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
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.49K+ 82.44% |
$192K - $270K
|
7.73K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$192K - $270K
|
3.49K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$191K - $269K
|
3.48K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.48KNew |
$191K - $269K
|
3.48K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$268K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.47KNew |
$191K - $268K
|
3.47K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$190K - $268K
|
3.46K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.44KNew |
$189K - $266K
|
3.44K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.43KNew |
$189K - $266K
|
3.43K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 15.82% |
$187K - $263K
|
24.9K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.4K+ 26.75% |
$187K - $263K
|
16.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.38KNew |
$186K - $262K
|
3.38K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $260K
|
3.37K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
3.36KNew |
$185K - $260K
|
3.36K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.35K+ 35.8% |
$184K - $259K
|
12.7K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.34KNew |
$184K - $259K
|
3.34K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.33KNew |
$183K - $258K
|
3.33K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.32KNew |
$182K - $257K
|
3.32K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.31KNew |
$182K - $256K
|
3.31K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.31K+ 18.04% |
$182K - $256K
|
21.6K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.29KNew |
$181K - $255K
|
3.29K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$181K - $254K
|
3.29K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.28KNew |
$180K - $253K
|
3.28K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.26K+ 64.11% |
$179K - $252K
|
8.35K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.26K+ 8.81% |
$179K - $252K
|
40.3K
$3.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26KNew |
$179K - $252K
|
3.26K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$250K
|