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 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
500New |
$27.5K - $38.7K
|
500
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$27.5K - $38.7K
|
500
$41.7K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
496New |
$27.3K - $38.4K
|
496
$41.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
486+ 232.54% |
$26.7K - $37.6K
|
695
$58K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
478+ 7.5% |
$26.3K - $37K
|
6.85K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
478+ 0.32% |
$26.3K - $37K
|
152K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
476+ 7.71% |
$26.2K - $36.8K
|
6.65K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
474+ 2.7% |
$26.1K - $36.7K
|
18K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
472+ 4.0% |
$26K - $36.5K
|
12.3K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
460+ 4.88% |
$25.3K - $35.6K
|
9.88K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
455+ 10.01% |
$25K - $35.2K
|
5K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
454+ 7.34% |
$25K - $35.1K
|
6.64K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
450+ 2.44% |
$24.7K - $34.8K
|
18.9K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
450+ 1.02% |
$24.7K - $34.8K
|
44.7K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$37.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
449+ 2.24% |
$24.7K - $34.7K
|
20.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
433+ 2.95% |
$23.8K - $33.5K
|
15.1K
$1.26M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$36K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$36K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
431+ 4.36% |
$23.7K - $33.3K
|
10.3K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
431+ 5.48% |
$23.7K - $33.3K
|
8.3K
$692K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
431+ 2.99% |
$23.7K - $33.3K
|
14.8K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
430+ 6.93% |
$23.6K - $33.3K
|
6.64K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
422+ 4.69% |
$23.2K - $32.6K
|
9.43K
$786K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
417+ 3.82% |
$22.9K - $32.3K
|
11.3K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
414+ 3.68% |
$22.8K - $32K
|
11.7K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
412New |
$22.7K - $31.9K
|
412
$34.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 6.9% |
$22.3K - $31.3K
|
6.27K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
402+ 0.47% |
$22.1K - $31.1K
|
86.1K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
400+ 3.11% |
$22K - $30.9K
|
13.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
400New |
$22K - $30.9K
|
400
$33.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
400New |
$22K - $30.9K
|
400
$33.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
392+ 2.52% |
$21.6K - $30.3K
|
15.9K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
386+ 7.15% |
$21.2K - $29.9K
|
5.79K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
382+ 1.55% |
$21K - $29.5K
|
25K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
382+ 37.78% |
$21K - $29.5K
|
1.39K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
376New |
$20.7K - $29.1K
|
376
$31.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
373+ 6.19% |
$20.5K - $28.9K
|
6.4K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
370+ 3.48% |
$20.3K - $28.6K
|
11K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
368+ 4.67% |
$20.2K - $28.5K
|
8.25K
$688K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
365+ 2.22% |
$20.1K - $28.2K
|
16.8K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
362+ 1.26% |
$19.9K - $28K
|
29.2K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
355+ 1.99% |
$19.5K - $27.5K
|
18.2K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
352+ 9.76% |
$19.4K - $27.2K
|
3.96K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
349+ 2.26% |
$19.2K - $27K
|
15.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
348+ 0.73% |
$19.1K - $26.9K
|
47.7K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
347+ 0.68% |
$19.1K - $26.8K
|
51.3K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
342+ 5.7% |
$18.8K - $26.5K
|
6.34K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
340+ 28.86% |
$18.7K - $26.3K
|
1.52K
$127K
|