Purchases and Sales Made in Q1 2025 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
11+ 0.32% |
$735 - $896
|
3.45K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
11+ 0.29% |
$735 - $896
|
3.8K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
10+ 0.15% |
$668 - $814
|
6.48K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.11% |
$668 - $814
|
8.74K
$696K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9+ 60.0% |
$601 - $733
|
24
$1.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
9+ 0.12% |
$601 - $733
|
7.27K
$579K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
9+ 0.23% |
$601 - $733
|
3.87K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7+ 0.19% |
$467 - $570
|
3.62K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.12% |
$467 - $570
|
6.06K
$483K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7+ 0.23% |
$467 - $570
|
3.05K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
7+ 0.51% |
$467 - $570
|
1.38K
$110K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6+ 0.12% |
$401 - $489
|
5K
$398K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.41% |
$401 - $489
|
1.49K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.16% |
$401 - $489
|
3.86K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$334 - $407
|
3.11K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$334 - $407
|
5.65K
$451K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$334 - $407
|
3.43K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$334 - $407
|
14.8K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5+ 0.16% |
$334 - $407
|
3.16K
$252K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
5New |
$334 - $407
|
5
$399
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 0.06% |
$267 - $326
|
6.87K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.45% |
$267 - $326
|
885
$70.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.05% |
$267 - $326
|
7.85K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4+ 0.08% |
$267 - $326
|
4.86K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.1% |
$267 - $326
|
4K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.31% |
$267 - $326
|
1.27K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
4+ 0.03% |
$267 - $326
|
11.7K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$200 - $244
|
21.1K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
3+ 0.1% |
$200 - $244
|
2.89K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
3+ 0.03% |
$200 - $244
|
10.6K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.21% |
$200 - $244
|
1.43K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3+ 0.03% |
$200 - $244
|
9.04K
$721K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$200 - $244
|
1.21K
$96.2K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$200 - $244
|
4.73K
$377K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.16% |
$200 - $244
|
1.9K
$152K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.05K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
2+ 0.04% |
$134 - $163
|
4.85K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.06% |
$134 - $163
|
3.27K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
3.82K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.18% |
$134 - $163
|
1.14K
$91.2K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.04% |
$134 - $163
|
5.13K
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.28K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.45K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.5% |
$66.8 - $81.4
|
201
$16K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$66.8 - $81.4
|
3.21K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$66.8 - $81.4
|
224
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1+ 0.03% |
$66.8 - $81.4
|
3.22K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.0% |
$66.8 - $81.4
|
36K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
19.4K
$1.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.33% |
$66.8 - $81.4
|
306
$24.4K
|