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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
229+ 4.62% |
$14K - $18.3K
|
5.18K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
229+ 1.89% |
$14K - $18.3K
|
12.3K
$995K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$34.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
220+ 0.51% |
$13.4K - $17.6K
|
43.2K
$3.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
217+ 3.24% |
$13.2K - $17.4K
|
6.92K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
216+ 3.08% |
$13.2K - $17.3K
|
7.24K
$584K
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
215+ 0.77% |
$13.1K - $17.2K
|
28.2K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
212+ 5.86% |
$12.9K - $17K
|
3.83K
$309K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
211+ 14.22% |
$12.9K - $16.9K
|
1.7K
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
211+ 1.04% |
$12.9K - $16.9K
|
20.5K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
210+ 5.56% |
$12.8K - $16.8K
|
3.99K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
209+ 2.48% |
$12.7K - $16.7K
|
8.63K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
208+ 7.43% |
$12.7K - $16.7K
|
3.01K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
206+ 2.1% |
$12.6K - $16.5K
|
10K
$809K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
203+ 1.52% |
$12.4K - $16.3K
|
13.5K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
202+ 4.29% |
$12.3K - $16.2K
|
4.91K
$396K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
202+ 0.29% |
$12.3K - $16.2K
|
69.2K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
202+ 7.16% |
$12.3K - $16.2K
|
3.02K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
200+ 0.62% |
$12.2K - $16K
|
32.3K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
200+ 23.04% |
$12.2K - $16K
|
1.07K
$86.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
200+ 4.37% |
$12.2K - $16K
|
4.78K
$386K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$431K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
197New |
$12K - $15.8K
|
197
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
196+ 0.71% |
$12K - $15.7K
|
27.9K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
195+ 3.64% |
$11.9K - $15.6K
|
5.55K
$448K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
192+ 2.7% |
$11.7K - $15.4K
|
7.3K
$590K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
191+ 32.76% |
$11.6K - $15.3K
|
774
$62.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
190New |
$11.6K - $15.2K
|
190
$15.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
183+ 2.66% |
$11.2K - $14.7K
|
7.07K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
182+ 1.04% |
$11.1K - $14.6K
|
17.8K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 1.74% |
$11K - $14.4K
|
10.5K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
179+ 0.53% |
$10.9K - $14.3K
|
34.1K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
178+ 4.83% |
$10.9K - $14.3K
|
3.87K
$312K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
178+ 2.32% |
$10.9K - $14.3K
|
7.86K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
172New |
$10.5K - $13.8K
|
172
$13.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
171+ 54.98% |
$10.4K - $13.7K
|
482
$38.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
170+ 0.56% |
$10.4K - $13.6K
|
30.4K
$2.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
166+ 4.87% |
$10.1K - $13.3K
|
3.57K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
165+ 5.39% |
$10.1K - $13.2K
|
3.23K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
164+ 3.48% |
$10K - $13.1K
|
4.88K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
159+ 1.15% |
$9.7K - $12.7K
|
14K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
158+ 1.85% |
$9.63K - $12.7K
|
8.68K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
157+ 12.71% |
$9.57K - $12.6K
|
1.39K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
155+ 4.78% |
$9.45K - $12.4K
|
3.4K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
155+ 0.11% |
$9.45K - $12.4K
|
145K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
150+ 6.82% |
$9.15K - $12K
|
2.35K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
148+ 32.89% |
$9.03K - $11.9K
|
598
$48.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
145+ 4.41% |
$8.84K - $11.6K
|
3.43K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
144+ 2.53% |
$8.78K - $11.5K
|
5.83K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
144+ 0.63% |
$8.78K - $11.5K
|
23K
$1.86M
|