Dark
Light
System
Security
WELLS FARGO & CO NEW
WELLS FARGO & CO NEW. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 1,826 Institutional holders with a total value of $218,872,230,869.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PIERSHALE FINANCIAL GROUP, INC. 2 0 0.00%
2 M&T BANK CORP 1,700 1,000 0.00% Call
3 NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 40 2,000 0.00%
4 ROBLE, BELKO & COMPANY, INC 50 3,000 0.00%
5 SOUTH GEORGIA CAPITAL, LLC 53 3,000 0.00%
6 SMITH ASSET MANAGEMENT GROUP LP 58 3,000 0.00%
7 AlphaMark Advisors, LLC 56 3,000 0.00%
8 Financial Management Professionals, Inc. 151 8,000 0.00%
9 US FINANCIAL ADVISORS, LLC 169 9,000 0.00%
10 KELLY LAWRENCE W & ASSOCIATES INC/CA 170 9,000 0.00%
11 ClariVest Asset Management LLC 176 10,000 0.00%
12 Dunvegan Associates, Inc. 200 11,000 0.00%
13 Jefferies Group LLC 200 11,000 0.00% Put
14 SRH ADVISORS, LLC 200 11,000 0.00%
15 D'Orazio & Associates, Inc. 245 13,000 0.00%
16 HAP Trading, LLC 21,600 13,000 0.00% Put
17 Capital Advisors, Ltd. LLC 284 15,000 0.00%
18 Beacon Capital Management, Inc. 299 16,000 0.00%
19 Broderick Brian C 300 16,000 0.00%
20 RISK PARADIGM GROUP, LLC 300 16,320 0.00%
21 Index Management Solutions, LLC 319 17,000 0.00%
22 SEARLE & CO. 339 18,000 0.00%
23 Global X Management CO LLC 332 18,000 0.00%
24 COLONY GROUP LLC 382 21,000 0.00%
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 408 22,000 0.00%
26 Burt Wealth Advisors 4,570 22,000 0.00%
27 Camarda Financial Advisors, LLC 416 23,000 0.00%
28 TD Capital Management LLC 430 23,000 0.00%
29 WOLVERINE ASSET MANAGEMENT LLC 28 23,000 0.00% Call
30 Horrell Capital Management, Inc. 469 26,000 0.00%
31 Tortoise Investment Management, LLC 513 28,000 0.00%
32 Spectrum Management Group, LLC 525 29,000 0.00%
33 Summit Financial Wealth Advisors, LLC 535 30,000 0.00%
34 ISTHMUS PARTNERS, LLC 600 33,000 0.00%
35 Ruggie Capital Group 620 34,000 0.00%
36 Financial Engines Advisors L.L.C. 640 35,000 0.00%
37 ORRSTOWN FINANCIAL SERVICES INC 650 35,000 0.00%
38 Jolley Asset Management, LLC 700 38,000 0.00%
39 Veritas Investment Management (UK) Ltd 695 38,000 0.00%
40 JAMES INVESTMENT RESEARCH, INC. 695 38,000 0.00%
41 Hanson & Doremus Investment Management 723 39,000 0.00%
42 BRUDERMAN ASSET MANAGEMENT, LLC 787 43,000 0.00%
43 Smith Affiliated Capital Corp. 800 43,520 0.00% PRN
44 Tower Research Capital LLC (TRC) 871 47,000 0.00%
45 AMERICAFIRST CAPITAL MANAGEMENT, LLC 917 49,885 0.00%
46 CRAMER ROSENTHAL MCGLYNN LLC 1,000 54,000 0.00%
47 First Washington CORP 1,000 54,000 0.00%
48 Gradient Investments LLC 1,030 56,000 0.00%
49 Corbenic Partners LLC 1,074 58,000 0.00%
50 Bank of New York Mellon Corp 1,081 59,000 0.00% Call
Page 1 of 37

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.