Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.
The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.
| Quarter | Institute Count | Mean PPS | Median PPS | True Value PPS |
|---|---|---|---|---|
| Current Quarter | 1,019 | 59.00 | 61.22 | 60.34 |
| Previous Quarter | 1,044 | 136.00 | 61.23 | 59.99 |
The table below is summary data with links to individual listing tables below to indicate if new institutes bought in, sold out, averaged down, averaged up etc. This is a critical piece of data to analyze what the money flow is in quarter and past week.
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
|---|---|---|---|---|---|---|
| Current Quarter | 29 | 200 | 70 | 89 | 86 | 47 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 1 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 2 | 5 | 23 | 13 | 12 | 14 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 17,615,650 | 3.87 | 2.21 | 26,069,089 | 5.72 | 60.32 |
| Previous Quarter | 703,898 | 0.15 | 56.02 | 22,381,016 | 4.91 | 58.80 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Van Eck Associates Corp | 20,726,131 | 61.24 |
| GDX - VanEck Vectors Gold Miners ETF | 17,097,510 | 61.24 |
| BlackRock Inc. | 16,943,934 | |
| GQG Partners LLC | 15,571,763 | 61.24 |
| Vanguard Group Inc | 15,067,317 | 61.24 |
| Royal Bank Of Canada | 14,525,097 | 61.24 |
| Fmr Llc | 13,416,113 | 61.20 |
| VAN ECK ASSOCIATES CORP | 13,030,167 | |
| Massachusetts Financial Services Co /ma/ | 11,667,595 | 61.24 |
| FIL Ltd | 10,741,027 | 61.19 |
| Mackenzie Financial Corp | 10,416,166 | 61.29 |
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 8,356,661 | 58.21 |
| First Eagle Investment Management, LLC | 7,271,793 | 61.19 |
| Flossbach Von Storch Ag | 6,916,401 | 61.24 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 5,857,016 | 58.21 |
| CIBC Asset Management Inc | 5,583,463 | 61.26 |
| Bank Of Montreal /can/ | 5,504,150 | 61.69 |
| Franklin Resources Inc | 4,648,698 | 61.18 |
| Amundi | 3,946,074 | 65.29 |
| Invesco Ltd. | 3,884,284 | 61.24 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Van Eck Associates Corp | 20,726,131 | 61.24 |
| GDX - VanEck Vectors Gold Miners ETF | 17,097,510 | 61.24 |
| GQG Partners LLC | 15,571,763 | 61.24 |
| Vanguard Group Inc | 15,067,317 | 61.24 |
| Royal Bank Of Canada | 14,525,097 | 61.24 |
| Fmr Llc | 13,416,113 | 61.20 |
| Massachusetts Financial Services Co /ma/ | 11,667,595 | 61.24 |
| FIL Ltd | 10,741,027 | 61.19 |
| Mackenzie Financial Corp | 10,416,166 | 61.29 |
| First Eagle Investment Management, LLC | 7,271,793 | 61.19 |
| Flossbach Von Storch Ag | 6,916,401 | 61.24 |
| CIBC Asset Management Inc | 5,583,463 | 61.26 |
| Bank Of Montreal /can/ | 5,504,150 | 61.69 |
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 4,920,251 | 47.76 |
| Franklin Resources Inc | 4,648,698 | 61.18 |
| Amundi | 3,946,074 | 65.29 |
| Invesco Ltd. | 3,884,284 | 61.24 |
| Bank Of Nova Scotia | 3,627,243 | 61.19 |
| Deutsche Bank Ag\ | 3,526,990 | 61.24 |
| MGIAX - MFS International Intrinsic Value Fund A | 3,350,599 | 50.52 |
| Name | Shares | PPS |
|---|---|---|
| VAN ECK ASSOCIATES CORP | 13,030,167 | |
| VIAAX - Vanguard International Dividend Appreciation Index Fund Admiral Shares | 484,137 | 58.21 |
| CSMEX - Carillon Scout Mid Cap Fund Class A | 460,032 | 58.23 |
| AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 | 320,131 | 58.23 |
| CAMIX - Cambiar International Equity Fund Investor Class Shares | 236,000 | 58.23 |
| Centre Asset Management, LLC | 222,107 | 45.76 |
| FLPSX - Fidelity Low-Priced Stock Fund | 99,938 | 58.21 |
| EPIVX - EuroPac International Value Fund Class A | 70,000 | 58.23 |
| PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares | 38,932 | 58.20 |
| USCGX - Capital Growth Fund | 37,310 | 58.21 |
| AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R | 25,627 | 58.22 |
| Farmer Steven Patrick | 18,156 | 45.77 |
| PNRAX - Putnam Research Fund Class A Shares | 15,540 | 58.24 |
| DVFAX - Cohen & Steers Alternative Income Fund, Inc. Class A | 12,262 | 58.23 |
| Dfa Investment Trust Co - The Dfa International Value Series | 11,247 | 58.24 |
| RTIYX - Multifactor International Equity Fund Class Y | 9,776 | 58.20 |
| FLKSX - Fidelity Low-Priced Stock K6 Fund | 9,346 | 58.21 |
| RGEAX - Global Equity Fund Class A | 8,284 | 58.18 |
| SWMIX - Laudus International MarketMasters Fund Select Shares | 3,937 | 58.17 |
| Dimensional ETF Trust - Dimensional International Core Equity 2 ETF | 1,930 | 58.03 |
| Name | Shares | PPS |
|---|---|---|
| Credit Suisse Ag/ | 1,171,816 | 61.24 |
| Credit Suisse Ag/ | 1,171,816 | 61.24 |
| Goldman Sachs Group Inc | 804,757 | 61.24 |
| Waratah Capital Advisors Ltd. | 580,884 | 61.18 |
| SIG North Trading, ULC | 377,700 | 61.35 |
| Two Sigma Investments, Lp | 242,037 | 61.24 |
| Two Sigma Investments, Lp | 242,037 | 61.24 |
| AustralianSuper Pty Ltd | 171,508 | 61.17 |
| Symons Capital Management Inc | 139,258 | 51.85 |
| Hexavest Inc. | 106,850 | 51.87 |
| Advisor Group Holdings, Inc. | 96,482 | 51.28 |
| MNECX - Pro-Blend(R) Extended Term Series Class L | 62,432 | 47.78 |
| Caption Management, LLC | 60,000 | 61.22 |
| MNMCX - Pro-Blend(R) Moderate Term Series Class L | 36,033 | 47.79 |
| Cim, Llc | 19,935 | 63.81 |
| MNCCX - Pro-Blend(R) Conservative Term Series Class L | 18,369 | 47.80 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio | 15,107 | 51.90 |
| Sequoia Financial Advisors, LLC | 13,682 | 61.25 |
| Manning & Napier Group, LLC | 13,543 | 61.21 |
| Two Sigma Securities, Llc | 13,526 | 61.22 |
| Great Valley Advisor Group, Inc. | 11,432 | 61.14 |
| Geneva Partners, LLC | 7,000 | 61.29 |
| Marshall Wace North America L.P. | 5,700 | 51.93 |
| RTXAX - Tax-Managed Real Assets Fund Class A | 4,870 | 47.84 |
| McAdam, LLC | 4,292 | 61.28 |
| Evanson Asset Management, LLC | 4,245 | 61.25 |
| XR Securities LLC | 3,967 | 61.26 |
| Spinnaker Trust | 3,882 | 61.31 |
| HAFAX - Hartford AARP Balanced Retirement Fund Class A | 3,819 | 47.66 |
| Raymond James Trust N.a. | 3,719 | 61.31 |
| A. D. Beadell Investment Counsel, Inc. | 3,600 | 61.11 |
| Glassy Mountain Advisors, Inc. | 3,380 | 61.24 |
| Ridgewood Investments LLC | 3,274 | 61.09 |
| Koshinski Asset Management, Inc. | 2,911 | 61.15 |
| Vigilant Capital Management, LLC | 2,380 | 61.34 |
| Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K | 2,167 | 47.53 |
| PTIN - Pacer Trendpilot International ETF | 1,957 | 48.03 |
| Exane Derivatives | 1,324 | 61.18 |
| BerganKDV Wealth Management, LLC | 896 | 61.38 |
| IFP Advisors, Inc | 425 | 54.12 |
| Toth Financial Advisory Corp | 359 | 61.28 |
| Money Concepts Capital Corp | 296 | 60.81 |
