Purchases and Sales Made in Q2 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-76- 1.6% |
$4.29K - $4.74K
|
4.68K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-76- 0.97% |
$4.29K - $4.74K
|
7.75K
$608K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 42.86% |
$4.4K - $4.86K
|
104
$8.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-79- 0.67% |
$4.46K - $4.92K
|
11.7K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-79- 3.99% |
$4.46K - $4.92K
|
1.9K
$149K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-81- 0.57% |
$4.57K - $5.05K
|
14.1K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-82- 1.33% |
$4.63K - $5.11K
|
6.06K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-84- 1.21% |
$4.74K - $5.24K
|
6.83K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-86- 0.88% |
$4.85K - $5.36K
|
9.72K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-87- 2.04% |
$4.91K - $5.42K
|
4.18K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-87- 0.23% |
$4.91K - $5.42K
|
37.5K
$2.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-88- 0.34% |
$4.96K - $5.49K
|
25.7K
$2.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-93- 0.45% |
$5.25K - $5.8K
|
20.4K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-93- 0.16% |
$5.25K - $5.8K
|
58.7K
$4.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-93- 1.83% |
$5.25K - $5.8K
|
4.98K
$390K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-94- 0.5% |
$5.3K - $5.86K
|
18.7K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-94- 0.21% |
$5.3K - $5.86K
|
44.1K
$3.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-95- 0.18% |
$5.36K - $5.92K
|
53.2K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-95- 2.32% |
$5.36K - $5.92K
|
4K
$313K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-95- 7.01% |
$5.36K - $5.92K
|
1.26K
$98.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-96- 1.08% |
$5.42K - $5.98K
|
8.82K
$691K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.3% |
$5.64K - $6.23K
|
4.25K
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.53% |
$5.64K - $6.23K
|
6.42K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.04% |
$5.64K - $6.23K
|
9.48K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-100- 0.55% |
$5.64K - $6.23K
|
18.2K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100- 1.35% |
$5.64K - $6.23K
|
7.3K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 1.0% |
$5.64K - $6.23K
|
9.9K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 3.08% |
$5.64K - $6.23K
|
3.15K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-102- 0.6% |
$5.75K - $6.36K
|
16.8K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-103- 0.72% |
$5.81K - $6.42K
|
14.3K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-104- 0.2% |
$5.87K - $6.48K
|
51.5K
$4.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-112- 1.92% |
$6.32K - $6.98K
|
5.71K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-112- 0.68% |
$6.32K - $6.98K
|
16.3K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-113- 0.18% |
$6.37K - $7.04K
|
62.7K
$4.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-114- 27.87% |
$6.43K - $7.11K
|
295
$23.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-116- 13.73% |
$6.54K - $7.23K
|
729
$57.1K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-116- 2.84% |
$6.54K - $7.23K
|
3.96K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-119- 1.56% |
$6.71K - $7.42K
|
7.5K
$588K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-119- 2.85% |
$6.71K - $7.42K
|
4.06K
$318K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-120- 4.12% |
$6.77K - $7.48K
|
2.79K
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-120- 2.72% |
$6.77K - $7.48K
|
4.3K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-122- 3.02% |
$6.88K - $7.61K
|
3.92K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-123- 0.23% |
$6.94K - $7.67K
|
53.1K
$4.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-124- 2.28% |
$6.99K - $7.73K
|
5.32K
$417K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-127- 0.62% |
$7.16K - $7.92K
|
20.3K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-127- 2.43% |
$7.16K - $7.92K
|
5.11K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-129- 0.78% |
$7.28K - $8.04K
|
16.3K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-131- 0.62% |
$7.39K - $8.17K
|
21.1K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-138- 0.45% |
$7.78K - $8.6K
|
30.7K
$2.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-140- 0.05% |
$7.9K - $8.73K
|
256K
$20M
|