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 781 43.00 42.16 42.07
Previous Quarter 825 42.00 42.16 42.15

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 20 175 34 91 60 40
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 0 1 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 5 6 3 39 20 17
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 0 1 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 190,870,787 8.33 1.31 0 0.00 0.00
Previous Quarter 5,950,347 0.26 42.19 0 0.00 0.00

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
Portfolio Services Ltd. 187,023,731
BlackRock Inc. 184,921,039
GQG Partners LLC 29,035,870 42.16
Orbis Allan Gray Ltd 15,114,612 42.16
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 14,036,387 41.78
Capital International Investors 9,449,045 42.42
Bank Of America Corp /de/ 7,132,011 42.16
BlackRock Inc. 5,624,861 42.16
CAIBX - CAPITAL INCOME BUILDER Class A 5,339,964 41.78
Capital World Investors 5,177,960 42.17
Arrowstreet Capital, Limited Partnership 4,311,628 42.16
Skye Global Management LP 4,198,000 42.16
Wells Fargo & Company/mn 4,092,012 42.16
Newport Trust Co 3,416,076 42.16
ABALX - AMERICAN BALANCED FUND Class A 3,399,785 42.16
Raymond James & Associates 3,359,429 42.16
Capital Research Global Investors 3,303,960 42.16
Jpmorgan Chase & Co 2,912,004 42.16
Bank of New York Mellon Corp 2,414,763 42.16
Parametric Portfolio Associates Llc 2,264,353 42.16

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
GQG Partners LLC 29,035,870 42.16
Orbis Allan Gray Ltd 15,114,612 42.16
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 10,653,637 42.97
Capital International Investors 9,449,045 42.42
Bank Of America Corp /de/ 7,132,011 42.16
BlackRock Inc. 5,624,861 42.16
CAIBX - CAPITAL INCOME BUILDER Class A 5,339,964 42.97
Capital World Investors 5,177,960 42.17
Arrowstreet Capital, Limited Partnership 4,311,628 42.16
Skye Global Management LP 4,198,000 42.16
Wells Fargo & Company/mn 4,092,012 42.16
Newport Trust Co 3,416,076 42.16
ABALX - AMERICAN BALANCED FUND Class A 3,399,785 42.16
Raymond James & Associates 3,359,429 42.16
Capital Research Global Investors 3,303,960 42.16
Jpmorgan Chase & Co 2,912,004 42.16
Bank of New York Mellon Corp 2,414,763 42.16
Parametric Portfolio Associates Llc 2,264,353 42.16
Federated Hermes, Inc. 2,204,489 42.16
Envestnet Asset Management Inc 2,184,161 42.16

 

Recent Quarter Analysis

Name Shares PPS
Portfolio Services Ltd. 187,023,731
TWAAX - Thrivent International Allocation Fund Class A 116,896 41.91
AALGX - Thrivent Global Stock Fund Class A 97,919 41.91
NWAPX - Nationwide Mellon Disciplined Value Fund Eagle Class 94,644 41.78
Thrivent Core Funds - Thrivent Core International Equity Fund 92,416 41.91
Dorsey Wright & Associates 84,418 42.91
Center For Asset Management LLC 21,391 42.92
Naviter Wealth, LLC 19,762 42.91
Symphony Financial, Ltd. Co. 11,153 43.84
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 7,288 41.71
Reitz Capital Advisors LLC 6,818 42.97
Archford Capital Strategies, LLC 5,260
Pinnacle Private Wealth, LLC 4,760 42.86
HighTower Trust Services, LTA 1,649 491.21
ACG Wealth 917 42.53
GoalVest Advisory LLC 732 40.98
RWM Asset Management, LLC 283 42.40
Farmers & Merchants Trust Co of Chambersburg PA 197
Steward Financial Group LLC 56 35.71
Tfo-tdc, Llc 38 52.63
Name Shares PPS
VTMGX - Vanguard Developed Markets Index Fund Admiral Shares 358,284 35.28
Two Sigma Investments, Lp 351,872 42.16
Two Sigma Investments, Lp 351,872 42.16
EPSPX - MainStay Epoch Global Equity Yield Fund Class A 110,132 34.92
