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
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
930+ 2.33% |
$52.5K - $58K
|
40.8K
$3.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
927+ 21.76% |
$52.3K - $57.8K
|
5.19K
$385K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
919+ 8.78% |
$51.8K - $57.3K
|
11.4K
$845K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
916+ 12.07% |
$51.7K - $57.1K
|
8.51K
$631K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
916+ 35.46% |
$51.7K - $57.1K
|
3.5K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
912+ 1.91% |
$51.4K - $56.9K
|
48.6K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
908+ 19.14% |
$51.2K - $56.6K
|
5.65K
$419K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
884+ 14.16% |
$49.9K - $55.1K
|
7.13K
$528K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
863+ 4.63% |
$48.7K - $53.8K
|
19.5K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
862+ 23.79% |
$48.6K - $53.7K
|
4.49K
$333K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
862+ 5.83% |
$48.6K - $53.7K
|
15.6K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
860+ 21.17% |
$48.5K - $53.6K
|
4.92K
$365K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
852+ 12.42% |
$48.1K - $53.1K
|
7.71K
$572K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
851+ 16.45% |
$48K - $53.1K
|
6.02K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
847+ 4.95% |
$47.8K - $52.8K
|
18K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
842+ 16.71% |
$47.5K - $52.5K
|
5.88K
$436K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
835+ 7.98% |
$47.1K - $52.1K
|
11.3K
$838K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
826+ 6.11% |
$46.6K - $51.5K
|
14.4K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
818+ 2.98% |
$46.1K - $51K
|
28.3K
$2.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
800+ 7.45% |
$45.1K - $49.9K
|
11.5K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
799+ 4.23% |
$45.1K - $49.8K
|
19.7K
$1.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
792+ 7.52% |
$44.7K - $49.4K
|
11.3K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
780New |
$44K - $48.6K
|
780
$57.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
765+ 15.25% |
$43.2K - $47.7K
|
5.78K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
758+ 12.59% |
$42.8K - $47.3K
|
6.78K
$503K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
756+ 6.27% |
$42.6K - $47.1K
|
12.8K
$949K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
751+ 7.54% |
$42.4K - $46.8K
|
10.7K
$794K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
751+ 8.22% |
$42.4K - $46.8K
|
9.88K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
747+ 0.49% |
$42.1K - $46.6K
|
152K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
745+ 2.08% |
$42K - $46.4K
|
36.5K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
735+ 0.72% |
$41.5K - $45.8K
|
103K
$7.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
730+ 12.04% |
$41.2K - $45.5K
|
6.79K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
722+ 3.8% |
$40.7K - $45K
|
19.7K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
718+ 3.54% |
$40.5K - $44.8K
|
21K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
716+ 9.66% |
$40.4K - $44.6K
|
8.13K
$603K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
705+ 4.37% |
$39.8K - $43.9K
|
16.8K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
700+ 12.07% |
$39.5K - $43.6K
|
6.5K
$482K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
698+ 6.57% |
$39.4K - $43.5K
|
11.3K
$839K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
696+ 6.51% |
$39.3K - $43.4K
|
11.4K
$845K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
682+ 7.84% |
$38.5K - $42.5K
|
9.39K
$696K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
681+ 7.66% |
$38.4K - $42.5K
|
9.57K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
680+ 7.49% |
$38.4K - $42.4K
|
9.76K
$724K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
674+ 4.21% |
$38K - $42K
|
16.7K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
661+ 14.78% |
$37.3K - $41.2K
|
5.13K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
660+ 12.42% |
$37.2K - $41.1K
|
5.97K
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
658+ 9.01% |
$37.1K - $41K
|
7.96K
$590K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
658+ 15.2% |
$37.1K - $41K
|
4.99K
$370K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
654+ 1.12% |
$36.9K - $40.8K
|
59.1K
$4.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
650+ 5.22% |
$36.7K - $40.5K
|
13.1K
$971K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
647+ 4.63% |
$36.5K - $40.3K
|
14.6K
$1.08M
|