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 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-99- 1.37% |
$6.04K - $7.93K
|
7.12K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-100- 3.25% |
$6.1K - $8.01K
|
2.98K
$237K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.84% |
$6.1K - $8.01K
|
11.8K
$940K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-101- 1.38% |
$6.16K - $8.09K
|
7.22K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-103- 0.28% |
$6.28K - $8.25K
|
36.5K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-116- 0.27% |
$7.07K - $9.29K
|
42.1K
$3.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-124- 3.08% |
$7.56K - $9.93K
|
3.91K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-124- 8.01% |
$7.56K - $9.93K
|
1.43K
$114K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-125- 1.71% |
$7.62K - $10K
|
7.17K
$572K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-127- 65.8% |
$7.74K - $10.2K
|
66
$5.26K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-133- 0.89% |
$8.11K - $10.7K
|
14.8K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-136- 2.49% |
$8.29K - $10.9K
|
5.32K
$424K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-136- 2.52% |
$8.29K - $10.9K
|
5.26K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-137- 1.17% |
$8.35K - $11K
|
11.6K
$924K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.26% |
$8.35K - $11K
|
52.2K
$4.16M
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-140- 0.2% |
$8.54K - $11.2K
|
71.4K
$5.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-148- 0.59% |
$9.03K - $11.9K
|
25K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-148- 3.28% |
$9.03K - $11.9K
|
4.37K
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-150- 2.81% |
$9.15K - $12K
|
5.2K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-165- 0.32% |
$10.1K - $13.2K
|
51.8K
$4.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-166- 2.03% |
$10.1K - $13.3K
|
8.02K
$639K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-166- 0.98% |
$10.1K - $13.3K
|
16.9K
$1.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-190- 6.66% |
$11.6K - $15.2K
|
2.66K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-192- 0.46% |
$11.7K - $15.4K
|
41.2K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-195- 3.4% |
$11.9K - $15.6K
|
5.54K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-224- 9.17% |
$13.7K - $17.9K
|
2.22K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-224- 3.48% |
$13.7K - $17.9K
|
6.21K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-240- 12.97% |
$14.6K - $19.2K
|
1.61K
$128K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-245- 4.96% |
$14.9K - $19.6K
|
4.7K
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-247- 3.99% |
$15.1K - $19.8K
|
5.95K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-248- 1.62% |
$15.1K - $19.9K
|
15.1K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-249- 0.83% |
$15.2K - $19.9K
|
29.7K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-250- 5.87% |
$15.2K - $20K
|
4.01K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-250- 2.95% |
$15.2K - $20K
|
8.22K
$655K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-250- 3.37% |
$15.2K - $20K
|
7.16K
$571K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-265- 1.94% |
$16.2K - $21.2K
|
13.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-298- 4.1% |
$18.2K - $23.9K
|
6.98K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-304- 6.44% |
$18.5K - $24.4K
|
4.42K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-315- 3.6% |
$19.2K - $25.2K
|
8.44K
$673K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-322- 9.99% |
$19.6K - $25.8K
|
2.9K
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-358- 0.12% |
$21.8K - $28.7K
|
291K
$23.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-387- 10.07% |
$23.6K - $31K
|
3.46K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-395- 2.02% |
$24.1K - $31.6K
|
19.1K
$1.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-400- 6.95% |
$24.4K - $32K
|
5.35K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-408- 6.37% |
$24.9K - $32.7K
|
6K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-414- 1.25% |
$25.2K - $33.2K
|
32.7K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 13.17% |
$27.6K - $36.3K
|
2.99K
$238K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-456- 9.4% |
$27.8K - $36.5K
|
4.39K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-494- 5.46% |
$30.1K - $39.6K
|
8.55K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-500- 9.17% |
$30.5K - $40.1K
|
4.95K
$395K
|