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 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$261K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
31New |
$2.07K - $2.52K
|
31
$2.47K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
30+ 32.26% |
$2K - $2.44K
|
123
$9.8K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
30+ 0.87% |
$2K - $2.44K
|
3.48K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
29+ 0.49% |
$1.94K - $2.36K
|
5.93K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
28New |
$1.87K - $2.28K
|
28
$2.23K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
28+ 1.33% |
$1.87K - $2.28K
|
2.13K
$170K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
27+ 0.36% |
$1.8K - $2.2K
|
7.59K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.85% |
$1.8K - $2.2K
|
3.21K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
27+ 0.05% |
$1.8K - $2.2K
|
56.6K
$4.51M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
27+ 2.46% |
$1.8K - $2.2K
|
1.13K
$89.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.24K
$736K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.5% |
$1.67K - $2.04K
|
5.02K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
24+ 0.47% |
$1.6K - $1.95K
|
5.12K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.27% |
$1.6K - $1.95K
|
8.87K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
23+ 0.46% |
$1.54K - $1.87K
|
4.98K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
22+ 0.46% |
$1.47K - $1.79K
|
4.83K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
22New |
$1.47K - $1.79K
|
22
$1.75K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
21+ 2.63% |
$1.4K - $1.71K
|
818
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
21+ 0.19% |
$1.4K - $1.71K
|
10.8K
$863K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.34K - $1.63K
|
4.3K
$343K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
20+ 0.07% |
$1.34K - $1.63K
|
30.2K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.49% |
$1.34K - $1.63K
|
4.13K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
19+ 0.48% |
$1.27K - $1.55K
|
3.94K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
19+ 0.06% |
$1.27K - $1.55K
|
29.7K
$2.36M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
19New |
$1.27K - $1.55K
|
19
$1.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.9K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18+ 0.25% |
$1.2K - $1.47K
|
7.14K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$1.2K - $1.47K
|
6.88K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.25% |
$1.2K - $1.47K
|
7.3K
$582K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
18+ 0.18% |
$1.2K - $1.47K
|
9.9K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.8K
$1.02M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17+ 0.13% |
$1.14K - $1.38K
|
13.5K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.26% |
$1.07K - $1.3K
|
6.22K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16+ 0.52% |
$1.07K - $1.3K
|
3.11K
$248K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15+ 0.1% |
$1K - $1.22K
|
14.8K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15+ 0.24% |
$1K - $1.22K
|
6.28K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.25% |
$1K - $1.22K
|
6.1K
$486K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
14+ 0.11% |
$935 - $1.14K
|
13.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14+ 0.08% |
$935 - $1.14K
|
18.4K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14+ 0.34% |
$935 - $1.14K
|
4.14K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
14+ 0.47% |
$935 - $1.14K
|
2.97K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.1% |
$935 - $1.14K
|
13.6K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.05% |
$868 - $1.06K
|
24.3K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$868 - $1.06K
|
7.53K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
12+ 0.25% |
$801 - $977
|
4.74K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$801 - $977
|
4.28K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.02% |
$801 - $977
|
74.8K
$5.96M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
12New |
$801 - $977
|
12
$957
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.44% |
$801 - $977
|
2.76K
$220K
|