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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
101 Kavar Capital Partners, LLC 1,040 1,364,000 0.04%
102 MACKENZIE FINANCIAL CORP 1,000 1,311,000 0.04%
103 Calamos Wealth Management LLC 977 1,281,000 0.04%
104 MILLENNIUM MANAGEMENT LLC 954 1,251,000 0.04%
105 WEDBUSH SECURITIES INC 940 1,232,000 0.04%
106 Janney Montgomery Scott LLC 931 1,221,000 0.04%
107 ASPIRIANT, LLC 925 1,213,000 0.04%
108 RUSSELL INVESTMENTS GROUP, LTD. 900 1,180,000 0.03%
109 INGALLS & SNYDER LLC 866 1,135,000 0.03%
110 SCHNIEDERS CAPITAL MANAGEMENT LLC 855 1,121,000 0.03%
111 Essex Financial Services, Inc. 801 1,050,000 0.03%
112 WHITTIER TRUST CO OF NEVADA INC 753 987,000 0.03%
113 ADVISOR GROUP, INC. 745 977,000 0.03%
114 EVERGREEN CAPITAL MANAGEMENT LLC 737 966,000 0.03%
115 M&T BANK CORP 648 850,000 0.02%
116 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 495 649,000 0.02%
117 Strategic Advisors LLC 493 646,000 0.02%
118 HANCOCK WHITNEY CORP 460 603,000 0.02%
119 CITIGROUP INC 434 569,000 0.02%
120 SCOTIA CAPITAL INC. 430 564,000 0.02%
121 SYMPHONY ASSET MANAGEMENT LLC 430 564,000 0.02%
122 BOK Financial Private Wealth, Inc. 425 557,000 0.02%
123 NORTHERN TRUST CORP 419 549,000 0.02%
124 UNITED CAPITAL FINANCIAL ADVISORS, LLC 415 544,000 0.02%
125 SIT INVESTMENT ASSOCIATES INC 400 524,000 0.02%
126 Fernwood Investment Management, LLC 400 524,000 0.02%
127 HAMEL ASSOCIATES, INC. 395 518,000 0.02%
128 BRIDGEWORTH, LLC 390 515,000 0.02%
129 BESSEMER GROUP INC 376 493,000 0.01%
130 QUEST INVESTMENT MANAGEMENT LLC 347 455,000 0.01%
131 Virtu KCG Holdings LLC 336 441,000 0.01%
132 Pinnacle Advisory Group, Inc. 316 414,000 0.01%
133 BLAIR WILLIAM & CO/IL 310 406,000 0.01%
134 COMMERCE BANK 265 348,000 0.01%
135 OPPENHEIMER & CO INC 264 346,000 0.01%
136 WOLVERINE TRADING LP /BD 262 343,000 0.01%
137 GABELLI & Co INVESTMENT ADVISERS, INC. 250 328,000 0.01%
138 Bank of New York Mellon Corp 248 325,000 0.01%
139 NORTHWEST WEALTH MANAGEMENT, LLC 242 317,000 0.01%
140 VALUEWORKS LLC 236 309,000 0.01%
141 DIMENSION CAPITAL MANAGEMENT PARTNERS /ADV 5,518 306,000 0.01%
142 Windsor Financial Group, LLC 230 302,000 0.01%
143 CSS LLC/IL 220 289,000 0.01%
144 MARATHON CAPITAL MANAGEMENT 220 288,000 0.01%
145 PNC FINANCIAL SERVICES GROUP, INC. 219 287,000 0.01%
146 Aull & Monroe Investment Management Corp 215 282,000 0.01%
147 DAVIS R M INC 200 262,000 0.01%
148 D L CARLSON INVESTMENT GROUP INC 200 262,000 0.01%
149 Evanson Asset Management, LLC 200 262,000 0.01%
150 Cordasco Financial Network 185 243,000 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.