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	1,213	59.00	60.63	59.81
Previous Quarter	1,271	62.00	60.63	60.83

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	19	220	220	7	97	70
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	3	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	1	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	5	2	44	0	21	13
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	31,538,471	20.72	30.79	28,583,995	18.78	60.94
Previous Quarter	16,078,270	10.56	60.66	28,585,996	18.78	60.96

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
BlackRock Inc.	15,906,925	60.63
BlackRock Inc.	15,514,375
VANGUARD GROUP INC	14,549,184
Vanguard Group Inc	14,357,467	60.63
FMR LLC	8,887,807
Fmr Llc	8,817,430	60.63
Alliancebernstein L.p.	5,253,577	60.63
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	4,437,414	60.63
IJH - iShares Core S&P Mid-Cap ETF	4,393,006	60.63
State Street Corp	4,218,280	60.63
NAESX - Vanguard Small-Cap Index Fund Investor Shares	3,836,873	60.63
Neuberger Berman Group LLC	3,534,894	60.64
Nuveen Asset Management, LLC	3,421,521	59.27
Congress Asset Management Co /ma	3,411,750	60.63
FDGRX - Fidelity Growth Company Fund	3,238,264	68.42
Bank Of America Corp /de/	2,990,505	60.63
Ion Asset Management Ltd.	2,971,615	19.93
Bank of New York Mellon Corp	2,710,012	60.63
Thrivent Financial For Lutherans	2,417,248	60.63
BNP Paribas Asset Management Holding S.A.	2,316,791	60.63

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
BlackRock Inc.	15,906,925	60.63
Vanguard Group Inc	14,357,467	60.63
Fmr Llc	8,817,430	60.63
Alliancebernstein L.p.	5,253,577	60.63
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	4,437,414	60.63
IJH - iShares Core S&P Mid-Cap ETF	4,393,006	60.63
State Street Corp	4,218,280	60.63
NAESX - Vanguard Small-Cap Index Fund Investor Shares	3,836,873	60.63
Neuberger Berman Group LLC	3,534,894	60.64
Nuveen Asset Management, LLC	3,421,521	59.27
Congress Asset Management Co /ma	3,411,750	60.63
FDGRX - Fidelity Growth Company Fund	3,238,264	68.42
Bank Of America Corp /de/	2,990,505	60.63
Ion Asset Management Ltd.	2,971,615	19.93
Bank of New York Mellon Corp	2,710,012	60.63
Thrivent Financial For Lutherans	2,417,248	60.63
BNP Paribas Asset Management Holding S.A.	2,316,791	60.63
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares	2,314,902	60.63
Acadian Asset Management Llc	2,187,552	60.61
VEXMX - Vanguard Extended Market Index Fund Investor Shares	2,038,969	60.63

Recent Quarter Analysis

Recent Quarter 19 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	14,549,184
FMR LLC	8,887,807
Artemis Investment Management LLP	647,179	45.78
CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES	193,913	55.17
PTF - Invesco DWA Technology Momentum ETF	106,164	55.17
FNDX - Schwab Fundamental U.S. Large Company Index ETF	37,147	50.83
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	33,176	50.82
Thrivent Core Funds - Thrivent Core Small Cap Value Fund	26,976	55.16
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares	24,092	55.16
FNY - First Trust Mid Cap Growth AlphaDEX Fund	23,083	55.15
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	16,998	50.83
FLRAX - Nuveen Large Cap Select Fund Class A	8,779	55.13
FAD - First Trust Multi Cap Growth AlphaDEX Fund	4,646	55.10
BlackRock ETF Trust - BlackRock Future Tech ETF	1,674	54.96
HAPY - Harbor Corporate Culture Leaders ETF	1,344	55.06
IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF	684	55.56
Steward Financial Group LLC	500	44.00
Wolff Wiese Magana Llc	46	43.48
Sheaff Brock Investment Advisors, LLC	0

Recent Quarter 220 Institutes closed out their positions

Name	Shares	PPS
D. E. Shaw & Co., Inc.	367,737	60.63
Wells Fargo & Company/mn	228,945	60.63
Wells Fargo & Company/mn	228,945	60.63
HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A	125,730	54.29
FLVEX - Fidelity Large Cap Value Enhanced Index Fund	119,773	60.23
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A	94,274	66.31
Bnp Paribas Arbitrage, Sa	69,691	60.62
Jackson Square Capital, Llc	62,803	60.63
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I	34,950	51.36
Barclays Plc	29,939	60.59
Barclays Plc	29,939	60.59
BVEFX - Becker Value Equity Fund Retail Class	28,095	54.28
OASVX - Optimum Small-mid Cap Value Fund Class A	26,900	51.34
Marshall Wace North America L.P.	26,027	51.37
SG Americas Securities, LLC	20,264	60.65
GSCYX - SMALL CAP EQUITY FUND Institutional	20,041	51.34
DNLDX - BNY Mellon Active MidCap Fund Class A	18,710	51.36
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I	18,673	51.36
PTMC - Pacer Trendpilot US Mid Cap ETF	17,066	54.32
BSVSX - Baird SmallCap Value Fund Investor Class	12,999	51.31
HighPoint Advisor Group LLC	9,757	51.35
DFNV - TrimTabs Donoghue Forlines Risk Managed Innovation ETF	7,491	54.33
TPLC - Timothy Plan US Large Cap Core ETF	7,213	51.30
BEARX - Federated Prudent Bear Fund Class A Shares	7,000	51.29
BMVSX - Baird Small/Mid Cap Value Fund Investor Class	6,954	51.34
Private Advisor Group, LLC	6,146	76.96
World Asset Management Inc	5,172	51.43
PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class	4,624	51.25
Mid Atlantic Financial Management Inc/adv	4,546	51.25
Canandaigua National Corp	4,075	60.61
B. Metzler seel. Sohn & Co. Holding AG	4,000	51.25
MSS Series Trust - One Rock Fund	4,000	60.25
IFP Advisors, Inc	3,921	77.79
LNFIX - QS Global Market Neutral Fund Class A	3,700	51.35
Psagot Investment House Ltd.	2,900	51.38
Ayalon Holdings Ltd.	2,760	60.51
PWS - Pacer WealthShield ETF	2,014	54.12
Bbva Usa	1,490	51.68
SAOAX - Guggenheim Alpha Opportunity Fund A	1,457	51.48
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity	1,443	51.28
MEVIX - Lazard Managed Equity Volatility Portfolio Institutional Shares	1,277	51.68
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A	962	50.94
Berman Capital Advisors, LLC	735	50.34
Carroll Financial Associates, Inc.	489	75.66
Wealth Quarterback LLC	349
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class	345	52.17
Gemmer Asset Management LLC	313	57.51
Money Concepts Capital Corp	118	59.32
Country Trust Bank	117
Asset Dedication, LLC	84	59.52
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares	50	60.00
Reilly Financial Advisors, Llc	50	80.00
GPS Wealth Strategies Group, LLC	44	68.18
Investmark Advisory Group LLC	40	75.00
TCI Wealth Advisors, Inc.	37	54.05
STLV - iShares Factors US Value Style ETF	30	66.67
Capital Investment Counsel, Inc
Standard Family Office LLC
Empirical Finance, LLC
M&g Investment Management Ltd
Capula Management Ltd
Y-Intercept (Hong Kong) Ltd
Meitav Dash Investments Ltd
Wellington Shields & Co., LLC
Picton Mahoney Asset Management
Bridgewater Associates, LP
Quadrature Capital Ltd
IBM Retirement Fund
Wellington Shields Capital Management, LLC
Harbor Investment Advisory, Llc
Vigilant Capital Management, LLC
Marino, Stram & Associates Llc
Quantitative Investment Management, LLC
NuWave Investment Management, LLC
Symmetry Partners, LLC
Pendal Group Ltd
Wolverine Asset Management Llc
Healthcare Of Ontario Pension Plan Trust Fund
Macroview Investment Management Llc
Spring Creek Capital Llc
Alpha DNA Investment Management LLC
SRS Capital Advisors, Inc.
Sycomore Asset Management
Alpha Paradigm Partners, LLC
Asset Management Corp /il/ /adv
FORA Capital, LLC
Exchange Traded Concepts, Llc
Jefferies Group LLC
6 Meridian
Aigen Investment Management, Lp
Jefferies Group LLC
New England Research & Management, Inc.
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
O'shaughnessy Asset Management, Llc
Pearl River Capital, LLC
GWM Advisors LLC
Parallax Volatility Advisers, L.P.
Polar Asset Management Partners Inc.
Metropolitan Life Insurance Co/ny
EAM Investors, LLC
Cigna Investments Inc /new
Creative Financial Designs Inc /adv
Ten Capital Wealth Advisors, LLC
Algert Global Llc
Bronson Point Management LLC
Baird Financial Group, Inc.
Sciencast Management LP
Occudo Quantitative Strategies Lp
J. Goldman & Co LP
Quantbot Technologies LP
First Republic Investment Management, Inc.
Barings Llc
REDWX - Aspiration Redwood Fund
Sigma Planning Corp
Lombard Odier Asset Management (USA) Corp
Point72 Asset Management, L.P.
Arrowstreet Capital, Limited Partnership
HAP Trading, LLC
Resources Investment Advisors, LLC.
CLARET ASSET MANAGEMENT Corp
KC Investment Advisors, LLC
Migdal Insurance & Financial Holdings Ltd.
Allstate Corp
Cornerstone Wealth Management, LLC
Gyon Technologies Capital Management, LP
Centiva Capital, LP
Globeflex Capital L P
Perigon Wealth Management, LLC
Neo Ivy Capital Management
Capital Analysts, Inc.
Renasant Bank
Atria Investments Llc
SG3 Management, LLC
Weaver C. Barksdale & Associates, Inc.
Alpine Global Management, LLC
Two Sigma Securities, Llc
Magnetar Financial LLC
Duality Advisers, Lp
Capital Advisors, Ltd. LLC
Thompson Davis & Co., Inc.
CoreCap Advisors, LLC
SG3 Management, LLC
CenterBook Partners LP
Trexquant Investment LP
Point72 Hong Kong Ltd
Duncker Streett & Co Inc
Advisor Resource Council
Grantham, Mayo, Van Otterloo & Co. LLC
Assetmark, Inc
Psagot Value Holdings Ltd. / (Israel)
Integrated Wealth Concepts LLC
Wolverine Trading, Llc
Astrantus Ltd
Meridian Wealth Partners, LLC
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A
Kalos Management, Inc.
Allegheny Financial Group LTD
Total Clarity Wealth Management, Inc.
TriaGen Wealth Management LLC
APG Asset Management N.V.
Hrt Financial Lp
Dynamic Technology Lab Private Ltd
Absolute Capital Management, LLC
Cibc World Markets Corp
Sageworth Trust Co
North Star Investment Management Corp.
Donoghue Forlines LLC
Wealthfront Advisers Llc
Two Sigma Investments, Lp
Mcdonald Partners Llc
Wagner Wealth Management, Llc
Amplius Wealth Advisors, LLC
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF
Fox Run Management, L.l.c.
Two Sigma Investments, Lp
Ingalls & Snyder Llc
Cerity Partners LLC
Wellington Management Group Llp
Fortis Advisors, LLC
Parallax Volatility Advisers, L.P.
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
James Investment Research Inc
Norges Bank
Skandinaviska Enskilda Banken AB (publ)
Wolverine Trading, Llc
Snowden Capital Advisors LLC
Seven Eight Capital, Lp
Atlas Private Wealth Advisors
Wolverine Trading, Llc
Benjamin Edwards Inc
Virtu Financial LLC
Parallax Volatility Advisers, L.P.
NELAX - Nuveen Equity Long/Short Fund Class A
Oak Thistle LLC
Afton Capital Management Llc
Vestcor Inc
RPG Investment Advisory, LLC
Sheaff Brock Investment Advisors, LLC
Pacer Advisors, Inc.
Delta Investment Management, LLC
Bay Harbor Wealth Management, LLC
J. Goldman & Co LP
Forum Financial Management, LP
Arkadios Wealth Advisors
Voloridge Investment Management, Llc
O'Dell Group, LLC
First Quadrant L P/ca
IronBridge Private Wealth, LLC
Kowal Investment Group, LLC
RYTIX - Technology Fund Investor Class
Gsa Capital Partners Llp
Fulcrum Equity Management
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income
Symmetry Peak Management Llc
Wealthsource Partners, Llc
Institute for Wealth Management, LLC.
King Luther Capital Management Corp
Henrickson Nauta Wealth Advisors, Inc.
Krs Capital Management, Llc
Canton Hathaway, LLC

