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 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.12% |
$16.5K - $23.2K
|
5.55K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 2.24% |
$16.5K - $23.2K
|
13.1K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 5.41% |
$16.5K - $23.2K
|
5.25K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-301- 3.15% |
$16.5K - $23.3K
|
9.24K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-304- 1.7% |
$16.7K - $23.5K
|
17.6K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-309- 4.4% |
$17K - $23.9K
|
6.71K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-311- 2.64% |
$17.1K - $24.1K
|
11.5K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-319- 0.44% |
$17.5K - $24.7K
|
72.4K
$5.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-320- 2.49% |
$17.6K - $24.8K
|
12.5K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-321- 3.56% |
$17.6K - $24.8K
|
8.7K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-325- 1.59% |
$17.9K - $25.1K
|
20.1K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-329- 4.85% |
$18.1K - $25.4K
|
6.46K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-336- 7.55% |
$18.5K - $26K
|
4.11K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-338- 7.65% |
$18.6K - $26.1K
|
4.08K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-338- 4.79% |
$18.6K - $26.1K
|
6.72K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-345- 0.86% |
$19K - $26.7K
|
39.6K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-353- 4.5% |
$19.4K - $27.3K
|
7.49K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-360- 0.14% |
$19.8K - $27.8K
|
252K
$19.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-360- 1.11% |
$19.8K - $27.8K
|
31.9K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-364- 8.28% |
$20K - $28.2K
|
4.03K
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-369- 1.82% |
$20.3K - $28.5K
|
19.9K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-372- 1.88% |
$20.5K - $28.8K
|
19.4K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-385- 0.62% |
$21.2K - $29.8K
|
61.7K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-390- 2.09% |
$21.4K - $30.2K
|
18.3K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-392- 3.35% |
$21.6K - $30.3K
|
11.3K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-393- 8.12% |
$21.6K - $30.4K
|
4.45K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-396- 2.75% |
$21.8K - $30.6K
|
14K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-399- 2.53% |
$21.9K - $30.9K
|
15.4K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-400- 3.85% |
$22K - $30.9K
|
10K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-411- 1.93% |
$22.6K - $31.8K
|
20.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-415- 4.0% |
$22.8K - $32.1K
|
9.97K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 1.74% |
$22.8K - $32.1K
|
23.4K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-416- 28.38% |
$22.9K - $32.2K
|
1.05K
$80.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-419- 0.44% |
$23K - $32.4K
|
94.3K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-420- 0.92% |
$23.1K - $32.5K
|
45.1K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-422- 0.74% |
$23.2K - $32.6K
|
56.6K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-432- 0.59% |
$23.8K - $33.4K
|
73K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-434- 2.39% |
$23.9K - $33.6K
|
17.7K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-435- 8.22% |
$23.9K - $33.6K
|
4.86K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-437- 0.87% |
$24K - $33.8K
|
50.1K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-438- 10.97% |
$24.1K - $33.9K
|
3.56K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-439- 36.4% |
$24.1K - $34K
|
767
$59.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-441- 4.23% |
$24.2K - $34.1K
|
9.98K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-449- 55.64% |
$24.7K - $34.7K
|
358
$27.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$797K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-451- 6.77% |
$24.8K - $34.9K
|
6.21K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-451- 10.62% |
$24.8K - $34.9K
|
3.8K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-465- 3.61% |
$25.6K - $36K
|
12.4K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-477- 7.59% |
$26.2K - $36.9K
|
5.81K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-477- 7.9% |
$26.2K - $36.9K
|
5.56K
$429K
|