JGYIX - John Hancock Global Shareholder Yield Fund Class I 104,155 35.28
Hohimer Wealth Management, Llc 86,272 42.16
SAL Trading, LLC 79,000 42.16
MTRAX - MainStay Income Builder Fund Class A 63,382 34.92
Twin Tree Management, LP 48,400 42.17
HAP Trading, LLC 40,700 1.55
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 26,429 35.26
Aaron Wealth Advisors LLC 25,422 23.72
GTCIX - Quantitative International Equity Portfolio 21,471 34.93
MNCCX - Pro-Blend(R) Conservative Term Series Class L 19,577 34.94
ICOW - Pacer Developed Markets International Cash Cows 100 ETF 19,534 34.91
Capital Fund Management S.a. 18,100 42.15
McMahon Financial Advisors, LLC 15,558
Weather Gauge Advisory, LLC 13,593 35.31
Marshall Wace North America L.P. 13,261 35.29
Belvedere Trading LLC 12,100 42.89
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 11,560 35.29
Maven Securities LTD 11,400 42.19
Lantz Financial LLC 10,536 37.40
HighPoint Advisor Group LLC 9,282 35.23
Ubs Asset Management Americas Inc 6,204 35.30
Exane Derivatives 6,189 42.17
Parallax Volatility Advisers, L.P. 5,800 42.24
Ledyard National Bank 5,555 42.12
Transcend Wealth Collective, Llc 5,306 42.22
Brandywine Oak Private Wealth Llc 4,799 42.09
Bremer Bank National Association 4,765 42.18
Sonora Investment Management, LLC 3,489 35.25
IFP Advisors, Inc 3,318 37.67
Crescent Capital Consulting, LLC 2,583 37.17
Heritage Wealth Management, Llc 1,147 34.87
Berman Capital Advisors, LLC 504 33.73
Valley National Advisers Inc 441 43.08
Tradewinds Capital Management, LLC 378 42.33
Wealth Quarterback LLC 235
Asset Dedication, LLC 200 40.00
Bbva Usa 139 35.97
Gemmer Asset Management LLC 127 39.37
Covington Capital Management 104 38.46
Carroll Financial Associates, Inc. 42 23.81
Private Ocean, LLC 13 76.92
Lake Street Advisors Group, Llc
Retirement Planning Co of New England, Inc.
First Command Financial Services, Inc.
Syverson Strege & Co
Johnson Financial Group, Inc.
Parisi Gray Wealth Management
Prestige Wealth Management Group LLC
Quantitative Systematic Strategies LLC
Hutner Capital Management Inc
Brendel Financial Advisors LLC
Baillie Gifford & Co
Regency Capital Management Inc.\DE
MCF Advisors LLC
Goodwin Daniel L
Sargent Bickham Lagudis LLC
Eubel Brady & Suttman Asset Management Inc
VT - Vanguard Total World Stock Index Fund ETF Shares
Homrich & Berg
Emerald Investment Partners, Llc
Manchester Capital Management LLC
Waters Parkerson & Co., Llc
Capital Analysts, Inc.
FLCSX - Fidelity Large Cap Stock Fund
Two Sigma Advisers, Lp
Sofos Investments, Inc.
IHT Wealth Management, LLC
Nomura Holdings Inc
Roundview Capital LLC
Paradigm Financial Partners, Llc
Mcdonald Partners Llc
First Command Bank
WP Advisors, LLC
Chiron Capital Management, Llc
Gerber Kawasaki Wealth & Investment Management
Nomura Asset Management Co Ltd
Truvestments Capital Llc
JT Stratford LLC
Mbb Public Markets I Llc
Curated Wealth Partners LLC
Stock Yards Bank & Trust Co
Stonehage Fleming Financial Services Holdings Ltd
Plante Moran Financial Advisors, LLC
Quantbot Technologies LP
Pacitti Group Inc.
TD Capital Management LLC
Aquatic Capital Management LLC
Orion Portfolio Solutions, LLC
American National Insurance Co /tx/
WASHINGTON TRUST Co
Vectors Research Management, LLC
Wagner Wealth Management, Llc
Synovus Financial Corp
Cypress Capital Management LLC (WY)
Atlas Private Wealth Advisors
Alaethes Wealth LLC
Annapolis Financial Services, LLC
Cliftonlarsonallen Wealth Advisors, Llc
DCM Advisors, LLC
CoreCap Advisors, LLC
Graves-Light Private Wealth Management, Inc.
