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
|
Capital Advantage, Inc.
|
BUY
|
- |
1.4K+ 19.34% |
$85.3K - $112K
|
8.63K
$688K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.28K+ 26.98% |
$77.9K - $102K
|
6.01K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 0.37% |
$77.6K - $102K
|
344K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 16.43% |
$72.9K - $95.7K
|
8.47K
$675K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.19K+ 16.99% |
$72.4K - $95.2K
|
8.18K
$652K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$67.1K - $88.1K
|
1.1K
$87.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 1.64% |
$62.1K - $81.6K
|
63.2K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.02K+ 21.64% |
$62K - $81.5K
|
5.72K
$456K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
978+ 15.79% |
$59.6K - $78.4K
|
7.17K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
951+ 11.27% |
$58K - $76.2K
|
9.39K
$748K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
888+ 18.57% |
$54.2K - $71.1K
|
5.67K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
804+ 19.34% |
$49K - $64.4K
|
4.96K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
801+ 1013.92% |
$48.8K - $64.2K
|
880
$70.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
786+ 3.89% |
$47.9K - $63K
|
21K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 1.97% |
$47.9K - $63K
|
40.7K
$3.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
741+ 1.52% |
$45.2K - $59.4K
|
49.5K
$3.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
708+ 9.59% |
$43.2K - $56.7K
|
8.09K
$645K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
692+ 2.75% |
$42.2K - $55.4K
|
25.9K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
667+ 10.82% |
$40.7K - $53.4K
|
6.83K
$545K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
631+ 2.65% |
$38.5K - $50.6K
|
24.4K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
611+ 3.17% |
$37.3K - $49K
|
19.9K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
609+ 12.0% |
$37.1K - $48.8K
|
5.68K
$453K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
588+ 3.98% |
$35.9K - $47.1K
|
15.4K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
580+ 14.01% |
$35.4K - $46.5K
|
4.72K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
552+ 1.79% |
$33.7K - $44.2K
|
31.4K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
530+ 16.92% |
$32.3K - $42.5K
|
3.66K
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
523+ 13.48% |
$31.9K - $41.9K
|
4.4K
$351K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$39.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
494+ 2.71% |
$30.1K - $39.6K
|
18.7K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
483+ 2.8% |
$29.5K - $38.7K
|
17.7K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
481+ 16.98% |
$29.3K - $38.5K
|
3.31K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
473+ 4.11% |
$28.8K - $37.9K
|
12K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
472+ 16.39% |
$28.8K - $37.8K
|
3.35K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
470+ 1.01% |
$28.7K - $37.7K
|
47.1K
$3.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 1.6% |
$28.2K - $37K
|
29.3K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
461+ 6.82% |
$28.1K - $36.9K
|
7.22K
$575K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
455+ 1.53% |
$27.7K - $36.5K
|
30.2K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
432+ 4.05% |
$26.3K - $34.6K
|
11.1K
$885K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
424+ 3.38% |
$25.9K - $34K
|
13K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
419+ 6.99% |
$25.6K - $33.6K
|
6.42K
$511K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
408+ 1.25% |
$24.9K - $32.7K
|
33.2K
$2.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397+ 81.86% |
$24.2K - $31.8K
|
882
$70.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
382+ 1.9% |
$23.3K - $30.6K
|
20.5K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
364+ 6.31% |
$22.2K - $29.2K
|
6.13K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.5% |
$21.5K - $28.2K
|
23.9K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
337+ 11.18% |
$20.6K - $27K
|
3.35K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
337+ 6.87% |
$20.6K - $27K
|
5.24K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
334+ 6.7% |
$20.4K - $26.8K
|
5.32K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
334+ 4.91% |
$20.4K - $26.8K
|
7.13K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
330+ 8.32% |
$20.1K - $26.4K
|
4.3K
$343K
|