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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
62+ 0.84% |
$4.14K - $5.05K
|
7.4K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
61+ 0.14% |
$4.07K - $4.97K
|
45K
$3.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
60+ 0.49% |
$4.01K - $4.89K
|
12.2K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 0.13% |
$4.01K - $4.89K
|
46.1K
$3.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
60+ 1.79% |
$4.01K - $4.89K
|
3.41K
$284K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
60+ 1.1% |
$4.01K - $4.89K
|
5.53K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
58+ 1.41% |
$3.87K - $4.72K
|
4.17K
$348K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
57+ 3.63% |
$3.81K - $4.64K
|
1.63K
$136K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
55+ 0.12% |
$3.67K - $4.48K
|
46K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
53+ 3.91% |
$3.54K - $4.32K
|
1.41K
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
53+ 63.1% |
$3.54K - $4.32K
|
137
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
53+ 1.17% |
$3.54K - $4.32K
|
4.58K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
52+ 0.53% |
$3.47K - $4.23K
|
9.87K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
52+ 1.57% |
$3.47K - $4.23K
|
3.37K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
52+ 1.41% |
$3.47K - $4.23K
|
3.73K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
51+ 0.41% |
$3.41K - $4.15K
|
12.6K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
50+ 0.74% |
$3.34K - $4.07K
|
6.8K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$3.34K - $4.07K
|
3.74K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
50+ 1.39% |
$3.34K - $4.07K
|
3.64K
$303K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
50+ 0.59% |
$3.34K - $4.07K
|
8.52K
$711K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$3.34K - $4.07K
|
6.56K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
50New |
$3.34K - $4.07K
|
50
$4.17K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 11.22% |
$3.14K - $3.83K
|
466
$38.9K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.97% |
$3.07K - $3.75K
|
4.79K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
46+ 18.78% |
$3.07K - $3.75K
|
291
$24.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
45+ 0.29% |
$3.01K - $3.66K
|
15.6K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
45+ 0.85% |
$3.01K - $3.66K
|
5.31K
$443K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
44+ 5.7% |
$2.94K - $3.58K
|
816
$68.1K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.94K - $3.58K
|
10.6K
$886K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
44+ 0.41% |
$2.94K - $3.58K
|
10.7K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
43+ 0.62% |
$2.87K - $3.5K
|
7.01K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
42+ 4.22% |
$2.8K - $3.42K
|
1.04K
$86.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
42+ 0.87% |
$2.8K - $3.42K
|
4.86K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
42+ 0.2% |
$2.8K - $3.42K
|
21.2K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 0.5% |
$2.74K - $3.34K
|
8.18K
$682K
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
40+ 0.13% |
$2.67K - $3.26K
|
30.9K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
40+ 0.22% |
$2.67K - $3.26K
|
18.1K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
40+ 1.1% |
$2.67K - $3.26K
|
3.66K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
40New |
$2.67K - $3.26K
|
40
$3.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
36+ 1.01% |
$2.4K - $2.93K
|
3.59K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 9.31% |
$2.34K - $2.85K
|
411
$34.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$453K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
35+ 0.2% |
$2.34K - $2.85K
|
17.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
33+ 0.41% |
$2.2K - $2.69K
|
8.08K
$674K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
33+ 0.41% |
$2.2K - $2.69K
|
8.17K
$682K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32+ 27.59% |
$2.14K - $2.61K
|
148
$12.3K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
32+ 0.31% |
$2.14K - $2.61K
|
10.5K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31+ 6.25% |
$2.07K - $2.52K
|
527
$44K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$273K
|