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 1,126 133.00 67.59 66.73
Previous Quarter 1,121 134.00 67.60 66.55

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 45 121 47 150 72 88
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 1 1 3 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 10 0 32 2 12 16
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 31,224,852 23.26 33.73 27,569,590 20.54 67.37
Previous Quarter 15,590,259 11.61 67.55 27,565,121 20.53 67.37

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
FMR LLC 18,012,735
Fmr Llc 15,925,023 67.61
BlackRock Inc. 15,634,593
BlackRock Inc. 15,351,282 67.61
VANGUARD GROUP INC 14,469,432
Vanguard Group Inc 13,954,615 67.61
Clearbridge Investments, LLC 5,018,476 67.61
Putnam Investments Llc 4,973,926 67.61
State Street Corp 4,445,807 67.61
Jpmorgan Chase & Co 4,161,575 67.61
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,923,643 67.61
IJH - iShares Core S&P Mid-Cap ETF 3,856,868 67.61
River Road Asset Management, LLC 3,766,074 62.32
Lord, Abbett & Co. Llc 3,428,378 67.61
NAESX - Vanguard Small-Cap Index Fund Investor Shares 3,408,989 67.61
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 3,223,600 66.97
Macquarie Group Ltd 3,200,507 67.61
PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 3,158,915 64.35
IWM - iShares Russell 2000 ETF 3,109,807 67.61
SASMX - ClearBridge Small Cap Growth Fund Class A 3,058,906 64.35

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
Fmr Llc 15,925,023 67.61
BlackRock Inc. 15,351,282 67.61
Vanguard Group Inc 13,954,615 67.61
Clearbridge Investments, LLC 5,018,476 67.61
Putnam Investments Llc 4,973,926 67.61
State Street Corp 4,445,807 67.61
Jpmorgan Chase & Co 4,161,575 67.61
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,923,643 67.61
IJH - iShares Core S&P Mid-Cap ETF 3,856,868 67.61
Lord, Abbett & Co. Llc 3,428,378 67.61
NAESX - Vanguard Small-Cap Index Fund Investor Shares 3,408,989 67.61
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class 3,223,600 66.97
Macquarie Group Ltd 3,200,507 67.61
IWM - iShares Russell 2000 ETF 3,109,807 67.61
SASMX - ClearBridge Small Cap Growth Fund Class A 3,058,906 61.47
PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 3,048,855 61.47
River Road Asset Management, LLC 2,991,651 67.61
GW&K Investment Management, LLC 2,727,958 67.61
Ameriprise Financial Inc 2,636,550 67.61
Bank Of America Corp /de/ 2,589,725 67.61

 

Recent Quarter Analysis

Name Shares PPS
FMR LLC 18,012,735
VANGUARD GROUP INC 14,469,432
FBGRX - Fidelity Blue Chip Growth Fund 669,310 64.35
WELLS FARGO & COMPANY/MN 630,421
DLCFX - Destinations Large Cap Equity Fund Class I 620,675 57.87
Eaton Vance Tax Advantaged Dividend Income Fund 466,555 64.35
ANONX - Small Cap Growth Fund I Class 381,652 64.35
Jennison Associates Llc 222,253 67.61
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 122,219 64.35
FDMLX - Fidelity Series Intrinsic Opportunities Fund 107,400 64.35
FBCGX - Fidelity Blue Chip Growth K6 Fund 82,886 64.35
FSBDX - Fidelity Series Blue Chip Growth Fund 80,200 64.35
Monarch Partners Asset Management LLC 41,566 62.31
RYLD - Global X Russell 2000 Covered Call ETF 38,792 64.34
CTSIX - Calamos Timpani Small Cap Growth Fund Class I 36,107 64.34
FNY - First Trust Mid Cap Growth AlphaDEX Fund 34,500 64.35
Wesbanco Bank Inc 25,868 62.32
FQUAX - AMG FQ Long-Short Equity Fund Class N 21,513 64.33
AMGAX - Alger MidCap Growth Fund Class A 16,223 64.35
PGDIX - Global Diversified Income Fund Institutional Class 9,732 64.32
Name Shares PPS
Jennison Associates Llc 222,253 67.61
FRVLX - Franklin Small Cap Value Fund Class A 201,565 58.44
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 126,400 54.92
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 106,700 54.92
FCNAX - Fidelity Advisor Consumer Discretionary Fund Class A 50,890 58.44
Simplex Trading, Llc 44,800 67.59
Walleye Trading LLC 36,100 67.62
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 24,807 54.90
PTMC - Pacer Trendpilot US Mid Cap ETF 15,097 58.42
ISCG - iShares Morningstar Small-Cap Growth ETF 12,302 58.45
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 7,110 58.51
Diversified Trust Co 6,680 67.66
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 6,000 55.00
FFMVX - Fidelity Flex Mid Cap Value Fund 4,792 58.43
World Asset Management Inc 4,586 54.95
HighPoint Advisor Group LLC 4,270 55.04
PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 2,698 58.56
Captrust Financial Advisors 2,477 67.42
NWHDX - Nationwide Bailard Cognitive Value Fund Class A 2,400 61.67
First Mercantile Trust Co 339 56.05
HDIV - QRAFT AI-Enhanced U.S. High Dividend ETF 116 60.34
Berman Capital Advisors, LLC 66 45.45
Sterling Manor Financial, LLC
Segantii Capital Management Ltd
SENT - AdvisorShares Alpha DNA Equity Sentiment ETF
Vaughan Nelson Investment Management, L.p.
Capital Fund Management S.a.
Schonfeld Strategic Advisors LLC
SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class
Pendal Group Ltd
Windsor Creek Advisors, Llc
Trustcore Financial Services, Llc
APG Asset Management N.V.
Hrt Financial Lp
FORA Capital, LLC
Advisory Services Network, LLC
Capula Management Ltd
William Blair Investment Management, Llc
Gerber Kawasaki Wealth & Investment Management
Strategic Blueprint, LLC
CWM Advisors, LLC
Wolverine Trading, Llc
Carroll Financial Associates, Inc.
Old West Investment Management, LLC
PDT Partners, LLC
Smith Group Asset Management, LLC
Alpha DNA Investment Management LLC
Hudson Bay Capital Management LP
Jump Financial, LLC
Parallax Volatility Advisers, L.P.
Lido Advisors, LLC
Pacer Advisors, Inc.
Summit Global Investments
Gsa Capital Partners Llp
Alphacrest Capital Management Llc
Marshall Wace, Llp
Sirios Capital Management L P
Creative Financial Designs Inc /adv
Twinbeech Capital Lp
Kowal Investment Group, LLC
Enterprise Financial Services Corp
Y-Intercept (Hong Kong) Ltd
XTX Topco Ltd
Signet Financial Management, Llc
Jefferies Group LLC
Paloma Partners Management Co
Truvestments Capital Llc
Kayne Anderson Rudnick Investment Management Llc
Wexford Capital Lp
CoreCap Advisors, LLC
Private Advisory Group LLC
Fox Run Management, L.l.c.
Lombard Odier Asset Management (USA) Corp
Tudor Investment Corp Et Al
Quantbot Technologies LP
Tru Independence Asset Management 2, Llc
Mach-1 Financial Group, Inc.
Echo Street Capital Management LLC
Cornerstone Advisory, LLC
Toronto Dominion Bank
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares
Jacobi Capital Management LLC
Institutional & Family Asset Management, Llc
Two Sigma Investments, Lp
EAM Investors, LLC
Occudo Quantitative Strategies Lp
Seven Eight Capital, Lp
Gerber Kawasaki Wealth & Investment Management
Meridian Wealth Partners, LLC
Connor, Clark & Lunn Investment Management Ltd.
Navellier & Associates Inc
Aigen Investment Management, Lp
USMF - WisdomTree U.S. Multifactor Fund N/A
Thompson Davis & Co., Inc.
Macroview Investment Management Llc
Engineers Gate Manager LP
Quantamental Technologies LLC
Wolverine Trading, Llc
Sigma Planning Corp
Kb Financial Partners, Llc
Allstate Corp
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I
Ergoteles LLC
Norges Bank
Sciencast Management LP
Qube Research & Technologies Ltd
Wolverine Trading, Llc
Cigna Investments Inc /new
L2 Asset Management, LLC
FourThought Financial, LLC
Wellington Management Group Llp
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1
REUYX - Sustainable Equity Fund Class Y
Graham Capital Management, L.P.
Islay Capital Management, Llc
KBC Group NV
EAM Global Investors LLC
Cresset Asset Management, LLC
State Of Wisconsin Investment Board
Confluence Wealth Services, Inc.
