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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-200- 2.08% |
$12.2K - $16K
|
9.42K
$761K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.98% |
$12.2K - $16K
|
20.2K
$1.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-200- 1.48% |
$12.2K - $16K
|
13.3K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-202- 4.32% |
$12.3K - $16.2K
|
4.47K
$361K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-208- 2.85% |
$12.7K - $16.7K
|
7.08K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-208- 0.41% |
$12.7K - $16.7K
|
50.5K
$4.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-212- 4.03% |
$12.9K - $17K
|
5.05K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-214- 0.46% |
$13K - $17.1K
|
46.6K
$3.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-216- 4.93% |
$13.2K - $17.3K
|
4.17K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-220- 0.51% |
$13.4K - $17.6K
|
42.6K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-224- 9.17% |
$13.7K - $17.9K
|
2.22K
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-224- 3.48% |
$13.7K - $17.9K
|
6.21K
$502K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-225- 5.58% |
$13.7K - $18K
|
3.81K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-226- 3.03% |
$13.8K - $18.1K
|
7.23K
$584K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-227- 4.68% |
$13.8K - $18.2K
|
4.62K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-229- 3.55% |
$14K - $18.3K
|
6.22K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-232- 15.77% |
$14.1K - $18.6K
|
1.24K
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-232- 4.32% |
$14.1K - $18.6K
|
5.14K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-240- 12.97% |
$14.6K - $19.2K
|
1.61K
$130K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-240- 0.08% |
$14.6K - $19.2K
|
311K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-244- 1.49% |
$14.9K - $19.5K
|
16.1K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-245- 4.96% |
$14.9K - $19.6K
|
4.7K
$379K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-247- 3.99% |
$15.1K - $19.8K
|
5.95K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-248- 1.62% |
$15.1K - $19.9K
|
15.1K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-249- 0.83% |
$15.2K - $19.9K
|
29.7K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-250- 3.37% |
$15.2K - $20K
|
7.16K
$578K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-250- 5.87% |
$15.2K - $20K
|
4.01K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-250- 2.95% |
$15.2K - $20K
|
8.22K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-250- 18.23% |
$15.2K - $20K
|
1.12K
$90.5K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-250- 0.39% |
$15.2K - $20K
|
63.3K
$5.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-250- 0.78% |
$15.2K - $20K
|
31.6K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-251- 0.7% |
$15.3K - $20.1K
|
35.8K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-251- 7.93% |
$15.3K - $20.1K
|
2.92K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-256- 0.76% |
$15.6K - $20.5K
|
33.5K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-258- 3.91% |
$15.7K - $20.7K
|
6.34K
$512K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-263- 64.46% |
$16K - $21.1K
|
145
$11.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-264- 3.72% |
$16.1K - $21.2K
|
6.83K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-265- 1.94% |
$16.2K - $21.2K
|
13.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-267- 1.1% |
$16.3K - $21.4K
|
24K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-273- 7.32% |
$16.6K - $21.9K
|
3.46K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-275- 0.37% |
$16.8K - $22K
|
73.5K
$5.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-275- 30.49% |
$16.8K - $22K
|
627
$50.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-278- 1.51% |
$17K - $22.3K
|
18.1K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-280- 3.96% |
$17.1K - $22.4K
|
6.79K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-287- 3.88% |
$17.5K - $23K
|
7.11K
$574K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-287- 6.59% |
$17.5K - $23K
|
4.07K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-288- 5.53% |
$17.6K - $23.1K
|
4.92K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-291- 4.69% |
$17.7K - $23.3K
|
5.92K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-293- 0.47% |
$17.9K - $23.5K
|
61.5K
$4.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-294- 4.93% |
$17.9K - $23.6K
|
5.67K
$458K
|