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 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-500- 4.42% |
$27.5K - $38.7K
|
10.8K
$854K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-500- 22.52% |
$27.5K - $38.7K
|
1.72K
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 7.15% |
$27.5K - $38.7K
|
6.49K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 10.15% |
$27.5K - $38.7K
|
4.43K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-505- 3.12% |
$27.8K - $39.1K
|
15.7K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-506- 13.47% |
$27.8K - $39.1K
|
3.25K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-509- 13.96% |
$28K - $39.4K
|
3.14K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-513- 4.58% |
$28.2K - $39.7K
|
10.7K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-515- 1.83% |
$28.3K - $39.8K
|
27.6K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-522- 4.4% |
$28.7K - $40.4K
|
11.3K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-525- 6.27% |
$28.9K - $40.6K
|
7.85K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-527- 32.35% |
$29K - $40.8K
|
1.1K
$87.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-531- 12.95% |
$29.2K - $41.1K
|
3.57K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 8.26% |
$29.2K - $41.2K
|
5.91K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-533- 5.81% |
$29.3K - $41.2K
|
8.63K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-534- 18.14% |
$29.4K - $41.3K
|
2.41K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-536- 4.46% |
$29.5K - $41.5K
|
11.5K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-541- 6.95% |
$29.7K - $41.8K
|
7.25K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-549- 2.69% |
$30.2K - $42.5K
|
19.8K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-551- 3.91% |
$30.3K - $42.6K
|
13.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-553- 19.76% |
$30.4K - $42.8K
|
2.25K
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-554- 0.57% |
$30.5K - $42.9K
|
95.8K
$7.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-556- 0.6% |
$30.6K - $43K
|
91.7K
$7.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-562- 14.03% |
$30.9K - $43.5K
|
3.44K
$272K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-565- 6.35% |
$31.1K - $43.7K
|
8.33K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 2.36% |
$31.4K - $44.2K
|
23.6K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-575- 13.41% |
$31.6K - $44.5K
|
3.71K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-578- 0.3% |
$31.8K - $44.7K
|
193K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-592- 22.77% |
$32.5K - $45.8K
|
2.01K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-593- 2.49% |
$32.6K - $45.9K
|
23.2K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-602- 1.34% |
$33.1K - $46.6K
|
44.3K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-616- 18.99% |
$33.9K - $47.6K
|
2.63K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-625- 2.39% |
$34.4K - $48.3K
|
25.5K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-625- 10.79% |
$34.4K - $48.3K
|
5.17K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-630- 1.77% |
$34.6K - $48.7K
|
35.1K
$2.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-647- 8.92% |
$35.6K - $50K
|
6.61K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-658- 10.12% |
$36.2K - $50.9K
|
5.85K
$462K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-658- 4.79% |
$36.2K - $50.9K
|
13.1K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-663- 0.23% |
$36.5K - $51.3K
|
289K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-663- 1.8% |
$36.5K - $51.3K
|
36.2K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-676- 25.0% |
$37.2K - $52.3K
|
2.03K
$160K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-680- 4.5% |
$37.4K - $52.6K
|
14.4K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-684- 2.17% |
$37.6K - $52.9K
|
30.8K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-685- 3.75% |
$37.7K - $53K
|
17.6K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-692- 11.36% |
$38K - $53.5K
|
5.4K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-710- 6.19% |
$39K - $54.9K
|
10.8K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-710- 2.45% |
$39K - $54.9K
|
28.3K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-713- 10.19% |
$39.2K - $55.2K
|
6.28K
$497K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-716- 14.46% |
$39.4K - $55.4K
|
4.24K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-720- 1.92% |
$39.6K - $55.7K
|
36.9K
$2.92M
|