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 1,630 NaN 0.00 154.16
Previous Quarter 1,719 NaN 0.00 155.09

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 16 279 274 10 118 95
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 1 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 5 14 68 3 19 26
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 19,298,531 16.52 78.51 27,149,572 23.24 155.07
Previous Quarter 9,730,529 8.33 155.72 27,198,827 23.29 155.58

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Vanguard Group Inc 13,714,442 155.71
VANGUARD GROUP INC 13,606,219
BlackRock Inc. 9,692,024 155.71
BlackRock Inc. 9,566,678
State Street Corp 4,751,908 156.34
JANUS HENDERSON GROUP PLC 4,677,875
Morgan Stanley 4,464,423 155.71
Price T Rowe Associates Inc /md/ 4,196,639 155.71
APG Asset Management N.V. 4,021,553 139.95
Janus Henderson Group Plc 3,813,478 155.71
Baillie Gifford & Co 3,764,098 155.71
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,377,614 155.71
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 2,651,351 155.71
VFINX - Vanguard 500 Index Fund Investor Shares 2,556,420 155.71
Geode Capital Management, Llc 2,277,947 155.36
JAENX - Janus Henderson Enterprise Fund Class T 1,957,738 155.71
Jensen Investment Management Inc 1,684,618 155.71
Barclays Plc 1,576,274 155.71
Wells Fargo & Company/mn 1,495,056 155.71
JENSX - The Jensen Quality Growth Fund Inc J Shares 1,354,000 146.22

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 13,714,442 155.71
BlackRock Inc. 9,692,024 155.71
State Street Corp 4,751,908 156.34
Morgan Stanley 4,464,423 155.71
Price T Rowe Associates Inc /md/ 4,196,639 155.71
APG Asset Management N.V. 4,021,553 139.95
Janus Henderson Group Plc 3,813,478 155.71
Baillie Gifford & Co 3,764,098 155.71
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,377,614 155.71
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 2,651,351 155.71
VFINX - Vanguard 500 Index Fund Investor Shares 2,556,420 155.71
Geode Capital Management, Llc 2,277,947 155.36
JAENX - Janus Henderson Enterprise Fund Class T 1,957,738 155.71
Jensen Investment Management Inc 1,684,618 155.71
Barclays Plc 1,576,274 155.71
Wells Fargo & Company/mn 1,495,056 155.71
Northern Trust Corp 1,352,549 155.71
JENSX - The Jensen Quality Growth Fund Inc J Shares 1,333,000 146.21
Parnassus Investments /ca 1,322,327 155.71
Spdr S&p 500 Etf Trust 1,259,693 155.71

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 13,606,219
BlackRock Inc. 9,566,678
JANUS HENDERSON GROUP PLC 4,677,875
Farmer Steven Patrick 811,925 142.55
FTLS - First Trust Long/Short Equity ETF 7,337 144.06
Dimensional ETF Trust - Dimensional US High Profitability ETF 5,601 144.08
Wedmont Private Capital 2,207 142.73
Stonehearth Capital Management, LLC 1,740
Vista Wealth Management Group, LLC 1,383 146.06
Urban Wealth Management, LLC 29 137.93
CPI - IQ Real Return ETF 20 150.00
Charter Oak Capital Management, LLC 15 133.33
Heritage Financial Services, LLC 14 71.43
Steward Financial Group LLC 14 71.43
Morton Brown Family Wealth, LLC 2
Innovative Portfolios 0
Name Shares PPS
Wells Fargo & Company/mn 1,495,056 155.71
B. Metzler seel. Sohn & Co. Holding AG 130,599 166.64
Optimal Asset Management, Inc. 56,087 166.63
Value Partners Investments Inc. 38,870 155.65
DGAGX - BNY Mellon Appreciation Fund, Inc. Investor Shares 34,900 166.65
