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
|
Prentice Wealth Management LLC
|
BUY
|
- |
161+ 1.71% |
$10.8K - $13.1K
|
9.59K
$800K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
161+ 0.32% |
$10.8K - $13.1K
|
50.7K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160+ 38.46% |
$10.7K - $13K
|
576
$48.1K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159+ 1.24% |
$10.6K - $12.9K
|
13K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
156+ 1.14% |
$10.4K - $12.7K
|
13.8K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
156+ 6.6% |
$10.4K - $12.7K
|
2.52K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
152+ 3.59% |
$10.2K - $12.4K
|
4.39K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
151+ 2.01% |
$10.1K - $12.3K
|
7.68K
$640K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
151+ 2.48% |
$10.1K - $12.3K
|
6.25K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
150+ 2.27% |
$10K - $12.2K
|
6.76K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
150+ 36.41% |
$10K - $12.2K
|
562
$46.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
147+ 3.53% |
$9.82K - $12K
|
4.31K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
147+ 2.38% |
$9.82K - $12K
|
6.33K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
145+ 5.02% |
$9.68K - $11.8K
|
3.04K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
145+ 0.15% |
$9.68K - $11.8K
|
96.2K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
143+ 0.47% |
$9.55K - $11.6K
|
30.4K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
142+ 1.64% |
$9.48K - $11.6K
|
8.81K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
142+ 3.48% |
$9.48K - $11.6K
|
4.23K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
139+ 4.31% |
$9.28K - $11.3K
|
3.36K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
136+ 3.81% |
$9.08K - $11.1K
|
3.7K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
135+ 4.5% |
$9.02K - $11K
|
3.14K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
135New |
$9.02K - $11K
|
135
$11.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
133+ 3.07% |
$8.88K - $10.8K
|
4.46K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
131+ 2.36% |
$8.75K - $10.7K
|
5.69K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
129+ 0.79% |
$8.61K - $10.5K
|
16.4K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
126+ 0.41% |
$8.41K - $10.3K
|
31K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
125+ 0.52% |
$8.35K - $10.2K
|
24.1K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
124+ 8.7% |
$8.28K - $10.1K
|
1.55K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
124+ 103.33% |
$8.28K - $10.1K
|
244
$20.4K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
121+ 15.8% |
$8.08K - $9.85K
|
887
$74K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
121+ 1.27% |
$8.08K - $9.85K
|
9.66K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
121+ 1.61% |
$8.08K - $9.85K
|
7.65K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
120+ 1.44% |
$8.01K - $9.77K
|
8.44K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
119+ 1.93% |
$7.95K - $9.69K
|
6.29K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
119+ 0.35% |
$7.95K - $9.69K
|
34.6K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 1.47% |
$7.81K - $9.53K
|
8.07K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
116+ 2.13% |
$7.75K - $9.44K
|
5.57K
$464K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
115+ 1.56% |
$7.68K - $9.36K
|
7.47K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115+ 1.59% |
$7.68K - $9.36K
|
7.36K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
114+ 0.67% |
$7.61K - $9.28K
|
17.1K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
113+ 2.87% |
$7.55K - $9.2K
|
4.05K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
113New |
$7.55K - $9.2K
|
113
$9.43K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
112+ 2.27% |
$7.48K - $9.12K
|
5.05K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
112+ 2.17% |
$7.48K - $9.12K
|
5.28K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$9.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
111New |
$7.41K - $9.04K
|
111
$9.26K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
109+ 33.33% |
$7.28K - $8.87K
|
436
$36.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 1.27% |
$7.01K - $8.55K
|
8.41K
$701K
|