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 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.73KNew |
$228K - $299K
|
3.73K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.73K+ 30.51% |
$227K - $299K
|
16K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.7K+ 5.47% |
$225K - $296K
|
71.2K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.68K+ 26.0% |
$224K - $295K
|
17.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$224K - $295K
|
3.68K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.67K+ 3.06% |
$224K - $294K
|
124K
$9.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.62K+ 6.81% |
$221K - $290K
|
56.8K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.62K+ 129.03% |
$221K - $290K
|
6.42K
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
3.58KNew |
$219K - $287K
|
3.58K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.58K+ 28.74% |
$218K - $286K
|
16K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
3.56K+ 37.63% |
$217K - $285K
|
13K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.55K+ 37.97% |
$216K - $284K
|
12.9K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
3.5K+ 41.58% |
$213K - $280K
|
11.9K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.5K+ 85.48% |
$213K - $280K
|
7.59K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.5KNew |
$213K - $280K
|
3.5K
$277K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 95.67% |
$213K - $280K
|
7.14K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$209K - $274K
|
3.42K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.41K+ 1.36% |
$208K - $273K
|
254K
$20.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.41K+ 8.39% |
$208K - $273K
|
44K
$3.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.4KNew |
$208K - $273K
|
3.4K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.4K+ 50.97% |
$207K - $272K
|
10.1K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.38K+ 31.38% |
$206K - $271K
|
14.2K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3.38KNew |
$206K - $271K
|
3.38K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.35K+ 12.57% |
$204K - $268K
|
30K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.33KNew |
$203K - $267K
|
3.33K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.27K+ 81.29% |
$199K - $262K
|
7.3K
$577K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.25K+ 10.75% |
$198K - $260K
|
33.4K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.24KNew |
$197K - $259K
|
3.24K
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
3.23KNew |
$197K - $259K
|
3.23K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.23KNew |
$197K - $258K
|
3.23K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 14.28% |
$196K - $257K
|
25.7K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
3.21K+ 1.1% |
$196K - $257K
|
296K
$23.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.2K+ 6.96% |
$195K - $256K
|
49.2K
$3.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.2KNew |
$195K - $256K
|
3.2K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.2K+ 29.38% |
$195K - $256K
|
14.1K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.17K+ 3.12% |
$193K - $254K
|
105K
$8.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.16KNew |
$193K - $253K
|
3.16K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.16KNew |
$192K - $253K
|
3.16K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.15KNew |
$192K - $252K
|
3.15K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.14KNew |
$192K - $252K
|
3.14K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.14K+ 22.97% |
$191K - $251K
|
16.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.14K+ 13.68% |
$191K - $251K
|
26.1K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
3.13KNew |
$191K - $251K
|
3.13K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
3.13K+ 416.93% |
$191K - $251K
|
3.88K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.12K+ 55.45% |
$190K - $250K
|
8.75K
$692K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.12KNew |
$190K - $250K
|
3.12K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.11KNew |
$190K - $249K
|
3.11K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.11KNew |
$190K - $249K
|
3.11K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.09K+ 201.3% |
$188K - $247K
|
4.62K
$366K
|