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 | 2,734 | 484.00 | 265.99 | 263.24 |
| Previous Quarter | 2,883 | 481.00 | 266.00 | 264.02 |
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 | 33 | 396 | 584 | 12 | 234 | 243 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 3 | 3 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 3 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 6 | 11 | 169 | 1 | 60 | 69 |
| 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 | 42,060,372 | 14.75 | 130.99 | 50,340,191 | 17.65 | 265.04 |
| Previous Quarter | 20,728,605 | 7.27 | 265.98 | 50,457,347 | 17.69 | 265.43 |
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 | 24,487,340 | 266.00 |
| VANGUARD GROUP INC | 24,176,366 | |
| BlackRock Inc. | 21,348,508 | |
| BlackRock Inc. | 20,665,145 | 266.00 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 20,016,331 | |
| Price T Rowe Associates Inc /md/ | 12,848,993 | 266.00 |
| State Street Corp | 12,579,116 | 266.00 |
| Wellington Management Group Llp | 11,347,452 | 266.00 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,218,732 | 266.00 |
| Morgan Stanley | 7,808,836 | 266.00 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,231,692 | 266.00 |
| Parnassus Investments /ca | 5,156,630 | 266.00 |
| Geode Capital Management, Llc | 4,613,555 | 265.24 |
| Generation Investment Management Llp | 4,498,150 | 266.00 |
| Massachusetts Financial Services Co /ma/ | 4,493,953 | 266.00 |
| PRWCX - T. Rowe Price Capital Appreciation Fund | 4,423,688 | 266.00 |
| Jpmorgan Chase & Co | 4,372,691 | 259.33 |
| PRBLX - Parnassus Core Equity Fund Investor Shares | 4,010,763 | 266.00 |
| Wells Fargo & Company/mn | 3,799,442 | 266.00 |
| VWELX - VANGUARD WELLINGTON FUND Investor Shares | 3,780,922 | 271.28 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 24,487,340 | 266.00 |
| BlackRock Inc. | 20,665,145 | 266.00 |
| Price T Rowe Associates Inc /md/ | 12,848,993 | 266.00 |
| State Street Corp | 12,579,116 | 266.00 |
| Wellington Management Group Llp | 11,347,452 | 266.00 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 8,218,732 | 266.00 |
| Morgan Stanley | 7,808,836 | 266.00 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 6,231,692 | 266.00 |
| Parnassus Investments /ca | 5,156,630 | 266.00 |
| Geode Capital Management, Llc | 4,613,555 | 265.24 |
| Generation Investment Management Llp | 4,498,150 | 266.00 |
| Massachusetts Financial Services Co /ma/ | 4,493,953 | 266.00 |
| PRWCX - T. Rowe Price Capital Appreciation Fund | 4,423,688 | 266.00 |
| Jpmorgan Chase & Co | 4,372,691 | 259.33 |
| PRBLX - Parnassus Core Equity Fund Investor Shares | 4,010,763 | 266.00 |
| Wells Fargo & Company/mn | 3,799,442 | 266.00 |
| VWELX - VANGUARD WELLINGTON FUND Investor Shares | 3,780,922 | 271.28 |
| Invesco Ltd. | 3,547,059 | 266.00 |
| TRVLX - T. Rowe Price Value Fund, Inc. | 3,543,561 | 266.00 |
| Fiera Capital Corp | 3,399,343 | 259.33 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 24,176,366 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 20,016,331 | |
| FDGFX - Fidelity Dividend Growth Fund | 142,300 | 247.19 |
| Farmer Steven Patrick | 73,567 | 246.52 |
| Bartlett & Co. LLC | 44,789 | 266.00 |
| Contravisory Investment Management, Inc. | 24,600 | 246.54 |
| CHGX - AXS Change Finance ESG ETF | 4,168 | 247.12 |
| WWIDX - Wells Fargo Large Company Value Fund Administrator Class | 3,573 | 247.13 |
| PMDEX - PMC Diversified Equity Fund Advisor Class Shares | 2,327 | 255.69 |
| PRIGX - T. Rowe Price Institutional Global Value Equity Fund | 2,029 | 247.41 |
| Schnieders Capital Management Llc | 1,913 | 266.07 |
| COPLX - Copley Fund Inc /nv/ | 1,300 | 256.15 |
| O'Brien Wealth Partners LLC | 1,293 | 246.71 |
| Everhart Financial Group, Inc. | 1,159 | 246.76 |
| LVW Advisors, LLC | 1,017 | 246.80 |
| Abner Herrman & Brock Llc | 852 | 246.48 |
| TILDX - DCM/INNOVA High Dividend Income Innovation Fund | 800 | 247.50 |
| Zullo Investment Group, Inc. | 582 | 266.32 |
| LS Investment Advisors, LLC | 223 | 246.64 |
| SGFFX - Sparrow Growth Fund Class A | 140 | 257.14 |
| Name | Shares | PPS |
|---|---|---|
| Jpmorgan Chase & Co | 4,372,691 | 259.33 |
| Credit Suisse Ag/ | 556,218 | 266.00 |
| HighTower Advisors, LLC | 372,664 | 266.14 |
| Barclays Plc | 369,748 | 266.00 |
| Barclays Plc | 369,748 | 266.00 |
| Bnp Paribas Arbitrage, Sa | 252,323 | 266.00 |
| Bnp Paribas Arbitrage, Sa | 252,323 | 266.00 |
| Two Sigma Investments, Lp | 230,033 | 266.00 |
| Two Sigma Investments, Lp | 230,033 | 266.00 |
| Eaton Vance Management | 214,755 | 238.82 |
| Farr Miller & Washington Llc/dc | 170,497 | 245.82 |
