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 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
16.9K+ 151.69% |
$1.13M - $1.37M
|
28K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.9K+ 5.93% |
$1.13M - $1.37M
|
302K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 69.4% |
$1.12M - $1.37M
|
41.1K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
16.7K+ 9.69% |
$1.12M - $1.36M
|
189K
$15.8M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
16.5KNew |
$1.1M - $1.34M
|
16.5K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
16.3K+ 103.65% |
$1.09M - $1.33M
|
32.1K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.8K+ 5.11% |
$1.06M - $1.29M
|
325K
$27.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
15.8KNew |
$1.05M - $1.28M
|
15.8K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
15.4KNew |
$1.03M - $1.25M
|
15.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15KNew |
$999K - $1.22M
|
15K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 10.51% |
$990K - $1.21M
|
156K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.7KNew |
$985K - $1.2M
|
14.7K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 2.11% |
$975K - $1.19M
|
705K
$58.8M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
14.5K+ 30.59% |
$968K - $1.18M
|
61.9K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
14.5K+ 32.55% |
$967K - $1.18M
|
59K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
14.4K+ 23.0% |
$962K - $1.17M
|
77K
$6.43M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.1KNew |
$941K - $1.15M
|
14.1K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.1K+ 7.9% |
$941K - $1.15M
|
192K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
13.6K+ 0.21% |
$907K - $1.11M
|
6.41M
$535M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 53.68% |
$892K - $1.09M
|
38.2K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13K+ 6.64% |
$869K - $1.06M
|
209K
$17.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
13K+ 4.18% |
$869K - $1.06M
|
324K
$27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
13K+ 55.19% |
$869K - $1.06M
|
36.6K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
12.9K+ 213.77% |
$864K - $1.05M
|
19K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$861K - $1.05M
|
12.9K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 22.47% |
$854K - $1.04M
|
69.7K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
12.7K+ 12.8% |
$851K - $1.04M
|
112K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
12.5KNew |
$838K - $1.02M
|
12.5K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
12.2K+ 28.82% |
$818K - $997K
|
54.7K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$801K - $977K
|
12K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.7KNew |
$781K - $953K
|
11.7K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
11.7K+ 41.21% |
$779K - $949K
|
40K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
11.5K+ 73.51% |
$771K - $940K
|
27.3K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
11.4K+ 5.42% |
$760K - $926K
|
221K
$18.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.3K+ 3.47% |
$752K - $917K
|
335K
$28M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
11K+ 255.87% |
$735K - $896K
|
15.3K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.9KNew |
$730K - $890K
|
10.9K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
10.8KNew |
$719K - $876K
|
10.8K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 10.53% |
$705K - $859K
|
111K
$9.24M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
10.4KNew |
$694K - $846K
|
10.4K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 4.88% |
$690K - $841K
|
222K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
10.2K+ 34.24% |
$678K - $827K
|
39.8K
$3.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
10K+ 56.84% |
$668K - $814K
|
27.6K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$668K - $814K
|
10K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
10K+ 313.58% |
$668K - $814K
|
13.2K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.91KNew |
$662K - $807K
|
9.91K
$826K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.87K+ 108.41% |
$659K - $804K
|
19K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.87KNew |
$659K - $803K
|
9.87K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.85K+ 37.86% |
$658K - $802K
|
35.9K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
9.78K+ 17.73% |
$653K - $796K
|
64.9K
$5.42M
|