Who owns Wells Fargo Advantage Utils?

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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 380k $4.2M -5% Sep 2024
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Morgan Stanley 369k $5.2M 2% Jun 2024
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Saba Capital Management 258k $2.5M 100% Jun 2024
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Wolverine Asset Management 82k $919k 157% Sep 2024
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Robinson Capital Management 55k $620k 0% Sep 2024
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Logan Stone Capital 39k $434k 2% Sep 2024
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Landscape Capital Management 36k $403k -35% Sep 2024
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Principal Securities 29k $327k -2% Sep 2024
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Blue Bell Private Wealth Management 27k $305k 5702% Sep 2024
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Stifel Financial 23k $224k -9% Jun 2024
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Cornerstone Advisors 19k $210k -84% Sep 2024
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LPL Financial 17k $192k -19% Sep 2024
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Innova Wealth Partners 16k $175k 100% Sep 2024
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Arlington Capital Management 16k $175k -1% Sep 2024
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Arete Wealth Advisors 15k $169k 100% Sep 2024
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ORG Partners 10k $114k 2% Sep 2024
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City Holding 4.1k $46k 0% Sep 2024
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CoreCap Advisors 3.7k $41k 100% Sep 2024
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Advisor Group Holdings 3.2k $35k -47% Sep 2024
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Northwestern Mutual Wealth Management Company 2.7k $30k -10% Sep 2024
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A. Montag and Associates 1.1k $13k 0% Sep 2024
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PSI Advisors 574.00 $6.4k 0% Sep 2024
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FNY Investment Advisers 400.00 $4.0k 100% Sep 2024
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Pnc Financial Services 300.00 $3.3k 0% Sep 2024
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Bank of America Corporation 100.00 $1.1k 100% Sep 2024
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Wells Fargo & Company 1.00 $10.000000 100% Sep 2024
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Who sold out of Wells Fargo Advantage Utils?

Fund or Company Name Date Sold Shares Held Valued At
Cetera Investment Advisers Mar 2024 11k $106k
Sanctuary Advisors Jun 2024 10k $92k
Nations Financial Group Jun 2024 10k $98k
VisionPoint Advisory Group Jun 2024 400.00 $3.9k
Beaird Harris Wealth Management Jun 2024 355.00 $3.5k
Royal Bank of Canada Jun 2024 100.00 $1.0k