| Victory Capital Management Inc | 117,470 | 245.82 |
| Thrivent Financial For Lutherans | 103,638 | 245.62 |
| B. Metzler seel. Sohn & Co. Holding AG | 100,962 | 245.83 |
| Aaron Wealth Advisors LLC | 58,786 | 3.76 |
| Columbus Point Llp | 56,950 | 245.81 |
| Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A | 53,111 | 245.82 |
| ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A | 47,430 | 239.60 |
| Bartlett & Co. LLC | 44,789 | 266.00 |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y | 43,186 | 245.82 |
| GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional | 33,672 | 239.58 |
| AGAQX - 361 Global Long/Short Equity Fund Investor Class | 30,486 | 239.59 |
| Simplex Trading, Llc | 29,800 | 265.97 |
| Pineno Levin & Ford Asset Management, Inc. | 26,911 | 251.50 |
| WHGIX - Westwood Income Opportunity Fund Institutional Class Shares | 26,263 | 239.58 |
| NWFAX - Nationwide Fund Class A | 21,574 | 239.59 |
| WHGLX - Westwood Largecap Value Fund Institutional Class Shares | 21,271 | 239.58 |
| GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional | 18,581 | 239.60 |
| Daiwa Securities Group Inc. | 17,835 | 259.32 |
| Optimal Asset Management, Inc. | 17,621 | 203.62 |
| Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A | 17,062 | 245.81 |
| BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF | 15,465 | 239.57 |
| NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio | 14,399 | 245.85 |
| Walleye Trading LLC | 13,500 | 266.00 |
| Symons Capital Management Inc | 12,209 | 245.80 |
| FULVX - Fidelity U.S. Low Volatility Equity Fund | 10,385 | 239.58 |
| Homrich & Berg | 10,046 | 245.77 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional | 9,793 | 245.79 |
| PXWIX - Pax Ellevate Global Women's Leadership Fund Institutional Class | 8,879 | 245.86 |
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) | 8,694 | 245.80 |
| IMNAX - Transamerica Global Equity A | 7,371 | 239.59 |
| Hnp Capital Llc | 7,207 | 265.99 |
| FNY Investment Advisers, LLC | 7,000 | 259.29 |
| FNY Investment Advisers, LLC | 7,000 | 259.29 |
| World Asset Management Inc | 6,564 | 245.89 |
| IPLIX - Voya Index Plus LargeCap Portfolio Class I | 6,289 | 245.83 |
| Sound Financial Strategies Group, LLC | 6,050 | 265.95 |
| Point72 Hong Kong Ltd | 5,629 | 265.94 |
| Point72 Hong Kong Ltd | 5,629 | 265.94 |
| O'Shares Investment Advisers, LLC | 4,788 | 266.08 |
| KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares | 4,663 | 254.13 |
| IBM Retirement Fund | 4,553 | 265.98 |
| Bbva Usa | 4,462 | 245.63 |
| Mid Atlantic Financial Management Inc/adv | 4,298 | 245.93 |
| Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio | 4,200 | 245.71 |
| IFP Advisors, Inc | 4,133 | 253.57 |
| NorthCoast Asset Management LLC | 4,046 | 246.42 |
| EKSAX - Wells Fargo Diversified Income Builder Fund Class A | 4,000 | 245.75 |
| Nomura Holdings Inc | 3,968 | 262.35 |
| HighPoint Advisor Group LLC | 3,789 | 245.71 |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 3,677 | 239.60 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 3,273 | 245.95 |
| PASIX - PACE Alternative Strategies Investments Class A | 3,262 | 239.73 |
| First Midwest Bank Trust Division | 3,184 | 251.57 |
| Kdi Capital Partners Llc | 3,000 | 245.67 |
| Carroll Financial Associates, Inc. | 2,904 | 251.38 |
| SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 2,660 | 239.47 |
| FLMFX - MUIRFIELD FUND Retail Class | 2,626 | 246.00 |
| MLVEX - BMO Low Volatility Equity Fund Class I | 2,553 | 236.98 |
| First Hawaiian Bank | 2,440 | 251.64 |
| Chiron Capital Management, Llc | 2,400 | 265.83 |
| Old Dominion Capital Management Inc | 2,334 | 245.93 |
| Parallax Volatility Advisers, L.P. | 2,300 | 259.57 |
| Harbor Investment Advisory, Llc | 2,262 | 251.55 |
| Tudor Investment Corp Et Al | 2,100 | 266.19 |
| STAAA - SA PGI Asset Allocation Portfolio Class 3 | 2,018 | 245.79 |
| Schnieders Capital Management Llc | 1,913 | 266.07 |
| Security National Trust Co | 1,899 | 243.29 |
| Crescent Capital Consulting, LLC | 1,750 | 252.00 |
| V Wealth Advisors LLC | 1,713 | 265.62 |
| Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B | 1,537 | 245.93 |
| WRAAX - Wilmington Global Alpha Equities Fund Class A Shares | 1,419 | 239.61 |
| Brouwer & Janachowski, LLC | 1,387 | 245.85 |
| TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial | 1,351 | 245.74 |
| LifePro Asset Management | 1,339 | 265.87 |
| Unified Trust Company, N.A. | 1,329 | 246.05 |
| Two Sigma Securities, Llc | 1,300 | 266.15 |
| Berman Capital Advisors, LLC | 1,230 | 245.53 |
| Patten Group, Inc. | 1,220 | 266.39 |
| First Mercantile Trust Co | 1,215 | 246.09 |
