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 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 13.0% |
$715 - $1.01K
|
87
$6.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-14- 0.15% |
$770 - $1.08K
|
9.36K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-16- 0.31% |
$880 - $1.24K
|
5.1K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16- 10.0% |
$880 - $1.24K
|
144
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-16- 0.19% |
$880 - $1.24K
|
8.26K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 0.35% |
$935 - $1.31K
|
4.82K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-19- 1.55% |
$1.04K - $1.47K
|
1.21K
$93.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.09% |
$1.1K - $1.55K
|
21.7K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-21- 0.28% |
$1.15K - $1.62K
|
7.45K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21- 2.11% |
$1.15K - $1.62K
|
974
$75K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-23- 0.08% |
$1.26K - $1.78K
|
27.5K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-24- 0.19% |
$1.32K - $1.86K
|
12.4K
$951K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-24- 2.06% |
$1.32K - $1.86K
|
1.14K
$88K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-25- 0.7% |
$1.37K - $1.93K
|
3.56K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-27- 0.16% |
$1.48K - $2.09K
|
16.6K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-28- 0.67% |
$1.54K - $2.17K
|
4.15K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-28- 0.23% |
$1.54K - $2.17K
|
12.2K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-28- 0.24% |
$1.54K - $2.17K
|
11.7K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-30- 0.67% |
$1.65K - $2.32K
|
4.42K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.57% |
$1.65K - $2.32K
|
1.88K
$145K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-32- 0.07% |
$1.76K - $2.48K
|
42.9K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.13% |
$1.92K - $2.71K
|
26.4K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-35- 3.77% |
$1.92K - $2.71K
|
894
$68.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 0.41% |
$1.98K - $2.78K
|
8.67K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-36- 0.38% |
$1.98K - $2.78K
|
9.53K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-37- 0.18% |
$2.03K - $2.86K
|
21.1K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-38- 0.77% |
$2.09K - $2.94K
|
4.92K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 0.55% |
$2.14K - $3.02K
|
7.01K
$540K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-39- 0.26% |
$2.14K - $3.02K
|
15K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-41- 0.43% |
$2.25K - $3.17K
|
9.5K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.61% |
$2.31K - $3.25K
|
6.8K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-43- 0.33% |
$2.36K - $3.33K
|
12.9K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-48- 0.13% |
$2.64K - $3.71K
|
37.7K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-49- 1.0% |
$2.69K - $3.79K
|
4.87K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-49- 4.48% |
$2.69K - $3.79K
|
1.04K
$80.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 0.33% |
$2.75K - $3.87K
|
15K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.1% |
$2.75K - $3.87K
|
50.5K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.24% |
$2.75K - $3.87K
|
21K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-50- 0.89% |
$2.75K - $3.87K
|
5.56K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-51- 0.64% |
$2.8K - $3.94K
|
7.93K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 1.63% |
$2.8K - $3.94K
|
3.08K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-51- 1.31% |
$2.8K - $3.94K
|
3.86K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-53- 0.77% |
$2.91K - $4.1K
|
6.86K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.25% |
$3.02K - $4.25K
|
22.3K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.53% |
$3.08K - $4.33K
|
10.4K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-58- 0.24% |
$3.19K - $4.49K
|
24.3K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 27.27% |
$3.3K - $4.64K
|
160
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-61- 0.54% |
$3.35K - $4.72K
|
11.3K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 0.07% |
$3.46K - $4.87K
|
96.8K
$7.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-65- 0.27% |
$3.57K - $5.03K
|
24.3K
$1.87M
|