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 | 899 | 9244.00 | 107.53 | 3945.65 |
Previous Quarter | 894 | 233.00 | 94.98 | 137.11 |
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 | 78 | 139 | 41 | 649 | 270 | 245 |
Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
Current Quarter | 0 | 0 | 1 | 3 | 1 | 0 |
Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
Current Quarter | 2 | 5 | 3 | 0 | 0 | 1 |
Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
Past Week | 1 | 0 | 0 | 3 | 1 | 2 |
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 | 7,147,177 | 13.24 | 107.47 | 10,882,260 | 20.15 | 107.51 |
Previous Quarter | 6,781,844 | 12.56 | 95.11 | 10,648,109 | 19.72 | 95.71 |
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 | 5,167,846 | 107.53 |
BlackRock Inc. | 4,531,455 | 107.53 |
EMINENCE CAPITAL, LP | 4,084,439 | |
Eminence Capital, Lp | 4,083,978 | 107.53 |
Dimensional Fund Advisors Lp | 2,321,944 | 0.11 |
Neuberger Berman Group LLC | 1,850,158 | 107.53 |
State Street Corp | 1,788,844 | 107.53 |
Franklin Resources Inc | 1,688,194 | 107.53 |
FRANKLIN MUTUAL ADVISERS LLC | 1,683,651 | |
IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,538,139 | 107.53 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,478,054 | 107.53 |
Goldman Sachs Group Inc | 1,384,543 | 107.53 |
Diamond Hill Capital Management Inc | 1,265,184 | 107530.00 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,255,486 | 107.53 |
Massachusetts Financial Services Co /ma/ | 1,235,942 | 107.53 |
Clearbridge Investments, LLC | 1,202,224 | 107.53 |
MVCAX - MFS Mid Cap Value Fund A | 1,090,239 | 94.97 |
TESIX - Franklin Mutual Shares Fund Class A | 941,112 | 107.53 |
Thrivent Financial For Lutherans | 929,803 | 0.11 |
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 879,728 | 107.53 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
Name | Shares | PPS |
---|---|---|
Vanguard Group Inc | 5,041,798 | 94.97 |
BlackRock Inc. | 4,285,716 | 94.97 |
Eminence Capital, Lp | 4,083,978 | 94.97 |
Franklin Resources Inc | 2,328,833 | 94.97 |
Dimensional Fund Advisors Lp | 2,260,728 | 94.97 |
Neuberger Berman Group LLC | 1,857,351 | 94.97 |
State Street Corp | 1,762,930 | 94.97 |
Thrivent Financial For Lutherans | 1,750,936 | 94.97 |
Massachusetts Financial Services Co /ma/ | 1,645,262 | 94.97 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,461,423 | 94.97 |
IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,455,503 | 94.97 |
Goldman Sachs Group Inc | 1,365,765 | 94.97 |
Diamond Hill Capital Management Inc | 1,301,295 | 94.97 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,237,076 | 94.97 |
Clearbridge Investments, LLC | 1,205,049 | 94.97 |
TESIX - Franklin Mutual Shares Fund Class A | 1,172,068 | 94.97 |
MVCAX - MFS Mid Cap Value Fund A | 1,090,239 | 94.97 |
Millennium Management Llc | 909,019 | 94.97 |
Empyrean Capital Partners, LP | 865,967 | 94.97 |
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 844,443 | 94.97 |
Name | Shares | PPS |
---|---|---|
EMINENCE CAPITAL, LP | 4,084,439 | |
FRANKLIN MUTUAL ADVISERS LLC | 1,683,651 | |
Coronation Fund Managers Ltd. | 272,242 | 107.53 |
FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,900 | 111.87 |
Marshall Wace, Llp | 122,422 | 107.53 |
XMMO - Invesco S&P MidCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,875 | 104.92 |
Eos Management, L.P. | 74,786 | 107.53 |
Jefferies Financial Group Inc. | 71,820 | 107.53 |
Arrowstreet Capital, Limited Partnership | 53,348 | 0.11 |
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,480 | 107.53 |
Navellier & Associates Inc | 44,738 | 107.54 |
BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL | 29,622 | 111.88 |
Wcm Investment Management, Llc | 25,675 | 107.54 |
Amundi | 23,858 | 111.24 |
