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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.27K+ 33.23% |
$84.8K - $103K
|
5.09K
$425K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
1.25K+ 35.46% |
$83.5K - $102K
|
4.78K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$81.5K - $99.3K
|
1.22K
$102K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 5.45% |
$81.1K - $98.9K
|
23.5K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.21K+ 9.99% |
$80.5K - $98.1K
|
13.3K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.18K+ 2.18% |
$78.9K - $96.2K
|
55.5K
$4.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.18K+ 7.64% |
$78.6K - $95.8K
|
16.6K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.17K+ 4.07% |
$77.9K - $95K
|
29.8K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.17K+ 4.85% |
$77.8K - $94.9K
|
25.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 7.05% |
$76.5K - $93.3K
|
17.4K
$1.45M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.13K+ 27.15% |
$75.3K - $91.8K
|
5.28K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.35% |
$74.7K - $91K
|
48.7K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1K+ 42.29% |
$73.5K - $89.6K
|
3.7K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 21.69% |
$73.4K - $89.5K
|
6.17K
$514K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 0.17% |
$73K - $89K
|
639K
$53.3M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 28.47% |
$72.1K - $87.9K
|
4.87K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.08K+ 3.41% |
$72.1K - $87.9K
|
32.7K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 7.62% |
$70.7K - $86.2K
|
15K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.06K+ 1.07% |
$70.6K - $86.1K
|
99.5K
$8.3M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 14.77% |
$70.3K - $85.7K
|
8.18K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.05KNew |
$70.1K - $85.5K
|
1.05K
$87.6K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.04K+ 14.53% |
$69.4K - $84.6K
|
8.19K
$683K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.04K+ 14.02% |
$69.2K - $84.4K
|
8.42K
$703K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 20.14% |
$67.2K - $82K
|
6.01K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.01K+ 10.46% |
$67.1K - $81.8K
|
10.6K
$885K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1KNew |
$66.8K - $81.4K
|
1K
$83.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
995+ 5.07% |
$66.4K - $81K
|
20.6K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
991+ 1.51% |
$66.2K - $80.7K
|
66.5K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
990+ 20.89% |
$66.1K - $80.6K
|
5.73K
$478K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
987+ 16.66% |
$65.9K - $80.4K
|
6.91K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
973+ 26.11% |
$65K - $79.2K
|
4.7K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
963+ 18.03% |
$64.3K - $78.4K
|
6.3K
$526K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
962+ 32.98% |
$64.2K - $78.3K
|
3.88K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
962+ 9.95% |
$64.2K - $78.3K
|
10.6K
$887K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
958New |
$64K - $78K
|
958
$79.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
957+ 30.96% |
$63.9K - $77.9K
|
4.05K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
957+ 2.99% |
$63.9K - $77.9K
|
32.9K
$2.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
950+ 19.31% |
$63.4K - $77.3K
|
5.87K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
946+ 18.47% |
$63.2K - $77K
|
6.07K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
934+ 14.46% |
$62.4K - $76K
|
7.39K
$617K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
933+ 27.45% |
$62.3K - $76K
|
4.33K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
932+ 14.64% |
$62.2K - $75.9K
|
7.3K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
928New |
$62K - $75.6K
|
928
$77.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
926+ 4.99% |
$61.8K - $75.4K
|
19.5K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
917+ 0.52% |
$61.2K - $74.7K
|
178K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
910+ 0.34% |
$60.8K - $74.1K
|
272K
$22.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
907+ 24.1% |
$60.6K - $73.8K
|
4.67K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
900+ 3.38% |
$60.1K - $73.3K
|
27.5K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
886+ 24.52% |
$59.2K - $72.1K
|
4.5K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
875+ 9.4% |
$58.4K - $71.2K
|
10.2K
$850K
|