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
|
Allworth Financial LP
|
BUY
|
- |
13.4K+ 8.54% |
$736K - $1.04M
|
170K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.3K+ 20.9% |
$732K - $1.03M
|
77K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
13.3KNew |
$731K - $1.03M
|
13.3K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 5.88% |
$731K - $1.03M
|
240K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13.3KNew |
$730K - $1.03M
|
13.3K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
13.2KNew |
$725K - $1.02M
|
13.2K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.6K+ 12.5% |
$693K - $975K
|
113K
$8.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
12.6K+ 15.93% |
$690K - $971K
|
91.4K
$7.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.4K+ 12.24% |
$684K - $962K
|
114K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
12.4KNew |
$683K - $961K
|
12.4K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 56.82% |
$677K - $953K
|
34K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12.3K+ 5.9% |
$676K - $951K
|
221K
$17M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.2K+ 25.05% |
$673K - $947K
|
61.1K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
12.1K+ 3.84% |
$667K - $938K
|
328K
$25.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12.1KNew |
$663K - $933K
|
12.1K
$929K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12K+ 8.44% |
$661K - $930K
|
155K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12KNew |
$660K - $928K
|
12K
$924K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11.9KNew |
$656K - $922K
|
11.9K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.9KNew |
$652K - $918K
|
11.9K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.8K+ 21.03% |
$651K - $916K
|
68.2K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.7K+ 4.52% |
$645K - $908K
|
271K
$20.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11.7K+ 70.4% |
$642K - $904K
|
28.3K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 45.49% |
$635K - $893K
|
36.9K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.5KNew |
$631K - $888K
|
11.5K
$884K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11.5KNew |
$630K - $887K
|
11.5K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11.4KNew |
$628K - $883K
|
11.4K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
11.3KNew |
$622K - $875K
|
11.3K
$872K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 14.67% |
$589K - $828K
|
83.7K
$6.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10.7K+ 8.7% |
$588K - $828K
|
134K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.7K+ 49.2% |
$588K - $827K
|
32.4K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
10.7KNew |
$587K - $826K
|
10.7K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6KNew |
$585K - $823K
|
10.6K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.6K+ 6.16% |
$581K - $817K
|
182K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 12.61% |
$580K - $816K
|
94.2K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$579K - $814K
|
10.5K
$811K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.5KNew |
$576K - $810K
|
10.5K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.4KNew |
$573K - $806K
|
10.4K
$803K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
10.1K+ 41.64% |
$557K - $784K
|
34.5K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.1K+ 16.66% |
$553K - $778K
|
70.4K
$5.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10K+ 65.25% |
$551K - $775K
|
25.4K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10K+ 58.39% |
$550K - $774K
|
27.1K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
9.89KNew |
$543K - $765K
|
9.89K
$761K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.82K+ 41.6% |
$540K - $759K
|
33.4K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
9.62K+ 88.12% |
$529K - $744K
|
20.5K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
9.61KNew |
$528K - $743K
|
9.61K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.4K+ 20.38% |
$517K - $727K
|
55.5K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.31K+ 6.69% |
$512K - $720K
|
148K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.27K+ 10.15% |
$510K - $717K
|
101K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.26K+ 2.58% |
$509K - $716K
|
368K
$28.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.21KNew |
$506K - $712K
|
9.21K
$709K
|