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 679 39.00 39.34 38.82
Previous Quarter 738 41.00 39.35 39.76

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 13 182 83 2 40 30
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 6 1 14 2 8 5
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 10,373,835 16.72 20.22 12,276,938 19.79 39.16
Previous Quarter 5,338,796 8.61 39.30 12,278,594 19.79 39.39

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
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,804,537
Vanguard Group Inc 6,206,714 39.35
VANGUARD GROUP INC 6,040,704
BlackRock Inc. 5,092,524 39.35
BlackRock Inc. 5,035,039
Kayne Anderson Rudnick Investment Management Llc 3,776,175 39.35
Macquarie Group Ltd 2,415,392 39.35
Clarkston Capital Partners, LLC 2,231,978 39.35
Federated Hermes, Inc. 2,097,242 39.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,839,109 39.35
Fisher Asset Management, LLC 1,609,132 39.35
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,588,380 39.35
WCEAX - Ivy Core Equity Fund Class A 1,508,714 39.35
State Street Corp 1,338,089 39.35
IWM - iShares Russell 2000 ETF 1,331,752 39.35
Neuberger Berman Group LLC 1,282,788 39.35
Channing Capital Management, LLC 1,271,416 39.35
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 1,270,500 32.14
Dimensional Fund Advisors Lp 1,126,340 39.35
Geode Capital Management, Llc 1,104,528 39.35

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 6,206,714 39.35
BlackRock Inc. 5,092,524 39.35
Kayne Anderson Rudnick Investment Management Llc 3,776,175 39.35
Macquarie Group Ltd 2,415,392 39.35
Clarkston Capital Partners, LLC 2,231,978 39.35
Federated Hermes, Inc. 2,097,242 39.35
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,839,109 39.35
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 1,670,115 43.21
Fisher Asset Management, LLC 1,609,132 39.35
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,588,380 39.35
WCEAX - Ivy Core Equity Fund Class A 1,508,714 39.35
State Street Corp 1,338,089 39.35
IWM - iShares Russell 2000 ETF 1,331,752 39.35
Neuberger Berman Group LLC 1,282,788 39.35
Channing Capital Management, LLC 1,271,416 39.35
Dimensional Fund Advisors Lp 1,126,340 39.35
Geode Capital Management, Llc 1,104,528 39.35
Wasatch Advisors Inc 1,097,574 39.35
Atlanta Capital Management Co L L C 1,074,645 39.35
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,037,439 39.35

 

Recent Quarter Analysis

Name Shares PPS
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,804,537
VANGUARD GROUP INC 6,040,704
WMCVX - Wasatch Small Cap Value Fund Investor Class shares 652,107 39.35
RYLD - Global X Russell 2000 Covered Call ETF 16,785 32.11
RDA Financial Network 6,239 35.58
JSML - Janus Henderson Small Cap Growth Alpha ETF 4,463 32.04
Sandy Spring Bank 1,500 35.33
ACG Wealth 524 36.26
Trust Co Of Vermont 83 36.14
Horan Securities, Inc. 76 39.47
Hexagon Capital Partners LLC 73 41.10
Steward Financial Group LLC 33 30.30
Urban Wealth Management, LLC 17 58.82
Name Shares PPS
WMCVX - Wasatch Small Cap Value Fund Investor Class shares 652,107 39.35
DON - WisdomTree U.S. MidCap Dividend Fund N/A 372,403 48.92
FSGRX - Franklin Small Cap Growth Fund Class A 266,772 49.54
Moors & Cabot, Inc. 171,745 58.82
PEAK6 Investments LLC 109,700 39.35
PCGRX - Pioneer Mid Cap Value Fund : Class A 62,920 49.54
Jane Street Group, Llc 57,700 39.34
Simplex Trading, Llc 49,900 39.34
O'Shares Investment Advisers, LLC 31,269 39.34
Tudor Investment Corp Et Al 30,759 39.34
SPWIX - Simt Small Cap Growth Fund Class I 27,890 48.91
MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 25,674 48.92
B. Metzler seel. Sohn & Co. Holding AG 25,527 48.93
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 24,344 48.92
Wolverine Trading, Llc 21,300 39.95
SWSCX - Schwab Small-Cap Equity Fund 18,838 49.53
MFCPX - M Capital Appreciation Fund 17,284 48.95
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 16,706 48.90
PSOPX - JPMorgan Small Cap Value Fund Class I 15,500 48.90
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 14,241 48.94
EZM - WisdomTree U.S. MidCap Fund N/A 13,754 48.93
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 11,815 48.92
JSCSX - JPMorgan U.S. Small Company Fund Class I 9,200 48.91
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 8,146 48.98
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 7,862 49.48
Private Advisor Group, LLC 6,508 39.34
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 5,600 48.93
HighPoint Advisor Group LLC 4,555 48.96
IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3,100 49.03
First Mercantile Trust Co 2,491 48.98
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 2,000 49.00
SAOAX - Guggenheim Alpha Opportunity Fund A 1,574 48.92
Sandy Spring Bank 1,500 39.33
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 931 49.41
FLSPX - SPECTRUM FUND Retail Class 822 48.66
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 764 48.43
IFP Advisors, Inc 728 48.08
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 700 48.57
RYSRX - Guggenheim Long Short Equity Fund Class P 630 49.21
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 198 50.51
Berman Capital Advisors, LLC 167 47.90
Bbva Usa 155 51.61
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 150 46.67
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 100 50.00
Carroll Financial Associates, Inc. 25 40.00
Vigilant Capital Management, LLC
Advisory Research Inc
Bramshill Investments, LLC
Blueshift Asset Management, LLC
Weather Gauge Advisory, LLC
AE Wealth Management LLC
Capital Asset Advisory Services LLC
Neo Ivy Capital Management
Hrt Financial Lp
State of Tennessee, Treasury Department
SG3 Management, LLC
Connor, Clark & Lunn Investment Management Ltd.