FLVEX - Fidelity Large Cap Value Enhanced Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,655 | 111.86 |
AlphaStar Capital Management, LLC | 22,966 | 107.55 |
WCMJX - WCM Focused Small Cap Fund Investor Class Shares | 20,522 | 107.54 |
PYZ - Invesco DWA Basic Materials Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,131 | 104.91 |
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund | 18,200 | 107.53 |
FSAEX - Fidelity Series All-Sector Equity Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,200 | 104.94 |
Name | Shares | PPS |
---|---|---|
SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A | 725,000 | 98.41 |
Parametric Portfolio Associates Llc | 210,857 | 98.41 |
Susquehanna International Group, Llp | 114,200 | 94.97 |
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,560 | 104.97 |
Appian Way Asset Management LP | 100,000 | 94.97 |
Appian Way Asset Management LP | 100,000 | 94.97 |
Cooper Creek Partners Management Llc | 76,278 | 94.97 |
Concentric Capital Strategies, LP | 49,205 | 94.97 |
Twin Tree Management, LP | 40,100 | 94.96 |
Twin Tree Management, LP | 40,100 | 94.96 |
Amalgamated Financial Corp. | 36,656 | 98.40 |
Caption Management, LLC | 32,000 | 94.97 |
Caption Management, LLC | 32,000 | 94.97 |
Caption Management, LLC | 32,000 | 94.97 |
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,304 | 94.97 |
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,569 | 107.00 |
Sandbar Asset Management LLP | 22,622 | 94.95 |
Moody Lynn & Lieberson, Llc | 21,615 | 94.98 |
ICBAX - ICON Natural Resources and Infrastructure Fund Investor Class | 17,000 | 98.41 |
CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES | 14,081 | 98.43 |
REBYX - U.S. Small Cap Equity Fund Class Y | 13,886 | 105.00 |
Redwood Investment Management, Llc | 13,421 | 95.00 |
GARIX - Gotham Absolute Return Fund Institutional Class | 13,309 | 103.01 |
PGMIX - JPMorgan Market Expansion Enhanced Index Fund Class I | 12,000 | 98.42 |
Edgestream Partners, L.P. | 9,395 | 94.94 |
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 9,200 | 103.04 |
MDKSX - MM S&P Mid Cap Index Fund Service Class | 8,601 | 98.36 |
Moloney Securities Asset Management, LLC | 7,108 | 94.96 |
Trexquant Investment LP | 6,698 | 94.95 |
CSCVX - CornerCap Small-Cap Value Fund Investor Shares | 4,961 | 103.00 |
Toth Financial Advisory Corp | 4,900 | 94.90 |
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 4,800 | 103.12 |
DCM Advisors, LLC | 3,900 | 103.59 |
Gotham Asset Management, LLC | 2,702 | 95.11 |
CIBC Asset Management Inc | 2,448 | 94.77 |
Blueshift Asset Management, LLC | 2,339 | 94.91 |
RIFBX - U.S. Small Cap Equity Fund | 2,225 | 98.43 |
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio | 2,200 | 103.18 |
Engineers Gate Manager LP | 2,192 | 94.89 |
Altium Wealth Management LLC | 2,165 | 103.00 |
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio | 1,800 | 102.78 |
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,612 | 107.32 |
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 1,300 | 103.08 |
Meeder Asset Management Inc | 1,021 | 95.00 |
GSSFX - Gotham Short Strategies Fund Institutional Class | 737 | 103.12 |
Almanack Investment Partners, LLC. | 500 | 94.00 |
GVLU - Gotham 1000 Value ETF | 461 | 104.12 |
Mcmillion Capital Management Inc | 292 | 95.89 |
Dixon Hughes Goodman Wealth Advisors LLC | 200 | 100.00 |
FTDS - First Trust Total US Market AlphaDEX ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157 | 95.54 |
Bessemer Group Inc | 142 | 91.55 |
Cowa, Llc | 100 | 90.00 |
Investors Asset Management Of Georgia Inc /ga/ /adv | 100 | 90.00 |
MUFG Americas Holdings Corp | 80 | 100.00 |
Evoke Wealth, Llc | 68 | |
Howe & Rusling Inc | 55 | 90.91 |
DMRM - DeltaShares S&P 400 Managed Risk ETF | 42 | 95.24 |
