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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 3.2% |
$9.35K - $13.1K
|
5.49K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
169+ 2.48% |
$9.29K - $13.1K
|
6.99K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$12.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
167+ 3.6% |
$9.18K - $12.9K
|
4.81K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
164+ 1.33% |
$9.02K - $12.7K
|
12.5K
$960K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
163+ 0.94% |
$8.96K - $12.6K
|
17.6K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
162+ 15.25% |
$8.91K - $12.5K
|
1.22K
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
161+ 4.1% |
$8.85K - $12.5K
|
4.08K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
161+ 1.9% |
$8.85K - $12.5K
|
8.62K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
158+ 0.3% |
$8.69K - $12.2K
|
52.6K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
154+ 2.59% |
$8.47K - $11.9K
|
6.1K
$470K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
152+ 2.06% |
$8.36K - $11.8K
|
7.53K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
151+ 3.24% |
$8.3K - $11.7K
|
4.81K
$371K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
149+ 2.92% |
$8.19K - $11.5K
|
5.25K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
148+ 2.81% |
$8.14K - $11.4K
|
5.42K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
144New |
$7.92K - $11.1K
|
144
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 0.64% |
$7.92K - $11.1K
|
22.5K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
140+ 2.15% |
$7.7K - $10.8K
|
6.65K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
137+ 2.4% |
$7.53K - $10.6K
|
5.84K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
134+ 1.95% |
$7.37K - $10.4K
|
7.02K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
132New |
$7.26K - $10.2K
|
132
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 1.79% |
$7.15K - $10.1K
|
7.41K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
130+ 0.95% |
$7.15K - $10.1K
|
13.8K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 2.92% |
$7.09K - $9.98K
|
4.54K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
125+ 3.5% |
$6.87K - $9.67K
|
3.69K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
123+ 183.58% |
$6.76K - $9.51K
|
190
$14.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
117+ 2.51% |
$6.43K - $9.05K
|
4.78K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
116+ 0.73% |
$6.38K - $8.97K
|
16.1K
$1.24M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
116New |
$6.38K - $8.97K
|
116
$8.94K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
113+ 1.51% |
$6.21K - $8.74K
|
7.6K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
112+ 1.22% |
$6.16K - $8.66K
|
9.31K
$717K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
111+ 2.1% |
$6.1K - $8.59K
|
5.4K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
111+ 1.2% |
$6.1K - $8.59K
|
9.35K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
111+ 16.67% |
$6.1K - $8.59K
|
777
$59.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
109+ 2.48% |
$5.99K - $8.43K
|
4.5K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
108New |
$5.94K - $8.35K
|
108
$8.32K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
107+ 0.39% |
$5.88K - $8.28K
|
27.2K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
106+ 1.3% |
$5.83K - $8.2K
|
8.29K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105+ 2.03% |
$5.77K - $8.12K
|
5.28K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
103+ 1.65% |
$5.66K - $7.97K
|
6.35K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$5.5K - $7.73K
|
100
$7.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
99New |
$5.44K - $7.66K
|
99
$7.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
97+ 0.4% |
$5.33K - $7.5K
|
24.4K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
97New |
$5.33K - $7.5K
|
97
$7.47K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
96+ 1.46% |
$5.28K - $7.43K
|
6.65K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
93+ 0.36% |
$5.11K - $7.19K
|
26.1K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
91+ 0.68% |
$5K - $7.04K
|
13.4K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
88+ 1.55% |
$4.84K - $6.81K
|
5.75K
$443K
|