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 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.35K- 2.98% |
$245K - $271K
|
141K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.43K- 1.74% |
$250K - $276K
|
250K
$18.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-4.44K- 1.23% |
$250K - $277K
|
358K
$26.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.48K- 20.97% |
$253K - $279K
|
16.9K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.48K- 6.97% |
$253K - $279K
|
59.9K
$4.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.49K- 2.47% |
$253K - $280K
|
177K
$13.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.49K- 6.95% |
$253K - $280K
|
60.1K
$4.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.53K- 8.03% |
$256K - $283K
|
52K
$3.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-4.55K- 91.92% |
$257K - $284K
|
400
$29.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.64K- 5.3% |
$262K - $289K
|
82.9K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-4.8K- 2.15% |
$271K - $299K
|
218K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.87K- 0.63% |
$274K - $303K
|
772K
$57.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.87K- 20.97% |
$275K - $303K
|
18.4K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.94K- 6.0% |
$278K - $308K
|
77.4K
$5.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-4.95K- 21.64% |
$279K - $309K
|
17.9K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5K- 12.68% |
$282K - $312K
|
34.4K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$16.2M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$16.2M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.03K- 14.5% |
$284K - $314K
|
29.7K
$2.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-5.05K- 18.57% |
$285K - $315K
|
22.2K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.2K- 3.87% |
$293K - $324K
|
129K
$9.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-5.21K- 7.78% |
$294K - $325K
|
61.8K
$4.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.23K- 41.77% |
$295K - $326K
|
7.3K
$545K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.4K- 0.88% |
$305K - $337K
|
611K
$45.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.48K- 14.86% |
$309K - $342K
|
31.4K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.49K- 12.34% |
$310K - $342K
|
39K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.51K- 11.53% |
$311K - $343K
|
42.3K
$3.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.55K- 7.43% |
$313K - $346K
|
69.1K
$5.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 11.59% |
$316K - $349K
|
42.7K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.67K- 36.31% |
$320K - $353K
|
9.94K
$742K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.69K- 10.03% |
$321K - $355K
|
51.1K
$3.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-5.71K- 30.04% |
$322K - $356K
|
13.3K
$994K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-5.72K- 38.09% |
$323K - $356K
|
9.29K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5.76KClosed |
$325K - $359K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-5.8K- 4.5% |
$327K - $362K
|
123K
$9.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.88K- 2.1% |
$332K - $366K
|
274K
$20.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 14.96% |
$338K - $374K
|
34.1K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6.08K- 7.66% |
$343K - $379K
|
73.3K
$5.48M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.12K- 47.46% |
$345K - $382K
|
6.78K
$507K
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6.18K- 33.88% |
$349K - $385K
|
12.1K
$902K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.32K- 15.29% |
$356K - $394K
|
35K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6.32K- 5.32% |
$356K - $394K
|
112K
$8.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.39K- 26.36% |
$360K - $398K
|
17.8K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.51K- 0.29% |
$367K - $406K
|
2.23M
$166M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.54K- 49.38% |
$369K - $407K
|
6.7K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.6K- 77.57% |
$372K - $411K
|
1.91K
$143K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.6K- 7.95% |
$372K - $411K
|
76.4K
$5.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6.84K- 7.14% |
$386K - $426K
|
89K
$6.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6.95K- 4.55% |
$392K - $433K
|
146K
$10.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7.06K- 1.24% |
$398K - $440K
|
564K
$42.2M
|