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
|
Northside Capital Management, LLC
|
BUY
|
- |
4.82K+ 17.5% |
$294K - $386K
|
32.3K
$2.56M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.81K+ 111.32% |
$293K - $385K
|
9.13K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.78K+ 106.22% |
$291K - $383K
|
9.28K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.71K+ 113.77% |
$287K - $377K
|
8.85K
$700K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.68KNew |
$285K - $375K
|
4.68K
$370K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.66K+ 9.28% |
$284K - $374K
|
54.9K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.61K+ 0.48% |
$281K - $369K
|
959K
$75.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.58KNew |
$279K - $367K
|
4.58K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.56KNew |
$278K - $366K
|
4.56K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.54KNew |
$277K - $364K
|
4.54K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.53K+ 20.32% |
$276K - $363K
|
26.8K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.5KNew |
$274K - $360K
|
4.5K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.49K+ 15.72% |
$274K - $359K
|
33K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.41KNew |
$269K - $353K
|
4.41K
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.4K+ 2.67% |
$268K - $352K
|
169K
$13.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.36KNew |
$266K - $350K
|
4.36K
$345K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.36K+ 34.05% |
$266K - $349K
|
17.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.34KNew |
$264K - $347K
|
4.34K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 6.27% |
$262K - $345K
|
72.9K
$5.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.29K+ 0.45% |
$262K - $344K
|
948K
$75M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
4.25K+ 0.15% |
$259K - $340K
|
2.86M
$227M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.24K+ 2.75% |
$259K - $340K
|
158K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.17K+ 12.98% |
$254K - $334K
|
36.3K
$2.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.17K+ 4.75% |
$254K - $334K
|
91.8K
$7.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.12KNew |
$251K - $330K
|
4.12K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.11K+ 7.92% |
$251K - $329K
|
56K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
4.08KNew |
$249K - $327K
|
4.08K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$246K - $324K
|
4.04K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.03KNew |
$246K - $323K
|
4.03K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.01K+ 0.38% |
$245K - $321K
|
1.05M
$82.9M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4KNew |
$244K - $321K
|
4K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4K+ 45.58% |
$244K - $321K
|
12.8K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.98K+ 49.47% |
$243K - $319K
|
12K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.97K+ 59.75% |
$242K - $318K
|
10.6K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.96K+ 31.3% |
$241K - $317K
|
16.6K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.95K+ 7.79% |
$241K - $317K
|
54.7K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.89K+ 2.54% |
$237K - $312K
|
157K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.89K+ 71.4% |
$237K - $311K
|
9.33K
$738K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.86K+ 48.6% |
$235K - $309K
|
11.8K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.86KNew |
$235K - $309K
|
3.86K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.83K+ 0.47% |
$233K - $306K
|
819K
$64.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.82K+ 5.36% |
$233K - $306K
|
75.1K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.81K+ 0.35% |
$233K - $306K
|
1.08M
$85.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 1.91% |
$232K - $304K
|
203K
$16.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.77KNew |
$230K - $302K
|
3.77K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.76K+ 4.68% |
$229K - $301K
|
84.2K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.74KNew |
$228K - $300K
|
3.74K
$296K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.74KNew |
$228K - $299K
|
3.74K
$296K
|