Purchases and Sales Made in Q4 2024 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 15, 2025 Q4 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
1.69K
+ 15.8%
$93K - $131K
12.4K $999K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
1.66K
New
$91.5K - $129K
1.66K $134K
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.62K
+ 4.09%
$89.2K - $125K
41.3K $3.33M
Feb 10, 2025 Q4 2024
Valtinson Bruner Financial Planning LLC

BUY
 -
1.61K
+ 8.67%
$88.4K - $124K
20.1K $1.62M
Jan 21, 2025 Q4 2024
Encompass More Asset Management

Danville, CA
BUY
 -
1.61K
+ 20.83%
$88.2K - $124K
9.31K $750K
Jan 07, 2025 Q4 2024
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
1.6K
+ 35.79%
$87.7K - $123K
6.05K $488K
Jan 30, 2025 Q4 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.57K
+ 17.4%
$86.4K - $122K
10.6K $855K
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.57K
+ 40.86%
$86.3K - $121K
5.41K $436K
Feb 05, 2025 Q4 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.56K
New
$86K - $121K
1.56K $126K
Jan 23, 2025 Q4 2024
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.54K
+ 29.77%
$84.8K - $119K
6.72K $542K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
1.43K
+ 10.23%
$78.7K - $111K
15.4K $1.24M
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
1.41K
+ 5.8%
$77.5K - $109K
25.7K $2.07M
Jan 23, 2025 Q4 2024
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
1.4K
+ 35.42%
$76.8K - $108K
5.34K $430K
Jan 29, 2025 Q4 2024
First Fiduciary Investment Counsel, Inc.

BUY
 -
1.39K
+ 26.33%
$76.4K - $108K
6.67K $538K
Jan 16, 2025 Q4 2024
Clear Harbor Asset Management, LLC

BUY
 -
1.38K
+ 2.67%
$75.9K - $107K
53.1K $4.28M
Feb 10, 2025 Q4 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
1.37K
New
$75.5K - $106K
1.37K $111K
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
1.34K
+ 21.66%
$73.7K - $104K
7.53K $607K
Jan 28, 2025 Q4 2024
Exane Asset Management

BUY
 -
1.33K
New
$73.2K - $103K
1.33K $107K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
1.29K
New
$70.6K - $99.4K
1.29K $104K
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
1.27K
+ 1.62%
$69.7K - $98K
79.3K $6.39M
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.25K
+ 5.83%
$68.9K - $96.9K
22.8K $1.83M
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
1.25K
+ 27.29%
$68.5K - $96.3K
5.81K $468K
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
1.23K
New
$67.8K - $95.4K
1.23K $99.4K
Jan 27, 2025 Q4 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
1.23K
+ 3.92%
$67.4K - $94.8K
32.5K $2.62M
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
1.22K
+ 4.92%
$67.3K - $94.7K
26.1K $2.1M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
1.22K
+ 6.36%
$67.2K - $94.5K
20.4K $1.65M
Feb 06, 2025 Q4 2024
New Square Capital LLC

BUY
 -
1.22K
+ 734.34%
$67K - $94.3K
1.39K $112K
Feb 07, 2025 Q4 2024
Avantax Planning Partners, Inc.

BUY
 -
1.2K
+ 11.4%
$66.2K - $93.1K
11.8K $948K
Jan 24, 2025 Q4 2024
Optas, LLC

BUY
 -
1.19K
+ 23.2%
$65.2K - $91.7K
6.29K $507K
Feb 03, 2025 Q4 2024
Howard Capital Management Inc.

BUY
 -
1.15K
+ 4.67%
$63.4K - $89.3K
25.9K $2.09M
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
1.15K
+ 31.87%
$63.2K - $89K
4.76K $383K
Jan 03, 2025 Q4 2024
First City Capital Management, Inc.

BUY
 -
1.13K
+ 6.82%
$62.2K - $87.5K
17.7K $1.43M
Feb 04, 2025 Q4 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
1.13K
+ 2.12%
$61.9K - $87.1K
54.3K $4.38M
Jan 15, 2025 Q4 2024
Tompkins Financial Corp

BUY
 -
1.11K
+ 29.14%
$61.2K - $86.1K
4.93K $398K
Jan 29, 2025 Q4 2024
Howard Bailey Securities, LLC

Fort Wayne, IN
BUY
 -
1.08K
+ 12.92%
$59.5K - $83.7K
9.45K $762K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
1.08K
+ 16.73%
$59.1K - $83.2K
7.5K $604K
Feb 06, 2025 Q4 2024
Bedel Financial Consulting, Inc.

BUY
 -
1.07K
+ 13.67%
$58.8K - $82.8K
8.9K $717K
Jan 24, 2025 Q4 2024
Resonant Capital Advisors, LLC

BUY
 -
1.06K
+ 12.47%
$58.2K - $81.8K
9.54K $769K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
1.05K
+ 4.73%
$57.8K - $81.3K
23.3K $1.88M
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
1.05K
+ 17.04%
$57.5K - $80.9K
7.18K $579K
Jan 23, 2025 Q4 2024
Western Financial Corp/Ca

San Diego, CA
BUY
 -
1.03K
+ 1.09%
$56.7K - $79.8K
96.1K $7.74M
Jan 13, 2025 Q4 2024
Cooper Financial Group

BUY
 -
1.02K
+ 22.12%
$55.9K - $78.7K
5.62K $453K
Jan 24, 2025 Q4 2024
E&G Advisors, LP

BUY
 -
986
+ 15.09%
$54.2K - $76.3K
7.52K $606K
Feb 04, 2025 Q4 2024
Wealthstream Advisors, Inc.

BUY
 -
981
+ 15.83%
$53.9K - $75.9K
7.18K $579K
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
966
+ 16.21%
$53.1K - $74.7K
6.93K $558K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
953
New
$52.4K - $73.7K
953 $76.8K
Jan 13, 2025 Q4 2024
Traveka Wealth, LLC

San Jose, CA
BUY
 -
920
+ 23.14%
$50.6K - $71.2K
4.9K $394K
Jan 14, 2025 Q4 2024
Cohen Investment Advisors LLC

BUY
 -
916
+ 2.11%
$50.4K - $70.9K
44.4K $3.58M
Jan 28, 2025 Q4 2024
Cboe Vest Financial, LLC

Mclean, VA
BUY
 -
916
+ 6.19%
$50.4K - $70.9K
15.7K $1.27M

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