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 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.33K- 1.86% |
$188K - $208K
|
176K
$13.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.34K- 15.32% |
$188K - $208K
|
18.4K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.4K- 17.82% |
$192K - $212K
|
15.7K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.41K- 17.53% |
$193K - $213K
|
16.1K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.42K- 19.09% |
$193K - $213K
|
14.5K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.43K- 6.1% |
$193K - $214K
|
52.8K
$4.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-3.45K- 2.78% |
$195K - $215K
|
121K
$9.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.46K- 2.58% |
$195K - $216K
|
131K
$10.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.46K- 3.95% |
$195K - $216K
|
84.3K
$6.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.51K- 7.62% |
$198K - $219K
|
42.6K
$3.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.51K- 39.7% |
$198K - $219K
|
5.33K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-3.55K- 1.54% |
$200K - $221K
|
227K
$17.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.57K- 6.29% |
$201K - $222K
|
53.1K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.6K- 6.62% |
$203K - $224K
|
50.8K
$3.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.61K- 7.04% |
$203K - $225K
|
47.6K
$3.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.62K- 4.36% |
$204K - $225K
|
79.4K
$6.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.79K- 10.49% |
$214K - $236K
|
32.3K
$2.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-3.87K- 5.81% |
$218K - $241K
|
62.6K
$4.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.93K- 6.23% |
$222K - $245K
|
59.2K
$4.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-3.95K- 10.07% |
$223K - $246K
|
35.3K
$2.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.95K- 3.79% |
$223K - $246K
|
100K
$7.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
SELL
|
- |
-4K- 18.18% |
$226K - $249K
|
18K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-4K- 54.09% |
$226K - $250K
|
3.4K
$263K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.03K- 1.09% |
$227K - $251K
|
364K
$28.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.03K- 11.56% |
$227K - $251K
|
30.8K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.06K- 12.34% |
$229K - $253K
|
28.8K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.06K- 3.58% |
$229K - $253K
|
109K
$8.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-4.17K- 26.6% |
$235K - $260K
|
11.5K
$892K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.19K- 0.99% |
$236K - $261K
|
418K
$32.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.24K- 3.38% |
$239K - $264K
|
121K
$9.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.25K- 24.2% |
$240K - $265K
|
13.3K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.27K- 87.32% |
$241K - $266K
|
620
$48.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-4.28K- 17.88% |
$241K - $267K
|
19.7K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.28K- 4.04% |
$242K - $267K
|
102K
$7.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.31K- 3.01% |
$243K - $269K
|
139K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.32K- 19.58% |
$244K - $269K
|
17.7K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.35K- 2.98% |
$245K - $271K
|
141K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.43K- 1.74% |
$250K - $276K
|
250K
$19.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.44K- 1.23% |
$250K - $277K
|
358K
$27.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.48K- 20.97% |
$253K - $279K
|
16.9K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.48K- 6.97% |
$253K - $279K
|
59.9K
$4.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.49K- 2.47% |
$253K - $280K
|
177K
$13.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.49K- 6.95% |
$253K - $280K
|
60.1K
$4.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.53K- 8.03% |
$256K - $283K
|
52K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.55K- 91.92% |
$257K - $284K
|
400
$31K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.64K- 5.3% |
$262K - $289K
|
82.9K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 2.15% |
$271K - $299K
|
218K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.87K- 0.63% |
$274K - $303K
|
772K
$59.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.87K- 20.97% |
$275K - $303K
|
18.4K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.94K- 6.0% |
$278K - $308K
|
77.4K
$6M
|