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 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-338- 7.65% |
$18.6K - $26.1K
|
4.08K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-345- 0.86% |
$19K - $26.7K
|
39.6K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-364- 8.28% |
$20K - $28.2K
|
4.03K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-416- 28.38% |
$22.9K - $32.2K
|
1.05K
$81.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-434- 2.39% |
$23.9K - $33.6K
|
17.7K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-437- 0.87% |
$24K - $33.8K
|
50.1K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-439- 36.4% |
$24.1K - $34K
|
767
$59.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-451- 6.77% |
$24.8K - $34.9K
|
6.21K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-477- 7.59% |
$26.2K - $36.9K
|
5.81K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-486- 13.1% |
$26.7K - $37.6K
|
3.22K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-490- 1.62% |
$26.9K - $37.9K
|
29.7K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-493- 11.16% |
$27.1K - $38.1K
|
3.93K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-496- 2.62% |
$27.3K - $38.4K
|
18.5K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-500- 4.42% |
$27.5K - $38.7K
|
10.8K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-500- 22.52% |
$27.5K - $38.7K
|
1.72K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-505- 3.12% |
$27.8K - $39.1K
|
15.7K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-515- 1.83% |
$28.3K - $39.8K
|
27.6K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-527- 32.35% |
$29K - $40.8K
|
1.1K
$85.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 8.26% |
$29.2K - $41.2K
|
5.91K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-533- 5.81% |
$29.3K - $41.2K
|
8.63K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-549- 2.69% |
$30.2K - $42.5K
|
19.8K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-551- 3.91% |
$30.3K - $42.6K
|
13.5K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-554- 0.57% |
$30.5K - $42.9K
|
95.8K
$7.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-565- 6.35% |
$31.1K - $43.7K
|
8.33K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-630- 1.77% |
$34.6K - $48.7K
|
35.1K
$2.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-647- 8.92% |
$35.6K - $50K
|
6.61K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-658- 10.12% |
$36.2K - $50.9K
|
5.85K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-663- 0.23% |
$36.5K - $51.3K
|
289K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-663- 1.8% |
$36.5K - $51.3K
|
36.2K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-676- 25.0% |
$37.2K - $52.3K
|
2.03K
$158K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-692- 11.36% |
$38K - $53.5K
|
5.4K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-710- 6.19% |
$39K - $54.9K
|
10.8K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-720- 1.92% |
$39.6K - $55.7K
|
36.9K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-737- 9.29% |
$40.5K - $57K
|
7.2K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-745- 22.26% |
$41K - $57.6K
|
2.6K
$203K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-757- 6.65% |
$41.6K - $58.6K
|
10.6K
$828K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-782- 1.94% |
$43K - $60.5K
|
39.6K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791- 1.64% |
$43.5K - $61.2K
|
47.5K
$3.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-810- 1.84% |
$44.5K - $62.7K
|
43.3K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-826- 3.61% |
$45.4K - $63.9K
|
22K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-830- 13.28% |
$45.6K - $64.2K
|
5.42K
$422K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-842- 5.27% |
$46.3K - $65.1K
|
15.1K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-844- 4.52% |
$46.4K - $65.3K
|
17.8K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-845- 21.5% |
$46.5K - $65.4K
|
3.09K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-853- 17.58% |
$46.9K - $66K
|
4K
$311K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-906- 6.22% |
$49.8K - $70.1K
|
13.7K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-907- 1.59% |
$49.9K - $70.2K
|
56.1K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-944- 0.53% |
$51.9K - $73K
|
176K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-947- 2.43% |
$52.1K - $73.3K
|
37.9K
$2.95M
|