Hartford Financial Management Inc.
RGT Wealth Advisors, LLC
Morningstar Investment Services LLC
Old North State Trust, LLC
Maverick Capital Ltd
qPULA Trading Management LP
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Vanguard Group Inc
Lido Advisors, LLC
Parsec Financial Management, Inc.
Stonebridge Capital Advisors LLC
Cordasco Financial Network
Cahill Financial Advisors Inc
Jacobi Capital Management LLC
McIlrath & Eck, LLC
Blueshift Asset Management, LLC
Meridian Wealth Partners, LLC
ExodusPoint Capital Management, LP
Holloway Wealth Management, LLC
Merriman Wealth Management, LLC
Capital International Inc /ca/
Caas Capital Management Lp
Capital Bank & Trust Co
Lenox Wealth Advisors, LLC
Absolute Capital Management, LLC
Widmann Financial Services, Inc.
ICW Investment Advisors LLC
Savior LLC
D'Orazio & Associates, Inc.
Aigen Investment Management, Lp
Siena Capital Llc
Joseph P. Lucia & Associates, LLC
Old Second National Bank Of Aurora
Evolution Wealth Advisors, LLC
Country Trust Bank
Quantitative Investment Management, LLC
Sanders Morris Harris Llc
Thompson Davis & Co., Inc.
Flagship Harbor Advisors, Llc
Jarislowsky, Fraser Ltd
Trexquant Investment LP
Red Door Wealth Management, LLC
PSI Advisors, LLC
Salem Investment Counselors Inc
Fox Run Management, L.l.c.
Arkadios Wealth Advisors
Seven Eight Capital, Lp
Bay Harbor Wealth Management, LLC
Diametric Capital, LP
Woodley Farra Manion Portfolio Management Inc
Enterprise Financial Services Corp
First Trust Advisors Lp
Great West Life Assurance Co /can/
West Bancorporation Inc
Liberty Wealth Management Llc
TAP Consulting, LLC
James Reed Financial Services, Inc.
New World Advisors LLC
Mirae Asset Global Investments Co., Ltd.
Geode Capital Management, Llc
Eagle Bay Advisors LLC
Foxby Corp.
Sterling Investment Advisors, Ltd.
Caas Capital Management Lp
Consolidated Planning Corp
Trustcore Financial Services, Llc
Squarepoint Ops LLC
Arlington Partners LLC
International Assets Investment Management, Llc
VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 184,921,039 5,624,861 42.16
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 14,036,387 41.78 10,653,637 42.97
CAIBX - CAPITAL INCOME BUILDER Class A 5,339,964 41.78 5,339,964 42.97
Dfa Investment Trust Co - The Dfa International Value Series 838,885 41.78 838,885 42.97
CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 402,963 44.24 360,804 44.24
DFIEX - International Core Equity Portfolio - Institutional Class 304,542 41.78 304,542 42.97
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 203,849 41.78 204,448 42.97
GCOW - Pacer Global Cash Cows Dividend ETF 187,335 41.78 92,882 42.97
EPLIX - MainStay Epoch U.S. Equity Yield Fund Investor Class 180,115 41.78 188,273 42.97
EPIVX - EuroPac International Value Fund Class A 158,000 41.78 158,000 42.97
HFCVX - Hennessy Cornerstone Value Fund Investor Class 141,900 41.78 125,100 42.97
Miller/howard High Income Equity Fund 135,000 41.78 135,000 42.97
EPDPX - EuroPac International Dividend Income Fund Class A 111,000 41.78 111,000 42.97
Ellsworth Advisors, LLC 89,748 42.91 87,742 43.56
Morningstar Funds Trust - Morningstar Global Income Fund 84,851 41.78 37,565 42.97
IDIVX - Integrity Dividend Harvest Fund , Class A 60,000 41.78 60,000 42.97
DEQAX - BNY Mellon Global Equity Income Fund Class A 58,741 41.78 57,795 42.96