Paloma Partners Management Co
Infini Master Fund
Jupiter Asset Management Ltd
Savior LLC
Frontier Capital Management Co Llc
Standard Family Office LLC
Ellsworth Advisors, LLC
Glenmede Trust Co Na
Point72 Hong Kong Ltd
Arkadios Wealth Advisors
Integrated Investment Consultants, LLC
Boston Private Wealth Llc
PMAIX - Pioneer Multi-Asset Income Fund : Class A
Interval Partners, LP
Westover Capital Advisors, LLC
Magnetar Financial LLC
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Maltese Capital Management Llc
Martingale Asset Management L P
Origin Asset Management LLP
Seven Eight Capital, Lp
Comerica Bank
Enterprise Financial Services Corp
Heartland Advisors Inc
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
AIEQ - AI Powered Equity ETF
IndexIQ Advisors LLC
NewSquare Capital LLC
Signet Financial Management, Llc
DekaBank Deutsche Girozentrale
Mirae Asset Global Investments Co., Ltd.
Mv Capital Management, Inc.
Cambridge Trust Co
Advisory Services Network, LLC
Jefferies Group LLC
ClariVest Asset Management LLC
Affinity Investment Advisors, Llc
Northern Oak Wealth Management Inc
First Hawaiian Bank
Arrowstreet Capital, Limited Partnership
Canada Pension Plan Investment Board
Squarepoint Ops LLC
National Asset Management, Inc.
Snowden Capital Advisors LLC
Eaton Vance Management
AZBAX - AllianzGI Small-Cap Fund Class A
Norges Bank
Elmwood Wealth Management, Inc.
Quantbot Technologies LP
Wagner Wealth Management, Llc
Cetera Investment Advisers
Velanne Asset Management Ltd
Marshall Financial Group LLC
O'shaughnessy Asset Management, Llc
PFG Private Wealth Management, LLC
Hillsdale Investment Management Inc.
MUFG Americas Holdings Corp
SG Americas Securities, LLC
Eqis Capital Management, Inc.
Yorktown Management & Research Co Inc
Aquatic Capital Management LLC
Loomis Sayles & Co L P
Fox Run Management, L.l.c.
Northwestern Mutual Wealth Management Co
Meritage Portfolio Management
Dark Forest Capital Management Lp
Destination Wealth Management
Marshall Wace, Llp
Caption Management, LLC
Ibex Wealth Advisors
Cubist Systematic Strategies, LLC
Park Avenue Securities Llc
Bessemer Group Inc
Robeco Institutional Asset Management B.V.
Bay Rivers Group
Sawgrass Asset Management Llc
Pictet Asset Management Sa
BDO Wealth Advisors, LLC
Clearview Wealth Advisors LLC
AMP Capital Investors Ltd
Measured Wealth Private Client Group, LLC
Prime Capital Investment Advisors, LLC
Renaissance Group Llc
Lingohr & Partner Asset Management GmbH
Jackson Creek Investment Advisors LLC
Versor Investments LP
Meeder Asset Management Inc
Optimum Investment Advisors
Quadrant Capital Group Llc
Millennium Management Llc
Qube Research & Technologies Ltd
Millennium Management Llc
PASIX - PACE Alternative Strategies Investments Class A
Jennison Associates Llc
IronBridge Private Wealth, LLC
Mcdonald Partners Llc
Inspire Advisors, LLC
Nomura Holdings Inc
Aigen Investment Management, Lp
Eagle Bay Advisors LLC
Etf Managers Group, Llc
Ci Investments Inc.
