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 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
3.28KNew |
$219K - $267K
|
3.28K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.27KNew |
$218K - $266K
|
3.27K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.23KNew |
$216K - $263K
|
3.23K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.22K+ 31.44% |
$215K - $262K
|
13.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.19K+ 13.69% |
$213K - $259K
|
26.5K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.18KNew |
$212K - $259K
|
3.18K
$265K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.15KNew |
$210K - $257K
|
3.15K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.13KNew |
$209K - $254K
|
3.13K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.11K+ 41.39% |
$208K - $253K
|
10.6K
$886K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.09KNew |
$207K - $252K
|
3.09K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.09KNew |
$207K - $252K
|
3.09K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.08K+ 41.33% |
$206K - $251K
|
10.5K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.07K+ 49.56% |
$205K - $250K
|
9.27K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 21.04% |
$204K - $249K
|
17.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.05KNew |
$203K - $248K
|
3.05K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.04KNew |
$203K - $248K
|
3.04K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.04K+ 39.26% |
$203K - $248K
|
10.8K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
3.01K+ 0.24% |
$201K - $245K
|
1.24M
$103M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3KNew |
$201K - $245K
|
3K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.99KNew |
$200K - $244K
|
2.99K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.99K+ 11.5% |
$199K - $243K
|
28.9K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.96KNew |
$197K - $241K
|
2.96K
$247K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
2.9K+ 17.73% |
$194K - $236K
|
19.3K
$1.61M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.89K+ 55.83% |
$193K - $236K
|
8.08K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
2.89K+ 38.47% |
$193K - $236K
|
10.4K
$869K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.89K+ 0.42% |
$193K - $235K
|
696K
$58.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 10.04% |
$192K - $235K
|
31.6K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.87K+ 2.91% |
$192K - $234K
|
102K
$8.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.85KNew |
$190K - $232K
|
2.85K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.85K+ 187.75% |
$190K - $232K
|
4.37K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.85K+ 16.57% |
$190K - $232K
|
20K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 13.87% |
$190K - $232K
|
23.4K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.83KNew |
$189K - $231K
|
2.83K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.83KNew |
$189K - $230K
|
2.83K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.82K+ 5.04% |
$188K - $229K
|
58.7K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.79KNew |
$186K - $227K
|
2.79K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.77K+ 3.8% |
$185K - $225K
|
75.7K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.71K+ 6.77% |
$181K - $221K
|
42.8K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.69K+ 87.52% |
$180K - $219K
|
5.77K
$481K
|