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 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
255+ 0.43% |
$14.4K - $15.9K
|
60.1K
$4.68M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
246+ 0.99% |
$13.9K - $15.3K
|
25.2K
$1.96M
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
245+ 1.31% |
$13.8K - $15.3K
|
18.9K
$1.47M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
242+ 0.79% |
$13.7K - $15.1K
|
30.7K
$2.39M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
241New |
$13.6K - $15K
|
241
$18.8K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
241+ 6.62% |
$13.6K - $15K
|
3.88K
$302K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
240+ 1.81% |
$13.5K - $15K
|
13.5K
$1.05M
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
237+ 5.44% |
$13.4K - $14.8K
|
4.59K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
234+ 1.24% |
$13.2K - $14.6K
|
19.1K
$1.49M
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
233+ 2.08% |
$13.1K - $14.5K
|
11.4K
$888K
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
231+ 0.26% |
$13K - $14.4K
|
89K
$6.93M
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
225+ 5.04% |
$12.7K - $14K
|
4.69K
$365K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
220+ 53.66% |
$12.4K - $13.7K
|
630
$49K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
213+ 4.58% |
$12K - $13.3K
|
4.87K
$379K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
209+ 418.0% |
$11.8K - $13K
|
259
$20.2K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
209+ 14.15% |
$11.8K - $13K
|
1.69K
$131K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
206+ 1.32% |
$11.6K - $12.8K
|
15.8K
$1.23M
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
204New |
$11.5K - $12.7K
|
204
$15.9K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
203+ 3.57% |
$11.5K - $12.7K
|
5.9K
$459K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
203+ 0.41% |
$11.5K - $12.7K
|
50.1K
$3.9M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
200+ 5.22% |
$11.3K - $12.5K
|
4.03K
$314K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
200+ 3.37% |
$11.3K - $12.5K
|
6.13K
$477K
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$331K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
196+ 3.0% |
$11.1K - $12.2K
|
6.73K
$524K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
195+ 3.81% |
$11K - $12.2K
|
5.32K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
193+ 5.27% |
$10.9K - $12K
|
3.86K
$300K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
190+ 2.92% |
$10.7K - $11.8K
|
6.69K
$521K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
189New |
$10.7K - $11.8K
|
189
$14.7K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
188+ 2.02% |
$10.6K - $11.7K
|
9.49K
$739K
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
184+ 1.99% |
$10.4K - $11.5K
|
9.43K
$734K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
178+ 3.28% |
$10K - $11.1K
|
5.61K
$437K
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
178+ 1.65% |
$10K - $11.1K
|
11K
$855K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
176+ 0.39% |
$9.93K - $11K
|
44.8K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
175+ 1.13% |
$9.87K - $10.9K
|
15.6K
$1.22M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
175+ 4.68% |
$9.87K - $10.9K
|
3.91K
$305K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
171+ 2.48% |
$9.65K - $10.7K
|
7.08K
$551K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
168+ 3.54% |
$9.48K - $10.5K
|
4.92K
$383K
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
168+ 1.03% |
$9.48K - $10.5K
|
16.5K
$1.28M
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
167+ 1.46% |
$9.42K - $10.4K
|
11.6K
$901K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
167New |
$9.42K - $10.4K
|
167
$13K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
165+ 2.82% |
$9.31K - $10.3K
|
6.01K
$468K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
165+ 1.79% |
$9.31K - $10.3K
|
9.39K
$731K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165+ 28.95% |
$9.31K - $10.3K
|
735
$57.2K
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
165+ 2.82% |
$9.31K - $10.3K
|
6.01K
$468K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
161+ 3.09% |
$9.08K - $10K
|
5.38K
$419K
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
160+ 3.77% |
$9.03K - $9.97K
|
4.4K
$343K
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
158+ 1.71% |
$8.91K - $9.85K
|
9.42K
$733K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
153New |
$8.63K - $9.54K
|
153
$11.9K
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
152+ 0.36% |
$8.57K - $9.48K
|
42.8K
$3.33M
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150New |
$8.46K - $9.35K
|
150
$11.7K
|