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 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.31K+ 41.78% |
$402K - $565K
|
24.8K
$1.85M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
7.29KNew |
$401K - $564K
|
7.29K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.29K+ 13.99% |
$401K - $564K
|
59.4K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.28K+ 4.49% |
$400K - $563K
|
169K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
7.28KNew |
$400K - $563K
|
7.28K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.24KNew |
$398K - $560K
|
7.24K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 29.35% |
$397K - $558K
|
31.8K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.21K+ 15.03% |
$396K - $558K
|
55.2K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7.14K+ 14.64% |
$393K - $552K
|
55.9K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.13K+ 19.07% |
$392K - $552K
|
44.5K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 94.41% |
$388K - $545K
|
14.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
6.94K+ 3.42% |
$381K - $536K
|
210K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.92K+ 12.34% |
$381K - $535K
|
63K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.85K+ 11.26% |
$377K - $530K
|
67.7K
$5.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
6.85K+ 3.8% |
$377K - $530K
|
187K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
6.76KNew |
$372K - $523K
|
6.76K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.75KNew |
$371K - $522K
|
6.75K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.67K+ 4.02% |
$367K - $516K
|
172K
$12.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.66KNew |
$366K - $515K
|
6.66K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56KNew |
$361K - $507K
|
6.56K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.52K+ 103.05% |
$358K - $504K
|
12.8K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$357K - $502K
|
6.5K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.49KNew |
$357K - $502K
|
6.49K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.47KNew |
$356K - $500K
|
6.47K
$484K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.47KNew |
$356K - $500K
|
6.47K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.4K+ 20.38% |
$352K - $495K
|
37.8K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
6.4K+ 5.28% |
$352K - $495K
|
128K
$9.54M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.38K+ 31.86% |
$351K - $493K
|
26.4K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.28K+ 18.27% |
$345K - $486K
|
40.7K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.27KNew |
$345K - $485K
|
6.27K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.26KNew |
$344K - $484K
|
6.26K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$336K - $472K
|
6.11K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.1K+ 12.49% |
$336K - $472K
|
55K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.1K+ 13.87% |
$335K - $472K
|
50.1K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.08K+ 87.43% |
$334K - $470K
|
13K
$974K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.08K+ 6.77% |
$334K - $470K
|
95.8K
$7.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06KNew |
$333K - $468K
|
6.06K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
6.03KNew |
$331K - $466K
|
6.03K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.01K+ 30.11% |
$330K - $465K
|
26K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6K+ 20.0% |
$330K - $464K
|
36K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.98K+ 53.35% |
$329K - $462K
|
17.2K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.98K+ 120.72% |
$329K - $462K
|
10.9K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.97K+ 16.14% |
$328K - $462K
|
43K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
5.97KNew |
$328K - $462K
|
5.97K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.94K+ 0.39% |
$326K - $459K
|
1.54M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
5.89KNew |
$324K - $455K
|
5.89K
$440K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 32.56% |
$323K - $455K
|
23.9K
$1.79M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.85KNew |
$322K - $452K
|
5.85K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.82KNew |
$320K - $450K
|
5.82K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.75KNew |
$316K - $445K
|
5.75K
$430K
|