Wellington Management Group Llp
Sofos Investments, Inc.
Thrivent Financial For Lutherans
Aviva Plc
Paragon Capital Management Ltd
Gsa Capital Partners Llp
Washington Trust Advisors, Inc.
Gratus Capital LLC
Ascent Group, LLC
Capula Management Ltd
PAX Financial Group, LLC
CIBC World Markets Inc.
Skandinaviska Enskilda Banken AB (publ)
Absolute Capital Management, LLC
Phoenix Wealth Advisors
Barrow Hanley Mewhinney & Strauss Llc
Assenagon Asset Management S.A.
Tealwood Asset Management Inc
Confluence Wealth Services, Inc.
GWM Advisors LLC
C M Bidwell & Associates Ltd
Strategic Blueprint, LLC
REUYX - Sustainable Equity Fund Class Y 50.30
Name Current Shares Current PPS Previous Shares Previous PPS
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 1,270,500 32.14 1,670,115 43.21
FSSNX - Fidelity Small Cap Index Fund 451,454 32.14 430,370 43.21
Vaughan Nelson Investment Management, L.p. 437,480 35.57 434,540 39.35
DFSTX - U.s. Small Cap Portfolio - Institutional Class 397,995 32.14 412,173 43.21
HDV - iShares Core High Dividend ETF 371,234 32.14 250,079 43.21
TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 259,920 32.14 259,630 43.21
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 226,741 32.14 228,397 43.21
KAUAX - Federated Kaufmann Fund Class A Shares 182,906 32.14 591,906 43.21
QASCX - Federated MDT Small Cap Core Fund Class A Shares 174,868 32.14 222,897 43.21
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 152,903 32.14 138,390 43.21
SWSSX - Schwab Small-Cap Index Fund 131,772 32.14 128,869 43.21
PJARX - SmallCap Value Fund II R-3 126,690 32.14 129,655 43.21
DFAS - Dimensional U.S. Small Cap ETF 95,458 32.14 94,658 43.21
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 85,953 32.15 60,022 43.22
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 82,759 32.14 79,042 43.20
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 82,074 32.14 85,175 43.21
PCSVX - PACE Small/Medium Co Value Equity Investments Class P 80,205 32.14 84,155 43.21
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF 69,112 32.14 66,274 43.21
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 57,145 32.15 59,245 43.21
Moody Aldrich Partners Llc 55,055 35.56 55,055 39.34
Name Current Shares Current PPS Previous Shares Previous PPS
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 4,414 38.51 7,919 38.14
TCI Wealth Advisors, Inc. 306 35.95 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
HDV - iShares Core High Dividend ETF 121,155 371,234 32.14 250,079 43.21 48.45
Twelve Points Wealth Management LLC 27,110 45,354 35.56 18,244 39.36 148.60
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 25,931 85,953 32.15 60,022 43.22 43.20
FSSNX - Fidelity Small Cap Index Fund 21,084 451,454 32.14 430,370 43.21 4.90
Geneos Wealth Management Inc. 14,663 15,503 35.86 840 39.29 1745.60
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 14,513 152,903 32.14 138,390 43.21 10.49
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 7,425 42,230 32.13 34,805 43.21 21.33
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 6,561 44,051 32.14 37,490 43.21 17.50
Brinker Capital Investments, LLC 5,970 37,647 35.57 31,677 39.37 18.85
Wesbanco Bank Inc 5,162 11,358 35.57 6,196 39.38 83.31
Hennion & Walsh Asset Management, Inc. 4,850 20,163 35.56 15,313 39.38 31.67
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 3,717 82,759 32.14 79,042 43.20 4.70
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3,454 32,884 32.14 29,430 43.22 11.74
NUSC - Nuveen ESG Small-Cap ETF 2,996 30,260 32.15 27,264 43.21 10.99
Vaughan Nelson Investment Management, L.p. 2,940 437,480 35.57 434,540 39.35 0.68
SWSSX - Schwab Small-Cap Index Fund 2,903 131,772 32.14 128,869 43.21 2.25
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF 2,838 69,112 32.14 66,274 43.21 4.28
OWLLX - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 2,704 3,626 32.27 922 43.38 293.28
JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 2,584 13,931 32.16 11,347 43.18 22.77
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 1,772 27,550 32.12 25,778 43.22 6.87
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
