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 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-197- 2.96% |
$11.1K - $12.3K
|
6.45K
$450K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-199- 2.22% |
$11.2K - $12.4K
|
8.78K
$612K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-200- 60.24% |
$11.3K - $12.5K
|
132
$9.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-200- 3.76% |
$11.3K - $12.5K
|
5.12K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-200- 3.96% |
$11.3K - $12.5K
|
4.85K
$338K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-201- 2.76% |
$11.3K - $12.5K
|
7.09K
$494K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-210- 3.87% |
$11.8K - $13.1K
|
5.21K
$363K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$17.8K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-217- 56.66% |
$12.2K - $13.5K
|
166
$11.6K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-220- 5.3% |
$12.4K - $13.7K
|
3.93K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-221- 0.51% |
$12.5K - $13.8K
|
43.3K
$3.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-224- 2.83% |
$12.6K - $14K
|
7.7K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-225- 2.67% |
$12.7K - $14K
|
8.2K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-225- 1.16% |
$12.7K - $14K
|
19.2K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-225- 1.44% |
$12.7K - $14K
|
15.4K
$1.07M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-225- 5.09% |
$12.7K - $14K
|
4.2K
$293K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-226- 55.94% |
$12.7K - $14.1K
|
178
$12.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-233- 4.69% |
$13.1K - $14.5K
|
4.74K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-234- 3.03% |
$13.2K - $14.6K
|
7.49K
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-241- 4.27% |
$13.6K - $15K
|
5.4K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-243- 0.81% |
$13.7K - $15.1K
|
29.8K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-246- 5.94% |
$13.9K - $15.3K
|
3.9K
$272K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-249- 5.37% |
$14K - $15.5K
|
4.39K
$306K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 6.89% |
$14.1K - $15.6K
|
3.38K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-250- 10.7% |
$14.1K - $15.6K
|
2.09K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-250- 3.46% |
$14.1K - $15.6K
|
6.98K
$487K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-252- 1.92% |
$14.2K - $15.7K
|
12.9K
$899K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-255- 1.42% |
$14.4K - $15.9K
|
17.7K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-256- 32.86% |
$14.4K - $16K
|
523
$36.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-256- 2.51% |
$14.4K - $16K
|
9.95K
$694K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-264- 0.26% |
$14.9K - $16.5K
|
101K
$7.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-265- 2.61% |
$14.9K - $16.5K
|
9.89K
$689K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-266- 17.79% |
$15K - $16.6K
|
1.23K
$85.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-269- 1.0% |
$15.2K - $16.8K
|
26.5K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-275- 4.67% |
$15.5K - $17.1K
|
5.61K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-280- 4.46% |
$15.8K - $17.5K
|
5.99K
$418K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-281- 0.61% |
$15.9K - $17.5K
|
46K
$3.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-284- 1.64% |
$16K - $17.7K
|
17.1K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-284- 6.98% |
$16K - $17.7K
|
3.78K
$264K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-285- 0.23% |
$16.1K - $17.8K
|
126K
$8.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-288- 6.18% |
$16.2K - $18K
|
4.37K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-294- 0.78% |
$16.6K - $18.3K
|
37.6K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-295- 7.14% |
$16.6K - $18.4K
|
3.84K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-295- 1.09% |
$16.6K - $18.4K
|
26.7K
$1.86M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-295- 7.4% |
$16.6K - $18.4K
|
3.69K
$258K
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-300- 0.79% |
$16.9K - $18.7K
|
37.7K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-300- 6.52% |
$16.9K - $18.7K
|
4.3K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-308- 1.52% |
$17.4K - $19.2K
|
19.9K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-309- 1.02% |
$17.4K - $19.3K
|
30K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-310- 5.81% |
$17.5K - $19.3K
|
5.03K
$351K
|