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 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-109- 0.72% |
$7.28K - $8.87K
|
15.1K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-109- 0.63% |
$7.28K - $8.87K
|
17.2K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-110- 0.5% |
$7.35K - $8.96K
|
21.8K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-114- 2.33% |
$7.61K - $9.28K
|
4.78K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-115- 3.66% |
$7.68K - $9.36K
|
3.03K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-120- 2.28% |
$8.01K - $9.77K
|
5.15K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-122- 1.78% |
$8.15K - $9.93K
|
6.72K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-125- 2.63% |
$8.35K - $10.2K
|
4.63K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-125- 20.0% |
$8.35K - $10.2K
|
500
$39.9K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-125- 0.96% |
$8.35K - $10.2K
|
12.9K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-126- 2.07% |
$8.41K - $10.3K
|
5.97K
$476K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-129- 0.51% |
$8.61K - $10.5K
|
25.2K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-129- 0.27% |
$8.61K - $10.5K
|
47.5K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-129- 0.73% |
$8.61K - $10.5K
|
17.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-130- 0.18% |
$8.68K - $10.6K
|
71.3K
$5.68M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-131- 9.15% |
$8.75K - $10.7K
|
1.3K
$104K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-135- 1.09% |
$9.02K - $11K
|
12.3K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-135- 3.94% |
$9.02K - $11K
|
3.29K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-136- 2.75% |
$9.08K - $11.1K
|
4.81K
$384K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-136- 2.85% |
$9.08K - $11.1K
|
4.64K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-138- 2.96% |
$9.22K - $11.2K
|
4.52K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-140- 3.17% |
$9.35K - $11.4K
|
4.27K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-140- 0.59% |
$9.35K - $11.4K
|
23.7K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-142- 0.94% |
$9.48K - $11.6K
|
14.9K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-145- 3.61% |
$9.68K - $11.8K
|
3.87K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-145- 1.49% |
$9.68K - $11.8K
|
9.62K
$767K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-147- 1.43% |
$9.82K - $12K
|
10.1K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-147- 0.39% |
$9.82K - $12K
|
37.2K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-148- 6.85% |
$9.88K - $12.1K
|
2.01K
$160K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-148- 0.24% |
$9.88K - $12.1K
|
61.6K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-149- 3.65% |
$9.95K - $12.1K
|
3.93K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-149- 2.66% |
$9.95K - $12.1K
|
5.44K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-149- 1.96% |
$9.95K - $12.1K
|
7.45K
$594K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 1.92% |
$10K - $12.2K
|
7.68K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-150- 1.81% |
$10K - $12.2K
|
8.14K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-152- 1.66% |
$10.2K - $12.4K
|
9.02K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-155- 0.49% |
$10.4K - $12.6K
|
31.8K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-158- 54.86% |
$10.6K - $12.9K
|
130
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-159- 5.09% |
$10.6K - $12.9K
|
2.96K
$236K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-159- 4.19% |
$10.6K - $12.9K
|
3.64K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-159- 0.67% |
$10.6K - $12.9K
|
23.6K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-160- 4.96% |
$10.7K - $13K
|
3.07K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-160- 0.51% |
$10.7K - $13K
|
31.4K
$2.51M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-161- 1.17% |
$10.8K - $13.1K
|
13.6K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-161- 16.68% |
$10.8K - $13.1K
|
804
$64.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-161- 2.55% |
$10.8K - $13.1K
|
6.15K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-161- 9.43% |
$10.8K - $13.1K
|
1.55K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-163- 5.35% |
$10.9K - $13.3K
|
2.89K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-166- 5.1% |
$11.1K - $13.5K
|
3.09K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-167- 1.01% |
$11.2K - $13.6K
|
16.4K
$1.31M
|