FTA - First Trust Large Cap Value AlphaDEX Fund 22,555 178.41
HighTower Trust Services, LTA 20,485 155.72
Three Peaks Capital Management, LLC 19,825 166.66
FEX - First Trust Large Cap Core AlphaDEX Fund 18,161 178.40
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 14,475 166.63
Lantz Financial LLC 11,220 182.80
Walleye Trading LLC 9,900 155.76
Walleye Trading LLC 9,900 155.76
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 4,975 166.63
HighPoint Advisor Group LLC 3,847 166.62
Stokes Capital Advisors, LLC 3,635 155.71
O'Shares Investment Advisers, LLC 3,437 155.66
World Asset Management Inc 2,626 166.79
KLCD - KFA Large Cap Quality Dividend Index ETF 2,476 166.80
Psagot Investment House Ltd. 2,239 166.59
Simplex Trading, Llc 2,200 155.45
IBM Retirement Fund 1,842 155.81
Mid Atlantic Financial Management Inc/adv 1,813 166.57
Strategy Asset Managers Llc 1,677 155.64
DAVENPORT & Co LLC 1,652 155.57
FAB - First Trust Multi Cap Value AlphaDEX Fund 1,587 178.32
Bbva Usa 1,583 166.77
Comerica Securities,inc. 1,425 156.49
Connecticut Wealth Management, LLC 1,396 155.44
Harvey Investment Co Llc 1,368 155.70
Procyon Private Wealth Partners, LLC 1,361 155.77
Capital Investment Counsel, Inc 1,352 155.33
Atlas Brown,Inc. 1,350 155.56
IFP Advisors, Inc 1,339 181.48
Cascadia Advisory Services, LLC 1,331 166.79
Courier Capital Llc 1,289 155.93
Hnp Capital Llc 1,289 155.93
GAOAX - JPMorgan Global Allocation Fund Class A 1,259 178.71
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 1,036 166.99
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 712 167.13
TVDAX - Guggenheim RBP Large-Cap Defensive Fund Class A 686 166.18
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 636 166.67
SHLDX - Ziegler FAMCO Hedged Equity Fund Institutional 449 167.04
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 355 166.20
Gemmer Asset Management LLC 310 154.84
Berman Capital Advisors, LLC 284 165.49
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 281 167.26
Tradewinds Capital Management, LLC 200 155.00
GDMYX - Defensive Market Strategies Fund Institutional 168 166.67
GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares 165 163.64
DTSVX - Small Company Value Portfolio Investment Class 115 165.22
FLQG - Franklin LibertyQ Global Equity ETF 110 163.64
CVA Family Office, LLC 105 152.38
GDLFX - Gotham Defensive Long 500 Fund Institutional Class 54 166.67
Carroll Financial Associates, Inc. 25 160.00
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 20 150.00
Sonora Investment Management, LLC 19 157.89
Tarbox Family Office, Inc. 13 153.85
Asset Dedication, LLC 13 153.85
GCHDX - Gotham Hedged Core Fund Institutional Class 7 142.86
Arrowstreet Capital, Limited Partnership
KTRAX - DWS Global Income Builder Fund Class A
CHGX - Change Finance U.S. Large Cap Fossil Fuel Free ETF
Exchange Traded Concepts, Llc
Enterprise Financial Services Corp
TLVOX - Thrivent Low Volatility Equity Fund Class S
YLD - Principal Active Income ETF (formerly Principal EDGE Active Income ETF)
Fft Wealth Management Llc
Wealth Quarterback LLC
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Jennison Associates Llc
Hrt Financial Lp
SRB Corp
Magnetar Financial LLC
NuWave Investment Management, LLC
Quantamental Technologies LLC
Atlas Capital Advisors Llc
Marshall Wace, Llp
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Delta Asset Management Llc/tn
Legacy Capital Partners, Inc.
