Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 16.67% |
$1.35K - $2K
|
300
$21.5K
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-7.93KClosed |
$179K - $264K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Vigilare Wealth Management
|
SELL
|
- |
-19KClosed |
$428K - $633K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-40.5KClosed |
$913K - $1.35M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
BUY
|
CALL |
1New |
$22.5 - $33.3
|
1
$71.6
|
|
Jul 20, 2020
Q2 2020
|
Salem Capital Management Inc
|
SELL
|
- |
-50.6KClosed |
$1.14M - $1.69M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Edmp, Inc.
|
SELL
|
- |
-84.5KClosed |
$1.9M - $2.81M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cardinal Capital Management
|
SELL
|
- |
-77.2KClosed |
$1.74M - $2.57M
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-352Closed |
$7.93K - $11.7K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
500New |
$11.3K - $16.7K
|
500
$35.8K
|
|
Jul 13, 2020
Q2 2020
|
Guardian Investment Management
|
SELL
|
- |
-54.2KClosed |
$1.22M - $1.81M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-10.1KClosed |
$227K - $336K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-31.6KClosed |
$712K - $1.05M
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Addenda Capital Inc.
|
SELL
|
- |
-90.6KClosed |
$2.04M - $3.02M
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-46.2KClosed |
$1.04M - $1.54M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-26Closed |
$586 - $866
|
0
$0
|
|
Jul 02, 2020
Q2 2020
|
Birch Capital Management, LLC
|
SELL
|
- |
-850Closed |
$19.2K - $28.3K
|
0
$0
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-300Closed |
$6.76K - $10K
|
0
$0
|
|
Q1 2020 | |||||||
Oct 07, 2022
Q1 2020
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
100KNew |
$2.53M - $5.38M
|
100K
$7.16M
|
|
Aug 14, 2020
Q1 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-6KClosed |
$152K - $323K
|
0
$0
|
|
May 26, 2020
Q1 2020
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-6KClosed |
$152K - $323K
|
0
$0
|
|
May 26, 2020
Q1 2020
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-6KClosed |
$152K - $323K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-3.94KClosed |
$99.4K - $212K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.87KClosed |
$148K - $316K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Forbes J M & CO LLP
|
SELL
|
- |
-194KClosed |
$4.89M - $10.4M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.76KClosed |
$145K - $310K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-121KClosed |
$3.05M - $6.49M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.98KClosed |
$101K - $214K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Theleme Partners LLP
London, X0 |
BUY
|
CALL |
400K+ 7.41% |
$10.1M - $21.5M
|
5.8M
$415M
|
|
May 15, 2020
Q1 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-8.24MClosed |
$208M - $443M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-206KClosed |
$5.19M - $11.1M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-4.18KClosed |
$106K - $225K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-33.3KClosed |
$840K - $1.79M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Caledonia (Private) Investments Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-5.09KClosed |
$128K - $273K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-7.27KClosed |
$184K - $391K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-5.52KClosed |
$139K - $297K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-4.11KClosed |
$104K - $221K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-771Closed |
$19.5K - $41.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.61KClosed |
$142K - $301K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-2.96MClosed |
$74.8M - $159M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
PUT |
-30- 27.27% |
$758 - $1.61K
|
80
$5.73K
|
|
May 14, 2020
Q1 2020
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-7.05KClosed |
$178K - $379K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6.07KClosed |
$153K - $326K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-367KClosed |
$9.26M - $19.7M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-3.94KClosed |
$99.4K - $212K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-260KClosed |
$6.57M - $14M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.16KClosed |
$79.8K - $170K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Birinyi Associates Inc
|
SELL
|
- |
-5.8KClosed |
$146K - $311K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
George Kaiser Family Foundation
|
SELL
|
- |
-35.1KClosed |
$887K - $1.89M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
SELL
|
- |
-1.79MClosed |
$45.3M - $96.4M
|
0
$0
|