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
|
Nbw Capital LLC
|
SELL
|
- |
-2.22K- 2.05% |
$125K - $139K
|
106K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.23K- 10.84% |
$126K - $139K
|
18.4K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.24K- 3.7% |
$126K - $140K
|
58.3K
$4.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.26K- 36.93% |
$127K - $141K
|
3.86K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.26K- 3.79% |
$127K - $141K
|
57.4K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.31K- 2.74% |
$130K - $144K
|
82K
$6.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.32K- 2.19% |
$131K - $145K
|
103K
$8.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 1.66% |
$131K - $145K
|
138K
$10.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-2.33K- 22.61% |
$131K - $145K
|
7.97K
$618K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.34K- 4.94% |
$132K - $146K
|
45K
$3.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2.37K- 3.74% |
$133K - $147K
|
61K
$4.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 1.96% |
$134K - $148K
|
119K
$9.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.4K- 4.65% |
$135K - $149K
|
49.1K
$3.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.43K- 5.29% |
$137K - $151K
|
43.5K
$3.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.44K- 0.81% |
$138K - $152K
|
299K
$23.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.48K- 14.14% |
$140K - $154K
|
15K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.49K- 10.97% |
$140K - $155K
|
20.2K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 11.25% |
$142K - $157K
|
19.9K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 34.02% |
$142K - $157K
|
4.88K
$379K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.52K- 2.73% |
$142K - $157K
|
89.9K
$6.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.59K- 5.49% |
$146K - $162K
|
44.6K
$3.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.6K- 3.36% |
$147K - $162K
|
74.8K
$5.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.61K- 26.69% |
$147K - $163K
|
7.17K
$556K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.65K- 3.81% |
$149K - $165K
|
66.9K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-2.71K- 4.32% |
$153K - $169K
|
60K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.78K- 1.22% |
$157K - $173K
|
225K
$17.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.79K- 0.6% |
$157K - $174K
|
465K
$36.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.79K- 11.84% |
$157K - $174K
|
20.8K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.79K- 1.41% |
$158K - $174K
|
195K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.8K- 0.39% |
$158K - $175K
|
716K
$55.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.82K- 6.98% |
$159K - $176K
|
37.6K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.83K- 18.04% |
$160K - $176K
|
12.9K
$996K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.85K- 3.78% |
$161K - $178K
|
72.6K
$5.63M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.92K- 1.22% |
$165K - $182K
|
237K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 31.54% |
$165K - $182K
|
6.35K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-2.96K- 41.19% |
$167K - $184K
|
4.22K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 1.43% |
$167K - $185K
|
204K
$15.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-2.97K- 20.09% |
$168K - $185K
|
11.8K
$917K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.02K- 12.53% |
$170K - $188K
|
21.1K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.07K- 31.52% |
$173K - $191K
|
6.67K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.07K- 0.19% |
$173K - $191K
|
1.65M
$128M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.17K- 6.61% |
$179K - $198K
|
44.8K
$3.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.19K- 15.2% |
$180K - $199K
|
17.8K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.2K- 20.22% |
$180K - $199K
|
12.6K
$978K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.21K- 85.1% |
$181K - $200K
|
561
$43.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.24K- 5.92% |
$183K - $202K
|
51.6K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.25K- 2.85% |
$183K - $203K
|
111K
$8.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.28K- 12.96% |
$185K - $205K
|
22K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.29K- 18.53% |
$186K - $205K
|
14.5K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.3K- 3.6% |
$186K - $206K
|
88.4K
$6.85M
|