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
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.82K- 18.05% |
$589K - $718K
|
40.1K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8.82K- 2.03% |
$589K - $718K
|
425K
$35.5M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-8.86K- 16.5% |
$591K - $721K
|
44.8K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.89K- 70.14% |
$593K - $723K
|
3.78K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-8.89K- 46.98% |
$594K - $724K
|
10K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-8.98K- 69.39% |
$599K - $731K
|
3.96K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.98K- 3.75% |
$600K - $731K
|
231K
$19.2M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-8.99K- 12.4% |
$600K - $732K
|
63.5K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-9K- 15.66% |
$601K - $733K
|
48.5K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-9.12K- 3.9% |
$609K - $742K
|
225K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-9.15K- 15.29% |
$611K - $745K
|
50.7K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-9.18K- 37.13% |
$613K - $747K
|
15.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.19K- 33.76% |
$614K - $748K
|
18K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-9.49K- 71.35% |
$634K - $773K
|
3.81K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.58K- 67.22% |
$640K - $780K
|
4.67K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9.59K- 34.21% |
$640K - $780K
|
18.4K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.71K- 20.78% |
$648K - $790K
|
37K
$3.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.8K- 98.5% |
$655K - $798K
|
149
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-9.99K- 48.21% |
$667K - $813K
|
10.7K
$895K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-10K- 15.21% |
$669K - $816K
|
55.9K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 2.47% |
$674K - $822K
|
399K
$33.3M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.2K- 11.7% |
$684K - $834K
|
77.3K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-10.2K- 41.31% |
$684K - $834K
|
14.6K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-10.3K- 0.63% |
$688K - $839K
|
1.62M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10.5K- 22.69% |
$699K - $852K
|
35.7K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-10.5K- 54.25% |
$701K - $855K
|
8.85K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 33.33% |
$701K - $855K
|
21K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.6K- 28.04% |
$708K - $863K
|
27.2K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-10.7K- 8.4% |
$716K - $873K
|
117K
$9.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-10.8K- 9.22% |
$719K - $876K
|
106K
$8.85M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11K- 1.38% |
$734K - $895K
|
786K
$65.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-11K- 6.73% |
$734K - $895K
|
152K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 32.94% |
$748K - $912K
|
22.8K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11.3K- 50.0% |
$753K - $919K
|
11.3K
$941K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-11.4K- 13.69% |
$758K - $924K
|
71.6K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-11.4K- 8.35% |
$764K - $932K
|
126K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.5K- 1.2% |
$768K - $936K
|
945K
$78.9M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 16.94% |
$771K - $940K
|
56.6K
$4.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-11.8K- 2.74% |
$786K - $958K
|
418K
$34.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11.8K- 12.4% |
$787K - $960K
|
83.3K
$6.95M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-12.1K- 14.94% |
$810K - $987K
|
69K
$5.76M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.2K- 8.01% |
$816K - $995K
|
140K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-12.4K- 2.62% |
$825K - $1.01M
|
459K
$38.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-12.4K- 32.53% |
$826K - $1.01M
|
25.7K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 6.53% |
$826K - $1.01M
|
177K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 2.9% |
$828K - $1.01M
|
415K
$34.7M
|
|
|
May 08, 2025
Q1 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-12.5K- 1.7% |
$832K - $1.01M
|
721K
$60.1M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-12.5K- 0.81% |
$838K - $1.02M
|
1.54M
$128M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 11.06% |
$845K - $1.03M
|
102K
$8.49M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13K- 4.55% |
$867K - $1.06M
|
272K
$22.7M
|