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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
73+ 0.57% |
$4.01K - $5.65K
|
12.9K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
72+ 1.46% |
$3.96K - $5.57K
|
5K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
71+ 4.23% |
$3.9K - $5.49K
|
1.75K
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$3.9K - $5.49K
|
71
$5.92K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 0.86% |
$3.63K - $5.11K
|
7.74K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
65+ 1.54% |
$3.57K - $5.03K
|
4.3K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 1.96% |
$3.52K - $4.95K
|
3.33K
$278K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
64+ 0.72% |
$3.52K - $4.95K
|
8.91K
$743K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
62+ 0.36% |
$3.41K - $4.8K
|
17.4K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
62+ 0.3% |
$3.41K - $4.8K
|
20.8K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
60+ 0.61% |
$3.3K - $4.64K
|
9.82K
$819K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
59+ 5.36% |
$3.24K - $4.56K
|
1.16K
$96.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
57+ 1.6% |
$3.13K - $4.41K
|
3.61K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
55+ 0.82% |
$3.02K - $4.25K
|
6.75K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
55New |
$3.02K - $4.25K
|
55
$4.59K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54+ 3.56% |
$2.97K - $4.18K
|
1.57K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
54+ 0.53% |
$2.97K - $4.18K
|
10.3K
$858K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
53+ 0.39% |
$2.91K - $4.1K
|
13.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
53+ 1.04% |
$2.91K - $4.1K
|
5.13K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.85% |
$2.86K - $4.02K
|
6.17K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$2.8K - $3.94K
|
51
$4.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51+ 0.72% |
$2.8K - $3.94K
|
7.15K
$597K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 0.4% |
$2.75K - $3.87K
|
12.6K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
48+ 0.53% |
$2.64K - $3.71K
|
9.06K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 1.2% |
$2.53K - $3.56K
|
3.88K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46+ 0.74% |
$2.53K - $3.56K
|
6.3K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
46New |
$2.53K - $3.56K
|
46
$3.84K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45+ 90.0% |
$2.47K - $3.48K
|
95
$7.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.4% |
$2.42K - $3.4K
|
11.1K
$927K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 1.07% |
$2.42K - $3.4K
|
4.16K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.42K - $3.4K
|
10.6K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
43New |
$2.36K - $3.33K
|
43
$3.59K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
42New |
$2.31K - $3.25K
|
42
$3.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 0.48% |
$2.31K - $3.25K
|
8.85K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
40+ 0.33% |
$2.2K - $3.09K
|
12.2K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.52% |
$2.2K - $3.09K
|
7.73K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
40+ 0.45% |
$2.2K - $3.09K
|
8.86K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
39+ 0.88% |
$2.14K - $3.02K
|
4.45K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.75% |
$2.09K - $2.94K
|
5.11K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.51% |
$1.98K - $2.78K
|
7.15K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36+ 9.47% |
$1.98K - $2.78K
|
416
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
34+ 0.82% |
$1.87K - $2.63K
|
4.17K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.39% |
$1.81K - $2.55K
|
8.39K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
33New |
$1.81K - $2.55K
|
33
$2.75K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 0.1% |
$1.7K - $2.4K
|
30.4K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 4.03% |
$1.65K - $2.32K
|
774
$64.6K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.65K - $2.32K
|
30
$2.5K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
29+ 0.04% |
$1.59K - $2.24K
|
74.8K
$6.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.54% |
$1.48K - $2.09K
|
5K
$417K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
24+ 0.02% |
$1.32K - $1.86K
|
121K
$10.1M
|