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 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.36K+ 2.73% |
$76.8K - $84.8K
|
51.1K
$3.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$614K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.34K+ 0.26% |
$75.6K - $83.6K
|
511K
$37.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.33K+ 7.81% |
$75K - $82.9K
|
18.4K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 18.24% |
$74.5K - $82.4K
|
8.56K
$635K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 6.84% |
$74.4K - $82.2K
|
20.6K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.28K+ 12.21% |
$72.2K - $79.8K
|
11.8K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.27K+ 1.59% |
$71.8K - $79.3K
|
81.4K
$6.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.25K+ 15.03% |
$70.5K - $77.9K
|
9.57K
$709K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 1.38% |
$70.3K - $77.7K
|
91.8K
$6.81M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 35.46% |
$69.7K - $77K
|
4.72K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.22K+ 3.75% |
$68.9K - $76.1K
|
33.8K
$2.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.22K+ 7.95% |
$68.7K - $75.9K
|
16.5K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.22K+ 27.62% |
$68.6K - $75.8K
|
5.62K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.21K+ 9.57% |
$68.5K - $75.7K
|
13.9K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1.2K+ 147.78% |
$67.7K - $74.8K
|
2.01K
$149K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.19K+ 22.88% |
$66.9K - $73.9K
|
6.37K
$472K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.17K+ 50.98% |
$66.2K - $73.1K
|
3.47K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.16K+ 9.22% |
$65.6K - $72.5K
|
13.8K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 4.72% |
$65.2K - $72K
|
25.6K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.14K+ 4.03% |
$64.5K - $71.3K
|
29.5K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.14K+ 10.32% |
$64.4K - $71.1K
|
12.2K
$905K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 257.73% |
$64K - $70.7K
|
1.57K
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 6.13% |
$63.7K - $70.4K
|
19.6K
$1.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
1.13K+ 16.39% |
$63.6K - $70.3K
|
8.01K
$594K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.11K+ 8.74% |
$62.8K - $69.4K
|
13.9K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.1K+ 3.98% |
$62.1K - $68.6K
|
28.7K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.09KNew |
$61.5K - $68K
|
1.09K
$80.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.09K+ 5.94% |
$61.2K - $67.6K
|
19.3K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.08K+ 1.36% |
$61.1K - $67.6K
|
80.5K
$5.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.08K+ 13.15% |
$61K - $67.5K
|
9.31K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.07K+ 1.12% |
$60.4K - $66.7K
|
96.8K
$7.18M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.07K+ 2.37% |
$60.1K - $66.4K
|
46K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.06K+ 5.37% |
$59.5K - $65.8K
|
20.7K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.05K+ 7.4% |
$59.2K - $65.4K
|
15.2K
$1.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.04K+ 18.2% |
$58.6K - $64.8K
|
6.75K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.04K+ 15.76% |
$58.6K - $64.8K
|
7.63K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.03K+ 1.12% |
$57.9K - $64K
|
92.8K
$6.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.01K+ 18.48% |
$57K - $63K
|
6.48K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.01K+ 11.99% |
$56.7K - $62.7K
|
9.39K
$696K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1KNew |
$56.6K - $62.5K
|
1K
$74.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1K+ 18.76% |
$56.5K - $62.5K
|
6.34K
$470K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$56.4K - $62.3K
|
1K
$74.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1K+ 1219.51% |
$56.4K - $62.3K
|
1.08K
$80.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
1K+ 16.16% |
$56.4K - $62.3K
|
7.19K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1K+ 100.0% |
$56.4K - $62.3K
|
2K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
988+ 1.72% |
$55.7K - $61.6K
|
58.3K
$4.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
980New |
$55.3K - $61.1K
|
980
$72.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
977+ 4.31% |
$55.1K - $60.9K
|
23.7K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
976+ 13.95% |
$55.1K - $60.8K
|
7.97K
$591K
|