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
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.03K+ 1.09% |
$56.7K - $79.8K
|
96.1K
$8.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 22.12% |
$55.9K - $78.7K
|
5.62K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1KNew |
$55.1K - $77.6K
|
1K
$83.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
996New |
$54.8K - $77K
|
996
$83.1K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
986+ 15.09% |
$54.2K - $76.3K
|
7.52K
$627K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
981+ 15.83% |
$53.9K - $75.9K
|
7.18K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
980New |
$53.9K - $75.8K
|
980
$81.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
969+ 7.43% |
$53.3K - $75K
|
14K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
966+ 16.21% |
$53.1K - $74.7K
|
6.93K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
963+ 0.21% |
$52.9K - $74.5K
|
459K
$38.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
953New |
$52.4K - $73.7K
|
953
$79.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
928New |
$51K - $71.8K
|
928
$77.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
920+ 23.14% |
$50.6K - $71.2K
|
4.9K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
920+ 8.49% |
$50.6K - $71.2K
|
11.8K
$980K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
916+ 2.11% |
$50.4K - $70.9K
|
44.4K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
916+ 6.19% |
$50.4K - $70.9K
|
15.7K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
915+ 50.03% |
$50.3K - $70.8K
|
2.74K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
905New |
$49.8K - $70K
|
905
$75.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
902+ 10.88% |
$49.6K - $69.8K
|
9.19K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 8.56% |
$49.4K - $69.5K
|
11.4K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
886+ 24.71% |
$48.7K - $68.5K
|
4.47K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
885+ 20.94% |
$48.7K - $68.5K
|
5.11K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
881New |
$48.4K - $68.1K
|
881
$73.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
879+ 7.15% |
$48.3K - $68K
|
13.2K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
875+ 3.81% |
$48.1K - $67.7K
|
23.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
862+ 3.71% |
$47.4K - $66.7K
|
24.1K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
856+ 1.09% |
$47.1K - $66.2K
|
79.5K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
855+ 4.13% |
$47K - $66.1K
|
21.6K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
833+ 9.2% |
$45.8K - $64.4K
|
9.88K
$825K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
826+ 16.06% |
$45.4K - $63.9K
|
5.97K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
823+ 3.41% |
$45.2K - $63.7K
|
25K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
821+ 2.95% |
$45.1K - $63.5K
|
28.7K
$2.39M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
816+ 19.55% |
$44.9K - $63.1K
|
4.99K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
813+ 2.92% |
$44.7K - $62.9K
|
28.7K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
804New |
$44.2K - $62.2K
|
804
$67.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
800+ 18.24% |
$44K - $61.9K
|
5.19K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
800+ 22.52% |
$44K - $61.9K
|
4.35K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
797New |
$43.8K - $61.6K
|
797
$66.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
795+ 19.97% |
$43.7K - $61.5K
|
4.78K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
793+ 17.24% |
$43.6K - $61.3K
|
5.39K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
792+ 10.9% |
$43.5K - $61.3K
|
8.06K
$672K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
783+ 7.92% |
$43K - $60.6K
|
10.7K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
775+ 1.86% |
$42.6K - $59.9K
|
42.5K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
773+ 19.33% |
$42.5K - $59.8K
|
4.77K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
770+ 5.45% |
$42.3K - $59.6K
|
14.9K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
766New |
$42.1K - $59.3K
|
766
$63.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
766+ 1.31% |
$42.1K - $59.3K
|
59.2K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
762+ 8.56% |
$41.9K - $58.9K
|
9.67K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
761+ 9.19% |
$41.8K - $58.9K
|
9.04K
$754K
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
760+ 38.13% |
$41.8K - $58.8K
|
2.75K
$230K
|