Morningstar Investment Services LLC Wells Fargo & Company Transaction History

Morningstar Investment Services LLC

  • $9.8 Billion
  • Q3 2024

A detailed history of Morningstar Investment Services LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Morningstar Investment Services LLC holds 1,834,036 shares of WFC stock, worth $134 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
1,834,036
Previous 1,842,572 0.46%
Holding current value
$134 Million
Previous $106 Million 3.1%
% of portfolio
1.05%
Previous 1.15%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$51.58 - $60.97 $440,286 - $520,439
-8,536 Reduced 0.46%
1,834,036 $103 Million
Q2 2024

Aug 13, 2024
SELL
$56.41 - $62.34 $931,723 - $1.03 Million
-16,517 Reduced 0.89%
1,842,572 $106 Million
Q1 2024

May 15, 2024
SELL
$46.44 - $57.96 $91.7 Million - $114 Million
-1,974,481 Reduced 51.51%
1,859,089 $107 Million
Q4 2023

Feb 13, 2024
BUY
$38.67 - $50.51 $75.5 Million - $98.6 Million
1,951,477 Added 103.69%
3,833,570 $190 Million
Q3 2023

Nov 14, 2023
BUY
$40.43 - $47.13 $1.18 Million - $1.37 Million
29,120 Added 1.57%
1,882,093 $77 Million
Q2 2023

Aug 14, 2023
SELL
$36.72 - $42.68 $531,411 - $617,664
-14,472 Reduced 0.77%
1,852,973 $77.9 Million
Q1 2023

May 15, 2023
BUY
$36.23 - $48.5 $67.7 Million - $90.6 Million
1,867,445 New
1,867,445 $69.8 Million
Q4 2022

Feb 10, 2023
SELL
$40.23 - $47.95 $846,238 - $1.01 Million
-21,035 Reduced 1.16%
1,786,658 $75.8 Million
Q3 2022

Nov 14, 2022
BUY
$1.55 - $45.53 $47,891 - $1.41 Million
30,898 Added 1.74%
1,807,693 $82.5 Million
Q2 2022

Aug 12, 2022
BUY
$37.43 - $49.33 $2.18 Million - $2.87 Million
58,243 Added 3.39%
1,776,795 $70.8 Million
Q1 2022

May 10, 2022
BUY
$45.81 - $59.06 $1.92 Million - $2.48 Million
42,020 Added 2.51%
1,718,552 $86.9 Million
Q4 2021

Feb 01, 2022
SELL
$45.31 - $52.0 $774,529 - $888,888
-17,094 Reduced 1.01%
1,676,532 $80.5 Million
Q3 2021

Nov 12, 2021
SELL
$42.32 - $51.15 $3.8 Million - $4.59 Million
-89,761 Reduced 5.03%
1,693,626 $79.4 Million
Q2 2021

Aug 12, 2021
SELL
$39.48 - $47.9 $5.24 Million - $6.35 Million
-132,607 Reduced 6.92%
1,783,387 $79.9 Million
Q1 2021

May 11, 2021
SELL
$29.7 - $40.81 $483,694 - $664,631
-16,286 Reduced 0.84%
1,915,994 $75.5 Million
Q4 2020

Feb 11, 2021
SELL
$21.14 - $30.35 $1.61 Million - $2.31 Million
-76,035 Reduced 3.79%
1,932,280 $58.3 Million
Q3 2020

Nov 10, 2020
SELL
$22.83 - $26.35 $3.35 Million - $3.87 Million
-146,684 Reduced 6.81%
2,008,315 $46.8 Million
Q2 2020

Jul 30, 2020
BUY
$22.53 - $33.32 $636,134 - $940,790
28,235 Added 1.33%
2,154,999 $55.4 Million
Q1 2020

May 04, 2020
BUY
$25.25 - $53.75 $4.66 Million - $9.93 Million
184,731 Added 9.51%
2,126,764 $63.6 Million
Q4 2019

Feb 10, 2020
SELL
$47.82 - $54.46 $465,479 - $530,113
-9,734 Reduced 0.5%
1,942,033 $104 Million
Q3 2019

Nov 12, 2019
SELL
$43.38 - $50.71 $6.15 Million - $7.19 Million
-141,728 Reduced 6.77%
1,951,767 $98.5 Million
Q2 2019

Aug 13, 2019
BUY
$44.37 - $49.17 $7.87 Million - $8.72 Million
177,441 Added 9.26%
2,093,495 $99.1 Million
Q1 2019

May 13, 2019
BUY
$46.57 - $51.73 $5.52 Million - $6.13 Million
118,523 Added 6.59%
1,916,054 $92.6 Million
Q4 2018

Feb 14, 2019
SELL
$43.6 - $54.46 $4.24 Million - $5.3 Million
-97,278 Reduced 5.13%
1,797,531 $82.8 Million
Q3 2018

Nov 08, 2018
SELL
$52.56 - $59.19 $5.34 Million - $6.01 Million
-101,553 Reduced 5.09%
1,894,809 $99.6 Million
Q2 2018

Aug 03, 2018
BUY
$50.39 - $56.18 $1.86 Million - $2.08 Million
36,981 Added 1.89%
1,996,362 $111 Million
Q1 2018

May 10, 2018
SELL
$50.98 - $65.93 $4.96 Million - $6.42 Million
-97,336 Reduced 4.73%
1,959,381 $103 Million
Q4 2017

Feb 08, 2018
SELL
$53.19 - $61.61 $1.03 Million - $1.2 Million
-19,423 Reduced 0.94%
2,056,717 $125 Million
Q3 2017

Nov 09, 2017
BUY
$49.58 - $55.15 $103 Million - $114 Million
2,076,140
2,076,140 $114 Million

Others Institutions Holding WFC

# of Institutions
2,498
Shares Held
2.27B
Call Options Held
44.6M
Put Options Held
49.3M
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 $276B
  • 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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