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 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-231- 1.75% |
$15.4K - $18.8K
|
13K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-237- 69.5% |
$15.8K - $19.3K
|
104
$8.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-240- 2.31% |
$16K - $19.5K
|
10.2K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-240- 2.04% |
$16K - $19.5K
|
11.5K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-241- 3.19% |
$16.1K - $19.6K
|
7.32K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-244- 1.81% |
$16.3K - $19.9K
|
13.3K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-244- 0.22% |
$16.3K - $19.9K
|
109K
$9.13M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-244- 3.88% |
$16.3K - $19.9K
|
6.04K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-244- 3.33% |
$16.3K - $19.9K
|
7.08K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-245- 4.35% |
$16.4K - $19.9K
|
5.39K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-246- 3.55% |
$16.4K - $20K
|
6.69K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-248- 27.4% |
$16.6K - $20.2K
|
657
$54.8K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-249- 5.62% |
$16.6K - $20.3K
|
4.18K
$349K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 0.95% |
$16.7K - $20.4K
|
26K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-254- 0.83% |
$17K - $20.7K
|
30.2K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-255- 2.1% |
$17K - $20.8K
|
11.9K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-255- 0.18% |
$17K - $20.8K
|
145K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-258- 4.84% |
$17.2K - $21K
|
5.07K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-263- 7.4% |
$17.6K - $21.4K
|
3.29K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-265- 0.94% |
$17.7K - $21.6K
|
28K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-265- 3.5% |
$17.7K - $21.6K
|
7.3K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-266- 8.18% |
$17.8K - $21.7K
|
2.98K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-271- 7.02% |
$18.1K - $22.1K
|
3.59K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-272- 0.94% |
$18.2K - $22.1K
|
28.6K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-280- 0.65% |
$18.7K - $22.8K
|
42.6K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-281- 3.39% |
$18.8K - $22.9K
|
8.01K
$668K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-284- 5.24% |
$19K - $23.1K
|
5.13K
$428K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-289- 1.41% |
$19.3K - $23.5K
|
20.1K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-290- 1.28% |
$19.4K - $23.6K
|
22.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-292- 9.49% |
$19.5K - $23.8K
|
2.79K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-294- 5.03% |
$19.6K - $23.9K
|
5.56K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-295- 4.05% |
$19.7K - $24K
|
6.99K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-295- 19.47% |
$19.7K - $24K
|
1.22K
$102K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-300- 1.29% |
$20K - $24.4K
|
22.9K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-300- 0.35% |
$20K - $24.4K
|
85.2K
$7.1M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.4% |
$20K - $24.4K
|
5.25K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-300- 3.92% |
$20K - $24.4K
|
7.36K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-310- 0.42% |
$20.7K - $25.2K
|
73.8K
$6.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-311- 10.99% |
$20.8K - $25.3K
|
2.52K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-317- 7.62% |
$21.2K - $25.8K
|
3.85K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-320- 2.26% |
$21.4K - $26.1K
|
13.8K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-320- 32.85% |
$21.4K - $26.1K
|
654
$54.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-325- 0.74% |
$21.7K - $26.5K
|
43.8K
$3.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-335- 4.78% |
$22.4K - $27.3K
|
6.68K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-337- 4.35% |
$22.5K - $27.4K
|
7.41K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-338- 5.0% |
$22.6K - $27.5K
|
6.43K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-341- 4.12% |
$22.8K - $27.8K
|
7.94K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-346- 10.67% |
$23.1K - $28.2K
|
2.9K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-350- 1.76% |
$23.4K - $28.5K
|
19.5K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-350- 2.64% |
$23.4K - $28.5K
|
12.9K
$1.08M
|