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 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-47- 0.52% |
$2.87K - $3.77K
|
9.06K
$731K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-47- 0.99% |
$2.87K - $3.77K
|
4.72K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-48- 0.32% |
$2.93K - $3.85K
|
14.9K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-50- 1.17% |
$3.05K - $4.01K
|
4.22K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$3.05K - $4.01K
|
6.82K
$550K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.23% |
$3.05K - $4.01K
|
21.7K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-52- 0.45% |
$3.17K - $4.17K
|
11.5K
$928K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-52- 0.99% |
$3.17K - $4.17K
|
5.2K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-52- 2.75% |
$3.17K - $4.17K
|
1.84K
$149K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-54- 1.82% |
$3.29K - $4.33K
|
2.92K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-54- 1.4% |
$3.29K - $4.33K
|
3.79K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.27% |
$3.29K - $4.33K
|
20.1K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-55- 3.85% |
$3.35K - $4.41K
|
1.37K
$111K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 3.7% |
$3.35K - $4.41K
|
1.43K
$116K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-56- 0.16% |
$3.41K - $4.49K
|
35.2K
$2.84M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-57- 9.9% |
$3.48K - $4.57K
|
519
$41.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-57- 0.53% |
$3.48K - $4.57K
|
10.7K
$862K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-59- 0.43% |
$3.6K - $4.73K
|
13.8K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-60- 0.3% |
$3.66K - $4.81K
|
20K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-61- 2.18% |
$3.72K - $4.89K
|
2.74K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-61- 0.14% |
$3.72K - $4.89K
|
44.9K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-61- 3.95% |
$3.72K - $4.89K
|
1.49K
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-62- 1.86% |
$3.78K - $4.97K
|
3.26K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-62- 0.44% |
$3.78K - $4.97K
|
14.1K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.62% |
$3.9K - $5.13K
|
3.88K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-64- 1.91% |
$3.9K - $5.13K
|
3.29K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-66- 1.63% |
$4.02K - $5.29K
|
3.98K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-68- 1.52% |
$4.15K - $5.45K
|
4.42K
$357K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-69- 0.75% |
$4.21K - $5.53K
|
9.17K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-70- 0.28% |
$4.27K - $5.61K
|
24.9K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70- 2.51% |
$4.27K - $5.61K
|
2.72K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-71- 8.17% |
$4.33K - $5.69K
|
798
$64.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-71- 0.1% |
$4.33K - $5.69K
|
69.2K
$5.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-72- 0.47% |
$4.39K - $5.77K
|
15.3K
$1.24M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-72- 2.45% |
$4.39K - $5.77K
|
2.86K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-73- 1.38% |
$4.45K - $5.85K
|
5.21K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-74- 1.94% |
$4.51K - $5.93K
|
3.73K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-75- 0.9% |
$4.57K - $6.01K
|
8.25K
$666K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-76- 1.83% |
$4.63K - $6.09K
|
4.08K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-77Closed |
$4.7K - $6.17K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-79- 0.93% |
$4.82K - $6.33K
|
8.44K
$682K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-79- 1.31% |
$4.82K - $6.33K
|
5.95K
$480K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-80- 1.58% |
$4.88K - $6.41K
|
5K
$403K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-83- 7.26% |
$5.06K - $6.65K
|
1.06K
$85.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 2.52% |
$5.18K - $6.81K
|
3.29K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.75% |
$5.18K - $6.81K
|
11.3K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-86- 0.5% |
$5.24K - $6.89K
|
17K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-86- 1.26% |
$5.24K - $6.89K
|
6.72K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-88- 2.71% |
$5.37K - $7.05K
|
3.16K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-90- 0.81% |
$5.49K - $7.21K
|
11K
$890K
|