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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$88.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.53K
|
8.16K
$659K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
44+ 0.93% |
$2.68K - $3.53K
|
4.76K
$385K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
44+ 0.71% |
$2.68K - $3.53K
|
6.24K
$504K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$2.68K - $3.53K
|
44
$3.55K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
43New |
$2.62K - $3.45K
|
43
$3.47K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
43+ 0.45% |
$2.62K - $3.45K
|
9.53K
$770K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
41+ 1.25% |
$2.5K - $3.28K
|
3.32K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
40+ 0.27% |
$2.44K - $3.2K
|
14.7K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
39+ 0.44% |
$2.38K - $3.12K
|
8.81K
$711K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.32% |
$2.26K - $2.96K
|
11.7K
$944K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
37+ 0.51% |
$2.26K - $2.96K
|
7.34K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
37+ 0.2% |
$2.26K - $2.96K
|
18.5K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
36+ 0.23% |
$2.2K - $2.88K
|
15.6K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
36+ 0.57% |
$2.2K - $2.88K
|
6.39K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35+ 0.06% |
$2.13K - $2.8K
|
61.8K
$4.99M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 1.27% |
$2.13K - $2.8K
|
2.79K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
33+ 0.46% |
$2.01K - $2.64K
|
7.14K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$2.01K - $2.64K
|
33
$2.67K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.68% |
$2.01K - $2.64K
|
4.9K
$396K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
32+ 0.54% |
$1.95K - $2.56K
|
5.97K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.94% |
$1.95K - $2.56K
|
3.44K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
32+ 1.1% |
$1.95K - $2.56K
|
2.95K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
32+ 0.78% |
$1.95K - $2.56K
|
4.16K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
32+ 0.54% |
$1.95K - $2.56K
|
5.98K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
31+ 1.05% |
$1.89K - $2.48K
|
2.99K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
31+ 22.63% |
$1.89K - $2.48K
|
168
$13.6K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
30+ 0.21% |
$1.83K - $2.4K
|
14.2K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
30+ 0.12% |
$1.83K - $2.4K
|
24.2K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
29+ 0.04% |
$1.77K - $2.32K
|
74.8K
$6.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.99% |
$1.71K - $2.24K
|
2.87K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
28+ 0.23% |
$1.71K - $2.24K
|
12.1K
$981K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 3.54% |
$1.71K - $2.24K
|
820
$66.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 26.92% |
$1.71K - $2.24K
|
132
$10.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.54% |
$1.65K - $2.16K
|
5.05K
$408K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
27+ 0.15% |
$1.65K - $2.16K
|
17.9K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
27New |
$1.65K - $2.16K
|
27
$2.18K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
26+ 136.84% |
$1.59K - $2.08K
|
45
$3.63K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
26New |
$1.59K - $2.08K
|
26
$2.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
25+ 0.17% |
$1.52K - $2K
|
14.9K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
25+ 0.1% |
$1.52K - $2K
|
24.1K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
25+ 0.51% |
$1.52K - $2K
|
4.88K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
24+ 0.54% |
$1.46K - $1.92K
|
4.47K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.46K - $1.92K
|
5.14K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 0.06% |
$1.46K - $1.92K
|
40.1K
$3.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24New |
$1.46K - $1.92K
|
24
$1.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
24+ 0.81% |
$1.46K - $1.92K
|
2.98K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.46% |
$1.4K - $1.84K
|
5.01K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
23+ 0.12% |
$1.4K - $1.84K
|
18.8K
$1.52M
|