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 50,646 shares of WFC stock, worth $3.63 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
50,646
Previous 76,128 33.47%
Holding current value
$3.63 Million
Previous $4.52 Million 30.37%
% of portfolio
0.31%
Previous 0.47%

Shares

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

Nov 12, 2024

SELL
$51.58 - $60.97 $1.31 Million - $1.55 Million
-25,482 Reduced 33.47%
50,646 $3.15 Million
Q2 2024

Aug 08, 2024

SELL
$56.41 - $62.34 $1.22 Million - $1.35 Million
-21,673 Reduced 22.16%
76,128 $4.52 Million
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 $272B
  • 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
Track This Portfolio

Track Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.