ABPAX - AB Conservative Wealth Strategy Class A
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
WLDR - Affinity World Leaders Equity ETF
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
Versor Investments LP
USMF - WisdomTree U.S. Multifactor Fund N/A
FAD - First Trust Multi Cap Growth AlphaDEX Fund
Pearl River Capital, LLC
Foresight Wealth Management, LLC
BDO Wealth Advisors, LLC
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Lion Street Advisors, LLC
Bp Plc
Tuttle Tactical Management LLC
Adirondack Trust Co
Savior LLC
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Heritage Wealth Management, Llc
Summit Wealth Group, LLC
FTC - First Trust Large Cap Growth AlphaDEX Fund
Dynamic Technology Lab Private Ltd
Wolff Wiese Magana Llc
Advisor Resource Council
BOPIX - Sterling Capital Special Opportunities Fund Institutional Class
Signet Financial Management, Llc
Polar Asset Management Partners Inc.
Berger Financial Group, Inc
Fulcrum Asset Management LLP
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
JSF Financial, LLC
Agf Investments Inc.
State of Wyoming
Busey Wealth Management
Bank Julius Baer & Co. Ltd, Zurich
Gyon Technologies Capital Management, LP
Lavaca Capital Llc
Aquire Wealth Advisors, LLC
Autumn Glory Partners, LLC
Murphy Capital Management Inc
Schonfeld Strategic Advisors LLC
Aigen Investment Management, Lp
Aquatic Capital Management LLC
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
Los Angeles Capital Management Llc
Strategic Blueprint, LLC
Meristem Family Wealth, LLC
Toews Corp /adv
GraniteShares Advisors LLC
GWM Advisors LLC
XTX Topco Ltd
Resolute Advisors LLC
Lombard Odier Asset Management (Switzerland) SA
Krane Funds Advisors LLC
Manchester Capital Management LLC
Capula Management Ltd
Advisors Preferred, LLC
IYJ - iShares U.S. Industrials ETF
Allegheny Financial Group LTD
Chilton Capital Management Llc
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Taikang Asset Management (Hong Kong) Co Ltd
Retirement Planning Co of New England, Inc.
Ergoteles LLC
BRYN MAWR TRUST Co
Alethea Capital Management, Llc
Covington Investment Advisors Inc.
Sound Financial Strategies Group, LLC
Seven Eight Capital, Lp
WestEnd Advisors, LLC
Main Street Research LLC
West Family Investments, Inc.
Pensionfund DSM Netherlands
Wealthspire Advisors, LLC
Regency Capital Management Inc.\DE
Cinctive Capital Management LP
Occudo Quantitative Strategies Lp
CLARET ASSET MANAGEMENT Corp
MUFG Securities EMEA plc
Williams Jones Wealth Management, LLC.
Assenagon Asset Management S.A.
Astrantus Ltd
Wagner Wealth Management, Llc
Donaldson Capital Management, Llc
Railway Pension Investments Ltd
Maverick Capital Ltd
Two Sigma Investments, Lp
Burke & Herbert Bank & Trust Co
Wellington Shields Capital Management, LLC
Weiss Strategic Interval Fund
Machina Capital S.a.s.
Orser Capital Management, Llc
SMSAX - SIMT Multi-Strategy Alternative Fund Class F
Standard Family Office LLC
Psagot Value Holdings Ltd. / (Israel)
Financial Architects, Inc
Centaurus Financial, Inc.
Sterling Financial Planning, Inc.
Confluence Wealth Services, Inc.
Personal Capital Advisors Corp
Ford Financial Group, LLC
EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
Accretive Wealth Partners, LLC
NOLVX - Northern Large Cap Value Fund
Arkadios Wealth Advisors
Brown Advisory Securities, LLC
Alps Advisors Inc
Moloney Securities Asset Management, LLC
Kore Private Wealth LLC
CIBC World Markets Inc.
Quilter Plc
Creative Financial Designs Inc /adv
Veritas Investment Management (UK) Ltd
Renaissance Technologies Llc
Norges Bank
Pluribus Labs, LLC
Unigestion Holding SA
Freedman Financial Associates, Inc.
