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 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.04K+ 9.15% |
$115K - $127K
|
24.3K
$1.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.03K+ 12.13% |
$114K - $126K
|
18.7K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 2.13% |
$114K - $126K
|
96.8K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.01K+ 2.76% |
$114K - $125K
|
74.9K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
2K+ 0.58% |
$113K - $124K
|
346K
$25.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.97K+ 16.44% |
$111K - $123K
|
13.9K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.94K+ 9.72% |
$110K - $121K
|
21.9K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.92K+ 565.19% |
$108K - $119K
|
2.26K
$167K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.91K+ 15.44% |
$108K - $119K
|
14.3K
$1.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.91K+ 7.18% |
$108K - $119K
|
28.6K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.9K+ 37.05% |
$107K - $118K
|
7.01K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.87K+ 6.36% |
$105K - $116K
|
31.2K
$2.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.84K+ 25.17% |
$104K - $115K
|
9.16K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.83K+ 23.82% |
$103K - $114K
|
9.52K
$706K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 33.07% |
$103K - $114K
|
7.36K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.81KNew |
$102K - $113K
|
1.81K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.81K+ 2.59% |
$102K - $113K
|
71.7K
$5.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 12.09% |
$101K - $111K
|
16.6K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.78K+ 11.31% |
$100K - $111K
|
17.5K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.78K+ 12.5% |
$100K - $111K
|
16K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.78K+ 10.71% |
$100K - $111K
|
18.4K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.77KNew |
$99.7K - $110K
|
1.77K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.76K+ 1.63% |
$99.4K - $110K
|
110K
$8.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.76K+ 21.53% |
$99.3K - $110K
|
9.93K
$737K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.75K+ 14.82% |
$98.4K - $109K
|
13.5K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 22.1% |
$97.7K - $108K
|
9.57K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.73K+ 25.92% |
$97.6K - $108K
|
8.41K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.7KNew |
$96.1K - $106K
|
1.7K
$126K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.7K+ 6.14% |
$95.9K - $106K
|
29.4K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.67K+ 26.11% |
$94.1K - $104K
|
8.06K
$598K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 3.38% |
$94K - $104K
|
50.9K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.66K+ 2.84% |
$93.4K - $103K
|
59.9K
$4.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.65K+ 1.36% |
$93.2K - $103K
|
123K
$9.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.64K+ 6.51% |
$92.4K - $102K
|
26.8K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.59K+ 8352.63% |
$89.5K - $98.9K
|
1.61K
$119K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.58K+ 81.65% |
$89.4K - $98.7K
|
3.52K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.56K+ 11.36% |
$87.9K - $97.1K
|
15.3K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.55K+ 5.14% |
$87.5K - $96.7K
|
31.7K
$2.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.54K+ 209.51% |
$87K - $96.1K
|
2.28K
$169K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.52K+ 4.32% |
$85.6K - $94.6K
|
36.7K
$2.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.51K+ 30.93% |
$85K - $93.9K
|
6.38K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.5K+ 4.74% |
$84.4K - $93.3K
|
33.1K
$2.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.5KNew |
$84.3K - $93.2K
|
1.5K
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.48K+ 1.2% |
$83.4K - $92.2K
|
125K
$9.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.45K+ 15.76% |
$81.8K - $90.4K
|
10.7K
$790K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
1.44K+ 24.91% |
$81.3K - $89.8K
|
7.23K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.44K+ 0.39% |
$81.2K - $89.7K
|
374K
$27.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41K+ 23.44% |
$79.7K - $88.1K
|
7.44K
$552K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.41K+ 0.15% |
$79.5K - $87.9K
|
912K
$67.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.37K+ 2.25% |
$77.1K - $85.2K
|
62K
$4.6M
|