GHP Investment Advisors, Inc. | 14 | 71.43 |
Private Capital Group, LLC | 6 | 166.67 |
Fieldpoint Private Securities, LLC | 5 | 200.00 |
Natixis | ||
Lee Financial Co | ||
Lloyd Advisory Services, LLC. | ||
Wolverine Trading, Llc | ||
Wellington Management Group Llp | ||
Sageworth Trust Co | ||
GRZZX - GRIZZLY SHORT FUND No Load | ||
Manchester Capital Management LLC | ||
Triumph Capital Management | ||
Jefferies Group LLC | ||
Barr E S & Co | ||
MQS Management LLC | ||
People's United Financial, Inc. | ||
First Command Bank | ||
HHM Wealth Advisors, LLC | ||
Lenox Wealth Advisors, LLC | ||
Sciencast Management LP | ||
J.w. Cole Advisors, Inc. | ||
GLBLX - Leuthold Global Fund (Retail) | ||
Icon Advisers Inc/co | ||
Brookfield Asset Management Inc. | ||
Eagle Asset Management Inc | ||
Jones Financial Companies Lllp | ||
Bridgewater Associates, LP | ||
Metropolitan Life Insurance Co/ny | ||
Angeles Wealth Management, Llc | ||
Proequities, Inc. | ||
Hillsdale Investment Management Inc. | ||
Aigen Investment Management, Lp | ||
Ethic Inc. | ||
Stonnington Group, Llc | ||
Occudo Quantitative Strategies Lp | ||
Eastern Bank | ||
State of Wyoming | ||
Naya Capital Management Uk Ltd | ||
Hallmark Capital Management Inc | ||
EMG Holdings, L.P. | ||
Prospera Financial Services Inc | ||
Cardiff Park Advisors, Llc | ||
Concord Wealth Partners | ||
Alphacrest Capital Management Llc | ||
Cordant, Inc. | ||
Sargent Bickham Lagudis LLC | ||
Weiss Strategic Interval Fund | ||
Allegheny Financial Group LTD | ||
Healthcare Of Ontario Pension Plan Trust Fund | ||
Bayesian Capital Management, LP | ||
Agf Investments Inc. | ||
Good Life Advisors, LLC | ||
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | ||
Graham Capital Management, L.P. | ||
FORA Capital, LLC | ||
Mirabella Financial Services Llp | ||
Venture Visionary Partners LLC | ||
Point72 Hong Kong Ltd | ||
Regions Financial Corp | ||
XTX Topco Ltd | ||
Brown Advisory Inc | ||
Squarepoint Ops LLC | ||
Cornercap Investment Counsel Inc | ||
Jump Financial, LLC | ||
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class | ||
GFSYX - Strategic Alternatives Fund Institutional | ||
EAM Investors, LLC | ||
Pendal Group Ltd | ||
ACG Wealth | ||
Ontario Teachers Pension Plan Board | ||
Causeway Capital Management Llc | ||
Verity Asset Management, Inc. | ||
Paloma Partners Management Co | ||
Balyasny Asset Management Llc | ||
Morningstar Funds Trust - Morningstar Alternatives Fund | ||
Dark Forest Capital Management Lp | ||
Dubuque Bank & Trust Co | ||
Winton Capital Group Ltd | ||
Eagle Bay Advisors LLC | ||
Citizens Business Bank | ||
Patriot Financial Group Insurance Agency, LLC | ||
LNFIX - QS Global Market Neutral Fund Class A | 98.36 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Dimensional Fund Advisors Lp | 2,321,944 | 0.11 | 2,260,728 | 94.97 |
Thrivent Financial For Lutherans | 929,803 | 0.11 | 1,750,936 | 94.97 |
Geode Capital Management, Llc | 677,747 | 0.11 | 647,777 | 94.97 |
Millennium Management Llc | 420,896 | 0.11 | 909,019 | 94.97 |
Acadian Asset Management Llc | 374,984 | 0.11 | 124,452 | 94.86 |
Renaissance Technologies Llc | 305,575 | 0.11 | 100,275 | 94.97 |
Handelsbanken Fonder AB | 256,900 | 0.11 | 331,400 | 94.97 |
Lazard Asset Management Llc | 245,053 | 0.11 | 147,226 | 94.97 |
Ancora Advisors, LLC | 174,902 | 0.11 | 174,902 | 94.97 |
Rhumbline Advisers | 164,333 | 0.11 | 159,701 | 94.97 |
Public Employees Retirement Association Of Colorado | 143,723 | 0.10 | 145,145 | 94.97 |
Nuveen Asset Management, LLC | 133,808 | 0.10 | 133,911 | 94.97 |
Pictet Asset Management Sa | 107,889 | 0.11 | 262,195 | 94.97 |
ExodusPoint Capital Management, LP | 104,532 | 0.11 | 146,757 | 94.97 |
Industrial Alliance Investment Management Inc. | 87,773 | 0.10 | 84,413 | 94.97 |
