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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
8KNew |
$339K - $409K
|
8K
$630K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
7.5KNew |
$317K - $384K
|
7.5K
$591K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
815New |
$34.5K - $41.7K
|
815
$64.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$7.88K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
78.4KNew |
$3.09M - $3.75M
|
78.4K
$6.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.1KNew |
$794K - $963K
|
20.1K
$1.58M
|
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
15K+ 48.43% |
$592K - $719K
|
46K
$3.62M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
9.97KNew |
$394K - $477K
|
9.97K
$785K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
CALL |
8KNew |
$316K - $383K
|
8K
$630K
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
6.35KNew |
$251K - $304K
|
6.35K
$501K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
5.32KNew |
$210K - $255K
|
5.32K
$419K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1K+ 25.0% |
$39.5K - $47.9K
|
5K
$394K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
CALL |
700New |
$27.6K - $33.5K
|
700
$55.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
536New |
$21.2K - $25.7K
|
536
$42.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
412New |
$16.3K - $19.7K
|
412
$32.5K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
339+ 11.54% |
$13.4K - $16.2K
|
3.28K
$258K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
4+ 400.0% |
$158 - $192
|
5
$394
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
72.3K+ 1782.29% |
$2.15M - $2.95M
|
76.3K
$6.01M
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
13.9K+ 434.53% |
$413K - $567K
|
17.1K
$1.35M
|
|
|
Apr 29, 2021
Q1 2021
|
Security Asset Management
|
BUY
|
- |
6.6KNew |
$196K - $269K
|
6.6K
$520K
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
4KNew |
$119K - $163K
|
4K
$315K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 21.74% |
$74.3K - $102K
|
14K
$1.1M
|
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
CALL |
2KNew |
$59.4K - $81.6K
|
2K
$158K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
534New |
$15.9K - $21.8K
|
534
$42.1K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
365New |
$10.8K - $14.9K
|
365
$28.8K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
PUT |
100New |
$2.97K - $4.08K
|
100
$7.88K
|
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
30New |
$891 - $1.22K
|
30
$2.36K
|
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1New |
$29.7 - $40.8
|
1
$78.8
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
500K+ 100.0% |
$10.6M - $15.2M
|
1M
$78.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
40.2KNew |
$850K - $1.22M
|
40.2K
$3.17M
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$12.7K - $18.2K
|
600
$47.3K
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
88.8K+ 2018.18% |
$2.03M - $2.34M
|
93.2K
$7.34M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
53.2KNew |
$1.21M - $1.4M
|
53.2K
$4.19M
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
7.99K+ 4.59% |
$182K - $211K
|
182K
$14.4M
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
2K+ 10.99% |
$45.7K - $52.7K
|
20.2K
$1.59M
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Harbor Advisors LLC
|
BUY
|
- |
10K+ 100.0% |
$225K - $333K
|
20K
$1.58M
|
|
|
Aug 13, 2020
Q2 2020
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
1.5KNew |
$33.8K - $50K
|
1.5K
$118K
|
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
500New |
$11.3K - $16.7K
|
500
$39.4K
|
|
|
Jul 31, 2020
Q2 2020
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
CALL |
400New |
$9.01K - $13.3K
|
400
$31.5K
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
BUY
|
PUT |
67New |
$1.51K - $2.23K
|
67
$5.28K
|
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
BUY
|
CALL |
1New |
$22.5 - $33.3
|
1
$78.8
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Theleme Partners LLP
London, X0 |
BUY
|
CALL |
400K+ 7.41% |
$10.1M - $21.5M
|
5.8M
$457M
|
|
|
Oct 07, 2022
Q1 2020
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
100KNew |
$2.53M - $5.38M
|
100K
$7.88M
|
|
|
May 04, 2020
Q1 2020
|
Jackson Hole Capital Partners, LLC
|
BUY
|
CALL |
17KNew |
$429K - $914K
|
17K
$1.34M
|
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
5.1KNew |
$129K - $274K
|
5.1K
$402K
|
|
|
Apr 27, 2020
Q1 2020
|
Saybrook Capital
|
BUY
|
- |
2.66K+ 48.38% |
$67.2K - $143K
|
8.16K
$643K
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
250+ 5.76% |
$6.31K - $13.4K
|
4.59K
$362K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
100KNew |
$4.78M - $5.45M
|
100K
$7.88M
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
50.4KNew |
$2.41M - $2.74M
|
50.4K
$3.97M
|
|
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
40.3KNew |
$1.93M - $2.19M
|
40.3K
$3.18M
|
|