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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Who bought or sold Wells Fargo Advantage Utils this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |