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 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.2K- 2.94% |
$317K - $417K
|
172K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.24K- 0.47% |
$320K - $420K
|
1.1M
$87.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-5.31K- 3.89% |
$324K - $425K
|
131K
$10.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.41K- 2.55% |
$330K - $433K
|
207K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.44K- 5.69% |
$331K - $435K
|
90K
$7.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.48K- 10.41% |
$334K - $439K
|
47.2K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.49K- 43.04% |
$335K - $440K
|
7.26K
$575K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.57K- 30.88% |
$340K - $446K
|
12.5K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.59K- 1.09% |
$341K - $448K
|
505K
$40M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.6K- 15.71% |
$342K - $449K
|
30.1K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.62K- 19.66% |
$343K - $450K
|
23K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.8K- 28.14% |
$354K - $464K
|
14.8K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.89K- 55.79% |
$359K - $472K
|
4.67K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 3.49% |
$362K - $476K
|
164K
$13M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-5.95K- 22.36% |
$363K - $477K
|
20.7K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 25.53% |
$366K - $481K
|
17.5K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.13K- 4.69% |
$374K - $491K
|
125K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-6.13K- 9.27% |
$374K - $491K
|
60K
$4.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-6.15K- 47.9% |
$375K - $493K
|
6.69K
$529K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.17K- 76.61% |
$376K - $494K
|
1.88K
$149K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.2K- 0.55% |
$378K - $497K
|
1.12M
$88.7M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-6.21K- 6.48% |
$378K - $497K
|
89.5K
$7.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.22K- 7.67% |
$379K - $498K
|
74.8K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-6.29K- 1.48% |
$383K - $504K
|
419K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.31K- 0.13% |
$385K - $505K
|
4.84M
$383M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.35K- 8.06% |
$387K - $508K
|
72.4K
$5.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-6.41K- 1.99% |
$391K - $514K
|
315K
$24.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Hikari Power LTD
|
SELL
|
- |
-6.46K- 4.95% |
$394K - $518K
|
124K
$9.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-6.51K- 14.55% |
$397K - $521K
|
38.2K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-6.6K- 4.94% |
$402K - $529K
|
127K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.02K- 13.85% |
$428K - $562K
|
43.6K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-7.03K- 1.32% |
$428K - $563K
|
527K
$41.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7.08K- 64.77% |
$432K - $568K
|
3.85K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-7.1K- 6.91% |
$433K - $569K
|
95.7K
$7.57M
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7.15K- 39.1% |
$436K - $573K
|
11.1K
$881K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-7.2K- 48.16% |
$439K - $577K
|
7.75K
$614K
|
|
|
Aug 04, 2025
Q2 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-7.46K- 5.75% |
$455K - $598K
|
122K
$9.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.55K- 1.18% |
$460K - $605K
|
631K
$50M
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-7.62K- 4.78% |
$464K - $610K
|
152K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.8K- 57.44% |
$476K - $625K
|
5.78K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.81K- 22.57% |
$476K - $626K
|
26.8K
$2.12M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.81K- 19.65% |
$476K - $626K
|
32K
$2.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-8K- 50.78% |
$488K - $641K
|
7.76K
$614K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.27K- 5.43% |
$504K - $663K
|
144K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.3K- 49.75% |
$506K - $665K
|
8.38K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-8.32K- 82.9% |
$507K - $667K
|
1.72K
$136K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.35K- 28.8% |
$509K - $669K
|
20.6K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.38K- 22.86% |
$511K - $671K
|
28.3K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-8.48K- 20.02% |
$517K - $679K
|
33.9K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-8.5K- 27.3% |
$518K - $681K
|
22.6K
$1.79M
|