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 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-982- 20.35% |
$54K - $76K
|
3.84K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1K- 23.53% |
$55K - $77.4K
|
3.25K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01K- 6.17% |
$55.7K - $78.4K
|
15.4K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.06K- 4.45% |
$58.2K - $81.8K
|
22.7K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.1K- 22.0% |
$60.5K - $85.1K
|
3.9K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.1K- 6.12% |
$60.7K - $85.4K
|
16.9K
$1.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.12K- 2.55% |
$61.6K - $86.6K
|
42.8K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.14K- 26.78% |
$62.8K - $88.3K
|
3.12K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.17K- 5.39% |
$64.2K - $90.3K
|
20.5K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 2.7% |
$67.2K - $94.6K
|
44.1K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.26K- 11.5% |
$69.3K - $97.5K
|
9.7K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.29K- 15.66% |
$70.9K - $99.7K
|
6.94K
$540K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.33K- 9.58% |
$72.8K - $102K
|
12.5K
$974K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.36K- 15.75% |
$74.9K - $105K
|
7.29K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.39K- 8.33% |
$76.2K - $107K
|
15.3K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.46K- 66.24% |
$80.1K - $113K
|
742
$57.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 25.32% |
$82.5K - $116K
|
4.43K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.58K- 8.59% |
$87.1K - $123K
|
16.9K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.6K- 33.48% |
$88.2K - $124K
|
3.19K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.64K- 25.7% |
$90.1K - $127K
|
4.74K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.41% |
$101K - $142K
|
14.3K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.89K- 10.71% |
$104K - $146K
|
15.8K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2K- 26.98% |
$110K - $155K
|
5.41K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.12K- 5.59% |
$117K - $164K
|
35.9K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.13K- 30.23% |
$117K - $165K
|
4.92K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.14K- 10.97% |
$117K - $165K
|
17.3K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.17K- 9.07% |
$120K - $168K
|
21.8K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 4.46% |
$121K - $170K
|
47.1K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.2K- 11.11% |
$121K - $170K
|
17.6K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.29K- 25.96% |
$126K - $177K
|
6.53K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 10.58% |
$127K - $179K
|
19.6K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.38K- 9.74% |
$131K - $184K
|
22.1K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.44K- 13.09% |
$134K - $189K
|
16.2K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.45K- 34.67% |
$135K - $190K
|
4.62K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 5.11% |
$136K - $191K
|
45.9K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.51K- 34.0% |
$138K - $194K
|
4.88K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 27.04% |
$145K - $204K
|
7.12K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.77K- 46.35% |
$152K - $214K
|
3.21K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.84K- 5.94% |
$156K - $220K
|
45K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.56% |
$159K - $223K
|
14.5K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.94K- 13.14% |
$161K - $227K
|
19.4K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.43K- 53.61% |
$188K - $265K
|
2.97K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.5K- 1.38% |
$192K - $271K
|
251K
$19.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$9.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-4.3K- 3.63% |
$236K - $333K
|
114K
$8.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 13.39% |
$243K - $342K
|
28.6K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-4.58K- 32.42% |
$252K - $354K
|
9.54K
$743K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.56% |
$253K - $356K
|
125K
$9.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.69K- 5.78% |
$258K - $362K
|
76.4K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.97K- 7.7% |
$273K - $385K
|
59.6K
$4.64M
|