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

Institutional Holders (2016Q4)
Portfolio Summary: 2,052 Institutional holders with a total value of $216,884,582,311.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CASCADE INVESTMENT ADVISORS, INC. 10 0 0.00% Call
2 WEALTHCARE CAPITAL MANAGEMENT LLC 15 1,000 0.00%
3 CENTERSTAR FUND, LLC 14,800 1,000 0.00% Put PRN
4 ClariVest Asset Management LLC 39 2,000 0.00%
5 Lowe Wealth Advisors, LLC 33 2,000 0.00%
6 Transamerica Financial Advisors, LLC 37 2,000 0.00%
7 M&T BANK CORP 18 2,000 0.00% Call
8 Clear Harbor Asset Management, LLC 2,500 3,000 0.00% Put
9 GLOBAL RETIREMENT PARTNERS, LLC 900 4,000 0.00% Call
10 BRUDERMAN ASSET MANAGEMENT, LLC 90 5,000 0.00%
11 KELLY LAWRENCE W & ASSOCIATES INC/CA 90 5,000 0.00%
12 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 113 6,000 0.00%
13 HEFTY WEALTH PARTNERS 140 7,000 0.00%
14 Jolley Asset Management, LLC 150 8,000 0.00%
15 Live Your Vision, LLC 139 8,000 0.00%
16 Baltimore-Washington Financial Advisors, Inc. 150,374 8,287 0.00%
17 AlphaMark Advisors, LLC 156 9,000 0.00%
18 SEVENBRIDGE FINANCIAL GROUP, LLC 200 9,000 0.00%
19 D. SCOTT NEAL, INC. 177 10,000 0.00%
20 WEALTHCARE ADVISORY PARTNERS LLC 190 10,000 0.00%
21 LEGACY ADVISORS, LLC 213 11,000 0.00%
22 Corbenic Partners LLC 200 11,000 0.00%
23 GUIDANT WEALTH ADVISORS 205 11,000 0.00%
24 HARVEST FUND MANAGEMENT CO., LTD 262 14,000 0.00%
25 Tortoise Investment Management, LLC 300 17,000 0.00%
26 Vantage Investment Advisors, LLC 316 17,000 0.00%
27 Lenox Wealth Advisors, LLC 305 17,000 0.00%
28 ORRSTOWN FINANCIAL SERVICES INC 401 21,000 0.00%
29 Ledyard National Bank 400 22,000 0.00%
30 Capital Advisors, Ltd. LLC 391 22,000 0.00%
31 EQUITEC SPECIALISTS, LLC 403 22,000 0.00%
32 HOLLOWAY WEALTH MANAGEMENT, LLC 419 23,000 0.00% PRN
33 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 446 24,000 0.00%
34 Financial Engines Advisors L.L.C. 433 24,000 0.00%
35 TD Capital Management LLC 430 24,000 0.00%
36 TLP GROUP LLC 444 24,000 0.00%
37 IBEX WEALTH ADVISORS 455 25,000 0.00%
38 Spot Trading L.L.C 500 28,000 0.00% Call
39 OAKVIEW CAPITAL MANAGEMENT, L.P. 500 28,000 0.00%
40 NEW CAPITAL MANAGEMENT LP 519 29,000 0.00%
41 NewSquare Capital LLC 561 31,000 0.00%
42 FUSION FAMILY WEALTH, LLC 594 32,000 0.00% SH
43 Hanson & Doremus Investment Management 595 32,790 0.00%
44 ISTHMUS PARTNERS, LLC 600 33,000 0.00%
45 SPHINX TRADING, LP 600 33,000 0.00%
46 RPG FAMILY WEALTH ADVISORY, LLC 629 34,664 0.00%
47 STUART CHAUSSEE & ASSOCIATES, INC. 639 35,000 0.00%
48 AYALON INSURANCE COMP LTD. 680 37,000 0.00%
49 Advisors Preferred, LLC 664 37,000 0.00%
50 CREATIVE FINANCIAL DESIGNS INC /ADV 719 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.