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

Institutional Holders (2016Q3)
Portfolio Summary: 1,982 Institutional holders with a total value of $167,630,044,471.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Concert Wealth Management Inc. 100 0 0.00% Call
2 M&T BANK CORP 1 0 0.00% Call
3 FIRST NEW YORK SECURITIES LLC /NY 75 550 0.00% Call
4 Lowe Wealth Advisors, LLC 33 1,000 0.00%
5 Cowen Prime Services LLC 20 1,000 0.00%
6 TAYLOR WEALTH MANAGEMENT PARTNERS 20 1,000 0.00%
7 AlphaMark Advisors, LLC 56 2,000 0.00% SH
8 ROBLE, BELKO & COMPANY, INC 50 2,000 0.00%
9 Creative Planning 6,100 2,000 0.00% Call
10 KELLY LAWRENCE W & ASSOCIATES INC/CA 90 4,000 0.00%
11 WEALTHCARE CAPITAL MANAGEMENT LLC 115 5,000 0.00%
12 EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 144 6,000 0.00%
13 Live Your Vision, LLC 139 6,000 0.00%
14 PATHSTONE FAMILY OFFICE, LLC 172 8,000 0.00%
15 Financial Management Professionals, Inc. 185 8,000 0.00%
16 WEALTHCARE ADVISORY PARTNERS LLC 190 8,000 0.00%
17 D. SCOTT NEAL, INC. 177 8,000 0.00%
18 Bluefin Trading, LLC 112,700 8,000 0.00% Call
19 SEVENBRIDGE FINANCIAL GROUP, LLC 200 9,000 0.00%
20 Corbenic Partners LLC 200 9,000 0.00%
21 GUIDANT WEALTH ADVISORS 205 9,000 0.00%
22 Jolley Asset Management, LLC 250 11,000 0.00%
23 HEARTWOOD WEALTH MANAGEMENT LTD 250 11,000 0.00%
24 Vantage Investment Advisors, LLC 279 12,000 0.00%
25 EDMOND DE ROTHSCHILD (MONACO) 293 13,000 0.00%
26 Capital Advisors, Ltd. LLC 284 13,000 0.00%
27 Mitsubishi UFJ Securities Holdings Co., Ltd. 300 13,000 0.00%
28 Tortoise Investment Management, LLC 300 13,000 0.00%
29 Camelot Portfolios, LLC 12,000 13,000 0.00%
30 ORRSTOWN FINANCIAL SERVICES INC 306 14,000 0.00%
31 BRUDERMAN ASSET MANAGEMENT, LLC 361 16,000 0.00%
32 Lenox Wealth Advisors, LLC 365 16,000 0.00%
33 RPG FAMILY WEALTH ADVISORY, LLC 383 16,959 0.00%
34 Horrell Capital Management, Inc. 350 17,000 0.00%
35 EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 367,500 18,000 0.00% Call
36 EDMOND DE ROTHSCHILD HOLDING S.A. 367,500 18,000 0.00% Call
37 HERNDON CAPITAL MANAGEMENT LLC 426 19,000 0.00%
38 TD Capital Management LLC 511 23,000 0.00%
39 Hanson & Doremus Investment Management 595 26,000 0.00%
40 ISTHMUS PARTNERS, LLC 600 27,000 0.00%
41 STUART CHAUSSEE & ASSOCIATES, INC. 639 28,000 0.00%
42 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 667 29,000 0.00%
43 AYALON INSURANCE COMP LTD. 680 30,000 0.00%
44 Elite Wealth Management, Inc. 772 34,000 0.00%
45 Redwood Investments, LLC 800 35,000 0.00% SH
46 SRH ADVISORS, LLC 850 38,000 0.00%
47 ASSET PLANNING SERVICES, LTD. 859 38,000 0.00%
48 Camarda Financial Advisors, LLC 892 39,000 0.00%
49 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 913 40,000 0.00%
50 Riggs Asset Managment Co. Inc. 897 40,000 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.