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 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
460+ 3.09% |
$30.7K - $37.5K
|
15.3K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
454+ 1.87% |
$30.3K - $37K
|
24.7K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
450+ 5.61% |
$30.1K - $36.6K
|
8.47K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
30K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
450+ 1.53% |
$30.1K - $36.6K
|
29.9K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
449+ 10.17% |
$30K - $36.6K
|
4.86K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
444+ 15.31% |
$29.7K - $36.2K
|
3.34K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
442+ 2.39% |
$29.5K - $36K
|
18.9K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
442+ 2.42% |
$29.5K - $36K
|
18.7K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
441+ 0.79% |
$29.4K - $35.9K
|
56.6K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
434+ 9.97% |
$29K - $35.3K
|
4.79K
$399K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
429+ 3.4% |
$28.6K - $34.9K
|
13K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
426+ 7.07% |
$28.4K - $34.7K
|
6.45K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
423+ 24.01% |
$28.2K - $34.4K
|
2.19K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
419+ 0.53% |
$28K - $34.1K
|
79.7K
$6.65M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
418+ 6.46% |
$27.9K - $34K
|
6.89K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
415+ 2.92% |
$27.7K - $33.8K
|
14.6K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
410+ 7.08% |
$27.4K - $33.4K
|
6.2K
$517K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
409+ 60.15% |
$27.3K - $33.3K
|
1.09K
$90.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
405+ 95.52% |
$27K - $33K
|
829
$69.2K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
404New |
$27K - $32.9K
|
404
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
404+ 0.73% |
$27K - $32.9K
|
55.6K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
403+ 1.49% |
$26.9K - $32.8K
|
27.5K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.8% |
$26.7K - $32.6K
|
50.4K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 6.96% |
$26.7K - $32.6K
|
6.15K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 2.23% |
$26.7K - $32.6K
|
18.3K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
398+ 0.49% |
$26.6K - $32.4K
|
81.1K
$6.76M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
396+ 9.51% |
$26.4K - $32.2K
|
4.56K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
396+ 4.42% |
$26.4K - $32.2K
|
9.35K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
393+ 3.61% |
$26.2K - $32K
|
11.3K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
391+ 0.59% |
$26.1K - $31.8K
|
66.6K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
390+ 26.71% |
$26K - $31.8K
|
1.85K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
389+ 4.07% |
$26K - $31.7K
|
9.94K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
383+ 5.77% |
$25.6K - $31.2K
|
7.02K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
383+ 95.75% |
$25.6K - $31.2K
|
783
$65.3K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
378+ 4.69% |
$25.2K - $30.8K
|
8.43K
$704K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
377+ 2.05% |
$25.2K - $30.7K
|
18.7K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
377+ 14.03% |
$25.2K - $30.7K
|
3.06K
$256K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
377New |
$25.2K - $30.7K
|
377
$31.5K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
374+ 2.95% |
$25K - $30.5K
|
13.1K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
372+ 1.65% |
$24.8K - $30.3K
|
22.9K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
371+ 2.65% |
$24.8K - $30.2K
|
14.4K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
368+ 3.0% |
$24.6K - $30K
|
12.6K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
361+ 8.22% |
$24.1K - $29.4K
|
4.75K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
354+ 7.87% |
$23.6K - $28.8K
|
4.85K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
352+ 1.24% |
$23.5K - $28.7K
|
28.7K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
350+ 5.86% |
$23.4K - $28.5K
|
6.32K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
350+ 4.59% |
$23.4K - $28.5K
|
7.98K
$666K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
349+ 6.65% |
$23.3K - $28.4K
|
5.6K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
344+ 11.38% |
$23K - $28K
|
3.37K
$281K
|