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 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
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-842- 5.27% |
$46.3K - $65.1K
|
15.1K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-844- 4.52% |
$46.4K - $65.3K
|
17.8K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-845- 21.5% |
$46.5K - $65.4K
|
3.09K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-853- 17.58% |
$46.9K - $66K
|
4K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-863- 3.68% |
$47.4K - $66.8K
|
22.6K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-867- 19.15% |
$47.7K - $67.1K
|
3.66K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-888- 2.05% |
$48.8K - $68.7K
|
42.4K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-902- 19.16% |
$49.6K - $69.8K
|
3.81K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-906- 6.22% |
$49.8K - $70.1K
|
13.7K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-907- 1.59% |
$49.9K - $70.2K
|
56.1K
$4.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-925- 2.68% |
$50.9K - $71.5K
|
33.6K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-929- 1.19% |
$51.1K - $71.9K
|
77K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-938- 1.8% |
$51.6K - $72.6K
|
51K
$4.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-944- 0.53% |
$51.9K - $73K
|
176K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-947- 2.43% |
$52.1K - $73.3K
|
37.9K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-957- 5.38% |
$52.6K - $74K
|
16.8K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-957- 11.19% |
$52.6K - $74K
|
7.59K
$607K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-968- 1.43% |
$53.2K - $74.9K
|
66.8K
$5.34M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-982- 20.35% |
$54K - $76K
|
3.84K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-994- 80.23% |
$54.7K - $76.9K
|
245
$19.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1K- 23.53% |
$55K - $77.4K
|
3.25K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1K- 5.07% |
$55K - $77.4K
|
18.7K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1K- 92.42% |
$55K - $77.4K
|
82
$6.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01K- 6.17% |
$55.7K - $78.4K
|
15.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.02K- 20.89% |
$55.9K - $78.7K
|
3.85K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.03K- 11.92% |
$56.7K - $79.8K
|
7.63K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.04K- 12.87% |
$57K - $80.1K
|
7.01K
$561K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.04K- 4.68% |
$57.2K - $80.5K
|
21.2K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.05K- 14.0% |
$57.5K - $80.9K
|
6.42K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.05K- 2.05% |
$57.5K - $80.9K
|
50K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.05K- 15.6% |
$57.9K - $81.4K
|
5.7K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.06K- 4.45% |
$58.2K - $81.8K
|
22.7K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.06K- 2.0% |
$58.2K - $81.9K
|
51.8K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.07K- 16.57% |
$58.6K - $82.4K
|
5.36K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.09K- 6.01% |
$59.7K - $84K
|
17K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.09K- 28.33% |
$59.8K - $84.2K
|
2.75K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.09K- 19.83% |
$60K - $84.4K
|
4.41K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.1K- 22.0% |
$60.5K - $85.1K
|
3.9K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.1K- 6.12% |
$60.7K - $85.4K
|
16.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.1K- 11.09% |
$60.7K - $85.4K
|
8.85K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.11K- 22.96% |
$60.8K - $85.5K
|
3.71K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.11K- 15.23% |
$61K - $85.9K
|
6.18K
$494K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.12K- 2.55% |
$61.6K - $86.6K
|
42.8K
$3.42M
|