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 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-26- 29.89% |
$1.74K - $2.12K
|
61
$4.86K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-27- 0.97% |
$1.8K - $2.2K
|
2.77K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.19% |
$1.87K - $2.28K
|
15K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-28- 0.09% |
$1.87K - $2.28K
|
32.2K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-28- 8.67% |
$1.87K - $2.28K
|
295
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-28- 0.4% |
$1.87K - $2.28K
|
6.98K
$557K
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-28- 0.21% |
$1.87K - $2.28K
|
13.2K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-29- 0.24% |
$1.94K - $2.36K
|
12.2K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-29- 0.01% |
$1.94K - $2.36K
|
313K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30- 0.31% |
$2K - $2.44K
|
9.66K
$770K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-31- 0.08% |
$2.07K - $2.52K
|
37.1K
$2.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-32- 0.97% |
$2.14K - $2.61K
|
3.28K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-32- 0.14% |
$2.14K - $2.61K
|
23.4K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-32- 0.02% |
$2.14K - $2.61K
|
137K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-32- 1.08% |
$2.14K - $2.61K
|
2.92K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-32- 0.32% |
$2.14K - $2.61K
|
9.85K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 0.26% |
$2.2K - $2.69K
|
12.8K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-33- 0.32% |
$2.2K - $2.69K
|
10.4K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-37- 1.09% |
$2.47K - $3.01K
|
3.37K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-38- 1.46% |
$2.54K - $3.09K
|
2.57K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-38- 2.41% |
$2.54K - $3.09K
|
1.54K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-38- 0.41% |
$2.54K - $3.09K
|
9.21K
$734K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-39- 0.53% |
$2.6K - $3.18K
|
7.26K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-39- 0.02% |
$2.6K - $3.18K
|
245K
$19.5M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-40- 0.56% |
$2.67K - $3.26K
|
7.07K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.39% |
$2.67K - $3.26K
|
10.3K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-40- 0.12% |
$2.67K - $3.26K
|
32.9K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-40- 0.84% |
$2.67K - $3.26K
|
4.71K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-42- 0.95% |
$2.8K - $3.42K
|
4.38K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.62% |
$2.8K - $3.42K
|
6.75K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-44- 0.12% |
$2.94K - $3.58K
|
38.2K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
SELL
|
- |
-45- 0.4% |
$3.01K - $3.66K
|
11.3K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-47- 1.06% |
$3.14K - $3.83K
|
4.39K
$350K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-49- 0.24% |
$3.27K - $3.99K
|
20.7K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-49- 1.63% |
$3.27K - $3.99K
|
2.96K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-50- 1.36% |
$3.34K - $4.07K
|
3.62K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-50- 0.45% |
$3.34K - $4.07K
|
11.2K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-50- 2.58% |
$3.34K - $4.07K
|
1.89K
$151K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-52- 0.78% |
$3.47K - $4.23K
|
6.64K
$529K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-53- 1.03% |
$3.54K - $4.32K
|
5.08K
$405K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-53- 0.74% |
$3.54K - $4.32K
|
7.11K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-55- 35.48% |
$3.67K - $4.48K
|
100
$7.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-55- 1.69% |
$3.67K - $4.48K
|
3.2K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-56- 1.66% |
$3.74K - $4.56K
|
3.33K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-57- 0.61% |
$3.81K - $4.64K
|
9.29K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-57- 0.76% |
$3.81K - $4.64K
|
7.39K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 7.49% |
$3.87K - $4.72K
|
716
$57.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-58- 1.4% |
$3.87K - $4.72K
|
4.09K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-58- 0.9% |
$3.87K - $4.72K
|
6.38K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-59- 1.69% |
$3.94K - $4.8K
|
3.44K
$274K
|