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 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-261- 7.13% |
$14.3K - $20.2K
|
3.4K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-265- 3.45% |
$14.6K - $20.5K
|
7.41K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-267- 4.46% |
$14.7K - $20.7K
|
5.71K
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-273- 6.16% |
$15K - $21.1K
|
4.16K
$329K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 6.48% |
$15.1K - $21.3K
|
3.97K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-275- 0.91% |
$15.1K - $21.3K
|
29.9K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-278- 2.37% |
$15.3K - $21.5K
|
11.4K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-285- 0.98% |
$15.7K - $22K
|
28.9K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288- 1.9% |
$15.8K - $22.3K
|
14.9K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-291- 4.32% |
$16K - $22.5K
|
6.44K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-295- 0.93% |
$16.2K - $22.8K
|
31.4K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-300- 4.82% |
$16.5K - $23.2K
|
5.92K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.12% |
$16.5K - $23.2K
|
5.55K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-309- 4.4% |
$17K - $23.9K
|
6.71K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-311- 2.64% |
$17.1K - $24.1K
|
11.5K
$909K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-319- 0.44% |
$17.5K - $24.7K
|
72.4K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-320- 2.49% |
$17.6K - $24.8K
|
12.5K
$990K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-325- 1.59% |
$17.9K - $25.1K
|
20.1K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-336- 7.55% |
$18.5K - $26K
|
4.11K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-338- 7.65% |
$18.6K - $26.1K
|
4.08K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-338- 4.79% |
$18.6K - $26.1K
|
6.72K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-345- 0.86% |
$19K - $26.7K
|
39.6K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-360- 0.14% |
$19.8K - $27.8K
|
252K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-364- 8.28% |
$20K - $28.2K
|
4.03K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-369- 1.82% |
$20.3K - $28.5K
|
19.9K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-385- 0.62% |
$21.2K - $29.8K
|
61.7K
$4.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-390- 2.09% |
$21.4K - $30.2K
|
18.3K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-393- 8.12% |
$21.6K - $30.4K
|
4.45K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-396- 2.75% |
$21.8K - $30.6K
|
14K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-416- 28.38% |
$22.9K - $32.2K
|
1.05K
$83.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-419- 0.44% |
$23K - $32.4K
|
94.3K
$7.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-432- 0.59% |
$23.8K - $33.4K
|
73K
$5.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-434- 2.39% |
$23.9K - $33.6K
|
17.7K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-435- 8.22% |
$23.9K - $33.6K
|
4.86K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-437- 0.87% |
$24K - $33.8K
|
50.1K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-438- 10.97% |
$24.1K - $33.9K
|
3.56K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-439- 36.4% |
$24.1K - $34K
|
767
$60.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-441- 4.23% |
$24.2K - $34.1K
|
9.98K
$790K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-449- 55.64% |
$24.7K - $34.7K
|
358
$28.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-451- 6.77% |
$24.8K - $34.9K
|
6.21K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-451- 10.62% |
$24.8K - $34.9K
|
3.8K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-465- 3.61% |
$25.6K - $36K
|
12.4K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-477- 7.59% |
$26.2K - $36.9K
|
5.81K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-482- 1.6% |
$26.5K - $37.3K
|
29.6K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-486- 13.1% |
$26.7K - $37.6K
|
3.22K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-490- 1.62% |
$26.9K - $37.9K
|
29.7K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-493- 11.16% |
$27.1K - $38.1K
|
3.93K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-496- 2.62% |
$27.3K - $38.4K
|
18.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-496- 1.32% |
$27.3K - $38.4K
|
37.1K
$2.94M
|