Purchases and Sales Made in Q2 2024 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 08, 2024 Q2 2024
Trust CO Of Toledo Na

Holland, OH
BUY
 -
264
+ 1.11%
$14.9K - $16.5K
24K $1.67M
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
263
+ 1.32%
$14.8K - $16.4K
20.2K $1.41M
Aug 05, 2024 Q2 2024
Addison Advisors LLC

BUY
 -
263
+ 17.49%
$14.8K - $16.4K
1.77K $123K
Jul 30, 2024 Q2 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
262
+ 1.19%
$14.8K - $16.3K
22.3K $1.55M
Jul 17, 2024 Q2 2024
Asio Capital, LLC

BUY
 -
255
+ 0.43%
$14.4K - $15.9K
60.1K $4.18M
Aug 05, 2024 Q2 2024
Lake Street Advisors Group, LLC

BUY
 -
246
+ 0.99%
$13.9K - $15.3K
25.2K $1.75M
Aug 08, 2024 Q2 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
245
+ 1.31%
$13.8K - $15.3K
18.9K $1.31M
Jul 26, 2024 Q2 2024
Conning Inc.

BUY
 -
242
+ 0.79%
$13.7K - $15.1K
30.7K $2.14M
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
241
New
$13.6K - $15K
241 $16.8K
Aug 02, 2024 Q2 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
241
+ 6.62%
$13.6K - $15K
3.88K $270K
Aug 02, 2024 Q2 2024
First Western Trust Bank

Denver, CO
BUY
 -
237
+ 5.44%
$13.4K - $14.8K
4.59K $319K
Aug 14, 2024 Q2 2024
Annandale Capital, LLC

Dallas, TX
BUY
 -
234
+ 1.24%
$13.2K - $14.6K
19.1K $1.33M
Jul 24, 2024 Q2 2024
Flagstone Financial Management

Lincoln, NE
BUY
 -
233
+ 2.08%
$13.1K - $14.5K
11.4K $794K
Jul 18, 2024 Q2 2024
Assenagon Asset Management S.A.

BUY
 -
231
+ 0.26%
$13K - $14.4K
89K $6.19M
Aug 07, 2024 Q2 2024
Buckhead Capital Management LLC

BUY
 -
225
+ 5.04%
$12.7K - $14K
4.69K $326K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
220
+ 53.66%
$12.4K - $13.7K
630 $43.8K
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
213
+ 4.58%
$12K - $13.3K
4.87K $339K
Jul 17, 2024 Q2 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
209
+ 418.0%
$11.8K - $13K
259 $18K
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
209
+ 14.15%
$11.8K - $13K
1.69K $117K
Jul 12, 2024 Q2 2024
Cypress Wealth Services, LLC

BUY
 -
206
+ 1.32%
$11.6K - $12.8K
15.8K $1.1M
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
204
New
$11.5K - $12.7K
204 $14.2K
Jul 10, 2024 Q2 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
203
+ 3.57%
$11.5K - $12.7K
5.9K $410K
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
203
+ 0.41%
$11.5K - $12.7K
50.1K $3.49M
Jul 15, 2024 Q2 2024
Newman Dignan & Sheerar, Inc.

BUY
 -
200
+ 5.22%
$11.3K - $12.5K
4.03K $280K
Jul 19, 2024 Q2 2024
M3 Advisory Group, LLC

Needham Heights, MA
BUY
 -
200
+ 3.37%
$11.3K - $12.5K
6.13K $426K
Jul 22, 2024 Q2 2024
Investment House LLC

Las Vegas, NV
BUY
 -
200
+ 4.93%
$11.3K - $12.5K
4.25K $296K
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
196
+ 3.0%
$11.1K - $12.2K
6.73K $468K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
195
+ 3.81%
$11K - $12.2K
5.32K $370K
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
193
+ 5.27%
$10.9K - $12K
3.86K $268K
Aug 09, 2024 Q2 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
190
+ 2.92%
$10.7K - $11.8K
6.69K $465K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
189
New
$10.7K - $11.8K
189 $13.1K
Aug 07, 2024 Q2 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
188
+ 2.02%
$10.6K - $11.7K
9.49K $660K
Jul 11, 2024 Q2 2024
Prentice Wealth Management LLC

BUY
 -
184
+ 1.99%
$10.4K - $11.5K
9.43K $656K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
178
+ 3.28%
$10K - $11.1K
5.61K $390K
Jul 25, 2024 Q2 2024
Abel Hall, LLC

Baton Rouge, LA
BUY
 -
178
+ 1.65%
$10K - $11.1K
11K $764K
Jul 23, 2024 Q2 2024
Joel Isaacson & Co., LLC

BUY
 -
176
+ 0.39%
$9.93K - $11K
44.8K $3.12M
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
175
+ 1.13%
$9.87K - $10.9K
15.6K $1.09M
Sep 11, 2024 Q2 2024
American Trust

Lexington, KY
BUY
 -
175
+ 4.68%
$9.87K - $10.9K
3.91K $272K
Jul 11, 2024 Q2 2024
John W. Brooker & Co., Cp As

BUY
 -
171
+ 2.48%
$9.65K - $10.7K
7.08K $492K
Jul 17, 2024 Q2 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
168
+ 3.54%
$9.48K - $10.5K
4.92K $342K
Aug 02, 2024 Q2 2024
Lipe & Dalton

BUY
 -
168
+ 1.03%
$9.48K - $10.5K
16.5K $1.15M
Jul 08, 2024 Q2 2024
Douglas Lane & Associates, LLC

BUY
 -
167
+ 1.46%
$9.42K - $10.4K
11.6K $805K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
167
New
$9.42K - $10.4K
167 $11.6K
Jul 17, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
165
+ 2.82%
$9.31K - $10.3K
6.01K $418K
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
165
+ 1.79%
$9.31K - $10.3K
9.39K $653K
Jul 30, 2024 Q2 2024
Private Ocean, LLC

BUY
 -
165
+ 28.95%
$9.31K - $10.3K
735 $51.1K
Oct 31, 2024 Q2 2024
Relyea Zuckerberg Hanson LLC

BUY
 -
165
+ 2.82%
$9.31K - $10.3K
6.01K $418K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
161
+ 3.09%
$9.08K - $10K
5.38K $374K
Jul 30, 2024 Q2 2024
Tci Wealth Advisors, Inc.

BUY
 -
160
+ 3.77%
$9.03K - $9.97K
4.4K $306K

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