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 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
81+ 11.81% |
$4.94K - $6.49K
|
767
$61.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 1.49% |
$4.82K - $6.33K
|
5.37K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
79+ 2.53% |
$4.82K - $6.33K
|
3.2K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
79+ 1.31% |
$4.82K - $6.33K
|
6.12K
$494K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
78+ 1.88% |
$4.76K - $6.25K
|
4.22K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
78+ 1.2% |
$4.76K - $6.25K
|
6.56K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
77+ 2.35% |
$4.7K - $6.17K
|
3.35K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
76+ 0.43% |
$4.63K - $6.09K
|
17.6K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
76+ 1.22% |
$4.63K - $6.09K
|
6.33K
$511K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75+ 2.46% |
$4.57K - $6.01K
|
3.12K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
75+ 3.0% |
$4.57K - $6.01K
|
2.57K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
74+ 2.43% |
$4.51K - $5.93K
|
3.12K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
72+ 0.75% |
$4.39K - $5.77K
|
9.74K
$786K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
72+ 0.64% |
$4.39K - $5.77K
|
11.3K
$911K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
71+ 0.57% |
$4.33K - $5.69K
|
12.5K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 0.92% |
$4.27K - $5.61K
|
7.67K
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 2.1% |
$4.27K - $5.61K
|
3.4K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.49K
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
68+ 2.0% |
$4.15K - $5.45K
|
3.47K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
68+ 0.5% |
$4.15K - $5.45K
|
13.7K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
66+ 0.39% |
$4.02K - $5.29K
|
17K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 2.15% |
$3.78K - $4.97K
|
2.95K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
62+ 21.02% |
$3.78K - $4.97K
|
357
$28.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
61+ 1.6% |
$3.72K - $4.89K
|
3.87K
$312K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$82.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
59+ 0.25% |
$3.6K - $4.73K
|
23.5K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
56+ 0.7% |
$3.41K - $4.49K
|
8.06K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.44K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
54+ 0.43% |
$3.29K - $4.33K
|
12.7K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 1.74% |
$3.29K - $4.33K
|
3.16K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.94% |
$3.29K - $4.33K
|
2.84K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
54+ 1.32% |
$3.29K - $4.33K
|
4.16K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.16% |
$3.23K - $4.25K
|
4.64K
$375K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
52+ 0.43% |
$3.17K - $4.17K
|
12.1K
$978K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$9.05M
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
52+ 0.52% |
$3.17K - $4.17K
|
10K
$807K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
51+ 0.39% |
$3.11K - $4.09K
|
13.2K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 1.75% |
$3.11K - $4.09K
|
2.96K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
51+ 0.78% |
$3.11K - $4.09K
|
6.55K
$529K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.3% |
$3.05K - $4.01K
|
17K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
50+ 0.56% |
$3.05K - $4.01K
|
8.96K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
50+ 8.9% |
$3.05K - $4.01K
|
612
$49.4K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
49+ 0.5% |
$2.99K - $3.93K
|
9.75K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 148.48% |
$2.99K - $3.93K
|
82
$6.62K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
48+ 0.36% |
$2.93K - $3.85K
|
13.2K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
47+ 151.61% |
$2.87K - $3.77K
|
78
$6.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
47+ 0.26% |
$2.87K - $3.77K
|
18.4K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
47+ 0.21% |
$2.87K - $3.77K
|
22.1K
$1.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46+ 11.19% |
$2.81K - $3.69K
|
457
$36.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
45+ 1.28% |
$2.74K - $3.61K
|
3.55K
$287K
|