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 |
---|---|---|---|---|---|---|---|
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
|
|
Aug 12, 2021
Q2 2021
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-140KClosed |
$5.54M - $6.72M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-47KClosed |
$1.85M - $2.25M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-15.5KClosed |
$611K - $741K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Gruss & Co., LLC
|
SELL
|
- |
-25KClosed |
$987K - $1.2M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
PUT |
-10KClosed |
$395K - $479K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.44KClosed |
$96.3K - $117K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.5KClosed |
$178K - $216K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-391Closed |
$15.4K - $18.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-5.82K- 28.03% |
$230K - $279K
|
14.9K
$1.2M
|
|
Aug 09, 2021
Q2 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
PUT |
-10KClosed |
$395K - $479K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
CALL |
-100- 50.0% |
$3.95K - $4.79K
|
100
$8.03K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-995Closed |
$39.3K - $47.7K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.47KClosed |
$137K - $166K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
536New |
$21.2K - $25.7K
|
536
$43K
|
|
Aug 04, 2021
Q2 2021
|
Guy Spier
Aquamarine Capital Management, LLC
|
SELL
|
- |
-152KClosed |
$5.99M - $7.27M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-118KClosed |
$4.66M - $5.66M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-29.1K- 68.63% |
$1.15M - $1.39M
|
13.3K
$1.07M
|
|
Aug 03, 2021
Q2 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-12.9KClosed |
$510K - $618K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
4+ 400.0% |
$158 - $192
|
5
$401
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-555Closed |
$21.9K - $26.6K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Versor Investments LP
|
SELL
|
- |
-13.5KClosed |
$533K - $647K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-6.5KClosed |
$257K - $311K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-12.9KClosed |
$510K - $619K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-136- 54.62% |
$5.37K - $6.51K
|
113
$9.07K
|
|
Jul 22, 2021
Q2 2021
|
Asset Management Advisors, LLC
|
SELL
|
- |
-99.9KClosed |
$3.95M - $4.79M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.05KClosed |
$80.9K - $98.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-16.8KClosed |
$661K - $802K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.2KClosed |
$47.5K - $57.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
CALL |
-3KClosed |
$118K - $144K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
78.4KNew |
$3.09M - $3.75M
|
78.4K
$6.29M
|
|
Jul 21, 2021
Q2 2021
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-147KClosed |
$5.79M - $7.02M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-5.81KClosed |
$229K - $278K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1K+ 25.0% |
$39.5K - $47.9K
|
5K
$401K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-30Closed |
$1.18K - $1.44K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-5.16KClosed |
$204K - $247K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-72KClosed |
$2.84M - $3.45M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-73KClosed |
$2.88M - $3.5M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
CALL |
700New |
$27.6K - $33.5K
|
700
$56.2K
|
|
Q1 2021 | |||||||
Apr 24, 2024
Q1 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8KClosed |
$238K - $326K
|
0
$0
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1New |
$29.7 - $40.8
|
1
$80.3
|
|
May 25, 2021
Q1 2021
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-1.11MClosed |
$33M - $45.4M
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.05KClosed |
$31.2K - $42.9K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-8.44KClosed |
$251K - $344K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-12.8KClosed |
$379K - $521K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-22KClosed |
$653K - $898K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
CALL |
-500Closed |
$14.9K - $20.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-37.5KClosed |
$1.11M - $1.53M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-1.05MClosed |
$31.2M - $42.9M
|
0
$0
|