A detailed history of Wells Fargo & Company transactions in Morningstar, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 89,828 shares of MORN stock, worth $27.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
89,828
Previous 102,054 11.98%
Holding current value
$27.4 Million
Previous $31.5 Million 15.55%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Morningstar, Inc.


  • Ticker MORN
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 42,446,200
  • Market Cap $13B
  • 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...
More about MORN
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