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

Institutional Holders (2017Q2)
Portfolio Summary: 1,998 Institutional holders with a total value of $213,753,599,347.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1951 ORRSTOWN FINANCIAL SERVICES INC 550 30,000 0.00%
1952 NEW CAPITAL MANAGEMENT LP 519 29,000 0.00%
1953 Mitsubishi UFJ Securities Holdings Co., Ltd. 510 28,000 0.00%
1954 ROBLE, BELKO & COMPANY, INC 473 26,000 0.00%
1955 TD Capital Management LLC 430 24,000 0.00%
1956 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 434 24,000 0.00%
1957 IHT WEALTH MANAGEMENT, LLC 15,017 23,000 0.00%
1958 HOLLOWAY WEALTH MANAGEMENT, LLC 419 23,000 0.00% PRN
1959 Hanson & Doremus Investment Management 400 22,000 0.00%
1960 JAMES INVESTMENT RESEARCH, INC. 400 22,000 0.00%
1961 LEGACY ADVISORS, LLC 413 22,000 0.00%
1962 Capital Advisors, Ltd. LLC 391 22,000 0.00%
1963 Financial Engines Advisors L.L.C. 383 21,000 0.00%
1964 HAP Trading, LLC 26,100 21,000 0.00% Put
1965 FUSION FAMILY WEALTH, LLC 320 18,000 0.00% SH
1966 RAYMOND JAMES & ASSOCIATES 12,400 16,000 0.00% Call
1967 FNY PARTNERS FUND LP 300 16,000 0.00% Call
1968 SPIDERROCK ADVISORS, LLC 5,900 13,000 0.00% Call PRN
1969 FORTIS ADVISORS, LLC 200 12,000 0.00%
1970 SEVENBRIDGE FINANCIAL GROUP, LLC 200 11,000 0.00%
1971 SPIDERROCK ADVISORS, LLC 6,500 11,000 0.00% Put PRN
1972 GUIDANT WEALTH ADVISORS 205 11,000 0.00%
1973 Corbenic Partners LLC 200 11,000 0.00%
1974 Vantage Investment Advisors, LLC 180 10,000 0.00%
1975 NewSquare Capital LLC 175 10,000 0.00%
1976 D. SCOTT NEAL, INC. 177 10,000 0.00%
1977 AlphaMark Advisors, LLC 156 9,000 0.00% SH
1978 Live Your Vision, LLC 139 8,000 0.00%
1979 Jump Trading, LLC 150 8,000 0.00%
1980 Financial Management Professionals, Inc. 160 8,000 0.00%
1981 Jolley Asset Management, LLC 150 8,000 0.00%
1982 PINKERTON WEALTH, LLC 153 8,000 0.00%
1983 SeaBridge Investment Advisors LLC 120 7,000 0.00%
1984 HEFTY WEALTH PARTNERS 140 7,000 0.00%
1985 MOTCO 100 6,000 0.00%
1986 AGF INVESTMENTS LLC 101 6,000 0.00%
1987 BRUDERMAN ASSET MANAGEMENT, LLC 92 5,000 0.00%
1988 LEE FINANCIAL CORP 50 3,000 0.00%
1989 WEALTHCARE ADVISORY PARTNERS LLC 49 3,000 0.00%
1990 Kessler Investment Group, LLC 29 2,000 0.00%
1991 INR ADVISORY SERVICES LLC 30 2,000 0.00%
1992 KINGSVIEW WEALTH MANAGEMENT, LLC 500 1,000 0.00% Call
1993 M&T BANK CORP 3 1,000 0.00% Call
1994 Transamerica Financial Advisors, LLC 9 1,000 0.00%
1995 FLAHARTY ASSET MANAGEMENT, LLC 6 307 0.00%
1996 CREDIT AGRICOLE S A 0 0 0.00% Call
1997 MARSHFIELD ASSOCIATES 6 0 0.00%
1998 ASHBURTON (JERSEY) LTD 0 0 0.00%
Page 40 of 40

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.