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 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 13.17% |
$27.6K - $36.3K
|
2.99K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-453- 6.45% |
$27.6K - $36.3K
|
6.57K
$530K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-456- 9.4% |
$27.8K - $36.5K
|
4.39K
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-459- 6.2% |
$28K - $36.8K
|
6.95K
$561K
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-472- 6.99% |
$28.8K - $37.8K
|
6.28K
$507K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-477- 0.35% |
$29.1K - $38.2K
|
137K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-479- 5.2% |
$29.2K - $38.4K
|
8.73K
$705K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-484- 0.76% |
$29.5K - $38.8K
|
63.5K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-485- 11.24% |
$29.6K - $38.9K
|
3.83K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-485- 1.27% |
$29.6K - $38.9K
|
37.8K
$3.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-490- 0.85% |
$29.9K - $39.3K
|
57.4K
$4.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-494- 5.46% |
$30.1K - $39.6K
|
8.55K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-495- 10.34% |
$30.2K - $39.7K
|
4.29K
$347K
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-498- 7.32% |
$30.4K - $39.9K
|
6.31K
$509K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-498- 49.65% |
$30.4K - $39.9K
|
505
$40.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-500- 9.17% |
$30.5K - $40.1K
|
4.95K
$400K
|
|
|
Jul 25, 2025
Q2 2025
|
Check Capital Management Inc
|
SELL
|
- |
-500- 10.18% |
$30.5K - $40.1K
|
4.41K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-500- 8.06% |
$30.5K - $40.1K
|
5.7K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-500- 2.65% |
$30.5K - $40.1K
|
18.4K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-500- 16.67% |
$30.5K - $40.1K
|
2.5K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-505- 11.94% |
$30.8K - $40.5K
|
3.72K
$301K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-511- 61.64% |
$31.2K - $40.9K
|
318
$25.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-524- 1.77% |
$32K - $42K
|
29.2K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-528- 8.73% |
$32.2K - $42.3K
|
5.52K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-528- 51.36% |
$32.2K - $42.3K
|
500
$40.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-531- 13.16% |
$32.4K - $42.5K
|
3.5K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-535- 3.47% |
$32.6K - $42.9K
|
14.9K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-539- 13.36% |
$32.9K - $43.2K
|
3.5K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-542- 2.59% |
$33.1K - $43.4K
|
20.4K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-545- 5.68% |
$33.2K - $43.7K
|
9.04K
$730K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-549- 65.2% |
$33.5K - $44K
|
293
$23.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-550- 11.52% |
$33.5K - $44.1K
|
4.23K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-550- 3.15% |
$33.5K - $44.1K
|
16.9K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-551- 1.74% |
$33.6K - $44.1K
|
31.1K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-555- 1.91% |
$33.8K - $44.5K
|
28.4K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-556- 4.69% |
$33.9K - $44.5K
|
11.3K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Silvant Capital Management LLC
|
SELL
|
- |
-557- 1.72% |
$34K - $44.6K
|
31.9K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-558- 4.23% |
$34K - $44.7K
|
12.6K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-559- 14.78% |
$34.1K - $44.8K
|
3.22K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-565- 0.62% |
$34.5K - $45.3K
|
91.2K
$7.37M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-570- 13.48% |
$34.8K - $45.7K
|
3.66K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-572- 1.31% |
$34.9K - $45.8K
|
43.2K
$3.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-576- 8.69% |
$35.1K - $46.1K
|
6.05K
$489K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-581- 2.81% |
$35.4K - $46.5K
|
20.1K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-589- 2.44% |
$35.9K - $47.2K
|
23.5K
$1.9M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-598- 3.1% |
$36.5K - $47.9K
|
18.7K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-599- 6.07% |
$36.5K - $48K
|
9.27K
$749K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-600- 3.9% |
$36.6K - $48.1K
|
14.8K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-609- 8.95% |
$37.1K - $48.8K
|
6.19K
$500K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-610- 2.05% |
$37.2K - $48.9K
|
29.1K
$2.35M
|