Latest Institutional Transactions on Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-1.57K
Closed
$67.9K - $79.4K
0 $0
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-1.3K
Closed
$56.4K - $65.9K
0 $0
Q2 2019
Jun 11, 2020 Q2 2019
Rhs Financial, LLC

SELL
 -
-5.15K
Closed
$228K - $253K
0 $0
Feb 27, 2020 Q2 2019
Jsf Financial, LLC

SELL
 -
-4.85K
Closed
$215K - $238K
0 $0
Aug 15, 2019 Q2 2019
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-204
Closed
$9.05K - $10K
0 $0
Aug 14, 2019 Q2 2019
Aldebaran Financial Inc.

SELL
 -
-4.18K
Closed
$186K - $206K
0 $0
Aug 14, 2019 Q2 2019
Regents Of The University Of California

SELL
 -
-18.1K
- 50.0%
$803K - $890K
18.1K $1.3M
Aug 14, 2019 Q2 2019
Kemnay Advisory Services Inc.

New York, NY
SELL
 -
-21.2K
Closed
$940K - $1.04M
0 $0
Aug 14, 2019 Q2 2019
Israel Discount Bank Of New York

New York, NY
SELL
 -
-19.7K
Closed
$873K - $968K
0 $0
Aug 14, 2019 Q2 2019
Ensemble Capital Ensemble Capital Management, LLC | San Francisco, Ca
SELL
 -
-4.2K
Closed
$186K - $207K
0 $0
Aug 14, 2019 Q2 2019
Western Standard LLC

Los Angeles, CA
BUY
 -
8.98K
+ 28.95%
$398K - $442K
40K $2.86M
Aug 14, 2019 Q2 2019
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-276
Closed
$12.2K - $13.6K
0 $0
Aug 14, 2019 Q2 2019
Blue Mar Capital Management, LLC

Miami, FL
SELL
 -
-25K
Closed
$1.11M - $1.23M
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-1.07K
Closed
$47.3K - $52.5K
0 $0
Aug 13, 2019 Q2 2019
Key Square Capital Management LLC

Greenwich, CT
SELL
 -
-1.48M
Closed
$65.6M - $72.7M
0 $0
Aug 13, 2019 Q2 2019
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
SELL
 -
-1.24M
Closed
$54.9M - $60.8M
0 $0
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-593
Closed
$26.3K - $29.2K
0 $0
Aug 12, 2019 Q2 2019
Princeton Capital Management LLC

Red Bank, NJ
SELL
 -
-9
Closed
$399 - $443
0 $0
Aug 12, 2019 Q2 2019
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-286
Closed
$12.7K - $14.1K
0 $0
Aug 08, 2019 Q2 2019
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-4.24K
Closed
$188K - $208K
0 $0
Aug 05, 2019 Q2 2019
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-4.14K
Closed
$184K - $203K
0 $0
Aug 05, 2019 Q2 2019
Westchester Capital Management, Inc.

Omaha, NE
SELL
 -
-66
Closed
$2.93K - $3.25K
0 $0
Aug 02, 2019 Q2 2019
Advanced Asset Management Advisors Inc

Dublin, OH
SELL
 -
-59.8K
Closed
$2.66M - $2.94M
0 $0
Aug 01, 2019 Q2 2019
Eagle Ridge Investment Management

SELL
 -
-6.47K
Closed
$287K - $318K
0 $0
Aug 01, 2019 Q2 2019
Amica Mutual Insurance CO

SELL
 -
-99.9K
Closed
$4.43M - $4.91M
0 $0
Aug 01, 2019 Q2 2019
Amica Retiree Medical Trust

SELL
 -
-14.4K
Closed
$640K - $709K
0 $0
Aug 01, 2019 Q2 2019
Close Asset Management LTD

SELL
 -
-3.8K
Closed
$169K - $187K
0 $0
Aug 01, 2019 Q2 2019
Anchor Capital Advisors LLC

SELL
 -
-27.9K
Closed
$1.24M - $1.37M
0 $0
Jul 31, 2019 Q2 2019
American Asset Management Inc.

SELL
 -
-4.28K
Closed
$190K - $210K
0 $0
Jul 30, 2019 Q2 2019
First National Corp

SELL
 -
-1.94K
Closed
$86.1K - $95.4K
0 $0
Jul 29, 2019 Q2 2019
Parthenon LLC

SELL
 -
-5.03K
Closed
$223K - $247K
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-3.33K
Closed
$148K - $164K
0 $0
Jul 26, 2019 Q2 2019
Systematic Financial Management LP

Teaneck, NJ
SELL
 -
-9.25K
Closed
$410K - $455K
0 $0
Jul 24, 2019 Q2 2019
Campbell Newman Asset Management Inc

SELL
 -
-25K
Closed
$1.11M - $1.23M
0 $0
Jul 23, 2019 Q2 2019
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-64K
Closed
$2.84M - $3.15M
0 $0
Jul 19, 2019 Q2 2019
D.B. Root & Company, LLC

SELL
 -
-18.1K
Closed
$801K - $888K
0 $0
Jul 17, 2019 Q2 2019
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-4.4K
Closed
$195K - $216K
0 $0
Jul 16, 2019 Q2 2019
Focused Investors LLC

SELL
 -
-682K
Closed
$30.3M - $33.5M
0 $0
Jul 15, 2019 Q2 2019
Cohen Klingenstein LLC

BUY
 -
66K
+ 265.06%
$2.93M - $3.25M
90.9K $6.51M
Jul 15, 2019 Q2 2019
Autus Asset Management, LLC

SELL
 -
-4.45K
Closed
$198K - $219K
0 $0
Jul 12, 2019 Q2 2019
Ridgewood Investments LLC

BUY
 CALL
10K
New
$444K - $492K
10K $716K
Jul 11, 2019 Q2 2019
Orrstown Financial Services Inc

Shippensburg, PA
SELL
 -
-515
Closed
$22.9K - $25.3K
0 $0
Jul 10, 2019 Q2 2019
Kwmg, LLC

SELL
 -
-135
Closed
$5.99K - $6.64K
0 $0
Q1 2019
Aug 31, 2023 Q1 2019
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
6.15K
New
$286K - $318K
6.15K $440K
May 15, 2019 Q1 2019
Weiss Asset Management LP

Boston, MA
SELL
 PUT
-9K
Closed
$419K - $466K
0 $0
May 15, 2019 Q1 2019
Claybrook Capital, LLC

SELL
 -
-8.99K
Closed
$418K - $465K
0 $0
May 15, 2019 Q1 2019
Bloomberg Sen Inc.

Toronto, A6
SELL
 -
-805K
Closed
$37.5M - $41.6M
0 $0
May 15, 2019 Q1 2019
Norbert Lou Punch Card Management L.P. | Winter Park, Fl
SELL
 -
-96.7K
Closed
$4.51M - $5M
0 $0
May 15, 2019 Q1 2019
Masters Capital Management LLC

Atlanta, GA
BUY
 -
300K
New
$14M - $15.5M
300K $21.5M

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