Who owns Wells Fargo Advantage Utils?
- Ticker: ERH
- CUSIP Number: 94987E109
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 467k | $7.0M | 100% | Jun 2025 |
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| 1607 Capital Partners | 361k | $4.5M | -2% | Sep 2025 |
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| Zimmer Partners | 129k | $1.6M | 0% | Sep 2025 |
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| Cohen & Steers Capital Management | 125k | $1.5M | 1150% | Sep 2025 |
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| Blue Bell Private Wealth Management | 86k | $1.1M | 1% | Sep 2025 |
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| Robinson Capital Management | 55k | $733k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 23k | $287k | 100% | Sep 2025 |
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| H D Vest Advisory Services | 22k | $248k | 2% | Jun 2025 |
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| Level Four Advisory Services | 21k | $254k | 2% | Sep 2025 |
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| LPL Financial | 17k | $212k | 11% | Sep 2025 |
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| Cambridge Investment Research Advisors | 12k | $149k | 100% | Sep 2025 |
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| Integrated Wealth Concepts | 12k | $143k | 12% | Sep 2025 |
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| Saba Capital Management | 11k | $139k | -97% | Sep 2025 |
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| UBS Group | 11k | $131k | -8% | Sep 2025 |
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| ORG Partners | 9.8k | $121k | -2% | Sep 2025 |
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| Advisor Group Holdings | 5.5k | $66k | 39% | Sep 2025 |
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| Principal Securities | 4.3k | $53k | -50% | Sep 2025 |
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| City Holding | 4.1k | $51k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 4.1k | $50k | 100% | Sep 2025 |
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| CoreCap Advisors | 2.3k | $28k | 0% | Sep 2025 |
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| CX Institutional | 2.2k | $27k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 774.00 | $9.6k | -40% | Sep 2025 |
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| FNY Investment Advisers | 400.00 | $4.0k | 0% | Jun 2025 |
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| GAMMA Investing | 9.00 | $110.999700 | 0% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $11.000000 | 0% | Sep 2025 |
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Who sold out of Wells Fargo Advantage Utils?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Landscape Capital Management | Jun 2025 | 14k | $160k |
| Tactive Advisors | Jun 2025 | 13k | $154k |
| Raymond James Financial | Jun 2025 | 2.2k | $25k |