State Board Of Administration Of Florida Retirement System | 58,026 | 0.10 | 57,566 | 94.97 |
State of Tennessee, Treasury Department | 46,059 | 0.11 | 46,059 | 94.97 |
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares | 40,432 | 104.92 | 49,497 | 104.98 |
Kiwi Wealth Investments Limited Partnership | 30,002 | 107.53 | 30,977 | 103050.00 |
Public Employees Retirement System Of Ohio | 26,673 | 0.11 | 27,888 | 94.99 |
Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
---|---|---|---|---|
Vanguard Group Inc | 5,167,846 | 107.53 | 5,041,798 | 94.97 |
BlackRock Inc. | 4,531,455 | 107.53 | 4,285,716 | 94.97 |
Eminence Capital, Lp | 4,083,978 | 107.53 | 4,083,978 | 94.97 |
Neuberger Berman Group LLC | 1,850,158 | 107.53 | 1,857,351 | 94.97 |
State Street Corp | 1,788,844 | 107.53 | 1,762,930 | 94.97 |
Franklin Resources Inc | 1,688,194 | 107.53 | 2,328,833 | 94.97 |
IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,538,139 | 107.53 | 1,455,503 | 94.97 |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,478,054 | 107.53 | 1,461,423 | 94.97 |
Goldman Sachs Group Inc | 1,384,543 | 107.53 | 1,365,765 | 94.97 |
Diamond Hill Capital Management Inc | 1,265,184 | 107530.00 | 1,301,295 | 94.97 |
NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,255,486 | 107.53 | 1,237,076 | 94.97 |
Massachusetts Financial Services Co /ma/ | 1,235,942 | 107.53 | 1,645,262 | 94.97 |
Clearbridge Investments, LLC | 1,202,224 | 107.53 | 1,205,049 | 94.97 |
TESIX - Franklin Mutual Shares Fund Class A | 941,112 | 107.53 | 1,172,068 | 94.97 |
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 879,728 | 107.53 | 844,443 | 94.97 |
Fmr Llc | 841,598 | 107.53 | 496,698 | 94.97 |
Invesco Ltd. | 754,990 | 107.53 | 681,942 | 94.97 |
Citadel Advisors Llc | 719,948 | 107.53 | 609,627 | 94.97 |
VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 679,649 | 107.53 | 665,135 | 94.97 |
Macquarie Group Ltd | 671,537 | 107.53 | 708,255 | 95.09 |
Name | Current Puts |
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Name | Current Calls |
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Name |
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QRPNX - AQR Alternative Risk Premia Fund Class N |
Name | Previous Puts |
---|---|
Twin Tree Management, LP | 40,100 |
Caption Management, LLC | 32,000 |
SpiderRock Advisors, LLC | 0 |
Name | Previous Calls |
---|---|
Wolverine Trading, Llc | 0 |
Name |
---|
Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
---|---|---|---|---|
Simplex Trading, Llc | 3,500 | 4,000 | 500 | 700.00 |
Jane Street Group, Llc | 58,900 | 84,200 | 25,300 | 232.81 |
Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
---|---|---|---|---|
Walleye Trading LLC | 3,300 | 9,700 | 6,400 | 51.56 |
Susquehanna International Group, Llp | 7,100 | 121,300 | 114,200 | 6.22 |
PEAK6 Investments LLC | 8,900 | 8,900 | 0 | 0.00 |
Group One Trading, L.p. | 39,500 | 58,200 | 18,700 | 211.23 |
Bank Of Montreal /can/ | 47,836 | 57,500 | 9,664 | 494.99 |
Name |
---|
SEIAX - SIIT Multi-Asset Real Return Fund - Class A |
GHPLX - Gotham Hedged Plus Fund Institutional Class |
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F |
Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value |
Name | Shares | PPS |
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VDNI - V-Shares US Diversity ETF | 2 |
Name | Shares | PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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GMXAX - Nationwide Mid Cap Market Index Fund Class A | 15,732 | 109.27 | 16,862 | 100.46 |
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 3,123 | 109.19 | 2,574 | 100.62 |
BKSE - BNY Mellon US Small Cap Core Equity ETF | 698 | 108.88 | 848 | 100.24 |
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