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 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-992- 9.93% |
$56K - $61.8K
|
9K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-994- 8.86% |
$56.1K - $62K
|
10.2K
$806K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-996- 0.51% |
$56.2K - $62.1K
|
193K
$15.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-1K- 50.0% |
$56.4K - $62.3K
|
1K
$78.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1K- 15.01% |
$56.4K - $62.3K
|
5.66K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-1.01K- 20.12% |
$56.7K - $62.7K
|
3.99K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.04K- 41.13% |
$58.5K - $64.6K
|
1.48K
$117K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 5.12% |
$58.7K - $64.8K
|
19.3K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-1.05K- 4.66% |
$58.9K - $65.1K
|
21.4K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.05K- 5.0% |
$59.2K - $65.5K
|
20K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.07K- 3.65% |
$60.6K - $67K
|
28.3K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.08K- 7.05% |
$60.9K - $67.3K
|
14.2K
$1.12M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.09K- 4.18% |
$61.3K - $67.7K
|
24.9K
$1.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.37% |
$61.3K - $67.7K
|
5.55K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.09K- 3.5% |
$61.4K - $67.9K
|
30K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 8.88% |
$61.8K - $68.3K
|
11.2K
$886K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.13K- 2.15% |
$63.5K - $70.2K
|
51.3K
$4.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.13K- 10.38% |
$63.7K - $70.4K
|
9.74K
$768K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.14K- 17.96% |
$64.5K - $71.3K
|
5.22K
$412K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.15K- 7.9% |
$64.8K - $71.6K
|
13.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.17K- 1.65% |
$65.7K - $72.6K
|
69.6K
$5.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.18K- 7.0% |
$66.3K - $73.2K
|
15.6K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.2K- 18.75% |
$67.7K - $74.8K
|
5.2K
$410K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.21K- 11.69% |
$68.2K - $75.4K
|
9.14K
$720K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.38% |
$68.4K - $75.6K
|
87K
$6.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.22K- 2.44% |
$68.8K - $76.1K
|
48.8K
$3.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.24K- 10.09% |
$69.8K - $77.2K
|
11K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 2.35% |
$70.6K - $78K
|
52K
$4.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.26K- 2.76% |
$71.1K - $78.5K
|
44.4K
$3.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.26K- 5.21% |
$71.2K - $78.7K
|
23K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.27K- 8.9% |
$71.8K - $79.4K
|
13K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 5.96% |
$73.1K - $80.8K
|
20.5K
$1.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.3K- 7.18% |
$73.3K - $81K
|
16.8K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.31K- 44.26% |
$73.9K - $81.7K
|
1.65K
$130K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.32K- 15.39% |
$74.5K - $82.3K
|
7.26K
$572K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.32K- 2.53% |
$74.5K - $82.3K
|
50.8K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 7.45% |
$74.9K - $82.8K
|
16.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 28.32% |
$75.5K - $83.4K
|
3.39K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.35K- 21.54% |
$76.1K - $84.1K
|
4.92K
$387K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.37K- 5.4% |
$77.5K - $85.6K
|
24.1K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.38K- 0.19% |
$77.6K - $85.7K
|
714K
$56.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 7.4% |
$77.8K - $86K
|
17.2K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.39K- 3.37% |
$78.2K - $86.4K
|
39.8K
$3.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.41K- 7.1% |
$79.5K - $87.9K
|
18.4K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.43K- 0.74% |
$80.5K - $89K
|
193K
$15.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 8.75% |
$80.8K - $89.3K
|
14.9K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 11.98% |
$80.9K - $89.4K
|
10.5K
$830K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.45K- 4.3% |
$81.8K - $90.4K
|
32.3K
$2.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.45K- 9.38% |
$81.9K - $90.5K
|
14K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.45K- 7.91% |
$81.9K - $90.5K
|
16.9K
$1.33M
|