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 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-835- 18.39% |
$50.9K - $66.9K
|
3.71K
$299K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-837- 3.26% |
$51K - $67.1K
|
24.9K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-837- 14.67% |
$51K - $67.1K
|
4.87K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-843- 5.44% |
$51.4K - $67.5K
|
14.6K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-847- 5.81% |
$51.7K - $67.9K
|
13.7K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-849- 3.16% |
$51.8K - $68K
|
26.1K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-849- 1.68% |
$51.8K - $68K
|
49.8K
$4.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-854- 23.48% |
$52.1K - $68.4K
|
2.78K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-860- 2.01% |
$52.4K - $68.9K
|
41.9K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-861- 3.66% |
$52.5K - $69K
|
22.7K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-871- 2.11% |
$53.1K - $69.8K
|
40.4K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-881- 6.22% |
$53.7K - $70.6K
|
13.3K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-885- 25.14% |
$54K - $70.9K
|
2.64K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-896- 2.25% |
$54.6K - $71.8K
|
38.9K
$3.14M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-900- 22.92% |
$54.9K - $72.1K
|
3.03K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-917- 8.63% |
$55.9K - $73.5K
|
9.7K
$784K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-920- 0.26% |
$56.1K - $73.7K
|
359K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-932- 6.81% |
$56.8K - $74.7K
|
12.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-935- 1.81% |
$57K - $74.9K
|
50.7K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-936- 2.23% |
$57.1K - $75K
|
41K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-947- 17.64% |
$57.7K - $75.9K
|
4.42K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-964- 1.57% |
$58.8K - $77.2K
|
60.6K
$4.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-976- 0.49% |
$59.5K - $78.2K
|
196K
$15.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-994- 16.14% |
$60.6K - $79.6K
|
5.17K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-995- 5.1% |
$60.7K - $79.7K
|
18.5K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-997- 5.63% |
$60.8K - $79.9K
|
16.7K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1K- 0.46% |
$61K - $80.1K
|
219K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 1.09% |
$61K - $80.1K
|
91K
$7.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1K- 14.13% |
$61K - $80.1K
|
6.08K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.02K- 3.07% |
$61.9K - $81.3K
|
32.1K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.02K- 3.68% |
$61.9K - $81.3K
|
26.6K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 14.95% |
$62.2K - $81.7K
|
5.8K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.03K- 0.93% |
$62.8K - $82.5K
|
109K
$8.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.05K- 6.21% |
$63.8K - $83.8K
|
15.8K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 7.42% |
$65K - $85.4K
|
13.3K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.08K- 4.53% |
$65.7K - $86.4K
|
22.7K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.08K- 14.13% |
$65.9K - $86.5K
|
6.56K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 34.84% |
$66K - $86.7K
|
2.02K
$163K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-1.1K- 16.02% |
$67K - $88K
|
5.75K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
SELL
|
- |
-1.11K- 13.21% |
$67.6K - $88.9K
|
7.29K
$589K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.14K- 8.35% |
$69.3K - $91.1K
|
12.5K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 6.48% |
$69.4K - $91.2K
|
16.4K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.15K- 12.69% |
$69.8K - $91.7K
|
7.88K
$636K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 2.75% |
$70.1K - $92.1K
|
40.7K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 2.43% |
$72K - $94.6K
|
47.3K
$3.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.2K- 2.38% |
$73.4K - $96.5K
|
49.5K
$4M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.21K- 2.51% |
$73.7K - $96.8K
|
47K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.21K- 28.73% |
$74K - $97.3K
|
3.01K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.24K- 8.08% |
$75.4K - $99K
|
14.1K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.24K- 7.07% |
$75.7K - $99.5K
|
16.3K
$1.32M
|