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
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11.4K- 51.75% |
$645K - $713K
|
10.7K
$797K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-11.5K- 3.89% |
$646K - $714K
|
283K
$21.1M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-11.5K- 5.43% |
$649K - $717K
|
200K
$15M
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-11.5K- 48.2% |
$650K - $718K
|
12.4K
$925K
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-11.7K- 8.5% |
$660K - $730K
|
126K
$9.42M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-12.1K- 24.77% |
$685K - $757K
|
36.9K
$2.76M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.3K- 5.87% |
$694K - $767K
|
197K
$14.7M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.3K- 23.38% |
$694K - $767K
|
40.3K
$3.01M
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-12.6K- 3.03% |
$709K - $784K
|
402K
$30.1M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.7K- 2.57% |
$717K - $793K
|
481K
$36M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.7% |
$738K - $816K
|
755K
$56.4M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.3K- 2.81% |
$749K - $828K
|
460K
$34.4M
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-13.4K- 2.83% |
$753K - $832K
|
458K
$34.3M
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-13.6K- 78.68% |
$768K - $848K
|
3.69K
$276K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 50.38% |
$774K - $855K
|
13.5K
$1.01M
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-13.8K- 11.68% |
$779K - $861K
|
104K
$7.8M
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-14K- 1.35% |
$789K - $872K
|
1.02M
$76.4M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.2K- 21.07% |
$800K - $884K
|
53.2K
$3.97M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14.3K- 32.7% |
$808K - $893K
|
29.5K
$2.2M
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-14.4K- 3.96% |
$812K - $898K
|
349K
$26.1M
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-14.5KClosed |
$820K - $907K
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-14.7K- 1.05% |
$828K - $915K
|
1.38M
$103M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-14.7K- 32.92% |
$829K - $916K
|
29.9K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-15.3K- 12.07% |
$862K - $953K
|
111K
$8.32M
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-15.8K- 1.51% |
$890K - $983K
|
1.03M
$76.7M
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-15.9K- 11.3% |
$897K - $991K
|
125K
$9.32M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.5K- 0.89% |
$932K - $1.03M
|
1.84M
$138M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.7K- 4.27% |
$940K - $1.04M
|
374K
$27.9M
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.2K- 31.42% |
$969K - $1.07M
|
37.5K
$2.8M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.3K- 22.96% |
$978K - $1.08M
|
58.2K
$4.35M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.4K- 4.83% |
$982K - $1.09M
|
343K
$25.7M
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-17.6K- 0.3% |
$992K - $1.1M
|
5.89M
$440M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-17.8K- 21.34% |
$1M - $1.11M
|
65.6K
$4.9M
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-18.6K- 7.69% |
$1.05M - $1.16M
|
223K
$16.7M
|
|
Aug 01, 2024
Q2 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.7K- 1.91% |
$1.06M - $1.17M
|
961K
$71.8M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.7K- 11.61% |
$1.06M - $1.17M
|
143K
$10.7M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-19.2K- 78.38% |
$1.08M - $1.2M
|
5.3K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-19.4K- 1.57% |
$1.09M - $1.21M
|
1.22M
$90.9M
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-19.6K- 35.9% |
$1.11M - $1.22M
|
35K
$2.62M
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-19.7K- 6.35% |
$1.11M - $1.23M
|
291K
$21.7M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-19.9K- 83.53% |
$1.12M - $1.24M
|
3.92K
$293K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 0.51% |
$1.12M - $1.24M
|
3.87M
$289M
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.1K- 84.25% |
$1.13M - $1.25M
|
3.76K
$281K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.2K- 7.81% |
$1.14M - $1.26M
|
239K
$17.8M
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-20.6K- 30.07% |
$1.16M - $1.28M
|
47.9K
$3.58M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-21.3K- 20.16% |
$1.2M - $1.33M
|
84.5K
$6.31M
|
|
Aug 12, 2024
Q2 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-21.4K- 2.4% |
$1.21M - $1.33M
|
871K
$65.1M
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-21.5K- 28.8% |
$1.21M - $1.34M
|
53.2K
$3.98M
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-21.7K- 22.16% |
$1.22M - $1.35M
|
76.1K
$5.69M
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-22.2K- 6.71% |
$1.25M - $1.38M
|
308K
$23M
|