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
Jul 24, 2024 Q2 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
152
+ 0.36%
$8.57K - $9.48K
42.8K $3.36M
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
150
New
$8.46K - $9.35K
150 $11.8K
Jul 02, 2024 Q2 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
148
+ 31.03%
$8.35K - $9.23K
625 $49K
Jul 25, 2024 Q2 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
148
+ 1.18%
$8.35K - $9.23K
12.7K $995K
Jul 30, 2024 Q2 2024
Vista Wealth Management Group, LLC

BUY
 -
148
+ 0.4%
$8.35K - $9.23K
36.8K $2.88M
Aug 12, 2024 Q2 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
146
+ 1.85%
$8.24K - $9.1K
8.02K $629K
Aug 13, 2024 Q2 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
145
+ 0.57%
$8.18K - $9.04K
25.4K $1.99M
Jul 23, 2024 Q2 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
144
+ 1.92%
$8.12K - $8.98K
7.64K $599K
Jul 19, 2024 Q2 2024
Revolve Wealth Partners, LLC

BUY
 -
143
+ 3.62%
$8.07K - $8.91K
4.09K $320K
Jul 09, 2024 Q2 2024
Fulton Bank, N.A.

BUY
 -
139
+ 0.59%
$7.84K - $8.67K
23.6K $1.85M
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
135
+ 9.0%
$7.62K - $8.42K
1.64K $128K
Jul 31, 2024 Q2 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
133
+ 0.56%
$7.5K - $8.29K
23.9K $1.87M
Aug 12, 2024 Q2 2024
Allen Capital Group, LLC

BUY
 -
133
+ 2.19%
$7.5K - $8.29K
6.2K $486K
Jul 29, 2024 Q2 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
132
+ 0.33%
$7.45K - $8.23K
40.7K $3.19M
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
131
+ 0.22%
$7.39K - $8.17K
60.8K $4.76M
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
131
+ 0.88%
$7.39K - $8.17K
15.1K $1.18M
Jul 02, 2024 Q2 2024
Marcum Wealth, LLC

BUY
 -
130
+ 0.78%
$7.33K - $8.1K
16.7K $1.31M
Jul 31, 2024 Q2 2024
Auxano Advisors, LLC

BUY
 -
127
+ 1.66%
$7.16K - $7.92K
7.78K $610K
Nov 07, 2024 Q2 2024
Verity & Verity, LLC

Beaufort, SC
BUY
 -
126
+ 2.58%
$7.11K - $7.85K
5K $392K
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
125
+ 0.83%
$7.05K - $7.79K
15.1K $1.18M
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
125
New
$7.05K - $7.79K
125 $9.8K
Jul 15, 2024 Q2 2024
Ballast, Inc.

BUY
 -
123
+ 2.16%
$6.94K - $7.67K
5.81K $456K
Jul 24, 2024 Q2 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
123
+ 18.78%
$6.94K - $7.67K
778 $61K
Aug 21, 2024 Q2 2024
Heartland Bank & Trust CO

BUY
 -
123
+ 0.76%
$6.94K - $7.67K
16.4K $1.29M
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
121
+ 0.53%
$6.83K - $7.54K
22.8K $1.79M
Jul 22, 2024 Q2 2024
Strengthening Families & Communities, LLC

BUY
 -
120
New
$6.77K - $7.48K
120 $9.4K
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
120
+ 1.18%
$6.77K - $7.48K
10.3K $807K
Jul 18, 2024 Q2 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
113
+ 0.9%
$6.37K - $7.04K
12.6K $991K
Jul 19, 2024 Q2 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
112
+ 2.37%
$6.32K - $6.98K
4.84K $379K
Aug 07, 2024 Q2 2024
Stone X Group Inc.

BUY
 -
112
+ 0.66%
$6.32K - $6.98K
17K $1.33M
Jul 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
110
+ 0.46%
$6.21K - $6.86K
24K $1.88M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
108
+ 0.48%
$6.09K - $6.73K
22.8K $1.79M
Jul 11, 2024 Q2 2024
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
107
+ 2.34%
$6.04K - $6.67K
4.67K $366K
Aug 13, 2024 Q2 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
105
+ 0.77%
$5.92K - $6.55K
13.7K $1.07M
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
105
+ 0.56%
$5.92K - $6.55K
18.7K $1.47M
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
101
+ 1.84%
$5.7K - $6.3K
5.59K $438K
Aug 12, 2024 Q2 2024
Heritage Trust CO

Oklahoma City, OK
BUY
 -
100
+ 1.38%
$5.64K - $6.23K
7.32K $574K
Aug 13, 2024 Q2 2024
Haverford Trust CO

Radnor, PA
BUY
 -
100
+ 0.19%
$5.64K - $6.23K
52.9K $4.14M
Jul 11, 2024 Q2 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
97
+ 35.27%
$5.47K - $6.05K
372 $29.2K
Jul 29, 2024 Q2 2024
Wealthstream Advisors, Inc.

BUY
 -
96
+ 1.57%
$5.42K - $5.98K
6.2K $486K
Aug 13, 2024 Q2 2024
Jackson Hole Capital Partners, LLC

BUY
 -
95
+ 0.19%
$5.36K - $5.92K
51K $4M
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
91
+ 1.43%
$5.13K - $5.67K
6.48K $508K
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
88
+ 0.52%
$4.96K - $5.49K
17K $1.33M
Aug 07, 2024 Q2 2024
Altfest L J & CO Inc

BUY
 -
88
+ 0.97%
$4.96K - $5.49K
9.2K $721K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
87
+ 0.95%
$4.91K - $5.42K
9.22K $723K
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
85
+ 0.42%
$4.79K - $5.3K
20.3K $1.59M
Aug 06, 2024 Q2 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
78
+ 1.47%
$4.4K - $4.86K
5.4K $423K
Aug 12, 2024 Q2 2024
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
77
+ 0.87%
$4.34K - $4.8K
8.95K $701K
Aug 14, 2024 Q2 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
77
+ 2.02%
$4.34K - $4.8K
3.88K $304K

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