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 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-610- 4.72% |
$37.2K - $48.9K
|
12.3K
$994K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-611- 4.95% |
$37.3K - $49K
|
11.7K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-618- 0.43% |
$37.7K - $49.5K
|
145K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-619- 0.18% |
$37.7K - $49.6K
|
337K
$27.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-620- 7.79% |
$37.8K - $49.7K
|
7.34K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-620- 3.54% |
$37.8K - $49.7K
|
16.9K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-621- 7.58% |
$37.9K - $49.8K
|
7.57K
$611K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-623- 2.73% |
$38K - $49.9K
|
22.2K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-631- 6.96% |
$38.5K - $50.6K
|
8.43K
$681K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-633- 3.27% |
$38.6K - $50.7K
|
18.8K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-636- 7.51% |
$38.8K - $51K
|
7.83K
$633K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-637- 5.99% |
$38.8K - $51K
|
10K
$808K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-642- 2.74% |
$39.1K - $51.4K
|
22.8K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-657- 10.42% |
$40.1K - $52.6K
|
5.65K
$456K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-664- 0.72% |
$40.5K - $53.2K
|
92K
$7.43M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-665- 2.73% |
$40.6K - $53.3K
|
23.7K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-674- 9.12% |
$41.1K - $54K
|
6.72K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-676- 1.59% |
$41.2K - $54.2K
|
41.9K
$3.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-685- 0.63% |
$41.8K - $54.9K
|
108K
$8.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-687- 2.64% |
$41.9K - $55K
|
25.3K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-688- 1.49% |
$42K - $55.1K
|
45.5K
$3.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-689- 4.3% |
$42K - $55.2K
|
15.3K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-690- 4.2% |
$42.1K - $55.3K
|
15.7K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-696- 0.63% |
$42.4K - $55.8K
|
110K
$8.92M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-697- 15.12% |
$42.5K - $55.8K
|
3.91K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-700- 40.84% |
$42.7K - $56.1K
|
1.01K
$81.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-700- 3.33% |
$42.7K - $56.1K
|
20.3K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-700- 0.33% |
$42.7K - $56.1K
|
209K
$16.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-702- 21.86% |
$42.8K - $56.2K
|
2.51K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-705Closed |
$43K - $56.5K
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-715- 17.88% |
$43.6K - $57.3K
|
3.28K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
SELL
|
- |
-735- 0.92% |
$44.8K - $58.9K
|
79.3K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-743- 7.09% |
$45.3K - $59.5K
|
9.74K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-750- 4.54% |
$45.7K - $60.1K
|
15.8K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-752- 6.18% |
$45.9K - $60.3K
|
11.4K
$922K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-752- 13.84% |
$45.9K - $60.3K
|
4.68K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-752- 7.63% |
$45.9K - $60.3K
|
9.1K
$735K
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-754- 1.89% |
$46K - $60.4K
|
39.2K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-765- 28.63% |
$46.6K - $61.3K
|
1.91K
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-771- 0.76% |
$47K - $61.8K
|
100K
$8.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-793- 0.76% |
$48.4K - $63.5K
|
104K
$8.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-793- 11.89% |
$48.4K - $63.5K
|
5.88K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-800- 17.91% |
$48.8K - $64.1K
|
3.67K
$296K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-803- 1.52% |
$49K - $64.3K
|
51.9K
$4.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-809- 2.66% |
$49.3K - $64.8K
|
29.6K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-822- 9.66% |
$50.1K - $65.9K
|
7.69K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-823- 5.97% |
$50.2K - $65.9K
|
13K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-825- 4.54% |
$50.3K - $66.1K
|
17.3K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-827- 11.11% |
$50.4K - $66.3K
|
6.62K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-835- 1.91% |
$50.9K - $66.9K
|
42.8K
$3.46M
|