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 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.32K- 2.53% |
$74.5K - $82.3K
|
50.8K
$4.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 7.45% |
$74.9K - $82.8K
|
16.5K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 28.32% |
$75.5K - $83.4K
|
3.39K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.35K- 21.54% |
$76.1K - $84.1K
|
4.92K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.37K- 5.4% |
$77.5K - $85.6K
|
24.1K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.38K- 0.19% |
$77.6K - $85.7K
|
714K
$59.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.38K- 7.4% |
$77.8K - $86K
|
17.2K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.39K- 3.37% |
$78.2K - $86.4K
|
39.8K
$3.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.41K- 7.1% |
$79.5K - $87.9K
|
18.4K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.43K- 0.74% |
$80.5K - $89K
|
193K
$16.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 8.75% |
$80.8K - $89.3K
|
14.9K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.43K- 11.98% |
$80.9K - $89.4K
|
10.5K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.45K- 4.3% |
$81.8K - $90.4K
|
32.3K
$2.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.45K- 9.38% |
$81.9K - $90.5K
|
14K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.45K- 7.91% |
$81.9K - $90.5K
|
16.9K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.46K- 7.84% |
$82.6K - $91.3K
|
17.2K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.48K- 20.54% |
$83.4K - $92.1K
|
5.72K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.49K- 1.54% |
$84.1K - $92.9K
|
95.2K
$7.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.51K- 26.67% |
$85.3K - $94.3K
|
4.16K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 7.28% |
$85.6K - $94.6K
|
19.3K
$1.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.54K- 4.02% |
$86.7K - $95.8K
|
36.7K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.58K- 27.23% |
$89.2K - $98.6K
|
4.23K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.59K- 11.05% |
$89.7K - $99.2K
|
12.8K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.61K- 1.68% |
$90.9K - $100K
|
94.2K
$7.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.63K- 1.77% |
$91.7K - $101K
|
90K
$7.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1.66K- 10.29% |
$93.5K - $103K
|
14.5K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-1.69K- 1.33% |
$95.5K - $106K
|
126K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 0.22% |
$95.8K - $106K
|
756K
$63.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.72K- 12.08% |
$96.9K - $107K
|
12.5K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.72K- 18.07% |
$97K - $107K
|
7.8K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.74K- 27.23% |
$98K - $108K
|
4.64K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 4.3% |
$98K - $108K
|
38.7K
$3.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.75K- 13.4% |
$98.7K - $109K
|
11.3K
$944K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 10.76% |
$99.1K - $109K
|
14.6K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.77K- 10.75% |
$99.6K - $110K
|
14.7K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.78K- 19.65% |
$100K - $111K
|
7.26K
$605K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.78K- 14.37% |
$100K - $111K
|
10.6K
$883K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.81K- 24.79% |
$102K - $113K
|
5.48K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.81K- 5.35% |
$102K - $113K
|
32K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.81K- 43.95% |
$102K - $113K
|
2.31K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.82K- 1.76% |
$102K - $113K
|
101K
$8.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 16.44% |
$104K - $115K
|
9.37K
$782K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.86K- 1.29% |
$105K - $116K
|
142K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.86K- 4.68% |
$105K - $116K
|
37.9K
$3.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 7.62% |
$105K - $117K
|
22.6K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.88K- 32.57% |
$106K - $117K
|
3.9K
$325K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.91K- 0.73% |
$108K - $119K
|
260K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.91K- 1.53% |
$108K - $119K
|
123K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.92K- 8.56% |
$108K - $120K
|
20.5K
$1.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.92K- 1.3% |
$108K - $120K
|
146K
$12.2M
|