Institutional Ownership Stats

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 1,288 111.00 109.80 110.65
Previous Quarter 1,361 113.00 109.80 111.15

Institutional Ownership Counts

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 12 257 184 1 77 58
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 1 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 3 4 22 1 6 9
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 Ownership Stats

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 15,332,572 17.38 54.59 20,900,870 23.70 110.01
Previous Quarter 7,624,578 8.64 109.80 20,949,622 23.75 110.28

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
VANGUARD GROUP INC 10,873,129
Vanguard Group Inc 10,654,311 109.78
BlackRock Inc. 7,709,470
BlackRock Inc. 7,600,920 109.78
APG Asset Management US Inc. 5,555,210
APG Asset Management N.V. 5,404,370 98.67
STATE STREET CORP 4,652,095
State Street Corp 4,220,104 109.78
Pictet Asset Management Sa 3,462,595 109.78
Kayne Anderson Rudnick Investment Management Llc 2,995,578 109.78
ALLIANCEBERNSTEIN L.P. 2,976,203
Boston Partners 2,720,389 109.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,542,504 109.78
Alliancebernstein L.p. 2,216,890 109.78
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,212,439 109.78
VFINX - Vanguard 500 Index Fund Investor Shares 1,962,398 109.78
Ako Capital Llp 1,792,835 109.78
Geode Capital Management, Llc 1,786,477 109.52
Ninety One UK Ltd 1,570,367 109.78
Deutsche Bank Ag\ 1,529,256 109.78

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Vanguard Group Inc 10,654,311 109.78
BlackRock Inc. 7,600,920 109.78
APG Asset Management N.V. 5,404,370 98.67
State Street Corp 4,220,104 109.78
Pictet Asset Management Sa 3,462,595 109.78
Kayne Anderson Rudnick Investment Management Llc 2,995,578 109.78
Boston Partners 2,720,389 109.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 2,542,504 109.78
Alliancebernstein L.p. 2,216,890 109.78
NAESX - Vanguard Small-Cap Index Fund Investor Shares 2,212,439 109.78
VFINX - Vanguard 500 Index Fund Investor Shares 1,962,398 109.78
Ako Capital Llp 1,792,835 109.78
Geode Capital Management, Llc 1,786,477 109.52
Ninety One UK Ltd 1,570,367 109.78
Deutsche Bank Ag\ 1,529,256 109.78
Nordea Investment Management Ab 1,497,945 112.78
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,448,129 109.78
FIL Ltd 1,291,653 109.78
Intermede Investment Partners Ltd 1,155,068 109.78
Jpmorgan Chase & Co 1,154,968 109.78

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 10,873,129
APG Asset Management US Inc. 5,555,210
STATE STREET CORP 4,652,095
ALLIANCEBERNSTEIN L.P. 2,976,203
Murphy Capital Management Inc 4,892 97.71
Dimensional ETF Trust - Dimensional US High Profitability ETF 3,365 114.12
CTRU - ARK Transparency ETF 1,632 113.97
Hazlett, Burt & Watson, Inc. 270 111.11
Adirondack Trust Co 200 100.00
NUDV - Nuveen ESG Dividend ETF 45 111.11
Pinnacle Bancorp, Inc. 45 88.89
ACG Wealth 1
Name Shares PPS
Marshall Wace North America L.P. 257,465 132.18
FFLYX - AB FlexFee Large Cap Growth Portfolio Advisor Class 20,077 132.19
Heritage Way Advisors, LLC 19,089 132.43
PEAK6 Investments LLC 7,100 109.72
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5,850 132.14
Murphy Capital Management Inc 5,041 109.70
TCOEX - Tactical Offensive Equity Fund 4,200 122.62
Raymond James Trust N.a. 2,150 109.77
World Asset Management Inc 1,992 132.03
Symmetry Partners, LLC 1,830 109.84
HighPoint Advisor Group LLC 1,776 132.32
Granite Investment Advisors, LLC 1,670 132.34
Heritage Wealth Management, Llc 1,374 132.46
Security National Trust Co 1,000 139.00
Koshinski Asset Management, Inc. 596 109.06
IFP Advisors, Inc 344 130.81
Hazlett, Burt & Watson, Inc. 270 111.11
DYNF - BlackRock U.S. Equity Factor Rotation ETF 250 124.00
Paladin Advisory Group, LLC 175 108.57
Berman Capital Advisors, LLC 173 127.17
AdvisorNet Financial, Inc 162 111.11
SOA Wealth Advisors, LLC. 41 97.56
Carroll Financial Associates, Inc. 30 100.00
Bbva Usa 17 117.65
Filbrandt Wealth Management, LLC 12 166.67
Aristotle Capital Management, LLC
PineBridge Investments, L.P.
Atlas Private Wealth Advisors
Gitterman Wealth Management, LLC
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA
Compton Capital Management Inc /ri
Stoneridge Investment Partners Llc
Peoples Financial Services Corp.
Quantitative Systematic Strategies LLC
Timber Creek Capital Management LLC
Rafferty Asset Management, LLC
Cypress Wealth Services, LLC
CWM Advisors, LLC
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Graticule Asia Macro Advisors LLC
Occudo Quantitative Strategies Lp
Interval Partners, LP
Advisor Resource Council
Bridgefront Capital, LLC
Seacrest Wealth Management, Llc
FCLAX - Fidelity Advisor Industrials Fund Class A
Pearl River Capital, LLC
Personal Wealth Partners
IronBridge Private Wealth, LLC
AXS Investments LLC
Checchi Capital Advisers, LLC
Montrusco Bolton Investments Inc.
PWS - Pacer WealthShield ETF
FAB - First Trust Multi Cap Value AlphaDEX Fund
Enterprise Financial Services Corp
Aureus Asset Management, LLC
Wolverine Asset Management Llc
Diversified Trust Co
Ballentine Partners, LLC
Emerald Investment Partners, Llc
Arrowstreet Capital, Limited Partnership
Cape Ann Savings Bank
Trustcore Financial Services, Llc
ARSQX - Aristotle Value Equity Fund Class I Shares
Liberty All Star Equity Fund
Alphasimplex Group, Llc
Corient Capital Partners, LLC
Hrt Financial Lp
CZMGX - Multi-Manager Growth Strategies Fund Institutional Class
Connor, Clark & Lunn Investment Management Ltd.
Parisi Gray Wealth Management
Bp Plc
Stevens Capital Management Lp
Laurion Capital Management LP
Fermata Advisors, LLC
J. Goldman & Co LP
Sofos Investments, Inc.
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
17 Capital Partners, Llc
Advisory Services Network, LLC
NENGX - Northern Engage360 Fund
M&g Investment Management Ltd
KCMTX - AXS Multi-Strategy Alternatives Fund Class R-1 Shares
FDEQX - Fidelity Disciplined Equity Fund
Savior LLC
FNK - First Trust Mid Cap Value AlphaDEX Fund
QCGRRX - Growth Account Class R1
Weld Capital Management Llc
Clear Harbor Asset Management, LLC
ExodusPoint Capital Management, LP
Braun-Bostich & Associates Inc.
JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF
WWJD - Inspire International ESG ETF
AMP Capital Investors Ltd
Essex Savings Bank
Lighthouse Investment Partners, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class
BLES - Inspire Global Hope ETF
Varma Mutual Pension Insurance Co
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
Hartland & Co., LLC
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio
WBIF - WBI BullBear Value 3000 ETF
Carnegie Capital Asset Management, LLC
Outfitter Financial LLC
Copeland Capital Management, LLC
1832 Asset Management L.P.
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
WGGNX - William Blair Global Leaders Fund Class N
VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
Assenagon Asset Management S.A.
Cahill Financial Advisors Inc
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Standard Family Office LLC
Fox Run Management, L.l.c.
GGOIX - Goldman Sachs Growth Opportunities Fund Institutional
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
VCULX - Growth Fund
Amplius Wealth Advisors, LLC
Junto Capital Management LP
Gotham Asset Management, LLC
Cigna Investments Inc /new
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional
Meristem Family Wealth, LLC
Prelude Capital Management, Llc
Essex Investment Management Co Llc
Maverick Capital Ltd
Lombard Odier Asset Management (Switzerland) SA
Baker Tilly Financial, Llc
Covestor Ltd
Newbridge Financial Services Group, Inc.
Ergoteles LLC
Profunds - Profund Vp Large-cap Growth
Systematic Alpha Investments, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
SPYG - SPDR(R) Portfolio S&P 500 Growth ETF
Polar Asset Management Partners Inc.
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
First Quadrant L P/ca
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
Adams Diversified Equity Fund, Inc.
PKB - Invesco Dynamic Building & Construction ETF
Eagle Bay Advisors LLC
Alyeska Investment Group, L.P.
William Blair Investment Management, Llc
AFLG - First Trust Active Factor Large Cap ETF
Notis-McConarty Edward
Seven Eight Capital, Lp
IUSG - iShares Core S&P U.S. Growth ETF
Hanson & Doremus Investment Management
Telemus Capital, Llc
GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares
GFSYX - Strategic Alternatives Fund Institutional
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Schonfeld Strategic Advisors LLC
Rossmore Private Capital
Fortis Advisors, LLC
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
ADSIX - Disciplined Growth Fund Investor Class
Versor Investments LP
Allegheny Financial Group LTD
Capital Advisors, Ltd. LLC
PFG Private Wealth Management, LLC
Worldquant Millennium Advisors Llc
Marshall Wace, Llp
Baldwin Investment Management, LLC
Better Money Decisions, LLC
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
Tudor Investment Corp Et Al
Stuart Chaussee & Associates, Inc.
Liberty Wealth Management Llc
STNC - Stance Equity ESG Large Cap Core ETF
FCYIX - Industrials Portfolio
Gerber Kawasaki Wealth & Investment Management
Capital Fund Management S.a.
Gsa Capital Partners Llp
SWSAX - SIIT World Select Equity Fund Class A
Meridian Wealth Partners, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
PMSAX - Global Multi-Strategy Fund Class A
ANTDX - Nt Disciplined Growth Fund Investor Class
Cornerstone Advisory, LLC
Modera Wealth Management, LLC
Norges Bank
GDMYX - Defensive Market Strategies Fund Institutional
Aquatic Capital Management LLC
Donoghue Forlines LLC
Widmann Financial Services, Inc.
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Firestone Capital Management
Aries Wealth Management
Sandy Spring Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
Susquehanna Fundamental Investments, Llc
Ontario Teachers Pension Plan Board
JSTC - Adasina Social Justice All Cap Global ETF
Adage Capital Partners Gp, L.l.c.
Arkadios Wealth Advisors
NJ State Employees Deferred Compensation Plan
Wellington Shields Capital Management, LLC
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Tocqueville Asset Management L.p.
Employees Retirement System of Texas
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF
FLQL - Franklin LibertyQ U.S. Equity ETF
Kalos Management, Inc.
Cary Street Partner Investment Advisory Llc
CX Institutional
Mirabella Financial Services Llp
Machina Capital S.a.s.
Industrial Alliance Investment Management Inc.
Group One Trading, L.p.
Verition Fund Management LLC
PXWIX - Pax Ellevate Global Women's Leadership Fund Institutional Class
American National Bank
Capitolis Advisors LLC
Castleark Management Llc
Point72 Asset Management, L.P.
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
IVW - iShares S&P 500 Growth ETF
Blueshift Asset Management, LLC
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
Mv Capital Management, Inc.
TLARX - Transamerica Large Core R
Levin Capital Strategies, L.p.
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares
DAVENPORT & Co LLC
Acadian Asset Management Llc
Wahed Invest LLC
WBIG - WBI BullBear Yield 3000 ETF
LGPIX - Large-cap Growth Profund Investor Class
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service
Accel Wealth Management
CastleArk Alternatives, LLC
Moore Capital Management, Lp
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
GWM Advisors LLC
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
Weiss Multi-Strategy Advisers LLC
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
FALCX - Strategic Advisers Large Cap Fund
Laird Norton Trust Company, Llc
Maven Securities LTD
IBM Retirement Fund
Wbi Investments, Inc.
FEOPX - Fidelity Enduring Opportunities Fund
Delta Asset Management Llc/tn
GAOAX - JPMorgan Global Allocation Fund Class A
Mirae Asset Global Investments Co., Ltd.
Resolute Advisors LLC
Gyon Technologies Capital Management, LP
Masso Torrence Wealth Management Inc.
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
Bradley Foster & Sargent Inc/ct
CIBC World Markets Inc.
Baystate Wealth Management LLC
Cartenna Capital, LP
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 7,709,470 7,600,920 109.78
RSP - Invesco S&P 500 Equal Weight ETF 583,560 114.24 501,516 122.73
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 549,171 114.24 597,288 122.73
APGAX - AB LARGE CAP GROWTH FUND INC Class A 500,372 114.24 547,802 122.73
