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 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
330+ 4.98% |
$20.1K - $26.4K
|
6.96K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
312+ 2.21% |
$19K - $25K
|
14.4K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
310+ 10.27% |
$18.9K - $24.8K
|
3.33K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
306+ 4.74% |
$18.7K - $24.5K
|
6.76K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
306+ 1.03% |
$18.7K - $24.5K
|
29.9K
$2.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
300+ 8.63% |
$18.3K - $24K
|
3.78K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
277+ 1.53% |
$16.9K - $22.2K
|
18.4K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
270+ 0.95% |
$16.5K - $21.6K
|
28.8K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
264+ 1.03% |
$16.1K - $21.2K
|
25.9K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
252+ 6.29% |
$15.4K - $20.2K
|
4.26K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
231+ 1.3% |
$14.1K - $18.5K
|
18K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$34.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
212+ 5.86% |
$12.9K - $17K
|
3.83K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
208+ 7.43% |
$12.7K - $16.7K
|
3.01K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
192+ 2.7% |
$11.7K - $15.4K
|
7.3K
$582K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 1.74% |
$11K - $14.4K
|
10.5K
$837K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
178+ 4.83% |
$10.9K - $14.3K
|
3.87K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
171+ 54.98% |
$10.4K - $13.7K
|
482
$38.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
170+ 0.56% |
$10.4K - $13.6K
|
30.4K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
144+ 2.53% |
$8.78K - $11.5K
|
5.83K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
138+ 19.27% |
$8.42K - $11.1K
|
854
$68.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
135+ 2.05% |
$8.23K - $10.8K
|
6.73K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
129+ 3.66% |
$7.87K - $10.3K
|
3.66K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
128+ 1.79% |
$7.81K - $10.3K
|
7.27K
$579K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
119+ 0.86% |
$7.26K - $9.53K
|
13.9K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 0.95% |
$7.01K - $9.21K
|
12.3K
$979K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
104+ 2.95% |
$6.34K - $8.33K
|
3.63K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100+ 1.88% |
$6.1K - $8.01K
|
5.41K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
97+ 1.9% |
$5.92K - $7.77K
|
5.21K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 18.37% |
$5.49K - $7.21K
|
580
$46.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
88+ 0.64% |
$5.37K - $7.05K
|
13.9K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
87+ 3.89% |
$5.31K - $6.97K
|
2.32K
$185K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
81+ 11.81% |
$4.94K - $6.49K
|
767
$61.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
79+ 2.53% |
$4.82K - $6.33K
|
3.2K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 1.49% |
$4.82K - $6.33K
|
5.37K
$428K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
78+ 1.88% |
$4.76K - $6.25K
|
4.22K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
78+ 1.2% |
$4.76K - $6.25K
|
6.56K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
77+ 2.35% |
$4.7K - $6.17K
|
3.35K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75+ 2.46% |
$4.57K - $6.01K
|
3.12K
$249K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 0.92% |
$4.27K - $5.61K
|
7.67K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
68New |
$4.15K - $5.45K
|
68
$5.42K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
61+ 1.6% |
$3.72K - $4.89K
|
3.87K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
59+ 6.16% |
$3.6K - $4.73K
|
1.02K
$81.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$3.35K - $4.41K
|
55
$4.38K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
54+ 1.74% |
$3.29K - $4.33K
|
3.16K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
54+ 1.94% |
$3.29K - $4.33K
|
2.84K
$227K
|