A detailed history of Morningstar Investment Management LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Morningstar Investment Management LLC holds 97,801 shares of WFC stock, worth $5.81 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
97,801
Previous 100,396 2.58%
Holding current value
$5.81 Million
Previous $4.94 Million 14.73%
% of portfolio
0.61%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$46.44 - $57.96 $120,511 - $150,406
-2,595 Reduced 2.58%
97,801 $5.67 Million
Q4 2023

Feb 13, 2024

BUY
$38.67 - $50.51 $3.88 Million - $5.07 Million
100,396 New
100,396 $4.94 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $225B
  • 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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