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 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.14K- 2.82% |
$62.6K - $88.1K
|
39.2K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.14K- 26.78% |
$62.8K - $88.3K
|
3.12K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.17K- 5.39% |
$64.2K - $90.3K
|
20.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-1.18K- 0.52% |
$64.8K - $91.2K
|
225K
$18M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.18K- 98.33% |
$64.9K - $91.3K
|
20
$1.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 5.27% |
$65.1K - $91.6K
|
21.3K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-1.2K- 13.28% |
$66K - $92.8K
|
7.84K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$66.3K - $93.3K
|
19.8K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.21K- 5.98% |
$66.4K - $93.4K
|
19K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.22K- 0.49% |
$66.9K - $94.1K
|
247K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.22K- 4.24% |
$67.1K - $94.4K
|
27.6K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 2.7% |
$67.2K - $94.6K
|
44.1K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.22K- 8.48% |
$67.2K - $94.6K
|
13.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-1.22K- 1.91% |
$67.3K - $94.7K
|
62.9K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.24K- 9.97% |
$68.3K - $96.1K
|
11.2K
$898K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.24K- 0.49% |
$68.3K - $96.1K
|
252K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.25K- 3.27% |
$68.5K - $96.3K
|
36.8K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.26K- 11.5% |
$69.3K - $97.5K
|
9.7K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.26K- 9.21% |
$69.3K - $97.5K
|
12.4K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.27K- 7.76% |
$69.7K - $98.1K
|
15.1K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.29K- 15.66% |
$70.9K - $99.7K
|
6.94K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 2.09% |
$70.9K - $99.7K
|
60.5K
$4.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.33K- 9.58% |
$72.8K - $102K
|
12.5K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.33K- 1.04% |
$73.3K - $103K
|
127K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 0.33% |
$74.3K - $104K
|
409K
$32.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.36K- 15.75% |
$74.9K - $105K
|
7.29K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.37K- 48.62% |
$75.5K - $106K
|
1.45K
$116K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.39K- 8.33% |
$76.2K - $107K
|
15.3K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.39K- 0.5% |
$76.4K - $107K
|
276K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.43K- 9.13% |
$78.5K - $110K
|
14.2K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.43K- 17.26% |
$78.5K - $110K
|
6.84K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.77% |
$79.2K - $111K
|
79.8K
$6.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.45K- 4.29% |
$79.9K - $112K
|
32.4K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.46K- 10.41% |
$80K - $113K
|
12.5K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.46K- 66.24% |
$80.1K - $113K
|
742
$59.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.48K- 11.82% |
$81.2K - $114K
|
11K
$881K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.48K- 3.14% |
$81.4K - $114K
|
45.7K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 25.32% |
$82.5K - $116K
|
4.43K
$354K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.5K- 6.09% |
$82.5K - $116K
|
23.1K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 13.59% |
$82.5K - $116K
|
9.54K
$763K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.51K- 28.95% |
$83K - $117K
|
3.71K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.51K- 13.26% |
$83.1K - $117K
|
9.89K
$791K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.52K- 8.65% |
$83.3K - $117K
|
16K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.52K- 1.9% |
$83.5K - $117K
|
78.5K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.54K- 7.43% |
$84.6K - $119K
|
19.2K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.55K- 22.22% |
$85.2K - $120K
|
5.43K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.58K- 8.59% |
$87.1K - $123K
|
16.9K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.58K- 41.13% |
$87.1K - $123K
|
2.27K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.59K- 2.01% |
$87.6K - $123K
|
77.7K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-1.6K- 14.02% |
$87.9K - $124K
|
9.8K
$784K
|