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 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
23.7K+ 30.96% |
$1.34M - $1.48M
|
100K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.4K+ 45.75% |
$1.26M - $1.4M
|
71.3K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 69.9% |
$1.26M - $1.39M
|
54.1K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
21.7K+ 406.11% |
$1.23M - $1.35M
|
27.1K
$2.01M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
21KNew |
$1.18M - $1.31M
|
21K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 29.18% |
$1.18M - $1.31M
|
92.7K
$6.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.7K+ 77.7% |
$1.17M - $1.29M
|
47.3K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20.6K+ 51610.0% |
$1.16M - $1.29M
|
20.7K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20KNew |
$1.13M - $1.25M
|
20K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
19.9K+ 16.36% |
$1.12M - $1.24M
|
141K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.8K+ 35.98% |
$1.12M - $1.23M
|
74.8K
$5.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
19.1KNew |
$1.08M - $1.19M
|
19.1K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19K+ 106.88% |
$1.07M - $1.18M
|
36.8K
$2.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18.8KNew |
$1.06M - $1.17M
|
18.8K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
18.8KNew |
$1.06M - $1.17M
|
18.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
18.1KNew |
$1.02M - $1.13M
|
18.1K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
18K+ 39.23% |
$1.02M - $1.12M
|
63.9K
$4.74M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
18KNew |
$1.02M - $1.12M
|
18K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18K+ 127.77% |
$1.01M - $1.12M
|
32K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
17.8K+ 12.87% |
$1.01M - $1.11M
|
156K
$11.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
17.7K+ 6958.43% |
$1M - $1.11M
|
18K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17.5KNew |
$987K - $1.09M
|
17.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
17.3KNew |
$974K - $1.08M
|
17.3K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
17.1KNew |
$965K - $1.07M
|
17.1K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
17.1K+ 299.6% |
$963K - $1.06M
|
22.8K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17K+ 5.62% |
$957K - $1.06M
|
319K
$23.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.9K+ 13.33% |
$953K - $1.05M
|
144K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 2.35% |
$937K - $1.04M
|
722K
$53.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.3KNew |
$921K - $1.02M
|
16.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
16.1K+ 32.55% |
$908K - $1M
|
65.6K
$4.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
16K+ 12.82% |
$902K - $997K
|
141K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$846K - $935K
|
15K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14.8K+ 311.15% |
$833K - $921K
|
19.5K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
14.7K+ 124.08% |
$827K - $914K
|
26.5K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
14.6KNew |
$823K - $909K
|
14.6K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.2KNew |
$800K - $884K
|
14.2K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.2K+ 1.1% |
$799K - $883K
|
1.3M
$96.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
14.2K+ 0.65% |
$799K - $883K
|
2.18M
$162M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14K+ 158.86% |
$788K - $871K
|
22.8K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.9K+ 59.73% |
$784K - $866K
|
37.2K
$2.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
13.5K+ 18.72% |
$762K - $843K
|
85.7K
$6.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13.4K+ 0.87% |
$758K - $838K
|
1.56M
$116M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.3K+ 8.63% |
$751K - $830K
|
168K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 16.4% |
$747K - $825K
|
94K
$6.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
13.2KNew |
$746K - $824K
|
13.2K
$980K
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
13.1K+ 1.66% |
$738K - $815K
|
801K
$59.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
12.8KNew |
$724K - $800K
|
12.8K
$951K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
12.6KNew |
$708K - $783K
|
12.6K
$931K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.5KNew |
$703K - $777K
|
12.5K
$924K
|
|
|
Aug 14, 2024
Q2 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
12.5KNew |
$702K - $776K
|
12.5K
$923K
|