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

Institutional Holders (2017Q2)
Portfolio Summary: 193 Institutional holders with a total value of $3,409,252,278.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 IHT WEALTH MANAGEMENT, LLC 15 0 0.00%
2 West Oak Capital, LLC 2 2,622 0.00%
3 North Star Investment Management Corp. 2 3,000 0.00%
4 MASCOMA WEALTH MANAGEMENT LLC 2 3,000 0.00%
5 LS Investment Advisors, LLC 64 4,000 0.00%
6 THOMPSON DAVIS & CO., INC. 4 5,000 0.00%
7 CRIBSTONE CAPITAL MANAGEMENT, LLC 4 5,000 0.00%
8 GLOBAL RETIREMENT PARTNERS, LLC 5 7,000 0.00%
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9 12,000 0.00%
10 GLENMEDE TRUST CO NA 10 12,000 0.00%
11 BRUDERMAN ASSET MANAGEMENT, LLC 10 13,000 0.00%
12 FIRST INTERSTATE BANK 10 13,000 0.00%
13 WFG Advisors, LP 10 13,000 0.00%
14 NWQ INVESTMENT MANAGEMENT COMPANY, LLC 11,435 15,000 0.00% PRN
15 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 12 15,000 0.00%
16 Johnson Financial Group, Inc. 12 16,000 0.00%
17 M&R CAPITAL MANAGEMENT INC 15 20,000 0.00%
18 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 17 22,000 0.00%
19 ASSET ADVISORS CORP 20 26,000 0.00%
20 CWM, LLC 20 26,000 0.00%
21 Sandy Spring Bank 20 26,000 0.00%
22 Blume Capital Management, Inc. 25 33,000 0.00%
23 WASHINGTON TRUST BANK 25 33,000 0.00%
24 D.A. DAVIDSON & CO. 50 65,000 0.00%
25 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 50 65,556 0.00%
26 FARMERS & MERCHANTS INVESTMENTS INC 50 66,000 0.00%
27 CLEAR PERSPECTIVE ADVISORS, LLC 60 79,000 0.00%
28 OPPENHEIMER ASSET MANAGEMENT INC. 62 81,000 0.00%
29 IFP ADVISORS, INC 75 98,000 0.00%
30 Creative Planning 93 122,000 0.00%
31 HOLLOWAY WEALTH MANAGEMENT, LLC 100 131,000 0.00% PRN
32 AGF INVESTMENTS INC. 105 138,000 0.00%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 126 165,000 0.00%
34 FIFTH THIRD BANCORP 145 190,000 0.01%
35 BROWN BROTHERS HARRIMAN & CO 150 197,000 0.01%
36 Harbour Capital Advisors, LLC 262,222 200,000 0.01%
37 CETERA INVESTMENT ADVISERS 156 206,000 0.01%
38 Cetera Advisors LLC 156 206,000 0.01%
39 Nelson Capital Management, LLC 160 210,000 0.01%
40 Sigma Planning Corp 162 212,000 0.01%
41 GAMCO INVESTORS, INC. ET AL 175 229,000 0.01%
42 Newman Dignan & Sheerar, Inc. 182 238,000 0.01%
43 First Allied Advisory Services, Inc. 184 243,000 0.01%
44 Cordasco Financial Network 185 243,000 0.01%
45 Evanson Asset Management, LLC 200 262,000 0.01%
46 D L CARLSON INVESTMENT GROUP INC 200 262,000 0.01%
47 DAVIS R M INC 200 262,000 0.01%
48 Aull & Monroe Investment Management Corp 215 282,000 0.01%
49 PNC FINANCIAL SERVICES GROUP, INC. 219 287,000 0.01%
50 MARATHON CAPITAL MANAGEMENT 220 288,000 0.01%
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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.