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
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
915+ 50.03% |
$50.3K - $70.8K
|
2.74K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
905New |
$49.8K - $70K
|
905
$71.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
902+ 10.88% |
$49.6K - $69.8K
|
9.19K
$727K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
885+ 20.94% |
$48.7K - $68.5K
|
5.11K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
879+ 7.15% |
$48.3K - $68K
|
13.2K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
875+ 3.81% |
$48.1K - $67.7K
|
23.9K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
856+ 1.09% |
$47.1K - $66.2K
|
79.5K
$6.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
855+ 4.13% |
$47K - $66.1K
|
21.6K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
833+ 9.2% |
$45.8K - $64.4K
|
9.88K
$782K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
826+ 16.06% |
$45.4K - $63.9K
|
5.97K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
823+ 3.41% |
$45.2K - $63.7K
|
25K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
821+ 2.95% |
$45.1K - $63.5K
|
28.7K
$2.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
816+ 19.55% |
$44.9K - $63.1K
|
4.99K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
804New |
$44.2K - $62.2K
|
804
$63.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
795+ 19.97% |
$43.7K - $61.5K
|
4.78K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
793+ 17.24% |
$43.6K - $61.3K
|
5.39K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
792+ 10.9% |
$43.5K - $61.3K
|
8.06K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
783+ 7.92% |
$43K - $60.6K
|
10.7K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
775+ 1.86% |
$42.6K - $59.9K
|
42.5K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
773+ 19.33% |
$42.5K - $59.8K
|
4.77K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
766New |
$42.1K - $59.3K
|
766
$60.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
762+ 8.56% |
$41.9K - $58.9K
|
9.67K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
761+ 9.19% |
$41.8K - $58.9K
|
9.04K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
747+ 3.86% |
$41.1K - $57.8K
|
20.1K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
733New |
$40.3K - $56.7K
|
733
$58K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
732New |
$40.2K - $56.6K
|
732
$57.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
730+ 5.29% |
$40.1K - $56.5K
|
14.5K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
728+ 13.68% |
$40K - $56.3K
|
6.05K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
709+ 5.22% |
$39K - $54.8K
|
14.3K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
703+ 9.29% |
$38.7K - $54.4K
|
8.27K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
703+ 1.67% |
$38.7K - $54.4K
|
42.8K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
700+ 2.21% |
$38.5K - $54.1K
|
32.4K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
688New |
$37.8K - $53.2K
|
688
$54.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
679+ 11.08% |
$37.3K - $52.5K
|
6.81K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
677+ 16.24% |
$37.2K - $52.4K
|
4.85K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
675+ 16.18% |
$37.1K - $52.2K
|
4.85K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
660+ 5.96% |
$36.3K - $51.1K
|
11.7K
$929K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
655+ 15.62% |
$36K - $50.7K
|
4.85K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
620+ 6.03% |
$34.1K - $48K
|
10.9K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
618+ 12.75% |
$34K - $47.8K
|
5.47K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
610+ 3.03% |
$33.5K - $47.2K
|
20.7K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
605+ 8.64% |
$33.3K - $46.8K
|
7.61K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
603+ 1.33% |
$33.2K - $46.6K
|
46K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 7.39% |
$33.2K - $46.6K
|
8.76K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
596+ 10.59% |
$32.8K - $46.1K
|
6.22K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
591+ 1.79% |
$32.5K - $45.7K
|
33.5K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
547+ 8.09% |
$30.1K - $42.3K
|
7.31K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
547+ 12.75% |
$30.1K - $42.3K
|
4.84K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
547+ 3.77% |
$30.1K - $42.3K
|
15.1K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
541+ 0.17% |
$29.7K - $41.8K
|
311K
$24.6M
|