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
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.24K+ 16.43% |
$75.6K - $99.3K
|
8.79K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.22K+ 11.66% |
$74.4K - $97.7K
|
11.7K
$944K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.22K+ 8.48% |
$74.2K - $97.5K
|
15.6K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.21K+ 37.96% |
$74K - $97.3K
|
4.41K
$356K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 16.43% |
$72.9K - $95.7K
|
8.47K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 0.8% |
$72.9K - $95.7K
|
151K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 3.78% |
$72.7K - $95.6K
|
32.8K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.19K+ 9.33% |
$72.6K - $95.3K
|
13.9K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.19K+ 8.85% |
$72.6K - $95.3K
|
14.6K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.19K+ 16.99% |
$72.4K - $95.2K
|
8.18K
$661K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.18KNew |
$72.1K - $94.8K
|
1.18K
$95.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.18K+ 23.0% |
$71.7K - $94.1K
|
6.28K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.18K+ 0.22% |
$71.7K - $94.1K
|
533K
$43M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.17K+ 3.86% |
$71K - $93.3K
|
31.4K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.16K+ 41.62% |
$70.7K - $92.9K
|
3.94K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.15K+ 23.99% |
$70.1K - $92.1K
|
5.94K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.14K+ 7.42% |
$69.2K - $90.9K
|
16.4K
$1.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.13K+ 8.78% |
$68.7K - $90.2K
|
13.9K
$1.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.12K+ 496.0% |
$68.1K - $89.4K
|
1.34K
$108K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.12K+ 4.52% |
$68K - $89.3K
|
25.8K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$67.1K - $88.1K
|
1.1K
$88.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.09K+ 35.81% |
$66.5K - $87.4K
|
4.14K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.08K+ 2.58% |
$65.9K - $86.5K
|
42.9K
$3.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.07K+ 50.66% |
$65.1K - $85.5K
|
3.17K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.07K+ 82.0% |
$65K - $85.4K
|
2.37K
$191K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.06K+ 13.31% |
$64.8K - $85.2K
|
9.05K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 10.43% |
$63.8K - $83.8K
|
11.1K
$894K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 1.64% |
$62.1K - $81.6K
|
63.2K
$5.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.02K+ 21.64% |
$62K - $81.5K
|
5.72K
$462K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.01K+ 4.69% |
$61.3K - $80.6K
|
22.5K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1K+ 32.33% |
$61K - $80.1K
|
4.09K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1KNew |
$61K - $80.1K
|
1K
$80.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1K+ 20.05% |
$61K - $80.1K
|
5.99K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1KNew |
$61K - $80.1K
|
1K
$80.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
991+ 11.05% |
$60.4K - $79.4K
|
9.96K
$804K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
989+ 9.29% |
$60.3K - $79.2K
|
11.6K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
980+ 1.05% |
$59.8K - $78.5K
|
94.1K
$7.6M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
978+ 15.79% |
$59.6K - $78.4K
|
7.17K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
968+ 53.04% |
$59K - $77.6K
|
2.79K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
966+ 14.44% |
$58.9K - $77.4K
|
7.66K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
961+ 26.42% |
$58.6K - $77K
|
4.6K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
955+ 10.28% |
$58.2K - $76.5K
|
10.2K
$827K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
951+ 11.27% |
$58K - $76.2K
|
9.39K
$758K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
940New |
$57.3K - $75.3K
|
940
$75.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
917+ 1.41% |
$55.9K - $73.5K
|
65.8K
$5.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
916+ 3.47% |
$55.9K - $73.4K
|
27.3K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
912+ 7.66% |
$55.6K - $73.1K
|
12.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
910New |
$55.5K - $72.9K
|
910
$73.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
905+ 14.6% |
$55.2K - $72.5K
|
7.1K
$574K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
904+ 1.14% |
$55.1K - $72.4K
|
80.1K
$6.47M
|