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 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.08K+ 11.25% |
$287K - $317K
|
50.3K
$3.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.06K+ 49.46% |
$285K - $315K
|
15.3K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.05KNew |
$285K - $315K
|
5.05K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
5.05K+ 10.65% |
$285K - $315K
|
52.5K
$3.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.03K+ 15.13% |
$284K - $313K
|
38.2K
$2.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5KNew |
$282K - $312K
|
5K
$350K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.97K+ 1.95% |
$280K - $310K
|
260K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.95KNew |
$279K - $309K
|
4.95K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.94K+ 14.48% |
$278K - $308K
|
39K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.91K+ 3.66% |
$277K - $306K
|
139K
$9.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
4.91KNew |
$277K - $306K
|
4.91K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.84K+ 23.31% |
$273K - $301K
|
25.6K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.82KNew |
$272K - $300K
|
4.82K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.82KNew |
$272K - $300K
|
4.82K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.8KNew |
$271K - $299K
|
4.8K
$336K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.67K+ 4.22% |
$263K - $291K
|
115K
$8.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.66K+ 6.51% |
$263K - $290K
|
76.1K
$5.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.64KNew |
$262K - $289K
|
4.64K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.64K+ 119.25% |
$262K - $289K
|
8.53K
$597K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.62K+ 1.16% |
$261K - $288K
|
403K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.6K+ 1.07% |
$259K - $287K
|
435K
$30.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.58KNew |
$258K - $285K
|
4.58K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.56K+ 2577.4% |
$257K - $284K
|
4.74K
$332K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.49KNew |
$253K - $280K
|
4.49K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.47K+ 1.39% |
$252K - $279K
|
326K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.42KNew |
$249K - $275K
|
4.42K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.42K+ 5.64% |
$249K - $275K
|
82.7K
$5.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.4KNew |
$248K - $274K
|
4.4K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.35K+ 37.9% |
$246K - $271K
|
15.8K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.33KNew |
$244K - $270K
|
4.33K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.33K+ 0.32% |
$244K - $270K
|
1.37M
$96.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.32K+ 119.13% |
$244K - $269K
|
7.95K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$241K - $267K
|
4.28K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.27KNew |
$241K - $266K
|
4.27K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.26KNew |
$240K - $265K
|
4.26K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.25K+ 1.96% |
$240K - $265K
|
221K
$15.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.24KNew |
$239K - $265K
|
4.24K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.24K+ 9.92% |
$239K - $264K
|
47K
$3.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.21KNew |
$237K - $262K
|
4.21K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.2K+ 10.53% |
$237K - $262K
|
44.1K
$3.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.15K+ 20.12% |
$234K - $259K
|
24.8K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.12K+ 18.05% |
$232K - $257K
|
27K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.12KNew |
$232K - $257K
|
4.12K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.11K+ 11.49% |
$232K - $256K
|
39.9K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.11KNew |
$232K - $256K
|
4.11K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
4.08K+ 110.97% |
$230K - $254K
|
7.75K
$542K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.04K+ 27.19% |
$228K - $252K
|
18.9K
$1.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.03K+ 4.43% |
$227K - $251K
|
94.9K
$6.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
4.02KNew |
$227K - $251K
|
4.02K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
4K+ 1.32% |
$226K - $249K
|
308K
$21.6M
|