DAINX - Dunham International Stock Fund Class A 46,310 41.78 46,310 42.97
DFIV - Dimensional International Value ETF 42,634 41.77 38,798 42.97
Brookstone Capital Management 37,248 40.49 37,084 42.82
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 892,679 42.91 817,566 42.16
Commonwealth Equity Services, Llc 297,792 42.91 247,238 42.16
CWA Asset Management Group, LLC 194,220 42.91 191,651 42.16
Keystone Financial Planning, Inc. 181,906 42.91 183,144 42.16
Manning & Napier Group, LLC 160,488 42.91 161,455 42.15
Valicenti Advisory Services Inc 139,066 42.91 139,272 42.16
DAVENPORT & Co LLC 119,239 42.91 106,904 42.16
Cambridge Investment Research Advisors, Inc. 90,261 42.91 83,429 42.16
Fulton Bank, N.a. 88,496 42.91 90,467 42.16
Meritage Portfolio Management 83,937 42.91 83,006 42.17
First Bank & Trust 79,228 42.89 75,520 42.15
Greylin Investment Mangement Inc 75,144 42.90 85,794 42.16
First Heartland Consultants, Inc. 74,163 42.91 73,097 42.15
Private Advisor Group, LLC 67,569 42.92 56,185 42.16
Viking Fund Management Llc 65,000 42.91 60,000 42.17
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 63,810 44.24 34,967 33.66
Adams Asset Advisors, LLC 59,752 42.89 32,000 42.16
Raymond James Trust N.a. 57,212 42.91 60,101 42.16
AdvisorNet Financial, Inc 54,019 42.91 51,149 42.15
Uncommon Cents Investing LLC 49,313 42.91 47,062 42.16
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 179,296,178 184,921,039 5,624,861 42.16 3187.57
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3,382,750 14,036,387 41.78 10,653,637 42.97 31.75
GCOW - Pacer Global Cash Cows Dividend ETF 94,453 187,335 41.78 92,882 42.97 101.69
Truist Financial Corp 75,113 892,679 42.91 817,566 42.16 9.19
Commonwealth Equity Services, Llc 50,554 297,792 42.91 247,238 42.16 20.45
Morningstar Funds Trust - Morningstar Global Income Fund 47,286 84,851 41.78 37,565 42.97 125.88
CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 42,159 402,963 44.24 360,804 44.24 11.68
PMDEX - PMC Diversified Equity Fund Advisor Class Shares 28,843 63,810 44.24 34,967 33.66 82.49
Adams Asset Advisors, LLC 27,752 59,752 42.89 32,000 42.16 86.72
HFCVX - Hennessy Cornerstone Value Fund Investor Class 16,800 141,900 41.78 125,100 42.97 13.43
DAVENPORT & Co LLC 12,335 119,239 42.91 106,904 42.16 11.54
Private Advisor Group, LLC 11,384 67,569 42.92 56,185 42.16 20.26
Crescent Grove Advisors, LLC 9,670 47,893 42.91 38,223 42.91 25.30
Veriti Management LLC 8,298 19,563 42.89 11,265 42.17 73.66
Guyasuta Investment Advisors Inc 7,415 7,415 42.89 0 0.00
Cambridge Investment Research Advisors, Inc. 6,832 90,261 42.91 83,429 42.16 8.19
Hennion & Walsh Asset Management, Inc. 5,857 5,857 42.85 0 0.00
Bard Financial Services, Inc. 5,750 20,075 42.89 14,325 42.16 40.14
Viking Fund Management Llc 5,000 65,000 42.91 60,000 42.17 8.33
NuWave Investment Management, LLC 3,985 6,417 42.85 2,432 42.35 163.86
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pendal Group Ltd 22,602 32,400 42.90 55,002 42.11 -41.09
Greylin Investment Mangement Inc 10,650 75,144 42.90 85,794 42.16 -12.41
EPLIX - MainStay Epoch U.S. Equity Yield Fund Investor Class 8,158 180,115 41.78 188,273 42.97 -4.33
Moody National Bank Trust Division 6,859 7,901 42.91 14,760 42.21 -46.47
