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 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
105+ 1.46% |
$7.01K - $8.55K
|
7.28K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 2.0% |
$7.01K - $8.55K
|
5.35K
$446K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
104+ 0.94% |
$6.95K - $8.47K
|
11.2K
$936K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
103+ 1.91% |
$6.88K - $8.39K
|
5.5K
$459K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
103+ 3.1% |
$6.88K - $8.39K
|
3.42K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 3.16% |
$6.81K - $8.3K
|
3.33K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100+ 3.36% |
$6.68K - $8.14K
|
3.08K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
100+ 1.05% |
$6.68K - $8.14K
|
9.64K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
100+ 2.43% |
$6.68K - $8.14K
|
4.21K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$6.68K - $8.14K
|
100
$8.34K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
100+ 28.41% |
$6.68K - $8.14K
|
452
$37.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
99+ 1.32% |
$6.61K - $8.06K
|
7.6K
$634K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
99+ 0.35% |
$6.61K - $8.06K
|
28.7K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
98+ 0.7% |
$6.54K - $7.98K
|
14.1K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
98+ 1.92% |
$6.54K - $7.98K
|
5.21K
$434K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
98+ 0.87% |
$6.54K - $7.98K
|
11.4K
$951K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
96+ 2.56% |
$6.41K - $7.82K
|
3.84K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
93+ 2.71% |
$6.21K - $7.57K
|
3.53K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
91+ 0.5% |
$6.08K - $7.41K
|
18.3K
$1.53M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 4.44% |
$6.01K - $7.33K
|
2.12K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
90+ 11.57% |
$6.01K - $7.33K
|
868
$72.4K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
88+ 1.35% |
$5.88K - $7.16K
|
6.62K
$552K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
88+ 77.88% |
$5.88K - $7.16K
|
201
$16.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
86+ 1.0% |
$5.74K - $7K
|
8.66K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
84+ 1.55% |
$5.61K - $6.84K
|
5.5K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
82+ 2.13% |
$5.48K - $6.68K
|
3.93K
$328K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 11.48% |
$5.48K - $6.68K
|
796
$66.4K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
82+ 0.14% |
$5.48K - $6.68K
|
56.9K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
81+ 0.85% |
$5.41K - $6.6K
|
9.59K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
79New |
$5.28K - $6.43K
|
79
$6.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 1.49% |
$5.21K - $6.35K
|
5.31K
$443K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 1.03% |
$5.21K - $6.35K
|
7.69K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
77New |
$5.14K - $6.27K
|
77
$6.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
75+ 0.91% |
$5.01K - $6.11K
|
8.33K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 1.97% |
$5.01K - $6.11K
|
3.88K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
75+ 6.67% |
$5.01K - $6.11K
|
1.2K
$100K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
74+ 1.82% |
$4.94K - $6.03K
|
4.14K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
74+ 17.13% |
$4.94K - $6.03K
|
506
$42.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
72+ 1.0% |
$4.81K - $5.86K
|
7.27K
$607K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
71+ 0.97% |
$4.74K - $5.78K
|
7.38K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
69+ 0.55% |
$4.61K - $5.62K
|
12.6K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
68+ 0.69% |
$4.54K - $5.54K
|
9.87K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
67+ 0.94% |
$4.47K - $5.46K
|
7.22K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
67+ 0.95% |
$4.47K - $5.46K
|
7.09K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
65+ 8.08% |
$4.34K - $5.29K
|
869
$72.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
64+ 91.43% |
$4.27K - $5.21K
|
134
$11.2K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
64+ 193.94% |
$4.27K - $5.21K
|
97
$8.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 2.2% |
$4.27K - $5.21K
|
2.97K
$248K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
63+ 1.19% |
$4.21K - $5.13K
|
5.35K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 2.0% |
$4.14K - $5.05K
|
3.16K
$263K
|