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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.97KNew |
$224K - $247K
|
3.97K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.92KNew |
$221K - $244K
|
3.92K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.89KNew |
$219K - $242K
|
3.89K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.88KNew |
$219K - $242K
|
3.88K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.86KNew |
$217K - $240K
|
3.86K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.83KNew |
$216K - $239K
|
3.83K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.82KNew |
$215K - $238K
|
3.82K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3.8KNew |
$214K - $237K
|
3.8K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.79K+ 61.13% |
$214K - $236K
|
9.99K
$741K
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.79KNew |
$214K - $236K
|
3.79K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.75KNew |
$212K - $234K
|
3.75K
$278K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$211K - $233K
|
3.75K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.73KNew |
$211K - $233K
|
3.73K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.73K+ 2.24% |
$210K - $232K
|
170K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.67KNew |
$207K - $229K
|
3.67K
$272K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.65KNew |
$206K - $228K
|
3.65K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.65K+ 8.72% |
$206K - $228K
|
45.5K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.65KNew |
$206K - $227K
|
3.65K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.63K+ 42.0% |
$205K - $226K
|
12.3K
$909K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.62K+ 7.24% |
$204K - $226K
|
53.6K
$3.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.61K+ 13.14% |
$204K - $225K
|
31.1K
$2.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.61K+ 16.58% |
$204K - $225K
|
25.4K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.6KNew |
$203K - $224K
|
3.6K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.57KNew |
$201K - $222K
|
3.57K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.57KNew |
$201K - $222K
|
3.57K
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.55K+ 9.13% |
$200K - $222K
|
42.5K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.53KNew |
$199K - $220K
|
3.53K
$262K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.52KNew |
$198K - $219K
|
3.52K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.51KNew |
$198K - $219K
|
3.51K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$197K - $218K
|
3.5K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.49K+ 7.27% |
$197K - $218K
|
51.5K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.49KNew |
$197K - $218K
|
3.49K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.45KNew |
$195K - $215K
|
3.45K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.44K+ 22.64% |
$194K - $215K
|
18.6K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.44KNew |
$194K - $214K
|
3.44K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.44K+ 73.36% |
$194K - $214K
|
8.12K
$602K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.43KNew |
$193K - $214K
|
3.43K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$193K - $213K
|
3.42K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.42K+ 7.41% |
$193K - $213K
|
49.5K
$3.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.41K+ 93.47% |
$192K - $212K
|
7.05K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
3.4KNew |
$192K - $212K
|
3.4K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$192K - $212K
|
3.4K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.39K+ 4.69% |
$191K - $211K
|
75.6K
$5.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.39KNew |
$191K - $211K
|
3.39K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.36K+ 41.13% |
$190K - $209K
|
11.5K
$855K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.35K+ 3.08% |
$189K - $209K
|
112K
$8.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.35K+ 9.41% |
$189K - $209K
|
38.9K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.34K+ 0.43% |
$189K - $208K
|
778K
$57.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.33K+ 65.15% |
$188K - $208K
|
8.45K
$626K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.31K+ 191.37% |
$186K - $206K
|
5.03K
$373K
|