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 |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-540Closed |
$16K - $22K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
American Financial Group Inc
|
SELL
|
- |
-197KClosed |
$5.85M - $8.04M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
4KNew |
$119K - $163K
|
4K
$286K
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
PUT |
-48.2K- 50.0% |
$1.43M - $1.97M
|
48.2K
$3.45M
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-263Closed |
$7.81K - $10.7K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-77- 3.1% |
$2.29K - $3.14K
|
2.41K
$173K
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
72.3K+ 1782.29% |
$2.15M - $2.95M
|
76.3K
$5.46M
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-43.2KClosed |
$1.28M - $1.76M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.34KClosed |
$248K - $340K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Security Asset Management
|
BUY
|
- |
6.6KNew |
$196K - $269K
|
6.6K
$472K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-862Closed |
$25.6K - $35.2K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-212Closed |
$6.3K - $8.65K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-16.7KClosed |
$496K - $681K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 0.52% |
$1.49K - $2.04K
|
9.6K
$687K
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-437Closed |
$13K - $17.8K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-7.3KClosed |
$217K - $298K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-100- 0.78% |
$2.97K - $4.08K
|
12.8K
$916K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-502Closed |
$10.6K - $15.2K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-485Closed |
$10.3K - $14.7K
|
0
$0
|
|
Feb 26, 2021
Q4 2020
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-10.1KClosed |
$213K - $306K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Ten Core Partners, LP
New York, NY |
SELL
|
CALL |
-475KClosed |
$10M - $14.4M
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-13.6KClosed |
$287K - $411K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-200- 50.0% |
$4.23K - $6.07K
|
200
$14.3K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
40.2KNew |
$850K - $1.22M
|
40.2K
$2.88M
|
|
Feb 16, 2021
Q4 2020
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-1Closed |
$21.1 - $30.4
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Azora Capital LP
Miami, FL |
SELL
|
CALL |
-750K- 62.5% |
$15.9M - $22.8M
|
450K
$32.2M
|
|
Feb 16, 2021
Q4 2020
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-89.4K- 98.07% |
$1.89M - $2.71M
|
1.76K
$126K
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-16.1KClosed |
$340K - $489K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
500K+ 100.0% |
$10.6M - $15.2M
|
1M
$71.6M
|
|
Feb 16, 2021
Q4 2020
|
Raffles Associates LP
New York, NY |
SELL
|
- |
-100KClosed |
$2.11M - $3.04M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-14.2KClosed |
$300K - $430K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$298K - $427K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-1.25MClosed |
$26.4M - $37.9M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-40KClosed |
$846K - $1.21M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-75KClosed |
$1.59M - $2.28M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-331KClosed |
$7.01M - $10.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-1.5MClosed |
$31.7M - $45.5M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
CALL |
-3.06MClosed |
$64.7M - $92.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-30.6KClosed |
$646K - $928K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-9.18KClosed |
$194K - $279K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Avenir Corp
Washington, DC |
SELL
|
- |
-21.5KClosed |
$455K - $654K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
P.A.W. Capital Corp
|
SELL
|
- |
-20KClosed |
$423K - $607K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-129KClosed |
$2.74M - $3.93M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Homestead Advisers Corp
|
SELL
|
- |
-1.25MClosed |
$26.3M - $37.8M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-55- 35.48% |
$1.16K - $1.67K
|
100
$7.16K
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20Closed |
$423 - $607
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-14.6KClosed |
$309K - $444K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.3KClosed |
$27.5K - $39.5K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
CALL |
-1.2KClosed |
$25.4K - $36.4K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
American Assets Inc
|
SELL
|
- |
-152K- 8.68% |
$3.22M - $4.62M
|
1.6M
$115M
|