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 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
334+ 6.13% |
$18.4K - $25.8K
|
5.79K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
334+ 4.39% |
$18.4K - $25.8K
|
7.95K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
333+ 5.7% |
$18.3K - $25.8K
|
6.18K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
327+ 41.03% |
$18K - $25.3K
|
1.12K
$93.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
325+ 1.96% |
$17.9K - $25.1K
|
16.9K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
321+ 0.71% |
$17.6K - $24.8K
|
45.5K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
319+ 7.25% |
$17.5K - $24.7K
|
4.72K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
315+ 0.65% |
$17.3K - $24.4K
|
49.1K
$4.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
312New |
$17.2K - $24.1K
|
312
$26K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
311+ 2.62% |
$17.1K - $24.1K
|
12.2K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
309+ 0.97% |
$17K - $23.9K
|
32.1K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
305New |
$16.8K - $23.6K
|
305
$25.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
304+ 29.8% |
$16.7K - $23.5K
|
1.32K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
304+ 1.15% |
$16.7K - $23.5K
|
26.9K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
303New |
$16.7K - $23.4K
|
303
$25.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$25.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$25.2K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
300+ 25.86% |
$16.5K - $23.2K
|
1.46K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$25K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
300+ 0.65% |
$16.5K - $23.2K
|
46.1K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
299+ 8.41% |
$16.4K - $23.1K
|
3.85K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
296New |
$16.3K - $22.9K
|
296
$24.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
295+ 24.18% |
$16.2K - $22.8K
|
1.52K
$126K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
293+ 16.35% |
$16.1K - $22.7K
|
2.09K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
286+ 0.55% |
$15.7K - $22.1K
|
52.1K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
283+ 0.14% |
$15.6K - $21.9K
|
201K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
280+ 1.0% |
$15.4K - $21.7K
|
28.3K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
280New |
$15.4K - $21.7K
|
280
$23.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
278+ 13.33% |
$15.3K - $21.5K
|
2.36K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
278+ 5.76% |
$15.3K - $21.5K
|
5.11K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
276+ 1.69% |
$15.2K - $21.3K
|
16.6K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
271+ 1.2% |
$14.9K - $21K
|
22.9K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
270+ 1.08% |
$14.8K - $20.9K
|
25.3K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
264+ 2.95% |
$14.5K - $20.4K
|
9.21K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
263+ 0.98% |
$14.5K - $20.3K
|
27.2K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
262+ 3.64% |
$14.4K - $20.3K
|
7.45K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
259+ 0.66% |
$14.2K - $20K
|
39.5K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
258New |
$14.2K - $20K
|
258
$21.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.45% |
$14K - $19.7K
|
17.9K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
255+ 1.62% |
$14K - $19.7K
|
16K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
254+ 1.82% |
$14K - $19.6K
|
14.2K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
252+ 12.71% |
$13.9K - $19.5K
|
2.24K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
248+ 6.54% |
$13.6K - $19.2K
|
4.04K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
246+ 1.31% |
$13.5K - $19K
|
19.1K
$1.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
241+ 3.29% |
$13.3K - $18.6K
|
7.57K
$631K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
237+ 227.88% |
$13K - $18.3K
|
341
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
237+ 126.74% |
$13K - $18.3K
|
424
$35.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
235+ 3.13% |
$12.9K - $18.2K
|
7.75K
$646K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
234+ 4.4% |
$12.9K - $18.1K
|
5.55K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 0.41% |
$12.6K - $17.8K
|
56.9K
$4.75M
|