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 13, 2020
Q4 2019
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-9K- 18.75% |
$430K - $490K
|
39K
$2.79M
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-61Closed |
$2.92K - $3.32K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.72KClosed |
$226K - $257K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-24.7KClosed |
$1.18M - $1.34M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
100KNew |
$4.78M - $5.45M
|
100K
$7.16M
|
|
Feb 12, 2020
Q4 2019
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-13.6KClosed |
$650K - $741K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-4.79KClosed |
$229K - $261K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
50.4KNew |
$2.41M - $2.74M
|
50.4K
$3.61M
|
|
Feb 10, 2020
Q4 2019
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.99KClosed |
$191K - $217K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Bruni J V & CO
|
SELL
|
- |
-7.7KClosed |
$368K - $419K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-16.9KClosed |
$807K - $919K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.31KNew |
$62.4K - $71.1K
|
1.31K
$93.4K
|
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
CALL |
-1.6K- 41.03% |
$76.5K - $87.1K
|
2.3K
$165K
|
|
Feb 05, 2020
Q4 2019
|
C World Wide Group Holding A
|
SELL
|
- |
-5.6MClosed |
$268M - $305M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Canal Insurance CO
|
SELL
|
CALL |
-75KClosed |
$3.59M - $4.08M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
203New |
$9.71K - $11.1K
|
203
$14.5K
|
|
Feb 04, 2020
Q4 2019
|
Allen Investment Management LLC
|
SELL
|
- |
-4.45KClosed |
$213K - $242K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Regent Investment Management LLC
|
SELL
|
- |
-7.84KClosed |
$375K - $427K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Scp Investment, LP
|
SELL
|
- |
-5KClosed |
$239K - $272K
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.13KClosed |
$197K - $225K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Brightworth
|
SELL
|
- |
-19.2KClosed |
$917K - $1.04M
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Waverton Investment Management LTD
|
SELL
|
- |
-26.7KClosed |
$1.28M - $1.45M
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-5.18KClosed |
$248K - $282K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$683K - $777K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 09, 2024
Q3 2019
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-120- 1.08% |
$5.21K - $6.09K
|
11K
$790K
|
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.93KClosed |
$83.7K - $97.9K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-691Closed |
$30K - $35K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
- |
-1.07MClosed |
$46.6M - $54.5M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-8KClosed |
$347K - $406K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ns Partners LTD
|
SELL
|
- |
-4.74KClosed |
$205K - $240K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-52.8KClosed |
$2.29M - $2.68M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-21.1KClosed |
$916K - $1.07M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-685Closed |
$29.7K - $34.7K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Ddd Partners, LLC
|
SELL
|
- |
-181KClosed |
$7.87M - $9.2M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.83KClosed |
$123K - $143K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-6KClosed |
$260K - $304K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-47.8KClosed |
$2.07M - $2.42M
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Truepoint, Inc.
|
SELL
|
- |
-4.96KClosed |
$215K - $252K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.62KClosed |
$200K - $234K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.32KClosed |
$187K - $219K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Fca Corp
Houston, TX |
BUY
|
- |
4.16KNew |
$181K - $211K
|
4.16K
$298K
|
|
Nov 05, 2019
Q3 2019
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-27.3KClosed |
$1.18M - $1.38M
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-20.6KClosed |
$892K - $1.04M
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-9.99KClosed |
$433K - $506K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Palmer Knight CO
|
SELL
|
- |
-8.1KClosed |
$351K - $411K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-509Closed |
$22.1K - $25.8K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Moseley Investment Management Inc
|
SELL
|
- |
-6.07KClosed |
$263K - $308K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Hudson Capital Management LLC
|
SELL
|
- |
-5.44KClosed |
$236K - $276K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Centre Asset Management, LLC
|
SELL
|
- |
-173KClosed |
$7.51M - $8.78M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Confluence Investment Management LLC
|
BUY
|
- |
4KNew |
$174K - $203K
|
4K
$286K
|