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 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-7.13K- 5.88% |
$402K - $445K
|
114K
$8.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.25K- 12.1% |
$409K - $452K
|
52.7K
$3.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.26K- 10.01% |
$410K - $453K
|
65.3K
$4.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.3K- 7.9% |
$412K - $455K
|
85.1K
$6.36M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-7.33K- 18.53% |
$413K - $457K
|
32.2K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.37K- 1.08% |
$416K - $460K
|
677K
$50.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-7.4K- 37.54% |
$417K - $461K
|
12.3K
$920K
|
|
|
Jul 29, 2024
Q2 2024
|
Eos Management, L.P.
|
SELL
|
- |
-7.5K- 27.27% |
$423K - $468K
|
20K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.51K- 89.07% |
$423K - $468K
|
921
$68.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.56K- 16.98% |
$427K - $471K
|
37K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.65K- 4.82% |
$431K - $477K
|
151K
$11.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-7.66K- 7.91% |
$432K - $478K
|
89.1K
$6.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.79K- 20.03% |
$439K - $485K
|
31.1K
$2.32M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-7.8K- 6.17% |
$440K - $486K
|
119K
$8.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.9K- 3.8% |
$446K - $492K
|
200K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.96K- 1.73% |
$449K - $496K
|
453K
$33.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-8.02K- 41.93% |
$453K - $500K
|
11.1K
$830K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.09K- 41.08% |
$456K - $504K
|
11.6K
$867K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.1K- 2.63% |
$457K - $505K
|
300K
$22.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8.2K- 16.06% |
$463K - $511K
|
42.9K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.21K- 32.39% |
$463K - $512K
|
17.1K
$1.28M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-8.25K- 1.65% |
$466K - $515K
|
492K
$36.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-8.27K- 1.38% |
$467K - $516K
|
593K
$44.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-8.3K- 40.44% |
$468K - $518K
|
12.2K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.31K- 6.1% |
$468K - $518K
|
128K
$9.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.36K- 44.41% |
$472K - $521K
|
10.5K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.49K- 1.39% |
$479K - $529K
|
601K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8.58K- 1.74% |
$484K - $535K
|
486K
$36.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.61K- 5.24% |
$485K - $536K
|
156K
$11.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.66K- 7.86% |
$489K - $540K
|
102K
$7.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.74K- 2.07% |
$493K - $545K
|
414K
$31M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.74K- 30.1% |
$493K - $545K
|
20.3K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-8.83K- 3.96% |
$498K - $551K
|
214K
$16M
|
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-9K- 6.92% |
$508K - $561K
|
121K
$9.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9.1K- 3.51% |
$514K - $568K
|
250K
$18.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-9.21K- 3.96% |
$519K - $574K
|
223K
$16.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.22K- 3.26% |
$520K - $574K
|
273K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.29K- 30.85% |
$524K - $579K
|
20.8K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.97K- 53.51% |
$562K - $621K
|
8.66K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-10K- 6.37% |
$564K - $623K
|
147K
$11M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 8.61% |
$565K - $625K
|
106K
$7.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10.2K- 6.95% |
$577K - $638K
|
137K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10.3K- 97.65% |
$580K - $641K
|
248
$18.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 5.16% |
$592K - $654K
|
193K
$14.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-10.6K- 14.22% |
$597K - $659K
|
63.8K
$4.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-10.6K- 3.88% |
$597K - $660K
|
263K
$19.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.6K- 60.19% |
$598K - $661K
|
7.01K
$524K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11K- 25.76% |
$619K - $684K
|
31.6K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.1K- 4.23% |
$626K - $692K
|
251K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-11.3K- 54.44% |
$640K - $707K
|
9.5K
$709K
|