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 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$55 - $77.4
|
11.3K
$895K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1+ 0.01% |
$55 - $77.4
|
11.2K
$882K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$55 - $77.4
|
4.28K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$55 - $77.4
|
174K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.04% |
$55 - $77.4
|
2.55K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$55 - $77.4
|
4.39K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1- -0.0% |
$55 - $77.4
|
36K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-4- 0.13% |
$220 - $309
|
3.14K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-4- 0.06% |
$220 - $309
|
6.15K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4- 0.04% |
$220 - $309
|
9.48K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-5- 0.09% |
$275 - $387
|
5.69K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.06% |
$275 - $387
|
8.14K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.1% |
$385 - $541
|
6.87K
$543K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-11- 5.98% |
$605 - $851
|
173
$13.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-11- 0.26% |
$605 - $851
|
4.23K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-11- 0.27% |
$605 - $851
|
4.14K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 0.73% |
$715 - $1.01K
|
1.76K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 13.0% |
$715 - $1.01K
|
87
$6.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-14- 0.15% |
$770 - $1.08K
|
9.36K
$740K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-16- 0.31% |
$880 - $1.24K
|
5.1K
$403K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 0.35% |
$935 - $1.31K
|
4.82K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-19- 1.55% |
$1.04K - $1.47K
|
1.21K
$95.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.09% |
$1.1K - $1.55K
|
21.7K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-21- 0.28% |
$1.15K - $1.62K
|
7.45K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21- 2.11% |
$1.15K - $1.62K
|
974
$77K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23- 0.08% |
$1.26K - $1.78K
|
27.5K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-24- 0.19% |
$1.32K - $1.86K
|
12.4K
$977K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 0.16% |
$1.48K - $2.09K
|
16.6K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.67% |
$1.54K - $2.17K
|
4.15K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-32- 0.07% |
$1.76K - $2.48K
|
42.9K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.13% |
$1.92K - $2.71K
|
26.4K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 0.41% |
$1.98K - $2.78K
|
8.67K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-37- 0.18% |
$2.03K - $2.86K
|
21.1K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.77% |
$2.09K - $2.94K
|
4.92K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.61% |
$2.31K - $3.25K
|
6.8K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-43- 0.33% |
$2.36K - $3.33K
|
12.9K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-49- 1.0% |
$2.69K - $3.79K
|
4.87K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-49- 4.48% |
$2.69K - $3.79K
|
1.04K
$82.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 0.33% |
$2.75K - $3.87K
|
15K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.1% |
$2.75K - $3.87K
|
50.5K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.24% |
$2.75K - $3.87K
|
21K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-51- 0.64% |
$2.8K - $3.94K
|
7.93K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.63% |
$2.8K - $3.94K
|
3.08K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-53- 0.77% |
$2.91K - $4.1K
|
6.86K
$543K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.25% |
$3.02K - $4.25K
|
22.3K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.53% |
$3.08K - $4.33K
|
10.4K
$827K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-58- 0.24% |
$3.19K - $4.49K
|
24.3K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 27.27% |
$3.3K - $4.64K
|
160
$12.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.07% |
$3.46K - $4.87K
|
96.8K
$7.66M
|