QUAL - iShares Edge MSCI USA Quality Factor ETF 338,875 114.24 330,824 122.73
FSMDX - Fidelity Mid Cap Index Fund 220,277 114.24 202,580 122.73
Vigilant Capital Management, LLC 178,565 97.90 171,861 109.78
SWPPX - Schwab S&P 500 Index Fund 162,608 114.24 159,737 122.73
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 160,684 114.24 160,684 122.73
TRLIX - TIAA-CREF Large-Cap Value Fund Institutional Class 155,351 114.24 154,673 122.73
LVOAX - Lord Abbett Value Opportunities Fund Class A 139,987 114.24 127,887 122.73
AGRFX - AB Growth Fund Class A 117,050 114.24 117,050 122.73
RTNAX - Tax-Managed International Equity Fund Class A 108,341 114.24 89,361 122.73
RINYX - International Developed Markets Fund Class Y 107,206 114.24 107,206 122.73
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 88,656 114.24 88,656 122.73
Meyer Handelman Co 83,926 97.90 84,726 109.78
Handelsinvest Investeringsforvaltning 80,000 97.90 80,000 109.78
DGRO - iShares Core Dividend Growth ETF 78,120 114.23 68,289 122.73
CVSIX - Calamos Market Neutral Income Fund Class A 76,824 114.24 68,218 122.72
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 70,689 114.25 69,267 122.73
Name Current Shares Current PPS Previous Shares Previous PPS
ARK Investment Management LLC 1,558 111.68 1,632 109.68
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 108,550 7,709,470 7,600,920 109.78 1.43
RSP - Invesco S&P 500 Equal Weight ETF 82,044 583,560 114.24 501,516 122.73 16.36
Aristotle Capital Management, LLC 30,954 30,954 0 0.00
RTNAX - Tax-Managed International Equity Fund Class A 18,980 108,341 114.24 89,361 122.73 21.24
FSMDX - Fidelity Mid Cap Index Fund 17,697 220,277 114.24 202,580 122.73 8.74
LVOAX - Lord Abbett Value Opportunities Fund Class A 12,100 139,987 114.24 127,887 122.73 9.46
DGRO - iShares Core Dividend Growth ETF 9,831 78,120 114.23 68,289 122.73 14.40
CVSIX - Calamos Market Neutral Income Fund Class A 8,606 76,824 114.24 68,218 122.72 12.62
QUAL - iShares Edge MSCI USA Quality Factor ETF 8,051 338,875 114.24 330,824 122.73 2.43
Vigilant Capital Management, LLC 6,704 178,565 97.90 171,861 109.78 3.90
DFAC - Dimensional U.S. Core Equity 2 ETF 6,173 68,360 114.23 62,187 122.73 9.93
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund 4,735 40,361 114.24 35,626 122.72 13.29
NUMG - Nuveen ESG Mid-Cap Growth ETF 3,839 34,525 114.24 30,686 122.73 12.51
DFAU - Dimensional US Core Equity Market ETF 3,457 12,302 114.21 8,845 122.78 39.08
NUMV - Nuveen ESG Mid-Cap Value ETF 3,436 9,499 114.22 6,063 122.71 56.67
TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 3,406 34,452 114.25 31,046 122.72 10.97
SWPPX - Schwab S&P 500 Index Fund 2,871 162,608 114.24 159,737 122.73 1.80
SPHQ - Invesco S&P 500 Quality ETF 2,755 44,392 114.23 41,637 122.73 6.62
CZA - Invesco Zacks Mid-Cap ETF 2,210 15,866 114.27 13,656 122.73 16.18
RGI - Invesco S&P 500 Equal Weight Industrials ETF 2,017 51,860 114.23 49,843 122.73 4.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
VEXPX - VANGUARD EXPLORER FUND Investor Shares 63,232 46,987 114.24 110,219 122.73 -57.37
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 48,117 549,171 114.24 597,288 122.73 -8.06
APGAX - AB LARGE CAP GROWTH FUND INC Class A 47,430 500,372 114.24 547,802 122.73 -8.66
FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares 14,716 65,807 114.24 80,523 122.74 -18.28
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 6,440 51,902 114.23 58,342 122.72 -11.04
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 5,963 9,758 114.27 15,721 122.70 -37.93
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 5,753 29,708 114.25 35,461 122.73 -16.22
TOK - iShares MSCI Kokusai ETF 5,487 270 114.81 5,757 122.81 -95.31
FNY - First Trust Mid Cap Growth AlphaDEX Fund 4,860 4,249 114.14 9,109 122.74 -53.35
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 3,459 16,157 114.25 19,616 122.71 -17.63
IYJ - iShares U.S. Industrials ETF 2,450 22,833 114.22 25,283 122.73 -9.69
SIZE - iShares Edge MSCI USA Size Factor ETF 1,204 5,593 114.25 6,797 122.70 -17.71
FAD - First Trust Multi Cap Growth AlphaDEX Fund 899 855 114.62 1,754 122.58 -51.25
Meyer Handelman Co 800 83,926 97.90 84,726 109.78 -0.94
VT - Vanguard Total World Stock Index Fund ETF Shares 635 42,403 114.24 43,038 122.73 -1.48
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 580 119 117.65 699 123.03 -82.98
FIDU - Fidelity MSCI Industrials Index ETF 487 18,641 114.26 19,128 122.75 -2.55
MXCCX - Federated Max-Cap Index Fund Class C Shares 438 518 113.90 956 122.38 -45.82
Birch Hill Investment Advisors LLC 410 14,008 97.87 14,418 109.79 -2.84
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 391 3,867 114.30 4,258 122.83 -9.18
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Maven Securities LTD 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
JMNAX - JPMorgan Research Market Neutral Fund Class A
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class