Trexquant Investment LP
Aquila Investment Management LLC
E Fund Management Co., Ltd.
Castleview Partners, Llc
Natixis
American Research & Management Co.
IIFAX - Voya Balanced Income Portfolio Class ADV
Bridges Investment Management Inc
Consolidated Planning Corp
Amplius Wealth Advisors, LLC
Bristol Gate Capital Partners Inc.
Integrated Wealth Concepts LLC
Morningstar Funds Trust - Morningstar Alternatives Fund
Perigon Wealth Management, LLC
Hancock Whitney Investment Services Inc.
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)
First Command Advisory Services, Inc.
Alphasimplex Group, Llc
FORA Capital, LLC
Liontrust Investment Partners LLP
Federated Hermes, Inc.
AMP Capital Investors Ltd
Patron Partners Advisors, Llc
CX Institutional
6 Meridian
Bridgefront Capital, LLC
GFSYX - Strategic Alternatives Fund Institutional
Cumberland Partners Ltd
Americana Partners, LLC
Guardian Capital Lp
Davis R M Inc
Trust Asset Management LLC
QCGRRX - Growth Account Class R1
Tandem Capital Management Corp /adv
USRAX - Horizon Defensive Multi-Factor Fund Investor Class
ABWAX - AB All Market Total Return Portfolio Class A
Evolution Wealth Advisors, LLC
Weaver C. Barksdale & Associates, Inc.
Cassady Schiller Wealth Management, LLC
Dark Forest Capital Management Lp
Tudor Investment Corp Et Al
Avalon Advisors, Llc
Innovative Portfolios
Richard Bernstein Advisors LLC
Better Money Decisions, LLC
Meridian Wealth Partners, LLC
Susquehanna Fundamental Investments, Llc
Capital Fund Management S.a.
Lyon Street Capital, LLC
Carmichael Hill & Associates, Inc.
Progressive Investment Management Corp
Modera Wealth Management, LLC
Fuller & Thaler Asset Management, Inc.
Y-Intercept (Hong Kong) Ltd
Tudor Investment Corp Et Al
Braun-Bostich & Associates Inc.
Capitolis Advisors LLC
Gotham Asset Management, LLC
Qube Research & Technologies Ltd
Stelac Advisory Services LLC
Sageworth Trust Co
CoreCap Advisors, LLC
Rehmann Capital Advisory Group
CenterBook Partners LP
Jacobi Capital Management LLC
Aries Wealth Management
Liberty Wealth Management Llc
Barber Financial Group, Inc.
JJJ Advisors Inc.
Quantitative Investment Management, LLC
Gsa Capital Partners Llp
Mandatum Life Insurance Co Ltd
Covington Capital Management
Group One Trading, L.p.
Teza Capital Management LLC
Cerity Partners LLC
Change Path, LLC
Pasadena Private Wealth, LLC
Howland Capital Management Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Confluence Investment Management Llc 811,925 142.55 801,068 155.71
USMV - iShares Edge MSCI Min Vol USA ETF 789,856 144.13 791,873 159.22
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 713,894 144.13 765,534 159.22
RSP - Invesco S&P 500 Equal Weight ETF 448,832 144.13 369,007 159.22
Boston Trust Walden Corp 284,793 142.55 234,012 155.71
FSMDX - Fidelity Mid Cap Index Fund 283,772 144.13 261,543 159.22
Douglas Lane & Associates, LLC 276,629 142.55 276,940 155.71
SWPPX - Schwab S&P 500 Index Fund 211,047 144.13 207,479 159.22
RYT - Invesco S&P 500 Equal Weight Technology ETF 202,602 144.13 240,799 159.22
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 148,071 144.13 148,071 159.22
Dearborn Partners Llc 143,690 142.55 144,202 155.71
