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 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-93- 0.61% |
$5.67K - $7.45K
|
15.2K
$1.23M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.93% |
$5.67K - $7.45K
|
3.08K
$249K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-94- 0.37% |
$5.73K - $7.53K
|
25.4K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-95- 0.4% |
$5.79K - $7.61K
|
23.5K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-97- 0.64% |
$5.92K - $7.77K
|
15K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-99- 1.37% |
$6.04K - $7.93K
|
7.12K
$575K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.84% |
$6.1K - $8.01K
|
11.8K
$953K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 3.25% |
$6.1K - $8.01K
|
2.98K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-100- 2.3% |
$6.1K - $8.01K
|
4.24K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.22% |
$6.1K - $8.01K
|
8.12K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-100- 1.88% |
$6.1K - $8.01K
|
5.21K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.57% |
$6.1K - $8.01K
|
17.4K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.08% |
$6.1K - $8.01K
|
130K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-101- 1.38% |
$6.16K - $8.09K
|
7.22K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-103- 0.28% |
$6.28K - $8.25K
|
36.5K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-104- 35.74% |
$6.34K - $8.33K
|
187
$15.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-104- 74.29% |
$6.34K - $8.33K
|
36
$2.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-105- 19.92% |
$6.4K - $8.41K
|
422
$34.1K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 1.82% |
$6.46K - $8.49K
|
5.73K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-106- 0.91% |
$6.46K - $8.49K
|
11.6K
$937K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-106- 1.97% |
$6.46K - $8.49K
|
5.28K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-107- 0.69% |
$6.52K - $8.57K
|
15.4K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-108- 2.43% |
$6.59K - $8.65K
|
4.33K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-108- 2.4% |
$6.59K - $8.65K
|
4.39K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-108- 2.87% |
$6.59K - $8.65K
|
3.65K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-108- 0.87% |
$6.59K - $8.65K
|
12.4K
$999K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-109- 1.72% |
$6.65K - $8.73K
|
6.22K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-109- 1.48% |
$6.65K - $8.73K
|
7.26K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-111- 0.25% |
$6.77K - $8.89K
|
44.1K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-112- 1.9% |
$6.83K - $8.97K
|
5.79K
$467K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-116- 0.27% |
$7.07K - $9.29K
|
42.1K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-117- 2.9% |
$7.13K - $9.37K
|
3.92K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-117- 1.28% |
$7.13K - $9.37K
|
9.01K
$728K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-118- 1.23% |
$7.2K - $9.45K
|
9.47K
$765K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-119- 1.14% |
$7.26K - $9.53K
|
10.3K
$834K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-122- 0.96% |
$7.44K - $9.77K
|
12.6K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124- 8.01% |
$7.56K - $9.93K
|
1.43K
$115K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-124- 3.08% |
$7.56K - $9.93K
|
3.91K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-125- 1.71% |
$7.62K - $10K
|
7.17K
$579K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-125- 0.49% |
$7.62K - $10K
|
25.5K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-125- 2.96% |
$7.62K - $10K
|
4.1K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-125- 4.42% |
$7.62K - $10K
|
2.7K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-126- 2.1% |
$7.68K - $10.1K
|
5.88K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-127- 65.8% |
$7.74K - $10.2K
|
66
$5.33K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-128- 0.87% |
$7.81K - $10.3K
|
14.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-130- 0.35% |
$7.93K - $10.4K
|
36.6K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-133- 0.89% |
$8.11K - $10.7K
|
14.8K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-134- 2.82% |
$8.17K - $10.7K
|
4.62K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-135- 0.62% |
$8.23K - $10.8K
|
21.7K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-136- 2.52% |
$8.29K - $10.9K
|
5.26K
$424K
|