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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.2K+ 2.4% |
$3.49M - $4.25M
|
2.23M
$186M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
50.7KNew |
$3.39M - $4.13M
|
50.7K
$4.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50.6KNew |
$3.38M - $4.12M
|
50.6K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
50.3K+ 9.3% |
$3.36M - $4.09M
|
591K
$49.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
49.2K+ 19.54% |
$3.28M - $4M
|
301K
$25.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
48.5K+ 25.48% |
$3.24M - $3.95M
|
239K
$19.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
47.4K+ 2.43% |
$3.17M - $3.86M
|
2M
$167M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.1K+ 7.17% |
$3.14M - $3.83M
|
704K
$58.7M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
46.5K+ 116.16% |
$3.11M - $3.79M
|
86.6K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
45.8K+ 4.09% |
$3.06M - $3.73M
|
1.17M
$97.3M
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
44.2K+ 16.38% |
$2.95M - $3.6M
|
314K
$26.2M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
44.2K+ 6.24% |
$2.95M - $3.6M
|
752K
$62.8M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
43.9K+ 24.09% |
$2.93M - $3.57M
|
226K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
43.1K+ 5.58% |
$2.88M - $3.51M
|
815K
$68M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42.6K+ 104.7% |
$2.85M - $3.47M
|
83.4K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
41.4K+ 4.1% |
$2.77M - $3.37M
|
1.05M
$87.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
41K+ 3.6% |
$2.74M - $3.34M
|
1.18M
$98.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
41KNew |
$2.74M - $3.34M
|
41K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
40.5KNew |
$2.71M - $3.3M
|
40.5K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
39.2K+ 22.61% |
$2.61M - $3.19M
|
212K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
38.9KNew |
$2.6M - $3.17M
|
38.9K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
37.2K+ 2.47% |
$2.49M - $3.03M
|
1.54M
$129M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37.1K+ 652.09% |
$2.48M - $3.02M
|
42.8K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37K+ 82.15% |
$2.47M - $3.01M
|
82.1K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.4K+ 47.62% |
$2.43M - $2.96M
|
113K
$9.42M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.4K+ 4.23% |
$2.43M - $2.96M
|
896K
$74.8M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
36.4K+ 97.99% |
$2.43M - $2.96M
|
73.5K
$6.13M
|
|
|
May 12, 2025
Q1 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
36.3K+ 5.06% |
$2.42M - $2.96M
|
754K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
35.1K+ 83.48% |
$2.34M - $2.85M
|
77.1K
$6.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.5K+ 4.06% |
$2.3M - $2.81M
|
884K
$73.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
33.7K+ 4.67% |
$2.25M - $2.74M
|
755K
$63M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
33.7K+ 14.89% |
$2.25M - $2.74M
|
260K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
33.3K+ 3724.72% |
$2.22M - $2.71M
|
34.2K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
32.8K+ 7.15% |
$2.19M - $2.67M
|
491K
$41M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32.3KNew |
$2.16M - $2.63M
|
32.3K
$2.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32K+ 9.15% |
$2.14M - $2.61M
|
382K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
32K+ 15.34% |
$2.14M - $2.6M
|
240K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.7K+ 163.68% |
$2.12M - $2.58M
|
51.1K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
31.5KNew |
$2.1M - $2.57M
|
31.5K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.4KNew |
$2.1M - $2.55M
|
31.4K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
30.8K+ 48.85% |
$2.05M - $2.5M
|
93.7K
$7.82M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.5K+ 8.7% |
$2.04M - $2.49M
|
381K
$31.8M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
30.4K+ 36.32% |
$2.03M - $2.48M
|
114K
$9.52M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
30.4K+ 1.04% |
$2.03M - $2.47M
|
2.95M
$246M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
30K+ 21.46% |
$2.01M - $2.45M
|
170K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
30K+ 135.9% |
$2.01M - $2.45M
|
52.1K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
29.9K+ 64.86% |
$1.99M - $2.43M
|
75.9K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29.6K+ 4148.18% |
$1.98M - $2.41M
|
30.3K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.3K+ 13.74% |
$1.96M - $2.39M
|
243K
$20.3M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
29.2K+ 46.23% |
$1.95M - $2.38M
|
92.4K
$7.71M
|