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 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.46K+ 3.17% |
$80.4K - $113K
|
47.6K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.43K+ 10.23% |
$78.7K - $111K
|
15.4K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.43K+ 7.99% |
$78.5K - $110K
|
19.3K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.41K+ 5.8% |
$77.5K - $109K
|
25.7K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.4K+ 35.42% |
$76.8K - $108K
|
5.34K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.39K+ 26.33% |
$76.4K - $108K
|
6.67K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.38K+ 2.67% |
$75.9K - $107K
|
53.1K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.37KNew |
$75.5K - $106K
|
1.37K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.36KNew |
$74.6K - $105K
|
1.36K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.35KNew |
$74K - $104K
|
1.35K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.34K+ 21.66% |
$73.7K - $104K
|
7.53K
$628K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
1.33KNew |
$73.2K - $103K
|
1.33K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
1.33K+ 0.16% |
$72.8K - $102K
|
833K
$69.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.32K+ 99.25% |
$72.4K - $102K
|
2.64K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 28.74% |
$71.1K - $100K
|
5.8K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.29K+ 25.38% |
$70.9K - $99.8K
|
6.37K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$70.6K - $99.4K
|
1.29K
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.28K+ 5.6% |
$70.1K - $98.6K
|
24K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.62% |
$69.7K - $98K
|
79.3K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.26K+ 9.28% |
$69.5K - $97.8K
|
14.9K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.25K+ 5.83% |
$68.9K - $96.9K
|
22.8K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.25K+ 27.29% |
$68.5K - $96.3K
|
5.81K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.24KNew |
$67.9K - $95.5K
|
1.24K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.23KNew |
$67.8K - $95.4K
|
1.23K
$103K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.23K+ 3.92% |
$67.4K - $94.8K
|
32.5K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 4.92% |
$67.3K - $94.7K
|
26.1K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 6.36% |
$67.2K - $94.5K
|
20.4K
$1.7M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.22K+ 734.34% |
$67K - $94.3K
|
1.39K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.22K+ 4.78% |
$66.9K - $94.1K
|
26.7K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.21K+ 241.4% |
$66.4K - $93.4K
|
1.71K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.2K+ 11.4% |
$66.2K - $93.1K
|
11.8K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 26.91% |
$66K - $92.8K
|
5.66K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.19K+ 23.2% |
$65.2K - $91.7K
|
6.29K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.15K+ 4.67% |
$63.4K - $89.3K
|
25.9K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 31.87% |
$63.2K - $89K
|
4.76K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.14K+ 5.76% |
$62.8K - $88.3K
|
21K
$1.75M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.13K+ 6.82% |
$62.2K - $87.5K
|
17.7K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.13K+ 2.12% |
$61.9K - $87.1K
|
54.3K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.12K+ 1.82% |
$61.5K - $86.6K
|
62.6K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.11K+ 29.14% |
$61.2K - $86.1K
|
4.93K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.11K+ 11.18% |
$60.9K - $85.6K
|
11K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1.1KNew |
$60.4K - $85K
|
1.1K
$91.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 17.15% |
$60K - $84.4K
|
7.45K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.08K+ 12.92% |
$59.5K - $83.7K
|
9.45K
$789K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08K+ 16.73% |
$59.1K - $83.2K
|
7.5K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.07K+ 1.35% |
$58.9K - $82.9K
|
80.7K
$6.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.07K+ 13.67% |
$58.8K - $82.8K
|
8.9K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 12.47% |
$58.2K - $81.8K
|
9.54K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.05K+ 4.73% |
$57.8K - $81.3K
|
23.3K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.05K+ 17.04% |
$57.5K - $80.9K
|
7.18K
$599K
|