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 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.75KNew |
$371K - $522K
|
6.75K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
6.67K+ 4.02% |
$367K - $516K
|
172K
$13.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.66KNew |
$366K - $515K
|
6.66K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56KNew |
$361K - $507K
|
6.56K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.52K+ 103.05% |
$358K - $504K
|
12.8K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$357K - $502K
|
6.5K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.49KNew |
$357K - $502K
|
6.49K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.47KNew |
$356K - $500K
|
6.47K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6.4K+ 20.38% |
$352K - $495K
|
37.8K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
6.4K+ 5.28% |
$352K - $495K
|
128K
$9.83M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.38K+ 31.86% |
$351K - $493K
|
26.4K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.28K+ 18.27% |
$345K - $486K
|
40.7K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.27KNew |
$345K - $485K
|
6.27K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.26KNew |
$344K - $484K
|
6.26K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$336K - $472K
|
6.11K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.1K+ 12.49% |
$336K - $472K
|
55K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.1K+ 13.87% |
$335K - $472K
|
50.1K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.08K+ 87.43% |
$334K - $470K
|
13K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.08K+ 6.77% |
$334K - $470K
|
95.8K
$7.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06KNew |
$333K - $468K
|
6.06K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
6.03KNew |
$331K - $466K
|
6.03K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.01K+ 30.11% |
$330K - $465K
|
26K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6K+ 20.0% |
$330K - $464K
|
36K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
5.98K+ 53.35% |
$329K - $462K
|
17.2K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.98K+ 120.72% |
$329K - $462K
|
10.9K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.97K+ 16.14% |
$328K - $462K
|
43K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
5.97KNew |
$328K - $462K
|
5.97K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.94K+ 0.39% |
$326K - $459K
|
1.54M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
5.89KNew |
$324K - $455K
|
5.89K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.88K+ 32.56% |
$323K - $455K
|
23.9K
$1.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.85KNew |
$322K - $452K
|
5.85K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.82KNew |
$320K - $450K
|
5.82K
$448K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.75KNew |
$316K - $445K
|
5.75K
$443K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.73K+ 54.43% |
$315K - $444K
|
16.3K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.72K+ 14.93% |
$314K - $442K
|
44K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.72K+ 1.7% |
$314K - $442K
|
341K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 1.86% |
$314K - $442K
|
313K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.7K+ 11.48% |
$314K - $441K
|
55.4K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.69KNew |
$313K - $440K
|
5.69K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.68K+ 5.1% |
$312K - $439K
|
117K
$9.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.62K+ 127.39% |
$309K - $435K
|
10K
$773K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.61K+ 21.3% |
$309K - $434K
|
32K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.55KNew |
$305K - $430K
|
5.55K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.5K+ 7.29% |
$302K - $425K
|
80.9K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$300K - $422K
|
5.45K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.43KNew |
$298K - $420K
|
5.43K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.42K+ 892.11% |
$298K - $420K
|
6.03K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$296K - $416K
|
5.38K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.33KNew |
$293K - $412K
|
5.33K
$411K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$403K
|