DGRO - iShares Core Dividend Growth ETF 140,534 144.13 120,142 159.22
VMNVX - Vanguard Global Minimum Volatility Fund Admiral Shares 136,224 144.13 136,224 159.22
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 131,951 144.13 131,951 159.22
XT - iShares Exponential Technologies ETF 122,785 144.13 125,404 159.22
Copeland Capital Management, LLC 115,295 142.55 115,191 155.71
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 107,788 144.13 99,188 159.22
Bath Savings Trust Co 107,090 142.55 106,697 155.71
Wendell David Associates Inc 102,530 142.55 101,054 155.71
Truist Financial Corp 102,362 142.55 113,407 155.71
Name Current Shares Current PPS Previous Shares Previous PPS
JENSX - The Jensen Quality Growth Fund Inc J Shares 1,354,000 146.22 1,333,000 146.21
JNVIX - Jensen Quality Value Fund - I Shares 36,689 146.23 36,689 146.20
Fruth Investment Management 19,550 155.81 20,500 155.71
JGQYX - Jensen Global Quality Growth Fund - Y Shares 3,670 146.32 3,480 146.26
QWVPX - Clearwater Core Equity Fund 1,233 155.72 2,280 155.70
SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 1,225 146.12 659 145.68
Trust Co Of Vermont 889 141.73 0
Global Retirement Partners, LLC 412 143.20 351 139.60
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 254 145.67 275 145.45
XCLR - Global X S&P 500 Collar 95-110 ETF 12 166.67 8 125.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
RSP - Invesco S&P 500 Equal Weight ETF 79,825 448,832 144.13 369,007 159.22 21.63
Boston Trust Walden Corp 50,781 284,793 142.55 234,012 155.71 21.70
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 23,837 54,459 144.13 30,622 159.23 77.84
FSMDX - Fidelity Mid Cap Index Fund 22,229 283,772 144.13 261,543 159.22 8.50
JENSX - The Jensen Quality Growth Fund Inc J Shares 21,000 1,354,000 146.22 1,333,000 146.21 1.58
DGRO - iShares Core Dividend Growth ETF 20,392 140,534 144.13 120,142 159.22 16.97
Rockland Trust Co 10,965 66,949 142.54 55,984 155.71 19.59
Confluence Investment Management Llc 10,857 811,925 142.55 801,068 155.71 1.36
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 8,600 107,788 144.13 99,188 159.22 8.67
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 8,546 92,121 144.13 83,575 159.22 10.23
DFAC - Dimensional U.S. Core Equity 2 ETF 7,853 70,292 144.13 62,439 159.23 12.58
Addenda Capital Inc. 7,258 47,429 143.10 40,171 156.23 18.07
SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6,923 14,313 144.13 7,390 159.27 93.68
DURPX - U.S. High Relative Profitability Portfolio Institutional Class 6,845 81,226 144.13 74,381 159.22 9.20
CCOR - Core Alternative ETF 5,439 44,276 144.12 38,837 159.23 14.00
Vigilant Capital Management, LLC 4,874 85,528 142.55 80,654 155.71 6.04
AWYIX - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 4,666 28,667 144.14 24,001 159.20 19.44
ENSBX - Ensemble Fund 4,606 12,356 144.14 7,750 159.23 59.43
PHASX - MidCap Growth Fund III R-1 4,243 63,887 144.13 59,644 159.23 7.11
SWPPX - Schwab S&P 500 Index Fund 3,568 211,047 144.13 207,479 159.22 1.72
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 51,640 713,894 144.13 765,534 159.22 -6.75
Ledyard National Bank 39,688 1,543 142.58 41,231 155.71 -96.26
