M - $2.97M
|
38.3K
$2.42M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
38.3K+ 1.99% |
$2.1M - $2.96M
|
1.96M
$124M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.2KNew |
$2.1M - $2.95M
|
38.2K
$2.41M
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
38K+ 3.77% |
$2.09M - $2.94M
|
1.05M
$66.1M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.9K+ 4.99% |
$2.08M - $2.93M
|
797K
$50.3M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
37.9K+ 473.46% |
$2.08M - $2.93M
|
45.9K
$2.89M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
37.3K+ 102.03% |
$2.05M - $2.89M
|
73.9K
$4.66M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
35.7KNew |
$1.96M - $2.76M
|
35.7K
$2.25M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
35.6K+ 13.02% |
$1.96M - $2.76M
|
309K
$19.5M
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
35.4K+ 199.18% |
$1.95M - $2.74M
|
53.2K
$3.36M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.5K+ 32.68% |
$1.9M - $2.67M
|
140K
$8.84M
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
34.2KNew |
$1.88M - $2.65M
|
34.2K
$2.16M
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
33.8KNew |
$1.86M - $2.62M
|
33.8K
$2.14M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$1.82M - $2.56M
|
33.1K
$2.09M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
32.5K+ 8723.32% |
$1.79M - $2.52M
|
32.9K
$2.08M
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
32.5K+ 24.06% |
$1.79M - $2.51M
|
168K
$10.6M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.2KNew |
$1.77M - $2.49M
|
32.2K
$2.03M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
30.5K+ 19.09% |
$1.68M - $2.36M
|
190K
$12M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30.5KNew |
$1.68M - $2.36M
|
30.5K
$1.92M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
30.4KNew |
$1.67M - $2.35M
|
30.4K
$1.92M
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
29.9K+ 10.76% |
$1.64M - $2.31M
|
308K
$19.4M
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
29.8KNew |
$1.64M - $2.3M
|
29.8K
$1.88M
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
29.7K+ 2.11% |
$1.63M - $2.3M
|
1.43M
$90.5M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
29.6K+ 199.15% |
$1.63M - $2.29M
|
44.5K
$2.81M
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
28.9K+ 10.3% |
$1.59M - $2.24M
|
310K
$19.6M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3K+ 4.08% |
$1.56M - $2.19M
|
722K
$45.5M
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
28.3KNew |
$1.56M - $2.19M
|
28.3K
$1.79M
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
28.1KNew |
$1.55M - $2.17M
|
28.1K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
28KNew |
$1.54M - $2.17M
|
28K
$1.77M
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
27.9KNew |
$1.53M - $2.16M
|
27.9K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
27.2K+ 31.14% |
$1.5M - $2.11M
|
115K
$7.24M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
27.2K+ 26.67% |
$1.5M - $2.1M
|
129K
$8.16M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.48M - $2.08M
|
26.9K
$1.7M
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
26.4KNew |
$1.45M - $2.04M
|
26.4K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
25.7K+ 0.5% |
$1.41M - $1.99M
|
5.12M
$323M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.6K+ 30.0% |
$1.41M - $1.98M
|
111K
$7M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.4K+ 62.35% |
$1.4M - $1.97M
|
66.2K
$4.18M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.4K+ 62.35% |
$1.4M - $1.97M
|
66.2K
$4.18M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.4K+ 15.03% |
$1.39M - $1.96M
|
194K
$12.3M
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
25.1K+ 129.86% |
$1.38M - $1.94M
|
44.5K
$2.81M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24K+ 3.82% |
$1.32M - $1.86M
|
652K
$41.1M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
23.6KNew |
$1.3M - $1.82M
|
23.6K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5K+ 3.68% |
$1.29M - $1.81M
|
662K
$41.8M
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
23.2KNew |
$1.28M - $1.8M
|
23.2K
$1.47M
|