| Diversified Trust Co | 1,212 | 265.68 |
| Granite Investment Advisors, LLC | 1,150 | 246.09 |
| FLDFX - BALANCED FUND Retail Class | 1,088 | 245.40 |
| Landsberg, Bennett, & Dubbaneh LLC | 1,050 | 244.76 |
| Boothbay Fund Management, Llc | 1,000 | 266.00 |
| Reilly Financial Advisors, Llc | 891 | 251.40 |
| Qci Asset Management Inc/ny | 825 | 246.06 |
| Country Club Trust Company, n.a. | 811 | 252.77 |
| Agf Investments Inc. | 800 | 246.25 |
| Lakeview Capital Partners, LLC | 799 | 266.58 |
| First American Trust, Fsb | 784 | 266.58 |
| Altium Wealth Management LLC | 782 | 265.98 |
| Patton Albertson Miller Group, Llc | 781 | 266.33 |
| Ballast, Inc. | 765 | 265.36 |
| Great Valley Advisor Group, Inc. | 759 | 263.50 |
| Symphony Financial, Ltd. Co. | 739 | 273.34 |
| IBPIX - Voya Balanced Portfolio Class I | 713 | 245.44 |
| Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 659 | 239.76 |
| Sonora Investment Management, LLC | 604 | 246.69 |
| Zullo Investment Group, Inc. | 582 | 266.32 |
| Paladin Advisory Group, LLC | 514 | 262.65 |
| Gemmer Asset Management LLC | 487 | 264.89 |
| ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio | 420 | 245.24 |
| Green Harvest Asset Management LLC | 353 | 79.32 |
| QRPNX - AQR Alternative Risk Premia Fund Class N | 255 | 247.06 |
| VIGRX - Vanguard Growth Index Fund Investor Shares | 255 | 247.06 |
| REUYX - Sustainable Equity Fund Class Y | 253 | 241.11 |
| SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 140 | 242.86 |
| Clear Street Markets Llc | 117 | 264.96 |
| Clear Street Markets Llc | 117 | 264.96 |
| Tarbox Family Office, Inc. | 104 | 269.23 |
| Exane Derivatives | 72 | 263.89 |
| First National Bank of South Miami | 55 | 272.73 |
| Stephenson National Bank & Trust | 45 | 266.67 |
| Heritage Wealth Management, Llc | 42 | 238.10 |
| Financial Management Professionals, Inc. | 12 | 250.00 |
| FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor | 9 | 222.22 |
| GoalVest Advisory LLC | 8 | 250.00 |
| FLSPX - SPECTRUM FUND Retail Class | 1 | |
| FDx Advisors, Inc. | ||
| USA Financial Portformulas Corp | ||
| Bingham Osborn & Scarborough Llc | ||
| JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 | ||
| Freemont Management S.A. | ||
| Emerald Investment Partners, Llc | ||
| Ellsworth Advisors, LLC | ||
| Btr Capital Management Inc | ||
| LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class | ||
| Addison Capital Co | ||
| Stevens Capital Management Lp | ||
| Bell Asset Management Ltd | ||
| Park National Corp /oh/ | ||
| Capital Fund Management S.a. | ||
| Stoneridge Investment Partners Llc | ||
| JEPI - JPMorgan Equity Premium Income ETF | ||
| Parisi Gray Wealth Management | ||
| IHT Wealth Management, LLC | ||
| Blackrock Health Sciences Trust | ||
| First Command Advisory Services, Inc. | ||
| GARIX - Gotham Absolute Return Fund Institutional Class | ||
| Bluestein R H & Co | ||
| Emerald Advisors, LLC | ||
| Buffington Mohr McNeal | ||
| GRZZX - GRIZZLY SHORT FUND No Load | ||
| Enterprise Financial Services Corp | ||
| Savior LLC | ||
| WMS Partners, LLC | ||
| THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A | ||
| Occudo Quantitative Strategies Lp | ||
| DWSH - AdvisorShares Dorsey Wright Short ETF | ||
| Partners Capital Investment Group, Llp | ||
| Quantitative Systematic Strategies LLC | ||
| Cornercap Investment Counsel Inc | ||
| Exos Asset Management LLC | ||
| TVDAX - Guggenheim RBP Large-Cap Defensive Fund Class A | ||
| Spears Abacus Advisors LLC | ||
| La Financiere De L'echiquier | ||
| Trexquant Investment LP | ||
| Red Door Wealth Management, LLC | ||
| PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I | ||
| Amica Retiree Medical Trust | ||
| Bp Plc | ||
| Glovista Investments LLC | ||
| PACIFIC SELECT FUND - Health Sciences Portfolio Class I | ||
| Hohimer Wealth Management, Llc | ||
| Amica Mutual Insurance Co | ||
| Financial Management Network Inc | ||
| Findlay Park Partners LLP | ||
| Lake Street Advisors Group, Llc | ||
| Personal Wealth Partners | ||
| Strategic Blueprint, LLC | ||
| Standard Family Office LLC | ||
| TAAG - Trend Aggregation Aggressive Growth ETF | ||
| Marino, Stram & Associates Llc | ||
| Scott & Selber, Inc. | ||
| Easterly Investment Partners Llc | ||
| Gries Financial Llc | ||
| Adirondack Retirement Specialists, Inc. | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| AWYIX - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares | ||
| Keel Point, LLC | ||
| BEEHX - The BeeHive Fund | ||
| CMNWX - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A | ||
| Gateway Advisory, LLC | ||
