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 01, 2019
Q2 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-14.4KClosed |
$640K - $709K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Close Asset Management LTD
|
SELL
|
- |
-3.8KClosed |
$169K - $187K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-27.9KClosed |
$1.24M - $1.37M
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
American Asset Management Inc.
|
SELL
|
- |
-4.28KClosed |
$190K - $210K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-1.94KClosed |
$86.1K - $95.4K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Parthenon LLC
|
SELL
|
- |
-5.03KClosed |
$223K - $247K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-9.25KClosed |
$410K - $455K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-25KClosed |
$1.11M - $1.23M
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-64KClosed |
$2.84M - $3.15M
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
D.B. Root & Company, LLC
|
SELL
|
- |
-18.1KClosed |
$801K - $888K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Focused Investors LLC
|
SELL
|
- |
-682KClosed |
$30.3M - $33.5M
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
66K+ 265.06% |
$2.93M - $3.25M
|
90.9K
$6.46M
|
|
|
Jul 15, 2019
Q2 2019
|
Autus Asset Management, LLC
|
SELL
|
- |
-4.45KClosed |
$198K - $219K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Ridgewood Investments LLC
|
BUY
|
CALL |
10KNew |
$444K - $492K
|
10K
$711K
|
|
|
Jul 11, 2019
Q2 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-515Closed |
$22.9K - $25.3K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 31, 2023
Q1 2019
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.15KNew |
$286K - $318K
|
6.15K
$437K
|
|
|
May 15, 2019
Q1 2019
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-9KClosed |
$419K - $466K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-8.99KClosed |
$418K - $465K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-805KClosed |
$37.5M - $41.6M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
SELL
|
- |
-96.7KClosed |
$4.51M - $5M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
- |
300KNew |
$14M - $15.5M
|
300K
$21.3M
|
|
|
May 15, 2019
Q1 2019
|
Hrs Investment Holdings, LLC
New York, NY |
SELL
|
- |
-35KClosed |
$1.63M - $1.81M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-65.1KClosed |
$3.03M - $3.37M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-1.1KClosed |
$51.2K - $56.9K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-600Closed |
$27.9K - $31K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
S&T Bank
Indiana, PA |
SELL
|
- |
-35.2KClosed |
$1.64M - $1.82M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-12.1KClosed |
$562K - $625K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
CALL |
5KNew |
$233K - $259K
|
5K
$356K
|
|
|
May 13, 2019
Q1 2019
|
Sadoff Investment Management LLC
|
SELL
|
- |
-7.6KClosed |
$354K - $393K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-9.58KClosed |
$446K - $495K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-10KClosed |
$466K - $517K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-444Closed |
$20.7K - $23K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Artal Group S.A.
Luxembourg, N4 |
SELL
|
CALL |
-1.5MClosed |
$69.9M - $77.6M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Burleson & Company, LLC
|
BUY
|
CALL |
10K+ 13.33% |
$466K - $517K
|
85K
$6.04M
|
|
|
May 07, 2019
Q1 2019
|
Central Securities Corp
New York, NY |
SELL
|
- |
-250KClosed |
$11.6M - $12.9M
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Nine Masts Capital LTD
|
SELL
|
- |
-46.9KClosed |
$2.19M - $2.43M
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-50KClosed |
$2.33M - $2.59M
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
First Business Financial Services, Inc.
|
SELL
|
- |
-8.17KClosed |
$381K - $423K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-9.1KClosed |
$424K - $471K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Dearborn Partners LLC
|
SELL
|
- |
-5.55KClosed |
$259K - $287K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Intermede Investment Partners LTD
|
SELL
|
- |
-872KClosed |
$40.6M - $45.1M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-24.8KClosed |
$1.15M - $1.28M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.58KNew |
$353K - $392K
|
7.58K
$539K
|
|
|
Apr 24, 2019
Q1 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.58KClosed |
$213K - $237K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5.21KClosed |
$242K - $269K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
CALL |
-140KClosed |
$6.52M - $7.24M
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Bt Wealth Management LLC
|
SELL
|
- |
-4.3KClosed |
$200K - $222K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Western Wealth Management, LLC
|
BUY
|
PUT |
5KNew |
$218K - $272K
|
5K
$356K
|
|
|
Feb 15, 2019
Q4 2018
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-161KClosed |
$7.01M - $8.76M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-175KClosed |
$7.64M - $9.55M
|
0
$0
|
|