Purchases and Sales Made in Q2 2025 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 2025. 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 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
950M+ 2735254.25% |
$57.9B - $76.1B
|
950M
$75.7B
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
605K+ 21.69% |
$36.9M - $48.5M
|
3.39M
$271M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
199K+ 16.9% |
$12.2M - $16M
|
1.38M
$110M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
184K+ 8.46% |
$11.2M - $14.8M
|
2.36M
$188M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
148KNew |
$9.05M - $11.9M
|
148K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
146KNew |
$8.88M - $11.7M
|
146K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
135K+ 17.1% |
$8.23M - $10.8M
|
924K
$73.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
133KNew |
$8.13M - $10.7M
|
133K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
50KNew |
$3.05M - $4.01M
|
50K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
42.4KNew |
$2.58M - $3.39M
|
42.4K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
40K+ 5.3% |
$2.44M - $3.21M
|
795K
$63.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
33.9K+ 773.87% |
$2.07M - $2.72M
|
38.3K
$3.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.6KNew |
$1.87M - $2.45M
|
30.6K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
29.7K+ 393.92% |
$1.81M - $2.38M
|
37.3K
$2.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
24.2K+ 3.09% |
$1.47M - $1.94M
|
807K
$64.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22K+ 724.01% |
$1.34M - $1.76M
|
25K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19.4KNew |
$1.18M - $1.55M
|
19.4K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18.4K+ 5.68% |
$1.12M - $1.48M
|
343K
$27.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16.5KNew |
$1M - $1.32M
|
16.5K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.7K+ 14.14% |
$958K - $1.26M
|
127K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.6K+ 13.7% |
$954K - $1.25M
|
130K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
14.9K+ 3.27% |
$907K - $1.19M
|
469K
$37.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2K+ 5.82% |
$742K - $974K
|
221K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.7K+ 229.47% |
$716K - $941K
|
16.9K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.3K+ 2.41% |
$631K - $829K
|
440K
$35.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.1K+ 123.8% |
$613K - $806K
|
18.2K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.88% |
$593K - $779K
|
151K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 10.03% |
$537K - $706K
|
96.6K
$7.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 67.18% |
$492K - $646K
|
20.1K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
8.05K+ 41.3% |
$491K - $645K
|
27.5K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.69K+ 131.03% |
$469K - $616K
|
13.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.36K+ 39.51% |
$449K - $590K
|
26K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$3.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.04K+ 12.78% |
$368K - $484K
|
53.3K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
5.47KNew |
$334K - $438K
|
5.47K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.21K+ 50.89% |
$317K - $417K
|
15.4K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.82K+ 17.5% |
$294K - $386K
|
32.3K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.56KNew |
$278K - $366K
|
4.56K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.41KNew |
$269K - $353K
|
4.41K
$351K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.17K+ 12.98% |
$254K - $334K
|
36.3K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.12KNew |
$251K - $330K
|
4.12K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.86K+ 48.6% |
$235K - $309K
|
11.8K
$941K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.77KNew |
$230K - $302K
|
3.77K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.76K+ 4.68% |
$229K - $301K
|
84.2K
$6.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.74KNew |
$228K - $299K
|
3.74K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.73K+ 30.51% |
$227K - $299K
|
16K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$224K - $295K
|
3.68K
$293K
|