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

Institutional Holders (2014Q4)
Portfolio Summary: 28 Institutional holders with a total value of $33,263,620.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 449,163 13,102,000 39.39%
2 AMERIPRISE FINANCIAL INC 302,998 8,838,000 26.57%
3 MID CONTINENT CAPITAL LLC/IL 84,150 2,455,000 7.38%
4 GLENMEDE TRUST CO NA 41,319 1,204,000 3.62%
5 DAVIDSON & GARRARD INC 38,920 1,135,000 3.41%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 33,755 985,000 2.96%
7 American Research & Management Co. 25,900 756,000 2.27%
8 REAVES W H & CO INC 22,539 657,000 1.98%
9 TOWER BRIDGE ADVISORS 20,700 603,819 1.82%
10 Mathes Company, Inc. 20,025 584,000 1.76%
11 Edge Wealth Management LLC 18,850 548,000 1.65%
12 WESBANCO BANK INC 13,090 382,000 1.15%
13 PARK NATIONAL CORP /OH/ 12,330 359,666 1.08%
14 Janney Montgomery Scott LLC 11,425 333,267 1.00%
15 LOGAN CAPITAL MANAGEMENT INC 10,993 321,000 0.97%
16 SHAPIRO CAPITAL MANAGEMENT LLC 10,500 306,285 0.92%
17 LAFFER TENGLER INVESTMENTS, INC. 7,295 212,795 0.64% PRN
18 Carlton Hofferkamp & Jenks Wealth Management, LLC 7,000 204,000 0.61%
19 America First Investment Advisors, LLC 2,125 62,000 0.19%
20 ASSET ADVISORS CORP 2,000 58,000 0.17%
21 KELLY LAWRENCE W & ASSOCIATES INC/CA 1,700 50,000 0.15%
22 OPTIMUM INVESTMENT ADVISORS 1,068 31,000 0.09%
23 Highlander Capital Management, LLC 1,000 29,000 0.09%
24 HIGH POINT BANK & TRUST CO 1,000 29,000 0.09%
25 QCI ASSET MANAGEMENT INC/NY 327 10,000 0.03%
26 TRUST CO OF VERMONT 200 6,000 0.02%
27 Glassman Wealth Services 30 1,000 0.00%
28 West Oak Capital, LLC 27 788 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.