Galvin, Gaustad & Stein, LLC 6,728 12,241 42.89 18,969 42.17 -35.47
Thompson Siegel & Walmsley Llc 6,000 32,400 42.90 38,400 42.16 -15.62
LVW Advisors, LLC 5,248 17,427 42.92 22,675 42.16 -23.14
Teamwork Financial Advisors, LLC 4,343 12,192 42.90 16,535 42.15 -26.27
Money Concepts Capital Corp 4,213 1,659 43.40 5,872 42.23 -71.75
Spire Wealth Management 3,718 4,387 42.85 8,105 42.20 -45.87
Procyon Private Wealth Partners, LLC 3,338 25,677 42.92 29,015 42.15 -11.50
Wedbush Securities Inc 2,974 5,631 42.98 8,605 42.18 -34.56
Raymond James Trust N.a. 2,889 57,212 42.91 60,101 42.16 -4.81
Sterling Investment Management, Inc. 2,820 28,407 42.91 31,227 42.14 -9.03
44 Wealth Management Llc 2,139 14,582 42.93 16,721 42.16 -12.79
Fulton Bank, N.a. 1,971 88,496 42.91 90,467 42.16 -2.18
Excalibur Management Corp 1,405 9,681 42.87 11,086 42.13 -12.67
Geneos Wealth Management Inc. 1,329 6,010 43.26 7,339 42.10 -18.11
Keystone Financial Planning, Inc. 1,238 181,906 42.91 183,144 42.16 -0.68
Regions Financial Corp 1,186 6,514 42.83 7,700 42.08 -15.40
Name Current Puts
Name Current Calls
XR Securities LLC 11,900
Name
Name Previous Puts
Caas Capital Management Lp 0
Name Previous Calls
Belvedere Trading LLC 12,100
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Dorsey Wright & Associates 84,418 42.91
Center For Asset Management LLC 21,391 42.92
Reitz Capital Advisors LLC 6,818 42.97
HighTower Trust Services, LTA 1,649 491.21
Steward Financial Group LLC 56 35.71
Name Shares PPS
Gemmer Asset Management LLC 127 39.37
Hohimer Wealth Management, Llc 86,272 42.16
Private Ocean, LLC 13 76.92
Brandywine Oak Private Wealth Llc 4,799 42.09
Aaron Wealth Advisors LLC 25,422 23.72
Tradewinds Capital Management, LLC 378 42.33
Name Current Shares Current PPS Previous Shares Previous PPS
CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 402,963 44.24 360,804 44.24
Ellsworth Advisors, LLC 89,748 42.91 87,742 43.56
Coastal Capital Group, Inc. 165 42.42 162 43.21
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 892,679 42.91 817,566 42.16
CWA Asset Management Group, LLC 194,220 42.91 191,651 42.16
Meritage Portfolio Management 83,937 42.91 83,006 42.17
First Bank & Trust 79,228 42.89 75,520 42.15
Crescent Grove Advisors, LLC 47,893 42.91 38,223 42.91
Allspring Global Investments Holdings, LLC 34,543 42.90 34,465 42.16
Pendal Group Ltd 32,400 42.90 55,002 42.11
Thompson Siegel & Walmsley Llc 32,400 42.90 38,400 42.16
Investors Research Corp 24,634 42.91 24,784 42.16
Hikari Power Ltd 23,650 42.92 23,650 42.16
Altium Wealth Management LLC 21,228 42.92 20,460 42.18
Mitchell & Pahl Private Wealth, Llc 19,114 42.90 18,359 42.16
LVW Advisors, LLC 17,427 42.92 22,675 42.16
Rnc Capital Management Llc 16,208 42.94 16,729 42.14
44 Wealth Management Llc 14,582 42.93 16,721 42.16
Lester Murray Antman dba SimplyRich 14,319 42.88 11,874 42.11
Old National Bancorp /in/ 14,249 42.88 12,364 42.14
Galvin, Gaustad & Stein, LLC 12,241 42.89 18,969 42.17
Teamwork Financial Advisors, LLC 12,192 42.90 16,535 42.15
Shulman DeMeo Asset Management LLC 12,045 42.92 12,075 42.15
Excalibur Management Corp 9,681 42.87 11,086 42.13
Hendershot Investments Inc. 9,046 42.89 9,158 42.15
Sequoia Financial Advisors, LLC 8,690 42.92 7,666 42.13
Congress Park Capital LLC 8,250 42.91 5,500 42.18
