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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
American Assets Investment Management, LLC
|
SELL
|
- |
-450K- 44.78% |
$9.51M - $13.7M
|
555K
$39.8M
|
|
|
Feb 08, 2021
Q4 2020
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9.88KClosed |
$209K - $300K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-209KClosed |
$4.43M - $6.35M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-9.61KClosed |
$203K - $292K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-1.26MClosed |
$26.6M - $38.2M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.22KClosed |
$195K - $280K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-569Closed |
$12K - $17.3K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
CALL |
-500- 25.0% |
$10.6K - $15.2K
|
1.5K
$108K
|
|
|
Jan 29, 2021
Q4 2020
|
Orca Investment Management, LLC
|
SELL
|
- |
-22KClosed |
$465K - $667K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-10.1KClosed |
$214K - $307K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
CALL |
-1K- 76.92% |
$21.1K - $30.4K
|
300
$21.5K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$12.7K - $18.2K
|
600
$43.1K
|
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
SELL
|
- |
-531- 26.14% |
$11.2K - $16.1K
|
1.5K
$108K
|
|
|
Jan 25, 2021
Q4 2020
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-2.25MClosed |
$47.6M - $68.3M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-12.1KClosed |
$256K - $368K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-10.1KClosed |
$214K - $307K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.9KClosed |
$40.2K - $57.7K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Bellecapital International Ltd.
|
SELL
|
- |
-8.52KClosed |
$180K - $259K
|
0
$0
|
|
|
Jan 07, 2021
Q4 2020
|
New England Research & Management, Inc.
|
SELL
|
- |
-15.1KClosed |
$320K - $459K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-147KClosed |
$3.36M - $3.87M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Newtyn Management, LLC
New York, NY |
SELL
|
- |
-200KClosed |
$4.57M - $5.27M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-50KClosed |
$1.14M - $1.32M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-400KClosed |
$9.13M - $10.5M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-8.17KClosed |
$186K - $215K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-30.1KClosed |
$687K - $793K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
CALL |
-100Closed |
$2.28K - $2.64K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
SELL
|
- |
-1.55MClosed |
$35.4M - $40.8M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Absher Wealth Management, LLC
|
SELL
|
- |
-7.95KClosed |
$182K - $210K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.67KClosed |
$38.1K - $44K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-168Closed |
$3.84K - $4.43K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-360Closed |
$8.22K - $9.49K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-763KClosed |
$17.4M - $20.1M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.5KClosed |
$331K - $382K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-24.9KClosed |
$569K - $656K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-100KClosed |
$2.28M - $2.64M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Longview Partners (Guernsey) LTD
St Peter Port, Y7 |
SELL
|
- |
-25.9MClosed |
$591M - $683M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-263KClosed |
$6M - $6.93M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
CALL |
-1.2MClosed |
$27.4M - $31.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-8.86KClosed |
$202K - $234K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.05KClosed |
$92.6K - $107K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-126Closed |
$2.88K - $3.32K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-144KClosed |
$3.28M - $3.79M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.29KClosed |
$97.9K - $113K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-18.4KClosed |
$421K - $485K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-13.6KClosed |
$311K - $358K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-210KClosed |
$4.79M - $5.53M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-504Closed |
$11.5K - $13.3K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
7.99K+ 4.59% |
$182K - $211K
|
182K
$13.1M
|
|
|
Nov 05, 2020
Q3 2020
|
Thornburg Investment Management Inc
|
SELL
|
- |
-21.9KClosed |
$500K - $577K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-31KClosed |
$708K - $818K
|
0
$0
|
|