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 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.3K+ 3.43% |
$994K - $1.31M
|
492K
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
16.2K+ 120.03% |
$990K - $1.3M
|
29.8K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
16.1KNew |
$983K - $1.29M
|
16.1K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
15.8K+ 3.3% |
$965K - $1.27M
|
495K
$39.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
15.7K+ 26.66% |
$958K - $1.26M
|
74.7K
$5.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.7K+ 14.14% |
$958K - $1.26M
|
127K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
15.7K+ 10.6% |
$955K - $1.26M
|
164K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.6K+ 13.7% |
$954K - $1.25M
|
130K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.6K+ 52.3% |
$953K - $1.25M
|
45.5K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
15.6KNew |
$950K - $1.25M
|
15.6K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
15.5K+ 1.03% |
$943K - $1.24M
|
1.52M
$120M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
14.9K+ 3.27% |
$907K - $1.19M
|
469K
$37.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
14.7K+ 19.13% |
$898K - $1.18M
|
91.7K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
14.7K+ 35.66% |
$897K - $1.18M
|
56K
$4.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.3K+ 15.43% |
$869K - $1.14M
|
107K
$8.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
14.3K+ 132.56% |
$869K - $1.14M
|
25K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
14.2KNew |
$863K - $1.13M
|
14.2K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$861K - $1.13M
|
14.1K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
14.1KNew |
$861K - $1.13M
|
14.1K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
14.1K+ 43.19% |
$859K - $1.13M
|
46.7K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.9K+ 15.67% |
$849K - $1.11M
|
103K
$8.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13.8K+ 470.83% |
$841K - $1.1M
|
16.7K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8K+ 11.78% |
$840K - $1.1M
|
131K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 54.52% |
$838K - $1.1M
|
38.9K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13.7K+ 27.16% |
$834K - $1.1M
|
64.1K
$5.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13.3K+ 20.99% |
$814K - $1.07M
|
76.9K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
13.3K+ 1.66% |
$813K - $1.07M
|
815K
$64.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1KNew |
$800K - $1.05M
|
13.1K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
13.1K+ 20.15% |
$798K - $1.05M
|
78K
$6.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
12.8K+ 235.06% |
$778K - $1.02M
|
18.2K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
12.7K+ 16.16% |
$775K - $1.02M
|
91.3K
$7.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 8753.47% |
$769K - $1.01M
|
12.7K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 14.78% |
$763K - $1M
|
97.2K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
12.5K+ 2.4% |
$762K - $1M
|
532K
$42.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2K+ 5.82% |
$742K - $974K
|
221K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.7K+ 229.47% |
$716K - $941K
|
16.9K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.6K+ 22.22% |
$706K - $928K
|
63.7K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$705K - $926K
|
11.6K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
11.3K+ 10.19% |
$691K - $908K
|
123K
$9.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 21.06% |
$689K - $906K
|
65K
$5.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.3KNew |
$689K - $905K
|
11.3K
$894K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11K+ 17.77% |
$670K - $880K
|
72.8K
$5.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.8K+ 4.53% |
$660K - $867K
|
250K
$19.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
10.7K+ 3.23% |
$654K - $859K
|
343K
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.7K+ 39.26% |
$653K - $857K
|
38K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.5K+ 10.33% |
$641K - $843K
|
112K
$8.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.3K+ 2.41% |
$631K - $829K
|
440K
$34.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.1K+ 123.8% |
$613K - $806K
|
18.2K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.96K+ 5.57% |
$607K - $798K
|
189K
$14.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.87K+ 231.84% |
$602K - $791K
|
14.1K
$1.12M
|