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 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.85K+ 18.58% |
$156K - $220K
|
18.2K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.81K+ 2.93% |
$154K - $217K
|
98.7K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 30.49% |
$154K - $217K
|
12K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.73K+ 68.13% |
$150K - $211K
|
6.73K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
2.68K+ 2.6% |
$148K - $208K
|
106K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.68KNew |
$147K - $207K
|
2.68K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 1.63% |
$143K - $202K
|
163K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.58K+ 146.37% |
$142K - $200K
|
4.35K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$141K - $198K
|
2.56K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.55K+ 14.14% |
$140K - $197K
|
20.6K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 1.43% |
$139K - $195K
|
178K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 9.98% |
$138K - $195K
|
27.7K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.51K+ 11.88% |
$138K - $194K
|
23.6K
$1.9M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.5K+ 67.51% |
$137K - $193K
|
6.2K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.44KNew |
$134K - $189K
|
2.44K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37KNew |
$130K - $183K
|
2.37K
$191K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.31K+ 11.67% |
$127K - $179K
|
22.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.19KNew |
$120K - $169K
|
2.19K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.18K+ 13.5% |
$120K - $169K
|
18.4K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.15K+ 95.18% |
$118K - $166K
|
4.41K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.14K+ 18.39% |
$118K - $165K
|
13.8K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.1K+ 49.45% |
$116K - $163K
|
6.36K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.08K+ 9.92% |
$114K - $161K
|
23.1K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.03K+ 12.04% |
$112K - $157K
|
18.9K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.02K+ 0.96% |
$111K - $156K
|
212K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$110K - $155K
|
5.92K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2K+ 26.18% |
$110K - $155K
|
9.64K
$777K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 3.3% |
$109K - $153K
|
61.8K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.9KNew |
$104K - $147K
|
1.9K
$153K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.9K+ 11.38% |
$104K - $147K
|
18.6K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87K+ 34.05% |
$103K - $144K
|
7.35K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 10.48% |
$102K - $144K
|
19.6K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.86K+ 11.38% |
$102K - $144K
|
18.2K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.84K+ 0.08% |
$101K - $142K
|
2.35M
$189M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 4.52% |
$99.7K - $140K
|
42K
$3.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.8K+ 4.74% |
$99.1K - $139K
|
39.9K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.79K+ 2.48% |
$98.5K - $139K
|
74.2K
$5.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.79K+ 41.65% |
$98.4K - $138K
|
6.09K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.78K+ 0.15% |
$98K - $138K
|
1.2M
$96.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 4.5% |
$96.4K - $136K
|
40.7K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.74K+ 47.07% |
$95.8K - $135K
|
5.45K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.73KNew |
$95.1K - $134K
|
1.73K
$139K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.73K+ 10.82% |
$94.9K - $134K
|
17.7K
$1.42M
|