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 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 14.53% |
$3.1M - $4.37M
|
445K
$35.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
53.8K+ 37.84% |
$2.96M - $4.16M
|
196K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.9K+ 17.81% |
$2.91M - $4.09M
|
350K
$28.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
49.6KNew |
$2.73M - $3.84M
|
49.6K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
45.8K+ 6.89% |
$2.52M - $3.54M
|
710K
$57.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
45.1K+ 26.78% |
$2.48M - $3.49M
|
213K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
44.5K+ 232.06% |
$2.45M - $3.44M
|
63.6K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
44.4K+ 5.45% |
$2.44M - $3.44M
|
860K
$69.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44.1K+ 5.12% |
$2.43M - $3.41M
|
906K
$73M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
43.7K+ 229.71% |
$2.4M - $3.38M
|
62.7K
$5.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
42K+ 102.19% |
$2.31M - $3.25M
|
83.1K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
41.6KNew |
$2.29M - $3.22M
|
41.6K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
40.4K+ 68.33% |
$2.22M - $3.13M
|
99.6K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
38.3K+ 1.99% |
$2.1M - $2.96M
|
1.96M
$158M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.2KNew |
$2.1M - $2.95M
|
38.2K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
37.9K+ 473.46% |
$2.08M - $2.93M
|
45.9K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
37.3K+ 102.03% |
$2.05M - $2.89M
|
73.9K
$5.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
35.7KNew |
$1.96M - $2.76M
|
35.7K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
35.6K+ 13.02% |
$1.96M - $2.76M
|
309K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
35.4K+ 199.18% |
$1.95M - $2.74M
|
53.2K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.5K+ 32.68% |
$1.9M - $2.67M
|
140K
$11.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
33.1KNew |
$1.82M - $2.56M
|
33.1K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
32.5K+ 8723.32% |
$1.79M - $2.52M
|
32.9K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.2KNew |
$1.77M - $2.49M
|
32.2K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
30.5K+ 19.09% |
$1.68M - $2.36M
|
190K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30.5KNew |
$1.68M - $2.36M
|
30.5K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
30.4KNew |
$1.67M - $2.35M
|
30.4K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
29.9K+ 10.76% |
$1.64M - $2.31M
|
308K
$24.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
29.8KNew |
$1.64M - $2.3M
|
29.8K
$2.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
29.7K+ 2.11% |
$1.63M - $2.3M
|
1.43M
$116M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
29.6K+ 199.15% |
$1.63M - $2.29M
|
44.5K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3K+ 4.08% |
$1.56M - $2.19M
|
722K
$58.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
27.2K+ 26.67% |
$1.5M - $2.1M
|
129K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
26.4KNew |
$1.45M - $2.04M
|
26.4K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
25.4K+ 62.35% |
$1.4M - $1.97M
|
66.2K
$5.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.4K+ 15.03% |
$1.39M - $1.96M
|
194K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
25.1K+ 129.86% |
$1.38M - $1.94M
|
44.5K
$3.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
23.6KNew |
$1.3M - $1.82M
|
23.6K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
23K+ 5.95% |
$1.27M - $1.78M
|
410K
$33M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.6KNew |
$1.24M - $1.75M
|
22.6K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
22.3KNew |
$1.23M - $1.73M
|
22.3K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
22KNew |
$1.21M - $1.7M
|
22K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.7KNew |
$1.19M - $1.68M
|
21.7K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
21.5K+ 50.17% |
$1.18M - $1.66M
|
64.4K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
21.2K+ 4.98% |
$1.17M - $1.64M
|
447K
$36M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
21KNew |
$1.15M - $1.62M
|
21K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
20.9KNew |
$1.15M - $1.61M
|
20.9K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.8K+ 25.03% |
$1.09M - $1.53M
|
98.7K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$1.07M - $1.5M
|
19.4K
$1.56M
|