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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-142- 0.38% |
$8.01K - $8.85K
|
37K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-145- 1.39% |
$8.18K - $9.04K
|
10.3K
$800K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-145- 2.27% |
$8.18K - $9.04K
|
6.25K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 2.15% |
$8.18K - $9.04K
|
6.6K
$511K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-147- 0.03% |
$8.29K - $9.16K
|
438K
$34M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-147- 3.46% |
$8.29K - $9.16K
|
4.11K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-148- 0.75% |
$8.35K - $9.23K
|
19.6K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-148- 4.74% |
$8.35K - $9.23K
|
2.97K
$231K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-149- 23.84% |
$8.41K - $9.29K
|
476
$36.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-149- 4.0% |
$8.41K - $9.29K
|
3.58K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-149- 1.52% |
$8.41K - $9.29K
|
9.63K
$747K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
SELL
|
- |
-150- 2.96% |
$8.46K - $9.35K
|
4.91K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-150- 1.87% |
$8.46K - $9.35K
|
7.86K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-150- 1.73% |
$8.46K - $9.35K
|
8.53K
$662K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-155- 2.38% |
$8.74K - $9.66K
|
6.37K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-156- 0.76% |
$8.8K - $9.73K
|
20.4K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-157- 3.58% |
$8.86K - $9.79K
|
4.23K
$328K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-161- 7.95% |
$9.08K - $10K
|
1.86K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-162- 0.96% |
$9.14K - $10.1K
|
16.7K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-164- 1.17% |
$9.25K - $10.2K
|
13.9K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-164- 1.72% |
$9.25K - $10.2K
|
9.35K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-164- 1.88% |
$9.25K - $10.2K
|
8.57K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-164- 2.5% |
$9.25K - $10.2K
|
6.41K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-165- 16.79% |
$9.31K - $10.3K
|
818
$63.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-165- 0.18% |
$9.31K - $10.3K
|
93.2K
$7.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-166- 0.29% |
$9.36K - $10.3K
|
56.5K
$4.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-174- 2.6% |
$9.82K - $10.8K
|
6.53K
$506K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-174- 12.75% |
$9.82K - $10.8K
|
1.19K
$92.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-175- 4.16% |
$9.87K - $10.9K
|
4.03K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-177- 7.5% |
$9.98K - $11K
|
2.18K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-180- 7.26% |
$10.2K - $11.2K
|
2.3K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-185- 0.79% |
$10.4K - $11.5K
|
23.3K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-186- 11.5% |
$10.5K - $11.6K
|
1.43K
$111K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-187- 2.64% |
$10.5K - $11.7K
|
6.9K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-190- 3.84% |
$10.7K - $11.8K
|
4.76K
$369K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-190- 4.33% |
$10.7K - $11.8K
|
4.19K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-191- 5.07% |
$10.8K - $11.9K
|
3.58K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-191- 0.76% |
$10.8K - $11.9K
|
24.9K
$1.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-194- 2.37% |
$10.9K - $12.1K
|
8.01K
$621K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-195- 3.47% |
$11K - $12.2K
|
5.43K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-196- 0.61% |
$11.1K - $12.2K
|
31.8K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-197- 2.96% |
$11.1K - $12.3K
|
6.45K
$500K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-199- 2.22% |
$11.2K - $12.4K
|
8.78K
$681K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-200- 60.24% |
$11.3K - $12.5K
|
132
$10.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-200- 3.76% |
$11.3K - $12.5K
|
5.12K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-200- 3.96% |
$11.3K - $12.5K
|
4.85K
$376K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-201- 2.76% |
$11.3K - $12.5K
|
7.09K
$550K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-210- 3.87% |
$11.8K - $13.1K
|
5.21K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$19.8K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-217- 56.66% |
$12.2K - $13.5K
|
166
$12.9K
|