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 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
54+ 0.43% |
$3.29K - $4.33K
|
12.7K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
53+ 1.16% |
$3.23K - $4.25K
|
4.64K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
52+ 0.05% |
$3.17K - $4.17K
|
112K
$8.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
52+ 0.43% |
$3.17K - $4.17K
|
12.1K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
51+ 0.39% |
$3.11K - $4.09K
|
13.2K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
50+ 0.56% |
$3.05K - $4.01K
|
8.96K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.3% |
$3.05K - $4.01K
|
17K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
49+ 0.5% |
$2.99K - $3.93K
|
9.75K
$777K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
45+ 1.28% |
$2.74K - $3.61K
|
3.55K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
44+ 0.54% |
$2.68K - $3.53K
|
8.16K
$650K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 4.19% |
$2.68K - $3.53K
|
1.09K
$87.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
41+ 1.25% |
$2.5K - $3.28K
|
3.32K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.35% |
$2.38K - $3.12K
|
11.1K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
37+ 0.51% |
$2.26K - $2.96K
|
7.34K
$585K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
37+ 0.32% |
$2.26K - $2.96K
|
11.7K
$932K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
36+ 0.23% |
$2.2K - $2.88K
|
15.6K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
35+ 0.06% |
$2.13K - $2.8K
|
61.8K
$4.92M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
33+ 0.46% |
$2.01K - $2.64K
|
7.14K
$569K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
30+ 0.21% |
$1.83K - $2.4K
|
14.2K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.99% |
$1.71K - $2.24K
|
2.87K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.46K - $1.92K
|
5.14K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
24+ 0.54% |
$1.46K - $1.92K
|
4.47K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.46% |
$1.4K - $1.84K
|
5.01K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.43% |
$1.34K - $1.76K
|
5.2K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.46% |
$1.34K - $1.76K
|
4.85K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
22+ 0.51% |
$1.34K - $1.76K
|
4.32K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
21+ 0.07% |
$1.28K - $1.68K
|
29.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
21+ 0.26% |
$1.28K - $1.68K
|
8.1K
$646K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
21+ 0.42% |
$1.28K - $1.68K
|
5.08K
$405K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
21+ 0.73% |
$1.28K - $1.68K
|
2.91K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 4.2% |
$1.28K - $1.68K
|
521
$41.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20+ 0.61% |
$1.22K - $1.6K
|
3.31K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
17+ 7.36% |
$1.04K - $1.36K
|
248
$19.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.39% |
$915 - $1.2K
|
3.89K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 1.65% |
$854 - $1.12K
|
865
$68.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.21% |
$793 - $1.04K
|
6.24K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9+ 0.03% |
$549 - $721
|
36K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
9+ 0.05% |
$549 - $721
|
19.3K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
9+ 0.41% |
$549 - $721
|
2.19K
$175K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
8+ 0.28% |
$488 - $641
|
2.85K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$427 - $561
|
18.8K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
6+ 0.05% |
$366 - $481
|
11.8K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.13% |
$366 - $481
|
4.47K
$356K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.06% |
$305 - $401
|
7.85K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.56% |
$305 - $401
|
890
$70.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$244 - $320
|
10.1K
$807K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.13% |
$244 - $320
|
3.09K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$183 - $240
|
4.73K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$183 - $240
|
15.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$183 - $240
|
21.1K
$1.68M
|