Sageworth Trust Co
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 15,634,593 15,351,282 67.61
River Road Asset Management, LLC 3,766,074 62.32 2,991,651 67.61
Ardevora Asset Management LLP 802,931 62.32 906,231 67.61
Redwood Investments, LLC 405,680 62.32 411,706 67.61
Truist Financial Corp 308,156 62.32 333,801 67.61
Moody Aldrich Partners Llc 130,329 62.32 149,780 67.61
RPMMX - Reinhart Mid Cap PMV Fund Investor Class 109,500 57.87 101,500 62.87
Ami Asset Management Corp 84,639 62.32 85,893 67.61
Foster Victor Wealth Advisors, LLC 78,124 65.26 79,404 67.99
Brinker Capital Investments, LLC 74,916 62.32 55,291 67.61
Tealwood Asset Management Inc 44,010 62.33 45,975 67.60
Louisiana State Employees Retirement System 35,400 68.95 35,600 69.83
Covea Finance 33,000 62.33 25,262 67.61
New Mexico Educational Retirement Board 21,200 62.31 28,500 67.61
State of Alaska, Department of Revenue 19,384 62.32 19,129 67.59
Yarbrough Capital, LLC 14,244 62.34 17,745 67.62
Thompson Siegel & Walmsley Llc 13,820 62.30 11,820 67.60
Exchange Traded Concepts, Llc 10,060 62.33 9,948 67.65
American Trust Investment Advisors, LLC 9,397 62.36 9,227 67.63
Legacy Wealth Asset Management, LLC 8,297 62.31 9,107 67.64
Name Current Shares Current PPS Previous Shares Previous PPS
PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 3,158,915 64.35 3,048,855 61.47
SASMX - ClearBridge Small Cap Growth Fund Class A 3,058,906 64.35 3,058,906 61.47
VEXPX - VANGUARD EXPLORER FUND Investor Shares 1,654,886 64.35 1,666,239 61.47
FCPGX - Fidelity Small Cap Growth Fund 1,038,785 64.35 1,661,285 61.47
FSSNX - Fidelity Small Cap Index Fund 1,031,341 64.35 994,010 61.47
FSOPX - Fidelity Series Small Cap Opportunities Fund 971,317 64.35 1,038,517 61.47
FCPVX - Fidelity Small Cap Value Fund 930,000 64.35 930,000 61.47
LDFVX - Lord Abbett Fundamental Equity Fund Class A 622,190 64.35 645,170 61.47
DFSTX - U.s. Small Cap Portfolio - Institutional Class 580,667 64.35 580,667 61.47
LVOAX - Lord Abbett Value Opportunities Fund Class A 510,583 64.35 557,483 61.47
FSCRX - Fidelity Small Cap Discovery Fund 500,000 64.35 600,000 61.47
FEQIX - Fidelity Equity-Income Fund 488,738 64.35 490,037 61.47
ARSVX - AMG River Road Small Cap Value Fund CLASS N SHARES 481,348 64.35 499,018 61.47
TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 453,271 64.35 452,761 61.47
FSLCX - Fidelity Small Cap Stock Fund 412,129 64.35 433,031 61.47
FDSCX - Fidelity Stock Selector Small Cap Fund 403,600 64.35 419,900 61.47
FMCSX - Fidelity Mid-Cap Stock Fund 362,378 64.35 1,077,156 61.47
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 346,989 64.35 472,378 61.47
LCFLX - Lord Abbett Focused Large Cap Value Fund Class C 333,250 64.35 370,570 61.47
AAAGX - Thrivent Large Cap Growth Fund Class A 326,184 64.35 277,926 61.47
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
River Road Asset Management, LLC 774,423 3,766,074 62.32 2,991,651 67.61 25.89
BlackRock Inc. 283,311 15,634,593 15,351,282 67.61 1.85
PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 110,060 3,158,915 64.35 3,048,855 61.47 3.61
AAAGX - Thrivent Large Cap Growth Fund Class A 48,258 326,184 64.35 277,926 61.47 17.36
FNX - First Trust Mid Cap Core AlphaDEX Fund 44,831 56,591 64.36 11,760 61.48 381.22
ALSAX - Alger SmallCap Growth Fund Class A 44,366 173,698 64.35 129,332 61.47 34.30
FSSNX - Fidelity Small Cap Index Fund 37,331 1,031,341 64.35 994,010 61.47 3.76
DFAC - Dimensional U.S. Core Equity 2 ETF 28,647 105,799 64.35 77,152 61.48 37.13
CHTTX - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 23,823 205,360 64.35 181,537 61.47 13.12
Spire Wealth Management 22,122 22,122 62.34 0 0.00
