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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
535+ 7.74% |
$29.4K - $41.4K
|
7.45K
$589K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
530+ 11.68% |
$29.1K - $41K
|
5.07K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
512+ 1.22% |
$28.1K - $39.6K
|
42.3K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$27.5K - $38.7K
|
500
$39.6K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$39.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
478+ 7.5% |
$26.3K - $37K
|
6.85K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
478+ 0.32% |
$26.3K - $37K
|
152K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
474+ 2.7% |
$26.1K - $36.7K
|
18K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
460+ 4.88% |
$25.3K - $35.6K
|
9.88K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
455+ 10.01% |
$25K - $35.2K
|
5K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
454+ 7.34% |
$25K - $35.1K
|
6.64K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$35.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
450+ 2.44% |
$24.7K - $34.8K
|
18.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
450+ 1.02% |
$24.7K - $34.8K
|
44.7K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
449+ 2.24% |
$24.7K - $34.7K
|
20.5K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
433+ 2.95% |
$23.8K - $33.5K
|
15.1K
$1.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$34.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$34.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
431+ 4.36% |
$23.7K - $33.3K
|
10.3K
$816K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 5.48% |
$23.7K - $33.3K
|
8.3K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
431+ 2.99% |
$23.7K - $33.3K
|
14.8K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
422+ 4.69% |
$23.2K - $32.6K
|
9.43K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
417+ 3.82% |
$22.9K - $32.3K
|
11.3K
$896K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 6.9% |
$22.3K - $31.3K
|
6.27K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
402+ 0.47% |
$22.1K - $31.1K
|
86.1K
$6.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
382+ 1.55% |
$21K - $29.5K
|
25K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
382+ 37.78% |
$21K - $29.5K
|
1.39K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
376New |
$20.7K - $29.1K
|
376
$29.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
373+ 6.19% |
$20.5K - $28.9K
|
6.4K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
370+ 3.48% |
$20.3K - $28.6K
|
11K
$871K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
368+ 4.67% |
$20.2K - $28.5K
|
8.25K
$653K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
362+ 1.26% |
$19.9K - $28K
|
29.2K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
352+ 9.76% |
$19.4K - $27.2K
|
3.96K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
349+ 2.26% |
$19.2K - $27K
|
15.8K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
347+ 0.68% |
$19.1K - $26.8K
|
51.3K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
342+ 5.7% |
$18.8K - $26.5K
|
6.34K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
334+ 6.13% |
$18.4K - $25.8K
|
5.79K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
334+ 4.39% |
$18.4K - $25.8K
|
7.95K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
333+ 5.7% |
$18.3K - $25.8K
|
6.18K
$489K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
327+ 41.03% |
$18K - $25.3K
|
1.12K
$88.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
325+ 1.96% |
$17.9K - $25.1K
|
16.9K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
321+ 0.71% |
$17.6K - $24.8K
|
45.5K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
315+ 0.65% |
$17.3K - $24.4K
|
49.1K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
311+ 2.62% |
$17.1K - $24.1K
|
12.2K
$962K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
309+ 0.97% |
$17K - $23.9K
|
32.1K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
305New |
$16.8K - $23.6K
|
305
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
304+ 29.8% |
$16.7K - $23.5K
|
1.32K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
304+ 1.15% |
$16.7K - $23.5K
|
26.9K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
303New |
$16.7K - $23.4K
|
303
$24K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$23.9K
|