KAUAX - Federated Kaufmann Fund Class A Shares 409,000 182,906 32.14 591,906 43.21 -69.10
FKASX - Federated Kaufmann Small Cap Fund Class A Shares 399,615 1,270,500 32.14 1,670,115 43.21 -23.93
QASCX - Federated MDT Small Cap Core Fund Class A Shares 48,029 174,868 32.14 222,897 43.21 -21.55
DFSTX - U.s. Small Cap Portfolio - Institutional Class 14,178 397,995 32.14 412,173 43.21 -3.44
FYC - First Trust Small Cap Growth AlphaDEX Fund 9,926 16,285 32.12 26,211 43.23 -37.87
Truist Financial Corp 9,203 34,545 35.58 43,748 39.34 -21.04
DFUS - Dimensional U.S. Equity ETF 3,957 1,954 32.24 5,911 43.14 -66.94
PCSVX - PACE Small/Medium Co Value Equity Investments Class P 3,950 80,205 32.14 84,155 43.21 -4.69
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 3,505 4,414 38.51 7,919 38.14 -44.26
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 3,101 82,074 32.14 85,175 43.21 -3.64
PJARX - SmallCap Value Fund II R-3 2,965 126,690 32.14 129,655 43.21 -2.29
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 2,829 5,224 32.16 8,053 43.21 -35.13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 2,100 57,145 32.15 59,245 43.21 -3.54
Hendershot Investments Inc. 1,718 51,455 35.57 53,173 39.34 -3.23
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 1,656 226,741 32.14 228,397 43.21 -0.73
FAD - First Trust Multi Cap Growth AlphaDEX Fund 1,385 2,754 32.32 4,139 43.25 -33.46
DFAC - Dimensional U.S. Core Equity 2 ETF 800 46,594 32.15 47,394 43.21 -1.69
BKSE - BNY Mellon US Small Cap Core Equity ETF 448 1,437 32.01 1,885 42.97 -23.77
Money Concepts Capital Corp 414 1,671 35.91 2,085 39.33 -19.86
PNASX - SmallCap Growth Fund I R-1 410 8,959 32.15 9,369 43.23 -4.38
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Interval Partners, LP 0
Millennium Management Llc 0
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Sandy Spring Bank 1,500 35.33
Trust Co Of Vermont 83 36.14
Horan Securities, Inc. 76 39.47
Hexagon Capital Partners LLC 73 41.10
Steward Financial Group LLC 33 30.30
Urban Wealth Management, LLC 17 58.82
Name Shares PPS
O'Shares Investment Advisers, LLC 31,269 39.34
Name Current Shares Current PPS Previous Shares Previous PPS
Vaughan Nelson Investment Management, L.p. 437,480 35.57 434,540 39.35
Moody Aldrich Partners Llc 55,055 35.56 55,055 39.34
Hendershot Investments Inc. 51,455 35.57 53,173 39.34
Twelve Points Wealth Management LLC 45,354 35.56 18,244 39.36
Brinker Capital Investments, LLC 37,647 35.57 31,677 39.37
Truist Financial Corp 34,545 35.58 43,748 39.34
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 27,200 35.59 27,200 39.34
Hennion & Walsh Asset Management, Inc. 20,163 35.56 15,313 39.38
Geneos Wealth Management Inc. 15,503 35.86 840 39.29
Wesbanco Bank Inc 11,358 35.57 6,196 39.38
Commonwealth Equity Services, Llc 8,898 35.51 9,137 39.29
Money Concepts Capital Corp 1,671 35.91 2,085 39.33
Umb Bank N A/mo 1,380 35.51 1,342 39.49
Baldwin Brothers Inc/ma 1,000 36.00 1,000 39.00
Name Current Shares Current PPS Previous Shares Previous PPS
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 4,414 38.51 7,919 38.14
TCI Wealth Advisors, Inc. 306 35.95 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Twelve Points Wealth Management LLC 27,110 45,354 35.56 18,244 39.36 148.60
Geneos Wealth Management Inc. 14,663 15,503 35.86 840 39.29 1745.60
Brinker Capital Investments, LLC 5,970 37,647 35.57 31,677 39.37 18.85
Wesbanco Bank Inc 5,162 11,358 35.57 6,196 39.38 83.31
Hennion & Walsh Asset Management, Inc. 4,850 20,163 35.56 15,313 39.38 31.67
Vaughan Nelson Investment Management, L.p. 2,940 437,480 35.57 434,540 39.35 0.68
TCI Wealth Advisors, Inc. 306 306 35.95 0 0.00
Umb Bank N A/mo 38 1,380 35.51 1,342 39.49 2.83
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 9,203 34,545 35.58 43,748 39.34 -21.04
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 3,505 4,414 38.51 7,919 38.14 -44.26
Hendershot Investments Inc. 1,718 51,455 35.57 53,173 39.34 -3.23
Money Concepts Capital Corp 414 1,671 35.91 2,085 39.33 -19.86
Commonwealth Equity Services, Llc 239 8,898 35.51 9,137 39.29 -2.62
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