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
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5K- 49.42% |
$275K - $387K
|
5.12K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5.19K- 4.11% |
$285K - $401K
|
121K
$9.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.8K- 31.26% |
$319K - $448K
|
12.7K
$992K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.29K- 10.07% |
$346K - $487K
|
56.2K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-7.6K- 22.29% |
$418K - $588K
|
26.5K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.49K- 11.47% |
$467K - $657K
|
65.5K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-8.95K- 10.33% |
$492K - $693K
|
77.7K
$6.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.2K- 37.1% |
$558K - $786K
|
17.2K
$1.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10.5K- 20.17% |
$577K - $812K
|
41.6K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11.4K- 1.99% |
$628K - $884K
|
564K
$43.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.5K- 14.18% |
$689K - $969K
|
75.8K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12.8K- 1.59% |
$704K - $990K
|
794K
$61.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-15.2K- 23.8% |
$837K - $1.18M
|
48.8K
$3.8M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-19.9K- 11.54% |
$1.09M - $1.54M
|
153K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-20.8K- 47.39% |
$1.15M - $1.61M
|
23.1K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4K- 99.9% |
$1.34M - $1.89M
|
24
$1.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-29K- 17.98% |
$1.59M - $2.24M
|
132K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-32.8K- 64.07% |
$1.81M - $2.54M
|
18.4K
$1.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-33.4K- 8.37% |
$1.84M - $2.59M
|
366K
$28.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-35K- 28.23% |
$1.92M - $2.71M
|
89K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-36.7K- 73.95% |
$2.02M - $2.84M
|
12.9K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-102K- 93.83% |
$5.6M - $7.88M
|
6.7K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-122K- 17.98% |
$6.72M - $9.46M
|
558K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-188K- 82.42% |
$10.4M - $14.6M
|
40.2K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-247K- 8.6% |
$13.6M - $19.1M
|
2.62M
$204M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-249K- 44.88% |
$13.7M - $19.2M
|
305K
$23.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-272K- 97.84% |
$15M - $21.1M
|
6.01K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-358K- 96.88% |
$19.7M - $27.7M
|
11.5K
$896K
|