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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2020
Q1 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-7.3KClosed |
$184K - $392K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-5.27KClosed |
$133K - $283K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Vera Bank, N.A.
|
SELL
|
- |
-7.15KClosed |
$181K - $384K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Congress Asset Management CO
|
SELL
|
- |
-5.09KClosed |
$128K - $274K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-12.5KClosed |
$317K - $674K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Benin Management Corp
|
SELL
|
- |
-5.77KClosed |
$146K - $310K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-44.2KClosed |
$1.12M - $2.37M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-51.7KClosed |
$1.3M - $2.78M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
250+ 5.76% |
$6.31K - $13.4K
|
4.59K
$383K
|
|
|
Apr 16, 2020
Q1 2020
|
Mcrae Capital Management Inc
|
SELL
|
- |
-6.27KClosed |
$158K - $337K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-5.74KClosed |
$145K - $309K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.83KClosed |
$96.8K - $206K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-8.48KClosed |
$214K - $456K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.17KClosed |
$156K - $331K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-8.54KClosed |
$216K - $459K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Domani Wealth, LLC
|
SELL
|
- |
-4.85KClosed |
$122K - $261K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-7.7KClosed |
$194K - $414K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-7.11KClosed |
$180K - $382K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-23.1KClosed |
$584K - $1.24M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.73KClosed |
$94.1K - $200K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Burns J W & CO Inc
|
SELL
|
- |
-4.49KClosed |
$113K - $242K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40.3KNew |
$1.93M - $2.19M
|
40.3K
$3.36M
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$111K - $127K
|
2.33K
$194K
|
|
|
Nov 10, 2022
Q4 2019
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-140KClosed |
$6.71M - $7.64M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-9.43KClosed |
$451K - $514K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Anchorage Capital Group, L.L.C.
New York, NY |
SELL
|
PUT |
-1MClosed |
$47.8M - $54.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Fore Capital, LLC
|
SELL
|
- |
-5KClosed |
$239K - $272K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-7.99KClosed |
$382K - $435K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
PUT |
-500- 1.33% |
$23.9K - $27.2K
|
37.1K
$3.1M
|
|
|
Feb 13, 2020
Q4 2019
|
Rmb Capital Management, LLC
|
SELL
|
PUT |
-91K- 25.85% |
$4.35M - $4.96M
|
261K
$21.8M
|
|
|
Feb 13, 2020
Q4 2019
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-28.5KClosed |
$1.36M - $1.55M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-9K- 18.75% |
$430K - $490K
|
39K
$3.25M
|
|
|
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
$8.34M
|
|
|
Feb 12, 2020
Q4 2019
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-13.6KClosed |
$650K - $741K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
50.4KNew |
$2.41M - $2.74M
|
50.4K
$4.2M
|
|
|
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
$109K
|
|
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
CALL |
-1.6K- 41.03% |
$76.5K - $87.1K
|
2.3K
$192K
|
|
|
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
$16.9K
|
|
|
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
|
|