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 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-192- 3.89% |
$10.6K - $14.9K
|
4.75K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 3.61% |
$10.8K - $15.2K
|
5.24K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-197- 0.02% |
$10.8K - $15.2K
|
973K
$81.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 5.15% |
$11K - $15.5K
|
3.68K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-200- 3.57% |
$11K - $15.5K
|
5.4K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-201- 1.26% |
$11.1K - $15.5K
|
15.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-202- 0.22% |
$11.1K - $15.6K
|
93.7K
$7.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-202- 0.64% |
$11.1K - $15.6K
|
31.6K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-204- 2.33% |
$11.2K - $15.8K
|
8.57K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 0.56% |
$11.3K - $15.9K
|
36.2K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-206- 0.24% |
$11.3K - $15.9K
|
87.3K
$7.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-209- 1.87% |
$11.5K - $16.2K
|
11K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-209- 3.68% |
$11.5K - $16.2K
|
5.46K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-209- 0.56% |
$11.5K - $16.2K
|
37K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-214- 2.57% |
$11.8K - $16.6K
|
8.13K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-216- 0.67% |
$11.9K - $16.7K
|
32.2K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-217- 1.25% |
$11.9K - $16.8K
|
17.2K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-219- 4.06% |
$12K - $16.9K
|
5.17K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-222- 1.08% |
$12.2K - $17.2K
|
20.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-224- 0.7% |
$12.3K - $17.3K
|
31.8K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$12.4K - $17.4K
|
80.7K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-227- 6.84% |
$12.5K - $17.6K
|
3.09K
$258K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-230- 3.9% |
$12.6K - $17.8K
|
5.67K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-230- 3.08% |
$12.6K - $17.8K
|
7.23K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-231- 2.54% |
$12.7K - $17.9K
|
8.88K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-234- 0.42% |
$12.9K - $18.1K
|
55.9K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 0.91% |
$13.2K - $18.6K
|
26.2K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-250- 1.55% |
$13.7K - $19.3K
|
15.9K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-253- 7.03% |
$13.9K - $19.6K
|
3.35K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-253- 1.29% |
$13.9K - $19.6K
|
19.4K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-254- 14.56% |
$14K - $19.6K
|
1.49K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-257- 3.57% |
$14.1K - $19.9K
|
6.94K
$579K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-258- 5.49% |
$14.2K - $20K
|
4.44K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-261- 7.13% |
$14.3K - $20.2K
|
3.4K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-265- 3.45% |
$14.6K - $20.5K
|
7.41K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-266- 1.01% |
$14.6K - $20.6K
|
26K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-267- 4.46% |
$14.7K - $20.7K
|
5.71K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-273- 6.16% |
$15K - $21.1K
|
4.16K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 6.48% |
$15.1K - $21.3K
|
3.97K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-275- 0.91% |
$15.1K - $21.3K
|
29.9K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-278- 2.37% |
$15.3K - $21.5K
|
11.4K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-285- 0.98% |
$15.7K - $22K
|
28.9K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-285- 3.28% |
$15.7K - $22K
|
8.4K
$701K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288- 1.9% |
$15.8K - $22.3K
|
14.9K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-291- 4.32% |
$16K - $22.5K
|
6.44K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-295- 0.93% |
$16.2K - $22.8K
|
31.4K
$2.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-299- 5.51% |
$16.4K - $23.1K
|
5.13K
$428K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-300- 4.82% |
$16.5K - $23.2K
|
5.92K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.12% |
$16.5K - $23.2K
|
5.55K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 2.24% |
$16.5K - $23.2K
|
13.1K
$1.09M
|