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 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.25K- 14.17% |
$76.1K - $100K
|
7.56K
$598K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.26K- 25.58% |
$76.7K - $101K
|
3.66K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.27K- 16.12% |
$77.6K - $102K
|
6.62K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.28K- 7.99% |
$78K - $102K
|
14.7K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.3K- 0.46% |
$79.3K - $104K
|
281K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.31K- 17.12% |
$79.9K - $105K
|
6.34K
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.33K- 3.41% |
$80.9K - $106K
|
37.6K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.01% |
$81.5K - $107K
|
65.2K
$5.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.36K- 9.36% |
$82.7K - $109K
|
13.1K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 7.22% |
$83.8K - $110K
|
17.6K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.38K- 2.87% |
$84K - $110K
|
46.7K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.39K- 11.76% |
$84.6K - $111K
|
10.4K
$823K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.41K- 19.4% |
$85.9K - $113K
|
5.85K
$463K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.43K- 4.04% |
$87.2K - $115K
|
34K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.44K- 3.72% |
$87.7K - $115K
|
37.2K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.44K- 17.41% |
$88K - $116K
|
6.85K
$542K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 16.27% |
$88.4K - $116K
|
7.46K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.47K- 1.99% |
$89.8K - $118K
|
72.5K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.48K- 23.03% |
$90.2K - $118K
|
4.94K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.49K- 0.24% |
$90.7K - $119K
|
607K
$48.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.49K- 19.47% |
$91K - $120K
|
6.17K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.5K- 13.16% |
$91.3K - $120K
|
9.88K
$782K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.5K- 1.74% |
$91.5K - $120K
|
84.9K
$6.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.5K- 0.55% |
$91.7K - $121K
|
271K
$21.4M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 30.6% |
$94K - $124K
|
3.5K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.54K- 22.54% |
$94.1K - $124K
|
5.3K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.56K- 12.23% |
$95.1K - $125K
|
11.2K
$886K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 1.1% |
$95.1K - $125K
|
141K
$11.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.57K- 1.36% |
$95.4K - $125K
|
113K
$8.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 36.45% |
$95.7K - $126K
|
2.74K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.59K- 1.97% |
$96.7K - $127K
|
79K
$6.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.6K- 4.18% |
$97.3K - $128K
|
36.6K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-1.6K- 5.81% |
$97.6K - $128K
|
25.9K
$2.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.62K- 0.09% |
$98.5K - $129K
|
1.73M
$137M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.64K- 1.5% |
$100K - $131K
|
108K
$8.53M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.66K- 5.55% |
$101K - $133K
|
28.2K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.66K- 34.12% |
$101K - $133K
|
3.2K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.7K- 25.15% |
$104K - $136K
|
5.06K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.72K- 95.82% |
$105K - $138K
|
75
$5.94K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.72K- 2.1% |
$105K - $138K
|
80.2K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-1.73K- 1.85% |
$106K - $139K
|
92.1K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.74K- 3.52% |
$106K - $139K
|
47.7K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.78K- 10.85% |
$109K - $143K
|
14.6K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.79K- 2.22% |
$109K - $143K
|
78.7K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.79K- 28.74% |
$109K - $143K
|
4.44K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.82K- 4.1% |
$111K - $146K
|
42.7K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.83K- 1.48% |
$111K - $146K
|
121K
$9.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.86K- 22.82% |
$114K - $149K
|
6.3K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 18.22% |
$115K - $151K
|
8.45K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.9K- 11.66% |
$116K - $152K
|
14.4K
$1.14M
|