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 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.73K+ 53.2% |
$650K - $792K
|
28K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
9.7KNew |
$648K - $790K
|
9.7K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.63K+ 308.42% |
$643K - $784K
|
12.8K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.55K+ 9.96% |
$638K - $778K
|
105K
$8.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.54K+ 19.66% |
$637K - $777K
|
58K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.35K+ 1.44% |
$624K - $761K
|
661K
$55.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
9.29KNew |
$620K - $756K
|
9.29K
$775K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.28K+ 13.7% |
$619K - $755K
|
77K
$6.42M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
9.22K+ 12.48% |
$616K - $751K
|
83.2K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.16K+ 220.2% |
$612K - $746K
|
13.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.14K+ 17.06% |
$611K - $745K
|
62.8K
$5.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
9.08K+ 1.51% |
$606K - $739K
|
609K
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
8.91KNew |
$595K - $725K
|
8.91K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
8.82K+ 4.91% |
$589K - $718K
|
189K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.58KNew |
$573K - $699K
|
8.58K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.5K+ 15.84% |
$567K - $692K
|
62.2K
$5.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.42K+ 162.76% |
$562K - $685K
|
13.6K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.4K+ 50.0% |
$561K - $684K
|
25.2K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.25K+ 10.37% |
$551K - $672K
|
87.8K
$7.32M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.24K+ 142.18% |
$550K - $671K
|
14K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.13K+ 6.28% |
$543K - $662K
|
138K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
8.09K+ 8337.11% |
$540K - $658K
|
8.18K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
8.04KNew |
$537K - $654K
|
8.04K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8K+ 5.04% |
$534K - $651K
|
167K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
8KNew |
$534K - $651K
|
8K
$667K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.99KNew |
$533K - $650K
|
7.99K
$666K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.94K+ 13.41% |
$530K - $646K
|
67.1K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
7.93K+ 4.6% |
$530K - $646K
|
180K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.13% |
$521K - $635K
|
84.8K
$7.08M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.75K+ 3.5% |
$518K - $631K
|
229K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
7.74K+ 2.42% |
$517K - $630K
|
328K
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
7.63KNew |
$509K - $621K
|
7.63K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.55KNew |
$504K - $615K
|
7.55K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.52K+ 159.3% |
$502K - $612K
|
12.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.43KNew |
$496K - $605K
|
7.43K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.4K+ 11.69% |
$494K - $602K
|
70.6K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
7.38K+ 1.8% |
$493K - $601K
|
417K
$34.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.37KNew |
$492K - $600K
|
7.37K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
7.32KNew |
$489K - $596K
|
7.32K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
7.25KNew |
$484K - $590K
|
7.25K
$605K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
BUY
|
- |
7.2K+ 17.57% |
$481K - $586K
|
48.2K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.16KNew |
$478K - $583K
|
7.16K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.93KNew |
$463K - $565K
|
6.93K
$579K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.93K+ 0.56% |
$463K - $564K
|
1.24M
$104M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.85K+ 34.19% |
$458K - $558K
|
26.9K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.71K+ 8.29% |
$448K - $546K
|
87.6K
$7.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
6.55K+ 104.07% |
$437K - $533K
|
12.8K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.55KNew |
$437K - $533K
|
6.55K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6.49KNew |
$434K - $529K
|
6.49K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.47K+ 17.87% |
$432K - $527K
|
42.6K
$3.56M
|