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 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.1K- 2.63% |
$457K - $505K
|
300K
$22.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8.2K- 16.06% |
$463K - $511K
|
42.9K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.21K- 32.39% |
$463K - $512K
|
17.1K
$1.27M
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-8.25K- 1.65% |
$466K - $515K
|
492K
$36.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-8.27K- 1.38% |
$467K - $516K
|
593K
$43.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-8.3K- 40.44% |
$468K - $518K
|
12.2K
$906K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.31K- 6.1% |
$468K - $518K
|
128K
$9.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.36K- 44.41% |
$472K - $521K
|
10.5K
$776K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.49K- 1.39% |
$479K - $529K
|
601K
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-8.58K- 1.74% |
$484K - $535K
|
486K
$36M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-8.61K- 5.24% |
$485K - $536K
|
156K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.66K- 7.86% |
$489K - $540K
|
102K
$7.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.74K- 2.07% |
$493K - $545K
|
414K
$30.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.74K- 30.1% |
$493K - $545K
|
20.3K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-8.83K- 3.96% |
$498K - $551K
|
214K
$15.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-9K- 6.92% |
$508K - $561K
|
121K
$8.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-9.1K- 3.51% |
$514K - $568K
|
250K
$18.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-9.21K- 3.96% |
$519K - $574K
|
223K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.22K- 3.26% |
$520K - $574K
|
273K
$20.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-9.29K- 30.85% |
$524K - $579K
|
20.8K
$1.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.97K- 53.51% |
$562K - $621K
|
8.66K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-10K- 6.37% |
$564K - $623K
|
147K
$10.9M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10K- 8.61% |
$565K - $625K
|
106K
$7.89M
|
|
|
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
$18.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.5K- 5.16% |
$592K - $654K
|
193K
$14.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-10.6K- 14.22% |
$597K - $659K
|
63.8K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-10.6K- 3.88% |
$597K - $660K
|
263K
$19.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.6K- 60.19% |
$598K - $661K
|
7.01K
$520K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-11K- 25.76% |
$619K - $684K
|
31.6K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.1K- 4.23% |
$626K - $692K
|
251K
$18.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-11.3K- 54.44% |
$640K - $707K
|
9.5K
$704K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11.4K- 51.75% |
$645K - $713K
|
10.7K
$791K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-11.5K- 3.89% |
$646K - $714K
|
283K
$21M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-11.5K- 5.43% |
$649K - $717K
|
200K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-11.5K- 48.2% |
$650K - $718K
|
12.4K
$918K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-11.7K- 8.5% |
$660K - $730K
|
126K
$9.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-12.1K- 24.77% |
$685K - $757K
|
36.9K
$2.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-12.3K- 5.87% |
$694K - $767K
|
197K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.3K- 23.38% |
$694K - $767K
|
40.3K
$2.99M
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-12.6K- 3.03% |
$709K - $784K
|
402K
$29.8M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-12.7K- 2.57% |
$717K - $793K
|
481K
$35.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1K- 1.7% |
$738K - $816K
|
755K
$56M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-13.3K- 2.81% |
$749K - $828K
|
460K
$34.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-13.4K- 2.83% |
$753K - $832K
|
458K
$34M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-13.6K- 78.68% |
$768K - $848K
|
3.69K
$273K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 50.38% |
$774K - $855K
|
13.5K
$1M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-13.8K- 11.68% |
$779K - $861K
|
104K
$7.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-14K- 1.35% |
$789K - $872K
|
1.02M
$75.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.2K- 21.07% |
$800K - $884K
|
53.2K
$3.94M
|