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 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
423+ 1.79% |
$23.9K - $26.4K
|
24K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
423+ 2.07% |
$23.9K - $26.4K
|
20.9K
$1.45M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
419New |
$23.6K - $26.1K
|
419
$29.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
410+ 2.57% |
$23.1K - $25.6K
|
16.4K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
410+ 0.66% |
$23.1K - $25.6K
|
63K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
408+ 6.87% |
$23K - $25.4K
|
6.35K
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
404+ 4.13% |
$22.8K - $25.2K
|
10.2K
$709K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
404+ 14.87% |
$22.8K - $25.2K
|
3.12K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
400New |
$22.6K - $24.9K
|
400
$27.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
400+ 17.28% |
$22.6K - $24.9K
|
2.72K
$189K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
400+ 22.22% |
$22.6K - $24.9K
|
2.2K
$153K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
398+ 8.97% |
$22.5K - $24.8K
|
4.83K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
389+ 7.9% |
$21.9K - $24.3K
|
5.31K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
385+ 10.81% |
$21.7K - $24K
|
3.95K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
383+ 9.46% |
$21.6K - $23.9K
|
4.43K
$308K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
378+ 5.42% |
$21.3K - $23.6K
|
7.35K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
373+ 8.05% |
$21K - $23.3K
|
5.01K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
372+ 0.01% |
$21K - $23.2K
|
4.91M
$342M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
360+ 33.68% |
$20.3K - $22.4K
|
1.43K
$99.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
360+ 1384.62% |
$20.3K - $22.4K
|
386
$26.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
350+ 5.15% |
$19.7K - $21.8K
|
7.15K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
349+ 7.52% |
$19.7K - $21.8K
|
4.99K
$347K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
344+ 22.59% |
$19.4K - $21.4K
|
1.87K
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
342+ 6.26% |
$19.3K - $21.3K
|
5.8K
$404K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
341+ 5.12% |
$19.2K - $21.3K
|
7.01K
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
332+ 0.81% |
$18.7K - $20.7K
|
41.6K
$2.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
324+ 8.0% |
$18.3K - $20.2K
|
4.38K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
315+ 5.73% |
$17.8K - $19.6K
|
5.81K
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
310+ 0.75% |
$17.5K - $19.3K
|
41.9K
$2.91M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
309+ 3.87% |
$17.4K - $19.3K
|
8.29K
$576K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
307+ 10.17% |
$17.3K - $19.1K
|
3.33K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
307+ 1.71% |
$17.3K - $19.1K
|
18.3K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
306+ 5.87% |
$17.3K - $19.1K
|
5.52K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
305+ 155.61% |
$17.2K - $19K
|
501
$34.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
305+ 54.46% |
$17.2K - $19K
|
865
$60.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
300+ 5.76% |
$16.9K - $18.7K
|
5.51K
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
300+ 0.81% |
$16.9K - $18.7K
|
37.4K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
300+ 1.98% |
$16.9K - $18.7K
|
15.5K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
300New |
$16.9K - $18.7K
|
300
$20.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
296+ 5.8% |
$16.7K - $18.5K
|
5.4K
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
289+ 7.7% |
$16.3K - $18K
|
4.04K
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
288+ 2.49% |
$16.2K - $18K
|
11.9K
$825K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
286+ 3.57% |
$16.1K - $17.8K
|
8.29K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
282+ 2.38% |
$15.9K - $17.6K
|
12.2K
$845K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
274+ 0.65% |
$15.5K - $17.1K
|
42.4K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
272+ 5.55% |
$15.3K - $17K
|
5.17K
$360K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
270+ 5.17% |
$15.2K - $16.8K
|
5.49K
$382K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
268+ 2.23% |
$15.1K - $16.7K
|
12.3K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
268+ 0.14% |
$15.1K - $16.7K
|
189K
$13.1M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
267+ 0.95% |
$15.1K - $16.6K
|
28.5K
$1.98M
|