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 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5K- 49.42% |
$275K - $387K
|
5.12K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.04K- 4.73% |
$277K - $390K
|
101K
$7.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5.19K- 4.11% |
$285K - $401K
|
121K
$8.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.2K- 48.53% |
$286K - $402K
|
5.52K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.28K- 7.7% |
$290K - $408K
|
63.2K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.29K- 31.19% |
$291K - $409K
|
11.7K
$838K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-5.35K- 10.7% |
$294K - $414K
|
44.6K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.43K- 8.83% |
$298K - $420K
|
56K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5.43K- 30.24% |
$299K - $420K
|
12.5K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.44K- 3.78% |
$299K - $421K
|
139K
$9.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.46K- 6.82% |
$300K - $422K
|
74.6K
$5.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.53K- 0.62% |
$304K - $428K
|
881K
$63.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.55K- 0.26% |
$305K - $429K
|
2.1M
$151M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.68K- 8.26% |
$313K - $440K
|
63.2K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.73K- 40.88% |
$315K - $443K
|
8.29K
$595K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.75K- 2.17% |
$316K - $445K
|
259K
$18.6M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.79K- 28.09% |
$318K - $448K
|
14.8K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.8K- 31.26% |
$319K - $448K
|
12.7K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.81K- 2.74% |
$320K - $450K
|
206K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.82K- 2.1% |
$320K - $450K
|
272K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.87K- 2.01% |
$323K - $454K
|
285K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 7.93% |
$323K - $454K
|
68.2K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.92K- 6.41% |
$325K - $458K
|
86.4K
$6.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.94K- 9.82% |
$327K - $460K
|
54.6K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-6.16K- 48.31% |
$338K - $476K
|
6.59K
$473K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.18K- 20.84% |
$340K - $478K
|
23.5K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-6.21K- 41.21% |
$341K - $480K
|
8.86K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.23K- 27.7% |
$342K - $482K
|
16.3K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.29K- 10.07% |
$346K - $487K
|
56.2K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.62K- 33.39% |
$364K - $512K
|
13.2K
$948K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.69K- 11.18% |
$368K - $517K
|
53.1K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-6.74K- 32.89% |
$371K - $521K
|
13.8K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-6.74K- 66.66% |
$371K - $521K
|
3.37K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-6.74K- 10.12% |
$371K - $522K
|
59.9K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-6.83K- 52.37% |
$375K - $528K
|
6.21K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-6.87K- 1.31% |
$377K - $531K
|
518K
$37.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-7K- 34.49% |
$385K - $541K
|
13.3K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7K- 6.01% |
$385K - $541K
|
109K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-7.31K- 1.2% |
$402K - $565K
|
600K
$43.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-7.6K- 22.29% |
$418K - $588K
|
26.5K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-7.78K- 3.78% |
$428K - $602K
|
198K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.8K- 13.63% |
$429K - $603K
|
49.4K
$3.55M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-7.9K- 90.8% |
$434K - $611K
|
801
$57.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-7.92K- 5.16% |
$436K - $613K
|
146K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-8K- 20.58% |
$440K - $619K
|
30.9K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.01K- 5.82% |
$440K - $620K
|
130K
$9.3M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8.2K- 4.81% |
$451K - $634K
|
162K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-8.22K- 13.73% |
$452K - $636K
|
51.6K
$3.71M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.23K- 17.15% |
$453K - $637K
|
39.8K
$2.85M
|