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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-519Closed |
$22K - $26.5K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-421- 76.82% |
$17.8K - $21.5K
|
127
$9.11K
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
339+ 11.54% |
$13.4K - $16.2K
|
3.28K
$235K
|
|
May 26, 2023
Q2 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-272Closed |
$10.7K - $13K
|
0
$0
|
|
Aug 11, 2022
Q2 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-5.6KClosed |
$221K - $268K
|
0
$0
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
6.35KNew |
$251K - $304K
|
6.35K
$456K
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
9.97KNew |
$394K - $477K
|
9.97K
$715K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
5.32KNew |
$210K - $255K
|
5.32K
$382K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
CALL |
8KNew |
$316K - $383K
|
8K
$574K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.55KClosed |
$61.2K - $74.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-50.2KClosed |
$1.98M - $2.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-194KClosed |
$7.65M - $9.29M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lakewood Capital Management, LP
New York, NY |
SELL
|
CALL |
-345KClosed |
$13.6M - $16.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Granite Point Capital Management, L.P.
|
SELL
|
CALL |
-50KClosed |
$1.97M - $2.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
SELL
|
- |
-1.71MClosed |
$67.6M - $82M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-779Closed |
$30.8K - $37.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.1KNew |
$794K - $963K
|
20.1K
$1.44M
|
|
Aug 16, 2021
Q2 2021
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-78.9KClosed |
$3.12M - $3.78M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-10.2KClosed |
$401K - $487K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.46KClosed |
$216K - $262K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
15K+ 48.43% |
$592K - $719K
|
46K
$3.3M
|
|
Aug 13, 2021
Q2 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.44KClosed |
$294K - $356K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
412New |
$16.3K - $19.7K
|
412
$29.6K
|
|
Aug 13, 2021
Q2 2021
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
- |
-35KClosed |
$1.38M - $1.68M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
CALL |
-100KClosed |
$3.95M - $4.79M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rp Investment Advisors LP
Toronto, A6 |
SELL
|
- |
-142KClosed |
$5.62M - $6.82M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-140KClosed |
$5.54M - $6.72M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-47KClosed |
$1.85M - $2.25M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-15.5KClosed |
$611K - $741K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Gruss & Co., LLC
|
SELL
|
- |
-25KClosed |
$987K - $1.2M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
PUT |
-10KClosed |
$395K - $479K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.44KClosed |
$96.3K - $117K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.5KClosed |
$178K - $216K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-391Closed |
$15.4K - $18.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-5.82K- 28.03% |
$230K - $279K
|
14.9K
$1.07M
|
|
Aug 09, 2021
Q2 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
PUT |
-10KClosed |
$395K - $479K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
CALL |
-100- 50.0% |
$3.95K - $4.79K
|
100
$7.18K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-995Closed |
$39.3K - $47.7K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.47KClosed |
$137K - $166K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
536New |
$21.2K - $25.7K
|
536
$38.5K
|
|
Aug 04, 2021
Q2 2021
|
Guy Spier
Aquamarine Capital Management, LLC
|
SELL
|
- |
-152KClosed |
$5.99M - $7.27M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-118KClosed |
$4.66M - $5.66M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
CALL |
-29.1K- 68.63% |
$1.15M - $1.39M
|
13.3K
$954K
|
|
Aug 03, 2021
Q2 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-12.9KClosed |
$510K - $618K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-10.5KClosed |
$415K - $503K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
4+ 400.0% |
$158 - $192
|
5
$359
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-555Closed |
$21.9K - $26.6K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Versor Investments LP
|
SELL
|
- |
-13.5KClosed |
$533K - $647K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-6.5KClosed |
$257K - $311K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-12.9KClosed |
$510K - $619K
|
0
$0
|