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
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
660+ 12.42% |
$37.2K - $41.1K
|
5.97K
$415K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
658+ 9.01% |
$37.1K - $41K
|
7.96K
$554K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
658+ 15.2% |
$37.1K - $41K
|
4.99K
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
654+ 1.12% |
$36.9K - $40.8K
|
59.1K
$4.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
650+ 5.22% |
$36.7K - $40.5K
|
13.1K
$911K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
647+ 4.63% |
$36.5K - $40.3K
|
14.6K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
643+ 1.22% |
$36.3K - $40.1K
|
53.4K
$3.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
625+ 11.86% |
$35.3K - $39K
|
5.9K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
622+ 13.12% |
$35.1K - $38.8K
|
5.36K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
619+ 2.26% |
$34.9K - $38.6K
|
28K
$1.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
618+ 107.11% |
$34.9K - $38.5K
|
1.2K
$83.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
613+ 10.53% |
$34.6K - $38.2K
|
6.44K
$448K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
612+ 9.07% |
$34.5K - $38.2K
|
7.36K
$512K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
598+ 9.14% |
$33.7K - $37.3K
|
7.14K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
575+ 2.11% |
$32.4K - $35.8K
|
27.9K
$1.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
575+ 3.57% |
$32.4K - $35.8K
|
16.7K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
572+ 4.36% |
$32.3K - $35.7K
|
13.7K
$951K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
570+ 3.63% |
$32.2K - $35.5K
|
16.3K
$1.13M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
566New |
$31.9K - $35.3K
|
566
$39.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
565+ 697.53% |
$31.9K - $35.2K
|
646
$44.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
551+ 2.94% |
$31.1K - $34.3K
|
19.3K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
550+ 8.63% |
$31K - $34.3K
|
6.93K
$482K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
549+ 8.77% |
$31K - $34.2K
|
6.81K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
537+ 0.59% |
$30.3K - $33.5K
|
92K
$6.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
536+ 7.05% |
$30.2K - $33.4K
|
8.14K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
533+ 6.1% |
$30.1K - $33.2K
|
9.28K
$645K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
530+ 1.29% |
$29.9K - $33K
|
41.8K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
526+ 1.64% |
$29.7K - $32.8K
|
32.6K
$2.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
519+ 1.25% |
$29.3K - $32.4K
|
42.1K
$2.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
517+ 8.73% |
$29.2K - $32.2K
|
6.44K
$448K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
513+ 9.19% |
$28.9K - $32K
|
6.09K
$424K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
512+ 9.44% |
$28.9K - $31.9K
|
5.94K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
502+ 0.9% |
$28.3K - $31.3K
|
56K
$3.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
501+ 6.9% |
$28.3K - $31.2K
|
7.76K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
500+ 6.0% |
$28.2K - $31.2K
|
8.83K
$614K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
495+ 8.01% |
$27.9K - $30.9K
|
6.67K
$464K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
480+ 1.6% |
$27.1K - $29.9K
|
30.5K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
477+ 2.08% |
$26.9K - $29.7K
|
23.4K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
476+ 2.36% |
$26.9K - $29.7K
|
20.7K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
472+ 7.79% |
$26.6K - $29.4K
|
6.53K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
471+ 4.02% |
$26.6K - $29.4K
|
12.2K
$849K
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
467+ 6.73% |
$26.3K - $29.1K
|
7.4K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
466+ 9.49% |
$26.3K - $29.1K
|
5.38K
$374K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
459+ 4.26% |
$25.9K - $28.6K
|
11.2K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
446+ 2.99% |
$25.2K - $27.8K
|
15.4K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
437+ 34.49% |
$24.7K - $27.2K
|
1.7K
$119K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
434+ 7.04% |
$24.5K - $27.1K
|
6.6K
$459K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
433+ 3.36% |
$24.4K - $27K
|
13.3K
$928K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
432+ 3.53% |
$24.4K - $26.9K
|
12.7K
$882K
|