Wells Fargo & Company Morningstar, Inc. Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

A detailed history of Wells Fargo & Company transactions in Morningstar, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 88,576 shares of MORN stock, worth $30.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

88,576

Previous 89,828 1.39%

Holding current value

$30.2 Million

Previous $26.6 Million 6.36%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$295.85 - $326.31 $370,404 - $408,540	-1,252 Reduced 1.39%	88,576 $28.3 Million
Q2 2024 Aug 13, 2024	SELL	$282.65 - $315.06 $3.46 Million - $3.85 Million	-12,226 Reduced 11.98%	89,828 $26.6 Million
Q1 2024 May 10, 2024	BUY	$272.04 - $310.74 $87,868 - $100,369	323 Added 0.32%	102,054 $31.5 Million
Q4 2023 Feb 09, 2024	SELL	$220.07 - $288.88 $1.31 Million - $1.72 Million	-5,947 Reduced 5.52%	101,731 $29.1 Million
Q3 2023 Nov 13, 2023	SELL	$194.0 - $255.43 $596,162 - $784,936	-3,073 Reduced 2.77%	107,678 $25.2 Million
Q2 2023 Aug 15, 2023	BUY	$172.03 - $209.11 $4.73 Million - $5.75 Million	27,476 Added 32.99%	110,751 $21.7 Million
Q1 2023 May 12, 2023	SELL	$181.22 - $256.64 $348,667 - $493,775	-1,924 Reduced 2.26%	83,275 $16.9 Million
Q4 2022 Feb 13, 2023	SELL	$209.09 - $249.98 $904,314 - $1.08 Million	-4,325 Reduced 4.83%	85,199 $18.5 Million
Q3 2022 Nov 14, 2022	SELL	$209.97 - $260.0 $1.07 Million - $1.32 Million	-5,073 Reduced 5.36%	89,524 $19 Million
Q2 2022 Aug 12, 2022	SELL	$223.6 - $291.12 $552,515 - $719,357	-2,471 Reduced 2.55%	94,597 $22.9 Million
Q1 2022 May 16, 2022	BUY	$255.56 - $336.03 $3.07 Million - $4.03 Million	12,001 Added 14.11%	97,068 $26.5 Million
Q4 2021 Feb 14, 2022	SELL	$255.01 - $346.61 $42.3 Million - $57.5 Million	-165,864 Reduced 66.1%	85,067 $29.1 Million
Q3 2021 Nov 15, 2021	SELL	$244.27 - $281.46 $2.41 Million - $2.77 Million	-9,851 Reduced 3.78%	250,931 $65 Million
Q2 2021 Aug 16, 2021	SELL	$231.0 - $265.21 $12.8 Million - $14.7 Million	-55,321 Reduced 17.5%	260,782 $67 Million
Q1 2021 May 13, 2021	BUY	$216.45 - $252.61 $13.7 Million - $16 Million	63,247 Added 25.01%	316,103 $71.1 Million
Q4 2020 Feb 09, 2021	BUY	$163.19 - $231.57 $11 Million - $15.5 Million	67,100 Added 36.12%	252,856 $58.6 Million
Q3 2020 Nov 05, 2020	SELL	$146.02 - $169.56 $1.09 Million - $1.26 Million	-7,438 Reduced 3.85%	185,756 $29.8 Million
Q2 2020 Aug 13, 2020	SELL	$110.6 - $155.96 $5.4 Million - $7.62 Million	-48,855 Reduced 20.18%	193,194 $27.2 Million
Q1 2020 May 14, 2020	BUY	$107.02 - $165.72 $25.9 Million - $40.1 Million	242,049 New	242,049 $28.1 Million

Others Institutions Holding MORN

# of Institutions

429

Shares Held

25.7M

Call Options Held

16.7K

Put Options Held

4.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $14.5B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Wells Fargo & Company Morningstar, Inc. Transaction History