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 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 27.04% |
$145K - $204K
|
7.12K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-2.77K- 46.35% |
$152K - $214K
|
3.21K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.79K- 1.94% |
$153K - $216K
|
141K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.84K- 5.94% |
$156K - $220K
|
45K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85K- 2.05% |
$157K - $221K
|
136K
$9.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-2.88K- 21.99% |
$158K - $223K
|
10.2K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.56% |
$159K - $223K
|
14.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.9K- 1.74% |
$160K - $224K
|
164K
$11.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.94K- 13.14% |
$161K - $227K
|
19.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.98K- 36.17% |
$164K - $231K
|
5.26K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 5.51% |
$166K - $234K
|
51.8K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.1K- 15.79% |
$170K - $240K
|
16.5K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.22K- 1.36% |
$177K - $249K
|
234K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.3K- 1.58% |
$181K - $255K
|
205K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-3.33K- 0.46% |
$183K - $258K
|
722K
$51.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.43K- 53.61% |
$188K - $265K
|
2.97K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.46K- 6.69% |
$190K - $268K
|
48.3K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.5K- 1.38% |
$192K - $271K
|
251K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.52K- 2.33% |
$194K - $272K
|
147K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$8.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.55K- 3.13% |
$195K - $275K
|
110K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.62K- 6.63% |
$199K - $280K
|
51K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.73K- 99.92% |
$205K - $289K
|
3
$215
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.74K- 8.67% |
$206K - $289K
|
39.4K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8K- 72.22% |
$209K - $294K
|
1.46K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3.82K- 46.24% |
$210K - $296K
|
4.44K
$319K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.85K- 9.77% |
$212K - $298K
|
35.5K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-3.98K- 29.53% |
$219K - $307K
|
9.49K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 39.02% |
$220K - $309K
|
6.25K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.03K- 9.15% |
$222K - $312K
|
40.1K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-4.11K- 7.52% |
$226K - $318K
|
50.5K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.28K- 28.7% |
$235K - $331K
|
10.6K
$764K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-4.3K- 3.63% |
$236K - $333K
|
114K
$8.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.37K- 4.95% |
$240K - $338K
|
83.9K
$6.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 13.39% |
$243K - $342K
|
28.6K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.45K- 4.59% |
$245K - $344K
|
92.6K
$6.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.48K- 20.44% |
$247K - $347K
|
17.5K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-4.58K- 32.42% |
$252K - $354K
|
9.54K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.56% |
$253K - $356K
|
125K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-4.6K- 11.56% |
$253K - $356K
|
35.2K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.68K- 4.33% |
$257K - $362K
|
103K
$7.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.69K- 5.78% |
$258K - $362K
|
76.4K
$5.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.69K- 31.35% |
$258K - $362K
|
10.3K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.74K- 36.35% |
$260K - $366K
|
8.29K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.74K- 1.44% |
$260K - $366K
|
324K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.76K- 4.44% |
$262K - $368K
|
102K
$7.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.77K- 1.3% |
$262K - $369K
|
362K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-4.85K- 9.34% |
$267K - $375K
|
47.1K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.97K- 7.7% |
$273K - $385K
|
59.6K
$4.28M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.98K- 21.45% |
$274K - $385K
|
18.2K
$1.31M
|