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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 5.51% |
$166K - $234K
|
51.8K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.1K- 15.79% |
$170K - $240K
|
16.5K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.22K- 1.36% |
$177K - $249K
|
234K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.43K- 53.61% |
$188K - $265K
|
2.97K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.46K- 6.69% |
$190K - $268K
|
48.3K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.5K- 1.38% |
$192K - $271K
|
251K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.52K- 2.33% |
$194K - $272K
|
147K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.74K- 8.67% |
$206K - $289K
|
39.4K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.82K- 46.24% |
$210K - $296K
|
4.44K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-3.98K- 29.53% |
$219K - $307K
|
9.49K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 39.02% |
$220K - $309K
|
6.25K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.03K- 9.15% |
$222K - $312K
|
40.1K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-4.11K- 7.52% |
$226K - $318K
|
50.5K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.28K- 28.7% |
$235K - $331K
|
10.6K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-4.3K- 3.63% |
$236K - $333K
|
114K
$9.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.37K- 4.95% |
$240K - $338K
|
83.9K
$6.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 13.39% |
$243K - $342K
|
28.6K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-4.58K- 32.42% |
$252K - $354K
|
9.54K
$769K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.56% |
$253K - $356K
|
125K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.69K- 5.78% |
$258K - $362K
|
76.4K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.74K- 36.35% |
$260K - $366K
|
8.29K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.74K- 1.44% |
$260K - $366K
|
324K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.77K- 1.3% |
$262K - $369K
|
362K
$29.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.97K- 7.7% |
$273K - $385K
|
59.6K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5K- 49.42% |
$275K - $387K
|
5.12K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.04K- 4.73% |
$277K - $390K
|
101K
$8.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5.19K- 4.11% |
$285K - $401K
|
121K
$9.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.2K- 48.53% |
$286K - $402K
|
5.52K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.29K- 31.19% |
$291K - $409K
|
11.7K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-5.35K- 10.7% |
$294K - $414K
|
44.6K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.44K- 3.78% |
$299K - $421K
|
139K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.46K- 6.82% |
$300K - $422K
|
74.6K
$6.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.68K- 8.26% |
$313K - $440K
|
63.2K
$5.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.73K- 40.88% |
$315K - $443K
|
8.29K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.8K- 31.26% |
$319K - $448K
|
12.7K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.82K- 2.1% |
$320K - $450K
|
272K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.87K- 2.01% |
$323K - $454K
|
285K
$23M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.94K- 9.82% |
$327K - $460K
|
54.6K
$4.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.16K- 48.31% |
$338K - $476K
|
6.59K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.29K- 10.07% |
$346K - $487K
|
56.2K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.69K- 11.18% |
$368K - $517K
|
53.1K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-7K- 34.49% |
$385K - $541K
|
13.3K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-7.31K- 1.2% |
$402K - $565K
|
600K
$48.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-7.6K- 22.29% |
$418K - $588K
|
26.5K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-7.78K- 3.78% |
$428K - $602K
|
198K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.8K- 13.63% |
$429K - $603K
|
49.4K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.92K- 5.16% |
$436K - $613K
|
146K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.01K- 5.82% |
$440K - $620K
|
130K
$10.4M
|