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
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.38K- 2.87% |
$84K - $110K
|
46.7K
$3.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.43K- 4.04% |
$87.2K - $115K
|
34K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.45K- 16.27% |
$88.4K - $116K
|
7.46K
$623K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.57K- 36.45% |
$95.7K - $126K
|
2.74K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2K- 39.64% |
$122K - $160K
|
3.05K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.04K- 2.81% |
$124K - $163K
|
70.5K
$5.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 3.96% |
$129K - $169K
|
51.3K
$4.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.15K- 6.73% |
$131K - $172K
|
29.8K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.3K- 12.07% |
$140K - $184K
|
16.7K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-2.38K- 22.85% |
$145K - $191K
|
8.03K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.53K- 7.43% |
$154K - $203K
|
31.5K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.84K- 0.46% |
$173K - $227K
|
616K
$51.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.9K- 25.2% |
$177K - $233K
|
8.61K
$719K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.97K- 1.67% |
$181K - $238K
|
175K
$14.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.98K- 32.38% |
$181K - $238K
|
6.21K
$518K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.12K- 3.32% |
$191K - $250K
|
90.9K
$7.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.52K- 51.59% |
$215K - $282K
|
3.3K
$276K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.82K- 11.43% |
$233K - $306K
|
29.6K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.69K- 14.95% |
$286K - $376K
|
26.7K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.71K- 13.6% |
$287K - $377K
|
29.9K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.92K- 2.74% |
$300K - $394K
|
175K
$14.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-5.44K- 5.69% |
$331K - $435K
|
90K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.49K- 43.04% |
$335K - $440K
|
7.26K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.89K- 55.79% |
$359K - $472K
|
4.67K
$389K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 25.53% |
$366K - $481K
|
17.5K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Eldred Rock Partners, LLC
San Antonio, TX |
SELL
|
- |
-6.6K- 4.94% |
$402K - $529K
|
127K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.8K- 57.44% |
$476K - $625K
|
5.78K
$482K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7.81K- 22.57% |
$476K - $626K
|
26.8K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-8.27K- 5.43% |
$504K - $663K
|
144K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-8.9K- 1.83% |
$543K - $713K
|
477K
$39.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.71K- 43.19% |
$592K - $778K
|
12.8K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10K- 6.08% |
$610K - $802K
|
155K
$12.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-14.4K- 8.19% |
$879K - $1.15M
|
161K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-23K- 4.14% |
$1.4M - $1.84M
|
532K
$44.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-24.5K- 3.15% |
$1.49M - $1.96M
|
754K
$62.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-29.9K- 10.35% |
$1.82M - $2.39M
|
259K
$21.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-63.7K- 60.04% |
$3.88M - $5.1M
|
42.4K
$3.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-73.8K- 87.88% |
$4.5M - $5.92M
|
10.2K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-116K- 8.68% |
$7.07M - $9.29M
|
1.22M
$102M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-151K- 7.58% |
$9.2M - $12.1M
|
1.84M
$154M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-950M- 100.0% |
$57.9B - $76.1B
|
37.1K
$3.1M
|