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 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2K- 14.29% |
$113K - $125K
|
12K
$837K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.07K- 11.0% |
$117K - $129K
|
16.8K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.1K- 11.11% |
$118K - $131K
|
16.8K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.1K- 10.96% |
$118K - $131K
|
17.1K
$1.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.1K- 4.6% |
$118K - $131K
|
43.6K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.12K- 2.34% |
$120K - $132K
|
88.4K
$6.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.14K- 5.66% |
$121K - $134K
|
35.8K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 8.39% |
$121K - $134K
|
23.5K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.17K- 1.45% |
$122K - $135K
|
147K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-2.2K- 4.78% |
$124K - $137K
|
43.8K
$3.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.21K- 5.47% |
$124K - $138K
|
38.1K
$2.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.22K- 7.42% |
$125K - $138K
|
27.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-2.22K- 2.05% |
$125K - $139K
|
106K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.23K- 10.84% |
$126K - $139K
|
18.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.24K- 3.7% |
$126K - $140K
|
58.3K
$4.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.26K- 36.93% |
$127K - $141K
|
3.86K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.26K- 3.79% |
$127K - $141K
|
57.4K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.31K- 2.74% |
$130K - $144K
|
82K
$5.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.32K- 2.19% |
$131K - $145K
|
103K
$7.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 1.66% |
$131K - $145K
|
138K
$9.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-2.33K- 22.61% |
$131K - $145K
|
7.97K
$556K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.34K- 4.94% |
$132K - $146K
|
45K
$3.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
SELL
|
- |
-2.37K- 3.74% |
$133K - $147K
|
61K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 1.96% |
$134K - $148K
|
119K
$8.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.4K- 4.65% |
$135K - $149K
|
49.1K
$3.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.43K- 5.29% |
$137K - $151K
|
43.5K
$3.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.44K- 0.81% |
$138K - $152K
|
299K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.48K- 14.14% |
$140K - $154K
|
15K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.49K- 10.97% |
$140K - $155K
|
20.2K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 11.25% |
$142K - $157K
|
19.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 34.02% |
$142K - $157K
|
4.88K
$341K
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.52K- 2.73% |
$142K - $157K
|
89.9K
$6.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.59K- 5.49% |
$146K - $162K
|
44.6K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.6K- 3.36% |
$147K - $162K
|
74.8K
$5.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.61K- 26.69% |
$147K - $163K
|
7.17K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-2.65K- 3.81% |
$149K - $165K
|
66.9K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-2.71K- 4.32% |
$153K - $169K
|
60K
$4.18M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.78K- 1.22% |
$157K - $173K
|
225K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.79K- 0.6% |
$157K - $174K
|
465K
$32.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.79K- 11.84% |
$157K - $174K
|
20.8K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.79K- 1.41% |
$158K - $174K
|
195K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.8K- 0.39% |
$158K - $175K
|
716K
$50M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.82K- 6.98% |
$159K - $176K
|
37.6K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.83K- 18.04% |
$160K - $176K
|
12.9K
$896K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.85K- 3.78% |
$161K - $178K
|
72.6K
$5.06M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.92K- 1.22% |
$165K - $182K
|
237K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.93K- 31.54% |
$165K - $182K
|
6.35K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-2.96K- 41.19% |
$167K - $184K
|
4.22K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 1.43% |
$167K - $185K
|
204K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-2.97K- 20.09% |
$168K - $185K
|
11.8K
$824K
|