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 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
12.3K+ 2.16% |
$693K - $766K
|
581K
$41.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 52.49% |
$692K - $765K
|
35.6K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2K+ 11.83% |
$690K - $762K
|
116K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.1KNew |
$680K - $752K
|
12.1K
$863K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
11.9K+ 2975.0% |
$671K - $742K
|
12.3K
$881K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.4K+ 10.81% |
$641K - $708K
|
116K
$8.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 1.23% |
$639K - $706K
|
932K
$66.8M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.3KNew |
$639K - $706K
|
11.3K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
11.2KNew |
$630K - $696K
|
11.2K
$800K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10.9K+ 101.33% |
$617K - $681K
|
21.7K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.8K+ 12.95% |
$609K - $673K
|
94.1K
$6.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
10.6K+ 407.4% |
$599K - $662K
|
13.2K
$947K
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
10.5K+ 32.66% |
$592K - $655K
|
42.6K
$3.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 54.39% |
$564K - $623K
|
28.4K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.88K+ 7.45% |
$558K - $616K
|
142K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9.59KNew |
$541K - $598K
|
9.59K
$687K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.57K+ 96.08% |
$540K - $597K
|
19.5K
$1.4M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9.54KNew |
$538K - $595K
|
9.54K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.53K+ 5.43% |
$538K - $594K
|
185K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.43K+ 8.0% |
$532K - $588K
|
127K
$9.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
9.34K+ 18.85% |
$527K - $582K
|
58.9K
$4.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
9.29K+ 5.89% |
$524K - $579K
|
167K
$12M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.24K+ 10.98% |
$521K - $576K
|
93.4K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
9.08KNew |
$512K - $566K
|
9.08K
$650K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.05K+ 5.92% |
$511K - $564K
|
162K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.05K+ 564.21% |
$511K - $564K
|
10.7K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
9K+ 82.05% |
$508K - $561K
|
20K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
8.91KNew |
$502K - $555K
|
8.91K
$638K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.88K+ 16.08% |
$501K - $554K
|
64.1K
$4.59M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
8.84KNew |
$499K - $551K
|
8.84K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.8K+ 32.79% |
$496K - $548K
|
35.6K
$2.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.75K+ 17.62% |
$494K - $545K
|
58.4K
$4.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.61K+ 58.53% |
$486K - $537K
|
23.3K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.55K+ 2.41% |
$482K - $533K
|
363K
$26M
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8.5K+ 19.31% |
$480K - $530K
|
52.5K
$3.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.49K+ 158.35% |
$479K - $530K
|
13.9K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
8.31K+ 3.07% |
$469K - $518K
|
279K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.2KNew |
$462K - $511K
|
8.2K
$587K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.17K+ 119.33% |
$461K - $509K
|
15K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
8.12K+ 0.54% |
$458K - $506K
|
1.52M
$109M
|
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
8.04KNew |
$453K - $501K
|
8.04K
$575K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
8.02KNew |
$452K - $500K
|
8.02K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
8K+ 230.88% |
$451K - $499K
|
11.5K
$821K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
7.75K+ 31.34% |
$437K - $483K
|
32.5K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
7.75K+ 9.81% |
$437K - $483K
|
86.8K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
7.75K+ 1.08% |
$437K - $483K
|
724K
$51.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
7.56K+ 588.25% |
$426K - $471K
|
8.84K
$633K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
7.5KNew |
$423K - $467K
|
7.5K
$537K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.39KNew |
$417K - $460K
|
7.39K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.37K+ 9.36% |
$416K - $459K
|
86.1K
$6.16M
|