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 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-645- 0.65% |
$36.4K - $40.2K
|
98.2K
$8.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-648- 7.9% |
$36.6K - $40.4K
|
7.55K
$630K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-648- 4.55% |
$36.6K - $40.4K
|
13.6K
$1.13M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-651- 2.65% |
$36.7K - $40.6K
|
23.9K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-661- 0.56% |
$37.3K - $41.2K
|
118K
$9.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-666- 6.33% |
$37.6K - $41.5K
|
9.85K
$822K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-668- 5.52% |
$37.7K - $41.6K
|
11.4K
$953K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-669- 10.43% |
$37.7K - $41.7K
|
5.75K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-675- 2.47% |
$38.1K - $42.1K
|
26.6K
$2.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-680- 9.45% |
$38.4K - $42.4K
|
6.51K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-694- 2.76% |
$39.1K - $43.3K
|
24.5K
$2.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-700- 4.38% |
$39.5K - $43.6K
|
15.3K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 4.42% |
$39.5K - $43.6K
|
15.1K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-700- 2.63% |
$39.5K - $43.6K
|
25.9K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-700- 1.91% |
$39.5K - $43.6K
|
35.9K
$2.99M
|
|
|
Feb 05, 2025
Q2 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-700- 7.34% |
$39.5K - $43.6K
|
8.84K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-701- 23.73% |
$39.5K - $43.7K
|
2.25K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-702- 6.56% |
$39.6K - $43.8K
|
10K
$835K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-713- 14.75% |
$40.2K - $44.4K
|
4.12K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-719- 3.07% |
$40.6K - $44.8K
|
22.7K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-720- 34.88% |
$40.6K - $44.9K
|
1.34K
$112K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-720- 1.32% |
$40.6K - $44.9K
|
53.9K
$4.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-724- 3.78% |
$40.8K - $45.1K
|
18.4K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-726- 1.64% |
$41K - $45.3K
|
43.6K
$3.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-750- 18.2% |
$42.3K - $46.8K
|
3.37K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-750- 1.31% |
$42.3K - $46.8K
|
56.6K
$4.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-771- 7.74% |
$43.5K - $48.1K
|
9.19K
$767K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-776- 0.91% |
$43.8K - $48.4K
|
84.3K
$7.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-787- 1.54% |
$44.4K - $49.1K
|
50.3K
$4.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-794- 3.85% |
$44.8K - $49.5K
|
19.8K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-794- 8.19% |
$44.8K - $49.5K
|
8.9K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-796- 13.98% |
$44.9K - $49.6K
|
4.9K
$409K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-797- 19.73% |
$45K - $49.7K
|
3.24K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-811- 17.44% |
$45.7K - $50.6K
|
3.84K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-819- 3.62% |
$46.2K - $51.1K
|
21.8K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-822- 27.76% |
$46.4K - $51.2K
|
2.14K
$178K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-824- 4.95% |
$46.5K - $51.4K
|
15.8K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-832- 8.2% |
$46.9K - $51.9K
|
9.31K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-834- 3.09% |
$47K - $52K
|
26.2K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-839- 4.08% |
$47.3K - $52.3K
|
19.7K
$1.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-850- 2.37% |
$47.9K - $53K
|
35K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-850- 9.34% |
$47.9K - $53K
|
8.26K
$689K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-852- 2.27% |
$48.1K - $53.1K
|
36.7K
$3.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-859- 7.7% |
$48.5K - $53.6K
|
10.3K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-862- 4.11% |
$48.6K - $53.7K
|
20.1K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-870- 2.83% |
$49.1K - $54.2K
|
29.9K
$2.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-875- 2.62% |
$49.4K - $54.5K
|
32.5K
$2.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-888- 5.75% |
$50.1K - $55.4K
|
14.6K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-900- 12.68% |
$50.8K - $56.1K
|
6.2K
$517K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-900- 5.68% |
$50.8K - $56.1K
|
15K
$1.25M
|