Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.33KNew |
$111K - $127K
|
2.33K
$183K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.31KNew |
$62.4K - $71.1K
|
1.31K
$103K
|
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
203New |
$9.71K - $11.1K
|
203
$16K
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Fca Corp
Houston, TX |
BUY
|
- |
4.16KNew |
$181K - $211K
|
4.16K
$328K
|
|
|
Oct 15, 2019
Q3 2019
|
Confluence Investment Management LLC
|
BUY
|
- |
4KNew |
$174K - $203K
|
4K
$315K
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
Cohen Klingenstein LLC
|
BUY
|
- |
66K+ 265.06% |
$2.93M - $3.25M
|
90.9K
$7.16M
|
|
|
Jul 12, 2019
Q2 2019
|
Ridgewood Investments LLC
|
BUY
|
CALL |
10KNew |
$444K - $492K
|
10K
$788K
|
|
|
Aug 14, 2019
Q2 2019
|
Western Standard LLC
Los Angeles, CA |
BUY
|
- |
8.98K+ 28.95% |
$398K - $442K
|
40K
$3.15M
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
- |
300KNew |
$14M - $15.5M
|
300K
$23.6M
|
|
|
May 09, 2019
Q1 2019
|
Burleson & Company, LLC
|
BUY
|
CALL |
10K+ 13.33% |
$466K - $517K
|
85K
$6.7M
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
7.58KNew |
$353K - $392K
|
7.58K
$597K
|
|
|
Aug 31, 2023
Q1 2019
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.15KNew |
$286K - $318K
|
6.15K
$485K
|
|
|
May 13, 2019
Q1 2019
|
Cornerstone Wealth Management, LLC
|
BUY
|
CALL |
5KNew |
$233K - $259K
|
5K
$394K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Maltese Capital Management LLC
New York, NY |
BUY
|
CALL |
30KNew |
$1.31M - $1.63M
|
30K
$2.36M
|
|
|
Feb 15, 2019
Q4 2018
|
Western Wealth Management, LLC
|
BUY
|
PUT |
5KNew |
$218K - $272K
|
5K
$394K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Soapstone Management L.P.
Chevy Chase, MD |
BUY
|
PUT |
188KNew |
$9.86M - $11.1M
|
188K
$14.8M
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
CALL |
330KNew |
$16.8M - $21.8M
|
330K
$26M
|
|
|
May 14, 2018
Q1 2018
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
125KNew |
$6.37M - $8.24M
|
125K
$9.85M
|
|
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
88.1KNew |
$4.49M - $5.81M
|
88.1K
$6.94M
|
|
|
May 08, 2018
Q1 2018
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
370New |
$18.9K - $24.4K
|
370
$29.2K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
487KNew |
$25.9M - $30M
|
487K
$38.3M
|
|
|
Feb 14, 2018
Q4 2017
|
Berkley W R Corp
Greenwich, CT |
BUY
|
PUT |
487KNew |
$25.9M - $30M
|
487K
$38.3M
|
|
|
Jan 26, 2018
Q4 2017
|
Townsend & Associates, Inc
|
BUY
|
- |
38.2KNew |
$2.03M - $2.36M
|
38.2K
$3.01M
|
|
|
Feb 09, 2018
Q4 2017
|
Spinnaker Trust
|
BUY
|
CALL |
6.48K+ 3.57% |
$345K - $399K
|
188K
$14.8M
|
|
|
Feb 12, 2018
Q4 2017
|
Sovarnum Capital L.P.
New York, NY |
BUY
|
CALL |
5.3KNew |
$282K - $327K
|
5.3K
$418K
|
|
| Q3 2017 | |||||||
|
Oct 20, 2017
Q3 2017
|
Ota Financial Group L.P.
|
BUY
|
- |
15.3KNew |
$758K - $844K
|
15.3K
$1.21M
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.23KNew |
$160K - $178K
|
3.23K
$254K
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.2KNew |
$159K - $176K
|
3.2K
$252K
|
|
|
Nov 15, 2017
Q3 2017
|
Westport Asset Management Inc
Southport, CT |
BUY
|
- |
1KNew |
$49.6K - $55.2K
|
1K
$78.8K
|
|
|
Nov 06, 2017
Q3 2017
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
CALL |
1KNew |
$49.6K - $55.2K
|
1K
$78.8K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
1.54MNew |
N/A
|
1.54M
$121M
|
|
|
Oct 02, 2017
Q2 2017
|
Glynn Capital Management LLC
|
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$1.51M
|
|
| Q4 2016 | |||||||
|
Aug 10, 2018
Q4 2016
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
900New |
N/A
|
900
$70.9K
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.65KNew |
N/A
|
6.65K
$524K
|
|