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 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.6K- 17.26% |
$374K - $456K
|
26.8K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-5.6K- 6.39% |
$374K - $456K
|
82K
$6.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.62K- 45.16% |
$375K - $457K
|
6.82K
$569K
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.68K- 4.85% |
$379K - $462K
|
111K
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-5.78K- 1.19% |
$386K - $471K
|
479K
$40M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.87K- 4.67% |
$392K - $478K
|
120K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-5.9K- 7.95% |
$394K - $480K
|
68.3K
$5.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.92K- 10.53% |
$395K - $482K
|
50.3K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.95K- 26.67% |
$397K - $484K
|
16.4K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.01K- 5.93% |
$401K - $489K
|
95.4K
$7.96M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-6.03K- 8.33% |
$403K - $491K
|
66.3K
$5.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-6.12K- 5.06% |
$409K - $498K
|
115K
$9.59M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6.19K- 14.88% |
$413K - $504K
|
35.4K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-6.2K- 17.6% |
$414K - $504K
|
29K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6.3K- 14.0% |
$420K - $513K
|
38.7K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-6.47K- 5.82% |
$432K - $526K
|
105K
$8.72M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.53K- 12.28% |
$436K - $531K
|
46.6K
$3.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-6.64K- 19.35% |
$443K - $541K
|
27.7K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-6.68K- 0.85% |
$446K - $544K
|
774K
$64.6M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6.69K- 11.27% |
$447K - $545K
|
52.7K
$4.39M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.7K- 4.13% |
$447K - $546K
|
156K
$13M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-6.7K- 65.66% |
$448K - $546K
|
3.51K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-6.81K- 13.62% |
$455K - $555K
|
43.2K
$3.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.91K- 16.26% |
$461K - $563K
|
35.6K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.92K- 0.45% |
$462K - $563K
|
1.54M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-7.01K- 61.48% |
$468K - $571K
|
4.39K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.06K- 7.69% |
$471K - $574K
|
84.6K
$7.06M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.11K- 1.59% |
$475K - $579K
|
440K
$36.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.12K- 66.69% |
$475K - $579K
|
3.55K
$297K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.16K- 6.54% |
$478K - $583K
|
102K
$8.54M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.38K- 54.76% |
$493K - $600K
|
6.09K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-7.64K- 1.38% |
$510K - $622K
|
545K
$45.5M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-7.83K- 16.3% |
$523K - $637K
|
40.2K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.85K- 8.11% |
$524K - $639K
|
89K
$7.42M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8.07K- 98.61% |
$539K - $657K
|
114
$9.51K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-8.13K- 36.7% |
$543K - $662K
|
14K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-8.25K- 18.63% |
$551K - $672K
|
36K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.27K- 3.31% |
$552K - $673K
|
241K
$20.1M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-8.28K- 2.04% |
$553K - $674K
|
398K
$33.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-8.31K- 7.85% |
$555K - $677K
|
97.6K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.45K- 2.3% |
$564K - $688K
|
359K
$30M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-8.46K- 10.89% |
$565K - $689K
|
69.3K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.48K- 4.11% |
$566K - $691K
|
198K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.52K- 62.66% |
$569K - $693K
|
5.08K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-8.53K- 2.03% |
$570K - $695K
|
411K
$34.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.59K- 11.29% |
$574K - $700K
|
67.5K
$5.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-8.61K- 90.73% |
$575K - $701K
|
879
$73.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-8.61K- 1.53% |
$575K - $701K
|
555K
$46.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.64K- 19.19% |
$577K - $703K
|
36.4K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-8.82K- 56.16% |
$589K - $718K
|
6.88K
$574K
|