WELLS FARGO UTILITIES AND HI shareholder history

Current and past WELLS FARGO UTILITIES AND HI shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
CITY HOLDING CO 40400.01%0.02%0.03%Q4 2013Q3 202340
BANK OF AMERICA CORP /DE/ 3810.00%0.00%0.00%Q2 2013Q2 202339
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.01%Q4 2013Q4 202029
Invesco Ltd. 1350.00%0.00%0.00%Q2 2013Q3 202328
Cetera Advisors LLC 1430.00%0.01%0.02%Q3 2016Q3 202325
Cambridge Investment Research Advisors, Inc. 1850.00%0.00%0.00%Q2 2017Q3 202323
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.01%Q3 2014Q4 201922
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.00%0.00%Q2 2014Q3 202321
LPL Financial LLC 1140.00%0.00%0.00%Q2 2013Q3 202321
NEXT Financial Group, Inc 1220.00%0.00%0.00%Q4 2014Q1 202018
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.01%0.03%Q4 2013Q3 202318
Geneos Wealth Management Inc. 1520.00%0.00%0.00%Q3 2017Q1 202217
MONROE BANK & TRUST/MI 620.03%0.04%0.05%Q2 2013Q2 201816
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
PSI Advisors, LLC 960.00%0.11%0.36%Q4 2019Q3 202315
ROYAL BANK OF CANADA 610.00%0.00%0.00%Q2 2013Q4 202114
Cetera Advisor Networks LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
FNY Investment Advisers, LLC 770.00%0.00%0.01%Q2 2018Q3 202314
AdvisorNet Financial, Inc 14140.00%0.00%0.00%Q1 2018Q2 202114
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.74%1.14%1.45%Q4 2020Q3 202312
Selective Wealth Management, Inc. 1110.00%0.01%0.13%Q3 2018Q3 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Advisors Asset Management, Inc. 11110.00%0.03%0.06%Q1 2015Q3 201711
Transamerica Financial Advisors, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
Carroll Financial Associates, Inc. 810.00%0.00%0.00%Q2 2015Q3 20219
DFPG INVESTMENTS, LLC 990.06%0.19%0.33%Q4 2018Q4 20209
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Pinnacle Summer Investments, Inc. 530.00%0.00%0.00%Q3 2013Q4 20158
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q3 2013Q3 20218
Shaker Financial Services, LLC 320.07%0.24%0.50%Q4 2013Q4 20227
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 430.01%0.03%0.05%Q4 2018Q3 20217
COMMONWEALTH EQUITY SERVICES, LLC 410.00%0.00%0.00%Q1 2018Q4 20227
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
WFG Advisors, LP 660.00%0.00%0.00%Q3 2013Q4 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.02%0.03%0.04%Q2 2015Q3 20225
1607 Capital Partners, LLC 550.08%0.18%0.27%Q3 2022Q3 20235
Winfield Associates, Inc. 440.07%0.07%0.08%Q3 2019Q2 20204
DOLIVER ADVISORS, LP 110.07%0.14%0.19%Q4 2014Q1 20184
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2018Q3 20234
HOWE & RUSLING INC 440.00%0.00%0.00%Q2 2013Q1 20144
Ellis Investment Partners, LLC 310.00%0.00%0.00%Q2 2019Q3 20224
Arbor Wealth Management, LLC 310.18%0.21%0.24%Q4 2015Q4 20164
J.W. COLE ADVISORS, INC. 440.01%0.08%0.21%Q4 2019Q3 20204
Lee Financial Co 440.00%0.00%0.00%Q3 2021Q2 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
NEW ENGLAND SECURITIES CORP /MA/ 440.00%0.00%0.00%Q2 2013Q1 20144
Woodline Partners LP 440.00%0.01%0.01%Q4 2022Q3 20234
Addison Advisors LLC 310.01%0.02%0.02%Q4 2020Q4 20214
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
ROBINSON CAPITAL MANAGEMENT, LLC 330.12%0.14%0.16%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 220.00%0.00%0.01%Q4 2017Q1 20182
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2013Q3 20132
HRT FINANCIAL LP 220.01%0.01%0.01%Q4 2019Q1 20202
Creative Planning 110.00%0.00%0.00%Q1 2015Q3 20152
GUGGENHEIM CAPITAL LLC 220.00%0.00%0.00%Q2 2013Q3 20132
FMR LLC 110.00%0.00%0.00%Q3 2021Q1 20222
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
GEODE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
ACG Wealth 110.00%0.06%0.11%Q2 2017Q2 20222
Private Advisor Group, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
First Allied Advisory Services, Inc. 220.01%0.01%0.02%Q2 2013Q3 20132
Prospera Financial Services Inc 110.00%0.01%0.01%Q3 2020Q1 20222
Cornerstone Advisors, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
CLOUGH CAPITAL PARTNERS L P 220.00%0.01%0.01%Q2 2015Q3 20152
WealthShield Partners, LLC 110.17%0.17%0.17%Q3 2020Q3 20201
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
ORG Partners LLC 110.02%0.02%0.02%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2013Q2 20131
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q1 2015Q1 20151
HighTower Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2013Q3 20131
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Global Retirement Partners, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Sandy Spring Bank 110.00%0.00%0.00%Q4 2013Q4 20131
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2019Q2 20191
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
CWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
CORNERSTONE ADVISORS INC 110.09%0.09%0.09%Q3 2015Q3 20151
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
MSI Financial Services Inc 110.00%0.00%0.00%Q2 2013Q2 20131
External links

This page lists all the filers that currently own WELLS FARGO UTILITIES AND HI or have owned WELLS FARGO UTILITIES AND HI in the past.