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 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-137- 3.55% |
$7.53K - $10.6K
|
3.73K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-139- 3.03% |
$7.64K - $10.8K
|
4.44K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-139- 3.23% |
$7.64K - $10.8K
|
4.16K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-143- 0.74% |
$7.86K - $11.1K
|
19.1K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$26.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-147- 0.76% |
$8.08K - $11.4K
|
19.1K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-147- 1.38% |
$8.08K - $11.4K
|
10.5K
$831K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-149- 2.2% |
$8.19K - $11.5K
|
6.61K
$523K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-150- 1.25% |
$8.25K - $11.6K
|
11.8K
$934K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-152- 3.55% |
$8.36K - $11.8K
|
4.13K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-156- 1.11% |
$8.58K - $12.1K
|
13.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-158- 0.15% |
$8.69K - $12.2K
|
106K
$8.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-159- 3.95% |
$8.74K - $12.3K
|
3.87K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-159- 2.3% |
$8.74K - $12.3K
|
6.74K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-164- 0.47% |
$9.02K - $12.7K
|
35K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-166- 0.84% |
$9.13K - $12.8K
|
19.5K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-167- 0.02% |
$9.18K - $12.9K
|
693K
$54.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-169- 0.33% |
$9.29K - $13.1K
|
50.8K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-174- 0.61% |
$9.57K - $13.5K
|
28.4K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.91% |
$9.62K - $13.5K
|
5.84K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-175- 4.17% |
$9.62K - $13.5K
|
4.02K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-177- 1.0% |
$9.73K - $13.7K
|
17.5K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-178- 0.66% |
$9.79K - $13.8K
|
26.6K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-178- 29.72% |
$9.79K - $13.8K
|
421
$33.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.38% |
$9.84K - $13.8K
|
12.8K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-186- 1.65% |
$10.2K - $14.4K
|
11.1K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-187- 1.87% |
$10.3K - $14.5K
|
9.83K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-187- 1.19% |
$10.3K - $14.5K
|
15.5K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-188- 1.02% |
$10.3K - $14.5K
|
18.2K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-190- 0.62% |
$10.4K - $14.7K
|
30.2K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-191- 1.56% |
$10.5K - $14.8K
|
12.1K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-192- 3.89% |
$10.6K - $14.9K
|
4.75K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 3.61% |
$10.8K - $15.2K
|
5.24K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.15% |
$11K - $15.5K
|
3.68K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 3.57% |
$11K - $15.5K
|
5.4K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-201- 1.26% |
$11.1K - $15.5K
|
15.8K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-202- 0.22% |
$11.1K - $15.6K
|
93.7K
$7.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-202- 0.64% |
$11.1K - $15.6K
|
31.6K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 0.56% |
$11.3K - $15.9K
|
36.2K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-206- 0.24% |
$11.3K - $15.9K
|
87.3K
$6.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-209- 1.87% |
$11.5K - $16.2K
|
11K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-209- 3.68% |
$11.5K - $16.2K
|
5.46K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-214- 2.57% |
$11.8K - $16.6K
|
8.13K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-216- 0.67% |
$11.9K - $16.7K
|
32.2K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-217- 1.25% |
$11.9K - $16.8K
|
17.2K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-219- 4.06% |
$12K - $16.9K
|
5.17K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-222- 1.08% |
$12.2K - $17.2K
|
20.4K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$12.4K - $17.4K
|
80.7K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-227- 6.84% |
$12.5K - $17.6K
|
3.09K
$244K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 3.9% |
$12.6K - $17.8K
|
5.67K
$449K
|