LPL Financial LLC - WELLS FARGO UTILITIES AND HI ownership

WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 28 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q3 2023$205,359
-12.7%
23,497
+1.1%
0.00%
Q2 2023$235,282
-10.4%
23,249
-5.6%
0.00%
Q1 2023$262,538
+2.2%
24,628
+7.4%
0.00%
Q4 2022$256,861
+20.0%
22,934
+17.3%
0.00%
Q3 2022$214,000
-41.7%
19,557
-35.5%
0.00%
Q2 2022$367,000
+28.3%
30,320
+36.9%
0.00%
-100.0%
Q1 2017$286,000
-47.8%
22,146
-51.5%
0.00%
-50.0%
Q4 2016$548,000
+179.6%
45,707
+182.2%
0.00%
+100.0%
Q3 2016$196,000
-18.7%
16,196
-9.1%
0.00%0.0%
Q2 2016$241,000
-50.1%
17,821
-52.6%
0.00%
+100.0%
Q1 2016$483,000
+33.8%
37,626
+17.8%
0.00%0.0%
Q4 2015$361,000
+101.7%
31,930
+92.9%
0.00%0.0%
Q3 2015$179,000
-41.1%
16,549
-37.4%
0.00%
-50.0%
Q2 2015$304,000
-29.3%
26,419
-19.2%
0.00%0.0%
Q1 2015$430,000
+36.9%
32,690
+33.3%
0.00%0.0%
Q4 2014$314,000
+63.5%
24,523
+63.9%
0.00%
+100.0%
Q3 2014$192,000
+28.0%
14,961
+25.9%
0.00%0.0%
Q1 2014$150,000
+25.0%
11,887
+16.6%
0.00%0.0%
Q4 2013$120,000
-4.8%
10,196
-4.9%
0.00%0.0%
Q3 2013$126,000
-22.2%
10,725
-21.5%
0.00%0.0%
Q2 2013$162,00013,6640.00%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 202,888$2,842,0001.24%
PSI Advisors, LLC 9,158$128,0000.05%
CITY HOLDING CO 4,117$58,0000.01%
Cetera Advisors LLC 25,700$360,0000.01%
FNY Investment Advisers, LLC 400$5,0000.01%
Lee Financial Co 1,064$15,0000.00%
Selective Wealth Management, Inc. 475$7,0000.00%
Cetera Advisor Networks LLC 19,366$271,0000.00%
WOLVERINE ASSET MANAGEMENT LLC 15,827$221,0000.00%
Prospera Financial Services Inc 2,000$28,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders