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
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
865+ 27.3% |
$57.8K - $70.4K
|
4.03K
$337K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
863+ 51.86% |
$57.6K - $70.3K
|
2.53K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
853+ 3.95% |
$57K - $69.5K
|
22.5K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
847+ 7.8% |
$56.6K - $69K
|
11.7K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
843+ 19.06% |
$56.3K - $68.6K
|
5.27K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
840+ 2.54% |
$56.1K - $68.4K
|
33.9K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
833+ 1.53% |
$55.6K - $67.8K
|
55.2K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
831+ 27.91% |
$55.5K - $67.7K
|
3.81K
$318K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
830+ 4.65% |
$55.4K - $67.6K
|
18.7K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
826+ 1.59% |
$55.2K - $67.3K
|
52.7K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
822+ 4110.0% |
$54.9K - $66.9K
|
842
$70.2K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
816+ 22.8% |
$54.5K - $66.4K
|
4.4K
$367K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
815+ 0.63% |
$54.4K - $66.4K
|
130K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
797+ 2.04% |
$53.2K - $64.9K
|
39.9K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
792+ 21.01% |
$52.9K - $64.5K
|
4.56K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
778+ 2.17% |
$52K - $63.3K
|
36.6K
$3.06M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
772+ 3.12% |
$51.6K - $62.9K
|
25.5K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
770New |
$51.4K - $62.7K
|
770
$64.2K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
762+ 17.2% |
$50.9K - $62K
|
5.19K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
751+ 8.02% |
$50.2K - $61.1K
|
10.1K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
750+ 17.7% |
$50.1K - $61.1K
|
4.99K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
748+ 5.39% |
$50K - $60.9K
|
14.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
744+ 2.79% |
$49.7K - $60.6K
|
27.4K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
741+ 3.13% |
$49.5K - $60.3K
|
24.4K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
733+ 21.4% |
$48.9K - $59.7K
|
4.16K
$347K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
728+ 6.11% |
$48.6K - $59.3K
|
12.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
725+ 5.72% |
$48.4K - $59K
|
13.4K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
724+ 21.94% |
$48.3K - $58.9K
|
4.02K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
716+ 10.62% |
$47.8K - $58.3K
|
7.46K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
713+ 14.05% |
$47.6K - $58.1K
|
5.79K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
709+ 5.88% |
$47.3K - $57.7K
|
12.8K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
702+ 0.82% |
$46.9K - $57.2K
|
86.4K
$7.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
701+ 1.66% |
$46.8K - $57.1K
|
42.9K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
697+ 4.0% |
$46.5K - $56.7K
|
18.1K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
692+ 13.81% |
$46.2K - $56.3K
|
5.7K
$476K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
687+ 7.25% |
$45.9K - $55.9K
|
10.2K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
685+ 5.99% |
$45.7K - $55.8K
|
12.1K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
676+ 48.81% |
$45.1K - $55K
|
2.06K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
675+ 2.42% |
$45.1K - $55K
|
28.6K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
669+ 2.68% |
$44.7K - $54.5K
|
25.6K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
668+ 4.09% |
$44.6K - $54.4K
|
17K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
659+ 4.57% |
$44K - $53.7K
|
15.1K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
657+ 7.01% |
$43.9K - $53.5K
|
10K
$836K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$43.7K - $53.3K
|
2.11K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
635+ 9.54% |
$42.4K - $51.7K
|
7.29K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
629+ 1.29% |
$42K - $51.2K
|
49.4K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
629+ 5.38% |
$42K - $51.2K
|
12.3K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
626+ 9.42% |
$41.8K - $51K
|
7.27K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
614+ 19.37% |
$41K - $50K
|
3.78K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
614+ 17.65% |
$41K - $50K
|
4.09K
$341K
|