| Sound View Wealth Advisors Group, LLC | ||
| Flagship Private Wealth, LLC | ||
| Brendel Financial Advisors LLC | ||
| National Mutual Insurance Federation of Agricultural Cooperatives | ||
| Nicholas Company, Inc. | ||
| Liontrust Investment Partners LLP | ||
| PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 | ||
| Value Partners Investments Inc. | ||
| Phoenix Wealth Advisors | ||
| Optiver Holding B.V. | ||
| Endurant Capital Management LP | ||
| Tealwood Asset Management Inc | ||
| Condor Capital Management | ||
| Lountzis Asset Management, Llc | ||
| Brandywine Oak Private Wealth Llc | ||
| Fundsmith LLP | ||
| III Capital Management | ||
| Dynamic Technology Lab Private Ltd | ||
| Brookfield Asset Management Inc. | ||
| DORCHESTER WEALTH MANAGEMENT Co | ||
| Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio | ||
| Cornerstone Advisors Inc | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Quantbot Technologies LP | ||
| Norges Bank | ||
| Teza Capital Management LLC | ||
| Quadrature Capital Ltd | ||
| GDMYX - Defensive Market Strategies Fund Institutional | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| Bfsg, Llc | ||
| Wall Street Access Asset Management, LLC | ||
| Weiss Asset Management LP | ||
| Barrett Asset Management, LLC | ||
| Twin Capital Management Inc | ||
| Wagner Wealth Management, Llc | ||
| Fsb Premier Wealth Management, Inc. | ||
| W.G. Shaheen & Associates DBA Whitney & Co | ||
| Tuttle Tactical Management LLC | ||
| Court Place Advisors, LLC | ||
| Resolute Advisors LLC | ||
| Bourgeon Capital Management Llc | ||
| WestEnd Advisors, LLC | ||
| DCF Advisers, LLC | ||
| Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio | ||
| Richwood Investment Advisors, LLC | ||
| Sciencast Management LP | ||
| Firethorn Wealth Partners, Llc | ||
| Meiji Yasuda Life Insurance Co | ||
| Portfolio Solutions, LLC | ||
| New England Research & Management, Inc. | ||
| AMP Capital Investors Ltd | ||
| Capital Advisory Group Advisory Services, LLC | ||
| Capitolis Advisors LLC | ||
| Hbk Investments L P | ||
| Ontario Teachers Pension Plan Board | ||
| Ally Financial Inc. | ||
| Meridian Wealth Partners, LLC | ||
| Arvest Trust Co N A | ||
| Asahi Life Asset Management Co., Ltd. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Sivik Global Healthcare LLC | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | ||
| Columbia Asset Management | ||
| GONIX - Gotham Neutral Fund Institutional Class | ||
| Angelo Gordon & Co., L.p. | ||
| Liberty Wealth Management Llc | ||
| Better Money Decisions, LLC | ||
| Cahill Financial Advisors Inc | ||
| Ade, Llc | ||
| Ironwood Financial, llc | ||
| Kowal Investment Group, LLC | ||
| Barr E S & Co | ||
| Total Clarity Wealth Management, Inc. | ||
| Buckingham Capital Management, Inc. | ||
| Pearl River Capital, LLC | ||
| Hrt Financial Lp | ||
| Balentine LLC | ||
| Nuance Investments, Llc | ||
| Laurion Capital Management LP | ||
| American National Bank | ||
| Carderock Capital Management Inc | ||
| Xcel Wealth Management, LLC | ||
| Eagle Bay Advisors LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Oak Thistle LLC | ||
| Lsv Asset Management | ||
| Evermay Wealth Management Llc | ||
| Aries Wealth Management | ||
| Regency Capital Management Inc.\DE | ||
| Robinson Value Management, Ltd. | ||
| Aigen Investment Management, Lp | ||
| CFO4Life Group, LLC | ||
| Graham Capital Management, L.P. | ||
| AlphaMark Advisors, LLC | ||
| GLBLX - Leuthold Global Fund (Retail) | ||
| Aquatic Capital Management LLC | ||
| Camden Asset Management L P /ca | ||
| Cornerstone Advisory, LLC | ||
| Great Diamond Partners, LLC | ||
| Advisor OS, LLC | ||
| JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) | ||
| Jacobs Levy Equity Management, Inc | ||
| Fft Wealth Management Llc | ||
| VMGAX - Vanguard Mega Cap Growth Index Fund Institutional Shares | ||
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | ||
| Systematic Alpha Investments, LLC | ||
| Alpha Paradigm Partners, LLC | ||
| Bruderman Asset Management, LLC | ||
| D'Orazio & Associates, Inc. | ||
| GAOAX - JPMorgan Global Allocation Fund Class A | ||
| Advanced Research Investment Solutions, Llc | ||
| PrairieView Partners, LLC | ||
| Klingenstein Fields & Co Lp | ||
| FORA Capital, LLC | ||
| Viridian Ria, Llc | ||
| MSD Partners, L.P. | ||
| Atlas Private Wealth Advisors | ||
| Dash Acquisitions Inc. | ||
| Angeles Investment Advisors, LLC | ||
| Truvestments Capital Llc | ||
| Blueshift Asset Management, LLC | ||
| Quilter Plc | ||
| Canvas Wealth Advisors, LLC | ||
| Royal Capital Wealth Management, LLC | ||
| True Link Financial Advisors, LLC | ||
