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 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-60- 0.84% |
$4.01K - $4.89K
|
7.09K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-60- 0.45% |
$4.01K - $4.89K
|
13.2K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-60- 1.99% |
$4.01K - $4.89K
|
2.95K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-60- 1.08% |
$4.01K - $4.89K
|
5.5K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-61- 1.45% |
$4.07K - $4.97K
|
4.15K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-62- 1.09% |
$4.14K - $5.05K
|
5.63K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-64- 0.36% |
$4.27K - $5.21K
|
17.6K
$1.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-64- 1.1% |
$4.27K - $5.21K
|
5.74K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-64- 1.31% |
$4.27K - $5.21K
|
4.8K
$383K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-65- 1.84% |
$4.34K - $5.29K
|
3.47K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-65- 1.52% |
$4.34K - $5.29K
|
4.23K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-67- 1.37% |
$4.47K - $5.46K
|
4.81K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-67- 1.33% |
$4.47K - $5.46K
|
4.99K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-68- 2.17% |
$4.54K - $5.54K
|
3.07K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 3.54% |
$4.74K - $5.78K
|
1.94K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-71- 0.19% |
$4.74K - $5.78K
|
37.1K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-72- 0.81% |
$4.81K - $5.86K
|
8.8K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-73- 0.64% |
$4.87K - $5.94K
|
11.4K
$910K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-75- 0.44% |
$5.01K - $6.11K
|
16.9K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-75- 1.43% |
$5.01K - $6.11K
|
5.16K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.43% |
$5.01K - $6.11K
|
17.5K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-76- 2.98% |
$5.08K - $6.19K
|
2.48K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-77- 2.27% |
$5.14K - $6.27K
|
3.32K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.36% |
$5.21K - $6.35K
|
1.71K
$136K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-78- 0.87% |
$5.21K - $6.35K
|
8.87K
$707K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-79- 1.27% |
$5.28K - $6.43K
|
6.13K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-79- 1.87% |
$5.28K - $6.43K
|
4.15K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-79- 0.43% |
$5.28K - $6.43K
|
18.4K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-80- 0.3% |
$5.34K - $6.51K
|
26.8K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-81- 1.78% |
$5.41K - $6.6K
|
4.48K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-82- 2.74% |
$5.48K - $6.68K
|
2.91K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-83- 0.58% |
$5.54K - $6.76K
|
14.2K
$1.13M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-84- 0.39% |
$5.61K - $6.84K
|
21.5K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-84- 1.4% |
$5.61K - $6.84K
|
5.9K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-88- 2.76% |
$5.88K - $7.16K
|
3.11K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-92- 0.18% |
$6.14K - $7.49K
|
50.9K
$4.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-93- 1.63% |
$6.21K - $7.57K
|
5.62K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-95- 2.02% |
$6.34K - $7.73K
|
4.61K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-96- 0.51% |
$6.41K - $7.82K
|
18.8K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-96- 0.19% |
$6.41K - $7.82K
|
50.7K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 6.8% |
$6.68K - $8.14K
|
1.37K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-100- 1.49% |
$6.68K - $8.14K
|
6.6K
$526K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 0.01% |
$6.68K - $8.14K
|
679K
$54.1M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 8.04% |
$6.68K - $8.14K
|
1.14K
$91.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-102- 2.02% |
$6.81K - $8.3K
|
4.94K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-104- 2.16% |
$6.95K - $8.47K
|
4.71K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-104- 74.29% |
$6.95K - $8.47K
|
36
$2.87K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-106- 3.66% |
$7.08K - $8.63K
|
2.79K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-107- 0.58% |
$7.15K - $8.71K
|
18.4K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-108- 2.04% |
$7.21K - $8.79K
|
5.18K
$413K
|