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 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-460- 0.46% |
$25.9K - $28.7K
|
99.7K
$6.95M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-463- 4.62% |
$26.1K - $28.9K
|
9.56K
$666K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-469- 2.65% |
$26.5K - $29.2K
|
17.2K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-473- 0.06% |
$26.7K - $29.5K
|
812K
$56.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-474- 2.59% |
$26.7K - $29.5K
|
17.8K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-491- 1.66% |
$27.7K - $30.6K
|
29K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-492- 2.45% |
$27.8K - $30.7K
|
19.6K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-497- 25.4% |
$28K - $31K
|
1.46K
$102K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-500- 11.15% |
$28.2K - $31.2K
|
3.99K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-500- 5.39% |
$28.2K - $31.2K
|
8.78K
$612K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-500- 0.35% |
$28.2K - $31.2K
|
143K
$9.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-500- 1.92% |
$28.2K - $31.2K
|
25.5K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-510- 4.79% |
$28.8K - $31.8K
|
10.1K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-514- 31.27% |
$29K - $32K
|
1.13K
$78.8K
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-516- 10.0% |
$29.1K - $32.2K
|
4.65K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-521- 0.98% |
$29.4K - $32.5K
|
52.5K
$3.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-522- 3.89% |
$29.4K - $32.5K
|
12.9K
$899K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-526- 10.81% |
$29.7K - $32.8K
|
4.34K
$302K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-529- 1.87% |
$29.8K - $33K
|
27.7K
$1.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-530- 10.12% |
$29.9K - $33K
|
4.71K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-530- 2.4% |
$29.9K - $33K
|
21.5K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-536- 1.17% |
$30.2K - $33.4K
|
45.4K
$3.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-545- 1.79% |
$30.7K - $34K
|
30K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-545- 14.84% |
$30.7K - $34K
|
3.13K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-547- 5.26% |
$30.9K - $34.1K
|
9.85K
$687K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-554- 4.19% |
$31.3K - $34.5K
|
12.7K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-558- 1.21% |
$31.5K - $34.8K
|
45.5K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-561- 6.09% |
$31.6K - $35K
|
8.65K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-565- 12.61% |
$31.9K - $35.2K
|
3.92K
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-567- 8.65% |
$32K - $35.3K
|
5.99K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-567- 10.3% |
$32K - $35.3K
|
4.94K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-569- 12.15% |
$32.1K - $35.5K
|
4.11K
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-579- 3.85% |
$32.7K - $36.1K
|
14.4K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-582- 0.83% |
$32.8K - $36.3K
|
69.5K
$4.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-589- 2.33% |
$33.2K - $36.7K
|
24.7K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
SELL
|
- |
-592- 4.54% |
$33.4K - $36.9K
|
12.5K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-592- 4.73% |
$33.4K - $36.9K
|
11.9K
$831K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-596- 11.59% |
$33.6K - $37.2K
|
4.55K
$317K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-599- 3.69% |
$33.8K - $37.3K
|
15.6K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-600- 2.44% |
$33.8K - $37.4K
|
24K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-600- 1.56% |
$33.8K - $37.4K
|
38K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-604- 2.59% |
$34.1K - $37.7K
|
22.7K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-612- 3.54% |
$34.5K - $38.2K
|
16.7K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-620- 3.74% |
$35K - $38.7K
|
16K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-641- 1.05% |
$36.2K - $40K
|
60.7K
$4.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-645- 0.65% |
$36.4K - $40.2K
|
98.2K
$6.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-648- 7.9% |
$36.6K - $40.4K
|
7.55K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-648- 4.55% |
$36.6K - $40.4K
|
13.6K
$948K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 2.65% |
$36.7K - $40.6K
|
23.9K
$1.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-661- 0.56% |
$37.3K - $41.2K
|
118K
$8.24M
|