| Emerson Wealth Management, LLC | ||
| Fulcrum Asset Management LLP | ||
| CLARET ASSET MANAGEMENT Corp | ||
| Etf Managers Group, Llc | ||
| Evolution Wealth Advisors, LLC | ||
| Citizens Financial Group Inc/ri | ||
| Teamwork Financial Advisors, LLC | ||
| Lombard Odier Asset Management (Switzerland) SA | ||
| Engine No. 1 Llc | ||
| NICSX - Nicholas Fund Inc | ||
| Urban Wealth Management, LLC | ||
| Migdal Insurance & Financial Holdings Ltd. | ||
| IMC-Chicago, LLC | ||
| Leverty Financial Group, LLC | ||
| Chilton Capital Management Llc | ||
| James Reed Financial Services, Inc. | ||
| SG3 Management, LLC | ||
| Baker Chad R | ||
| Versor Investments LP | ||
| Signet Financial Management, Llc | ||
| Camden National Bank | ||
| Pacitti Group Inc. | ||
| Cary Street Partner Investment Advisory Llc | ||
| Arabesque Asset Management Ltd | ||
| Maven Securities LTD | ||
| LNFIX - QS Global Market Neutral Fund Class A | ||
| Golden State Wealth Management, LLC | ||
| Future Financial Wealth Managment LLC | ||
| Consolidated Planning Corp | ||
| Montis Financial, LLC | ||
| Fortis Advisors, LLC | ||
| Wintrust Investments Llc | ||
| Maven Securities LTD | ||
| HAP Trading, LLC | ||
| Ahl Investment Management, Inc. | ||
| Balyasny Asset Management Llc | ||
| Paloma Partners Management Co | ||
| Personal Capital Advisors Corp | ||
| Mizuho Securities Usa Llc | ||
| Paloma Partners Management Co | ||
| WealthPLAN Partners, LLC | ||
| Taylor Wealth Management Partners | ||
| TBH Global Asset Management, LLC | ||
| Widmann Financial Services, Inc. | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Maven Securities LTD | ||
| Mbb Public Markets I Llc | ||
| Highland Capital Management, Llc | ||
| Centaurus Financial, Inc. | ||
| Alps Advisors Inc | ||
| True North Advisors, LLC | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Neo Ivy Capital Management | ||
| GABELLI & Co INVESTMENT ADVISERS, INC. | ||
| Thompson Davis & Co., Inc. | ||
| Connable Office Inc | ||
| Mystic Asset Management, Inc. | ||
| Pensionfund DSM Netherlands | ||
| Kiwi Wealth Investments Limited Partnership | ||
| Galibier Capital Management Ltd. | ||
| Quantamental Technologies LLC | ||
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Beacon Investment Advisory Services, Inc. | ||
| Cassady Schiller Wealth Management, LLC | ||
| NuWave Investment Management, LLC | ||
| Prelude Capital Management, Llc | ||
| Donaldson Capital Management, Llc | ||
| Laurel Wealth Advisors, Inc. | ||
| Alyeska Investment Group, L.P. | ||
| Enlightenment Research, LLC | ||
| Voloridge Investment Management, Llc | ||
| Smith, Salley & Associates | ||
| Cornerstone Wealth Management, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| PEQIX - Pioneer Equity Income Fund : Class A |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 21,348,508 | 20,665,145 | 266.00 | |
| VIG - Vanguard Dividend Appreciation Index Fund ETF Shares | 1,758,077 | 247.19 | 1,884,569 | 254.14 |
| JENSX - The Jensen Quality Growth Fund Inc J Shares | 1,673,000 | 255.80 | 1,842,000 | 271.28 |
| LBSAX - Columbia Dividend Income Fund Class A | 1,247,771 | 255.80 | 1,116,093 | 271.28 |
| SGENX - First Eagle Global Fund Class A | 1,130,197 | 247.19 | 1,130,197 | 254.14 |
| VWNDX - Vanguard Windsor Fund Investor Shares | 963,152 | 247.19 | 963,152 | 254.14 |
| PQIAX - Equity Income Fund formerly Equity Income Fund I Class A | 847,623 | 247.19 | 847,623 | 254.14 |
| USMV - iShares Edge MSCI Min Vol USA ETF | 821,374 | 247.19 | 823,838 | 254.14 |
| IHGIX - THE HARTFORD DIVIDEND AND GROWTH FUND Class A | 809,334 | 247.19 | 755,388 | 254.14 |
| LCEAX - Invesco Diversified Dividend Fund Class A | 793,025 | 247.19 | 793,025 | 254.14 |
| AustralianSuper Pty Ltd | 562,844 | 246.53 | 297,369 | 266.00 |
| SWPPX - Schwab S&P 500 Index Fund | 515,896 | 247.19 | 508,871 | 254.14 |
| HAIAX - HARTFORD CORE EQUITY FUND Class A | 504,099 | 247.19 | 482,675 | 254.14 |
| Everett Harris & Co /ca/ | 484,944 | 246.53 | 486,000 | 266.00 |
| ACSTX - Invesco Comstock Fund Class A | 448,257 | 247.19 | 409,534 | 254.14 |
| Boston Trust Walden Corp | 442,748 | 246.53 | 439,679 | 266.00 |
| Strs Ohio | 277,552 | 246.53 | 284,939 | 259.41 |
| RSP - Invesco S&P 500 Equal Weight ETF | 261,385 | 247.19 | 268,528 | 254.14 |
| DGRO - iShares Core Dividend Growth ETF | 259,981 | 247.19 | 271,922 | 254.14 |
| Cooke & Bieler Lp | 257,091 | 246.53 | 155,900 | 266.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 7,100 | 246.48 | 0 | |
| SWHFX - Schwab Health Care Fund | 5,775 | 247.27 | 0 | |
| Wealth Quarterback LLC | 3,639 | 266.01 | 3,109 | 0.32 |
