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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.37K- 4.34% |
$91.5K - $112K
|
30.2K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.37K- 1.95% |
$91.5K - $112K
|
69.1K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.39K- 1.09% |
$92.5K - $113K
|
125K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.39K- 5.76% |
$93K - $113K
|
22.8K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 6.05% |
$93.5K - $114K
|
21.7K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.43K- 1.84% |
$95.6K - $117K
|
76.3K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.46K- 26.7% |
$97.4K - $119K
|
4.01K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.48K- 1.83% |
$98.8K - $121K
|
79.2K
$6.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 33.9% |
$100K - $122K
|
2.93K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.53K- 24.02% |
$102K - $124K
|
4.83K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.54K- 4.51% |
$103K - $125K
|
32.6K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.57K- 6.5% |
$105K - $128K
|
22.6K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.61K- 9.64% |
$107K - $131K
|
15K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.63K- 8.23% |
$109K - $133K
|
18.2K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 7.32% |
$110K - $135K
|
20.9K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Persistent Asset Partners LTD
Hong Kong, K3 |
SELL
|
- |
-1.66K- 13.38% |
$111K - $135K
|
10.8K
$898K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.67K- 0.46% |
$111K - $136K
|
360K
$30M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.67K- 5.33% |
$112K - $136K
|
29.7K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.77K- 13.04% |
$118K - $144K
|
11.8K
$984K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.78K- 25.4% |
$119K - $145K
|
5.21K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.8K- 9.17% |
$120K - $146K
|
17.8K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.81K- 26.12% |
$121K - $147K
|
5.12K
$427K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.83K- 4.11% |
$122K - $149K
|
42.7K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 10.66% |
$125K - $152K
|
15.7K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.89K- 17.12% |
$126K - $154K
|
9.13K
$762K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.89K- 9.11% |
$126K - $154K
|
18.9K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.89K- 8.59% |
$126K - $154K
|
20.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-1.93K- 3.25% |
$129K - $157K
|
57.3K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.94K- 0.96% |
$129K - $158K
|
199K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.95K- 22.69% |
$130K - $158K
|
6.63K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.95K- 29.07% |
$130K - $159K
|
4.77K
$398K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
SELL
|
- |
-1.98K- 1.73% |
$132K - $161K
|
112K
$9.35M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.99K- 3.81% |
$133K - $162K
|
50.2K
$4.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$134K - $163K
|
10K
$834K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2K- 18.26% |
$134K - $163K
|
8.97K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.01K- 11.26% |
$134K - $164K
|
15.9K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.02K- 8.8% |
$135K - $164K
|
20.9K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.19% |
$135K - $165K
|
10.5K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.08K- 6.97% |
$139K - $169K
|
27.7K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.09K- 31.0% |
$139K - $170K
|
4.64K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 4.47% |
$140K - $171K
|
45K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.12K- 0.87% |
$142K - $173K
|
242K
$20.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-2.13K- 8.74% |
$142K - $173K
|
22.2K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.13K- 11.23% |
$142K - $173K
|
16.8K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-2.13K- 20.58% |
$142K - $173K
|
8.22K
$686K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 11.68% |
$144K - $175K
|
16.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 0.74% |
$145K - $177K
|
290K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-2.18K- 5.06% |
$146K - $178K
|
41K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-2.19K- 24.71% |
$146K - $178K
|
6.67K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 1.23% |
$147K - $179K
|
177K
$14.8M
|