Brinker Capital Investments, LLC 19,625 74,916 62.32 55,291 67.61 35.49
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 16,233 210,987 64.35 194,754 61.47 8.34
ALSRX - Alger SmallCap Growth Institutional Fund Class I 14,880 79,417 64.34 64,537 61.47 23.06
FSTA - Fidelity MSCI Consumer Staples Index ETF 9,173 73,563 64.35 64,390 61.47 14.25
RPMMX - Reinhart Mid Cap PMV Fund Investor Class 8,000 109,500 57.87 101,500 62.87 7.88
Covea Finance 7,738 33,000 62.33 25,262 67.61 30.63
AALGX - Thrivent Global Stock Fund Class A 7,708 53,530 64.36 45,822 61.48 16.82
SWSSX - Schwab Small-Cap Index Fund 7,163 308,628 64.35 301,465 61.47 2.38
XMVM - Invesco S&P MidCap Value with Momentum ETF 6,608 33,297 64.36 26,689 61.49 24.76
FGILX - Fidelity Global Equity Income Fund 6,150 26,728 64.35 20,578 61.47 29.89
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FMCSX - Fidelity Mid-Cap Stock Fund 714,778 362,378 64.35 1,077,156 61.47 -66.36
FCPGX - Fidelity Small Cap Growth Fund 622,500 1,038,785 64.35 1,661,285 61.47 -37.47
FJACX - Fidelity Series Small Cap Discovery Fund 150,000 100,000 64.35 250,000 61.47 -60.00
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 125,389 346,989 64.35 472,378 61.47 -26.54
QASGX - Federated MDT Small Cap Growth Fund Class A Shares 116,506 35,846 64.36 152,352 61.47 -76.47
Ardevora Asset Management LLP 103,300 802,931 62.32 906,231 67.61 -11.40
FSCRX - Fidelity Small Cap Discovery Fund 100,000 500,000 64.35 600,000 61.47 -16.67
FOCSX - Fidelity Small Cap Growth K6 Fund 98,109 217,569 64.35 315,678 61.47 -31.08
FSOPX - Fidelity Series Small Cap Opportunities Fund 67,200 971,317 64.35 1,038,517 61.47 -6.47
FNKFX - Fidelity Mid-Cap Stock K6 Fund 59,398 29,205 64.34 88,603 61.47 -67.04
LVOAX - Lord Abbett Value Opportunities Fund Class A 46,900 510,583 64.35 557,483 61.47 -8.41
PEZ - Invesco DWA Consumer Cyclicals Momentum ETF 38,235 18,496 64.34 56,731 61.47 -67.40
LCFLX - Lord Abbett Focused Large Cap Value Fund Class C 37,320 333,250 64.35 370,570 61.47 -10.07
QAACX - Federated MDT All Cap Core Fund Class A Shares 26,276 9,831 64.39 36,107 61.46 -72.77
Truist Financial Corp 25,645 308,156 62.32 333,801 67.61 -7.68
LDFVX - Lord Abbett Fundamental Equity Fund Class A 22,980 622,190 64.35 645,170 61.47 -3.56
HFCGX - Hennessy Cornerstone Growth Fund Investor Class 21,400 43,100 64.34 64,500 61.47 -33.18
FSLCX - Fidelity Small Cap Stock Fund 20,902 412,129 64.35 433,031 61.47 -4.83
Moody Aldrich Partners Llc 19,451 130,329 62.32 149,780 67.61 -12.99
ARSVX - AMG River Road Small Cap Value Fund CLASS N SHARES 17,670 481,348 64.35 499,018 61.47 -3.54
Name Current Puts
Name Current Calls
Name
NLSAX - Neuberger Berman Long Short Fund Class A
Name Previous Puts
Old West Investment Management, LLC 0
Name Previous Calls
Wolverine Trading, Llc 0
Capital Fund Management S.a. 0
Parallax Volatility Advisers, L.P. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
BIVIX - Invenomic Fund Institutional Class shares
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
DLCFX - Destinations Large Cap Equity Fund Class I 620,675 57.87
Monarch Partners Asset Management LLC 41,566 62.31
Wesbanco Bank Inc 25,868 62.32
COPLX - Copley Fund Inc /nv/ 4,700 57.87
DGQAX - AmericaFirst Defensive Growth Fund Class A 577 62.39
Trust Co Of Vermont 364 63.19
Charter Oak Capital Management, LLC 114 61.40
Darrow Company, Inc. 97 61.86
Steward Financial Group LLC 60 50.00
Urban Wealth Management, LLC 46 65.22
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
River Road Asset Management, LLC 3,766,074 62.32 2,991,651 67.61
Truist Financial Corp 308,156 62.32 333,801 67.61
Moody Aldrich Partners Llc 130,329 62.32 149,780 67.61
RPMMX - Reinhart Mid Cap PMV Fund Investor Class 109,500 57.87 101,500 62.87