| Capital Investment Advisors, LLC | 1,409 | 246.27 | 0 | |
| Fruth Investment Management | 1,140 | 269.30 | 1,140 | 265.79 |
| Ziegler Capital Management, LLC | 997 | 246.74 | 0 | |
| Foster Dykema Cabot & Co Inc/ma | 303 | 247.52 | 0 | |
| Westside Investment Management, Inc. | 111 | 99.10 | 124 | 88.71 |
| QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF | 43 | 255.81 | 64 | 250.00 |
| NSFJX - Natixis Sustainable Future 2045 Fund Class N | 35 | 257.14 | 36 | 250.00 |
| NSFLX - Natixis Sustainable Future 2055 Fund Class N | 27 | 259.26 | 25 | 240.00 |
| NSFEX - Natixis Sustainable Future 2025 Fund Class N | 15 | 266.67 | 23 | 260.87 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| HAP Trading, LLC | 0 |
| SpiderRock Advisors, LLC | 0 |
| IMC-Chicago, LLC | 0 |
| Name | Previous Calls |
|---|---|
| Paloma Partners Management Co | 0 |
| Maven Securities LTD | 0 |
| SG3 Management, LLC | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Paladin Advisory Group, LLC | 2 | 516 | 514 | 0.39 |
| Name |
|---|
| FTLS - First Trust Long/Short Equity ETF |
| KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares |
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| COPLX - Copley Fund Inc /nv/ | 1,300 | 256.15 |
| O'Brien Wealth Partners LLC | 1,293 | 246.71 |
| LVW Advisors, LLC | 1,017 | 246.80 |
| LS Investment Advisors, LLC | 223 | 246.64 |
| Steward Financial Group LLC | 10 | 200.00 |
| Urban Wealth Management, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| Chiron Capital Management, Llc | 2,400 | 265.83 |
| Hnp Capital Llc | 7,207 | 265.99 |
| Urban Wealth Management, LLC | ||
| Patton Albertson Miller Group, Llc | 781 | 266.33 |
| Aaron Wealth Advisors LLC | 58,786 | 3.76 |
| IBM Retirement Fund | 4,553 | 265.98 |
| Gemmer Asset Management LLC | 487 | 264.89 |
| Altium Wealth Management LLC | 782 | 265.98 |
| Sound Financial Strategies Group, LLC | 6,050 | 265.95 |
| Lakeview Capital Partners, LLC | 799 | 266.58 |
| O'Shares Investment Advisers, LLC | 4,788 | 266.08 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| LBSAX - Columbia Dividend Income Fund Class A | 1,247,771 | 255.80 | 1,116,093 | 271.28 |
| Everett Harris & Co /ca/ | 484,944 | 246.53 | 486,000 | 266.00 |
| Boston Trust Walden Corp | 442,748 | 246.53 | 439,679 | 266.00 |
| Strs Ohio | 277,552 | 246.53 | 284,939 | 259.41 |
| Cooke & Bieler Lp | 257,091 | 246.53 | 155,900 | 266.00 |
| SCHX - Schwab U.S. Large-Cap ETF | 222,047 | 255.80 | 233,224 | 271.28 |
| MRGAX - MFS Core Equity Fund A | 186,250 | 255.80 | 205,631 | 271.28 |
| Ami Asset Management Corp | 184,752 | 246.53 | 182,841 | 266.00 |
| Dearborn Partners Llc | 176,750 | 246.53 | 176,744 | 266.00 |
| CZMVX - Multi-Manager Value Strategies Fund Institutional Class | 173,258 | 255.80 | 186,768 | 271.28 |
| Guyasuta Investment Advisors Inc | 152,341 | 246.53 | 150,658 | 266.00 |
| SCHB - Schwab U.S. Broad Market ETF | 144,181 | 255.80 | 144,215 | 271.28 |
| INDZX - Columbia Large Cap Value Fund Class A | 137,300 | 255.80 | 137,300 | 271.28 |
| Truist Financial Corp | 136,572 | 246.53 | 144,885 | 266.00 |
| SCHV - Schwab U.S. Large-Cap Value ETF | 133,130 | 255.80 | 132,017 | 271.28 |
| Allspring Global Investments Holdings, LLC | 124,883 | 246.52 | 166,477 | 265.99 |
| TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund | 111,280 | 255.80 | 89,722 | 271.28 |
| Tower Bridge Advisors | 103,515 | 246.53 | 105,833 | 266.00 |
| Washington Trust Advisors, Inc. | 96,140 | 246.54 | 95,915 | 266.00 |
| Welch & Forbes Llc | 89,653 | 246.54 | 89,954 | 266.00 |
| DLCFX - Destinations Large Cap Equity Fund Class I | 87,713 | 255.80 | 51,837 | 271.27 |
| WASHINGTON TRUST Co | 86,801 | 246.53 | 86,517 | 266.01 |
| Trust Co Of Vermont | 63,849 | 246.53 | 63,895 | 266.00 |
| TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund | 56,463 | 255.80 | 46,569 | 271.27 |
| FNDX - Schwab Fundamental U.S. Large Company Index ETF | 50,626 | 255.80 | 43,052 | 271.28 |
| Brightworth | 43,314 | 246.53 | 43,947 | 266.00 |
| Olstein Capital Management, L.P. | 38,000 | 246.53 | 45,000 | 266.00 |
| Mcrae Capital Management Inc | 37,587 | 246.52 | 33,529 | 266.01 |
| PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund | 36,225 | 255.79 | 29,673 | 271.29 |
| Atlantic Union Bankshares Corp | 35,757 | 246.53 | 36,253 | 265.99 |
| Forbes J M & Co Llp | 33,527 | 246.52 | 33,526 | 266.00 |
| Wealthfront Advisers Llc | 29,982 | 246.51 | 26,769 | 266.02 |
| Arcadia Investment Management Corp/mi | 29,930 | 246.54 | 29,566 | 266.02 |
| Franklin, Parlapiano, Turner & Welch, LLC | 28,359 | 246.55 | 27,990 | 266.02 |
