Wells Fargo & Company Purchases in Q1 2025

Wells Fargo & Company

  • $429 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TEI
Templeton Emerging Markets Income Fund

Financial Services
39.3K
+ 42.83%
$5.15 - $5.57 $202K - $219K
131K $704K
SVT
Servotronics Inc

Industrials
22K
+ 2200.0%
$10.22 - $11.14 $225K - $245K
23K $243K
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
17.8K
+ 18.32%
$9.95 - $10.71 $177K - $190K
115K $1.21M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
18.5K
+ 4.34%
$10.13 - $10.52 $188K - $195K
445K $4.58M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
22.5K
+ 43.86%
$10.37 - $10.83 $233K - $244K
73.8K $766K
KOMP
Spdr S&P Kensho New Economies

ETFs
6.4K
+ 39.65%
$46.49 - $54.36 $298K - $348K
22.5K $1.05M
KEN
Kenon Holdings Ltd.

Utilities
7.1K
New
$30.14 - $35.25 $214K - $250K
7.1K $226K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
17.3K
+ 6.94%
$7.63 - $8.31 $132K - $143K
266K $2.14M
PRGO
Perrigo CO PLC

Healthcare
3.02K
+ 5.01%
$23.5 - $29.47 $70.9K - $88.9K
63.3K $1.77M
MTRX
Matrix Service CO

Industrials
17.4K
+ 105.13%
$11.72 - $15.37 $204K - $268K
34K $422K
MERC
Mercer International Inc.

Basic Materials
113K
+ 8.41%
$5.99 - $8.16 $674K - $919K
1.45M $8.92M
TIPT
Tiptree Inc.

Financial Services
7.31K
+ 51.9%
$18.78 - $24.99 $137K - $183K
21.4K $515K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.66K
+ 3.02%
$35.88 - $37.91 $95.5K - $101K
90.8K $3.4M
AVK
Advent Convertible & Income Fund

Financial Services
34.7K
+ 4.59%
$11.44 - $12.34 $397K - $428K
791K $9.12M
FLNC
Fluence Energy, Inc.

Utilities
560K
+ 247.26%
$4.85 - $17.66 $2.72M - $9.89M
787K $3.82M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5.05K
+ 29.11%
$52.53 - $58.51 $265K - $295K
22.4K $1.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
6.39K
+ 822.01%
$33.03 - $34.09 $211K - $218K
7.16K $242K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
8.59K
+ 19.01%
$10.52 - $13.61 $90.4K - $117K
53.8K $687K
TSI
Tcw Strategic Income Fund Inc

Financial Services
42K
+ 18.41%
$4.76 - $4.93 $200K - $207K
270K $1.31M
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
15.7K
+ 19.54%
$11.35 - $11.97 $178K - $188K
95.8K $1.13M
CSWI
Csw Industrials, Inc.

Industrials
9.42K
+ 22.77%
$283.77 - $396.86 $2.67M - $3.74M
50.8K $14.8M
HRZN
Horizon Technology Finance Corp

Financial Services
21.4K
+ 134.1%
$8.65 - $9.86 $185K - $211K
37.4K $352K
IBMO
Ishares Tr Ibonds December 202

ETFs
6.18K
+ 1.27%
$25.45 - $25.6 $157K - $158K
493K $12.6M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
3.13K
+ 3.63%
$42.3 - $45.81 $133K - $144K
89.5K $3.92M
CLOV
Clover Health Investments, Corp.

Healthcare
51.3K
+ 104.38%
$3.13 - $4.82 $161K - $247K
100K $360K
PML
Pimco Municipal Income Fund Ii

Financial Services
23.5K
+ 2.22%
$8.04 - $8.62 $189K - $202K
1.08M $8.77M
NIC
Nicolet Bankshares Inc

Financial Services
1.36K
+ 9.76%
$100.7 - $119.94 $137K - $163K
15.3K $1.66M
PHT
Pioneer High Income Fund, Inc.

Financial Services
26.4K
+ 6.07%
$7.59 - $7.97 $200K - $210K
462K $3.57M
NWN
Northwest Natural Holding CO

Utilities
2.15K
+ 6.44%
$38.31 - $42.72 $82.2K - $91.6K
35.4K $1.51M
JPI
Nuveen Preferred & Income Term Fund

Financial Services
9.51K
+ 6.98%
$19.35 - $20.45 $184K - $195K
146K $2.87M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
26.2K
+ 11.11%
$9.49 - $9.97 $248K - $261K
262K $2.51M
IEZ
Ishares Tr

ETFs
13.4K
+ 6.2%
$18.42 - $22.2 $248K - $298K
230K $4.49M
FTF
Franklin LTD Duration Income Trust

Financial Services
48.9K
+ 6.78%
$6.43 - $6.7 $314K - $327K
770K $4.97M
CNA
Cna Financial Corp

Financial Services
3.34K
+ 37.34%
$45.86 - $51.0 $153K - $170K
12.3K $624K
QFIN
360 Digi Tech, Inc.

Financial Services
3.46K
+ 61.88%
$36.09 - $48.12 $125K - $167K
9.06K $406K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
9.01K
+ 322.21%
$18.63 - $21.12 $168K - $190K
11.8K $243K
DFAX
Dimensional ETF Tr
6.84K
+ 84.5%
$24.45 - $27.2 $167K - $186K
14.9K $391K
OCFC
Oceanfirst Financial Corp

Financial Services
21K
+ 13.62%
$16.44 - $19.15 $346K - $403K
176K $2.99M
FSK
Fs Kkr Capital Corp

Financial Services
61.6K
+ 4.31%
$20.47 - $24.06 $1.26M - $1.48M
1.49M $31.2M
FDUS
Fidus Investment Corp

Financial Services
9.65K
+ 52.73%
$20.39 - $23.37 $197K - $226K
28K $570K
TCBX
Third Coast Bancshares, Inc.

Financial Services
5.69K
+ 85.45%
$30.91 - $38.43 $176K - $219K
12.4K $412K
TRN
Trinity Industries Inc

Industrials
25.5K
+ 33.84%
$28.06 - $39.45 $715K - $1.01M
101K $2.83M
WDS
Woodside Energy Group LTD

Energy
19.5K
+ 21.59%
$14.15 - $16.33 $276K - $318K
110K $1.59M
SKYW
Skywest Inc

Industrials
8.26K
+ 19.61%
$81.46 - $120.92 $673K - $998K
50.3K $4.4M
TVTX
Travere Therapeutics, Inc.

Healthcare
8.62K
+ 15.0%
$17.07 - $23.75 $147K - $205K
66.1K $1.18M
DX
Dynex Capital Inc

Real Estate
12.1K
+ 17.72%
$12.18 - $14.42 $147K - $174K
80.2K $1.04M
SHG
Shinhan Financial Group CO LTD

Financial Services
5.26K
+ 3.45%
N/A
158K $5.45M
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
15.9K
+ 19.2%
$10.18 - $10.65 $162K - $169K
98.6K $1.03M
NUSC
Nuveen Esg Small Cap ETF

ETFs
30.8K
+ 11.06%
$37.9 - $43.9 $1.17M - $1.35M
309K $11.8M
Activity Summary
Buys All Purchases 3748 New Holdings 431 Increased Positions 3317 Sells All Sells 2253 Reductions 2132 Sold out 121 Options Calls 186 Puts 220
Track This Portfolio

Track Wells Fargo & Company Portfolio

Follow Wells Fargo & Company and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Fargo & Company, based on Form 13F filings with the SEC.

News

Stay updated on Wells Fargo & Company with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email