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
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.34K+ 17.59% |
$414K - $457K
|
49.1K
$3.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
- |
7.31KNew |
$413K - $456K
|
7.31K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.28KNew |
$411K - $454K
|
7.28K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
7.28K+ 1.18% |
$411K - $454K
|
623K
$44.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.24K+ 21.58% |
$408K - $451K
|
40.8K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.23K+ 0.55% |
$408K - $451K
|
1.33M
$95.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
7.08K+ 4.39% |
$399K - $441K
|
168K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
7.07KNew |
$399K - $441K
|
7.07K
$506K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
7.07KNew |
$399K - $441K
|
7.07K
$506K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6.98KNew |
$393K - $435K
|
6.98K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.96K+ 10.62% |
$392K - $434K
|
72.4K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.94KNew |
$391K - $433K
|
6.94K
$497K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
6.77K+ 1.03% |
$382K - $422K
|
664K
$47.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
6.75K+ 14.51% |
$381K - $421K
|
53.3K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.72K+ 11.07% |
$379K - $419K
|
67.4K
$4.83M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
6.65KNew |
$375K - $415K
|
6.65K
$476K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$372K - $411K
|
6.6K
$473K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
6.52KNew |
$368K - $406K
|
6.52K
$467K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
6.5K+ 44.32% |
$367K - $405K
|
21.2K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.47KNew |
$365K - $403K
|
6.47K
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
6.41K+ 15.99% |
$361K - $399K
|
46.5K
$3.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
6.3KNew |
$355K - $393K
|
6.3K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.3K+ 33.89% |
$355K - $393K
|
24.9K
$1.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.2K+ 76.95% |
$350K - $386K
|
14.3K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.19KNew |
$349K - $386K
|
6.19K
$443K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.19KNew |
$349K - $386K
|
6.19K
$443K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.08KNew |
$343K - $379K
|
6.08K
$435K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.98KNew |
$337K - $373K
|
5.98K
$428K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
5.94KNew |
$335K - $370K
|
5.94K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.9K+ 58.24% |
$333K - $368K
|
16K
$1.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.82K+ 8.87% |
$328K - $363K
|
71.4K
$5.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.78K+ 31.45% |
$326K - $361K
|
24.2K
$1.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.77KNew |
$326K - $360K
|
5.77K
$413K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.7K+ 8.34% |
$321K - $355K
|
74K
$5.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.68K+ 36.15% |
$321K - $354K
|
21.4K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.68K+ 11.5% |
$320K - $354K
|
55K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
5.64K+ 0.2% |
$318K - $351K
|
2.79M
$200M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
5.64K+ 0.2% |
$318K - $351K
|
2.79M
$200M
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.57K+ 3.75% |
$314K - $347K
|
154K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.53KNew |
$312K - $345K
|
5.53K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.52K+ 11.93% |
$311K - $344K
|
51.8K
$3.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.41KNew |
$305K - $337K
|
5.41K
$387K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.37KNew |
$303K - $335K
|
5.37K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
5.36KNew |
$302K - $334K
|
5.36K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.21K+ 16.31% |
$294K - $325K
|
37.1K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.2K+ 8.26% |
$293K - $324K
|
68.1K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.17K+ 18.96% |
$291K - $322K
|
32.4K
$2.32M
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
BUY
|
- |
5.15K+ 82.5% |
$291K - $321K
|
11.4K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
5.1K+ 41.99% |
$288K - $318K
|
17.3K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.08K+ 11.25% |
$287K - $317K
|
50.3K
$3.6M
|