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 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
494+ 2.71% |
$30.1K - $39.6K
|
18.7K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
483+ 2.8% |
$29.5K - $38.7K
|
17.7K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
481+ 16.98% |
$29.3K - $38.5K
|
3.31K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
477+ 9.59% |
$29.1K - $38.2K
|
5.45K
$440K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
473+ 4.11% |
$28.8K - $37.9K
|
12K
$967K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
472+ 16.39% |
$28.8K - $37.8K
|
3.35K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
470+ 1.01% |
$28.7K - $37.7K
|
47.1K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
465+ 1.57% |
$28.4K - $37.3K
|
30K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
464+ 52.61% |
$28.3K - $37.2K
|
1.35K
$109K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 1.6% |
$28.2K - $37K
|
29.3K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
461+ 6.82% |
$28.1K - $36.9K
|
7.22K
$583K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
459+ 1.9% |
$28K - $36.8K
|
24.6K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
459+ 6.92% |
$28K - $36.8K
|
7.09K
$573K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
455+ 1.53% |
$27.7K - $36.5K
|
30.2K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
452+ 1.84% |
$27.6K - $36.2K
|
25K
$2.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
451+ 184.84% |
$27.5K - $36.1K
|
695
$56.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
450+ 62.15% |
$27.4K - $36.1K
|
1.17K
$94.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
450+ 3.66% |
$27.4K - $36.1K
|
12.7K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
447+ 6.88% |
$27.3K - $35.8K
|
6.94K
$560K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
441+ 7.43% |
$26.9K - $35.3K
|
6.37K
$515K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
439+ 6.16% |
$26.8K - $35.2K
|
7.57K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.05% |
$26.3K - $34.6K
|
11.1K
$897K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
430+ 7.01% |
$26.2K - $34.5K
|
6.57K
$530K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
428+ 16.98% |
$26.1K - $34.3K
|
2.95K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
426+ 1.91% |
$26K - $34.1K
|
22.8K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
424+ 3.38% |
$25.9K - $34K
|
13K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
419+ 6.99% |
$25.6K - $33.6K
|
6.42K
$518K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
419+ 2.41% |
$25.6K - $33.6K
|
17.8K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
417+ 12.54% |
$25.4K - $33.4K
|
3.74K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
412+ 5.57% |
$25.1K - $33K
|
7.81K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
408+ 1.25% |
$24.9K - $32.7K
|
33.2K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
406+ 3.59% |
$24.8K - $32.5K
|
11.7K
$946K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
400+ 4.62% |
$24.4K - $32K
|
9.07K
$732K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397+ 81.86% |
$24.2K - $31.8K
|
882
$71.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
394+ 3.62% |
$24K - $31.6K
|
11.3K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
387New |
$23.6K - $31K
|
387
$31.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
382+ 1.9% |
$23.3K - $30.6K
|
20.5K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
364+ 6.31% |
$22.2K - $29.2K
|
6.13K
$495K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
364+ 7.42% |
$22.2K - $29.2K
|
5.27K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
360+ 9.02% |
$22K - $28.8K
|
4.35K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
357+ 0.5% |
$21.8K - $28.6K
|
71.9K
$5.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
356+ 1.75% |
$21.7K - $28.5K
|
20.8K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.5% |
$21.5K - $28.2K
|
23.9K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
351+ 11.46% |
$21.4K - $28.1K
|
3.42K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
347+ 6.2% |
$21.2K - $27.8K
|
5.95K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
344+ 0.41% |
$21K - $27.6K
|
83.5K
$6.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
339New |
$20.7K - $27.2K
|
339
$27.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
337+ 6.87% |
$20.6K - $27K
|
5.24K
$423K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
337+ 11.18% |
$20.6K - $27K
|
3.35K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
334+ 4.91% |
$20.4K - $26.8K
|
7.13K
$576K
|