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 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.97K- 1.67% |
$181K - $238K
|
175K
$13.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.98K- 32.38% |
$181K - $238K
|
6.21K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.12K- 3.32% |
$191K - $250K
|
90.9K
$7.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.3K- 18.69% |
$201K - $264K
|
14.3K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.39K- 20.71% |
$207K - $271K
|
13K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.48K- 4.57% |
$212K - $278K
|
72.5K
$5.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.52K- 51.59% |
$215K - $282K
|
3.3K
$263K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.82K- 11.43% |
$233K - $306K
|
29.6K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-4.35K- 2.17% |
$265K - $349K
|
196K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.69K- 14.95% |
$286K - $376K
|
26.7K
$2.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.71K- 13.6% |
$287K - $377K
|
29.9K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.92K- 2.74% |
$300K - $394K
|
175K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.44K- 5.69% |
$331K - $435K
|
90K
$7.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.49K- 43.04% |
$335K - $440K
|
7.26K
$579K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.89K- 55.79% |
$359K - $472K
|
4.67K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 25.53% |
$366K - $481K
|
17.5K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.22K- 7.67% |
$379K - $498K
|
74.8K
$5.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-6.41K- 1.99% |
$391K - $514K
|
315K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-6.6K- 4.94% |
$402K - $529K
|
127K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.8K- 57.44% |
$476K - $625K
|
5.78K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.81K- 22.57% |
$476K - $626K
|
26.8K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.27K- 5.43% |
$504K - $663K
|
144K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-8.5K- 27.3% |
$518K - $681K
|
22.6K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-8.9K- 1.83% |
$543K - $713K
|
477K
$38M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.71K- 43.19% |
$592K - $778K
|
12.8K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-9.84K- 10.22% |
$600K - $788K
|
86.4K
$6.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10K- 6.08% |
$610K - $802K
|
155K
$12.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 8.2% |
$732K - $962K
|
134K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-14.4K- 8.19% |
$879K - $1.15M
|
161K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.5K- 33.63% |
$1.07M - $1.4M
|
34.6K
$2.76M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.7K- 3.14% |
$1.2M - $1.58M
|
609K
$48.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-20.1K- 29.08% |
$1.23M - $1.61M
|
49.1K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-23K- 4.14% |
$1.4M - $1.84M
|
532K
$42.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-24.5K- 3.15% |
$1.49M - $1.96M
|
754K
$60.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-28.2K- 2.03% |
$1.72M - $2.26M
|
1.36M
$108M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-29.9K- 10.35% |
$1.82M - $2.39M
|
259K
$20.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44.5K- 76.6% |
$2.71M - $3.56M
|
13.6K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-51.4K- 4.13% |
$3.14M - $4.12M
|
1.19M
$95.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-56.2K- 6.37% |
$3.43M - $4.5M
|
826K
$65.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-63.7K- 60.04% |
$3.88M - $5.1M
|
42.4K
$3.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-73.8K- 87.88% |
$4.5M - $5.92M
|
10.2K
$811K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-116K- 8.68% |
$7.07M - $9.29M
|
1.22M
$97.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-122K- 10.38% |
$7.45M - $9.78M
|
1.05M
$84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-151K- 7.58% |
$9.2M - $12.1M
|
1.84M
$147M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-242K- 45.62% |
$14.7M - $19.4M
|
288K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-950M- 100.0% |
$57.9B - $76.1B
|
37.1K
$2.96M
|