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 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
300+ 25.86% |
$16.5K - $23.2K
|
1.46K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$23.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
300+ 0.65% |
$16.5K - $23.2K
|
46.1K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
299+ 8.41% |
$16.4K - $23.1K
|
3.85K
$305K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
295+ 24.18% |
$16.2K - $22.8K
|
1.52K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
280+ 1.0% |
$15.4K - $21.7K
|
28.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
278+ 13.33% |
$15.3K - $21.5K
|
2.36K
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
278+ 5.76% |
$15.3K - $21.5K
|
5.11K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
270+ 1.08% |
$14.8K - $20.9K
|
25.3K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
264+ 2.95% |
$14.5K - $20.4K
|
9.21K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
262+ 3.64% |
$14.4K - $20.3K
|
7.45K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
258New |
$14.2K - $20K
|
258
$20.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.45% |
$14K - $19.7K
|
17.9K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
255+ 1.62% |
$14K - $19.7K
|
16K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
254+ 1.82% |
$14K - $19.6K
|
14.2K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
252+ 12.71% |
$13.9K - $19.5K
|
2.24K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
237+ 126.74% |
$13K - $18.3K
|
424
$33.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
235+ 3.13% |
$12.9K - $18.2K
|
7.75K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
234+ 4.4% |
$12.9K - $18.1K
|
5.55K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 0.41% |
$12.6K - $17.8K
|
56.9K
$4.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
230+ 4.06% |
$12.6K - $17.8K
|
5.9K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
230+ 0.83% |
$12.6K - $17.8K
|
28K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
229+ 289.87% |
$12.6K - $17.7K
|
308
$24.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225New |
$12.4K - $17.4K
|
225
$17.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
224+ 45.71% |
$12.3K - $17.3K
|
714
$56.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
222+ 3.43% |
$12.2K - $17.2K
|
6.7K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 22.1% |
$12.2K - $17.1K
|
1.22K
$96.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
219+ 24.39% |
$12K - $16.9K
|
1.12K
$88.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
217+ 2.23% |
$11.9K - $16.8K
|
9.95K
$787K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
215+ 4.02% |
$11.8K - $16.6K
|
5.56K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
214+ 1.81% |
$11.8K - $16.6K
|
12.1K
$955K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
210+ 5.61% |
$11.5K - $16.2K
|
3.96K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 7.23% |
$11.5K - $16.2K
|
3.1K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
199+ 0.43% |
$10.9K - $15.4K
|
46.4K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
194+ 4.01% |
$10.7K - $15K
|
5.04K
$398K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
194+ 37.31% |
$10.7K - $15K
|
714
$56.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
192+ 2.06% |
$10.6K - $14.9K
|
9.5K
$752K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 1.2% |
$10.4K - $14.6K
|
16K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
185+ 0.87% |
$10.2K - $14.3K
|
21.5K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
183+ 5.18% |
$10.1K - $14.2K
|
3.72K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
178+ 1.32% |
$9.79K - $13.8K
|
13.7K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
177+ 3.08% |
$9.73K - $13.7K
|
5.93K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
176+ 1.97% |
$9.68K - $13.6K
|
9.11K
$720K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
175+ 1.04% |
$9.62K - $13.5K
|
17K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
175+ 5.01% |
$9.62K - $13.5K
|
3.67K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
175+ 1.99% |
$9.62K - $13.5K
|
8.95K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
173+ 1.74% |
$9.51K - $13.4K
|
10.1K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 3.2% |
$9.35K - $13.1K
|
5.49K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
169+ 2.48% |
$9.29K - $13.1K
|
6.99K
$553K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13.3K
|