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 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
900+ 6.78% |
$54.9K - $72.1K
|
14.2K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
899+ 17.32% |
$54.8K - $72K
|
6.09K
$492K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
888+ 18.57% |
$54.2K - $71.1K
|
5.67K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
880+ 7.41% |
$53.7K - $70.5K
|
12.8K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
878+ 1.97% |
$53.5K - $70.3K
|
45.5K
$3.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
859+ 10.11% |
$52.4K - $68.8K
|
9.35K
$755K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
856+ 7.12% |
$52.2K - $68.6K
|
12.9K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
852+ 4.73% |
$52K - $68.3K
|
18.9K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
843+ 84.3% |
$51.4K - $67.5K
|
1.84K
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
832+ 29.86% |
$50.7K - $66.7K
|
3.62K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
826+ 13.98% |
$50.4K - $66.2K
|
6.74K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
823+ 12.1% |
$50.2K - $65.9K
|
7.62K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
815+ 5.83% |
$49.7K - $65.3K
|
14.8K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
812+ 2.58% |
$49.5K - $65.1K
|
32.3K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
805+ 6.17% |
$49.1K - $64.5K
|
13.8K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
804+ 19.34% |
$49K - $64.4K
|
4.96K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
804+ 25.07% |
$49K - $64.4K
|
4.01K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
802+ 1.25% |
$48.9K - $64.3K
|
65K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
801+ 1013.92% |
$48.8K - $64.2K
|
880
$71.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
800+ 1.59% |
$48.8K - $64.1K
|
51.2K
$4.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
799+ 2.77% |
$48.7K - $64K
|
29.6K
$2.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
791+ 6.42% |
$48.2K - $63.4K
|
13.1K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
789+ 5.93% |
$48.1K - $63.2K
|
14.1K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 1.97% |
$47.9K - $63K
|
40.7K
$3.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
786+ 3.89% |
$47.9K - $63K
|
21K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
782+ 5.23% |
$47.7K - $62.7K
|
15.7K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
769+ 3.51% |
$46.9K - $61.6K
|
22.7K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
758+ 5.84% |
$46.2K - $60.7K
|
13.7K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
755+ 15.14% |
$46K - $60.5K
|
5.74K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
755+ 0.56% |
$46K - $60.5K
|
136K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
741+ 1.52% |
$45.2K - $59.4K
|
49.5K
$4M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 246.67% |
$45.1K - $59.3K
|
1.04K
$84K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
739+ 35.86% |
$45.1K - $59.2K
|
2.8K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
739+ 15.2% |
$45.1K - $59.2K
|
5.6K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
727+ 23.01% |
$44.3K - $58.2K
|
3.89K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
725+ 4.45% |
$44.2K - $58.1K
|
17K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
715+ 3.39% |
$43.6K - $57.3K
|
21.8K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
711New |
$43.4K - $57K
|
711
$57.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
708+ 9.59% |
$43.2K - $56.7K
|
8.09K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
704+ 0.55% |
$42.9K - $56.4K
|
128K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
702New |
$42.8K - $56.2K
|
702
$56.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
701+ 21.44% |
$42.7K - $56.2K
|
3.97K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
697+ 6.89% |
$42.5K - $55.8K
|
10.8K
$874K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
692+ 2.75% |
$42.2K - $55.4K
|
25.9K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
688+ 12.5% |
$42K - $55.1K
|
6.19K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
686+ 2.57% |
$41.8K - $55K
|
27.3K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
668+ 16.87% |
$40.7K - $53.5K
|
4.63K
$374K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
667+ 10.82% |
$40.7K - $53.4K
|
6.83K
$552K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
654+ 8.32% |
$39.9K - $52.4K
|
8.52K
$688K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
650+ 8.92% |
$39.6K - $52.1K
|
7.93K
$641K
|