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
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 0.73% |
$3.05K - $4.01K
|
6.82K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-52- 0.45% |
$3.17K - $4.17K
|
11.5K
$959K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-54- 1.82% |
$3.29K - $4.33K
|
2.92K
$243K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-56- 0.16% |
$3.41K - $4.49K
|
35.2K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-60- 0.3% |
$3.66K - $4.81K
|
20K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-85- 2.52% |
$5.18K - $6.81K
|
3.29K
$274K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-94- 0.37% |
$5.73K - $7.53K
|
25.4K
$2.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-100- 0.84% |
$6.1K - $8.01K
|
11.8K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-103- 0.28% |
$6.28K - $8.25K
|
36.5K
$3.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-116- 0.27% |
$7.07K - $9.29K
|
42.1K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-125- 1.71% |
$7.62K - $10K
|
7.17K
$598K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-127- 65.8% |
$7.74K - $10.2K
|
66
$5.51K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-136- 2.49% |
$8.29K - $10.9K
|
5.32K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-136- 2.52% |
$8.29K - $10.9K
|
5.26K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.26% |
$8.35K - $11K
|
52.2K
$4.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-148- 0.59% |
$9.03K - $11.9K
|
25K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-148- 3.28% |
$9.03K - $11.9K
|
4.37K
$365K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-150- 2.81% |
$9.15K - $12K
|
5.2K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-165- 0.32% |
$10.1K - $13.2K
|
51.8K
$4.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-166- 0.98% |
$10.1K - $13.3K
|
16.9K
$1.41M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-190- 6.66% |
$11.6K - $15.2K
|
2.66K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-192- 0.46% |
$11.7K - $15.4K
|
41.2K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-224- 9.17% |
$13.7K - $17.9K
|
2.22K
$185K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-247- 3.99% |
$15.1K - $19.8K
|
5.95K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-249- 0.83% |
$15.2K - $19.9K
|
29.7K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-322- 9.99% |
$19.6K - $25.8K
|
2.9K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-358- 0.12% |
$21.8K - $28.7K
|
291K
$24.2M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-395- 2.02% |
$24.1K - $31.6K
|
19.1K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-453- 13.17% |
$27.6K - $36.3K
|
2.99K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-456- 9.4% |
$27.8K - $36.5K
|
4.39K
$367K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-550- 11.52% |
$33.5K - $44.1K
|
4.23K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-551- 1.74% |
$33.6K - $44.1K
|
31.1K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-576- 8.69% |
$35.1K - $46.1K
|
6.05K
$505K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-581- 2.81% |
$35.4K - $46.5K
|
20.1K
$1.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-609- 8.95% |
$37.1K - $48.8K
|
6.19K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-619- 0.18% |
$37.7K - $49.6K
|
337K
$28.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-623- 2.73% |
$38K - $49.9K
|
22.2K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-664- 0.72% |
$40.5K - $53.2K
|
92K
$7.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-689- 4.3% |
$42K - $55.2K
|
15.3K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-696- 0.63% |
$42.4K - $55.8K
|
110K
$9.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-700- 40.84% |
$42.7K - $56.1K
|
1.01K
$84.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-705Closed |
$43K - $56.5K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-771- 0.76% |
$47K - $61.8K
|
100K
$8.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-827- 11.11% |
$50.4K - $66.3K
|
6.62K
$552K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-837- 3.26% |
$51K - $67.1K
|
24.9K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-885- 25.14% |
$54K - $70.9K
|
2.64K
$220K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-900- 22.92% |
$54.9K - $72.1K
|
3.03K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-936- 2.23% |
$57.1K - $75K
|
41K
$3.42M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.14K- 8.35% |
$69.3K - $91.1K
|
12.5K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.24K- 8.08% |
$75.4K - $99K
|
14.1K
$1.17M
|