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 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-65- 0.27% |
$3.57K - $5.03K
|
24.3K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-66- 0.27% |
$3.63K - $5.11K
|
23.9K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66- 1.05% |
$3.63K - $5.11K
|
6.21K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-67- 0.69% |
$3.68K - $5.18K
|
9.69K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 0.36% |
$3.74K - $5.26K
|
18.9K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-75- 0.18% |
$4.12K - $5.8K
|
42.5K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 2.68% |
$4.29K - $6.03K
|
2.83K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-83- 0.72% |
$4.56K - $6.42K
|
11.5K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-84- 4.02% |
$4.62K - $6.5K
|
2K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-85- 0.64% |
$4.67K - $6.57K
|
13.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-87- 1.34% |
$4.78K - $6.73K
|
6.43K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 4.77% |
$4.78K - $6.73K
|
1.74K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 1.16% |
$4.95K - $6.96K
|
7.7K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-90- 1.86% |
$4.95K - $6.96K
|
4.74K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-91- 1.24% |
$5K - $7.04K
|
7.24K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 0.78% |
$5.06K - $7.12K
|
11.7K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-93- 0.82% |
$5.11K - $7.19K
|
11.2K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-93- 0.47% |
$5.11K - $7.19K
|
19.5K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-96- 1.18% |
$5.28K - $7.43K
|
8.02K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 0.68% |
$5.33K - $7.5K
|
14.2K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-99- 0.74% |
$5.44K - $7.66K
|
13.2K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-99- 27.89% |
$5.44K - $7.66K
|
256
$20.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 4.65% |
$5.5K - $7.73K
|
2.05K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 0.82% |
$5.5K - $7.73K
|
12.2K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.32% |
$5.5K - $7.73K
|
4.2K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 0.95% |
$5.5K - $7.73K
|
10.4K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-100- 1.47% |
$5.5K - $7.73K
|
6.7K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-100- 2.6% |
$5.5K - $7.73K
|
3.74K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$5.5K - $7.73K
|
14.8K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-101- 2.42% |
$5.55K - $7.81K
|
4.07K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-106- 0.78% |
$5.83K - $8.2K
|
13.5K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-107- 0.94% |
$5.88K - $8.28K
|
11.3K
$890K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.04% |
$5.88K - $8.28K
|
5.15K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-107- 2.15% |
$5.88K - $8.28K
|
4.87K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-107- 2.54% |
$5.88K - $8.28K
|
4.11K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-108- 0.58% |
$5.94K - $8.35K
|
18.5K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-112- 2.36% |
$6.16K - $8.66K
|
4.64K
$367K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.91% |
$6.21K - $8.74K
|
12.3K
$971K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-115- 3.1% |
$6.32K - $8.9K
|
3.6K
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-116- 1.89% |
$6.38K - $8.97K
|
6.03K
$477K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-119- 0.57% |
$6.54K - $9.2K
|
20.7K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-119- 1.08% |
$6.54K - $9.2K
|
10.9K
$859K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-120- 1.08% |
$6.6K - $9.28K
|
11K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-121- 2.01% |
$6.65K - $9.36K
|
5.9K
$467K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-128- 0.41% |
$7.04K - $9.9K
|
30.9K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-129- 3.49% |
$7.09K - $9.98K
|
3.56K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-132- 0.94% |
$7.26K - $10.2K
|
13.9K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-134- 3.66% |
$7.37K - $10.4K
|
3.53K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-135- 1.29% |
$7.42K - $10.4K
|
10.4K
$820K
|