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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,653 | -6.6% | 15,977 | +8.1% | 0.00% | – |
| Q2 2023 | $149,525 | -16.3% | 14,774 | -11.8% | 0.00% | – |
| Q1 2023 | $178,557 | -41.3% | 16,749 | -38.3% | 0.00% | -100.0% |
| Q4 2022 | $304,000 | -9.0% | 27,125 | -11.0% | 0.00% | 0.0% |
| Q3 2022 | $334,000 | -81.4% | 30,490 | -79.4% | 0.00% | -75.0% |
| Q2 2022 | $1,795,000 | +230.0% | 148,315 | +282.3% | 0.00% | +300.0% |
| Q1 2022 | $544,000 | -13.2% | 38,799 | -8.7% | 0.00% | 0.0% |
| Q4 2021 | $627,000 | +9.6% | 42,486 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $572,000 | -9.4% | 42,404 | -3.3% | 0.00% | 0.0% |
| Q2 2021 | $631,000 | +9.5% | 43,845 | -1.4% | 0.00% | 0.0% |
| Q1 2021 | $576,000 | +18.0% | 44,473 | +17.2% | 0.00% | 0.0% |
| Q4 2020 | $488,000 | -0.4% | 37,933 | -6.9% | 0.00% | 0.0% |
| Q3 2020 | $490,000 | -9.8% | 40,750 | -3.0% | 0.00% | -50.0% |
| Q2 2020 | $543,000 | +175.6% | 41,996 | +131.2% | 0.00% | +100.0% |
| Q1 2020 | $197,000 | – | 18,163 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 275,458 | $3,085,124 | 1.29% |
| 1607 Capital Partners, LLC | 163,944 | $1,836,173 | 0.13% |
| Shaker Financial Services, LLC | 13,748 | $155,008 | 0.07% |
| PSI Advisors, LLC | 1,792 | $20,070 | 0.01% |
| CITY HOLDING CO | 4,117 | $46,110 | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 55,979 | $626,964 | 0.01% |
| FNY Investment Advisers, LLC | 400 | $4 | 0.01% |
| Cetera Advisors LLC | 24,200 | $271,040 | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 2,291 | $25,659 | 0.00% |
| CoreCap Advisors, LLC | 2,290 | $25,648 | 0.00% |