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WELLS FARGO & CO NEW
WELLS FARGO & CO NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 1,737 Institutional holders with a total value of $210,059,398,051.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PIERSHALE FINANCIAL GROUP, INC. 2 0 0.00%
2 INSIGHT 2811, INC. 10 1,000 0.00% Call
3 MACROVIEW INVESTMENT MANAGEMENT LLC 13 1,000 0.00%
4 Antonetti Capital Management LLC 20 1,000 0.00%
5 Camarda Financial Advisors, LLC 28 1,000 0.00%
6 IBERIABANK CORP 47 2,450 0.00%
7 SMITH ASSET MANAGEMENT GROUP LP 58 3,000 0.00%
8 Madden Advisory Services, Inc. 59 3,000 0.00%
9 SOUTH GEORGIA CAPITAL, LLC 53 3,000 0.00%
10 LAFFER TENGLER INVESTMENTS, INC. 64 3,319 0.00%
11 Bluefin Trading, LLC 55,000 4,000 0.00% Put
12 Capital Advisors, Ltd. LLC 109 5,000 0.00%
13 Beacon Capital Management, Inc. 99 5,000 0.00%
14 WEST COAST ASSET MANAGEMENT INC 104 5,394 0.00%
15 NuWave Investment Management, LLC 133 7,000 0.00%
16 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 176 9,000 0.00%
17 ELEFANTE MICHAEL B 193 10,000 0.00%
18 Tortoise Investment Management, LLC 200 10,000 0.00%
19 Dunvegan Associates, Inc. 200 10,000 0.00%
20 SRH ADVISORS, LLC 200 10,000 0.00%
21 Creative Planning 1,000 10,000 0.00% Call
22 D'Orazio & Associates, Inc. 245 13,000 0.00%
23 AlphaMark Advisors, LLC 331 17,000 0.00%
24 Broderick Brian C 337 18,000 0.00%
25 CENTRAL BANK & TRUST CO 397 21,000 0.00%
26 AMERICAN ASSET MANAGEMENT INC. 500 22,000 0.00%
27 Horrell Capital Management, Inc. 569 24,000 0.00%
28 Corbenic Partners LLC 495 26,000 0.00%
29 M&T BANK CORP 4,500 26,000 0.00% Call
30 Spectrum Management Group, LLC 525 27,000 0.00%
31 HAP Trading, LLC 159,100 34,000 0.00% Put
32 SUMMIT SECURITIES GROUP LLC 924 34,000 0.00% Put
33 Veritas Investment Management (UK) Ltd 695 36,000 0.00%
34 Financial Engines Advisors L.L.C. 685 36,000 0.00%
35 JAMES INVESTMENT RESEARCH, INC. 695 36,000 0.00%
36 Lehman Financial Resources, Inc. 700 36,000 0.00%
37 Jolley Asset Management, LLC 700 36,000 0.00%
38 Gradient Investments LLC 718 37,000 0.00%
39 Gary Goldberg Planning Services Inc 787 41,000 0.00%
40 Smith Affiliated Capital Corp. 800 41,496 0.00% PRN
41 Invictus RG Pte. Ltd. 809 42,000 0.00%
42 Lenox Wealth Advisors, LLC 910 47,000 0.00%
43 Hanson & Doremus Investment Management 908 47,000 0.00%
44 CRAMER ROSENTHAL MCGLYNN LLC 1,000 52,000 0.00%
45 First Washington CORP 1,000 52,000 0.00%
46 Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1,030 53,000 0.00%
47 Redwood Investments, LLC 1,110 58,000 0.00% SH
48 Winfield Associates, Inc. 1,197 62,000 0.00%
49 Private Ocean, LLC 1,236 64,000 0.00%
50 Community Financial Services Group, LLC 1,320 69,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.