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 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-296- 9.0% |
$18.1K - $23.7K
|
2.99K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-298- 4.1% |
$18.2K - $23.9K
|
6.98K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-299- 4.56% |
$18.2K - $24K
|
6.27K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-299- 2.04% |
$18.2K - $24K
|
14.4K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-300- 2.31% |
$18.3K - $24K
|
12.7K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 0.67% |
$18.3K - $24K
|
44.5K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-300- 8.74% |
$18.3K - $24K
|
3.13K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-304- 6.44% |
$18.5K - $24.4K
|
4.42K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-308- 1.66% |
$18.8K - $24.7K
|
18.2K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-312- 6.73% |
$19K - $25K
|
4.32K
$349K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-312- 1.72% |
$19K - $25K
|
17.9K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-315- 3.6% |
$19.2K - $25.2K
|
8.44K
$681K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-317- 0.11% |
$19.3K - $25.4K
|
301K
$24.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-322- 9.99% |
$19.6K - $25.8K
|
2.9K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-328- 4.15% |
$20K - $26.3K
|
7.58K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-328- 4.38% |
$20K - $26.3K
|
7.16K
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-335- 11.71% |
$20.4K - $26.8K
|
2.53K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-340- 6.9% |
$20.7K - $27.2K
|
4.59K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-341- 0.88% |
$20.8K - $27.3K
|
38.4K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-353- 6.86% |
$21.5K - $28.3K
|
4.8K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-358- 0.12% |
$21.8K - $28.7K
|
291K
$23.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-360- 93.26% |
$22K - $28.8K
|
26
$2.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-361- 4.41% |
$22K - $28.9K
|
7.83K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-368- 7.83% |
$22.4K - $29.5K
|
4.33K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-369- 0.53% |
$22.5K - $29.6K
|
68.7K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-375- 9.48% |
$22.9K - $30K
|
3.58K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-383- 4.95% |
$23.4K - $30.7K
|
7.35K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-387- 10.07% |
$23.6K - $31K
|
3.46K
$279K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-389- 2.7% |
$23.7K - $31.2K
|
14K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-395- 2.02% |
$24.1K - $31.6K
|
19.1K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-395- 4.93% |
$24.1K - $31.6K
|
7.62K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 6.95% |
$24.4K - $32K
|
5.35K
$432K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-400- 6.5% |
$24.4K - $32K
|
5.75K
$464K
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-400- 0.52% |
$24.4K - $32K
|
75.9K
$6.13M
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-400- 5.34% |
$24.4K - $32K
|
7.09K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-400- 9.8% |
$24.4K - $32K
|
3.68K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-404- 1.42% |
$24.6K - $32.4K
|
28.1K
$2.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-407- 1.83% |
$24.8K - $32.6K
|
21.8K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-408- 6.37% |
$24.9K - $32.7K
|
6K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-412- 0.94% |
$25.1K - $33K
|
43.2K
$3.49M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-414- 1.25% |
$25.2K - $33.2K
|
32.7K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-420- 13.87% |
$25.6K - $33.7K
|
2.61K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-422- 7.6% |
$25.7K - $33.8K
|
5.13K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-430- 11.09% |
$26.2K - $34.5K
|
3.45K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-432- 1.16% |
$26.3K - $34.6K
|
36.7K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-434- 21.16% |
$26.5K - $34.8K
|
1.62K
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-437- 0.67% |
$26.6K - $35K
|
64.4K
$5.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-438- 0.57% |
$26.7K - $35.1K
|
76.9K
$6.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-439- 11.17% |
$26.8K - $35.2K
|
3.49K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-452- 8.81% |
$27.6K - $36.2K
|
4.68K
$378K
|