WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 23 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,696,155 | -6.5% | 308,485 | +8.3% | 0.95% | -10.6% |
| Q2 2023 | $2,883,550 | -2.0% | 284,936 | +3.2% | 1.06% | -6.9% |
| Q1 2023 | $2,942,323 | -4.6% | 276,015 | +0.2% | 1.14% | -11.8% |
| Q4 2022 | $3,085,124 | +3.8% | 275,458 | +1.4% | 1.29% | -11.1% |
| Q3 2022 | $2,971,000 | +3.5% | 271,612 | +16.3% | 1.45% | +4.8% |
| Q2 2022 | $2,870,000 | +1.0% | 233,518 | +15.1% | 1.38% | +11.4% |
| Q1 2022 | $2,842,000 | +6.9% | 202,888 | +12.6% | 1.24% | +3.2% |
| Q4 2021 | $2,659,000 | +14.0% | 180,237 | +4.2% | 1.20% | +4.6% |
| Q3 2021 | $2,332,000 | +11.8% | 172,974 | +19.2% | 1.15% | +8.1% |
| Q2 2021 | $2,086,000 | +19.7% | 145,073 | +8.0% | 1.06% | -1.7% |
| Q1 2021 | $1,742,000 | +11.2% | 134,282 | +10.1% | 1.08% | +46.3% |
| Q4 2020 | $1,567,000 | – | 121,922 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridge Advisory, LLC | 172,974 | $2,332,000 | 1.15% |
| PSI Advisors, LLC | 9,490 | $128,000 | 0.06% |
| Addison Advisors LLC | 2,106 | $28,000 | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11,400 | $154,000 | 0.01% |
| CITY HOLDING CO | 4,117 | $55,000 | 0.01% |
| Cetera Advisors LLC | 22,700 | $306,000 | 0.01% |
| Cetera Advisor Networks LLC | 21,436 | $289,000 | 0.00% |
| Lee Financial Co | 1,064 | $14,000 | 0.00% |
| Selective Wealth Management, Inc. | 475 | $6,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 42,404 | $572,000 | 0.00% |