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 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.61K+ 11.04% |
$98K - $129K
|
16.2K
$1.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.6K+ 33.61% |
$97.6K - $128K
|
6.36K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.6K+ 10.63% |
$97.4K - $128K
|
16.6K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 8.6% |
$97.2K - $128K
|
20.1K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.59K+ 10.88% |
$97.1K - $128K
|
16.2K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.59K+ 6.82% |
$97.1K - $128K
|
25K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.59K+ 1.85% |
$97K - $127K
|
87.7K
$7.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.59K+ 14.1% |
$97K - $127K
|
12.9K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.58K+ 58.8% |
$96.6K - $127K
|
4.28K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 43.64% |
$95.6K - $126K
|
5.16K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.56K+ 8.01% |
$95.2K - $125K
|
21.1K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.54K+ 0.57% |
$94.1K - $124K
|
274K
$22.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 3.06% |
$93.9K - $123K
|
51.8K
$4.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.53K+ 11.34% |
$93.2K - $123K
|
15K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.53K+ 3.96% |
$93.1K - $122K
|
40.1K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.5K+ 2.62% |
$91.5K - $120K
|
58.8K
$4.75M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.49K+ 0.65% |
$91.1K - $120K
|
232K
$18.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.49K+ 40.35% |
$91K - $120K
|
5.19K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.49K+ 21.83% |
$91K - $120K
|
8.33K
$672K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.46K+ 0.76% |
$89.2K - $117K
|
194K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.46K+ 14.63% |
$89.2K - $117K
|
11.5K
$926K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.46K+ 33.63% |
$88.8K - $117K
|
5.79K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.44K+ 2.93% |
$87.9K - $116K
|
50.6K
$4.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.44K+ 4.7% |
$87.7K - $115K
|
32.1K
$2.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 4.95% |
$86.7K - $114K
|
30.2K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.42K+ 3.07% |
$86.3K - $113K
|
47.5K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.41K+ 1.32% |
$86K - $113K
|
108K
$8.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.41K+ 20.17% |
$85.9K - $113K
|
8.39K
$677K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4K+ 4.27% |
$85.6K - $112K
|
34.3K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.4K+ 19.34% |
$85.3K - $112K
|
8.63K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.38K+ 1.22% |
$84K - $110K
|
114K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 7.84% |
$83.2K - $109K
|
18.8K
$1.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.36K+ 18.04% |
$82.7K - $109K
|
8.88K
$717K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.35K+ 3.17% |
$82.5K - $108K
|
44K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.35K+ 39.23% |
$82.4K - $108K
|
4.8K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.35K+ 1.35% |
$82.1K - $108K
|
101K
$8.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.35K+ 20.57% |
$82.1K - $108K
|
7.89K
$637K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.34K+ 25.22% |
$81.4K - $107K
|
6.63K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 17.56% |
$80.4K - $106K
|
8.83K
$713K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 3.37% |
$79.6K - $105K
|
40K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.3K+ 6.12% |
$79K - $104K
|
22.5K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.29K+ 4.33% |
$78.8K - $104K
|
31.1K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.28KNew |
$78.3K - $103K
|
1.28K
$104K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.28K+ 26.98% |
$77.9K - $102K
|
6.01K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 0.37% |
$77.6K - $102K
|
344K
$27.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.27K+ 8.47% |
$77.6K - $102K
|
16.3K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.25KNew |
$76.5K - $100K
|
1.25K
$101K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 3.14% |
$76.2K - $100K
|
41.1K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.25K+ 14.89% |
$76.2K - $100K
|
9.65K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.24K+ 3.34% |
$75.7K - $99.5K
|
38.4K
$3.11M
|