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 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1+ 0.53% |
$66.8 - $81.4
|
191
$15.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.08K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
8.77K
$699K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1+ 0.03% |
$66.8 - $81.4
|
3.36K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
6.9K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.38% |
$66.8 - $81.4
|
261
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$66.8 - $81.4
|
7.01K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.41% |
$66.8 - $81.4
|
72
$5.74K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.76% |
$66.8 - $81.4
|
133
$10.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1- 0.02% |
$66.8 - $81.4
|
6.02K
$480K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$66.8 - $81.4
|
45.7K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-2- 0.02% |
$134 - $163
|
8.42K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.08% |
$134 - $163
|
2.41K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.06% |
$134 - $163
|
3.33K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-2- 0.04% |
$134 - $163
|
5.16K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.04% |
$200 - $244
|
6.86K
$547K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.12% |
$267 - $326
|
3.32K
$264K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.02% |
$334 - $407
|
29.7K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 0.19% |
$334 - $407
|
2.63K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5- 0.03% |
$334 - $407
|
17.7K
$1.41M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.07% |
$401 - $489
|
8.85K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-7- 0.55% |
$467 - $570
|
1.28K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7- 0.07% |
$467 - $570
|
10.3K
$823K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-7- 0.03% |
$467 - $570
|
20.3K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9- 0.24% |
$601 - $733
|
3.68K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-10- 0.29% |
$668 - $814
|
3.45K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11- 0.1% |
$735 - $896
|
11.2K
$896K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-12- 0.4% |
$801 - $977
|
3.02K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-12- 0.13% |
$801 - $977
|
9.44K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-12- 0.18% |
$801 - $977
|
6.59K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-13- 0.08% |
$868 - $1.06K
|
15.8K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-13- 2.43% |
$868 - $1.06K
|
521
$41.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-15- 0.03% |
$1K - $1.22K
|
56.7K
$4.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-16- 0.1% |
$1.07K - $1.3K
|
15.8K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-18- 0.33% |
$1.2K - $1.47K
|
5.49K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.16% |
$1.27K - $1.55K
|
11.6K
$921K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20- 0.21% |
$1.34K - $1.63K
|
9.52K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-20- 0.68% |
$1.34K - $1.63K
|
2.93K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-21- 0.36% |
$1.4K - $1.71K
|
5.73K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23- 0.25% |
$1.54K - $1.87K
|
9.18K
$732K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-24- 0.49% |
$1.6K - $1.95K
|
4.84K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 2.33% |
$1.6K - $1.95K
|
1.01K
$80.2K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-24- 0.18% |
$1.6K - $1.95K
|
13.2K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-25- 0.53% |
$1.67K - $2.04K
|
4.72K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.45% |
$1.67K - $2.04K
|
1.7K
$135K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 0.52% |
$1.67K - $2.04K
|
4.79K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-25- 0.53% |
$1.67K - $2.04K
|
4.66K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-25- 0.07% |
$1.67K - $2.04K
|
37.7K
$3.01M
|