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 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.17K- 9.07% |
$120K - $168K
|
21.8K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.18K- 4.04% |
$120K - $168K
|
51.7K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.52% |
$120K - $169K
|
46.1K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.19K- 13.93% |
$120K - $169K
|
13.5K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 4.46% |
$121K - $170K
|
47.1K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.2K- 11.11% |
$121K - $170K
|
17.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.22K- 2.67% |
$122K - $172K
|
81.1K
$6.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.23K- 8.29% |
$123K - $173K
|
24.7K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 1.71% |
$124K - $174K
|
129K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.25K- 23.06% |
$124K - $174K
|
7.51K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.28K- 11.1% |
$125K - $176K
|
18.3K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.29K- 25.96% |
$126K - $177K
|
6.53K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.29K- 7.22% |
$126K - $177K
|
29.4K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 10.58% |
$127K - $179K
|
19.6K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.38K- 9.74% |
$131K - $184K
|
22.1K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.38K- 5.43% |
$131K - $184K
|
41.5K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.4K- 15.07% |
$132K - $185K
|
13.5K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 4.65% |
$133K - $187K
|
49.6K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.43K- 17.38% |
$133K - $188K
|
11.5K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-2.43K- 21.69% |
$133K - $188K
|
8.77K
$701K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.44K- 13.09% |
$134K - $189K
|
16.2K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.45K- 34.67% |
$135K - $190K
|
4.62K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 5.11% |
$136K - $191K
|
45.9K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.5K- 8.22% |
$137K - $193K
|
27.9K
$2.23M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.51K- 34.0% |
$138K - $194K
|
4.88K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.56K- 9.12% |
$141K - $198K
|
25.5K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.57K- 2.85% |
$141K - $199K
|
87.6K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 27.04% |
$145K - $204K
|
7.12K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.77K- 46.35% |
$152K - $214K
|
3.21K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.79K- 1.94% |
$153K - $216K
|
141K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.84K- 5.94% |
$156K - $220K
|
45K
$3.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85K- 2.05% |
$157K - $221K
|
136K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-2.88K- 21.99% |
$158K - $223K
|
10.2K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.56% |
$159K - $223K
|
14.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.9K- 1.74% |
$160K - $224K
|
164K
$13.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.94K- 13.14% |
$161K - $227K
|
19.4K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 36.17% |
$164K - $231K
|
5.26K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 5.51% |
$166K - $234K
|
51.8K
$4.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.1K- 15.79% |
$170K - $240K
|
16.5K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.22K- 1.36% |
$177K - $249K
|
234K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.3K- 1.58% |
$181K - $255K
|
205K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.33K- 0.46% |
$183K - $258K
|
722K
$57.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.43K- 53.61% |
$188K - $265K
|
2.97K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.46K- 6.69% |
$190K - $268K
|
48.3K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.5K- 1.38% |
$192K - $271K
|
251K
$20.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.52K- 2.33% |
$194K - $272K
|
147K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$9.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.55K- 3.13% |
$195K - $275K
|
110K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.62K- 6.63% |
$199K - $280K
|
51K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.73K- 99.92% |
$205K - $289K
|
3
$240
|