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

Institutional Holders (2016Q4)
Portfolio Summary: 21 Institutional holders with a total value of $20,836,505.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KCM INVESTMENT ADVISORS LLC 342,342 9,048,000 43.42%
2 AMERIPRISE FINANCIAL INC 108,189 2,859,000 13.72%
3 American Research & Management Co. 105,850 2,798,000 13.43%
4 GLENMEDE TRUST CO NA 46,774 1,235,000 5.93%
5 DAVIDSON & GARRARD INC 33,350 881,000 4.23%
6 PARAMETRIC PORTFOLIO ASSOCIATES LLC 32,847 868,000 4.17%
7 Edge Wealth Management LLC 30,356 801,000 3.84%
8 Mathes Company, Inc. 19,675 520,000 2.50%
9 SignalPoint Asset Management, LLC 14,440 382,000 1.83%
10 WESBANCO BANK INC 12,840 339,000 1.63%
11 BLAIR WILLIAM & CO/IL 11,220 297,000 1.43%
12 SHAPIRO CAPITAL MANAGEMENT LLC 10,500 277,515 1.33%
13 TOWER BRIDGE ADVISORS 10,000 264,300 1.27%
14 INTELLECTUS PARTNERS, LLC 4,568 121,000 0.58%
15 KELLY LAWRENCE W & ASSOCIATES INC/CA 1,700 45,000 0.22%
16 PNC FINANCIAL SERVICES GROUP, INC. 1,324 35,000 0.17%
17 SONORA INVESTMENT MANAGEMENT, LLC 945 24,976 0.12%
18 Highlander Capital Management, LLC 700 19,000 0.09%
19 CRIBSTONE CAPITAL MANAGEMENT, LLC 606 16,000 0.08%
20 TRUST CO OF VERMONT 200 5,000 0.02%
21 West Oak Capital, LLC 27 714 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.