Ami Asset Management Corp 84,639 62.32 85,893 67.61
Foster Victor Wealth Advisors, LLC 78,124 65.26 79,404 67.99
Brinker Capital Investments, LLC 74,916 62.32 55,291 67.61
Tealwood Asset Management Inc 44,010 62.33 45,975 67.60
Louisiana State Employees Retirement System 35,400 68.95 35,600 69.83
Covea Finance 33,000 62.33 25,262 67.61
New Mexico Educational Retirement Board 21,200 62.31 28,500 67.61
Thompson Siegel & Walmsley Llc 13,820 62.30 11,820 67.60
Exchange Traded Concepts, Llc 10,060 62.33 9,948 67.65
Legacy Wealth Asset Management, LLC 8,297 62.31 9,107 67.64
SPMIX - S&P MidCap Index Fund Direct Shares 7,361 57.87 7,361 62.90
Commonwealth Equity Services, Llc 6,733 62.23 7,303 67.51
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 5,422 57.91 6,612 62.92
Brandywine Oak Private Wealth Llc 5,077 62.24 4,577 67.51
Wealthfront Advisers Llc 4,395 62.34 4,760 67.65
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 4,324 57.82 4,462 62.98
First Hawaiian Bank 3,658 62.33 5,283 67.76
Patten Group, Inc. 3,072 67.06 3,033 67.59
PrairieView Partners, LLC 1,898 62.17 1,714 67.68
Harbor Investment Advisory, Llc 1,650 62.42 1,644 67.52
GPS Wealth Strategies Group, LLC 592 62.50 592 67.57
TCI Wealth Advisors, Inc. 541 62.85 562 67.62
Hexagon Capital Partners LLC 485 61.86 485 68.04
Asset Dedication, LLC 280 60.71 280 67.86
Ellevest, Inc. 180 61.11 109 64.22
HighMark Wealth Management LLC 129 62.02 136 66.18
Umb Bank N A/mo 72 55.56 72 69.44
Money Concepts Capital Corp 20 50.00 26 76.92
Name Current Shares Current PPS Previous Shares Previous PPS
Spire Wealth Management 22,122 62.34 0
HBC Financial Services, PLLC 70 67500.00 70 66557.14
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
River Road Asset Management, LLC 774,423 3,766,074 62.32 2,991,651 67.61 25.89
Spire Wealth Management 22,122 22,122 62.34 0 0.00
Brinker Capital Investments, LLC 19,625 74,916 62.32 55,291 67.61 35.49
RPMMX - Reinhart Mid Cap PMV Fund Investor Class 8,000 109,500 57.87 101,500 62.87 7.88
Covea Finance 7,738 33,000 62.33 25,262 67.61 30.63
Thompson Siegel & Walmsley Llc 2,000 13,820 62.30 11,820 67.60 16.92
Brandywine Oak Private Wealth Llc 500 5,077 62.24 4,577 67.51 10.92
PrairieView Partners, LLC 184 1,898 62.17 1,714 67.68 10.74
Exchange Traded Concepts, Llc 112 10,060 62.33 9,948 67.65 1.13
Ellevest, Inc. 71 180 61.11 109 64.22 65.14
Patten Group, Inc. 39 3,072 67.06 3,033 67.59 1.29
Harbor Investment Advisory, Llc 6 1,650 62.42 1,644 67.52 0.36
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 25,645 308,156 62.32 333,801 67.61 -7.68
Moody Aldrich Partners Llc 19,451 130,329 62.32 149,780 67.61 -12.99
New Mexico Educational Retirement Board 7,300 21,200 62.31 28,500 67.61 -25.61
Tealwood Asset Management Inc 1,965 44,010 62.33 45,975 67.60 -4.27
First Hawaiian Bank 1,625 3,658 62.33 5,283 67.76 -30.76
Foster Victor Wealth Advisors, LLC 1,280 78,124 65.26 79,404 67.99 -1.61
Ami Asset Management Corp 1,254 84,639 62.32 85,893 67.61 -1.46
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 1,190 5,422 57.91 6,612 62.92 -18.00
Legacy Wealth Asset Management, LLC 810 8,297 62.31 9,107 67.64 -8.89
Commonwealth Equity Services, Llc 570 6,733 62.23 7,303 67.51 -7.81
Wealthfront Advisers Llc 365 4,395 62.34 4,760 67.65 -7.67
Louisiana State Employees Retirement System 200 35,400 68.95 35,600 69.83 -0.56
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 138 4,324 57.82 4,462 62.98 -3.09
TCI Wealth Advisors, Inc. 21 541 62.85 562 67.62 -3.74
HighMark Wealth Management LLC 7 129 62.02 136 66.18 -5.15
Money Concepts Capital Corp 6 20 50.00 26 76.92 -23.08
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