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 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
608+ 13.68% |
$40.6K - $49.5K
|
5.05K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
602+ 10.09% |
$40.2K - $49K
|
6.57K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
602+ 2.31% |
$40.2K - $49K
|
26.7K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
600+ 4.55% |
$40.1K - $48.9K
|
13.8K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
598New |
$39.9K - $48.7K
|
598
$49.9K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
598+ 15.52% |
$39.9K - $48.7K
|
4.45K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
587+ 1.14% |
$39.2K - $47.8K
|
51.9K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
586+ 7.15% |
$39.1K - $47.7K
|
8.78K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
584+ 16.34% |
$39K - $47.5K
|
4.16K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
583New |
$38.9K - $47.5K
|
583
$48.6K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
581+ 2.41% |
$38.8K - $47.3K
|
24.7K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
578+ 9.55% |
$38.6K - $47.1K
|
6.63K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
572+ 1.8% |
$38.2K - $46.6K
|
32.4K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
570+ 4.07% |
$38.1K - $46.4K
|
14.6K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
567+ 15.49% |
$37.9K - $46.2K
|
4.23K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
563+ 8.98% |
$37.6K - $45.8K
|
6.84K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
562+ 15.78% |
$37.5K - $45.8K
|
4.12K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
553+ 7.46% |
$36.9K - $45K
|
7.96K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
553+ 1.13% |
$36.9K - $45K
|
49.6K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
552+ 5.05% |
$36.9K - $44.9K
|
11.5K
$958K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
551+ 14.88% |
$36.8K - $44.9K
|
4.26K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
548+ 2.67% |
$36.6K - $44.6K
|
21.1K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
539+ 2.73% |
$36K - $43.9K
|
20.3K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
538+ 9.1% |
$35.9K - $43.8K
|
6.45K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
530+ 16.98% |
$35.4K - $43.2K
|
3.65K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
528+ 105.6% |
$35.3K - $43K
|
1.03K
$85.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
525New |
$35.1K - $42.7K
|
525
$43.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
513+ 296.53% |
$34.3K - $41.8K
|
686
$57.2K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
510+ 20.25% |
$34.1K - $41.5K
|
3.03K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
510+ 14.28% |
$34.1K - $41.5K
|
4.08K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
508+ 2.98% |
$33.9K - $41.4K
|
17.5K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
504+ 1.66% |
$33.7K - $41K
|
30.9K
$2.58M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 3.39% |
$33.4K - $40.7K
|
15.3K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$33.4K - $40.7K
|
500
$41.7K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
499+ 10.91% |
$33.3K - $40.6K
|
5.07K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
490New |
$32.7K - $39.9K
|
490
$40.9K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
489+ 1.01% |
$32.7K - $39.8K
|
48.8K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
484+ 20.45% |
$32.3K - $39.4K
|
2.85K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
484+ 8.7% |
$32.3K - $39.4K
|
6.05K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 10.8% |
$32.3K - $39.3K
|
4.96K
$413K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
482+ 12.87% |
$32.2K - $39.2K
|
4.23K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
481+ 6.7% |
$32.1K - $39.2K
|
7.67K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
479+ 7.2% |
$32K - $39K
|
7.13K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
478New |
$31.9K - $38.9K
|
478
$39.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
477+ 14.29% |
$31.9K - $38.8K
|
3.82K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
475+ 5.99% |
$31.7K - $38.7K
|
8.4K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
475+ 61.13% |
$31.7K - $38.7K
|
1.25K
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
463+ 24.41% |
$30.9K - $37.7K
|
2.36K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
462+ 11.44% |
$30.9K - $37.6K
|
4.5K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
460+ 1.17% |
$30.7K - $37.5K
|
39.8K
$3.32M
|