RYT - Invesco S&P 500 Equal Weight Technology ETF 38,197 202,602 144.13 240,799 159.22 -15.86
State of Alaska, Department of Revenue 18,111 16,838 142.53 34,949 155.66 -51.82
Truist Financial Corp 11,045 102,362 142.55 113,407 155.71 -9.74
NWHVX - Nationwide Geneva Mid Cap Growth Fund Class A 9,103 37,941 144.12 47,044 159.21 -19.35
TOK - iShares MSCI Kokusai ETF 7,840 385 142.86 8,225 159.27 -95.32
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 7,408 38,681 144.13 46,089 159.21 -16.07
Tributary Capital Management, LLC 7,037 3,410 142.52 10,447 155.74 -67.36
IYF - iShares U.S. Financials ETF 6,351 62,494 144.13 68,845 159.23 -9.23
Manning & Napier Group, LLC 5,508 56,297 142.53 61,805 155.68 -8.91
FAS - Direxion Daily Financial Bull 3X Shares 4,338 50,998 144.12 55,336 159.23 -7.84
Griffin Asset Management, Inc. 4,189 20,070 142.55 24,259 155.69 -17.27
TECL - Direxion Daily Technology Bull 3X Shares 4,068 18,378 144.14 22,446 159.23 -18.12
JPUS - JPMorgan Diversified Return U.S. Equity ETF 3,621 1,246 144.46 4,867 159.24 -74.40
XT - iShares Exponential Technologies ETF 2,619 122,785 144.13 125,404 159.22 -2.09
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 2,612 14,240 144.10 16,852 159.21 -15.50
USMV - iShares Edge MSCI Min Vol USA ETF 2,017 789,856 144.13 791,873 159.22 -0.25
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 1,776 22,729 144.13 24,505 159.23 -7.25
MNDFX - Disciplined Value Series Class I 1,765 11,501 144.16 13,266 159.20 -13.30
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Tudor Investment Corp Et Al 0
Name Previous Calls
Group One Trading, L.p. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
REUYX - Sustainable Equity Fund Class Y
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
Urban Wealth Management, LLC 29 137.93
Charter Oak Capital Management, LLC 15 133.33
Steward Financial Group LLC 14 71.43
Heritage Financial Services, LLC 14 71.43
Morton Brown Family Wealth, LLC 2
Name Shares PPS
Hnp Capital Llc 1,289 155.93
Courier Capital Llc 1,289 155.93
Tradewinds Capital Management, LLC 200 155.00
DAVENPORT & Co LLC 1,652 155.57
Asset Dedication, LLC 13 153.85
HighTower Trust Services, LTA 20,485 155.72
Value Partners Investments Inc. 38,870 155.65
IBM Retirement Fund 1,842 155.81
Gemmer Asset Management LLC 310 154.84
Comerica Securities,inc. 1,425 156.49
Tarbox Family Office, Inc. 13 153.85
Harvey Investment Co Llc 1,368 155.70
Capital Investment Counsel, Inc 1,352 155.33
O'Shares Investment Advisers, LLC 3,437 155.66
Name Current Shares Current PPS Previous Shares Previous PPS
Boston Trust Walden Corp 284,793 142.55 234,012 155.71
Douglas Lane & Associates, LLC 276,629 142.55 276,940 155.71
Dearborn Partners Llc 143,690 142.55 144,202 155.71
Truist Financial Corp 102,362 142.55 113,407 155.71
Mcrae Capital Management Inc 63,904 142.56 64,738 155.70
Middleton & Co Inc/ma 35,975 142.54 36,905 155.70
Buffington Mohr McNeal 35,426 142.55 34,139 155.72
Commonwealth Equity Services, Llc 24,647 142.53 24,472 155.69
Brinker Capital Investments, LLC 24,305 142.56 25,436 155.72
First Hawaiian Bank 23,669 142.55 23,792 155.72
Griffin Asset Management, Inc. 20,070 142.55 24,259 155.69
