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 | $10,024 | -31.5% | 1,147 | -20.7% | 0.00% | -33.3% |
| Q2 2023 | $14,644 | -23.3% | 1,447 | -19.3% | 0.01% | -33.3% |
| Q1 2023 | $19,104 | -4.8% | 1,792 | 0.0% | 0.01% | -18.2% |
| Q4 2022 | $20,070 | -69.1% | 1,792 | -69.9% | 0.01% | -67.6% |
| Q3 2022 | $65,000 | -38.1% | 5,960 | -31.5% | 0.03% | -34.6% |
| Q2 2022 | $105,000 | -18.0% | 8,697 | -5.0% | 0.05% | -1.9% |
| Q1 2022 | $128,000 | -7.9% | 9,158 | -3.2% | 0.05% | -7.0% |
| Q4 2021 | $139,000 | +8.6% | 9,458 | -0.3% | 0.06% | -3.4% |
| Q3 2021 | $128,000 | -17.9% | 9,490 | -21.4% | 0.06% | -35.9% |
| Q1 2021 | $156,000 | -25.0% | 12,071 | -25.6% | 0.09% | -35.7% |
| Q4 2020 | $208,000 | -1.9% | 16,231 | -8.1% | 0.14% | -11.7% |
| Q3 2020 | $212,000 | -34.4% | 17,652 | -29.5% | 0.16% | -37.7% |
| Q2 2020 | $323,000 | -16.5% | 25,042 | -29.7% | 0.26% | -27.0% |
| Q1 2020 | $387,000 | -26.8% | 35,646 | -6.0% | 0.36% | +4.7% |
| Q4 2019 | $529,000 | – | 37,906 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 202,888 | $2,842,000 | 1.24% |
| PSI Advisors, LLC | 9,158 | $128,000 | 0.05% |
| CITY HOLDING CO | 4,117 | $58,000 | 0.01% |
| Cetera Advisors LLC | 25,700 | $360,000 | 0.01% |
| FNY Investment Advisers, LLC | 400 | $5,000 | 0.01% |
| Lee Financial Co | 1,064 | $15,000 | 0.00% |
| Selective Wealth Management, Inc. | 475 | $7,000 | 0.00% |
| Cetera Advisor Networks LLC | 19,366 | $271,000 | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 15,827 | $221,000 | 0.00% |
| Prospera Financial Services Inc | 2,000 | $28,000 | 0.00% |