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 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-65- 0.27% |
$3.57K - $5.03K
|
24.3K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-66- 0.27% |
$3.63K - $5.11K
|
23.9K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-66- 1.05% |
$3.63K - $5.11K
|
6.21K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-67- 0.69% |
$3.68K - $5.18K
|
9.69K
$746K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-68- 0.36% |
$3.74K - $5.26K
|
18.9K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-75- 0.18% |
$4.12K - $5.8K
|
42.5K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-78- 2.68% |
$4.29K - $6.03K
|
2.83K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-79- 1.2% |
$4.34K - $6.11K
|
6.48K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-81- 4.01% |
$4.45K - $6.27K
|
1.94K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-83- 0.72% |
$4.56K - $6.42K
|
11.5K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-84- 4.02% |
$4.62K - $6.5K
|
2K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-84- 0.85% |
$4.62K - $6.5K
|
9.76K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-85- 0.64% |
$4.67K - $6.57K
|
13.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-87- 1.34% |
$4.78K - $6.73K
|
6.43K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 4.77% |
$4.78K - $6.73K
|
1.74K
$134K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 1.16% |
$4.95K - $6.96K
|
7.7K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-90- 1.86% |
$4.95K - $6.96K
|
4.74K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-91- 1.24% |
$5K - $7.04K
|
7.24K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-91- 0.22% |
$5K - $7.04K
|
40.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-91- 1.22% |
$5K - $7.04K
|
7.34K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92- 0.78% |
$5.06K - $7.12K
|
11.7K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-93- 0.82% |
$5.11K - $7.19K
|
11.2K
$866K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-93- 0.47% |
$5.11K - $7.19K
|
19.5K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-94- 0.74% |
$5.17K - $7.27K
|
12.7K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-95- 1.12% |
$5.22K - $7.35K
|
8.42K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-96- 1.18% |
$5.28K - $7.43K
|
8.02K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 0.68% |
$5.33K - $7.5K
|
14.2K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-98- 0.7% |
$5.39K - $7.58K
|
13.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-99- 0.74% |
$5.44K - $7.66K
|
13.2K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-99- 27.89% |
$5.44K - $7.66K
|
256
$19.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-99- 0.59% |
$5.44K - $7.66K
|
16.5K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-99- 0.72% |
$5.44K - $7.66K
|
13.7K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 4.65% |
$5.5K - $7.73K
|
2.05K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 0.82% |
$5.5K - $7.73K
|
12.2K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.32% |
$5.5K - $7.73K
|
4.2K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 0.95% |
$5.5K - $7.73K
|
10.4K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-100- 1.47% |
$5.5K - $7.73K
|
6.7K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-100- 2.6% |
$5.5K - $7.73K
|
3.74K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$5.5K - $7.73K
|
14.8K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-100- 1.47% |
$5.5K - $7.73K
|
6.69K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-101- 2.42% |
$5.55K - $7.81K
|
4.07K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-106- 0.78% |
$5.83K - $8.2K
|
13.5K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-106- 0.59% |
$5.83K - $8.2K
|
17.8K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-107- 0.94% |
$5.88K - $8.28K
|
11.3K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-107- 2.04% |
$5.88K - $8.28K
|
5.15K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-107- 2.15% |
$5.88K - $8.28K
|
4.87K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-107- 2.54% |
$5.88K - $8.28K
|
4.11K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-108- 0.58% |
$5.94K - $8.35K
|
18.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-109- 2.38% |
$5.99K - $8.43K
|
4.47K
$344K
|