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 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
142+ 2.78% |
$8.66K - $11.4K
|
5.25K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
142+ 4.94% |
$8.66K - $11.4K
|
3.01K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
141+ 3.83% |
$8.6K - $11.3K
|
3.82K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
140+ 1.92% |
$8.54K - $11.2K
|
7.44K
$601K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139+ 1.33% |
$8.48K - $11.1K
|
10.6K
$855K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 19.27% |
$8.42K - $11.1K
|
854
$69K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
138+ 3.15% |
$8.42K - $11.1K
|
4.53K
$365K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
138+ 2.08% |
$8.42K - $11.1K
|
6.76K
$546K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
138+ 3.05% |
$8.42K - $11.1K
|
4.66K
$376K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
137+ 1.38% |
$8.35K - $11K
|
10.1K
$816K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
136New |
$8.29K - $10.9K
|
136
$11K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
135+ 2.05% |
$8.23K - $10.8K
|
6.73K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
134+ 3.65% |
$8.17K - $10.7K
|
3.81K
$308K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
133+ 0.78% |
$8.11K - $10.7K
|
17.2K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
132+ 4.33% |
$8.05K - $10.6K
|
3.18K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
131+ 0.73% |
$7.99K - $10.5K
|
18K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
131+ 0.23% |
$7.99K - $10.5K
|
57K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
129+ 3.66% |
$7.87K - $10.3K
|
3.66K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
129+ 2.51% |
$7.87K - $10.3K
|
5.27K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
128+ 1.79% |
$7.81K - $10.3K
|
7.27K
$587K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
122New |
$7.44K - $9.77K
|
122
$9.85K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
122+ 0.06% |
$7.44K - $9.77K
|
217K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
119+ 0.86% |
$7.26K - $9.53K
|
13.9K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
117+ 1.24% |
$7.13K - $9.37K
|
9.56K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
116+ 41.43% |
$7.07K - $9.29K
|
396
$32K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
116+ 1.22% |
$7.07K - $9.29K
|
9.61K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
116+ 1.33% |
$7.07K - $9.29K
|
8.84K
$714K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 0.95% |
$7.01K - $9.21K
|
12.3K
$992K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
109+ 2.28% |
$6.65K - $8.73K
|
4.9K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109+ 9.09% |
$6.65K - $8.73K
|
1.31K
$106K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
107New |
$6.52K - $8.57K
|
107
$8.64K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
104+ 0.77% |
$6.34K - $8.33K
|
13.5K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
102+ 2.17% |
$6.22K - $8.17K
|
4.8K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 1.88% |
$6.1K - $8.01K
|
5.41K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 20.96% |
$6.1K - $8.01K
|
577
$46.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100+ 1.03% |
$6.1K - $8.01K
|
9.8K
$791K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.21K
$421K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.19K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
94+ 5.78% |
$5.73K - $7.53K
|
1.72K
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
93New |
$5.67K - $7.45K
|
93
$7.51K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.37% |
$5.49K - $7.21K
|
580
$46.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
88+ 0.64% |
$5.37K - $7.05K
|
13.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
88+ 0.99% |
$5.37K - $7.05K
|
8.96K
$724K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 3.89% |
$5.31K - $6.97K
|
2.32K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
86+ 2.24% |
$5.24K - $6.89K
|
3.93K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
85+ 18.81% |
$5.18K - $6.81K
|
537
$43.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.93% |
$5.12K - $6.73K
|
9.14K
$738K
|