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 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 1.43% |
$167K - $185K
|
204K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-2.97K- 20.09% |
$168K - $185K
|
11.8K
$883K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.02K- 12.53% |
$170K - $188K
|
21.1K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.07K- 31.52% |
$173K - $191K
|
6.67K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.07K- 0.19% |
$173K - $191K
|
1.65M
$123M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.17K- 6.61% |
$179K - $198K
|
44.8K
$3.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.19K- 15.2% |
$180K - $199K
|
17.8K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.2K- 20.22% |
$180K - $199K
|
12.6K
$943K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.21K- 85.1% |
$181K - $200K
|
561
$41.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-3.24K- 5.92% |
$183K - $202K
|
51.6K
$3.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.25K- 2.85% |
$183K - $203K
|
111K
$8.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.28K- 12.96% |
$185K - $205K
|
22K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.29K- 18.53% |
$186K - $205K
|
14.5K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.3K- 3.6% |
$186K - $206K
|
88.4K
$6.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.33K- 1.86% |
$188K - $208K
|
176K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.34K- 15.32% |
$188K - $208K
|
18.4K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.4K- 17.82% |
$192K - $212K
|
15.7K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.41K- 17.53% |
$193K - $213K
|
16.1K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.42K- 19.09% |
$193K - $213K
|
14.5K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3.43K- 6.1% |
$193K - $214K
|
52.8K
$3.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Sicart Associates LLC
|
SELL
|
- |
-3.45K- 2.78% |
$195K - $215K
|
121K
$9.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.46K- 2.58% |
$195K - $216K
|
131K
$9.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.46K- 3.95% |
$195K - $216K
|
84.3K
$6.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.51K- 7.62% |
$198K - $219K
|
42.6K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.51K- 39.7% |
$198K - $219K
|
5.33K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-3.55K- 1.54% |
$200K - $221K
|
227K
$16.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.57K- 6.29% |
$201K - $222K
|
53.1K
$3.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.6K- 6.62% |
$203K - $224K
|
50.8K
$3.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.61K- 7.04% |
$203K - $225K
|
47.6K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.62K- 4.36% |
$204K - $225K
|
79.4K
$5.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.79K- 10.49% |
$214K - $236K
|
32.3K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-3.87K- 5.81% |
$218K - $241K
|
62.6K
$4.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-3.93K- 6.23% |
$222K - $245K
|
59.2K
$4.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-3.95K- 10.07% |
$223K - $246K
|
35.3K
$2.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.95K- 3.79% |
$223K - $246K
|
100K
$7.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Ruffer LLP
|
SELL
|
- |
-4K- 18.18% |
$226K - $249K
|
18K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-4K- 54.09% |
$226K - $250K
|
3.4K
$254K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.03K- 1.09% |
$227K - $251K
|
364K
$27.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.03K- 11.56% |
$227K - $251K
|
30.8K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.06K- 12.34% |
$229K - $253K
|
28.8K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.06K- 3.58% |
$229K - $253K
|
109K
$8.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-4.17K- 26.6% |
$235K - $260K
|
11.5K
$859K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.19K- 0.99% |
$236K - $261K
|
418K
$31.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.24K- 3.38% |
$239K - $264K
|
121K
$9.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.25K- 24.2% |
$240K - $265K
|
13.3K
$995K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.27K- 87.32% |
$241K - $266K
|
620
$46.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-4.28K- 17.88% |
$241K - $267K
|
19.7K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.28K- 4.04% |
$242K - $267K
|
102K
$7.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.31K- 3.01% |
$243K - $269K
|
139K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.32K- 19.58% |
$244K - $269K
|
17.7K
$1.33M
|