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

Institutional Holders (2016Q1)
Portfolio Summary: 23 Institutional holders with a total value of $23,550,235.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 360,448 10,111,000 42.93%
2 AMERIPRISE FINANCIAL INC 111,526 3,128,000 13.28%
3 Edge Wealth Management LLC 79,897 2,241,000 9.52%
4 American Research & Management Co. 69,250 1,943,000 8.25%
5 GLENMEDE TRUST CO NA 46,774 1,311,000 5.57%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 38,489 1,080,000 4.59%
7 DAVIDSON & GARRARD INC 34,553 969,000 4.11%
8 TOWER BRIDGE ADVISORS 20,700 580,635 2.47%
9 Mathes Company, Inc. 19,675 552,000 2.34%
10 REAVES W H & CO INC 13,514 379,000 1.61%
11 WESBANCO BANK INC 12,940 363,000 1.54%
12 PARK NATIONAL CORP /OH/ 12,939 363,000 1.54%
13 SHAPIRO CAPITAL MANAGEMENT LLC 10,500 294,525 1.25%
14 PNC FINANCIAL SERVICES GROUP, INC. 2,824 79,000 0.34%
15 KELLY LAWRENCE W & ASSOCIATES INC/CA 1,700 48,000 0.20%
16 Highlander Capital Management, LLC 1,000 28,000 0.12%
17 SONORA INVESTMENT MANAGEMENT, LLC 945 26,318 0.11%
18 MYCIO WEALTH PARTNERS, LLC 520 15,000 0.06%
19 HIGH POINT BANK & TRUST CO 500 14,000 0.06%
20 REILLY FINANCIAL ADVISORS, LLC 400 11,000 0.05%
21 Burt Wealth Advisors 250 7,000 0.03%
22 TRUST CO OF VERMONT 200 6,000 0.03%
23 West Oak Capital, LLC 27 757 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.