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 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.24K- 27.55% |
$150K - $182K
|
5.89K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.27K- 10.39% |
$151K - $184K
|
19.5K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.29K- 3.76% |
$153K - $186K
|
58.6K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-2.29K- 3.86% |
$153K - $187K
|
57.2K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.31K- 4.38% |
$154K - $188K
|
50.4K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.31K- 11.49% |
$155K - $188K
|
17.8K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2.37K- 0.94% |
$158K - $193K
|
249K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.39K- 44.38% |
$160K - $195K
|
3K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.41K- 7.17% |
$161K - $196K
|
31.2K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 4.66% |
$161K - $196K
|
49.4K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.49K- 17.96% |
$166K - $203K
|
11.4K
$949K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.49K- 45.76% |
$166K - $203K
|
2.95K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.51K- 3.28% |
$167K - $204K
|
73.9K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.51K- 1.71% |
$168K - $205K
|
145K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.59K- 9.15% |
$173K - $211K
|
25.7K
$2.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-2.6K- 7.05% |
$174K - $212K
|
34.3K
$2.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.62K- 12.1% |
$175K - $213K
|
19K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.62K- 17.66% |
$175K - $213K
|
12.2K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.63K- 0.09% |
$175K - $214K
|
2.83M
$236M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.65K- 31.63% |
$177K - $216K
|
5.74K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2.7K- 23.64% |
$180K - $220K
|
8.72K
$727K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.74K- 16.56% |
$183K - $223K
|
13.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.76KClosed |
$184K - $224K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.76K- 5.23% |
$184K - $225K
|
50K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.79K- 47.29% |
$186K - $227K
|
3.11K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.8K- 43.08% |
$187K - $228K
|
3.7K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.8K- 13.75% |
$187K - $228K
|
17.6K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-2.8K- 8.97% |
$187K - $228K
|
28.4K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.81K- 5.11% |
$188K - $229K
|
52.2K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.82K- 12.03% |
$188K - $229K
|
20.6K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.83K- 15.27% |
$189K - $230K
|
15.7K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.83K- 0.99% |
$189K - $230K
|
283K
$23.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.85K- 16.81% |
$190K - $232K
|
14.1K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.85K- 16.33% |
$190K - $232K
|
14.6K
$1.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.91K- 2.55% |
$194K - $237K
|
111K
$9.27M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2.91K- 99.45% |
$194K - $237K
|
16
$1.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-3K- 11.32% |
$200K - $244K
|
23.5K
$1.96M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3K- 9.44% |
$201K - $245K
|
28.8K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-3.01K- 14.42% |
$201K - $245K
|
17.8K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.01K- 4.17% |
$201K - $245K
|
69.2K
$5.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.04K- 45.23% |
$203K - $247K
|
3.68K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.05K- 11.76% |
$203K - $248K
|
22.8K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-3.09K- 7.68% |
$206K - $251K
|
37.1K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-3.1K- 0.26% |
$207K - $252K
|
1.21M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.12K- 3.4% |
$208K - $254K
|
88.4K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.14K- 19.86% |
$210K - $256K
|
12.7K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.15K- 32.15% |
$210K - $256K
|
6.64K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.18K- 5.82% |
$212K - $259K
|
51.4K
$4.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-3.23K- 3.37% |
$215K - $263K
|
92.6K
$7.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.23K- 14.19% |
$215K - $263K
|
19.5K
$1.63M
|