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 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
1.9K+ 29.55% |
$127K - $155K
|
8.32K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.89K+ 6.48% |
$126K - $154K
|
31K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.89K+ 6.72% |
$126K - $154K
|
30K
$2.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83K+ 2.47% |
$122K - $149K
|
76K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.83KNew |
$122K - $149K
|
1.83K
$152K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 25.19% |
$122K - $148K
|
9.06K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.81K+ 3.69% |
$121K - $148K
|
50.9K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.81K+ 27.05% |
$121K - $147K
|
8.51K
$710K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.75K+ 17.34% |
$117K - $143K
|
11.9K
$990K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.75K+ 3.17% |
$117K - $143K
|
57.1K
$4.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.75K+ 10.99% |
$117K - $142K
|
17.7K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 0.51% |
$117K - $142K
|
343K
$28.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.74K+ 30.01% |
$116K - $141K
|
7.52K
$627K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.73K+ 1.55% |
$116K - $141K
|
113K
$9.46M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.69K+ 6.29% |
$113K - $138K
|
28.5K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$112K - $137K
|
1.68K
$140K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 16.52% |
$111K - $136K
|
11.8K
$982K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.66K+ 14.01% |
$111K - $135K
|
13.5K
$1.13M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.66KNew |
$111K - $135K
|
1.66K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.65K+ 9.54% |
$110K - $134K
|
18.9K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.64K+ 13.47% |
$109K - $133K
|
13.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.63K+ 0.11% |
$109K - $133K
|
1.51M
$126M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.62K+ 30.07% |
$108K - $132K
|
7.02K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.62K+ 7.05% |
$108K - $132K
|
24.5K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.61K+ 1.25% |
$108K - $131K
|
131K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.57K+ 9.83% |
$105K - $128K
|
17.6K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.57K+ 14.42% |
$105K - $128K
|
12.5K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.57K+ 39.67% |
$105K - $128K
|
5.53K
$461K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.57K+ 35.33% |
$105K - $128K
|
6.01K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.56K+ 10.51% |
$104K - $127K
|
16.4K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.53K+ 23.5% |
$102K - $125K
|
8.05K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 0.54% |
$102K - $124K
|
283K
$23.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.51KNew |
$101K - $123K
|
1.51K
$126K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.51K+ 130.46% |
$101K - $123K
|
2.67K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.5K+ 0.13% |
$99.8K - $122K
|
1.13M
$94M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.48KNew |
$99.1K - $121K
|
1.48K
$124K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.47K+ 3.48% |
$98.4K - $120K
|
43.8K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.47KNew |
$98.2K - $120K
|
1.47K
$123K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 25.32% |
$95.7K - $117K
|
7.09K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.43K+ 8.47% |
$95.4K - $116K
|
18.3K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42K+ 5.0% |
$94.8K - $116K
|
29.8K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 12.37% |
$94K - $115K
|
12.8K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 3.01% |
$91.3K - $111K
|
46.8K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.37K+ 354.81% |
$91.2K - $111K
|
1.75K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 1.08% |
$91.2K - $111K
|
127K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 21.32% |
$91.1K - $111K
|
7.76K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.35K+ 21.37% |
$89.9K - $110K
|
7.64K
$638K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.33K+ 5.91% |
$88.7K - $108K
|
23.8K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.3K+ 1.1% |
$86.5K - $105K
|
119K
$9.96M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.29KNew |
$86.4K - $105K
|
1.29K
$108K
|