Gulf International Bank (UK) Ltd 19,262 143.86 19,262 155.70
Suncoast Equity Management 15,270 142.57 12,025 155.68
Bowling Portfolio Management LLC 15,087 142.57 15,152 155.69
Stratos Wealth Partners, LTD. 14,399 142.58 14,006 155.72
Occidental Asset Management, LLC 12,540 142.58 12,432 155.73
Hartford Investment Management Co 11,278 142.58 11,089 155.74
SNS Financial Group, LLC 9,182 143.21 9,052 155.66
Enterprise Trust & Investment Co 8,700 142.53 8,700 155.75
Louisiana State Employees Retirement System 7,400 152.30 7,400 155.41
Atlas Private Wealth Management 7,085 142.55 6,847 155.69
Teamwork Financial Advisors, LLC 7,012 142.61 7,640 155.76
Welch & Forbes Llc 6,981 142.53 6,681 155.67
Altium Wealth Management LLC 6,919 142.51 6,925 155.67
New Mexico Educational Retirement Board 6,450 142.48 6,750 155.70
MAI Capital Management 6,357 142.52 6,546 155.67
McElhenny Sheffield Capital Management, LLC 5,910 142.47 5,277 155.77
Sawtooth Solutions, LLC 5,574 142.63 5,435 155.66
Wealthfront Advisers Llc 5,069 142.63 4,107 155.59
Umb Bank N A/mo 4,847 142.56 4,847 155.77
Accredited Investors Inc. 4,295 142.49 4,295 155.76
Tributary Capital Management, LLC 3,410 142.52 10,447 155.74
D.B. Root & Company, LLC 3,300 142.42 3,296 155.64
Mitchell Mcleod Pugh & Williams Inc 2,667 142.48 2,667 155.61
Veriti Management LLC 2,573 142.64 2,330 155.79
Ami Asset Management Corp 2,355 142.68 2,529 155.79
Segment Wealth Management, LLC 2,244 142.60 2,244 155.53
Spire Wealth Management 2,157 142.33 2,842 155.88
Shore Point Advisors, LLC 1,877 142.78 1,877 155.57
Moody Aldrich Partners Llc 1,826 142.39 1,846 155.47
GPS Wealth Strategies Group, LLC 1,635 142.51 1,710 155.56
Arcadia Investment Management Corp/mi 1,617 142.86 1,617 155.84
Ledyard National Bank 1,543 142.58 41,231 155.71
Campion Asset Management LLC 1,410 142.55 1,410 156.03
First Bank & Trust 868 142.86 1,109 156.00
Hexagon Capital Partners LLC 830 142.17 931 155.75
DLCFX - Destinations Large Cap Equity Fund Class I 827 146.31 900 146.67
Harbor Investment Advisory, Llc 752 142.29 752 155.59
Hanson & Doremus Investment Management 700 142.86 700 155.71
Ellevest, Inc. 670 143.28 261 157.09
Dougherty Wealth Advisers LLC 403 141.44 403 156.33
Geneos Wealth Management Inc. 328 146.34 327 152.91
PFG Private Wealth Management, LLC 246 142.28 246 154.47
HighMark Wealth Management LLC 245 142.86 244 155.74
Sandy Spring Bank 234 141.03 234 153.85
Annapolis Financial Services, LLC 200 145.00 200 155.00
Mv Capital Management, Inc. 195 143.59 197 157.36
First Command Financial Services, Inc. 190 142.11 190 157.89
First Command Bank 190 142.11 190 157.89
Gables Capital Management Inc. 186 145.16 186 155.91
Investors Research Corp 176 142.05 176 153.41
TCI Wealth Advisors, Inc. 158 145.57 158 158.23
Ogorek Anthony Joseph /ny/ /adv 152 138.16 152 151.32
Endurance Wealth Management, Inc. 100 140.00 100 160.00
PrairieView Partners, LLC 49 142.86 49 163.27
Money Concepts Capital Corp 39 153.85 94 159.57
Thompson Siegel & Walmsley Llc 30 133.33 30 166.67
JNBA Financial Advisors 24 125.00 24 166.67
Name Current Shares Current PPS Previous Shares Previous PPS
Fruth Investment Management 19,550 155.81 20,500 155.71