| Herold Advisors, Inc. | 250 | 61240.00 |
| Berman Capital Advisors, LLC | 221 | 49.77 |
| Stephenson National Bank & Trust | 200 | 60.00 |
| Newbridge Financial Services Group, Inc. | 186 | 59.14 |
| Foresight Capital Management Advisors, Inc. | 111 | 63.06 |
| Carroll Financial Associates, Inc. | 91 | 43.96 |
| FNY Investment Advisers, LLC | 45 | 44.44 |
| Gemmer Asset Management LLC | 32 | 31.25 |
| Ritholtz Wealth Management | ||
| Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio | ||
| Capital Analysts, Inc. | ||
| Atlas Capital Advisors Llc | ||
| Bridgefront Capital, LLC | ||
| FCVSX - Fidelity Convertible Securities Fund | ||
| Macroview Investment Management Llc | ||
| AIMOX - AQR International Momentum Style Fund Class I | ||
| FSDIX - Fidelity Strategic Dividend & Income Fund | ||
| Tompkins Financial Corp | ||
| TCI Wealth Advisors, Inc. | ||
| Cordasco Financial Network | ||
| ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio | ||
| Seeyond | ||
| Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II | ||
| Windsor Creek Advisors, Llc | ||
| MGLVX - Mercer Global Low Volatility Equity Fund Class Y-3 | ||
| Ubs Oconnor Llc | ||
| Jump Financial, LLC | ||
| HCOM - Hartford Schroders Commodity Strategy ETF | ||
| Forefront Analytics, LLC | ||
| ASFIX - Absolute Strategies Fund Institutional Shares | ||
| Independent Family Office, LLC | ||
| Account Management LLC | ||
| Horizon Investments, LLC | ||
| Sheets Smith Investment Management | ||
| Alpine Associates Management Inc. | ||
| TPYAX - Touchstone International Esg Equity Fund Class A | ||
| Greenline Partners, LLC | ||
| Epoch Investment Partners, Inc. | ||
| Findlay Park Partners LLP | ||
| Pentwater Capital Management LP | ||
| BFSAX - BFS Equity Fund | ||
| EverSource Wealth Advisors, LLC | ||
| AQGNX - AQR Global Equity Fund Class N | ||
| Nomura Asset Management Co Ltd | ||
| Gotham Asset Management, LLC | ||
| Magnetar Financial LLC | ||
| Sciencast Management LP | ||
| AMP Capital Investors Ltd | ||
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A | ||
| Rodgers Brothers Inc. | ||
| Advisor Resource Council | ||
| GABELLI & Co INVESTMENT ADVISERS, INC. | ||
| Bayesian Capital Management, LP | ||
| State of Wyoming | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Atlas Private Wealth Advisors | ||
| RWC Asset Management LLP | ||
| Sentry Investment Management Llc | ||
| WEUSX - Siit World Equity Ex-us Fund - Class A | ||
| Baxter Bros Inc | ||
| PRAFX - T. Rowe Price Real Assets Fund, Inc. | ||
| Meridian Wealth Partners, LLC | ||
| FourThought Financial, LLC | ||
| Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) | ||
| ADANX - AQR Diversified Arbitrage Fund Class N | ||
| MCMVX - Monongahela All Cap Value Fund | ||
| Lincoln National Corp | ||
| Quadrature Capital Ltd | ||
| Pendal Group Ltd | ||
| Pacer Advisors, Inc. | ||
| qPULA Trading Management LP | ||
| FORA Capital, LLC | ||
| Capula Management Ltd | ||
| AALGX - Thrivent Global Stock Fund Class A | ||
| Clal Insurance Enterprises Holdings Ltd | ||
| Caas Capital Management Lp | ||
| TIQIX - Touchstone Global ESG Equity Fund Class Y | ||
| Engineers Gate Manager LP | ||
| FNARX - Natural Resources Portfolio | ||
| Bourgeon Capital Management Llc | ||
| Verition Fund Management LLC | ||
| THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A | ||
| Rather & Kittrell, Inc. | ||
| Ubs Asset Management Americas Inc | ||
| Sowell Financial Services LLC | ||
| VQNPX - Vanguard Growth and Income Fund Investor Shares | ||
| Bell Investment Advisors, Inc | ||
| First Manhattan Co | ||
| Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | ||
| THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A | ||
| Fox Run Management, L.l.c. | ||
| THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A | ||
| DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A | ||
| Prestige Wealth Management Group LLC | ||
| Saturna Capital CORP | ||
| Howe & Rusling Inc | ||
| Campbell & CO Investment Adviser LLC | ||
| BKIE - BNY Mellon International Equity ETF | ||
| Prelude Capital Management, Llc | ||
| GARIX - Gotham Absolute Return Fund Institutional Class | ||
| Enterprise Financial Services Corp | ||
| TLVOX - Thrivent Low Volatility Equity Fund Class S | ||
| Macquarie Group Ltd | ||
| PDT Partners, LLC | ||
| New York State Common Retirement Fund | ||
| Hancock Whitney Corp | ||
| XTX Topco Ltd | ||
| PIGDX - Federated International Growth Fund Class C Shares | ||
| CM Management, LLC | ||
| Virtu Financial LLC | ||
| Altshuler Shaham Ltd | ||
| CoreCap Advisors, LLC | ||
| DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF | ||
| ABIAX - AB International Value Fund Class A | ||
| GSSFX - Gotham Short Strategies Fund Institutional Class | ||
| Chilton Capital Management Llc | ||
| ClariVest Asset Management LLC | ||
| QRPNX - AQR Alternative Risk Premia Fund Class N | ||
| Mufg Securities (canada), Ltd. | ||
| Maverick Capital Ltd | ||
| IMFL - Invesco International Developed Dynamic Multifactor ETF | ||
| Dymon Asia Capital (singapore) Pte. Ltd. | ||
| TIG Advisors, LLC | ||
| Wolverine Asset Management Llc | ||
| Advisors Asset Management, Inc. | ||
| Dymon Asia Capital (singapore) Pte. Ltd. | ||
| Turim 21 Investimentos Ltda. | ||
| Paloma Partners Management Co | ||
| Robertson Stephens Wealth Management, LLC | ||
| CastleArk Alternatives, LLC | ||
| TWAAX - Thrivent International Allocation Fund Class A | ||
| CVY - Invesco Zacks Multi-Asset Income ETF | ||
| Caas Capital Management Lp | ||
| ANDNX - AQR International Defensive Style Fund Class N | ||
| Trexquant Investment LP | ||
| Arete Wealth Advisors, LLC | ||
| Edgestream Partners, L.P. | ||
| SSIFX - Sextant International Fund Investor Shares | ||
| Lombard Odier Asset Management (Switzerland) SA | ||
| Fulcrum Asset Management LLP | ||
| Signet Financial Management, Llc | ||
| Ckw Financial Group | ||
| D.B. Root & Company, LLC | ||
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | ||
| GENIX - Gotham Enhanced Return Fund Institutional Class | ||
| Barrett Asset Management, LLC | ||
| Norges Bank | ||
| West Family Investments, Inc. | ||
| MQS Management LLC | ||
| GONIX - Gotham Neutral Fund Institutional Class | ||
| Thrivent Core Funds - Thrivent Core International Equity Fund | ||
| Voloridge Investment Management, Llc | ||
| IGNBX - Ivy Natural Resources Fund Class B | ||
| Arkadios Wealth Advisors | ||
| McClarren Financial Advisors, Inc. | ||
| PASIX - PACE Alternative Strategies Investments Class A | 47.84 | |
| NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A | 47.73 | |
