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
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
73+ 1.41% |
$4.12K - $4.55K
|
5.24K
$420K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
71+ 1.55% |
$4.01K - $4.43K
|
4.64K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
68+ 1.1% |
$3.84K - $4.24K
|
6.27K
$502K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
66+ 1.83% |
$3.72K - $4.11K
|
3.67K
$293K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
65+ 0.14% |
$3.67K - $4.05K
|
45.2K
$3.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
64New |
$3.61K - $3.99K
|
64
$5.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
63+ 4.08% |
$3.55K - $3.93K
|
1.61K
$129K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
60+ 0.35% |
$3.38K - $3.74K
|
17.1K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
58New |
$3.27K - $3.62K
|
58
$4.64K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
57+ 10.4% |
$3.22K - $3.55K
|
605
$48.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
56+ 0.16% |
$3.16K - $3.49K
|
35.2K
$2.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
55+ 4.89% |
$3.1K - $3.43K
|
1.18K
$94.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
54+ 13.3% |
$3.05K - $3.37K
|
460
$36.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 8.54% |
$3.05K - $3.37K
|
686
$54.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.25% |
$2.99K - $3.3K
|
21.7K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
52+ 0.58% |
$2.93K - $3.24K
|
8.95K
$716K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
51+ 0.23% |
$2.88K - $3.18K
|
22.2K
$1.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 11.36% |
$2.82K - $3.12K
|
490
$39.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
50+ 0.36% |
$2.82K - $3.12K
|
13.9K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
50+ 0.48% |
$2.82K - $3.12K
|
10.5K
$838K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
50+ 0.33% |
$2.82K - $3.12K
|
15K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
50+ 1.07% |
$2.82K - $3.12K
|
4.72K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
48+ 0.15% |
$2.71K - $2.99K
|
32.2K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
46+ 0.25% |
$2.59K - $2.87K
|
18.5K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
43+ 0.38% |
$2.43K - $2.68K
|
11.4K
$912K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
39+ 0.66% |
$2.2K - $2.43K
|
5.94K
$476K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
37New |
$2.09K - $2.31K
|
37
$2.96K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
BUY
|
- |
36+ 0.36% |
$2.03K - $2.24K
|
9.9K
$793K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 3.94% |
$1.92K - $2.12K
|
897
$71.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34New |
$1.92K - $2.12K
|
34
$2.72K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
33+ 0.3% |
$1.86K - $2.06K
|
11.1K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
31+ 0.43% |
$1.75K - $1.93K
|
7.25K
$580K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
29+ 0.57% |
$1.64K - $1.81K
|
5.11K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 0.59% |
$1.64K - $1.81K
|
4.94K
$395K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.32% |
$1.58K - $1.75K
|
8.76K
$701K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
28+ 0.51% |
$1.58K - $1.75K
|
5.47K
$438K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
27+ 1.74% |
$1.52K - $1.68K
|
1.58K
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27New |
$1.52K - $1.68K
|
27
$2.16K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$2.08K
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
26+ 0.52% |
$1.47K - $1.62K
|
5.04K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.51% |
$1.41K - $1.56K
|
4.91K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 2.1% |
$1.35K - $1.5K
|
1.17K
$93.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24+ 2.39% |
$1.35K - $1.5K
|
1.03K
$82.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
23+ 0.55% |
$1.3K - $1.43K
|
4.23K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 0.59% |
$1.24K - $1.37K
|
3.75K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
22+ 0.07% |
$1.24K - $1.37K
|
29.6K
$2.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 17.74% |
$1.24K - $1.37K
|
146
$11.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.22% |
$1.18K - $1.31K
|
9.65K
$772K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.36% |
$1.18K - $1.31K
|
5.88K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 0.6% |
$1.18K - $1.31K
|
3.52K
$281K
|