Trust Co Of Vermont 889 141.73 0
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 254 145.67 275 145.45
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Boston Trust Walden Corp 50,781 284,793 142.55 234,012 155.71 21.70
Suncoast Equity Management 3,245 15,270 142.57 12,025 155.68 26.99
Buffington Mohr McNeal 1,287 35,426 142.55 34,139 155.72 3.77
Wealthfront Advisers Llc 962 5,069 142.63 4,107 155.59 23.42
Trust Co Of Vermont 889 889 141.73 0 0.00
McElhenny Sheffield Capital Management, LLC 633 5,910 142.47 5,277 155.77 12.00
Ellevest, Inc. 409 670 143.28 261 157.09 156.70
Stratos Wealth Partners, LTD. 393 14,399 142.58 14,006 155.72 2.81
Welch & Forbes Llc 300 6,981 142.53 6,681 155.67 4.49
Veriti Management LLC 243 2,573 142.64 2,330 155.79 10.43
Atlas Private Wealth Management 238 7,085 142.55 6,847 155.69 3.48
Hartford Investment Management Co 189 11,278 142.58 11,089 155.74 1.70
Commonwealth Equity Services, Llc 175 24,647 142.53 24,472 155.69 0.72
Sawtooth Solutions, LLC 139 5,574 142.63 5,435 155.66 2.56
SNS Financial Group, LLC 130 9,182 143.21 9,052 155.66 1.44
Occidental Asset Management, LLC 108 12,540 142.58 12,432 155.73 0.87
D.B. Root & Company, LLC 4 3,300 142.42 3,296 155.64 0.12
HighMark Wealth Management LLC 1 245 142.86 244 155.74 0.41
Geneos Wealth Management Inc. 1 328 146.34 327 152.91 0.31
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ledyard National Bank 39,688 1,543 142.58 41,231 155.71 -96.26
Truist Financial Corp 11,045 102,362 142.55 113,407 155.71 -9.74
Tributary Capital Management, LLC 7,037 3,410 142.52 10,447 155.74 -67.36
Griffin Asset Management, Inc. 4,189 20,070 142.55 24,259 155.69 -17.27
Brinker Capital Investments, LLC 1,131 24,305 142.56 25,436 155.72 -4.45
Fruth Investment Management 950 19,550 155.81 20,500 155.71 -4.63
Middleton & Co Inc/ma 930 35,975 142.54 36,905 155.70 -2.52
Mcrae Capital Management Inc 834 63,904 142.56 64,738 155.70 -1.29
Spire Wealth Management 685 2,157 142.33 2,842 155.88 -24.10
Teamwork Financial Advisors, LLC 628 7,012 142.61 7,640 155.76 -8.22
Dearborn Partners Llc 512 143,690 142.55 144,202 155.71 -0.36
Douglas Lane & Associates, LLC 311 276,629 142.55 276,940 155.71 -0.11
New Mexico Educational Retirement Board 300 6,450 142.48 6,750 155.70 -4.44
First Bank & Trust 241 868 142.86 1,109 156.00 -21.73
MAI Capital Management 189 6,357 142.52 6,546 155.67 -2.89
Ami Asset Management Corp 174 2,355 142.68 2,529 155.79 -6.88
First Hawaiian Bank 123 23,669 142.55 23,792 155.72 -0.52
Hexagon Capital Partners LLC 101 830 142.17 931 155.75 -10.85
GPS Wealth Strategies Group, LLC 75 1,635 142.51 1,710 155.56 -4.39
DLCFX - Destinations Large Cap Equity Fund Class I 73 827 146.31 900 146.67 -8.11
Bowling Portfolio Management LLC 65 15,087 142.57 15,152 155.69 -0.43
Money Concepts Capital Corp 55 39 153.85 94 159.57 -58.51
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 21 254 145.67 275 145.45 -7.64
Moody Aldrich Partners Llc 20 1,826 142.39 1,846 155.47 -1.08
Altium Wealth Management LLC 6 6,919 142.51 6,925 155.67 -0.09
Mv Capital Management, Inc. 2 195 143.59 197 157.36 -1.02
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