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
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22+ 0.51% |
$1.34K - $1.76K
|
4.32K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.46% |
$1.34K - $1.76K
|
4.85K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.43% |
$1.34K - $1.76K
|
5.2K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22+ 0.42% |
$1.34K - $1.76K
|
5.23K
$423K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.28K - $1.68K
|
29.7K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
21+ 0.73% |
$1.28K - $1.68K
|
2.91K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.26% |
$1.28K - $1.68K
|
8.1K
$654K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 4.2% |
$1.28K - $1.68K
|
521
$42.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
21+ 0.42% |
$1.28K - $1.68K
|
5.08K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
21+ 0.16% |
$1.28K - $1.68K
|
13.1K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
20+ 0.51% |
$1.22K - $1.6K
|
3.96K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
20+ 0.6% |
$1.22K - $1.6K
|
3.35K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
20+ 0.19% |
$1.22K - $1.6K
|
10.4K
$840K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
19+ 0.1% |
$1.16K - $1.52K
|
18.9K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 0.52% |
$1.16K - $1.52K
|
3.64K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.16K - $1.52K
|
3.76K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
18+ 0.13% |
$1.1K - $1.44K
|
14.1K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
18+ 0.26% |
$1.1K - $1.44K
|
7.03K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.62% |
$1.1K - $1.44K
|
2.92K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 0.29% |
$1.1K - $1.44K
|
6.22K
$502K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 7.36% |
$1.04K - $1.36K
|
248
$20K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.55% |
$1.04K - $1.36K
|
3.09K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17+ 0.22% |
$1.04K - $1.36K
|
7.69K
$621K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16+ 0.13% |
$976 - $1.28K
|
12K
$971K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.08% |
$976 - $1.28K
|
21.1K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
16+ 0.23% |
$976 - $1.28K
|
7.09K
$573K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16+ 1.09% |
$976 - $1.28K
|
1.48K
$119K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16+ 0.18% |
$976 - $1.28K
|
9.05K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 0.27% |
$976 - $1.28K
|
6.03K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
16+ 0.25% |
$976 - $1.28K
|
6.29K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.39% |
$915 - $1.2K
|
3.89K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
15+ 0.05% |
$915 - $1.2K
|
31.5K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
15+ 0.2% |
$915 - $1.2K
|
7.55K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$915 - $1.2K
|
15
$1.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15+ 0.21% |
$915 - $1.2K
|
7.1K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.11% |
$915 - $1.2K
|
13.6K
$1.1M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
15+ 0.32% |
$915 - $1.2K
|
4.67K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.65% |
$854 - $1.12K
|
865
$69.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14+ 0.47% |
$854 - $1.12K
|
2.99K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 0.51% |
$854 - $1.12K
|
2.77K
$224K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.21% |
$793 - $1.04K
|
6.24K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
13+ 0.1% |
$793 - $1.04K
|
13K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
13+ 0.34% |
$793 - $1.04K
|
3.83K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12+ 0.34% |
$732 - $961
|
3.49K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$732 - $961
|
4.88K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
12+ 2.15% |
$732 - $961
|
570
$46K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
11+ 0.29% |
$671 - $881
|
3.81K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 0.26% |
$671 - $881
|
4.18K
$338K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.36% |
$610 - $801
|
2.8K
$226K
|