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
|
Nbt Bank N A
|
SELL
|
- |
-602- 1.34% |
$33.1K - $46.6K
|
44.3K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-616- 18.99% |
$33.9K - $47.6K
|
2.63K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-625- 2.39% |
$34.4K - $48.3K
|
25.5K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-625- 10.79% |
$34.4K - $48.3K
|
5.17K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-627- 8.17% |
$34.5K - $48.5K
|
7.05K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-630- 1.77% |
$34.6K - $48.7K
|
35.1K
$2.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-647- 8.92% |
$35.6K - $50K
|
6.61K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-658- 10.12% |
$36.2K - $50.9K
|
5.85K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-658- 4.79% |
$36.2K - $50.9K
|
13.1K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-663- 0.23% |
$36.5K - $51.3K
|
289K
$23.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-663- 1.8% |
$36.5K - $51.3K
|
36.2K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-676- 25.0% |
$37.2K - $52.3K
|
2.03K
$162K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-680- 4.5% |
$37.4K - $52.6K
|
14.4K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-684- 2.17% |
$37.6K - $52.9K
|
30.8K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-685- 3.75% |
$37.7K - $53K
|
17.6K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-692- 11.36% |
$38K - $53.5K
|
5.4K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-710- 6.19% |
$39K - $54.9K
|
10.8K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-710- 2.45% |
$39K - $54.9K
|
28.3K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 0.62% |
$39K - $54.9K
|
114K
$9.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-713- 10.19% |
$39.2K - $55.2K
|
6.28K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-716- 14.46% |
$39.4K - $55.4K
|
4.24K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-720- 1.92% |
$39.6K - $55.7K
|
36.9K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-721- 2.31% |
$39.6K - $55.8K
|
30.4K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-729- 9.47% |
$40.1K - $56.4K
|
6.97K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-737- 9.29% |
$40.5K - $57K
|
7.2K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-738- 2.87% |
$40.6K - $57.1K
|
25K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-741- 12.79% |
$40.7K - $57.3K
|
5.05K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-745- 22.26% |
$41K - $57.6K
|
2.6K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-749- 2.46% |
$41.2K - $57.9K
|
29.7K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-750- 5.08% |
$41.2K - $58K
|
14K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-750- 5.27% |
$41.2K - $58K
|
13.5K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-752- 4.51% |
$41.3K - $58.2K
|
15.9K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-752- 9.83% |
$41.3K - $58.2K
|
6.9K
$552K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-757- 6.65% |
$41.6K - $58.6K
|
10.6K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-757- 15.18% |
$41.6K - $58.6K
|
4.23K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-774- 16.36% |
$42.6K - $59.9K
|
3.96K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-775- 3.13% |
$42.6K - $59.9K
|
24K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-782- 1.94% |
$43K - $60.5K
|
39.6K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-786- 9.35% |
$43.2K - $60.8K
|
7.62K
$609K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791- 1.64% |
$43.5K - $61.2K
|
47.5K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-800- 7.34% |
$44K - $61.9K
|
10.1K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
SELL
|
- |
-808- 4.18% |
$44.4K - $62.5K
|
18.5K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-810- 1.84% |
$44.5K - $62.7K
|
43.3K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-811- 7.72% |
$44.6K - $62.7K
|
9.69K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-818- 14.64% |
$45K - $63.3K
|
4.77K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-825- 17.59% |
$45.4K - $63.8K
|
3.87K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-826- 3.61% |
$45.4K - $63.9K
|
22K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-830- 13.28% |
$45.6K - $64.2K
|
5.42K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-835- 5.82% |
$45.9K - $64.6K
|
13.5K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-835- 5.97% |
$45.9K - $64.6K
|
13.2K
$1.05M
|