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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
145New |
$7.97K - $11.2K
|
145
$12.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
144New |
$7.92K - $11.1K
|
144
$12K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 0.64% |
$7.92K - $11.1K
|
22.5K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
140+ 2.15% |
$7.7K - $10.8K
|
6.65K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
137+ 2.4% |
$7.53K - $10.6K
|
5.84K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
134+ 1.95% |
$7.37K - $10.4K
|
7.02K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
132New |
$7.26K - $10.2K
|
132
$11K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 1.79% |
$7.15K - $10.1K
|
7.41K
$618K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
130+ 0.95% |
$7.15K - $10.1K
|
13.8K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 2.92% |
$7.09K - $9.98K
|
4.54K
$379K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
125+ 3.5% |
$6.87K - $9.67K
|
3.69K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
123+ 183.58% |
$6.76K - $9.51K
|
190
$15.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
117+ 2.51% |
$6.43K - $9.05K
|
4.78K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
116+ 0.73% |
$6.38K - $8.97K
|
16.1K
$1.34M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
116New |
$6.38K - $8.97K
|
116
$9.68K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
113+ 1.51% |
$6.21K - $8.74K
|
7.6K
$634K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
112+ 1.22% |
$6.16K - $8.66K
|
9.31K
$777K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.1% |
$6.1K - $8.59K
|
5.4K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$6.1K - $8.59K
|
9.35K
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
111+ 16.67% |
$6.1K - $8.59K
|
777
$64.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
109+ 2.48% |
$5.99K - $8.43K
|
4.5K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
108New |
$5.94K - $8.35K
|
108
$9.01K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
107+ 0.39% |
$5.88K - $8.28K
|
27.2K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
106+ 1.3% |
$5.83K - $8.2K
|
8.29K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105+ 2.03% |
$5.77K - $8.12K
|
5.28K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
103+ 1.65% |
$5.66K - $7.97K
|
6.35K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$5.5K - $7.73K
|
100
$8.34K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
99New |
$5.44K - $7.66K
|
99
$8.26K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
97+ 0.4% |
$5.33K - $7.5K
|
24.4K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
97New |
$5.33K - $7.5K
|
97
$8.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
96+ 1.46% |
$5.28K - $7.43K
|
6.65K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
93+ 0.36% |
$5.11K - $7.19K
|
26.1K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
91+ 0.68% |
$5K - $7.04K
|
13.4K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
88+ 1.55% |
$4.84K - $6.81K
|
5.75K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
88+ 1.67% |
$4.84K - $6.81K
|
5.37K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
86+ 1.26% |
$4.73K - $6.65K
|
6.93K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
85+ 1.64% |
$4.67K - $6.57K
|
5.27K
$439K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.62K - $6.5K
|
84
$7.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
83+ 0.53% |
$4.56K - $6.42K
|
15.8K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 33.47% |
$4.45K - $6.27K
|
323
$26.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
80+ 0.78% |
$4.4K - $6.19K
|
10.3K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
80+ 4.22% |
$4.4K - $6.19K
|
1.98K
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
79+ 0.53% |
$4.34K - $6.11K
|
15K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
78+ 0.36% |
$4.29K - $6.03K
|
21.9K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
78+ 0.79% |
$4.29K - $6.03K
|
9.96K
$831K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
77+ 1.18% |
$4.23K - $5.96K
|
6.6K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75+ 1.09% |
$4.12K - $5.8K
|
6.94K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
74+ 0.81% |
$4.07K - $5.72K
|
9.22K
$769K
|