| DAMDX - Dunham Monthly Distribution Fund Class A | 47.78 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 16,943,934 | 364,215 | 61.24 | |
| Galibier Capital Management Ltd. | 872,431 | 45.68 | 1,111,664 | 61.25 |
| Howland Capital Management Llc | 558,244 | 45.76 | 533,247 | 61.24 |
| Scout Investments, Inc. | 534,783 | 45.76 | 547,413 | 61.24 |
| Foundation Resource Management Inc | 272,040 | 45.76 | 270,247 | 61.24 |
| Nkcfo Llc | 252,174 | 45.76 | 252,174 | 61.24 |
| Capital Management Corp /va | 230,367 | 45.76 | 221,234 | 61.24 |
| Allspring Global Investments Holdings, LLC | 227,368 | 45.76 | 254,456 | 61.24 |
| Strs Ohio | 185,599 | 45.67 | 185,599 | 61.24 |
| Lee Danner & Bass Inc | 137,311 | 45.76 | 132,726 | 61.24 |
| Kercheville Advisors, LLC | 122,335 | 45.76 | 128,945 | 61.24 |
| Oppenheimer & Close, LLC | 110,978 | 45.76 | 117,023 | 61.24 |
| Benson Investment Management Company, Inc. | 71,153 | 45.48 | 70,690 | 61.24 |
| Bennicas & Associates, Inc. | 69,835 | 45.77 | 69,685 | 61.25 |
| Hollencrest Capital Management | 58,633 | 45.76 | 53,437 | 61.23 |
| Private Advisor Group, LLC | 45,542 | 45.78 | 53,918 | 61.24 |
| Cambridge Investment Research Advisors, Inc. | 43,607 | 45.75 | 48,599 | 61.24 |
| Truist Financial Corp | 42,693 | 45.77 | 45,761 | 61.23 |
| Beacon Financial Group | 36,773 | 49.00 | 37,889 | 61.92 |
| Washington Capital Management Inc | 30,845 | 45.74 | 29,900 | 61.24 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares | 8,356,661 | 58.21 | 4,920,251 | 47.76 |
| VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 5,857,016 | 58.21 | 3,163,430 | 47.76 |
| MGIAX - MFS International Intrinsic Value Fund A | 3,350,599 | 53.00 | 3,350,599 | 50.52 |
| MGRAX - MFS International Growth Fund A | 3,009,978 | 53.00 | 2,701,314 | 50.52 |
| SGENX - First Eagle Global Fund Class A | 2,298,700 | 58.21 | 2,298,700 | 47.76 |
| SGGDX - First Eagle Gold Fund Class A | 2,147,814 | 58.21 | 1,068,425 | 47.76 |
| KAUAX - Federated Kaufmann Fund Class A Shares | 1,556,100 | 58.23 | 1,500,000 | 47.78 |
| BBCA - JPMorgan BetaBuilders Canada ETF | 1,516,321 | 58.21 | 751,395 | 47.76 |
| GUNR - FlexShares Morningstar Global Upstream Natural Resources Index Fund | 1,011,360 | 58.51 | 676,910 | 47.74 |
| DFIEX - International Core Equity Portfolio - Institutional Class | 968,677 | 58.21 | 162 | 49.38 |
| VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares | 875,783 | 58.21 | 468,752 | 47.76 |
| SGOVX - First Eagle Overseas Fund Class A | 717,589 | 58.21 | 717,589 | 47.76 |
| SCHF - Schwab International Equity ETF | 663,028 | 53.00 | 637,704 | 50.48 |
| FFGCX - Fidelity Global Commodity Stock Fund | 618,717 | 58.21 | 194,200 | 47.76 |
| FSGEX - Fidelity Series Global ex U.S. Index Fund | 577,630 | 58.21 | 294,679 | 47.76 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C | 504,774 | 58.21 | 1,280,595 | 47.78 |
| IXUS - iShares Core MSCI Total International Stock ETF | 474,132 | 58.21 | 250,313 | 47.76 |
| FKRCX - Franklin Gold & Precious Metals Fund Class A | 419,859 | 58.21 | 75,000 | 47.79 |
| PID - Invesco International Dividend Achievers ETF | 347,695 | 58.23 | 247,321 | 47.78 |
| BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares | 263,083 | 53.00 | 283,552 | 50.52 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Caas Capital Management Lp | 0 |
