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
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-721- 2.31% |
$39.6K - $55.8K
|
30.4K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-729- 9.47% |
$40.1K - $56.4K
|
6.97K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-737- 9.29% |
$40.5K - $57K
|
7.2K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-741- 12.79% |
$40.7K - $57.3K
|
5.05K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-745- 22.26% |
$41K - $57.6K
|
2.6K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-749- 2.46% |
$41.2K - $57.9K
|
29.7K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-750- 5.08% |
$41.2K - $58K
|
14K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-752- 4.51% |
$41.3K - $58.2K
|
15.9K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-752- 9.83% |
$41.3K - $58.2K
|
6.9K
$545K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-757- 6.65% |
$41.6K - $58.6K
|
10.6K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-757- 15.18% |
$41.6K - $58.6K
|
4.23K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-775- 3.13% |
$42.6K - $59.9K
|
24K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-782- 1.94% |
$43K - $60.5K
|
39.6K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-786- 9.35% |
$43.2K - $60.8K
|
7.62K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791- 1.64% |
$43.5K - $61.2K
|
47.5K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-808- 4.18% |
$44.4K - $62.5K
|
18.5K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-810- 1.84% |
$44.5K - $62.7K
|
43.3K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-825- 17.59% |
$45.4K - $63.8K
|
3.87K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-826- 3.61% |
$45.4K - $63.9K
|
22K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-830- 13.28% |
$45.6K - $64.2K
|
5.42K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-835- 5.82% |
$45.9K - $64.6K
|
13.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-835- 5.97% |
$45.9K - $64.6K
|
13.2K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-842- 5.27% |
$46.3K - $65.1K
|
15.1K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-844- 4.52% |
$46.4K - $65.3K
|
17.8K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-845- 21.5% |
$46.5K - $65.4K
|
3.09K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-853- 17.58% |
$46.9K - $66K
|
4K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-863- 3.68% |
$47.4K - $66.8K
|
22.6K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-867- 19.15% |
$47.7K - $67.1K
|
3.66K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-888- 2.05% |
$48.8K - $68.7K
|
42.4K
$3.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-906- 6.22% |
$49.8K - $70.1K
|
13.7K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-907- 1.59% |
$49.9K - $70.2K
|
56.1K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-925- 2.68% |
$50.9K - $71.5K
|
33.6K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-929- 1.19% |
$51.1K - $71.9K
|
77K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-944- 0.53% |
$51.9K - $73K
|
176K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-947- 2.43% |
$52.1K - $73.3K
|
37.9K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-957- 5.38% |
$52.6K - $74K
|
16.8K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-968- 1.43% |
$53.2K - $74.9K
|
66.8K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-982- 20.35% |
$54K - $76K
|
3.84K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-994- 80.23% |
$54.7K - $76.9K
|
245
$19.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1K- 23.53% |
$55K - $77.4K
|
3.25K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1K- 5.07% |
$55K - $77.4K
|
18.7K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1K- 92.42% |
$55K - $77.4K
|
82
$6.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01K- 6.17% |
$55.7K - $78.4K
|
15.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.04K- 12.87% |
$57K - $80.1K
|
7.01K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.04K- 4.68% |
$57.2K - $80.5K
|
21.2K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.05K- 14.0% |
$57.5K - $80.9K
|
6.42K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.06K- 4.45% |
$58.2K - $81.8K
|
22.7K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.06K- 2.0% |
$58.2K - $81.9K
|
51.8K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.07K- 16.57% |
$58.6K - $82.4K
|
5.36K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.09K- 19.83% |
$60K - $84.4K
|
4.41K
$349K
|