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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.83K- 3.81% |
$100K - $141K
|
46.1K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.41% |
$101K - $142K
|
14.3K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.85K- 4.4% |
$102K - $143K
|
40.1K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.86K- 7.23% |
$102K - $144K
|
23.8K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
SELL
|
- |
-1.89K- 10.98% |
$104K - $146K
|
15.3K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.89K- 10.71% |
$104K - $146K
|
15.8K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.9K- 4.3% |
$104K - $147K
|
42.2K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.92K- 1.49% |
$105K - $148K
|
127K
$9.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.93K- 2.51% |
$106K - $149K
|
74.8K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.94K- 28.68% |
$106K - $150K
|
4.81K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.95K- 8.77% |
$107K - $151K
|
20.3K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.96K- 1.53% |
$108K - $151K
|
126K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.96K- 20.7% |
$108K - $152K
|
7.52K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.97K- 1.96% |
$109K - $153K
|
98.5K
$7.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.99K- 38.95% |
$109K - $154K
|
3.12K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2K- 26.98% |
$110K - $155K
|
5.41K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-2.03K- 8.91% |
$111K - $157K
|
20.7K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.09K- 7.91% |
$115K - $161K
|
24.3K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.09K- 0.71% |
$115K - $162K
|
295K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.12K- 5.59% |
$117K - $164K
|
35.9K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.13K- 30.23% |
$117K - $165K
|
4.92K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.14K- 10.97% |
$117K - $165K
|
17.3K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$119K - $167K
|
106K
$7.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.17K- 9.07% |
$120K - $168K
|
21.8K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.18K- 4.04% |
$120K - $168K
|
51.7K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.52% |
$120K - $169K
|
46.1K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.19K- 13.93% |
$120K - $169K
|
13.5K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 4.46% |
$121K - $170K
|
47.1K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.2K- 11.11% |
$121K - $170K
|
17.6K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-2.22K- 2.67% |
$122K - $172K
|
81.1K
$5.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.23K- 8.29% |
$123K - $173K
|
24.7K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 1.71% |
$124K - $174K
|
129K
$9.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.25K- 23.06% |
$124K - $174K
|
7.51K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.28K- 11.1% |
$125K - $176K
|
18.3K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.29K- 25.96% |
$126K - $177K
|
6.53K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.29K- 7.22% |
$126K - $177K
|
29.4K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 10.58% |
$127K - $179K
|
19.6K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.38K- 9.74% |
$131K - $184K
|
22.1K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.38K- 5.43% |
$131K - $184K
|
41.5K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.4K- 15.07% |
$132K - $185K
|
13.5K
$970K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 4.65% |
$133K - $187K
|
49.6K
$3.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.43K- 17.38% |
$133K - $188K
|
11.5K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-2.43K- 21.69% |
$133K - $188K
|
8.77K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.44K- 13.09% |
$134K - $189K
|
16.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2.45K- 34.67% |
$135K - $190K
|
4.62K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 5.11% |
$136K - $191K
|
45.9K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.5K- 8.22% |
$137K - $193K
|
27.9K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.51K- 34.0% |
$138K - $194K
|
4.88K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.56K- 9.12% |
$141K - $198K
|
25.5K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.57K- 2.85% |
$141K - $199K
|
87.6K
$6.29M
|