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 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.21% |
$1.22K - $1.6K
|
9.62K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$1.22K - $1.6K
|
3.04K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-20- 0.55% |
$1.22K - $1.6K
|
3.6K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 4.08% |
$1.22K - $1.6K
|
470
$38K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-21- 4.32% |
$1.28K - $1.68K
|
465
$37.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-21- 0.19% |
$1.28K - $1.68K
|
10.8K
$872K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 3.68% |
$1.34K - $1.76K
|
576
$46.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-22- 0.6% |
$1.34K - $1.76K
|
3.64K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23- 0.16% |
$1.4K - $1.84K
|
14K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23- 0.04% |
$1.4K - $1.84K
|
57.1K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-24- 0.69% |
$1.46K - $1.92K
|
3.46K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 25.26% |
$1.46K - $1.92K
|
71
$5.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-24- 18.05% |
$1.46K - $1.92K
|
109
$8.8K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$1.52K - $2K
|
16.6K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-25- 25.77% |
$1.52K - $2K
|
72
$5.81K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.46% |
$1.52K - $2K
|
5.46K
$441K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-25- 0.34% |
$1.52K - $2K
|
7.43K
$600K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-25- 6.63% |
$1.52K - $2K
|
352
$28.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-25- 2.22% |
$1.52K - $2K
|
1.1K
$88.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-26- 0.41% |
$1.59K - $2.08K
|
6.36K
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 0.33% |
$1.71K - $2.24K
|
8.37K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28- 0.25% |
$1.71K - $2.24K
|
11.3K
$917K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-28- 0.46% |
$1.71K - $2.24K
|
6.06K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28- 0.35% |
$1.71K - $2.24K
|
7.95K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-29- 0.66% |
$1.77K - $2.32K
|
4.37K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-29- 0.25% |
$1.77K - $2.32K
|
11.4K
$919K
|
|
|
Aug 12, 2025
Q2 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-30- 0.16% |
$1.83K - $2.4K
|
18.6K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-30- 24.39% |
$1.83K - $2.4K
|
93
$7.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-30- 0.17% |
$1.83K - $2.4K
|
17.4K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-32- 0.51% |
$1.95K - $2.56K
|
6.22K
$502K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33- 0.99% |
$2.01K - $2.64K
|
3.29K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-33- 1.21% |
$2.01K - $2.64K
|
2.7K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-33- 0.11% |
$2.01K - $2.64K
|
28.7K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-34- 1.09% |
$2.07K - $2.72K
|
3.07K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-35- 0.57% |
$2.13K - $2.8K
|
6.09K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.8K
|
6.17K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-35- 0.82% |
$2.13K - $2.8K
|
4.22K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-36- 1.3% |
$2.2K - $2.88K
|
2.73K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-37- 0.35% |
$2.26K - $2.96K
|
10.5K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-37- 1.2% |
$2.26K - $2.96K
|
3.04K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-38- 1.24% |
$2.32K - $3.04K
|
3.03K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-40- 0.11% |
$2.44K - $3.2K
|
37.7K
$3.04M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-40- 0.45% |
$2.44K - $3.2K
|
8.81K
$712K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-42- 4.05% |
$2.56K - $3.37K
|
996
$80.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
SELL
|
- |
-42- 0.42% |
$2.56K - $3.37K
|
9.86K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-42- 0.95% |
$2.56K - $3.37K
|
4.37K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-44- 0.47% |
$2.68K - $3.53K
|
9.25K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 13.64% |
$2.74K - $3.61K
|
285
$23K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-45- 33.33% |
$2.74K - $3.61K
|
90
$7.27K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-46- 0.84% |
$2.81K - $3.69K
|
5.45K
$440K
|