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 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.06KNew |
$187K - $245K
|
3.06K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3.06K+ 20.91% |
$186K - $245K
|
17.7K
$1.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.05KNew |
$186K - $244K
|
3.05K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.04K+ 33.27% |
$185K - $243K
|
12.2K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
3.03K+ 1.28% |
$184K - $242K
|
239K
$19M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3.02KNew |
$184K - $242K
|
3.02K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 13.95% |
$183K - $240K
|
24.5K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.99K+ 2.98% |
$182K - $240K
|
103K
$8.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.96K+ 4.9% |
$181K - $237K
|
63.4K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.96K+ 24.2% |
$181K - $237K
|
15.2K
$1.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.95KNew |
$180K - $236K
|
2.95K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.93K+ 2.95% |
$179K - $235K
|
102K
$8.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.93K+ 12.82% |
$179K - $235K
|
25.8K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.93KNew |
$178K - $234K
|
2.93K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.93K+ 98.65% |
$178K - $234K
|
5.89K
$466K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.91KNew |
$178K - $233K
|
2.91K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.91K+ 14.5% |
$177K - $233K
|
23K
$1.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.91K+ 76.85% |
$177K - $233K
|
6.69K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.9K+ 8.39% |
$177K - $232K
|
37.4K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.86KNew |
$174K - $229K
|
2.86K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.85KNew |
$174K - $229K
|
2.85K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.85KNew |
$173K - $228K
|
2.85K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.84KNew |
$173K - $228K
|
2.84K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.84K+ 4.09% |
$173K - $227K
|
72.2K
$5.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.82KNew |
$172K - $226K
|
2.82K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.82K+ 13.68% |
$172K - $226K
|
23.4K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.81K+ 12.71% |
$171K - $225K
|
24.9K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$171K - $224K
|
2.8K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2.79KNew |
$170K - $224K
|
2.79K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.79KNew |
$170K - $223K
|
2.79K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.76K+ 0.63% |
$168K - $221K
|
443K
$35M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.75KNew |
$168K - $220K
|
2.75K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.75KNew |
$167K - $220K
|
2.75K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$217K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
2.74K+ 27.71% |
$167K - $219K
|
12.6K
$998K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.73KNew |
$167K - $219K
|
2.73K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$166K - $219K
|
2.73K
$216K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.73K+ 8.79% |
$166K - $218K
|
33.7K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.72KNew |
$166K - $218K
|
2.72K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.72KNew |
$166K - $218K
|
2.72K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 3.3% |
$165K - $217K
|
84.8K
$6.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
2.7KNew |
$165K - $216K
|
2.7K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.7K+ 47.1% |
$165K - $216K
|
8.43K
$667K
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.69KNew |
$164K - $216K
|
2.69K
$213K
|