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 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-69- 0.08% |
$3.89K - $4.3K
|
90.7K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-70- 1.13% |
$3.95K - $4.36K
|
6.13K
$427K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-71- 0.16% |
$4.01K - $4.43K
|
45K
$3.14M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 0.3% |
$4.17K - $4.61K
|
24.4K
$1.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-74- 0.5% |
$4.17K - $4.61K
|
14.7K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 1.29% |
$4.23K - $4.68K
|
5.75K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-75- 0.24% |
$4.23K - $4.68K
|
31.5K
$2.2M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-76- 1.6% |
$4.29K - $4.74K
|
4.68K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-76- 0.97% |
$4.29K - $4.74K
|
7.75K
$541K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 42.86% |
$4.4K - $4.86K
|
104
$7.25K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-79- 0.67% |
$4.46K - $4.92K
|
11.7K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-79- 3.99% |
$4.46K - $4.92K
|
1.9K
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-81- 0.57% |
$4.57K - $5.05K
|
14.1K
$986K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-82- 1.33% |
$4.63K - $5.11K
|
6.06K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-84- 1.21% |
$4.74K - $5.24K
|
6.83K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-86- 0.88% |
$4.85K - $5.36K
|
9.72K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-87- 2.04% |
$4.91K - $5.42K
|
4.18K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-87- 0.23% |
$4.91K - $5.42K
|
37.5K
$2.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-88- 0.34% |
$4.96K - $5.49K
|
25.7K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-93- 0.45% |
$5.25K - $5.8K
|
20.4K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-93- 0.16% |
$5.25K - $5.8K
|
58.7K
$4.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-93- 1.83% |
$5.25K - $5.8K
|
4.98K
$347K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-94- 0.5% |
$5.3K - $5.86K
|
18.7K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-94- 0.21% |
$5.3K - $5.86K
|
44.1K
$3.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-95- 0.18% |
$5.36K - $5.92K
|
53.2K
$3.71M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-95- 2.32% |
$5.36K - $5.92K
|
4K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-95- 7.01% |
$5.36K - $5.92K
|
1.26K
$87.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-96- 1.08% |
$5.42K - $5.98K
|
8.82K
$615K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.3% |
$5.64K - $6.23K
|
4.25K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.53% |
$5.64K - $6.23K
|
6.42K
$448K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.04% |
$5.64K - $6.23K
|
9.48K
$661K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-100- 0.55% |
$5.64K - $6.23K
|
18.2K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100- 1.35% |
$5.64K - $6.23K
|
7.3K
$509K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 1.0% |
$5.64K - $6.23K
|
9.9K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 3.08% |
$5.64K - $6.23K
|
3.15K
$220K
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-102- 0.6% |
$5.75K - $6.36K
|
16.8K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-103- 0.72% |
$5.81K - $6.42K
|
14.3K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-104- 0.2% |
$5.87K - $6.48K
|
51.5K
$3.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-112- 1.92% |
$6.32K - $6.98K
|
5.71K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-112- 0.68% |
$6.32K - $6.98K
|
16.3K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-113- 0.18% |
$6.37K - $7.04K
|
62.7K
$4.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-114- 27.87% |
$6.43K - $7.11K
|
295
$20.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-116- 13.73% |
$6.54K - $7.23K
|
729
$50.8K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-116- 2.84% |
$6.54K - $7.23K
|
3.96K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-119- 1.56% |
$6.71K - $7.42K
|
7.5K
$523K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-119- 2.85% |
$6.71K - $7.42K
|
4.06K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-120- 4.12% |
$6.77K - $7.48K
|
2.79K
$195K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-120- 2.72% |
$6.77K - $7.48K
|
4.3K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-122- 3.02% |
$6.88K - $7.61K
|
3.92K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-123- 0.23% |
$6.94K - $7.67K
|
53.1K
$3.7M
|