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Wells Fargo & Co New
Wells Fargo & Co New. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 28 Institutional holders with a total value of $36,069,117.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 470,340 13,706,000 38.00%
2 HUNTINGTON NATIONAL BANK 202,280 5,894,000 16.34%
3 AMERIPRISE FINANCIAL INC 163,308 4,767,000 13.22%
4 MID CONTINENT CAPITAL LLC/IL 122,050 3,557,000 9.86%
5 GLENMEDE TRUST CO NA 41,319 1,203,000 3.34%
6 DAVIDSON & GARRARD INC 40,220 1,172,000 3.25%
7 PARAMETRIC PORTFOLIO ASSOCIATES LLC 34,194 996,000 2.76%
8 REAVES W H & CO INC 24,014 700,000 1.94%
9 Mathes Company, Inc. 20,025 584,000 1.62%
10 Edge Wealth Management LLC 18,850 549,000 1.52%
11 TOWER BRIDGE ADVISORS 18,800 547,832 1.52%
12 American Research & Management Co. 13,700 399,000 1.11%
13 WESBANCO BANK INC 13,090 381,000 1.06%
14 PARK NATIONAL CORP /OH/ 12,281 357,868 0.99%
15 LOGAN CAPITAL MANAGEMENT INC 11,400 332,000 0.92%
16 SHAPIRO CAPITAL MANAGEMENT LLC 10,500 305,970 0.85%
17 Azimuth Capital Management LLC 9,000 262,000 0.73%
18 LAFFER TENGLER INVESTMENTS, INC. 2,380 69,353 0.19%
19 America First Investment Advisors, LLC 2,125 62,000 0.17%
20 KELLY LAWRENCE W & ASSOCIATES INC/CA 1,700 50,000 0.14%
21 CHILTON CAPITAL MANAGEMENT LLC 1,550 45,167 0.13%
22 Highlander Capital Management, LLC 1,000 29,140 0.08%
23 HIGH POINT BANK & TRUST CO 1,000 29,000 0.08%
24 Sandy Spring Bank 950 28,000 0.08%
25 REILLY FINANCIAL ADVISORS, LLC 700 20,000 0.06%
26 PRIVATE TRUST CO NA 425 12,000 0.03%
27 QCI ASSET MANAGEMENT INC/NY 327 10,000 0.03%
28 West Oak Capital, LLC 27 787 0.00%

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.