| Dymon Asia Capital (singapore) Pte. Ltd. | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Washington Capital Management Inc | 945 | 30,845 | 29,900 | 3.16 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Investors Research Corp | 880 | 45.45 |
| Hc Financial Advisors Inc | 225 | 44.44 |
| Name | Shares | PPS |
|---|---|---|
| Sequoia Financial Advisors, LLC | 13,682 | 61.25 |
| Toth Financial Advisory Corp | 359 | 61.28 |
| Gemmer Asset Management LLC | 32 | 31.25 |
| Geneva Partners, LLC | 7,000 | 61.29 |
| Spinnaker Trust | 3,882 | 61.31 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Howland Capital Management Llc | 558,244 | 45.76 | 533,247 | 61.24 |
| Capital Management Corp /va | 230,367 | 45.76 | 221,234 | 61.24 |
| Allspring Global Investments Holdings, LLC | 227,368 | 45.76 | 254,456 | 61.24 |
| Strs Ohio | 185,599 | 45.67 | 185,599 | 61.24 |
| Lee Danner & Bass Inc | 137,311 | 45.76 | 132,726 | 61.24 |
| Hollencrest Capital Management | 58,633 | 45.76 | 53,437 | 61.23 |
| Truist Financial Corp | 42,693 | 45.77 | 45,761 | 61.23 |
| Violich Capital Management, Inc. | 26,004 | 45.76 | 26,204 | 61.25 |
| Sandy Spring Bank | 14,898 | 45.78 | 15,509 | 61.25 |
| Spire Wealth Management | 8,748 | 45.72 | 15,756 | 61.25 |
| Mcrae Capital Management Inc | 8,000 | 45.75 | 8,000 | 61.25 |
| Baker Ellis Asset Management LLC | 6,018 | 45.70 | 4,676 | 61.16 |
| Costello Asset Management, INC | 2,800 | 45.71 | 2,800 | 61.07 |
| Pacifica Partners Inc. | 2,370 | 49.37 | 2,470 | 51.82 |
| JTC Employer Solutions Trusteee Ltd | 1,680 | 45.83 | 2,500 | 61.20 |
| PMSAX - Global Multi-Strategy Fund Class A | 1,400 | 4,070 | 50.61 | |
| Geneos Wealth Management Inc. | 937 | 46.96 | 1,016 | 61.02 |
| Private Ocean, LLC | 555 | 45.05 | 555 | 61.26 |
| Umb Bank N A/mo | 497 | 46.28 | 510 | 60.78 |
| WASHINGTON TRUST Co | 380 | 44.74 | 380 | 60.53 |
| Bogart Wealth, LLC | 348 | 45.98 | 348 | 60.34 |
| Tradewinds Capital Management, LLC | 118 | 42.37 | 245 | 61.22 |
| Charter Oak Capital Management, LLC | 97 | 41.24 | 41 | 48.78 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| MGIAX - MFS International Intrinsic Value Fund A | 3,350,599 | 53.00 | 3,350,599 | 50.52 |
| MGRAX - MFS International Growth Fund A | 3,009,978 | 53.00 | 2,701,314 | 50.52 |
| SCHF - Schwab International Equity ETF | 663,028 | 53.00 | 637,704 | 50.48 |
| BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares | 263,083 | 53.00 | 283,552 | 50.52 |
| SGQAX - DWS International Growth Fund Class A | 116,500 | 53.00 | 116,500 | 50.52 |
| OCMGX - OCM MUTUAL FUND OCM Gold Fund - Investor Class | 80,000 | 52.92 | 80,000 | 50.49 |
| FNDF - Schwab Fundamental International Large Company Index ETF | 76,747 | 53.01 | 62,695 | 50.48 |
| DIEFX - Destinations International Equity Fund Class I | 70,076 | 53.00 | 71,138 | 50.51 |
| PRDAX - Diversified Real Asset Fund Class A | 65,928 | 53.00 | 71,528 | 50.51 |
| DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF | 2,907 | 52.98 | 2,646 | 50.64 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 888 | 52.93 | 888 | 50.68 |
| Exchange Traded Concepts, Llc | 138 | 43.48 | 0 | |
| Hexagon Capital Partners LLC | 42 | 47.62 | 4 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
|---|
| Name |
|---|