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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.79K- 2.22% |
$109K - $143K
|
78.7K
$6.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.79K- 28.74% |
$109K - $143K
|
4.44K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
SELL
|
- |
-1.82K- 4.1% |
$111K - $146K
|
42.7K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.83K- 1.48% |
$111K - $146K
|
121K
$9.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.86K- 22.82% |
$114K - $149K
|
6.3K
$507K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 18.22% |
$115K - $151K
|
8.45K
$680K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.9K- 11.66% |
$116K - $152K
|
14.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.9K- 41.3% |
$116K - $152K
|
2.7K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.91K- 37.8% |
$116K - $153K
|
3.14K
$252K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.99K- 0.9% |
$121K - $159K
|
220K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2K- 35.86% |
$122K - $160K
|
3.57K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 39.64% |
$122K - $160K
|
3.05K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.01K- 8.18% |
$122K - $161K
|
22.5K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.01K- 5.61% |
$123K - $161K
|
33.9K
$2.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.04K- 2.81% |
$124K - $163K
|
70.5K
$5.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.05K- 1.06% |
$125K - $164K
|
190K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.08K- 25.41% |
$127K - $166K
|
6.1K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Marathon Asset Management LTD
|
SELL
|
- |
-2.11K- 1.39% |
$128K - $169K
|
149K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 3.96% |
$129K - $169K
|
51.3K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.13K- 43.95% |
$130K - $171K
|
2.72K
$219K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.15K- 6.73% |
$131K - $172K
|
29.8K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.16K- 30.38% |
$131K - $173K
|
4.94K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-2.19K- 32.64% |
$133K - $175K
|
4.51K
$363K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.2K- 3.93% |
$134K - $176K
|
53.9K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.21K- 6.7% |
$135K - $177K
|
30.8K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.24K- 1.01% |
$137K - $180K
|
219K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.3K- 12.07% |
$140K - $184K
|
16.7K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.31K- 12.24% |
$141K - $185K
|
16.6K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.33K- 12.45% |
$142K - $187K
|
16.4K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.38K- 1.75% |
$145K - $190K
|
133K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.38K- 22.85% |
$145K - $191K
|
8.03K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.38K- 9.82% |
$145K - $191K
|
21.8K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-2.39K- 0.99% |
$146K - $191K
|
239K
$19.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.42K- 2.87% |
$147K - $193K
|
81.7K
$6.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.45K- 5.86% |
$149K - $196K
|
39.3K
$3.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.46K- 5.99% |
$150K - $197K
|
38.6K
$3.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.48K- 17.62% |
$151K - $199K
|
11.6K
$935K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.51K- 21.97% |
$153K - $201K
|
8.91K
$717K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 4.97% |
$153K - $201K
|
48K
$3.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.52K- 16.75% |
$154K - $202K
|
12.5K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 7.43% |
$154K - $203K
|
31.5K
$2.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-2.54K- 13.42% |
$155K - $203K
|
16.4K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.63K- 8.33% |
$160K - $210K
|
28.9K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-2.69K- 76.7% |
$164K - $215K
|
817
$65.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.71K- 4.06% |
$165K - $217K
|
64.1K
$5.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.72K- 17.16% |
$166K - $218K
|
13.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.75K- 42.91% |
$167K - $220K
|
3.65K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.75K- 4.96% |
$168K - $220K
|
52.7K
$4.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.76K- 3.82% |
$168K - $221K
|
69.5K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.81K- 40.88% |
$171K - $225K
|
4.06K
$327K
|