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 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-351- 2.51% |
$23.4K - $28.6K
|
13.7K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-357- 12.5% |
$23.8K - $29.1K
|
2.5K
$208K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-357- 0.73% |
$23.8K - $29.1K
|
48.8K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-360- 1.11% |
$24K - $29.3K
|
32.1K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-364- 2.41% |
$24.3K - $29.6K
|
14.8K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-368- 1.14% |
$24.6K - $30K
|
32K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-370- 6.32% |
$24.7K - $30.1K
|
5.48K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-370- 7.69% |
$24.7K - $30.1K
|
4.44K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-370- 4.22% |
$24.7K - $30.1K
|
8.4K
$701K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-373- 3.2% |
$24.9K - $30.4K
|
11.3K
$943K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-375- 4.93% |
$25K - $30.5K
|
7.23K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-376- 2.5% |
$25.1K - $30.6K
|
14.7K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-378- 0.85% |
$25.2K - $30.8K
|
44.3K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-388- 4.17% |
$25.9K - $31.6K
|
8.92K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-390- 3.95% |
$26K - $31.8K
|
9.49K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-399- 6.29% |
$26.6K - $32.5K
|
5.95K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-400- 5.03% |
$26.7K - $32.6K
|
7.55K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-400- 1.37% |
$26.7K - $32.6K
|
28.8K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 6.16% |
$26.7K - $32.6K
|
6.09K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 6.07% |
$26.7K - $32.6K
|
6.19K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-400- 5.12% |
$26.7K - $32.6K
|
7.41K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 47.06% |
$26.7K - $32.6K
|
450
$37.5K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-405- 2.09% |
$27K - $33K
|
19K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-412- 3.31% |
$27.5K - $33.5K
|
12K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-415- 1.73% |
$27.7K - $33.8K
|
23.6K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-418- 7.2% |
$27.9K - $34K
|
5.39K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-421- 7.2% |
$28.1K - $34.3K
|
5.43K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-422- 0.9% |
$28.2K - $34.4K
|
46.6K
$3.89M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-429- 21.7% |
$28.6K - $34.9K
|
1.55K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-431- 2.86% |
$28.8K - $35.1K
|
14.6K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-439- 2.78% |
$29.3K - $35.7K
|
15.4K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-440- 1.02% |
$29.4K - $35.8K
|
42.8K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-441- 11.84% |
$29.4K - $35.9K
|
3.29K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-450- 0.69% |
$30.1K - $36.6K
|
64.9K
$5.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-454- 1.29% |
$30.3K - $37K
|
34.6K
$2.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-454- 4.1% |
$30.3K - $37K
|
10.6K
$886K
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-457- 0.63% |
$30.5K - $37.2K
|
71.5K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-458- 0.83% |
$30.6K - $37.3K
|
55K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-467- 7.21% |
$31.2K - $38K
|
6.01K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-472- 55.59% |
$31.5K - $38.4K
|
377
$31.5K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-482- 34.83% |
$32.2K - $39.2K
|
902
$75.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-493- 1.62% |
$32.9K - $40.1K
|
30K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-494- 2.71% |
$33K - $40.2K
|
17.7K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-494- 0.49% |
$33K - $40.2K
|
101K
$8.42M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-500- 7.46% |
$33.4K - $40.7K
|
6.2K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-500- 0.86% |
$33.4K - $40.7K
|
57.9K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-500- 3.04% |
$33.4K - $40.7K
|
16K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-500- 0.36% |
$33.4K - $40.7K
|
137K
$11.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-502- 3.14% |
$33.5K - $40.9K
|
15.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-504- 4.03% |
$33.7K - $41K
|
12K
$1M
|