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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2017
Q3 2017
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-11KClosed |
$544K - $606K
|
0
$0
|
|
|
Nov 06, 2017
Q3 2017
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-29.8KClosed |
$1.48M - $1.64M
|
0
$0
|
|
|
Nov 06, 2017
Q3 2017
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
CALL |
1KNew |
$49.6K - $55.2K
|
1K
$71.6K
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.23KNew |
$160K - $178K
|
3.23K
$231K
|
|
|
Oct 20, 2017
Q3 2017
|
Ota Financial Group L.P.
|
BUY
|
- |
15.3KNew |
$758K - $844K
|
15.3K
$1.1M
|
|
| Q2 2017 | |||||||
|
Jun 01, 2023
Q2 2017
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.89KClosed |
N/A
|
0
$0
|
|
|
Oct 02, 2017
Q2 2017
|
Glynn Capital Management LLC
|
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$1.37M
|
|
|
Aug 14, 2017
Q2 2017
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
1.54MNew |
N/A
|
1.54M
$110M
|
|
| Q4 2016 | |||||||
|
Aug 21, 2019
Q4 2016
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-48.9KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q4 2016
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
900New |
N/A
|
900
$64.4K
|
|
| Q3 2016 | |||||||
|
Aug 18, 2017
Q3 2016
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q2 2016 | |||||||
|
Oct 03, 2017
Q2 2016
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.65KNew |
N/A
|
6.65K
$476K
|
|
| Q4 2015 | |||||||
|
Nov 16, 2018
Q4 2015
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-45KClosed |
N/A
|
0
$0
|
|