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
|
Ckw Financial Group
|
SELL
|
- |
-1.1K- 22.0% |
$60.5K - $85.1K
|
3.9K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.1K- 6.12% |
$60.7K - $85.4K
|
16.9K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.11K- 15.23% |
$61K - $85.9K
|
6.18K
$489K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.12K- 2.55% |
$61.6K - $86.6K
|
42.8K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.4% |
$62K - $87.3K
|
6.2K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.14K- 2.82% |
$62.6K - $88.1K
|
39.2K
$3.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.14K- 26.78% |
$62.8K - $88.3K
|
3.12K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.17K- 5.39% |
$64.2K - $90.3K
|
20.5K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.18K- 98.33% |
$64.9K - $91.3K
|
20
$1.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 5.27% |
$65.1K - $91.6K
|
21.3K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.2K- 13.28% |
$66K - $92.8K
|
7.84K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$66.3K - $93.3K
|
19.8K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.21K- 5.98% |
$66.4K - $93.4K
|
19K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.22K- 0.49% |
$66.9K - $94.1K
|
247K
$19.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 2.7% |
$67.2K - $94.6K
|
44.1K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.22K- 8.48% |
$67.2K - $94.6K
|
13.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-1.22K- 1.91% |
$67.3K - $94.7K
|
62.9K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.24K- 9.97% |
$68.3K - $96.1K
|
11.2K
$888K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.24K- 0.49% |
$68.3K - $96.1K
|
252K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.26K- 11.5% |
$69.3K - $97.5K
|
9.7K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.29K- 15.66% |
$70.9K - $99.7K
|
6.94K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.33K- 9.58% |
$72.8K - $102K
|
12.5K
$989K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.36K- 15.75% |
$74.9K - $105K
|
7.29K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.37K- 48.62% |
$75.5K - $106K
|
1.45K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.39K- 8.33% |
$76.2K - $107K
|
15.3K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.39K- 0.5% |
$76.4K - $107K
|
276K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.43K- 9.13% |
$78.5K - $110K
|
14.2K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.43K- 17.26% |
$78.5K - $110K
|
6.84K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.45K- 4.29% |
$79.9K - $112K
|
32.4K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.46K- 10.41% |
$80K - $113K
|
12.5K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.46K- 66.24% |
$80.1K - $113K
|
742
$58.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.48K- 11.82% |
$81.2K - $114K
|
11K
$871K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.48K- 3.14% |
$81.4K - $114K
|
45.7K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 25.32% |
$82.5K - $116K
|
4.43K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.5K- 6.09% |
$82.5K - $116K
|
23.1K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.51K- 28.95% |
$83K - $117K
|
3.71K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.51K- 13.26% |
$83.1K - $117K
|
9.89K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.52K- 8.65% |
$83.3K - $117K
|
16K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.54K- 7.43% |
$84.6K - $119K
|
19.2K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.58K- 8.59% |
$87.1K - $123K
|
16.9K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.58K- 41.13% |
$87.1K - $123K
|
2.27K
$179K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.6K- 14.02% |
$87.9K - $124K
|
9.8K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.6K- 33.48% |
$88.2K - $124K
|
3.19K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.62K- 0.28% |
$88.8K - $125K
|
578K
$45.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.63K- 8.89% |
$89.3K - $126K
|
16.6K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.64K- 25.7% |
$90.1K - $127K
|
4.74K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.64K- 26.29% |
$90.2K - $127K
|
4.6K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.67K- 4.8% |
$91.5K - $129K
|
33K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.7K- 9.4% |
$93.3K - $131K
|
16.3K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.75K- 2.86% |
$96.4K - $136K
|
59.5K
$4.7M
|