Retirement Guys Formula Llc 8,227 42.91 5,945 42.22
Guyasuta Investment Advisors Inc 7,415 42.89 0
Dearborn Partners Llc 6,524 42.92 6,524 42.31
Regions Financial Corp 6,514 42.83 7,700 42.08
Geneos Wealth Management Inc. 6,010 43.26 7,339 42.10
Wedbush Securities Inc 5,631 42.98 8,605 42.18
Umb Bank N A/mo 5,386 42.89 5,897 42.22
Signature Wealth Management Partners, LLC 5,100 42.94 5,100 42.16
Hollencrest Capital Management 4,950 42.83 4,950 42.22
Spire Wealth Management 4,387 42.85 8,105 42.20
Costello Asset Management, INC 4,208 43.01 4,208 42.06
Bogart Wealth, LLC 3,434 42.81 2,834 41.99
Trust Co Of Vermont 2,104 42.78 0
Hexagon Capital Partners LLC 1,964 42.77 953 41.97
Washington Trust Advisors, Inc. 497 42.25 595 42.02
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 75,113 892,679 42.91 817,566 42.16 9.19
CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 42,159 402,963 44.24 360,804 44.24 11.68
Crescent Grove Advisors, LLC 9,670 47,893 42.91 38,223 42.91 25.30
Guyasuta Investment Advisors Inc 7,415 7,415 42.89 0 0.00
First Bank & Trust 3,708 79,228 42.89 75,520 42.15 4.91
Congress Park Capital LLC 2,750 8,250 42.91 5,500 42.18 50.00
CWA Asset Management Group, LLC 2,569 194,220 42.91 191,651 42.16 1.34
Lester Murray Antman dba SimplyRich 2,445 14,319 42.88 11,874 42.11 20.59
Retirement Guys Formula Llc 2,282 8,227 42.91 5,945 42.22 38.39
Trust Co Of Vermont 2,104 2,104 42.78 0 0.00
Ellsworth Advisors, LLC 2,006 89,748 42.91 87,742 43.56 2.29
Old National Bancorp /in/ 1,885 14,249 42.88 12,364 42.14 15.25
Sequoia Financial Advisors, LLC 1,024 8,690 42.92 7,666 42.13 13.36
Hexagon Capital Partners LLC 1,011 1,964 42.77 953 41.97 106.09
Meritage Portfolio Management 931 83,937 42.91 83,006 42.17 1.12
Altium Wealth Management LLC 768 21,228 42.92 20,460 42.18 3.75
Mitchell & Pahl Private Wealth, Llc 755 19,114 42.90 18,359 42.16 4.11
Bogart Wealth, LLC 600 3,434 42.81 2,834 41.99 21.17
Allspring Global Investments Holdings, LLC 78 34,543 42.90 34,465 42.16 0.23
Coastal Capital Group, Inc. 3 165 42.42 162 43.21 1.85
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pendal Group Ltd 22,602 32,400 42.90 55,002 42.11 -41.09
Galvin, Gaustad & Stein, LLC 6,728 12,241 42.89 18,969 42.17 -35.47
Thompson Siegel & Walmsley Llc 6,000 32,400 42.90 38,400 42.16 -15.62
LVW Advisors, LLC 5,248 17,427 42.92 22,675 42.16 -23.14
Teamwork Financial Advisors, LLC 4,343 12,192 42.90 16,535 42.15 -26.27
Spire Wealth Management 3,718 4,387 42.85 8,105 42.20 -45.87
Wedbush Securities Inc 2,974 5,631 42.98 8,605 42.18 -34.56
44 Wealth Management Llc 2,139 14,582 42.93 16,721 42.16 -12.79
Excalibur Management Corp 1,405 9,681 42.87 11,086 42.13 -12.67
Geneos Wealth Management Inc. 1,329 6,010 43.26 7,339 42.10 -18.11
Regions Financial Corp 1,186 6,514 42.83 7,700 42.08 -15.40
Rnc Capital Management Llc 521 16,208 42.94 16,729 42.14 -3.11
Umb Bank N A/mo 511 5,386 42.89 5,897 42.22 -8.67
Investors Research Corp 150 24,634 42.91 24,784 42.16 -0.61
Hendershot Investments Inc. 112 9,046 42.89 9,158 42.15 -1.22
Washington Trust Advisors, Inc. 98 497 42.25 595 42.02 -16.47
Shulman DeMeo Asset Management LLC 30 12,045 42.92 12,075 42.15 -0.25
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Belvedere Trading LLC 12,100
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