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 |
|---|---|---|---|---|---|---|---|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-760- 27.61% |
$50.8K - $61.9K
|
1.99K
$166K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-765- 16.77% |
$51.1K - $62.3K
|
3.8K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-768- 4.21% |
$51.3K - $62.5K
|
17.5K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-781- 0.57% |
$52.2K - $63.6K
|
135K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-784- 1.52% |
$52.4K - $63.8K
|
50.7K
$4.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-786- 4.17% |
$52.5K - $64K
|
18.1K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-788- 1.05% |
$52.6K - $64.2K
|
74K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-790- 19.96% |
$52.8K - $64.3K
|
3.17K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-792- 18.72% |
$52.9K - $64.5K
|
3.44K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-796- 5.57% |
$53.2K - $64.8K
|
13.5K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-800- 3.21% |
$53.4K - $65.1K
|
24.2K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-800- 0.61% |
$53.4K - $65.1K
|
130K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-807- 7.15% |
$53.9K - $65.7K
|
10.5K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-823- 5.95% |
$55K - $67K
|
13K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-829- 3.59% |
$55.4K - $67.5K
|
22.2K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-836- 1.86% |
$55.8K - $68.1K
|
44.2K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-842- 2.82% |
$56.2K - $68.6K
|
29K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-847- 4.21% |
$56.6K - $69K
|
19.2K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-849- 17.51% |
$56.7K - $69.1K
|
4K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-850- 5.04% |
$56.8K - $69.2K
|
16K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-860- 4.43% |
$57.4K - $70K
|
18.5K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-875- 4.51% |
$58.4K - $71.2K
|
18.5K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-884- 18.58% |
$59K - $72K
|
3.87K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-885- 5.4% |
$59.1K - $72.1K
|
15.5K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-889- 19.72% |
$59.4K - $72.4K
|
3.62K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-889- 14.32% |
$59.4K - $72.4K
|
5.32K
$444K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-895- 2.26% |
$59.8K - $72.9K
|
38.8K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-899- 22.26% |
$60K - $73.2K
|
3.14K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-902- 11.96% |
$60.2K - $73.4K
|
6.64K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-908- 2.31% |
$60.6K - $73.9K
|
38.3K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-910- 4.76% |
$60.8K - $74.1K
|
18.2K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-912- 4.6% |
$60.9K - $74.3K
|
18.9K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-917- 4.37% |
$61.2K - $74.7K
|
20.1K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-918- 4.79% |
$61.3K - $74.7K
|
18.2K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-928- 6.02% |
$62K - $75.6K
|
14.5K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-942- 10.4% |
$62.9K - $76.7K
|
8.12K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-951- 17.58% |
$63.5K - $77.4K
|
4.46K
$372K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-960- 25.82% |
$64.1K - $78.2K
|
2.76K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-961- 9.63% |
$64.2K - $78.2K
|
9.02K
$753K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-964- 13.58% |
$64.4K - $78.5K
|
6.14K
$512K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-965- 15.01% |
$64.4K - $78.6K
|
5.46K
$456K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-968- 6.29% |
$64.6K - $78.8K
|
14.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-969- 1.45% |
$64.7K - $78.9K
|
65.9K
$5.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-970- 2.77% |
$64.8K - $79K
|
34K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-972- 6.48% |
$64.9K - $79.1K
|
14K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-980- 20.43% |
$65.4K - $79.8K
|
3.82K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
SELL
|
- |
-992- 16.45% |
$66.2K - $80.8K
|
5.04K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-993- 3.56% |
$66.3K - $80.9K
|
26.9K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-995- 3.06% |
$66.4K - $81K
|
31.5K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-996- 13.06% |
$66.5K - $81.1K
|
6.63K
$553K
|