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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-439- 36.4% |
$24.1K - $34K
|
767
$61.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-441- 4.23% |
$24.2K - $34.1K
|
9.98K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-449- 55.64% |
$24.7K - $34.7K
|
358
$28.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-451- 6.77% |
$24.8K - $34.9K
|
6.21K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-451- 10.62% |
$24.8K - $34.9K
|
3.8K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-465- 3.61% |
$25.6K - $36K
|
12.4K
$994K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-477- 7.59% |
$26.2K - $36.9K
|
5.81K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-477- 7.9% |
$26.2K - $36.9K
|
5.56K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-482- 1.6% |
$26.5K - $37.3K
|
29.6K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-486- 13.1% |
$26.7K - $37.6K
|
3.22K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-488- 5.81% |
$26.8K - $37.7K
|
7.91K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-490- 1.62% |
$26.9K - $37.9K
|
29.7K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-491- 2.58% |
$27K - $38K
|
18.5K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-492- 3.59% |
$27.1K - $38.1K
|
13.2K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-493- 11.16% |
$27.1K - $38.1K
|
3.93K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-496- 2.62% |
$27.3K - $38.4K
|
18.5K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-496- 1.32% |
$27.3K - $38.4K
|
37.1K
$2.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-500- 4.42% |
$27.5K - $38.7K
|
10.8K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-500- 22.52% |
$27.5K - $38.7K
|
1.72K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 7.15% |
$27.5K - $38.7K
|
6.49K
$519K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 10.15% |
$27.5K - $38.7K
|
4.43K
$354K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-500- 0.85% |
$27.5K - $38.7K
|
58.4K
$4.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-505- 3.12% |
$27.8K - $39.1K
|
15.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-505Closed |
$27.8K - $39.1K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-506- 13.47% |
$27.8K - $39.1K
|
3.25K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-509- 13.96% |
$28K - $39.4K
|
3.14K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-513- 4.58% |
$28.2K - $39.7K
|
10.7K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-515- 1.83% |
$28.3K - $39.8K
|
27.6K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-517- 7.7% |
$28.4K - $40K
|
6.2K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-522- 4.4% |
$28.7K - $40.4K
|
11.3K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-525- 6.27% |
$28.9K - $40.6K
|
7.85K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-527- 32.35% |
$29K - $40.8K
|
1.1K
$88.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-531- 12.95% |
$29.2K - $41.1K
|
3.57K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-532- 8.26% |
$29.2K - $41.2K
|
5.91K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-533- 5.81% |
$29.3K - $41.2K
|
8.63K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-534- 18.14% |
$29.4K - $41.3K
|
2.41K
$193K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-536- 4.46% |
$29.5K - $41.5K
|
11.5K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-541- 6.95% |
$29.7K - $41.8K
|
7.25K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-545- 0.49% |
$30K - $42.2K
|
110K
$8.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-549- 2.69% |
$30.2K - $42.5K
|
19.8K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-551- 3.91% |
$30.3K - $42.6K
|
13.5K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-553- 19.76% |
$30.4K - $42.8K
|
2.25K
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-554- 0.57% |
$30.5K - $42.9K
|
95.8K
$7.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-555- 0.74% |
$30.5K - $42.9K
|
74.1K
$5.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-556- 0.6% |
$30.6K - $43K
|
91.7K
$7.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-562- 14.03% |
$30.9K - $43.5K
|
3.44K
$275K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-565- 6.35% |
$31.1K - $43.7K
|
8.33K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 2.36% |
$31.4K - $44.2K
|
23.6K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-571- 6.14% |
$31.4K - $44.2K
|
8.72K
$698K
|