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 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29.6K+ 4148.18% |
$1.98M - $2.41M
|
30.3K
$2.45M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.3K+ 13.74% |
$1.96M - $2.39M
|
243K
$19.6M
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
29.2K+ 46.23% |
$1.95M - $2.38M
|
92.4K
$7.45M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
29.1K+ 55.93% |
$1.94M - $2.37M
|
81.2K
$6.55M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
28.7K+ 6.42% |
$1.92M - $2.34M
|
476K
$38.4M
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
28.7K+ 3.8% |
$1.91M - $2.33M
|
783K
$63.2M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28.3K+ 7.68% |
$1.89M - $2.31M
|
397K
$32.1M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
27.7K+ 3463.67% |
$1.85M - $2.26M
|
28.5K
$2.3M
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
27.5KNew |
$1.84M - $2.24M
|
27.5K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.5K+ 10.92% |
$1.84M - $2.24M
|
279K
$22.5M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.4K+ 33.7% |
$1.83M - $2.23M
|
109K
$8.76M
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
26.6KNew |
$1.78M - $2.17M
|
26.6K
$2.15M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25.2K+ 63.75% |
$1.68M - $2.05M
|
64.6K
$5.21M
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
25.2K+ 17.51% |
$1.68M - $2.05M
|
169K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
25KNew |
$1.67M - $2.04M
|
25K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
24.7KNew |
$1.65M - $2.01M
|
24.7K
$1.99M
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24.5KNew |
$1.64M - $2M
|
24.5K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
24.5K+ 161.3% |
$1.64M - $2M
|
39.7K
$3.21M
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
24KNew |
$1.61M - $1.96M
|
24K
$1.94M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
23.9K+ 31.76% |
$1.6M - $1.95M
|
99.2K
$8M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.8K+ 99029.17% |
$1.59M - $1.94M
|
23.8K
$1.92M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
23.8K+ 3.06% |
$1.59M - $1.93M
|
801K
$64.6M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
23.8K+ 58.97% |
$1.59M - $1.93M
|
64K
$5.17M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.5K+ 89.0% |
$1.57M - $1.91M
|
49.9K
$4.02M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
23.3K+ 159.43% |
$1.56M - $1.9M
|
37.9K
$3.06M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
23K+ 129.86% |
$1.53M - $1.87M
|
40.6K
$3.28M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.8K+ 51.72% |
$1.52M - $1.85M
|
66.8K
$5.39M
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
BUY
|
- |
22.7KNew |
$1.52M - $1.85M
|
22.7K
$1.83M
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
22.3K+ 117.14% |
$1.49M - $1.81M
|
41.3K
$3.33M
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
21.5K+ 16.79% |
$1.44M - $1.75M
|
150K
$12.1M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21.2K+ 284.51% |
$1.42M - $1.73M
|
28.7K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21K+ 10.67% |
$1.4M - $1.71M
|
218K
$17.6M
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
20.8KNew |
$1.39M - $1.7M
|
20.8K
$1.68M
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20.8K+ 201.01% |
$1.39M - $1.69M
|
31.1K
$2.51M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
20.8K+ 14.0% |
$1.39M - $1.69M
|
169K
$13.7M
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
20.8KNew |
$1.39M - $1.69M
|
20.8K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
20.3KNew |
$1.36M - $1.66M
|
20.3K
$1.64M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19.9K+ 5.62% |
$1.33M - $1.62M
|
374K
$30.1M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.8K+ 2.56% |
$1.32M - $1.61M
|
791K
$63.8M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
19.5K+ 13.45% |
$1.3M - $1.59M
|
165K
$13.3M
|
|
May 13, 2025
Q1 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
19.4KNew |
$1.3M - $1.58M
|
19.4K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
19.3K+ 109.04% |
$1.29M - $1.57M
|
37.1K
$2.99M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.9KNew |
$1.26M - $1.54M
|
18.9K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.7K+ 46.19% |
$1.25M - $1.52M
|
59.3K
$4.78M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
18.6KNew |
$1.24M - $1.52M
|
18.6K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
18.3K+ 19.36% |
$1.22M - $1.49M
|
113K
$9.11M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.2K+ 18.49% |
$1.22M - $1.49M
|
117K
$9.43M
|
|
May 15, 2025
Q1 2025
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
BUY
|
- |
18KNew |
$1.2M - $1.47M
|
18K
$1.45M
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
18K+ 16.01% |
$1.2M - $1.46M
|
130K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.9KNew |
$1.19M - $1.46M
|
17.9K
$1.44M
|