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 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-136- 54.62% |
$5.37K - $6.51K
|
113
$8.11K
|
|
|
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
$5.62M
|
|
|
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
$359K
|
|
|
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
$50.2K
|
|
| 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
$71.8
|
|
|
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
|
|
|
May 17, 2021
Q1 2021
|
Qvt Financial LP
New York, NY |
SELL
|
- |
-51.2KClosed |
$1.52M - $2.09M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-400KClosed |
$11.9M - $16.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Mfn Partners Management, LP
Boston, MA |
SELL
|
- |
-2.4MClosed |
$71.3M - $97.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
SELL
|
- |
-98KClosed |
$2.91M - $4M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
13.9K+ 434.53% |
$413K - $567K
|
17.1K
$1.23M
|
|
|
May 17, 2021
Q1 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-13.4KClosed |
$398K - $547K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sassicaia Capital Advisers LLC
Jericho, NY |
SELL
|
- |
-31KClosed |
$921K - $1.27M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Windacre Partnership LLC
Houston, TX |
SELL
|
- |
-12.2MClosed |
$364M - $500M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.65KClosed |
$48.9K - $67.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21KClosed |
$35.9K - $49.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 21.74% |
$74.3K - $102K
|
14K
$1M
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-570KClosed |
$16.9M - $23.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.04KClosed |
$60.6K - $83.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.11KClosed |
$32.8K - $45.1K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-25KClosed |
$743K - $1.02M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
PUT |
100New |
$2.97K - $4.08K
|
100
$7.18K
|
|
|
May 14, 2021
Q1 2021
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-26.3KClosed |
$781K - $1.07M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Troy Asset Management LTD
|
SELL
|
- |
-16KClosed |
$475K - $653K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-32.2KClosed |
$957K - $1.31M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
534New |
$15.9K - $21.8K
|
534
$38.3K
|
|
|
May 12, 2021
Q1 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-9.25KClosed |
$275K - $377K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.04KClosed |
$239K - $328K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
365New |
$10.8K - $14.9K
|
365
$26.2K
|
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
CALL |
2KNew |
$59.4K - $81.6K
|
2K
$144K
|
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
30New |
$891 - $1.22K
|
30
$2.15K
|
|