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 06, 2025
Q2 2025
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
27.3K+ 11.98% |
$1.67M - $2.19M
|
256K
$20.2M
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
26.9K+ 96.02% |
$1.64M - $2.15M
|
54.9K
$4.35M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.6K+ 25.42% |
$1.62M - $2.13M
|
131K
$10.4M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26K+ 3.31% |
$1.59M - $2.08M
|
812K
$64.2M
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
24.5KNew |
$1.49M - $1.96M
|
24.5K
$1.94M
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
24.3K+ 42.88% |
$1.48M - $1.95M
|
81K
$6.41M
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
24.2K+ 3.09% |
$1.47M - $1.94M
|
807K
$63.9M
|
|
Aug 08, 2025
Q2 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
23.7KNew |
$1.45M - $1.9M
|
23.7K
$1.88M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.5K+ 63.55% |
$1.44M - $1.89M
|
60.6K
$4.8M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23K+ 5.79% |
$1.4M - $1.84M
|
420K
$33.3M
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
BUY
|
- |
23K+ 3.92% |
$1.4M - $1.84M
|
609K
$48.2M
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22.8KNew |
$1.39M - $1.83M
|
22.8K
$1.81M
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
22.7KNew |
$1.38M - $1.82M
|
22.7K
$1.8M
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
22.4K+ 2.95% |
$1.36M - $1.79M
|
781K
$61.8M
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
22.3K+ 4622.36% |
$1.36M - $1.79M
|
22.8K
$1.81M
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22.2K+ 301.18% |
$1.35M - $1.78M
|
29.5K
$2.34M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22K+ 724.01% |
$1.34M - $1.76M
|
25K
$1.98M
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.7K+ 33.61% |
$1.32M - $1.74M
|
86.3K
$6.83M
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
21.7K+ 19.81% |
$1.32M - $1.74M
|
131K
$10.4M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
21.6KNew |
$1.32M - $1.73M
|
21.6K
$1.71M
|
|
Aug 12, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
20.9K+ 0.23% |
$1.28M - $1.68M
|
8.95M
$709M
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
20.4KNew |
$1.25M - $1.64M
|
20.4K
$1.62M
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
20.2K+ 160.8% |
$1.23M - $1.62M
|
32.7K
$2.59M
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
20K+ 32.89% |
$1.22M - $1.6M
|
80.7K
$6.39M
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
19.8K+ 4.63% |
$1.21M - $1.58M
|
447K
$35.4M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.6K+ 5.13% |
$1.19M - $1.57M
|
401K
$31.7M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
19.4KNew |
$1.18M - $1.55M
|
19.4K
$1.53M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19K+ 22.78% |
$1.16M - $1.52M
|
102K
$8.1M
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19K+ 61.19% |
$1.16M - $1.52M
|
50K
$3.95M
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
18.9K+ 103.59% |
$1.15M - $1.51M
|
37.1K
$2.93M
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
18.7K+ 25.34% |
$1.14M - $1.5M
|
92.3K
$7.3M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.6K+ 22.28% |
$1.13M - $1.49M
|
102K
$8.06M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18.4K+ 5.68% |
$1.12M - $1.48M
|
343K
$27.1M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.1K+ 35.73% |
$1.11M - $1.45M
|
68.8K
$5.45M
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
17.8K+ 4.95% |
$1.09M - $1.43M
|
378K
$29.9M
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
BUY
|
- |
17.7KNew |
$1.08M - $1.42M
|
17.7K
$1.4M
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
17.6K+ 133.29% |
$1.08M - $1.41M
|
30.9K
$2.44M
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.6K+ 1.9% |
$1.07M - $1.41M
|
945K
$74.8M
|
|
Aug 13, 2025
Q2 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 346.81% |
$1.07M - $1.4M
|
22.5K
$1.78M
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
17.5KNew |
$1.06M - $1.4M
|
17.5K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
17.4KNew |
$1.06M - $1.4M
|
17.4K
$1.38M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
17.4KNew |
$1.06M - $1.39M
|
17.4K
$1.37M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
17.3K+ 6.1% |
$1.06M - $1.39M
|
302K
$23.9M
|
|
Aug 26, 2025
Q2 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
17KNew |
$1.03M - $1.36M
|
17K
$1.34M
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
16.8K+ 359.71% |
$1.02M - $1.35M
|
21.5K
$1.7M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 7.54% |
$1.02M - $1.34M
|
239K
$18.9M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
16.6KNew |
$1.01M - $1.33M
|
16.6K
$1.31M
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16.5KNew |
$1.01M - $1.33M
|
16.5K
$1.31M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
16.5KNew |
$1M - $1.32M
|
16.5K
$1.3M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.5K+ 14.51% |
$1M - $1.32M
|
130K
$10.3M
|