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 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
245+ 3.58% |
$16.4K - $19.9K
|
7.1K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
235+ 1.02% |
$15.7K - $19.1K
|
23.4K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
235+ 1.46% |
$15.7K - $19.1K
|
16.3K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
231New |
$15.4K - $18.8K
|
231
$19.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
226+ 2.16% |
$15.1K - $18.4K
|
10.7K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
225+ 1.62% |
$15K - $18.3K
|
14.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
225+ 3.62% |
$15K - $18.3K
|
6.44K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
224+ 1.73% |
$15K - $18.2K
|
13.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
223+ 41.68% |
$14.9K - $18.2K
|
758
$63.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
220+ 5.67% |
$14.7K - $17.9K
|
4.1K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
214+ 6.5% |
$14.3K - $17.4K
|
3.5K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
213+ 4.46% |
$14.2K - $17.3K
|
4.99K
$416K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
210+ 2.41% |
$14K - $17.1K
|
8.91K
$744K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
207+ 0.36% |
$13.8K - $16.9K
|
57.1K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
207+ 0.84% |
$13.8K - $16.9K
|
24.9K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.23% |
$13.4K - $16.3K
|
3.41K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
200+ 3.25% |
$13.4K - $16.3K
|
6.35K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
199New |
$13.3K - $16.2K
|
199
$16.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
198+ 1.17% |
$13.2K - $16.1K
|
17.1K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
196+ 17.55% |
$13.1K - $16K
|
1.31K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
196+ 0.72% |
$13.1K - $16K
|
27.3K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
195+ 3.64% |
$13K - $15.9K
|
5.56K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
195+ 1.82% |
$13K - $15.9K
|
10.9K
$908K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 0.34% |
$12.8K - $15.6K
|
56.1K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
191New |
$12.8K - $15.6K
|
191
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
190+ 6.65% |
$12.7K - $15.5K
|
3.05K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
187+ 4.42% |
$12.5K - $15.2K
|
4.42K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
187+ 26.91% |
$12.5K - $15.2K
|
882
$73.6K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
187+ 192.78% |
$12.5K - $15.2K
|
284
$23.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
184+ 2.77% |
$12.3K - $15K
|
6.82K
$569K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
184+ 0.56% |
$12.3K - $15K
|
32.8K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
183+ 1.82% |
$12.2K - $14.9K
|
10.2K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
182+ 4.72% |
$12.2K - $14.8K
|
4.04K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
181+ 3.54% |
$12.1K - $14.7K
|
5.29K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
181+ 1.2% |
$12.1K - $14.7K
|
15.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
181+ 6.25% |
$12.1K - $14.7K
|
3.08K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
180+ 1.5% |
$12K - $14.7K
|
12.2K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
178+ 6.64% |
$11.9K - $14.5K
|
2.86K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
175+ 3.15% |
$11.7K - $14.2K
|
5.72K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
174+ 5.88% |
$11.6K - $14.2K
|
3.13K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
173+ 4.47% |
$11.6K - $14.1K
|
4.04K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
172+ 3.27% |
$11.5K - $14K
|
5.43K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
170+ 4.58% |
$11.4K - $13.8K
|
3.88K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
170+ 1.51% |
$11.4K - $13.8K
|
11.4K
$952K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
170+ 0.38% |
$11.4K - $13.8K
|
44.6K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
168+ 1.89% |
$11.2K - $13.7K
|
9.07K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
167+ 1.37% |
$11.2K - $13.6K
|
12.4K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
166+ 4.28% |
$11.1K - $13.5K
|
4.05K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 589.29% |
$11K - $13.4K
|
193
$16.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
162+ 2.96% |
$10.8K - $13.2K
|
5.63K
$470K
|