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 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23- 0.08% |
$1.26K - $1.78K
|
27.5K
$2.3M
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.02% |
$1.26K - $1.78K
|
92.8K
$7.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-24- 0.19% |
$1.32K - $1.86K
|
12.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-24- 2.06% |
$1.32K - $1.86K
|
1.14K
$95.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-25- 0.7% |
$1.37K - $1.93K
|
3.56K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 0.16% |
$1.48K - $2.09K
|
16.6K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.67% |
$1.54K - $2.17K
|
4.15K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28- 0.23% |
$1.54K - $2.17K
|
12.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-28- 0.24% |
$1.54K - $2.17K
|
11.7K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-30- 0.67% |
$1.65K - $2.32K
|
4.42K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.57% |
$1.65K - $2.32K
|
1.88K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-32- 0.07% |
$1.76K - $2.48K
|
42.9K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.13% |
$1.92K - $2.71K
|
26.4K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 3.77% |
$1.92K - $2.71K
|
894
$74.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 0.41% |
$1.98K - $2.78K
|
8.67K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-36- 0.38% |
$1.98K - $2.78K
|
9.53K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-37- 0.18% |
$2.03K - $2.86K
|
21.1K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.77% |
$2.09K - $2.94K
|
4.92K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 0.55% |
$2.14K - $3.02K
|
7.01K
$585K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-39- 0.26% |
$2.14K - $3.02K
|
15K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-41- 0.43% |
$2.25K - $3.17K
|
9.5K
$793K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.61% |
$2.31K - $3.25K
|
6.8K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-43- 0.33% |
$2.36K - $3.33K
|
12.9K
$1.07M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-46- 0.4% |
$2.53K - $3.56K
|
11.6K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-48- 0.13% |
$2.64K - $3.71K
|
37.7K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-49- 1.0% |
$2.69K - $3.79K
|
4.87K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-49- 4.48% |
$2.69K - $3.79K
|
1.04K
$87.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 0.33% |
$2.75K - $3.87K
|
15K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.1% |
$2.75K - $3.87K
|
50.5K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.24% |
$2.75K - $3.87K
|
21K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.89% |
$2.75K - $3.87K
|
5.56K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-51- 0.64% |
$2.8K - $3.94K
|
7.93K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.63% |
$2.8K - $3.94K
|
3.08K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-51- 1.31% |
$2.8K - $3.94K
|
3.86K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-53- 0.77% |
$2.91K - $4.1K
|
6.86K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.25% |
$3.02K - $4.25K
|
22.3K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.53% |
$3.08K - $4.33K
|
10.4K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-58- 0.24% |
$3.19K - $4.49K
|
24.3K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 27.27% |
$3.3K - $4.64K
|
160
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-61- 0.54% |
$3.35K - $4.72K
|
11.3K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.07% |
$3.46K - $4.87K
|
96.8K
$8.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-65- 0.27% |
$3.57K - $5.03K
|
24.3K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-66- 0.27% |
$3.63K - $5.11K
|
23.9K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66- 1.05% |
$3.63K - $5.11K
|
6.21K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-67- 0.69% |
$3.68K - $5.18K
|
9.69K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 0.36% |
$3.74K - $5.26K
|
18.9K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-75- 0.18% |
$4.12K - $5.8K
|
42.5K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$119K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75- 30.0% |
$4.12K - $5.8K
|
175
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 2.68% |
$4.29K - $6.03K
|
2.83K
$236K
|