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
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
645+ 19.29% |
$39.3K - $51.7K
|
3.99K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
645+ 0.5% |
$39.3K - $51.7K
|
131K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
643+ 13.32% |
$39.2K - $51.5K
|
5.47K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
642+ 4.98% |
$39.1K - $51.4K
|
13.5K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
634+ 9.08% |
$38.7K - $50.8K
|
7.62K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
632+ 1.85% |
$38.5K - $50.6K
|
34.8K
$2.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
631+ 2.65% |
$38.5K - $50.6K
|
24.4K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
625+ 868.06% |
$38.1K - $50.1K
|
697
$56.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
625+ 1.28% |
$38.1K - $50.1K
|
49.4K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
620+ 0.94% |
$37.8K - $49.7K
|
66.5K
$5.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
611+ 3.17% |
$37.3K - $49K
|
19.9K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
609+ 12.0% |
$37.1K - $48.8K
|
5.68K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
606+ 3.95% |
$37K - $48.6K
|
15.9K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
600+ 13.67% |
$36.6K - $48.1K
|
4.99K
$403K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
588+ 3.98% |
$35.9K - $47.1K
|
15.4K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
588New |
$35.9K - $47.1K
|
588
$47.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
586+ 4.01% |
$35.7K - $47K
|
15.2K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
580+ 14.01% |
$35.4K - $46.5K
|
4.72K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
579+ 0.83% |
$35.3K - $46.4K
|
70.1K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
575+ 5.66% |
$35.1K - $46.1K
|
10.7K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
561+ 14.28% |
$34.2K - $44.9K
|
4.49K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
556+ 27.8% |
$33.9K - $44.5K
|
2.56K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
556+ 10.01% |
$33.9K - $44.5K
|
6.11K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
552+ 1.79% |
$33.7K - $44.2K
|
31.4K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
550+ 8.71% |
$33.5K - $44.1K
|
6.87K
$555K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
550+ 1.39% |
$33.5K - $44.1K
|
40.1K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
547+ 3.71% |
$33.4K - $43.8K
|
15.3K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
545+ 7.62% |
$33.2K - $43.7K
|
7.7K
$621K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
542+ 7.57% |
$33.1K - $43.4K
|
7.7K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
540+ 5.73% |
$32.9K - $43.3K
|
9.96K
$805K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
540+ 1.64% |
$32.9K - $43.3K
|
33.5K
$2.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
532New |
$32.4K - $42.6K
|
532
$43K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
530+ 16.92% |
$32.3K - $42.5K
|
3.66K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
530+ 1.02% |
$32.3K - $42.5K
|
52.7K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
530+ 7.64% |
$32.3K - $42.5K
|
7.46K
$603K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
529+ 2.82% |
$32.3K - $42.4K
|
19.3K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
529+ 13.63% |
$32.3K - $42.4K
|
4.41K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
527+ 5.99% |
$32.1K - $42.2K
|
9.33K
$753K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
523+ 13.48% |
$31.9K - $41.9K
|
4.4K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
521+ 7.57% |
$31.8K - $41.7K
|
7.41K
$598K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
521+ 14.6% |
$31.8K - $41.7K
|
4.09K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
520+ 2.75% |
$31.7K - $41.7K
|
19.5K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
511+ 11.48% |
$31.2K - $40.9K
|
4.96K
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
505+ 3.66% |
$30.8K - $40.5K
|
14.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
505+ 39.64% |
$30.8K - $40.5K
|
1.78K
$144K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
503+ 0.29% |
$30.7K - $40.3K
|
177K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
503+ 1.23% |
$30.7K - $40.3K
|
41.5K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$40.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$40.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
497+ 5.05% |
$30.3K - $39.8K
|
10.3K
$834K
|