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
|
Five Oceans Advisors
|
SELL
|
- |
-505- 11.94% |
$30.8K - $40.5K
|
3.72K
$297K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-550- 11.52% |
$33.5K - $44.1K
|
4.23K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-551- 1.74% |
$33.6K - $44.1K
|
31.1K
$2.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-572- 1.31% |
$34.9K - $45.8K
|
43.2K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-576- 8.69% |
$35.1K - $46.1K
|
6.05K
$482K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-581- 2.81% |
$35.4K - $46.5K
|
20.1K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-609- 8.95% |
$37.1K - $48.8K
|
6.19K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-611- 4.95% |
$37.3K - $49K
|
11.7K
$936K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-619- 0.18% |
$37.7K - $49.6K
|
337K
$26.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-623- 2.73% |
$38K - $49.9K
|
22.2K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-642- 2.74% |
$39.1K - $51.4K
|
22.8K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-664- 0.72% |
$40.5K - $53.2K
|
92K
$7.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-689- 4.3% |
$42K - $55.2K
|
15.3K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-696- 0.63% |
$42.4K - $55.8K
|
110K
$8.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-700- 40.84% |
$42.7K - $56.1K
|
1.01K
$80.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-705Closed |
$43K - $56.5K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-771- 0.76% |
$47K - $61.8K
|
100K
$7.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-822- 9.66% |
$50.1K - $65.9K
|
7.69K
$613K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-827- 11.11% |
$50.4K - $66.3K
|
6.62K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-835- 1.91% |
$50.9K - $66.9K
|
42.8K
$3.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-837- 3.26% |
$51K - $67.1K
|
24.9K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-885- 25.14% |
$54K - $70.9K
|
2.64K
$210K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-900- 22.92% |
$54.9K - $72.1K
|
3.03K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-936- 2.23% |
$57.1K - $75K
|
41K
$3.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-997- 5.63% |
$60.8K - $79.9K
|
16.7K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1K- 0.46% |
$61K - $80.1K
|
219K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.02K- 3.07% |
$61.9K - $81.3K
|
32.1K
$2.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.14K- 8.35% |
$69.3K - $91.1K
|
12.5K
$995K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.24K- 8.08% |
$75.4K - $99K
|
14.1K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.27K- 16.12% |
$77.6K - $102K
|
6.62K
$528K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.38K- 2.87% |
$84K - $110K
|
46.7K
$3.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.43K- 4.04% |
$87.2K - $115K
|
34K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 16.27% |
$88.4K - $116K
|
7.46K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.49K- 0.24% |
$90.7K - $119K
|
607K
$48.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.57K- 1.36% |
$95.4K - $125K
|
113K
$9.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 36.45% |
$95.7K - $126K
|
2.74K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.79K- 28.74% |
$109K - $143K
|
4.44K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.82K- 4.1% |
$111K - $146K
|
42.7K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 18.22% |
$115K - $151K
|
8.45K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 39.64% |
$122K - $160K
|
3.05K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.01K- 5.61% |
$123K - $161K
|
33.9K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.04K- 2.81% |
$124K - $163K
|
70.5K
$5.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 3.96% |
$129K - $169K
|
51.3K
$4.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.15K- 6.73% |
$131K - $172K
|
29.8K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.3K- 12.07% |
$140K - $184K
|
16.7K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.38K- 22.85% |
$145K - $191K
|
8.03K
$640K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 7.43% |
$154K - $203K
|
31.5K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.84K- 0.46% |
$173K - $227K
|
616K
$49.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.9K- 25.2% |
$177K - $233K
|
8.61K
$687K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.9K- 2.11% |
$177K - $233K
|
135K
$10.7M
|