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 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.29K- 21.21% |
$220K - $268K
|
12.2K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.32K- 4.37% |
$221K - $270K
|
72.5K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-3.34K- 42.58% |
$223K - $272K
|
4.5K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.34K- 2.16% |
$223K - $272K
|
151K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-3.36K- 51.7% |
$224K - $273K
|
3.14K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-3.41K- 18.77% |
$228K - $278K
|
14.8K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.44K- 8.19% |
$230K - $280K
|
38.5K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.46K- 2.74% |
$231K - $282K
|
123K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.5K- 30.92% |
$234K - $285K
|
7.82K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.57K- 44.04% |
$239K - $291K
|
4.54K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.62K- 8.1% |
$242K - $294K
|
41K
$3.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-3.63K- 1.23% |
$242K - $296K
|
291K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.7K- 4.24% |
$247K - $301K
|
83.6K
$6.98M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.72K- 3.26% |
$248K - $303K
|
110K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-3.73K- 31.7% |
$249K - $303K
|
8.03K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.75K- 12.33% |
$250K - $305K
|
26.6K
$2.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.81K- 35.83% |
$254K - $310K
|
6.82K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3.81K- 11.76% |
$254K - $310K
|
28.6K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.89K- 25.28% |
$260K - $317K
|
11.5K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.91K- 1.15% |
$261K - $319K
|
338K
$28.2M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.98K- 8.36% |
$266K - $324K
|
43.7K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.08K- 32.37% |
$272K - $332K
|
8.52K
$711K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.12K- 1.68% |
$275K - $335K
|
242K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.15K- 46.41% |
$277K - $337K
|
4.79K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.16K- 1.18% |
$278K - $339K
|
348K
$29M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-4.17K- 14.73% |
$278K - $339K
|
24.1K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.2K- 1.52% |
$280K - $342K
|
272K
$22.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.22K- 2.06% |
$282K - $343K
|
201K
$16.8M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-4.23K- 51.18% |
$282K - $344K
|
4.03K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Harbor Island Capital LLC
|
SELL
|
- |
-4.37K- 1.56% |
$292K - $356K
|
276K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.39K- 1.22% |
$293K - $358K
|
354K
$29.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-4.47K- 26.98% |
$298K - $364K
|
12.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-4.48K- 0.14% |
$299K - $365K
|
3.28M
$274M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-4.49K- 33.16% |
$300K - $365K
|
9.05K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.51K- 21.97% |
$301K - $367K
|
16K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.66K- 2.75% |
$311K - $379K
|
165K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.69K- 8.89% |
$313K - $382K
|
48K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.73K- 2.64% |
$316K - $385K
|
174K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-4.82K- 79.89% |
$322K - $392K
|
1.21K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.86K- 39.15% |
$325K - $396K
|
7.55K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-4.89K- 0.29% |
$327K - $398K
|
1.67M
$139M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.97K- 2.19% |
$332K - $405K
|
222K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-4.99K- 9.66% |
$333K - $406K
|
46.7K
$3.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 32.22% |
$334K - $407K
|
10.5K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5K- 22.61% |
$334K - $407K
|
17.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5K- 3.55% |
$334K - $407K
|
136K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-5K- 2.43% |
$334K - $407K
|
201K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.16K- 44.34% |
$344K - $420K
|
6.47K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.33K- 11.51% |
$356K - $434K
|
41K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.4K- 9.54% |
$360K - $440K
|
51.2K
$4.27M
|