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 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
950M+ 2735254.25% |
$57.9B - $76.1B
|
950M
$79.2B
|
|
|
Jul 10, 2025
Q2 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
605K+ 21.69% |
$36.9M - $48.5M
|
3.39M
$283M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
146KNew |
$8.88M - $11.7M
|
146K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
135K+ 17.1% |
$8.23M - $10.8M
|
924K
$77.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
133KNew |
$8.13M - $10.7M
|
133K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
50KNew |
$3.05M - $4.01M
|
50K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
40K+ 5.3% |
$2.44M - $3.21M
|
795K
$66.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
30.6KNew |
$1.87M - $2.45M
|
30.6K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
29.7K+ 393.92% |
$1.81M - $2.38M
|
37.3K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
24.2K+ 3.09% |
$1.47M - $1.94M
|
807K
$67.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
22K+ 724.01% |
$1.34M - $1.76M
|
25K
$2.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.7K+ 14.14% |
$958K - $1.26M
|
127K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.2K+ 5.82% |
$742K - $974K
|
221K
$18.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.3K+ 2.41% |
$631K - $829K
|
440K
$36.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.1K+ 123.8% |
$613K - $806K
|
18.2K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.72K+ 6.88% |
$593K - $779K
|
151K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.81K+ 10.03% |
$537K - $706K
|
96.6K
$8.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
8.05K+ 41.3% |
$491K - $645K
|
27.5K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.69K+ 131.03% |
$469K - $616K
|
13.6K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.74K+ 16.08% |
$411K - $540K
|
48.6K
$4.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
6.7K+ 18.85% |
$408K - $537K
|
42.2K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.04K+ 12.78% |
$368K - $484K
|
53.3K
$4.45M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.7KNew |
$287K - $377K
|
4.7K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.41KNew |
$269K - $353K
|
4.41K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.17K+ 12.98% |
$254K - $334K
|
36.3K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.12KNew |
$251K - $330K
|
4.12K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.86K+ 48.6% |
$235K - $309K
|
11.8K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.77KNew |
$230K - $302K
|
3.77K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.76K+ 4.68% |
$229K - $301K
|
84.2K
$7.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.74KNew |
$228K - $299K
|
3.74K
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.73K+ 30.51% |
$227K - $299K
|
16K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$224K - $295K
|
3.68K
$307K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 95.67% |
$213K - $280K
|
7.14K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.4KNew |
$208K - $273K
|
3.4K
$284K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.24KNew |
$198K - $260K
|
3.24K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.2K+ 6.96% |
$195K - $256K
|
49.2K
$4.1M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$187K - $246K
|
3.07K
$256K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.05KNew |
$186K - $244K
|
3.05K
$254K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.95KNew |
$180K - $236K
|
2.95K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.77KNew |
$169K - $222K
|
2.77K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.74KNew |
$167K - $220K
|
2.74K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.73K+ 8.79% |
$166K - $218K
|
33.7K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.64KNew |
$161K - $212K
|
2.64K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2.64KNew |
$161K - $211K
|
2.64K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.59KNew |
$158K - $208K
|
2.59K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.57KNew |
$157K - $206K
|
2.57K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.56KNew |
$156K - $205K
|
2.56K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
2.55KNew |
$155K - $204K
|
2.55K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.26K+ 35.22% |
$138K - $181K
|
8.69K
$725K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.2M
|