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 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.68K+ 12.92% |
$179K - $218K
|
23.4K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.67K+ 13.61% |
$178K - $218K
|
22.3K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 7.13% |
$177K - $216K
|
39.9K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.61K+ 11.81% |
$174K - $213K
|
24.7K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.59K+ 4.29% |
$173K - $211K
|
63.1K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.59K+ 0.04% |
$173K - $211K
|
5.8M
$484M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.58K+ 3.17% |
$172K - $210K
|
84.1K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.54K+ 173.73% |
$170K - $207K
|
4K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53K+ 26.68% |
$169K - $206K
|
12K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.49K+ 2.27% |
$167K - $203K
|
113K
$9.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.46K+ 36.94% |
$164K - $200K
|
9.1K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.45K+ 2.6% |
$163K - $199K
|
96.7K
$8.07M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43K+ 2.82% |
$163K - $198K
|
88.8K
$7.41M
|
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
2.43K+ 2.66% |
$162K - $198K
|
93.8K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 16.87% |
$161K - $196K
|
16.7K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.41K+ 8.86% |
$161K - $196K
|
29.6K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
2.39K+ 8.03% |
$160K - $195K
|
32.2K
$2.68M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.39K+ 5.79% |
$160K - $195K
|
43.7K
$3.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.35K+ 20.74% |
$157K - $191K
|
13.7K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.35K+ 5.93% |
$157K - $191K
|
41.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 2.67% |
$157K - $191K
|
90.2K
$7.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 12.95% |
$155K - $189K
|
20.2K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.31K+ 33.99% |
$155K - $188K
|
9.12K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.3K+ 39.03% |
$153K - $187K
|
8.19K
$683K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.29K+ 17.99% |
$153K - $187K
|
15K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.28K+ 40.64% |
$152K - $186K
|
7.9K
$659K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.27K+ 2.95% |
$152K - $185K
|
79.3K
$6.62M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.26K+ 17.26% |
$151K - $184K
|
15.3K
$1.28M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.24K+ 36.06% |
$150K - $183K
|
8.47K
$706K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.23K+ 25.15% |
$149K - $182K
|
11.1K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.2K+ 13.69% |
$147K - $179K
|
18.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.16KNew |
$144K - $176K
|
2.16K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.16K+ 431.2% |
$144K - $176K
|
2.66K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.15K+ 44.35% |
$143K - $175K
|
6.98K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.13K+ 2.03% |
$142K - $174K
|
107K
$8.92M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.12K+ 3.56% |
$142K - $173K
|
61.7K
$5.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
2.11K+ 6.24% |
$141K - $172K
|
36K
$3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 2.64% |
$138K - $168K
|
80.4K
$6.71M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 6.44% |
$138K - $168K
|
34.1K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.07K+ 35.37% |
$138K - $168K
|
7.9K
$659K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.03K+ 4.06% |
$136K - $166K
|
52.1K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2K+ 13.42% |
$134K - $163K
|
16.9K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.97K+ 5.01% |
$132K - $161K
|
41.4K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.96K+ 45.65% |
$131K - $160K
|
6.25K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.95K+ 4.89% |
$130K - $159K
|
41.8K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.94K+ 8.12% |
$130K - $158K
|
25.9K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 9.0% |
$130K - $158K
|
23.5K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.91K+ 3.82% |
$128K - $156K
|
52K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.91K+ 1344.37% |
$127K - $155K
|
2.05K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.91K+ 1.67% |
$127K - $155K
|
117K
$9.72M
|