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 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
759+ 23.43% |
$41.7K - $58.7K
|
4K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
754+ 1.41% |
$41.5K - $58.3K
|
54.3K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
747+ 3.86% |
$41.1K - $57.8K
|
20.1K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
733New |
$40.3K - $56.7K
|
733
$61.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
732New |
$40.2K - $56.6K
|
732
$61.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
730+ 5.29% |
$40.1K - $56.5K
|
14.5K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
728+ 13.68% |
$40K - $56.3K
|
6.05K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
728New |
$40K - $56.3K
|
728
$60.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
709+ 5.22% |
$39K - $54.8K
|
14.3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
706+ 0.55% |
$38.8K - $54.6K
|
128K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
704+ 58.96% |
$38.7K - $54.5K
|
1.9K
$158K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
703+ 9.29% |
$38.7K - $54.4K
|
8.27K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
703+ 1.67% |
$38.7K - $54.4K
|
42.8K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
700+ 2.21% |
$38.5K - $54.1K
|
32.4K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
688New |
$37.8K - $53.2K
|
688
$57.4K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
680New |
$37.4K - $52.6K
|
680
$56.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
679+ 11.08% |
$37.3K - $52.5K
|
6.81K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
677+ 16.24% |
$37.2K - $52.4K
|
4.85K
$404K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
675+ 16.18% |
$37.1K - $52.2K
|
4.85K
$404K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
665+ 13.83% |
$36.6K - $51.4K
|
5.47K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
660+ 5.96% |
$36.3K - $51.1K
|
11.7K
$979K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
655+ 15.62% |
$36K - $50.7K
|
4.85K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
640+ 1.69% |
$35.2K - $49.5K
|
38.4K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
627+ 1.93% |
$34.5K - $48.5K
|
33.1K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
621+ 5.42% |
$34.1K - $48K
|
12.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
620+ 6.03% |
$34.1K - $48K
|
10.9K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
618+ 12.75% |
$34K - $47.8K
|
5.47K
$456K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
610+ 3.03% |
$33.5K - $47.2K
|
20.7K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
605+ 8.64% |
$33.3K - $46.8K
|
7.61K
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
603+ 1.33% |
$33.2K - $46.6K
|
46K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 7.39% |
$33.2K - $46.6K
|
8.76K
$731K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
596+ 10.59% |
$32.8K - $46.1K
|
6.22K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
596+ 4.35% |
$32.8K - $46.1K
|
14.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
594+ 5.77% |
$32.7K - $45.9K
|
10.9K
$908K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
591+ 1.79% |
$32.5K - $45.7K
|
33.5K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
581New |
$31.9K - $44.9K
|
581
$48.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
562+ 18.04% |
$30.9K - $43.5K
|
3.68K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
558New |
$30.7K - $43.2K
|
558
$46.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
547+ 8.09% |
$30.1K - $42.3K
|
7.31K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
547+ 12.75% |
$30.1K - $42.3K
|
4.84K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
547+ 3.77% |
$30.1K - $42.3K
|
15.1K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
542+ 17.88% |
$29.8K - $41.9K
|
3.57K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
541+ 0.17% |
$29.7K - $41.8K
|
311K
$26M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
539New |
$29.6K - $41.7K
|
539
$45K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
535+ 7.74% |
$29.4K - $41.4K
|
7.45K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
535New |
$29.4K - $41.4K
|
535
$44.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
530+ 11.68% |
$29.1K - $41K
|
5.07K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
516+ 40.34% |
$28.4K - $39.9K
|
1.8K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
512+ 1.22% |
$28.1K - $39.6K
|
42.3K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
502+ 1.78% |
$27.6K - $38.8K
|
28.7K
$2.39M
|