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
Aug 09, 2024 Q2 2024
Summitry LLC

Foster City, CA
BUY
 -
1.41K
+ 0.15%
$79.5K - $87.9K
912K $70.5M
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
1.37K
+ 2.25%
$77.1K - $85.2K
62K $4.8M
Aug 02, 2024 Q2 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.36K
+ 2.73%
$76.8K - $84.8K
51.1K $3.95M
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
1.36K
+ 19.59%
$76.5K - $84.5K
8.28K $640K
Jul 29, 2024 Q2 2024
Crossmark Global Holdings, Inc.

BUY
 -
1.34K
+ 0.26%
$75.6K - $83.6K
511K $39.5M
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.33K
+ 7.81%
$75K - $82.9K
18.4K $1.42M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
1.32K
+ 18.24%
$74.5K - $82.4K
8.56K $662K
Jul 16, 2024 Q2 2024
Dmg Group, LLC

Birmingham, AL
BUY
 -
1.32K
+ 6.84%
$74.4K - $82.2K
20.6K $1.59M
Aug 05, 2024 Q2 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1.28K
+ 12.21%
$72.2K - $79.8K
11.8K $909K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.27K
+ 1.59%
$71.8K - $79.3K
81.4K $6.3M
Jul 26, 2024 Q2 2024
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
1.25K
+ 1.38%
$70.3K - $77.7K
91.8K $7.1M
Jul 09, 2024 Q2 2024
Heartwood Wealth Advisors LLC

BUY
 -
1.24K
+ 35.46%
$69.7K - $77K
4.72K $365K
Jul 16, 2024 Q2 2024
Bank Pictet & Cie (Asia) LTD

BUY
 -
1.22K
+ 3.75%
$68.9K - $76.1K
33.8K $2.62M
Aug 01, 2024 Q2 2024
Mv Capital Management, Inc.

BUY
 -
1.22K
+ 7.95%
$68.7K - $75.9K
16.5K $1.28M
Jul 10, 2024 Q2 2024
Five Oceans Advisors

BUY
 -
1.22K
+ 27.62%
$68.6K - $75.8K
5.62K $434K
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.21K
+ 9.57%
$68.5K - $75.7K
13.9K $1.07M
Jul 30, 2024 Q2 2024
Activest Wealth Management

BUY
 -
1.2K
+ 147.78%
$67.7K - $74.8K
2.01K $156K
Jul 24, 2024 Q2 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
1.19K
+ 22.88%
$66.9K - $73.9K
6.37K $493K
Jul 05, 2024 Q2 2024
Versant Capital Management, Inc

BUY
 -
1.17K
+ 50.98%
$66.2K - $73.1K
3.47K $269K
Aug 07, 2024 Q2 2024
Carson Advisory Inc.

BUY
 -
1.16K
+ 9.22%
$65.6K - $72.5K
13.8K $1.07M
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.16K
+ 4.72%
$65.2K - $72K
25.6K $1.98M
Jul 26, 2024 Q2 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
1.14K
+ 4.03%
$64.5K - $71.3K
29.5K $2.28M
Aug 12, 2024 Q2 2024
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.14K
+ 10.32%
$64.4K - $71.1K
12.2K $943K
Jul 25, 2024 Q2 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.13K
+ 257.73%
$64K - $70.7K
1.57K $122K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.13K
+ 6.13%
$63.7K - $70.4K
19.6K $1.51M
Jul 25, 2024 Q2 2024
Field & Main Bank

BUY
 -
1.13K
+ 16.39%
$63.6K - $70.3K
8.01K $619K
Jul 25, 2024 Q2 2024
Hills Bank & Trust CO

BUY
 -
1.11K
+ 8.74%
$62.8K - $69.4K
13.9K $1.07M
Jul 29, 2024 Q2 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
1.1K
+ 3.98%
$62.1K - $68.6K
28.7K $2.22M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.09K
New
$61.5K - $68K
1.09K $84.3K
Aug 14, 2024 Q2 2024
Rnc Capital Management LLC

BUY
 -
1.09K
+ 5.94%
$61.2K - $67.6K
19.3K $1.5M
Aug 13, 2024 Q2 2024
Twin Capital Management Inc

BUY
 -
1.08K
+ 1.36%
$61.1K - $67.6K
80.5K $6.23M
Jul 31, 2024 Q2 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.08K
+ 13.15%
$61K - $67.5K
9.31K $720K
Aug 13, 2024 Q2 2024
Harvest Portfolios Group Inc.

Oakville, A6
BUY
 -
1.07K
+ 1.12%
$60.4K - $66.7K
96.8K $7.49M
Aug 21, 2024 Q2 2024
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
1.07K
+ 2.37%
$60.1K - $66.4K
46K $3.56M
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.06K
+ 5.37%
$59.5K - $65.8K
20.7K $1.6M
Aug 13, 2024 Q2 2024
Legacy Financial Advisors, Inc.

BUY
 -
1.05K
+ 7.4%
$59.2K - $65.4K
15.2K $1.18M
Jul 10, 2024 Q2 2024
Aprio Wealth Management, LLC

BUY
 -
1.04K
+ 18.2%
$58.6K - $64.8K
6.75K $522K
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
1.04K
+ 15.76%
$58.6K - $64.8K
7.63K $590K
Aug 13, 2024 Q2 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
1.03K
+ 1.12%
$57.9K - $64K
92.8K $7.17M
Jul 15, 2024 Q2 2024
Occidental Asset Management, LLC

BUY
 -
1.01K
+ 18.48%
$57K - $63K
6.48K $501K
Aug 07, 2024 Q2 2024
Pds Planning, Inc

BUY
 -
1.01K
+ 11.99%
$56.7K - $62.7K
9.39K $726K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
1K
New
$56.6K - $62.5K
1K $77.6K
Jul 31, 2024 Q2 2024
Cfo4 Life Group, LLC

BUY
 -
1K
+ 18.76%
$56.5K - $62.5K
6.34K $491K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
1K
New
$56.4K - $62.3K
1K $77.3K
Aug 07, 2024 Q2 2024
Motco

BUY
 -
1K
+ 1219.51%
$56.4K - $62.3K
1.08K $83.7K
Aug 13, 2024 Q2 2024
Patten & Patten Inc

BUY
 -
1K
+ 16.16%
$56.4K - $62.3K
7.19K $556K
Aug 13, 2024 Q2 2024
Kelly Lawrence W & Associates Inc

Pasadena, CA
BUY
 -
1K
+ 100.0%
$56.4K - $62.3K
2K $155K
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
988
+ 1.72%
$55.7K - $61.6K
58.3K $4.51M
Aug 13, 2024 Q2 2024
Mizuho Bank, Ltd.

Tokyo, M0
BUY
 -
980
New
$55.3K - $61.1K
980 $75.8K

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