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 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-58- 0.24% |
$3.19K - $4.49K
|
24.3K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 27.27% |
$3.3K - $4.64K
|
160
$12.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-65- 0.27% |
$3.57K - $5.03K
|
24.3K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$111K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-75- 0.18% |
$4.12K - $5.8K
|
42.5K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-84- 4.02% |
$4.62K - $6.5K
|
2K
$156K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 1.16% |
$4.95K - $6.96K
|
7.7K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-96- 1.18% |
$5.28K - $7.43K
|
8.02K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 0.68% |
$5.33K - $7.5K
|
14.2K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-99- 0.74% |
$5.44K - $7.66K
|
13.2K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 4.65% |
$5.5K - $7.73K
|
2.05K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 0.82% |
$5.5K - $7.73K
|
12.2K
$947K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.32% |
$5.5K - $7.73K
|
4.2K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-106- 0.78% |
$5.83K - $8.2K
|
13.5K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-107- 0.94% |
$5.88K - $8.28K
|
11.3K
$876K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.91% |
$6.21K - $8.74K
|
12.3K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-116- 1.89% |
$6.38K - $8.97K
|
6.03K
$469K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-119- 0.57% |
$6.54K - $9.2K
|
20.7K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-120- 1.08% |
$6.6K - $9.28K
|
11K
$859K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-132- 0.94% |
$7.26K - $10.2K
|
13.9K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-135- 1.29% |
$7.42K - $10.4K
|
10.4K
$807K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-136- 1.05% |
$7.48K - $10.5K
|
12.8K
$995K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$25.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.76% |
$8.08K - $11.4K
|
19.1K
$1.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-149- 2.2% |
$8.19K - $11.5K
|
6.61K
$515K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-150- 1.25% |
$8.25K - $11.6K
|
11.8K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-156- 1.11% |
$8.58K - $12.1K
|
13.9K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.91% |
$9.62K - $13.5K
|
5.84K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-175- 4.17% |
$9.62K - $13.5K
|
4.02K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-187- 1.19% |
$10.3K - $14.5K
|
15.5K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-187- 1.87% |
$10.3K - $14.5K
|
9.83K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-192- 3.89% |
$10.6K - $14.9K
|
4.75K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 3.61% |
$10.8K - $15.2K
|
5.24K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-201- 1.26% |
$11.1K - $15.5K
|
15.8K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-202- 0.64% |
$11.1K - $15.6K
|
31.6K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-202- 0.22% |
$11.1K - $15.6K
|
93.7K
$7.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 0.56% |
$11.3K - $15.9K
|
36.2K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-217- 1.25% |
$11.9K - $16.8K
|
17.2K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-219- 4.06% |
$12K - $16.9K
|
5.17K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-222- 1.08% |
$12.2K - $17.2K
|
20.4K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-227- 6.84% |
$12.5K - $17.6K
|
3.09K
$241K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 3.9% |
$12.6K - $17.8K
|
5.67K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-253- 7.03% |
$13.9K - $19.6K
|
3.35K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-254- 14.56% |
$14K - $19.6K
|
1.49K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-261- 7.13% |
$14.3K - $20.2K
|
3.4K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-265- 3.45% |
$14.6K - $20.5K
|
7.41K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-267- 4.46% |
$14.7K - $20.7K
|
5.71K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-273- 6.16% |
$15K - $21.1K
|
4.16K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-295- 0.93% |
$16.2K - $22.8K
|
31.4K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-309- 4.4% |
$17K - $23.9K
|
6.71K
$523K
|