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 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-700- 2.63% |
$39.5K - $43.6K
|
25.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-700- 1.91% |
$39.5K - $43.6K
|
35.9K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-701- 23.73% |
$39.5K - $43.7K
|
2.25K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-702- 6.56% |
$39.6K - $43.8K
|
10K
$789K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-713- 14.75% |
$40.2K - $44.4K
|
4.12K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-719- 3.07% |
$40.6K - $44.8K
|
22.7K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-720- 34.88% |
$40.6K - $44.9K
|
1.34K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-720- 1.32% |
$40.6K - $44.9K
|
53.9K
$4.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-724- 3.78% |
$40.8K - $45.1K
|
18.4K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-726- 1.64% |
$41K - $45.3K
|
43.6K
$3.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-750- 18.2% |
$42.3K - $46.8K
|
3.37K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-750- 1.31% |
$42.3K - $46.8K
|
56.6K
$4.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-771- 7.74% |
$43.5K - $48.1K
|
9.19K
$725K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-776- 0.91% |
$43.8K - $48.4K
|
84.3K
$6.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-787- 1.54% |
$44.4K - $49.1K
|
50.3K
$3.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-794- 3.85% |
$44.8K - $49.5K
|
19.8K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-794- 8.19% |
$44.8K - $49.5K
|
8.9K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-796- 13.98% |
$44.9K - $49.6K
|
4.9K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-797- 19.73% |
$45K - $49.7K
|
3.24K
$256K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-811- 17.44% |
$45.7K - $50.6K
|
3.84K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-819- 3.62% |
$46.2K - $51.1K
|
21.8K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-822- 27.76% |
$46.4K - $51.2K
|
2.14K
$169K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-824- 4.95% |
$46.5K - $51.4K
|
15.8K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-832- 8.2% |
$46.9K - $51.9K
|
9.31K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-834- 3.09% |
$47K - $52K
|
26.2K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-839- 4.08% |
$47.3K - $52.3K
|
19.7K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-850- 2.37% |
$47.9K - $53K
|
35K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-850- 9.34% |
$47.9K - $53K
|
8.26K
$651K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-852- 2.27% |
$48.1K - $53.1K
|
36.7K
$2.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-859- 7.7% |
$48.5K - $53.6K
|
10.3K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-862- 4.11% |
$48.6K - $53.7K
|
20.1K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-870- 2.83% |
$49.1K - $54.2K
|
29.9K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-875- 2.62% |
$49.4K - $54.5K
|
32.5K
$2.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-888- 5.75% |
$50.1K - $55.4K
|
14.6K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-900- 12.68% |
$50.8K - $56.1K
|
6.2K
$489K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-900- 5.68% |
$50.8K - $56.1K
|
15K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-902- 5.75% |
$50.9K - $56.2K
|
14.8K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-905- 1.0% |
$51.1K - $56.4K
|
89.9K
$7.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-909- 3.02% |
$51.3K - $56.7K
|
29.2K
$2.3M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-918- 4.43% |
$51.8K - $57.2K
|
19.8K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-926- 19.02% |
$52.2K - $57.7K
|
3.94K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-926- 1.3% |
$52.2K - $57.7K
|
70.5K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-931- 5.96% |
$52.5K - $58K
|
14.7K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-946- 16.05% |
$53.4K - $59K
|
4.95K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-964- 11.18% |
$54.4K - $60.1K
|
7.66K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-965- 14.78% |
$54.4K - $60.2K
|
5.56K
$438K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-972- 0.74% |
$54.8K - $60.6K
|
131K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-980- 4.92% |
$55.3K - $61.1K
|
18.9K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-980- 2.36% |
$55.3K - $61.1K
|
40.6K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-986- 2.4% |
$55.6K - $61.5K
|
40.1K
$3.16M
|