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 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.2K- 4.81% |
$451K - $634K
|
162K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.41K- 1.85% |
$462K - $650K
|
447K
$36M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.49K- 11.47% |
$467K - $657K
|
65.5K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-8.56K- 3.99% |
$470K - $662K
|
206K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-8.59K- 5.89% |
$472K - $664K
|
137K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-8.81K- 18.3% |
$485K - $682K
|
39.3K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-8.95K- 10.33% |
$492K - $693K
|
77.7K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.31K- 4.95% |
$512K - $720K
|
179K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.4K- 2.55% |
$517K - $727K
|
359K
$28.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.2K- 37.1% |
$558K - $786K
|
17.2K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.2K- 8.38% |
$563K - $792K
|
112K
$9.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.4K- 0.47% |
$569K - $801K
|
2.19M
$177M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10.5K- 20.17% |
$577K - $812K
|
41.6K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 25.0% |
$577K - $812K
|
31.5K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-10.7K- 4.5% |
$587K - $826K
|
227K
$18.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-11K- 6.16% |
$604K - $850K
|
167K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-11.4K- 1.99% |
$628K - $884K
|
564K
$45.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-11.7K- 1.17% |
$645K - $907K
|
988K
$79.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.5K- 6.52% |
$687K - $967K
|
179K
$14.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.5K- 14.18% |
$689K - $969K
|
75.8K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12.8K- 1.59% |
$704K - $990K
|
794K
$64M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-13.7K- 0.69% |
$752K - $1.06M
|
1.98M
$159M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-14.1K- 0.72% |
$776K - $1.09M
|
1.95M
$157M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-15.1K- 1.73% |
$830K - $1.17M
|
856K
$69M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 6.43% |
$836K - $1.18M
|
221K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-15.2K- 23.8% |
$837K - $1.18M
|
48.8K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-15.6K- 1.15% |
$857K - $1.21M
|
1.34M
$108M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16K- 7.78% |
$878K - $1.24M
|
189K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-16K- 2.77% |
$880K - $1.24M
|
561K
$45.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-16.7K- 48.55% |
$920K - $1.29M
|
17.7K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-17.3K- 63.25% |
$951K - $1.34M
|
10K
$809K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-19.9K- 11.54% |
$1.09M - $1.54M
|
153K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-20.2K- 36.11% |
$1.11M - $1.56M
|
35.7K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-20.3K- 11.57% |
$1.11M - $1.57M
|
155K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.3K- 20.95% |
$1.11M - $1.57M
|
76.5K
$6.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-20.3K- 4.84% |
$1.11M - $1.57M
|
399K
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-20.8K- 47.39% |
$1.15M - $1.61M
|
23.1K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-20.9K- 51.85% |
$1.15M - $1.61M
|
19.4K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-21.1K- 15.8% |
$1.16M - $1.63M
|
112K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-21.2K- 25.17% |
$1.16M - $1.64M
|
63K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-22.5K- 4.97% |
$1.24M - $1.74M
|
430K
$34.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-23K- 4.45% |
$1.26M - $1.78M
|
493K
$39.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 42.04% |
$1.28M - $1.8M
|
32.2K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-24.4K- 3.03% |
$1.34M - $1.89M
|
781K
$62.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4K- 99.9% |
$1.34M - $1.89M
|
24
$1.93K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-24.5K- 4.39% |
$1.34M - $1.89M
|
532K
$42.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-25.2K- 42.3% |
$1.38M - $1.95M
|
34.3K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-26.9K- 68.67% |
$1.48M - $2.08M
|
12.3K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-28.1K- 2.85% |
$1.54M - $2.17M
|
957K
$77.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.4K- 3.95% |
$1.56M - $2.19M
|
691K
$55.7M
|