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
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-300- 0.79% |
$16.9K - $18.7K
|
37.7K
$3.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-300- 6.52% |
$16.9K - $18.7K
|
4.3K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-308- 1.52% |
$17.4K - $19.2K
|
19.9K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-309- 1.02% |
$17.4K - $19.3K
|
30K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-310- 5.81% |
$17.5K - $19.3K
|
5.03K
$420K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-314- 1.79% |
$17.7K - $19.6K
|
17.2K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-314- 2.74% |
$17.7K - $19.6K
|
11.2K
$931K
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-315- 2.98% |
$17.8K - $19.6K
|
10.2K
$854K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-316- 1.97% |
$17.8K - $19.7K
|
15.8K
$1.32M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-320- 0.76% |
$18.1K - $19.9K
|
41.8K
$3.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-321- 2.97% |
$18.1K - $20K
|
10.5K
$876K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-322- 7.04% |
$18.2K - $20.1K
|
4.25K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-322- 0.59% |
$18.2K - $20.1K
|
53.9K
$4.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-323- 3.79% |
$18.2K - $20.1K
|
8.21K
$685K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-324- 4.09% |
$18.3K - $20.2K
|
7.59K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-324- 6.25% |
$18.3K - $20.2K
|
4.86K
$405K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-331- 2.88% |
$18.7K - $20.6K
|
11.2K
$930K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-332- 3.29% |
$18.7K - $20.7K
|
9.76K
$814K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-333- 6.76% |
$18.8K - $20.8K
|
4.59K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-338- 0.13% |
$19.1K - $21.1K
|
252K
$21M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-340- 6.01% |
$19.2K - $21.2K
|
5.32K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-340- 3.73% |
$19.2K - $21.2K
|
8.77K
$732K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-350- 3.0% |
$19.7K - $21.8K
|
11.3K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-351- 1.53% |
$19.8K - $21.9K
|
22.6K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-352- 11.11% |
$19.9K - $21.9K
|
2.82K
$235K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-354- 1.53% |
$20K - $22.1K
|
22.8K
$1.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-356- 1.53% |
$20.1K - $22.2K
|
22.9K
$1.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-358- 3.84% |
$20.2K - $22.3K
|
8.96K
$747K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-361- 8.41% |
$20.4K - $22.5K
|
3.93K
$328K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-366- 86.12% |
$20.6K - $22.8K
|
59
$4.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-367- 5.38% |
$20.7K - $22.9K
|
6.46K
$539K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-370- 7.08% |
$20.9K - $23.1K
|
4.85K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-382- 2.98% |
$21.5K - $23.8K
|
12.4K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-384- 4.96% |
$21.7K - $23.9K
|
7.37K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-387- 1.18% |
$21.8K - $24.1K
|
32.5K
$2.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-394- 7.76% |
$22.2K - $24.6K
|
4.68K
$391K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 2.35% |
$22.3K - $24.6K
|
16.4K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-398- 24.81% |
$22.5K - $24.8K
|
1.21K
$101K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-401- 1.92% |
$22.6K - $25K
|
20.5K
$1.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-402- 3.61% |
$22.7K - $25.1K
|
10.7K
$896K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-410- 5.46% |
$23.1K - $25.6K
|
7.1K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-413- 6.62% |
$23.3K - $25.7K
|
5.83K
$486K
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-416- 1.25% |
$23.5K - $25.9K
|
32.8K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-417- 6.9% |
$23.5K - $26K
|
5.63K
$470K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-418- 2.82% |
$23.6K - $26.1K
|
14.4K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-418- 5.06% |
$23.6K - $26.1K
|
7.84K
$654K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-424- 4.88% |
$23.9K - $26.4K
|
8.26K
$689K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-425- 4.03% |
$24K - $26.5K
|
10.1K
$844K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-431- 3.81% |
$24.3K - $26.9K
|
10.9K
$908K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-439- 3.09% |
$24.8K - $27.4K
|
13.8K
$1.15M
|