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 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.3K+ 9.43% |
$186K - $206K
|
38.3K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.27K+ 36.18% |
$184K - $204K
|
12.3K
$912K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.21K+ 79.22% |
$181K - $200K
|
7.26K
$538K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 14.46% |
$181K - $200K
|
25.4K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.19K+ 8.41% |
$180K - $199K
|
41.2K
$3.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.17K+ 18.97% |
$179K - $198K
|
19.9K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.15K+ 9.1% |
$178K - $196K
|
37.7K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.02K+ 170.41% |
$171K - $188K
|
4.8K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.95K+ 7.3% |
$166K - $184K
|
43.4K
$3.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.93K+ 18.66% |
$165K - $183K
|
18.6K
$1.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 5.59% |
$165K - $182K
|
55.2K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.89K+ 3.59% |
$163K - $180K
|
83.5K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 15.7% |
$162K - $179K
|
21.2K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.84K+ 10.74% |
$160K - $177K
|
29.3K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.82K+ 20.59% |
$159K - $176K
|
16.5K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.8K+ 1.13% |
$158K - $174K
|
250K
$18.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.76K+ 6.63% |
$156K - $172K
|
44.5K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72K+ 3.1% |
$154K - $170K
|
90.4K
$6.7M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.67K+ 1.58% |
$151K - $166K
|
171K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.63K+ 354.73% |
$148K - $164K
|
3.37K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.61KNew |
$147K - $163K
|
2.61K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.58K+ 8.94% |
$145K - $161K
|
31.4K
$2.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 8.2% |
$144K - $159K
|
33.7K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.56K+ 19.86% |
$144K - $159K
|
15.4K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.55K+ 9.07% |
$144K - $159K
|
30.7K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.55K+ 6.93% |
$144K - $159K
|
39.3K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.51K+ 2.48% |
$141K - $156K
|
104K
$7.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.5K+ 8.21% |
$141K - $156K
|
32.9K
$2.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.47K+ 1145.37% |
$140K - $154K
|
2.69K
$199K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.38K+ 9.41% |
$134K - $148K
|
27.7K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.37K+ 0.32% |
$134K - $148K
|
743K
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.35K+ 10.66% |
$133K - $146K
|
24.4K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.32K+ 6.73% |
$131K - $145K
|
36.8K
$2.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.3K+ 32.58% |
$130K - $143K
|
9.36K
$694K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.3K+ 12.36% |
$130K - $143K
|
20.9K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.29K+ 11.25% |
$129K - $143K
|
22.7K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 10.64% |
$129K - $143K
|
23.8K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.28K+ 0.75% |
$129K - $142K
|
307K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.26K+ 0.92% |
$127K - $141K
|
248K
$18.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 4.47% |
$127K - $140K
|
52.6K
$3.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.21K+ 6.16% |
$124K - $138K
|
38K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
2.16K+ 12.08% |
$122K - $135K
|
20K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15K+ 7.45% |
$121K - $134K
|
31K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.15K+ 20.88% |
$121K - $134K
|
12.4K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.14K+ 7.85% |
$121K - $133K
|
29.4K
$2.18M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.1K+ 25.52% |
$119K - $131K
|
10.3K
$767K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
2.09K+ 0.29% |
$118K - $130K
|
732K
$54.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.09K+ 44.31% |
$118K - $130K
|
6.79K
$503K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.05K+ 26.75% |
$116K - $128K
|
9.72K
$720K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$115K - $127K
|
2.04K
$151K
|