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 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19K+ 10.71% |
$1.05M - $1.47M
|
197K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18.4KNew |
$1.01M - $1.42M
|
18.4K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.4KNew |
$954K - $1.34M
|
17.4K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.2K+ 206.6% |
$948K - $1.33M
|
25.6K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.7K+ 3.82% |
$863K - $1.21M
|
426K
$34.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.5K+ 19.44% |
$851K - $1.2M
|
95.1K
$7.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 12.27% |
$848K - $1.19M
|
141K
$11.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
14.7K+ 9.43% |
$810K - $1.14M
|
171K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
14.7KNew |
$810K - $1.14M
|
14.7K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
14.6KNew |
$804K - $1.13M
|
14.6K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
14.5K+ 153.76% |
$799K - $1.12M
|
24K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.5K+ 13.61% |
$796K - $1.12M
|
121K
$9.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
14.2KNew |
$781K - $1.1M
|
14.2K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 65.99% |
$769K - $1.08M
|
35.2K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 1.23% |
$760K - $1.07M
|
1.14M
$91.8M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
13.5K+ 56.47% |
$740K - $1.04M
|
37.3K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 8.54% |
$736K - $1.04M
|
170K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.3K+ 20.9% |
$732K - $1.03M
|
77K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 5.88% |
$731K - $1.03M
|
240K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
13.2KNew |
$725K - $1.02M
|
13.2K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.6K+ 12.5% |
$693K - $975K
|
113K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 56.82% |
$677K - $953K
|
34K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.2K+ 25.05% |
$673K - $947K
|
61.1K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 3.84% |
$667K - $938K
|
328K
$26.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$663K - $933K
|
12.1K
$972K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12KNew |
$660K - $928K
|
12K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.8K+ 21.03% |
$651K - $916K
|
68.2K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 45.49% |
$635K - $893K
|
36.9K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.5KNew |
$631K - $888K
|
11.5K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.5KNew |
$630K - $887K
|
11.5K
$924K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$589K - $828K
|
83.7K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10.7K+ 8.7% |
$588K - $828K
|
134K
$10.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 12.61% |
$580K - $816K
|
94.2K
$7.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.5KNew |
$576K - $810K
|
10.5K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.4KNew |
$573K - $806K
|
10.4K
$840K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.1K+ 41.64% |
$557K - $784K
|
34.5K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.1K+ 16.66% |
$553K - $778K
|
70.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10K+ 65.25% |
$551K - $775K
|
25.4K
$2.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.82K+ 41.6% |
$540K - $759K
|
33.4K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
9.62K+ 88.12% |
$529K - $744K
|
20.5K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
9.61KNew |
$528K - $743K
|
9.61K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.4K+ 20.38% |
$517K - $727K
|
55.5K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.27K+ 10.15% |
$510K - $717K
|
101K
$8.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.26K+ 2.58% |
$509K - $716K
|
368K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.21KNew |
$506K - $712K
|
9.21K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
9KNew |
$495K - $696K
|
9K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
8.83K+ 116.89% |
$485K - $683K
|
16.4K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
8.47KNew |
$466K - $655K
|
8.47K
$683K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.47K+ 20.96% |
$466K - $655K
|
48.9K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.41K+ 3.43% |
$463K - $651K
|
254K
$20.4M
|