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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.05K+ 5.62% |
$125K - $164K
|
38.4K
$3.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.95K+ 18.51% |
$119K - $156K
|
12.5K
$1.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.82K+ 26.63% |
$111K - $146K
|
8.64K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 8.7% |
$109K - $144K
|
22.4K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.79K+ 57.64% |
$109K - $143K
|
4.9K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.6K+ 10.63% |
$97.4K - $128K
|
16.6K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.59K+ 8.6% |
$97.2K - $128K
|
20.1K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.49K+ 40.35% |
$91K - $120K
|
5.19K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.41K+ 20.17% |
$85.9K - $113K
|
8.39K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4K+ 4.27% |
$85.6K - $112K
|
34.3K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.4K+ 19.34% |
$85.3K - $112K
|
8.63K
$720K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.28K+ 26.98% |
$77.9K - $102K
|
6.01K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.27K+ 0.37% |
$77.6K - $102K
|
344K
$28.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 16.43% |
$72.9K - $95.7K
|
8.47K
$706K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.19K+ 16.99% |
$72.4K - $95.2K
|
8.18K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.1KNew |
$67.1K - $88.1K
|
1.1K
$91.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
786+ 1.97% |
$47.9K - $63K
|
40.7K
$3.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
708+ 9.59% |
$43.2K - $56.7K
|
8.09K
$675K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
692+ 2.75% |
$42.2K - $55.4K
|
25.9K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
667+ 10.82% |
$40.7K - $53.4K
|
6.83K
$570K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
631+ 2.65% |
$38.5K - $50.6K
|
24.4K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
588+ 3.98% |
$35.9K - $47.1K
|
15.4K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
523+ 13.48% |
$31.9K - $41.9K
|
4.4K
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
500New |
$30.5K - $40.1K
|
500
$41.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
481+ 16.98% |
$29.3K - $38.5K
|
3.31K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
472+ 16.39% |
$28.8K - $37.8K
|
3.35K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
470+ 1.01% |
$28.7K - $37.7K
|
47.1K
$3.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
462+ 1.6% |
$28.2K - $37K
|
29.3K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
455+ 1.53% |
$27.7K - $36.5K
|
30.2K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
424+ 3.38% |
$25.9K - $34K
|
13K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
397+ 81.86% |
$24.2K - $31.8K
|
882
$73.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
382+ 1.9% |
$23.3K - $30.6K
|
20.5K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
352+ 1.5% |
$21.5K - $28.2K
|
23.9K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
337+ 6.87% |
$20.6K - $27K
|
5.24K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
334+ 4.91% |
$20.4K - $26.8K
|
7.13K
$595K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
334+ 6.7% |
$20.4K - $26.8K
|
5.32K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
312+ 2.21% |
$19K - $25K
|
14.4K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
310+ 10.27% |
$18.9K - $24.8K
|
3.33K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
306+ 4.74% |
$18.7K - $24.5K
|
6.76K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
300+ 8.63% |
$18.3K - $24K
|
3.78K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
270+ 0.95% |
$16.5K - $21.6K
|
28.8K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
231+ 7.9% |
$14.1K - $18.5K
|
3.16K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
227+ 112.94% |
$13.8K - $18.2K
|
428
$35.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
198+ 3.86% |
$12.1K - $15.9K
|
5.33K
$445K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
192+ 2.7% |
$11.7K - $15.4K
|
7.3K
$609K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
180+ 1.74% |
$11K - $14.4K
|
10.5K
$876K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
178+ 4.83% |
$10.9K - $14.3K
|
3.87K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
128+ 3.48% |
$7.81K - $10.3K
|
3.81K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 2.96% |
$7.32K - $9.61K
|
4.17K
$348K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 0.95% |
$7.01K - $9.21K
|
12.3K
$1.02M
|