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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.29K+ 15.5% |
$139K - $183K
|
17K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.26K+ 35.22% |
$138K - $181K
|
8.69K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.24K+ 3.96% |
$137K - $180K
|
58.9K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.23K+ 43.91% |
$136K - $179K
|
7.3K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.22K+ 2.66% |
$136K - $178K
|
85.8K
$6.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.2K+ 10.12% |
$134K - $176K
|
23.9K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.19KNew |
$134K - $175K
|
2.19K
$173K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.09K+ 1.66% |
$127K - $167K
|
128K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.08K+ 11.35% |
$127K - $167K
|
20.4K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.01K+ 4.04% |
$122K - $161K
|
51.6K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.99K+ 6.21% |
$121K - $159K
|
34K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.96K+ 3.45% |
$120K - $157K
|
58.8K
$4.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 18.51% |
$119K - $156K
|
12.5K
$988K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.88K+ 5.31% |
$115K - $151K
|
37.3K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.87K+ 3.74% |
$114K - $150K
|
51.9K
$4.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.87K+ 24.93% |
$114K - $150K
|
9.39K
$743K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.87K+ 14.86% |
$114K - $150K
|
14.4K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.86K+ 3.62% |
$113K - $149K
|
53.1K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.84K+ 14.77% |
$112K - $148K
|
14.3K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.84K+ 41.3% |
$112K - $148K
|
6.3K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 2.48% |
$112K - $147K
|
75.9K
$6M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.83KNew |
$112K - $147K
|
1.83K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.82K+ 4.26% |
$111K - $146K
|
44.6K
$3.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.82K+ 26.63% |
$111K - $146K
|
8.64K
$684K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.81K+ 14.15% |
$110K - $145K
|
14.6K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.8K+ 16.18% |
$110K - $144K
|
12.9K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.8K+ 43.3% |
$110K - $144K
|
5.96K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 8.7% |
$109K - $144K
|
22.4K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.79K+ 57.64% |
$109K - $143K
|
4.9K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.79K+ 2.32% |
$109K - $143K
|
78.8K
$6.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 43.15% |
$109K - $143K
|
5.93K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.77K+ 0.51% |
$108K - $142K
|
350K
$27.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.77K+ 6.4% |
$108K - $142K
|
29.4K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.76K+ 27.22% |
$107K - $141K
|
8.24K
$652K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.76K+ 9.53% |
$107K - $141K
|
20.2K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.76K+ 3.56% |
$107K - $141K
|
51.1K
$4.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.75K+ 2.99% |
$107K - $140K
|
60.4K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.75K+ 3.41% |
$106K - $140K
|
52.9K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.74K+ 9.71% |
$106K - $139K
|
19.6K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.72K+ 5.54% |
$105K - $138K
|
32.8K
$2.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
1.72K+ 6.65% |
$105K - $138K
|
27.6K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.7K+ 12.83% |
$104K - $136K
|
15K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.7K+ 8.69% |
$103K - $136K
|
21.2K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.69K+ 5.17% |
$103K - $136K
|
34.4K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.68K+ 6.78% |
$102K - $134K
|
26.4K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.64K+ 18.76% |
$99.9K - $131K
|
10.4K
$821K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 8.98% |
$98.9K - $130K
|
19.7K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.62K+ 52.39% |
$98.8K - $130K
|
4.72K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.61K+ 3.13% |
$98.1K - $129K
|
53K
$4.19M
|