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 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
6.87K+ 37.01% |
$419K - $550K
|
25.4K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.86K+ 29.33% |
$418K - $549K
|
30.2K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.83K+ 0.95% |
$416K - $547K
|
728K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.83K+ 93.26% |
$416K - $547K
|
14.1K
$1.12M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.77K+ 0.18% |
$413K - $542K
|
3.76M
$297M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$3.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.74K+ 42.23% |
$411K - $540K
|
22.7K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.72K+ 8.88% |
$410K - $539K
|
82.4K
$6.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.69K+ 2.02% |
$408K - $536K
|
338K
$26.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.6K+ 36.42% |
$402K - $528K
|
24.7K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.58K+ 349.65% |
$401K - $528K
|
8.47K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.55K+ 1.95% |
$400K - $525K
|
342K
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.39K+ 61.85% |
$390K - $512K
|
16.7K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.36KNew |
$388K - $509K
|
6.36K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.29K+ 162.5% |
$383K - $504K
|
10.2K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.28K+ 1.51% |
$383K - $503K
|
422K
$33.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.21K+ 3.13% |
$379K - $498K
|
204K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
6.2KNew |
$378K - $497K
|
6.2K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.1K+ 0.73% |
$372K - $489K
|
845K
$66.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.08K+ 22.25% |
$371K - $487K
|
33.4K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.04K+ 12.78% |
$368K - $484K
|
53.3K
$4.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.88K+ 5.27% |
$359K - $471K
|
118K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.8K+ 7.24% |
$354K - $465K
|
85.9K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.75K+ 21.73% |
$351K - $461K
|
32.2K
$2.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.71K+ 19.77% |
$348K - $457K
|
34.6K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.62K+ 47.76% |
$343K - $450K
|
17.4K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 14.67% |
$342K - $449K
|
43.8K
$3.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.6K+ 1.4% |
$341K - $449K
|
405K
$32M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.57K+ 81.31% |
$339K - $446K
|
12.4K
$982K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
5.47KNew |
$334K - $438K
|
5.47K
$433K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.44K+ 14.97% |
$332K - $436K
|
41.8K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.44KNew |
$331K - $436K
|
5.44K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.41K+ 17.32% |
$330K - $433K
|
36.6K
$2.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.39KNew |
$329K - $432K
|
5.39K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
5.38K+ 17.97% |
$328K - $431K
|
35.3K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28K+ 3.38% |
$322K - $423K
|
161K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
5.27KNew |
$321K - $422K
|
5.27K
$417K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.25K+ 19.54% |
$320K - $421K
|
32.1K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.24K+ 14.15% |
$319K - $420K
|
42.3K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.21K+ 50.89% |
$317K - $417K
|
15.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.2KNew |
$317K - $417K
|
5.2K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
5.15K+ 5.4% |
$314K - $413K
|
100K
$7.95M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.15K+ 5.03% |
$314K - $413K
|
107K
$8.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
5.1K+ 2.5% |
$311K - $409K
|
209K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.99K+ 26.28% |
$304K - $399K
|
24K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4.97K+ 4.97% |
$303K - $398K
|
105K
$8.32M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$300K - $395K
|
4.93K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.92K+ 119.35% |
$300K - $394K
|
9.04K
$716K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.85K+ 9.95% |
$296K - $389K
|
53.6K
$4.24M
|