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 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-136- 2.49% |
$8.29K - $10.9K
|
5.32K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.26% |
$8.35K - $11K
|
52.2K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-137- 1.17% |
$8.35K - $11K
|
11.6K
$936K
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-137- 1.06% |
$8.35K - $11K
|
12.8K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-137- 0.91% |
$8.35K - $11K
|
14.9K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-140- 0.2% |
$8.54K - $11.2K
|
71.4K
$5.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-140- 4.07% |
$8.54K - $11.2K
|
3.3K
$267K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-141- 3.83% |
$8.6K - $11.3K
|
3.54K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-141- 1.39% |
$8.6K - $11.3K
|
9.97K
$805K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-144- 12.59% |
$8.78K - $11.5K
|
1K
$80.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-145- 4.16% |
$8.84K - $11.6K
|
3.34K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-145- 0.05% |
$8.84K - $11.6K
|
312K
$25.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-148- 0.59% |
$9.03K - $11.9K
|
25K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-148- 3.28% |
$9.03K - $11.9K
|
4.37K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-149- 2.16% |
$9.09K - $11.9K
|
6.74K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-149- 3.85% |
$9.09K - $11.9K
|
3.72K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-150- 2.81% |
$9.15K - $12K
|
5.2K
$420K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-150- 4.36% |
$9.15K - $12K
|
3.29K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 0.56% |
$9.15K - $12K
|
26.7K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-150- 1.26% |
$9.15K - $12K
|
11.8K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-152- 1.18% |
$9.27K - $12.2K
|
12.8K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-153- 19.22% |
$9.33K - $12.3K
|
643
$51.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-153- 2.63% |
$9.33K - $12.3K
|
5.67K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-153- 1.56% |
$9.33K - $12.3K
|
9.67K
$781K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-155- 8.12% |
$9.45K - $12.4K
|
1.75K
$142K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-160- 0.29% |
$9.76K - $12.8K
|
54.6K
$4.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-160- 0.5% |
$9.76K - $12.8K
|
31.6K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-164- 0.58% |
$10K - $13.1K
|
28.1K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-165- 0.32% |
$10.1K - $13.2K
|
51.8K
$4.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-165- 13.18% |
$10.1K - $13.2K
|
1.09K
$87.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-166- 0.98% |
$10.1K - $13.3K
|
16.9K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-166- 2.03% |
$10.1K - $13.3K
|
8.02K
$648K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-166- 0.07% |
$10.1K - $13.3K
|
242K
$19.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-168- 1.47% |
$10.2K - $13.5K
|
11.2K
$908K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-168- 1.75% |
$10.2K - $13.5K
|
9.43K
$761K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-172- 1.64% |
$10.5K - $13.8K
|
10.3K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-177- 0.75% |
$10.8K - $14.2K
|
23.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-184- 5.74% |
$11.2K - $14.7K
|
3.02K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-185- 2.82% |
$11.3K - $14.8K
|
6.39K
$516K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-190- 6.66% |
$11.6K - $15.2K
|
2.66K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-190- 8.79% |
$11.6K - $15.2K
|
1.97K
$159K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 0.24% |
$11.6K - $15.3K
|
79.1K
$6.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-192- 0.46% |
$11.7K - $15.4K
|
41.2K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-194- 6.14% |
$11.8K - $15.5K
|
2.96K
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-195- 3.4% |
$11.9K - $15.6K
|
5.54K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-197- 2.83% |
$12K - $15.8K
|
6.76K
$546K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-199- 0.18% |
$12.1K - $15.9K
|
112K
$9.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-200- 0.4% |
$12.2K - $16K
|
50.3K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-200- 4.26% |
$12.2K - $16K
|
4.5K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.98% |
$12.2K - $16K
|
6.52K
$526K
|