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
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10+ 0.2% |
$610 - $801
|
5K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.03% |
$549 - $721
|
36K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.41% |
$549 - $721
|
2.19K
$177K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$549 - $721
|
19.3K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9+ 1.38% |
$549 - $721
|
663
$53.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9+ 0.28% |
$549 - $721
|
3.24K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.28% |
$488 - $641
|
2.85K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.14% |
$488 - $641
|
5.73K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$427 - $561
|
18.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$427 - $561
|
18.4K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.13% |
$366 - $481
|
4.47K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
6+ 0.05% |
$366 - $481
|
11.8K
$955K
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
BUY
|
- |
6+ 0.19% |
$366 - $481
|
3.09K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
6+ 0.18% |
$366 - $481
|
3.25K
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.24% |
$366 - $481
|
2.53K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$305 - $401
|
14.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$305 - $401
|
890
$71.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$305 - $401
|
7.85K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.02% |
$305 - $401
|
32.2K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.41% |
$305 - $401
|
1.22K
$98.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5+ 0.58% |
$305 - $401
|
870
$70.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.41% |
$305 - $401
|
1.21K
$97.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$244 - $320
|
10.1K
$817K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.13% |
$244 - $320
|
3.09K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4+ 0.15% |
$244 - $320
|
2.63K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.1% |
$244 - $320
|
4.01K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.21% |
$244 - $320
|
1.91K
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$183 - $240
|
21.1K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$183 - $240
|
15.3K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$183 - $240
|
4.73K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$183 - $240
|
185K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $240
|
3.83K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.63% |
$183 - $240
|
481
$38.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3+ 0.02% |
$183 - $240
|
17.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3+ 0.21% |
$183 - $240
|
1.41K
$114K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.01K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.59K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.65% |
$122 - $160
|
308
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.47K
$603K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$122 - $160
|
3K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.47% |
$122 - $160
|
432
$34.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2+ 0.02% |
$122 - $160
|
9.03K
$729K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$122 - $160
|
4.15K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2+ 0.08% |
$122 - $160
|
2.66K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2+ 0.0% |
$122 - $160
|
56.6K
$4.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2+ 0.01% |
$122 - $160
|
23.7K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
12.1K
$976K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$61 - $80.1
|
91
$7.35K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$61 - $80.1
|
225
$18.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1+ 0.12% |
$61 - $80.1
|
817
$66K
|