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
Download as csv
Download as Excel
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 | 498k | $9.5M | 6% | Mar 2026 |
|
| 1607 Capital Partners | 315k | $3.8M | -1% | Jun 2026 |
|
| Zimmer Partners | 129k | $1.6M | 0% | Jun 2026 |
|
| Cohen & Steers Capital Management | 123k | $1.5M | -8% | Jun 2026 |
|
| Blue Bell Private Wealth Management | 91k | $1.1M | 1% | Jun 2026 |
|
| Shaker Financial Services | 45k | $551k | 100% | Jun 2026 |
|
| LPL Financial | 40k | $477k | 43% | Jun 2026 |
|
| Cetera Investment Advisers | 29k | $352k | 21% | Jun 2026 |
|
| Level Four Advisory Services | 28k | $337k | 10% | Jun 2026 |
|
| Integrated Wealth Concepts | 23k | $275k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 18k | $222k | 29% | Jun 2026 |
|
| Stifel Financial | 14k | $164k | 100% | Jun 2026 |
|
| Advisor Group Holdings | 12k | $142k | 43% | Jun 2026 |
|
| Decision Investments | 11k | $134k | 0% | Jun 2026 |
|
| UBS Group | 11k | $133k | 2% | Jun 2026 |
|
| City Holding | 4.1k | $50k | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 4.1k | $49k | 0% | Jun 2026 |
|
| CoreCap Advisors | 3.3k | $40k | 44% | Jun 2026 |
|
| Mercer Global Advisors | 2.9k | $35k | 100% | Jun 2026 |
|
| Institute For Wealth Management | 562.00 | $6.8k | 100% | Jun 2026 |
|
| TD Waterhouse Canada | 500.00 | $6.0k | 100% | Jun 2026 |
|
| FNY Investment Advisers | 400.00 | $4.0k | 0% | Jun 2026 |
|
| Highline Wealth Partners | 250.00 | $3.0k | 0% | Jun 2026 |
|
| Buck Wealth Strategies | 200.00 | $2.4k | 100% | Jun 2026 |
|
| GAMMA Investing | 9.00 | $108.999900 | 0% | Jun 2026 |
|
| Wells Fargo & Company | 1.00 | $12.000000 | 100% | Jun 2026 |
|
Who sold out of Wells Fargo Advantage Utils?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Mar 2026 | 17k | $201k |
| Stratos Wealth Partners | Mar 2026 | 14k | $163k |
| Raymond James Financial | Mar 2026 | 11k | $136k |
| Golden State Equity Partners | Mar 2026 | 9.8k | $118k |
| Bryn Mawr Trust | Mar 2026 | 1.0k | $12k |
| CWM | Dec 2025 | 553.00 | $7.0k |
| Harbour Investments | Mar 2026 | 333.00 | $4.0k |