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 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
342+ 6.38% |
$22.8K - $27.8K
|
5.7K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
336+ 8.33% |
$22.4K - $27.4K
|
4.37K
$365K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
335+ 73.3% |
$22.4K - $27.3K
|
792
$66.1K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
333+ 6.77% |
$22.2K - $27.1K
|
5.25K
$438K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
332+ 10.85% |
$22.2K - $27K
|
3.39K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
330+ 3.13% |
$22K - $26.9K
|
10.9K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
327+ 0.35% |
$21.8K - $26.6K
|
94K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
327New |
$21.8K - $26.6K
|
327
$27.3K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
326+ 397.56% |
$21.8K - $26.5K
|
408
$34K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
326+ 60.48% |
$21.8K - $26.5K
|
865
$72.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
324+ 3.72% |
$21.6K - $26.4K
|
9.02K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
316+ 0.82% |
$21.1K - $25.7K
|
38.7K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
315+ 3.61% |
$21K - $25.6K
|
9.04K
$754K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
313+ 1.56% |
$20.9K - $25.5K
|
20.4K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
311+ 6.77% |
$20.8K - $25.3K
|
4.91K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
309+ 0.58% |
$20.6K - $25.2K
|
53.4K
$4.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
306+ 4.18% |
$20.4K - $24.9K
|
7.63K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
306+ 3.22% |
$20.4K - $24.9K
|
9.81K
$818K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
302+ 3.9% |
$20.2K - $24.6K
|
8.05K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
301+ 7.6% |
$20.1K - $24.5K
|
4.26K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
301+ 1.71% |
$20.1K - $24.5K
|
17.9K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
300+ 9.55% |
$20K - $24.4K
|
3.44K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300+ 10.33% |
$20K - $24.4K
|
3.21K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
297+ 0.69% |
$19.8K - $24.2K
|
43.3K
$3.61M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
297+ 2.06% |
$19.8K - $24.2K
|
14.7K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
295+ 4.5% |
$19.7K - $24K
|
6.85K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
290+ 5.8% |
$19.4K - $23.6K
|
5.29K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
289+ 0.82% |
$19.3K - $23.5K
|
35.5K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
281+ 1.18% |
$18.8K - $22.9K
|
24.1K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
280+ 7.94% |
$18.7K - $22.8K
|
3.81K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
279+ 3.91% |
$18.6K - $22.7K
|
7.42K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
277+ 2.37% |
$18.5K - $22.6K
|
12K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
276+ 4.97% |
$18.4K - $22.5K
|
5.83K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
275+ 3.8% |
$18.4K - $22.4K
|
7.51K
$627K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
274+ 0.87% |
$18.3K - $22.3K
|
31.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
272+ 6.66% |
$18.2K - $22.1K
|
4.36K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
271+ 7.73% |
$18.1K - $22.1K
|
3.78K
$315K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
266+ 20.99% |
$17.8K - $21.7K
|
1.53K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
265+ 3.92% |
$17.7K - $21.6K
|
7.02K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
265+ 2.69% |
$17.7K - $21.6K
|
10.1K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
263+ 5.15% |
$17.6K - $21.4K
|
5.37K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
262+ 0.86% |
$17.5K - $21.3K
|
30.6K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
260+ 2.84% |
$17.4K - $21.2K
|
9.42K
$786K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
252+ 6.78% |
$16.8K - $20.5K
|
3.97K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
249+ 0.95% |
$16.6K - $20.3K
|
26.4K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
249+ 0.13% |
$16.6K - $20.3K
|
187K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
248+ 1.83% |
$16.6K - $20.2K
|
13.8K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
247New |
$16.5K - $20.1K
|
247
$20.6K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
246+ 8.21% |
$16.4K - $20K
|
3.24K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
246+ 0.26% |
$16.4K - $20K
|
95.3K
$7.95M
|