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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-45KClosed |
$1.9M - $2.3M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-23.8KClosed |
$1.01M - $1.22M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alleghany Corp
|
SELL
|
- |
-346K- 12.34% |
$14.6M - $17.7M
|
2.46M
$197M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$8.03K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-974Closed |
$41.2K - $49.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.88KClosed |
$207K - $250K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
8KNew |
$339K - $409K
|
8K
$642K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.7KClosed |
$199K - $240K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
7.5KNew |
$317K - $384K
|
7.5K
$602K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6.75KClosed |
$286K - $345K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-121Closed |
$5.12K - $6.19K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-8.17KClosed |
$346K - $418K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-98.7KClosed |
$4.18M - $5.05M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-65.4KClosed |
$2.77M - $3.35M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
81.2KNew |
$3.44M - $4.15M
|
81.2K
$6.52M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-229Closed |
$9.69K - $11.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.68KClosed |
$198K - $239K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-65.6KClosed |
$2.78M - $3.35M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
CALL |
-500- 18.52% |
$21.2K - $25.6K
|
2.2K
$177K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-326Closed |
$13.8K - $16.7K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-847Closed |
$35.8K - $43.3K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
815New |
$34.5K - $41.7K
|
815
$65.4K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.32KClosed |
$225K - $272K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.02MClosed |
$43.3M - $52.3M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-519Closed |
$22K - $26.5K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-421- 76.82% |
$17.8K - $21.5K
|
127
$10.2K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
339+ 11.54% |
$13.4K - $16.2K
|
3.28K
$263K
|
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-272Closed |
$10.7K - $13K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-5.6KClosed |
$221K - $268K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
6.35KNew |
$251K - $304K
|
6.35K
$510K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
9.97KNew |
$394K - $477K
|
9.97K
$800K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
5.32KNew |
$210K - $255K
|
5.32K
$427K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
CALL |
8KNew |
$316K - $383K
|
8K
$642K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.55KClosed |
$61.2K - $74.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-50.2KClosed |
$1.98M - $2.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-194KClosed |
$7.65M - $9.29M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
CALL |
-345KClosed |
$13.6M - $16.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Granite Point Capital Management, L.P.
|
SELL
|
CALL |
-50KClosed |
$1.97M - $2.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
SELL
|
- |
-1.71MClosed |
$67.6M - $82M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-779Closed |
$30.8K - $37.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.1KNew |
$794K - $963K
|
20.1K
$1.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-78.9KClosed |
$3.12M - $3.78M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-10.2KClosed |
$401K - $487K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.46KClosed |
$216K - $262K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
15K+ 48.43% |
$592K - $719K
|
46K
$3.69M
|
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.44KClosed |
$294K - $356K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
412New |
$16.3K - $19.7K
|
412
$33.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
- |
-35KClosed |
$1.38M - $1.68M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$3.95M - $4.79M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Rp Investment Advisors LP
Toronto, A6 |
SELL
|
- |
-142KClosed |
$5.62M - $6.82M
|
0
$0
|
|