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 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-4.95K- 21.64% |
$279K - $309K
|
17.9K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5K- 12.68% |
$282K - $312K
|
34.4K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$16.8M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$16.8M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.03K- 14.5% |
$284K - $314K
|
29.7K
$2.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-5.05K- 18.57% |
$285K - $315K
|
22.2K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.2K- 3.87% |
$293K - $324K
|
129K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-5.21K- 7.78% |
$294K - $325K
|
61.8K
$4.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.23K- 41.77% |
$295K - $326K
|
7.3K
$566K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.4K- 0.88% |
$305K - $337K
|
611K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-5.48K- 14.86% |
$309K - $342K
|
31.4K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.49K- 12.34% |
$310K - $342K
|
39K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.51K- 11.53% |
$311K - $343K
|
42.3K
$3.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.55K- 7.43% |
$313K - $346K
|
69.1K
$5.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 11.59% |
$316K - $349K
|
42.7K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.67K- 36.31% |
$320K - $353K
|
9.94K
$771K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.69K- 10.03% |
$321K - $355K
|
51.1K
$3.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-5.71K- 30.04% |
$322K - $356K
|
13.3K
$1.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-5.72K- 38.09% |
$323K - $356K
|
9.29K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5.76KClosed |
$325K - $359K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-5.8K- 4.5% |
$327K - $362K
|
123K
$9.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.88K- 2.1% |
$332K - $366K
|
274K
$21.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 14.96% |
$338K - $374K
|
34.1K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6.08K- 7.66% |
$343K - $379K
|
73.3K
$5.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-6.18K- 33.88% |
$349K - $385K
|
12.1K
$936K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.32K- 15.29% |
$356K - $394K
|
35K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6.32K- 5.32% |
$356K - $394K
|
112K
$8.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.39K- 26.36% |
$360K - $398K
|
17.8K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.51K- 0.29% |
$367K - $406K
|
2.23M
$173M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6.54K- 49.38% |
$369K - $407K
|
6.7K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.6K- 77.57% |
$372K - $411K
|
1.91K
$148K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.6K- 7.95% |
$372K - $411K
|
76.4K
$5.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6.84K- 7.14% |
$386K - $426K
|
89K
$6.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6.95K- 4.55% |
$392K - $433K
|
146K
$11.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7.06K- 1.24% |
$398K - $440K
|
564K
$43.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-7.13K- 5.88% |
$402K - $445K
|
114K
$8.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.25K- 12.1% |
$409K - $452K
|
52.7K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.26K- 10.01% |
$410K - $453K
|
65.3K
$5.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.3K- 7.9% |
$412K - $455K
|
85.1K
$6.6M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-7.33K- 18.53% |
$413K - $457K
|
32.2K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.37K- 1.08% |
$416K - $460K
|
677K
$52.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-7.4K- 37.54% |
$417K - $461K
|
12.3K
$955K
|
|
|
Jul 29, 2024
Q2 2024
|
Eos Management, L.P.
|
SELL
|
- |
-7.5K- 27.27% |
$423K - $468K
|
20K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.51K- 89.07% |
$423K - $468K
|
921
$71.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.56K- 16.98% |
$427K - $471K
|
37K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.65K- 4.82% |
$431K - $477K
|
151K
$11.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.66K- 7.91% |
$432K - $478K
|
89.1K
$6.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.79K- 20.03% |
$439K - $485K
|
31.1K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-7.8K- 6.17% |
$440K - $486K
|
119K
$9.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.9K- 3.8% |
$446K - $492K
|
200K
$15.5M
|