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 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 95.67% |
$213K - $280K
|
7.14K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
3.42KNew |
$209K - $274K
|
3.42K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.41K+ 1.36% |
$208K - $273K
|
254K
$20.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.4KNew |
$208K - $273K
|
3.4K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.33KNew |
$203K - $267K
|
3.33K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.2K+ 6.96% |
$195K - $256K
|
49.2K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.16KNew |
$193K - $253K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.09K+ 201.3% |
$188K - $247K
|
4.62K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$245K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.05KNew |
$186K - $244K
|
3.05K
$243K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.95KNew |
$180K - $236K
|
2.95K
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.93KNew |
$178K - $234K
|
2.93K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.91KNew |
$178K - $233K
|
2.91K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.81K+ 12.71% |
$171K - $225K
|
24.9K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$171K - $224K
|
2.8K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.75KNew |
$167K - $220K
|
2.75K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.73K+ 8.79% |
$166K - $218K
|
33.7K
$2.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.64KNew |
$161K - $212K
|
2.64K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.62KNew |
$160K - $210K
|
2.62K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.59KNew |
$158K - $208K
|
2.59K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.57KNew |
$157K - $206K
|
2.57K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$156K - $205K
|
2.56K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
2.36K+ 14.97% |
$144K - $189K
|
18.1K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.29K+ 49.35% |
$139K - $183K
|
6.92K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.26K+ 35.22% |
$138K - $181K
|
8.69K
$693K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 18.51% |
$119K - $156K
|
12.5K
$995K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 2.48% |
$112K - $147K
|
75.9K
$6.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.82K+ 26.63% |
$111K - $146K
|
8.64K
$689K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 8.7% |
$109K - $144K
|
22.4K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.79K+ 57.64% |
$109K - $143K
|
4.9K
$390K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 43.15% |
$109K - $143K
|
5.93K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.76K+ 3.56% |
$107K - $141K
|
51.1K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.7K+ 8.69% |
$103K - $136K
|
21.2K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 8.98% |
$98.9K - $130K
|
19.7K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.62K+ 52.39% |
$98.8K - $130K
|
4.72K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.61K+ 3.13% |
$98.1K - $129K
|
53K
$4.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.6K+ 10.63% |
$97.4K - $128K
|
16.6K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 8.6% |
$97.2K - $128K
|
20.1K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.59K+ 10.88% |
$97.1K - $128K
|
16.2K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 43.64% |
$95.6K - $126K
|
5.16K
$411K
|
|
|
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
$4.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.49K+ 40.35% |
$91K - $120K
|
5.19K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.41K+ 20.17% |
$85.9K - $113K
|
8.39K
$669K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4K+ 4.27% |
$85.6K - $112K
|
34.3K
$2.73M
|