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

Institutional Holders (2016Q2)
Portfolio Summary: 25 Institutional holders with a total value of $22,601,643.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 356,645 9,904,000 43.82%
2 AMERIPRISE FINANCIAL INC 93,026 2,594,000 11.48%
3 American Research & Management Co. 79,650 2,212,000 9.79%
4 Edge Wealth Management LLC 49,906 1,386,000 6.13% SH
5 GLENMEDE TRUST CO NA 46,774 1,298,000 5.74%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 37,448 1,040,000 4.60%
7 DAVIDSON & GARRARD INC 34,553 960,000 4.25%
8 TOWER BRIDGE ADVISORS 19,900 552,623 2.45%
9 Mathes Company, Inc. 19,675 546,000 2.42%
10 SUNNYMEATH ASSET MANAGEMENT, INC. 17,500 485,000 2.15%
11 PARK NATIONAL CORP /OH/ 13,159 365,000 1.61%
12 REAVES W H & CO INC 13,014 361,000 1.60%
13 WESBANCO BANK INC 12,940 360,000 1.59%
14 SHAPIRO CAPITAL MANAGEMENT LLC 10,500 291,585 1.29%
15 PNC FINANCIAL SERVICES GROUP, INC. 2,824 78,000 0.35%
16 KELLY LAWRENCE W & ASSOCIATES INC/CA 1,700 47,000 0.21%
17 Highlander Capital Management, LLC 1,000 28,000 0.12%
18 SONORA INVESTMENT MANAGEMENT, LLC 945 26,243 0.12%
19 CRIBSTONE CAPITAL MANAGEMENT, LLC 606 17,000 0.08%
20 MYCIO WEALTH PARTNERS, LLC 537 15,000 0.07%
21 HIGH POINT BANK & TRUST CO 500 14,000 0.06%
22 WEALTHPLAN PARTNERS, LLC 340 9,442 0.04%
23 TRUST CO OF VERMONT 200 6,000 0.03%
24 SEVENBRIDGE FINANCIAL GROUP, LLC 174 5,000 0.02%
25 West Oak Capital, LLC 27 750 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.