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 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 11.49% |
$959 - $1.06K
|
131
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-18- 0.08% |
$1.02K - $1.12K
|
22.8K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.27% |
$1.07K - $1.18K
|
7.08K
$554K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-22- 0.18% |
$1.24K - $1.37K
|
12.4K
$974K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.26% |
$1.35K - $1.5K
|
9.31K
$729K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-24- 0.38% |
$1.35K - $1.5K
|
6.24K
$489K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-27- 0.52% |
$1.52K - $1.68K
|
5.13K
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-28- 0.41% |
$1.58K - $1.75K
|
6.78K
$532K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-29- 0.78% |
$1.64K - $1.81K
|
3.68K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-30- 0.39% |
$1.69K - $1.87K
|
7.7K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 0.84% |
$1.69K - $1.87K
|
3.55K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-30- 0.42% |
$1.69K - $1.87K
|
7.05K
$553K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31- 1.19% |
$1.75K - $1.93K
|
2.58K
$202K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-31- 0.37% |
$1.75K - $1.93K
|
8.25K
$647K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 0.23% |
$1.75K - $1.93K
|
13.5K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-33- 0.93% |
$1.86K - $2.06K
|
3.51K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-34- 0.27% |
$1.92K - $2.12K
|
12.3K
$968K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-34- 0.29% |
$1.92K - $2.12K
|
11.6K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-35- 0.16% |
$1.97K - $2.18K
|
22.3K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-35- 0.28% |
$1.97K - $2.18K
|
12.6K
$987K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.09% |
$2.03K - $2.24K
|
37.9K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-38- 0.52% |
$2.14K - $2.37K
|
7.22K
$565K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-48- 1.21% |
$2.71K - $2.99K
|
3.92K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-48- 0.33% |
$2.71K - $2.99K
|
14.7K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-48- 12.8% |
$2.71K - $2.99K
|
327
$25.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-49- 1.26% |
$2.76K - $3.05K
|
3.85K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-50- 0.58% |
$2.82K - $3.12K
|
8.51K
$667K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 0.37% |
$2.82K - $3.12K
|
13.6K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-51- 1.05% |
$2.88K - $3.18K
|
4.81K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-51- 0.34% |
$2.88K - $3.18K
|
15.1K
$1.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-53- 0.59% |
$2.99K - $3.3K
|
8.98K
$703K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-54- 1.52% |
$3.05K - $3.37K
|
3.51K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-55- 0.27% |
$3.1K - $3.43K
|
20.5K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-57- 3.59% |
$3.22K - $3.55K
|
1.53K
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-58- 1.01% |
$3.27K - $3.62K
|
5.71K
$447K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$311K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-60- 1.01% |
$3.38K - $3.74K
|
5.85K
$459K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 1.69% |
$3.44K - $3.8K
|
3.55K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-63- 3.24% |
$3.55K - $3.93K
|
1.88K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-64- 0.38% |
$3.61K - $3.99K
|
16.8K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-65- 0.53% |
$3.67K - $4.05K
|
12.2K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-67- 0.4% |
$3.78K - $4.18K
|
16.9K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-68- 5.36% |
$3.84K - $4.24K
|
1.2K
$94K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-69- 0.08% |
$3.89K - $4.3K
|
90.7K
$7.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-70- 1.13% |
$3.95K - $4.36K
|
6.13K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-71- 0.16% |
$4.01K - $4.43K
|
45K
$3.53M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 0.3% |
$4.17K - $4.61K
|
24.4K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-74- 0.5% |
$4.17K - $4.61K
|
14.7K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 1.29% |
$4.23K - $4.68K
|
5.75K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-75- 0.24% |
$4.23K - $4.68K
|
31.5K
$2.47M
|