Moneta Group Investment Advisors LLC Wells Fargo & Company Transaction History

Moneta Group Investment Advisors LLC

  • $5.03 Billion
  • Q4 2023

A detailed history of Moneta Group Investment Advisors LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 22,575 shares of WFC stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,575
Previous 23,295 3.09%
Holding current value
$1.35 Million
Previous $951,000 16.82%
% of portfolio
0.02%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
SELL
$38.67 - $50.51 $27,842 - $36,367
-720 Reduced 3.09%
22,575 $1.11 Million
Q3 2023

Nov 15, 2023
SELL
$40.43 - $47.13 $27,330 - $31,859
-676 Reduced 2.82%
23,295 $951,000
Q2 2023

Aug 15, 2023
SELL
$36.72 - $42.68 $88,678 - $103,072
-2,415 Reduced 9.15%
23,971 $1.02 Million
Q1 2023

May 15, 2023
BUY
$36.23 - $48.5 $230,567 - $308,654
6,364 Added 31.79%
26,386 $986,000
Q4 2022

Feb 16, 2023
SELL
$40.23 - $47.95 $252,040 - $300,406
-6,265 Reduced 23.83%
20,022 $826,000
Q4 2022

Feb 16, 2023
SELL
$40.23 - $47.95 $1.06 Billion - $1.26 Billion
-26,261,192 Reduced 99.9%
26,287 $1.09 Million
Q4 2022

Feb 15, 2023
BUY
$40.23 - $47.95 $1.06 Billion - $1.26 Billion
26,267,166 Added 129312.1%
26,287,479 $1.09 Billion
Q3 2022

Nov 14, 2022
SELL
$1.55 - $45.53 $2,467 - $72,483
-1,592 Reduced 7.27%
20,313 $817,000
Q2 2022

Aug 15, 2022
BUY
$37.43 - $49.33 $60,636 - $79,914
1,620 Added 7.99%
21,905 $858,000
Q1 2022

May 11, 2022
SELL
$45.81 - $59.06 $11,177 - $14,410
-244 Reduced 1.19%
20,285 $983,000
Q4 2021

Feb 11, 2022
BUY
$45.31 - $52.0 $95,422 - $109,512
2,106 Added 11.43%
20,529 $985,000
Q3 2021

Nov 12, 2021
SELL
$42.32 - $51.15 $39,823 - $48,132
-941 Reduced 4.86%
18,423 $855,000
Q2 2021

Aug 13, 2021
BUY
$39.48 - $47.9 $5,606 - $6,801
142 Added 0.74%
19,364 $877,000
Q1 2021

May 14, 2021
BUY
$29.7 - $40.81 $181,199 - $248,981
6,101 Added 46.5%
19,222 $751,000
Q4 2020

Feb 12, 2021
BUY
$21.14 - $30.35 $2,219 - $3,186
105 Added 0.81%
13,121 $396,000
Q3 2020

Nov 13, 2020
SELL
$22.83 - $26.35 $124,674 - $143,897
-5,461 Reduced 29.56%
13,016 $306,000
Q2 2020

Aug 12, 2020
BUY
$22.53 - $33.32 $16,717 - $24,723
742 Added 4.18%
18,477 $473,000
Q1 2020

May 13, 2020
SELL
$25.25 - $53.75 $198,919 - $423,442
-7,878 Reduced 30.76%
17,735 $509,000
Q4 2019

Feb 11, 2020
BUY
$47.82 - $54.46 $18,888 - $21,511
395 Added 1.57%
25,613 $1.38 Million
Q3 2019

Nov 12, 2019
SELL
$43.38 - $50.71 $33,619 - $39,300
-775 Reduced 2.98%
25,218 $1.27 Million
Q2 2019

Aug 16, 2019
SELL
$44.37 - $49.17 $6.14 Million - $6.8 Million
-138,314 Reduced 84.18%
25,993 $1.23 Million
Q2 2019

Aug 13, 2019
BUY
$44.37 - $49.17 $6.89 Million - $7.63 Million
155,242 Added 1712.54%
164,307 $1.23 Million
Q1 2019

May 16, 2019
SELL
$46.57 - $51.73 $3.4 Million - $3.77 Million
-72,930 Reduced 88.94%
9,065 $438,000
Q1 2019

May 15, 2019
BUY
$46.57 - $51.73 $3.28 Million - $3.64 Million
70,450 Added 610.22%
81,995 $438,000
Q4 2018

Feb 11, 2019
SELL
$43.6 - $54.46 $128,750 - $160,820
-2,953 Reduced 20.37%
11,545 $532,000
Q3 2018

Nov 13, 2018
SELL
$52.56 - $59.19 $880,327 - $991,373
-16,749 Reduced 53.6%
14,498 $762,000
Q2 2018

Aug 15, 2018
SELL
$50.39 - $56.18 $10.6 Million - $11.8 Million
-210,855 Reduced 87.09%
31,247 $1.73 Million
Q2 2018

Aug 15, 2018
SELL
$50.39 - $56.18 $78,809 - $87,865
-1,564 Reduced 0.64%
242,102 $1.73 Million
Q2 2018

Aug 14, 2018
BUY
$50.39 - $56.18 $9.63 Million - $10.7 Million
191,159 Added 364.06%
243,666 $1.88 Million
Q1 2018

May 14, 2018
BUY
$50.98 - $65.93 $1.52 Million - $1.97 Million
29,880 Added 132.05%
52,507 $1.29 Million
Q4 2017

Feb 13, 2018
BUY
$53.19 - $61.61 $19,786 - $22,918
372 Added 1.67%
22,627 $1.37 Million
Q3 2017

Nov 13, 2017
BUY
$49.58 - $55.15 $1.1 Million - $1.23 Million
22,255
22,255 $1.23 Million

Others Institutions Holding WFC

# of Institutions
2,394
Shares Held
2.44B
Call Options Held
50.7M
Put Options Held
52.8M
View Full List

About WELLS FARGO & COMPANY

WFC Quotes by TradingView
  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $226B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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