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 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-507- 11.4% |
$33.9K - $41.3K
|
3.94K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-512- 9.46% |
$34.2K - $41.7K
|
4.9K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-513- 9.35% |
$34.3K - $41.8K
|
4.97K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-514- 7.41% |
$34.3K - $41.8K
|
6.42K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-515- 11.59% |
$34.4K - $41.9K
|
3.93K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-533- 14.96% |
$35.6K - $43.4K
|
3.03K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-535- 1.25% |
$35.7K - $43.6K
|
42.3K
$3.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-535- 2.1% |
$35.7K - $43.6K
|
25K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-535- 14.14% |
$35.7K - $43.6K
|
3.25K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-536- 1.05% |
$35.8K - $43.6K
|
50.7K
$4.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-548- 1.63% |
$36.6K - $44.6K
|
33K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-562- 3.51% |
$37.5K - $45.8K
|
15.4K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-563- 8.32% |
$37.6K - $45.8K
|
6.21K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-576- 5.17% |
$38.5K - $46.9K
|
10.6K
$882K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-583- 11.28% |
$38.9K - $47.5K
|
4.59K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-585- 3.69% |
$39.1K - $47.6K
|
15.3K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-587- 5.7% |
$39.2K - $47.8K
|
9.7K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-600- 3.75% |
$40.1K - $48.9K
|
15.4K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-602- 11.35% |
$40.2K - $49K
|
4.7K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-605- 4.03% |
$40.4K - $49.3K
|
14.4K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-614- 3.1% |
$41K - $50K
|
19.2K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-622- 16.79% |
$41.5K - $50.6K
|
3.08K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-634- 8.35% |
$42.3K - $51.6K
|
6.96K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-635- 7.35% |
$42.4K - $51.7K
|
8K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-637- 0.35% |
$42.5K - $51.9K
|
182K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-639- 17.76% |
$42.7K - $52K
|
2.96K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-645- 13.23% |
$43.1K - $52.5K
|
4.23K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-648- 13.59% |
$43.3K - $52.8K
|
4.12K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-650- 1.53% |
$43.4K - $52.9K
|
41.8K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-659- 14.9% |
$44K - $53.7K
|
3.77K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-660- 15.28% |
$44.1K - $53.7K
|
3.66K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-672- 10.18% |
$44.9K - $54.7K
|
5.93K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-674- 5.44% |
$45K - $54.9K
|
11.7K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-688- 7.77% |
$45.9K - $56K
|
8.16K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-700- 4.59% |
$46.7K - $57K
|
14.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-702- 1.94% |
$46.9K - $57.2K
|
35.5K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-706- 14.12% |
$47.1K - $57.5K
|
4.29K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-708- 12.72% |
$47.3K - $57.6K
|
4.86K
$405K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-713- 13.92% |
$47.6K - $58.1K
|
4.41K
$368K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-723- 18.62% |
$48.3K - $58.9K
|
3.16K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-727- 4.72% |
$48.5K - $59.2K
|
14.7K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-729- 19.67% |
$48.7K - $59.4K
|
2.98K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-729- 3.78% |
$48.7K - $59.4K
|
18.6K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-740- 3.79% |
$49.4K - $60.3K
|
18.8K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-744- 0.38% |
$49.7K - $60.6K
|
197K
$16.5M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-745- 0.52% |
$49.8K - $60.7K
|
142K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-745- 1.02% |
$49.8K - $60.7K
|
72.3K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-756- 0.68% |
$50.5K - $61.6K
|
111K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-760- 27.61% |
$50.8K - $61.9K
|
1.99K
$166K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-760- 27.61% |
$50.8K - $61.9K
|
1.99K
$166K
|