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 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-188- 1.02% |
$10.3K - $14.5K
|
18.2K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-190- 0.62% |
$10.4K - $14.7K
|
30.2K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-191- 1.56% |
$10.5K - $14.8K
|
12.1K
$964K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-192- 3.89% |
$10.6K - $14.9K
|
4.75K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 3.61% |
$10.8K - $15.2K
|
5.24K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-197- 0.02% |
$10.8K - $15.2K
|
973K
$77.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.15% |
$11K - $15.5K
|
3.68K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 3.57% |
$11K - $15.5K
|
5.4K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-201- 1.26% |
$11.1K - $15.5K
|
15.8K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-202- 0.22% |
$11.1K - $15.6K
|
93.7K
$7.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-202- 0.64% |
$11.1K - $15.6K
|
31.6K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-204- 2.33% |
$11.2K - $15.8K
|
8.57K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 0.56% |
$11.3K - $15.9K
|
36.2K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-206- 0.24% |
$11.3K - $15.9K
|
87.3K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-209- 1.87% |
$11.5K - $16.2K
|
11K
$878K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-209- 3.68% |
$11.5K - $16.2K
|
5.46K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-209- 0.56% |
$11.5K - $16.2K
|
37K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-214- 2.57% |
$11.8K - $16.6K
|
8.13K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-216- 0.67% |
$11.9K - $16.7K
|
32.2K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-217- 1.25% |
$11.9K - $16.8K
|
17.2K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-219- 4.06% |
$12K - $16.9K
|
5.17K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-222- 1.08% |
$12.2K - $17.2K
|
20.4K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-224- 0.7% |
$12.3K - $17.3K
|
31.8K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$12.4K - $17.4K
|
80.7K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-227- 6.84% |
$12.5K - $17.6K
|
3.09K
$247K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 3.9% |
$12.6K - $17.8K
|
5.67K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-230- 3.08% |
$12.6K - $17.8K
|
7.23K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-231- 2.54% |
$12.7K - $17.9K
|
8.88K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-234- 0.42% |
$12.9K - $18.1K
|
55.9K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 0.91% |
$13.2K - $18.6K
|
26.2K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-250- 1.55% |
$13.7K - $19.3K
|
15.9K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-253- 7.03% |
$13.9K - $19.6K
|
3.35K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-253- 1.29% |
$13.9K - $19.6K
|
19.4K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-254- 14.56% |
$14K - $19.6K
|
1.49K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-257- 3.57% |
$14.1K - $19.9K
|
6.94K
$555K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-261- 7.13% |
$14.3K - $20.2K
|
3.4K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-265- 3.45% |
$14.6K - $20.5K
|
7.41K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-266- 1.01% |
$14.6K - $20.6K
|
26K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-267- 4.46% |
$14.7K - $20.7K
|
5.71K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-273- 6.16% |
$15K - $21.1K
|
4.16K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 6.48% |
$15.1K - $21.3K
|
3.97K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-275- 0.91% |
$15.1K - $21.3K
|
29.9K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-278- 2.37% |
$15.3K - $21.5K
|
11.4K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-285- 0.98% |
$15.7K - $22K
|
28.9K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-285- 3.28% |
$15.7K - $22K
|
8.4K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288- 1.9% |
$15.8K - $22.3K
|
14.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-291- 4.32% |
$16K - $22.5K
|
6.44K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-295- 0.93% |
$16.2K - $22.8K
|
31.4K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-300- 4.82% |
$16.5K - $23.2K
|
5.92K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.12% |
$16.5K - $23.2K
|
5.55K
$444K
|