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 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.65% |
$122 - $160
|
308
$24.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.59K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.47K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.03% |
$122 - $160
|
7.01K
$559K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$122 - $160
|
3K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1+ 0.12% |
$61 - $80.1
|
817
$65.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$61 - $80.1
|
91
$7.25K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$61 - $80.1
|
225
$17.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
7.42K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1+ 0.01% |
$61 - $80.1
|
12.1K
$963K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4- 0.08% |
$244 - $320
|
4.99K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6- 0.05% |
$366 - $481
|
12.2K
$974K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-11- 0.37% |
$671 - $881
|
2.97K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-12- 0.29% |
$732 - $961
|
4.08K
$325K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-15- 0.3% |
$915 - $1.2K
|
4.92K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-18- 0.52% |
$1.1K - $1.44K
|
3.43K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-18- 0.1% |
$1.1K - $1.44K
|
17.6K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-20- 0.55% |
$1.22K - $1.6K
|
3.6K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-20- 0.65% |
$1.22K - $1.6K
|
3.04K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-20- 0.21% |
$1.22K - $1.6K
|
9.62K
$767K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22- 3.68% |
$1.34K - $1.76K
|
576
$45.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23- 0.04% |
$1.4K - $1.84K
|
57.1K
$4.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-23- 0.16% |
$1.4K - $1.84K
|
14K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 25.26% |
$1.46K - $1.92K
|
71
$5.66K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$1.52K - $2K
|
16.6K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-28- 0.25% |
$1.71K - $2.24K
|
11.3K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-28- 0.33% |
$1.71K - $2.24K
|
8.37K
$667K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-33- 0.99% |
$2.01K - $2.64K
|
3.29K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-35- 0.57% |
$2.13K - $2.8K
|
6.09K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-35- 0.56% |
$2.13K - $2.8K
|
6.17K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-44- 0.47% |
$2.68K - $3.53K
|
9.25K
$737K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-47- 0.52% |
$2.87K - $3.77K
|
9.06K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-47- 0.99% |
$2.87K - $3.77K
|
4.72K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$3.05K - $4.01K
|
6.82K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-50- 1.17% |
$3.05K - $4.01K
|
4.22K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-52- 0.45% |
$3.17K - $4.17K
|
11.5K
$916K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-54- 1.82% |
$3.29K - $4.33K
|
2.92K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-54- 1.4% |
$3.29K - $4.33K
|
3.79K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.27% |
$3.29K - $4.33K
|
20.1K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-55- 3.85% |
$3.35K - $4.41K
|
1.37K
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 3.7% |
$3.35K - $4.41K
|
1.43K
$114K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-56- 0.16% |
$3.41K - $4.49K
|
35.2K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-59- 0.43% |
$3.6K - $4.73K
|
13.8K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-60- 0.3% |
$3.66K - $4.81K
|
20K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.62% |
$3.9K - $5.13K
|
3.88K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-66- 1.63% |
$4.02K - $5.29K
|
3.98K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-70- 0.28% |
$4.27K - $5.61K
|
24.9K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-85- 0.75% |
$5.18K - $6.81K
|
11.3K
$902K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 2.52% |
$5.18K - $6.81K
|
3.29K
$262K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-94- 0.37% |
$5.73K - $7.53K
|
25.4K
$2.02M
|