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 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-324- 6.25% |
$18.3K - $20.2K
|
4.86K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-331- 2.88% |
$18.7K - $20.6K
|
11.2K
$865K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-332- 3.29% |
$18.7K - $20.7K
|
9.76K
$757K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-333- 6.76% |
$18.8K - $20.8K
|
4.59K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-338- 0.13% |
$19.1K - $21.1K
|
252K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-340- 6.01% |
$19.2K - $21.2K
|
5.32K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-340- 3.73% |
$19.2K - $21.2K
|
8.77K
$680K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-350- 3.0% |
$19.7K - $21.8K
|
11.3K
$876K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-351- 1.53% |
$19.8K - $21.9K
|
22.6K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-352- 11.11% |
$19.9K - $21.9K
|
2.82K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-354- 1.53% |
$20K - $22.1K
|
22.8K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-356- 1.53% |
$20.1K - $22.2K
|
22.9K
$1.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-358- 3.84% |
$20.2K - $22.3K
|
8.96K
$695K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-361- 8.41% |
$20.4K - $22.5K
|
3.93K
$305K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-366- 86.12% |
$20.6K - $22.8K
|
59
$4.57K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-367- 5.38% |
$20.7K - $22.9K
|
6.46K
$501K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-370- 7.08% |
$20.9K - $23.1K
|
4.85K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-382- 2.98% |
$21.5K - $23.8K
|
12.4K
$964K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-384- 4.96% |
$21.7K - $23.9K
|
7.37K
$571K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-387- 1.18% |
$21.8K - $24.1K
|
32.5K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-394- 7.76% |
$22.2K - $24.6K
|
4.68K
$363K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 2.35% |
$22.3K - $24.6K
|
16.4K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-398- 24.81% |
$22.5K - $24.8K
|
1.21K
$93.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-401- 1.92% |
$22.6K - $25K
|
20.5K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-402- 3.61% |
$22.7K - $25.1K
|
10.7K
$833K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-410- 5.46% |
$23.1K - $25.6K
|
7.1K
$551K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-413- 6.62% |
$23.3K - $25.7K
|
5.83K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-416- 1.25% |
$23.5K - $25.9K
|
32.8K
$2.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-417- 6.9% |
$23.5K - $26K
|
5.63K
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-418- 2.82% |
$23.6K - $26.1K
|
14.4K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-418- 5.06% |
$23.6K - $26.1K
|
7.84K
$608K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-424- 4.88% |
$23.9K - $26.4K
|
8.26K
$641K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-425- 4.03% |
$24K - $26.5K
|
10.1K
$784K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-431- 3.81% |
$24.3K - $26.9K
|
10.9K
$844K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-439- 3.09% |
$24.8K - $27.4K
|
13.8K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-450- 2.44% |
$25.4K - $28.1K
|
18K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-452- 4.89% |
$25.5K - $28.2K
|
8.79K
$681K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-456- 0.9% |
$25.7K - $28.4K
|
50.2K
$3.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-457- 4.96% |
$25.8K - $28.5K
|
8.75K
$679K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-458- 1.02% |
$25.8K - $28.6K
|
44.3K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-460- 0.46% |
$25.9K - $28.7K
|
99.7K
$7.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-463- 4.62% |
$26.1K - $28.9K
|
9.56K
$741K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-469- 2.65% |
$26.5K - $29.2K
|
17.2K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-473- 0.06% |
$26.7K - $29.5K
|
812K
$63M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-474- 2.59% |
$26.7K - $29.5K
|
17.8K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-491- 1.66% |
$27.7K - $30.6K
|
29K
$2.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-492- 2.45% |
$27.8K - $30.7K
|
19.6K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-497- 25.4% |
$28K - $31K
|
1.46K
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-500- 11.15% |
$28.2K - $31.2K
|
3.99K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-500- 5.39% |
$28.2K - $31.2K
|
8.78K
$680K
|