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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-169- 0.36% |
$11.3K - $13.8K
|
46.2K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-169- 3.89% |
$11.3K - $13.8K
|
4.17K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-169- 0.46% |
$11.3K - $13.8K
|
36.8K
$2.94M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-169- 5.45% |
$11.3K - $13.8K
|
2.93K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-170- 0.77% |
$11.4K - $13.8K
|
21.9K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-171- 3.4% |
$11.4K - $13.9K
|
4.87K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-173- 2.48% |
$11.6K - $14.1K
|
6.8K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-175- 0.59% |
$11.7K - $14.2K
|
29.7K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-177- 2.98% |
$11.8K - $14.4K
|
5.75K
$459K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-177- 1.54% |
$11.8K - $14.4K
|
11.3K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-178- 2.81% |
$11.9K - $14.5K
|
6.16K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-179- 2.86% |
$12K - $14.6K
|
6.08K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-180- 1.01% |
$12K - $14.7K
|
17.7K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-180- 1.71% |
$12K - $14.7K
|
10.3K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-183- 1.4% |
$12.2K - $14.9K
|
12.9K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-185- 2.66% |
$12.4K - $15.1K
|
6.76K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-186- 5.69% |
$12.4K - $15.1K
|
3.08K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-189- 4.69% |
$12.6K - $15.4K
|
3.84K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-189- 1.67% |
$12.6K - $15.4K
|
11.1K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-191- 8.72% |
$12.8K - $15.6K
|
2K
$159K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-192- 1.52% |
$12.8K - $15.6K
|
12.5K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-192- 6.44% |
$12.8K - $15.6K
|
2.79K
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-193- 1.01% |
$12.9K - $15.7K
|
18.9K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-195- 1.62% |
$13K - $15.9K
|
11.9K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-196- 5.21% |
$13.1K - $16K
|
3.57K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-198- 3.86% |
$13.2K - $16.1K
|
4.93K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-199- 2.05% |
$13.3K - $16.2K
|
9.49K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-199- 2.29% |
$13.3K - $16.2K
|
8.49K
$677K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 1.86% |
$13.4K - $16.3K
|
10.6K
$841K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.92% |
$13.4K - $16.3K
|
3.18K
$253K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-200- 1.87% |
$13.4K - $16.3K
|
10.5K
$835K
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 4.65% |
$13.4K - $16.3K
|
4.1K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-200- 50.0% |
$13.4K - $16.3K
|
200
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-201- 0.38% |
$13.4K - $16.4K
|
52.4K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-202- 4.12% |
$13.5K - $16.4K
|
4.7K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-204- 0.96% |
$13.6K - $16.6K
|
21.1K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-205- 19.64% |
$13.7K - $16.7K
|
839
$66.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-206- 2.47% |
$13.8K - $16.8K
|
8.12K
$647K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-209- 6.83% |
$14K - $17K
|
2.85K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-210- 15.08% |
$14K - $17.1K
|
1.18K
$94.3K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-210- 5.29% |
$14K - $17.1K
|
3.76K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-211- 1.23% |
$14.1K - $17.2K
|
17K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-219- 2.83% |
$14.6K - $17.8K
|
7.51K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 1.63% |
$14.7K - $17.9K
|
13.3K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-220- 4.84% |
$14.7K - $17.9K
|
4.32K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-221- 0.57% |
$14.8K - $18K
|
38.5K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-224- 75.68% |
$15K - $18.2K
|
72
$5.74K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-226- 4.21% |
$15.1K - $18.4K
|
5.14K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-227- 6.11% |
$15.2K - $18.5K
|
3.49K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-227- 31.01% |
$15.2K - $18.5K
|
505
$40.3K
|