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
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.4KNew |
$427K - $521K
|
6.4K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
6.25K+ 407.3% |
$417K - $509K
|
7.78K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.25K+ 43.49% |
$417K - $508K
|
20.6K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 56.33% |
$414K - $505K
|
17.2K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.2KNew |
$414K - $505K
|
6.2K
$517K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
6.2KNew |
$414K - $504K
|
6.2K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.19K+ 22.47% |
$414K - $504K
|
33.8K
$2.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
6.08K+ 45.41% |
$406K - $495K
|
19.5K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.07K+ 61.4% |
$405K - $494K
|
16K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.05K+ 26.6% |
$404K - $493K
|
28.8K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.03K+ 89.78% |
$403K - $491K
|
12.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.85K+ 0.94% |
$391K - $476K
|
628K
$52.4M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.69KNew |
$380K - $463K
|
5.69K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.55K+ 27.01% |
$370K - $451K
|
26.1K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.51K+ 9.01% |
$368K - $449K
|
66.6K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
5.46KNew |
$364K - $444K
|
5.46K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.43KNew |
$363K - $442K
|
5.43K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
5.41K+ 3.16% |
$361K - $440K
|
176K
$14.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
5.39K+ 1.9% |
$360K - $439K
|
289K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 19.38% |
$359K - $438K
|
33.1K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.37KNew |
$358K - $437K
|
5.37K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.34K+ 13.13% |
$357K - $435K
|
46K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.29K+ 62.89% |
$353K - $430K
|
13.7K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.2K+ 68.25% |
$347K - $423K
|
12.8K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17KNew |
$345K - $421K
|
5.17K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.11K+ 166.44% |
$341K - $416K
|
8.19K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.1K+ 4.78% |
$341K - $415K
|
112K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
5.07K+ 13.59% |
$338K - $412K
|
42.3K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
5.05K+ 68.41% |
$337K - $411K
|
12.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$337K - $411K
|
5.05K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.04KNew |
$337K - $410K
|
5.04K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.96K+ 6.44% |
$331K - $404K
|
81.9K
$6.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 13.39% |
$330K - $403K
|
41.9K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.92K+ 12.09% |
$328K - $400K
|
45.6K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4.9K+ 28.53% |
$327K - $399K
|
22.1K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.85KNew |
$324K - $395K
|
4.85K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 50.57% |
$322K - $393K
|
14.4K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.76K+ 37.04% |
$318K - $388K
|
17.6K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.72K+ 34.29% |
$315K - $384K
|
18.5K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.71K+ 4.92% |
$314K - $383K
|
100K
$8.38M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.7K+ 9.89% |
$314K - $383K
|
52.2K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.7KNew |
$314K - $383K
|
4.7K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 16.25% |
$310K - $378K
|
33.2K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.64K+ 27.05% |
$310K - $378K
|
21.8K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$307K - $375K
|
4.6K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.58K+ 8.48% |
$306K - $373K
|
58.6K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.58KNew |
$306K - $373K
|
4.58K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$303K - $370K
|
4.54K
$379K
|