| Hartford Investment Management Co | 27,436 | 246.54 | 26,909 | 266.01 |
| Atwood & Palmer Inc | 27,329 | 246.51 | 29,768 | 265.99 |
| NEIAX - Columbia Large Cap Index Fund Class A | 27,036 | 255.81 | 26,598 | 271.30 |
| Granite Investment Partners, LLC | 26,544 | 246.53 | 26,152 | 265.98 |
| Alpha Omega Wealth Management LLC | 26,237 | 246.52 | 26,186 | 266.02 |
| Hikari Power Ltd | 23,970 | 246.52 | 23,970 | 259.32 |
| Toth Financial Advisory Corp | 23,195 | 246.52 | 23,196 | 265.99 |
| Oregon Public Employees Retirement Fund | 22,211 | 246.54 | 23,031 | 265.99 |
| SBB Research Group LLC | 20,858 | 246.52 | 18,964 | 266.03 |
| Violich Capital Management, Inc. | 20,804 | 246.54 | 20,854 | 265.99 |
| Louisiana State Employees Retirement System | 18,100 | 238.45 | 18,000 | 267.67 |
| PBUS - Invesco PureBeta MSCI USA ETF | 17,886 | 255.79 | 17,382 | 271.26 |
| Lincoln Capital LLC | 17,796 | 246.52 | 17,797 | 266.00 |
| Coastline Trust Co | 17,115 | 246.57 | 17,115 | 266.02 |
| Umb Bank N A/mo | 16,566 | 246.53 | 16,791 | 266.04 |
| Aevitas Wealth Management, Inc. | 16,106 | 246.55 | 16,190 | 265.97 |
| New Mexico Educational Retirement Board | 15,766 | 246.54 | 16,566 | 266.03 |
| SCHK - Schwab 1000 Index ETF | 15,674 | 255.77 | 15,364 | 271.28 |
| NMIAX - Columbia Large Cap Enhanced Core Fund Class A | 12,915 | 255.83 | 13,440 | 271.28 |
| Stratos Wealth Partners, LTD. | 12,307 | 246.53 | 12,122 | 266.05 |
| DEF - Invesco Defensive Equity ETF | 10,633 | 255.81 | 12,077 | 271.26 |
| Bank Julius Baer & Co. Ltd, Zurich | 10,273 | 246.47 | 10,270 | 266.02 |
| ABPAX - AB Conservative Wealth Strategy Class A | 9,870 | 255.83 | 9,991 | 271.24 |
| Hc Financial Advisors Inc | 9,526 | 246.48 | 9,627 | 266.02 |
| SUHAX - DWS Health and Wellness Fund Class A | 9,377 | 255.84 | 9,377 | 271.30 |
| GSB Wealth Management, LLC | 9,333 | 246.54 | 9,203 | 266.00 |
| KCS Wealth Advisory | 8,125 | 246.52 | 7,797 | 266.00 |
| RWL - Invesco S&P 500 Revenue ETF | 7,827 | 255.78 | 7,335 | 271.30 |
| Regions Financial Corp | 7,777 | 246.50 | 5,408 | 265.90 |
| IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I | 7,636 | 255.76 | 8,042 | 271.33 |
| Argus Investors' Counsel, Inc. | 7,450 | 246.58 | 7,450 | 266.04 |
| Courier Capital Llc | 7,232 | 246.54 | 7,207 | 265.99 |
| Hartford Financial Management Inc. | 7,094 | 246.55 | 7,094 | 266.00 |
| Mattern Wealth Management LLC | 6,799 | 246.51 | 6,800 | 266.03 |
| Signature Wealth Management Partners, LLC | 6,658 | 246.62 | 6,818 | 266.06 |
| LeJeune Puetz Investment Counsel LLC | 6,595 | 246.40 | 6,455 | 266.00 |
| Arlington Partners LLC | 6,493 | 246.57 | 7,321 | 265.95 |
| Lathrop Investment Management Corp | 6,340 | 246.53 | 6,639 | 266.00 |
| Exchange Traded Concepts, Llc | 6,071 | 246.58 | 6,690 | 266.07 |
| Spinnaker Trust | 5,914 | 246.53 | 5,914 | 265.98 |
| Mcdonald Partners Llc | 5,885 | 246.56 | 5,940 | 265.99 |
| Capital Insight Partners, Llc | 5,726 | 246.59 | 6,737 | 265.99 |
| Legacy Advisors, LLC | 5,651 | 246.51 | 4,215 | 265.95 |
| American Assets Investment Management, LLC | 5,500 | 246.55 | 5,500 | 266.00 |
| Mountain Pacific Investment Advisers Inc/id | 5,473 | 246.48 | 5,473 | 266.03 |
| Old National Bancorp /in/ | 5,156 | 246.31 | 223 | 264.57 |
| MVGAX - MFS Low Volatility Global Equity Fund A | 4,895 | 255.77 | 4,935 | 271.33 |
| Pettee Investors, Inc. | 4,859 | 246.55 | 4,859 | 265.90 |
| Stratos Wealth Advisors, LLC | 4,762 | 246.54 | 4,651 | 265.96 |
| Bank Of Stockton | 4,714 | 246.50 | 4,869 | 265.97 |
| Enterprise Trust & Investment Co | 4,545 | 246.42 | 4,536 | 266.09 |
| Byrne Asset Management LLC | 4,293 | 246.45 | 4,158 | 265.99 |
| Arjuna Capital | 4,234 | 246.58 | 4,130 | 266.10 |
| D.B. Root & Company, LLC | 4,077 | 246.50 | 4,048 | 265.81 |
| Sumitomo Life Insurance Co | 3,875 | 246.45 | 3,772 | 265.91 |
| VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A | 3,799 | 255.86 | 4,322 | 271.17 |
| Spire Wealth Management | 3,773 | 246.49 | 4,844 | 266.10 |
| Howland Capital Management Llc | 3,733 | 246.45 | 3,733 | 266.01 |
| Grimes & Company, Inc. | 3,722 | 246.64 | 19,745 | 265.99 |
| Sequoia Financial Advisors, LLC | 3,604 | 246.39 | 2,923 | 266.16 |
| First Pacific Financial | 3,463 | 246.61 | 3,277 | 266.10 |
| Trust Co Of Virginia /va | 3,162 | 246.68 | 3,212 | 266.19 |
| Geneos Wealth Management Inc. | 3,137 | 251.51 | 3,160 | 265.82 |
| ABWAX - AB All Market Total Return Portfolio Class A | 3,090 | 255.66 | 3,240 | 271.30 |
| First City Capital Management, Inc. | 3,020 | 246.36 | 3,057 | 265.95 |
| Coho Partners, Ltd. | 2,936 | 246.59 | 2,936 | 259.20 |
| Conning Inc. | 2,921 | 246.49 | 2,952 | 265.92 |