Past Week Analysis

Name Shares PPS
Murphy Capital Management Inc 4,892 97.71
Pinnacle Bancorp, Inc. 45 88.89
ACG Wealth 1
Name Shares PPS
SOA Wealth Advisors, LLC. 41 97.56
Raymond James Trust N.a. 2,150 109.77
Koshinski Asset Management, Inc. 596 109.06
Symmetry Partners, LLC 1,830 109.84
Name Current Shares Current PPS Previous Shares Previous PPS
Meyer Handelman Co 83,926 97.90 84,726 109.78
Handelsinvest Investeringsforvaltning 80,000 97.90 80,000 109.78
Pittenger & Anderson Inc 27,290 97.91 27,400 109.78
Gateway Investment Advisers Llc 15,837 97.87 15,829 109.80
Birch Hill Investment Advisors LLC 14,008 97.87 14,418 109.79
Sumitomo Mitsui DS Asset Management Company, Ltd 5,705 97.98 5,635 109.85
BerganKDV Wealth Management, LLC 3,586 97.88 3,586 109.87
Keystone Wealth Services, LLC 3,526 97.84 3,526 109.76
FRG Family Wealth Advisors LLC 3,464 97.86 3,464 109.70
Valley National Advisers Inc 2,817 101.17 1,739 109.83
Cambridge Investment Research Advisors, Inc. 2,773 97.73 2,562 109.68
Diligent Investors, LLC 2,420 97.93 2,420 109.92
Alhambra Investment Partners LLC 2,333 97.73 2,333 109.73
Private Advisor Group, LLC 2,146 97.86 2,090 109.57
Allworth Financial LP 867 98.04 1,111 109.81
Webster Bank, N. A. 449 98.00 749 109.48
Financial Management Professionals, Inc. 217 96.77 203 108.37
Wolff Wiese Magana Llc 151 99.34 156 108.97
Parkside Financial Bank & Trust 118 101.69 217 105.99
Global Retirement Partners, LLC 88 102.27 88 113.64
CVA Family Office, LLC 56 89.29 111 108.11
Cordasco Financial Network 25 80.00 25 120.00
Name Current Shares Current PPS Previous Shares Previous PPS
ARK Investment Management LLC 1,558 111.68 1,632 109.68
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Valley National Advisers Inc 1,078 2,817 101.17 1,739 109.83 61.99
Cambridge Investment Research Advisors, Inc. 211 2,773 97.73 2,562 109.68 8.24
Sumitomo Mitsui DS Asset Management Company, Ltd 70 5,705 97.98 5,635 109.85 1.24
Private Advisor Group, LLC 56 2,146 97.86 2,090 109.57 2.68
Financial Management Professionals, Inc. 14 217 96.77 203 108.37 6.90
Gateway Investment Advisers Llc 8 15,837 97.87 15,829 109.80 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Meyer Handelman Co 800 83,926 97.90 84,726 109.78 -0.94
Birch Hill Investment Advisors LLC 410 14,008 97.87 14,418 109.79 -2.84
Webster Bank, N. A. 300 449 98.00 749 109.48 -40.05
Allworth Financial LP 244 867 98.04 1,111 109.81 -21.96
Pittenger & Anderson Inc 110 27,290 97.91 27,400 109.78 -0.40
Parkside Financial Bank & Trust 99 118 101.69 217 105.99 -45.62
ARK Investment Management LLC 74 1,558 111.68 1,632 109.68 -4.53
CVA Family Office, LLC 55 56 89.29 111 108.11 -49.55
Wolff Wiese Magana Llc 5 151 99.34 156 108.97 -3.21
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