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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$303K - $369K
|
4.54K
$378K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.52KNew |
$302K - $368K
|
4.52K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.5KNew |
$301K - $366K
|
4.5K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.41K+ 7.87% |
$294K - $359K
|
60.4K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39KNew |
$293K - $357K
|
4.39K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.38K+ 8.88% |
$292K - $357K
|
53.7K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.23K+ 17.69% |
$283K - $345K
|
28.2K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.21K+ 6.37% |
$281K - $343K
|
70.3K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.2K+ 50.31% |
$281K - $342K
|
12.6K
$1.05M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.2K+ 84.19% |
$280K - $342K
|
9.19K
$767K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.17KNew |
$279K - $340K
|
4.17K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 12.93% |
$278K - $339K
|
36.3K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.14KNew |
$276K - $337K
|
4.14K
$345K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.13K+ 44.37% |
$276K - $336K
|
13.4K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.07K+ 0.96% |
$272K - $332K
|
430K
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.07K+ 14.74% |
$272K - $331K
|
31.7K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.02K+ 43.63% |
$269K - $327K
|
13.2K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.99KNew |
$266K - $325K
|
3.99K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.97K+ 23.06% |
$265K - $323K
|
21.2K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.96K+ 10.44% |
$264K - $322K
|
41.9K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.94KNew |
$263K - $321K
|
3.94K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.94K+ 2.03% |
$263K - $321K
|
198K
$16.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.92KNew |
$262K - $319K
|
3.92K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.91K+ 15.66% |
$261K - $318K
|
28.9K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
3.9KNew |
$260K - $317K
|
3.9K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.87KNew |
$258K - $315K
|
3.87K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 76.0% |
$257K - $314K
|
8.92K
$744K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.81K+ 16.7% |
$254K - $310K
|
26.6K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.78K+ 7.65% |
$252K - $308K
|
53.2K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.77K+ 28.67% |
$252K - $307K
|
16.9K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.77K+ 123.83% |
$252K - $307K
|
6.81K
$568K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.68KNew |
$245K - $299K
|
3.68K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.66K+ 34.89% |
$244K - $298K
|
14.1K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.57K+ 7.48% |
$238K - $291K
|
51.3K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.53KNew |
$236K - $287K
|
3.53K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
3.53KNew |
$235K - $287K
|
3.53K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.53K+ 11.38% |
$235K - $287K
|
34.5K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.52K+ 80.88% |
$235K - $286K
|
7.86K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.48KNew |
$232K - $283K
|
3.48K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.47K+ 12.62% |
$232K - $283K
|
31K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.47K+ 107.75% |
$232K - $283K
|
6.7K
$559K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.46K+ 54.3% |
$231K - $282K
|
9.83K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 18.09% |
$230K - $281K
|
22.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.44KNew |
$230K - $280K
|
3.44K
$287K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.4K+ 13.67% |
$227K - $277K
|
28.3K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.4KNew |
$227K - $277K
|
3.4K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.39K+ 5.51% |
$226K - $276K
|
64.9K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.35K+ 0.93% |
$223K - $272K
|
364K
$30.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.34K+ 20.96% |
$223K - $272K
|
19.3K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.32KNew |
$222K - $270K
|
3.32K
$277K
|