Who owns Wells Fargo Advantage Utils?
- Ticker: ERH
- CUSIP Number: 94987E109
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Analyze quarterly positions in Wells Fargo Advantage Utils with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wells Fargo Advantage Utils stock
Who bought or sold Wells Fargo Advantage Utils this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| 1607 Capital Partners | 445k | $4.2M | 7% | Mar 2024 |
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| Morgan Stanley | 361k | $6.5M | 82% | Mar 2024 |
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| Axxcess Wealth Management | 256k | $2.4M | 265% | Dec 2023 |
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| Cornerstone Advisors | 128k | $1.2M | 18% | Mar 2024 |
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| Wolverine Asset Management | 72k | $677k | 31% | Mar 2024 |
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| Robinson Capital Management | 45k | $412k | 40% | Dec 2023 |
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| Landscape Capital Management | 37k | $350k | 5% | Mar 2024 |
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| Principal Securities | 36k | $340k | -22% | Mar 2024 |
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| Stifel Financial | 25k | $237k | 0% | Mar 2024 |
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| LPL Financial | 22k | $210k | -5% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 18k | $168k | 403% | Mar 2024 |
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| Arlington Capital Management | 16k | $149k | -2% | Mar 2024 |
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| UBS Group | 13k | $125k | 18% | Mar 2024 |
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| Nations Financial Group | 10k | $94k | 100% | Mar 2024 |
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| ORG Partners | 9.1k | $86k | 100% | Mar 2024 |
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| Advisor Group Holdings | 5.9k | $56k | -44% | Mar 2024 |
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| City Holding | 4.1k | $39k | 0% | Mar 2024 |
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| Brian McDonald | 1.9k | $18k | 0% | Mar 2024 |
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| A. Montag and Associates | 1.1k | $11k | 0% | Mar 2024 |
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| PSI Advisors | 574.00 | $5.4k | -50% | Mar 2024 |
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| FNY Investment Advisers | 400.00 | $3.0k | 0% | Mar 2024 |
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| VisionPoint Advisory Group | 400.00 | $3.8k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $8.000000 | 100% | Mar 2024 |
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| FMR | 1.00 | $9.000000 | 100% | Mar 2024 |
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Who sold out of Wells Fargo Advantage Utils?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Woodline Partners | Sep 2023 | 50k | $435k |
| Saba Capital Management | Dec 2023 | 44k | $406k |
| Bridge Advisory | Dec 2023 | 21k | $189k |
| Logan Stone Capital | Dec 2023 | 15k | $141k |
| Susquehanna International | Sep 2023 | 15k | $130k |
| HighTower Advisors | Dec 2023 | 11k | $104k |
| Commonwealth Equity Services | Dec 2023 | 10k | $93k |