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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
24+ 0.37% |
$1.32K - $1.86K
|
6.53K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 0.45% |
$1.21K - $1.7K
|
4.96K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22+ 0.36% |
$1.21K - $1.7K
|
6.08K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22+ 0.43% |
$1.21K - $1.7K
|
5.09K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 2.66% |
$1.21K - $1.7K
|
850
$70.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.49% |
$1.15K - $1.62K
|
4.28K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
21New |
$1.15K - $1.62K
|
21
$1.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.55K
|
29.6K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 0.56% |
$1.1K - $1.55K
|
3.62K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
19+ 0.22% |
$1.04K - $1.47K
|
8.61K
$719K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$990 - $1.39K
|
12.9K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$990 - $1.39K
|
6.87K
$573K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.51% |
$935 - $1.31K
|
3.32K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
17New |
$935 - $1.31K
|
17
$1.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.06% |
$935 - $1.31K
|
29.8K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15+ 0.12% |
$825 - $1.16K
|
12.6K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
14+ 0.79% |
$770 - $1.08K
|
1.79K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.1% |
$770 - $1.08K
|
13.6K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 0.5% |
$715 - $1.01K
|
2.63K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.14% |
$715 - $1.01K
|
9.16K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$660 - $928
|
4.26K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.13% |
$605 - $851
|
8.73K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.26% |
$550 - $774
|
3.79K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9+ 0.08% |
$495 - $696
|
11.4K
$952K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.09% |
$440 - $619
|
8.77K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 26.92% |
$385 - $541
|
33
$2.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$385 - $541
|
18.5K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.48% |
$330 - $464
|
1.27K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.14% |
$330 - $464
|
4.33K
$361K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6New |
$330 - $464
|
6
$501
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.37K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$275 - $387
|
5
$417
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.03K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$275 - $387
|
14.8K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$275 - $387
|
8.71K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.32% |
$275 - $387
|
1.58K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.05% |
$275 - $387
|
10.6K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.06% |
$220 - $309
|
6.21K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.33% |
$220 - $309
|
1.2K
$100K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$220 - $309
|
17.6K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.27% |
$220 - $309
|
1.48K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.06% |
$220 - $309
|
6.26K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.32% |
$220 - $309
|
1.27K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.01% |
$165 - $232
|
32.6K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3+ 0.58% |
$165 - $232
|
523
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$165 - $232
|
4.73K
$394K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.9% |
$110 - $155
|
223
$18.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$110 - $155
|
6.05K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$110 - $155
|
3.69K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.03% |
$110 - $155
|
7.01K
$585K
|