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, 2019
Q4 2018
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-81.8KClosed |
$3.57M - $4.46M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-867Closed |
$37.8K - $47.2K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Exane Asset Management
|
SELL
|
- |
-1.28KClosed |
$55.7K - $69.5K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-210Closed |
$9.16K - $11.4K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Parkside Investments, LLC
|
SELL
|
- |
-3.32KClosed |
$145K - $181K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-483Closed |
$21.1K - $26.3K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-99Closed |
$4.32K - $5.39K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
West Coast Financial LLC
|
SELL
|
- |
-24.7KClosed |
$1.08M - $1.34M
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Compass Capital Management, Inc
|
SELL
|
- |
-5.16KClosed |
$225K - $281K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.01KClosed |
$175K - $219K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Renaissance Investment Group LLC
|
SELL
|
- |
-6.89KClosed |
$300K - $375K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-37.9KClosed |
$1.65M - $2.06M
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Callahan Advisors, LLC
|
SELL
|
- |
-5.07KClosed |
$221K - $276K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Donoghue Forlines LLC
|
SELL
|
- |
-247KClosed |
$10.8M - $13.5M
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-5Closed |
$218 - $272
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Courant Investment Management LLC
|
SELL
|
- |
-183KClosed |
$7.98M - $9.97M
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-49.5KClosed |
$2.16M - $2.7M
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-4.44KClosed |
$194K - $242K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-815Closed |
$35.5K - $44.4K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.18KClosed |
$61.8K - $69.5K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Slow Capital, Inc.
|
SELL
|
- |
-3.82KClosed |
$201K - $226K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-4.07KClosed |
$214K - $241K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jana Partners LLC
New York, NY |
SELL
|
- |
-1.15MClosed |
$60.4M - $68M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.15KClosed |
$218K - $246K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Soapstone Management L.P.
Chevy Chase, MD |
BUY
|
PUT |
188KNew |
$9.86M - $11.1M
|
188K
$13.4M
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.12KClosed |
$111K - $125K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Park Presidio Capital LLC
San Francisco, CA |
SELL
|
- |
-300KClosed |
$15.8M - $17.8M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-174KClosed |
$9.14M - $10.3M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-30.5KClosed |
$1.6M - $1.8M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.32KClosed |
$69.4K - $78.1K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-342KClosed |
$18M - $20.2M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.6KClosed |
$189K - $213K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
PUT |
-1MClosed |
$52.6M - $59.2M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-32KClosed |
$1.68M - $1.89M
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Tesco Pension Investment LTD
|
SELL
|
- |
-500KClosed |
$26.3M - $29.6M
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-5.16KClosed |
$271K - $305K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-67.1KClosed |
$3.53M - $3.97M
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-7.38KClosed |
$388K - $437K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Albert D Mason Inc
|
SELL
|
- |
-4.87KClosed |
$256K - $288K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-3.78KClosed |
$198K - $223K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Reinhart Partners, Inc.
|
SELL
|
- |
-8.02KClosed |
$421K - $474K
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-4.4KClosed |
$231K - $260K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.66KClosed |
$193K - $217K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Somerville Kurt F
|
SELL
|
- |
-3.8KClosed |
$200K - $225K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Apr 05, 2024
Q2 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-105KClosed |
$5.3M - $5.91M
|
0
$0
|
|
|
Jul 08, 2019
Q2 2018
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-7.49KClosed |
$377K - $421K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$85.9K - $95.8K
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-253Closed |
$12.7K - $14.2K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Viking Global Investors LP
|
SELL
|
- |
-12.8MClosed |
$647M - $721M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-4.72KClosed |
$238K - $265K
|
0
$0
|
|