| Sandy Spring Bank | 2,894 | 246.72 | 2,899 | 265.95 |
| Wedbush Securities Inc | 2,771 | 246.48 | 2,750 | 266.18 |
| SOL Capital Management CO | 2,713 | 246.59 | 2,713 | 266.13 |
| Autus Asset Management, LLC | 2,612 | 246.55 | 2,637 | 265.83 |
| Dixon Hubard Feinour & Brown Inc/va | 2,566 | 246.69 | 2,538 | 265.96 |
| Analyst IMS Investment Management Services Ltd. | 2,369 | 246.52 | 2,403 | 259.26 |
| Savant Capital, LLC | 2,120 | 246.70 | 2,393 | 266.19 |
| Mitchell & Pahl Private Wealth, Llc | 1,983 | 246.60 | 2,040 | 266.18 |
| Rice Partnership, LLC | 1,982 | 246.72 | 1,982 | 265.89 |
| FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 1,935 | 255.81 | 1,727 | 270.99 |
| SPFIX - S&P 500 Index Fund Direct Shares | 1,860 | 255.91 | 1,860 | 271.51 |
| Grant/GrossMendelsohn, LLC | 1,835 | 236.51 | 1,835 | 263.22 |
| Capital Investment Advisory Services, LLC | 1,803 | 246.81 | 1,815 | 266.12 |
| Excalibur Management Corp | 1,800 | 246.67 | 1,800 | 266.11 |
| Coerente Capital Management | 1,779 | 246.21 | 1,779 | 265.88 |
| Accredited Investors Inc. | 1,700 | 246.47 | 1,704 | 265.85 |
| Cubic Asset Management, LLC | 1,630 | 246.63 | 1,630 | 266.26 |
| DT Investment Partners, LLC | 1,575 | 246.35 | 1,575 | 266.03 |
| DSHFX - Destinations Shelter Fund Class I | 1,507 | 255.47 | 1,507 | 271.40 |
| Central Bank & Trust Co | 1,444 | 246.54 | 1,754 | 266.25 |
| Middleton & Co Inc/ma | 1,435 | 246.69 | 1,535 | 265.80 |
| Pendal Group Ltd | 1,407 | 246.62 | 1,693 | 265.80 |
| Eastern Bank | 1,401 | 246.25 | 1,421 | 266.71 |
| Schrum Private Wealth Management LLC | 1,356 | 246.31 | 1,656 | 256.04 |
| Measured Wealth Private Client Group, LLC | 1,351 | 246.48 | 1,371 | 266.23 |
| Harbour Capital Advisors, LLC | 1,310 | 246.56 | 1,310 | 265.65 |
| Blossom Wealth Management | 1,232 | 246.75 | 1,192 | 265.94 |
| Townsend Asset Management Corp /nc/ /adv | 1,190 | 246.22 | 1,190 | 266.39 |
| GraniteShares Advisors LLC | 1,161 | 246.34 | 1,232 | 265.42 |
| Ulland Investment Advisors, LLC | 1,100 | 246.36 | 1,100 | 266.36 |
| Charles Schwab Trust Co | 1,100 | 246.36 | 1,100 | 266.36 |
| FirstPurpose Wealth LLC | 1,100 | 246.36 | 984 | 266.26 |
| Willner & Heller, Llc | 1,096 | 246.35 | 1,088 | 251.84 |
| Aspiriant, Llc | 1,096 | 247.26 | 1,132 | 266.78 |
| Segment Wealth Management, LLC | 1,088 | 246.32 | 1,309 | 265.85 |
| Exeter Financial, LLC | 1,035 | 246.38 | 1,035 | 265.70 |
| IUS - Invesco RAFI(TM) Strategic US ETF | 1,032 | 255.81 | 1,641 | 271.18 |
| Prosperity Consulting Group, LLC | 1,004 | 246.02 | 987 | 266.46 |
| Cottage Street Advisors LLC | 1,000 | 247.00 | 1,000 | 266.00 |
| 44 Wealth Management Llc | 982 | 246.44 | 979 | 265.58 |
| Bristlecone Advisors, LLC | 963 | 246.11 | 963 | 265.84 |
| Nadler Financial Group, Inc. | 958 | 246.35 | 962 | 266.11 |
| CRA Financial Services, LLC | 943 | 246.02 | 1,167 | 266.50 |
| Mitchell Sinkler & Starr/pa | 926 | 246.22 | 926 | 265.66 |
| Tnf Llc | 876 | 242.01 | 876 | 254.57 |
| SUPAX - DWS Multi-Asset Growth Allocation Fund Class A | 750 | 256.00 | 733 | 271.49 |
| JTC Employer Solutions Trusteee Ltd | 560 | 246.43 | 612 | 258.17 |
| PMSAX - Global Multi-Strategy Fund Class A | 516 | 255.81 | 416 | 271.63 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 445 | 256.18 | 445 | 271.91 |
| American Research & Management Co. | 425 | 247.06 | 675 | 266.67 |
| Proffitt & Goodson Inc | 385 | 246.75 | 429 | 265.73 |
| Charter Oak Capital Management, LLC | 373 | 246.65 | 371 | 250.67 |
| CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A | 362 | 256.91 | 362 | 270.72 |
| Arrow Financial Corp | 335 | 247.76 | 335 | 268.66 |
| Private Ocean, LLC | 309 | 245.95 | 309 | 265.37 |
| JNBA Financial Advisors | 246 | 247.97 | 250 | 268.00 |
| Bogart Wealth, LLC | 203 | 246.31 | 103 | 262.14 |
| Thompson Siegel & Walmsley Llc | 200 | 245.00 | 500 | 266.00 |
| Coastal Capital Group, Inc. | 198 | 247.47 | 197 | 263.96 |
| First Personal Financial Services | 173 | 248.55 | 173 | 265.90 |
| Ogorek Anthony Joseph /ny/ /adv | 107 | 242.99 | 107 | 261.68 |
| Financial Connections Group, Inc. | 94 | 244.68 | 94 | 265.96 |
| USLB - Invesco Russell 1000 Low Beta Equal Weight ETF | 73 | 260.27 | 81 | 271.60 |
| Investors Research Corp | 60 | 250.00 | 60 | 266.67 |
| Morton Brown Family Wealth, LLC | 51 | 254.90 | 50 | 260.00 |
| Pacifica Partners Inc. | 34 | 235.29 | 34 | 264.71 |
| Hexagon Capital Partners LLC | 17 | 235.29 | 17 | 294.12 |
| First Bank & Trust | 14 | 214.29 | 14 | 285.71 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Ziegler Capital Management, LLC | 997 | 246.74 | 0 |
| 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 |
|---|