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 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
40+ 0.45% |
$2.2K - $3.09K
|
8.86K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
39+ 0.88% |
$2.14K - $3.02K
|
4.45K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
38+ 0.75% |
$2.09K - $2.94K
|
5.11K
$393K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.51% |
$1.98K - $2.78K
|
7.15K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36+ 9.47% |
$1.98K - $2.78K
|
416
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
34+ 0.82% |
$1.87K - $2.63K
|
4.17K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.39% |
$1.81K - $2.55K
|
8.39K
$646K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
33New |
$1.81K - $2.55K
|
33
$2.54K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
31+ 0.1% |
$1.7K - $2.4K
|
30.4K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30+ 4.03% |
$1.65K - $2.32K
|
774
$59.6K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
29+ 0.04% |
$1.59K - $2.24K
|
74.8K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.54% |
$1.48K - $2.09K
|
5K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
24+ 0.02% |
$1.32K - $1.86K
|
121K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
24+ 0.37% |
$1.32K - $1.86K
|
6.53K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 0.45% |
$1.21K - $1.7K
|
4.96K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
22+ 0.36% |
$1.21K - $1.7K
|
6.08K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22+ 0.43% |
$1.21K - $1.7K
|
5.09K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
22+ 2.66% |
$1.21K - $1.7K
|
850
$65.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.49% |
$1.15K - $1.62K
|
4.28K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
21New |
$1.15K - $1.62K
|
21
$1.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.55K
|
29.6K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 0.56% |
$1.1K - $1.55K
|
3.62K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
19+ 0.22% |
$1.04K - $1.47K
|
8.61K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$990 - $1.39K
|
12.9K
$992K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$990 - $1.39K
|
6.87K
$529K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.51% |
$935 - $1.31K
|
3.32K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
17New |
$935 - $1.31K
|
17
$1.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.06% |
$935 - $1.31K
|
29.8K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15+ 0.12% |
$825 - $1.16K
|
12.6K
$970K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
14+ 0.79% |
$770 - $1.08K
|
1.79K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.1% |
$770 - $1.08K
|
13.6K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 0.5% |
$715 - $1.01K
|
2.63K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.14% |
$715 - $1.01K
|
9.16K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$660 - $928
|
4.26K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.13% |
$605 - $851
|
8.73K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.26% |
$550 - $774
|
3.79K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9+ 0.08% |
$495 - $696
|
11.4K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.09% |
$440 - $619
|
8.77K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 26.92% |
$385 - $541
|
33
$2.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$385 - $541
|
18.5K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.48% |
$330 - $464
|
1.27K
$97.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.14% |
$330 - $464
|
4.33K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.37K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$275 - $387
|
5
$385
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.03K
$464K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$275 - $387
|
14.8K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$275 - $387
|
8.71K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
5+ 0.32% |
$275 - $387
|
1.58K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.05% |
$275 - $387
|
10.6K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.06% |
$220 - $309
|
6.21K
$478K
|