Recent Quarter 220 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Fort Pitt Capital Group, Llc	1,149,303	45.70	1,057,229	60.63
AASCX - Thrivent Mid Cap Stock Fund Class A	1,051,543	55.17	960,166	66.31
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A	711,340	55.17	720,370	66.31
CMIDX - Congress Mid Cap Growth Fund Retail Class	550,000	55.17	550,000	66.31
North Growth Management Ltd.	494,000	45.73	494,000	60.67
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class	477,445	55.17	488,895	66.31
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class	460,729	55.17	400,923	66.31
VEXPX - VANGUARD EXPLORER FUND Investor Shares	458,743	55.17	458,743	66.31
CABDX - AB RELATIVE VALUE FUND, INC. Class A	405,414	55.17	456,474	66.31
AVFIX - American Beacon Small Cap Value Fund Institutional Class	387,135	55.17	380,555	66.31
Peregrine Capital Management Llc	382,471	45.70	382,718	60.63
FSMDX - Fidelity Mid Cap Index Fund	378,264	55.17	347,994	66.31
SCHM - Schwab U.S. Mid-Cap ETF	375,989	50.82	369,458	68.42
GTCSX - Small Cap Equity Portfolio Advisor	298,532	55.17	300,314	66.31
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	293,050	55.17	293,050	66.31
KTCIX - DWS Science and Technology Fund Institutional Class	289,911	55.17	289,911	66.31
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	268,852	55.17	268,852	66.31
Trinity Street Asset Management LLP	257,102	45.70	224,152	60.63
AASMX - Thrivent Small Cap Stock Fund Class A	235,253	55.17	216,602	66.31
GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares	215,908	55.17	195,921	66.31

Recent Quarter 7 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
PXQ - Invesco Dynamic Networking ETF	19,163	55.16	21,167	54.28
Brookstone Capital Management	4,306	47.38	0
SPUSX - Symmetry Panoramic US Equity Fund Class I Shares	2,064	68.31	429	67.60
JDIV - JPMorgan U.S. Dividend ETF	650	55.38	447	53.69
FVCIX - Fidelity Flex Large Cap Value II Fund	582	54.98	1,895	54.35
Allworth Financial LP	282	46.10	0
NSFDX - Natixis Sustainable Future 2020 Fund Class N	33	60.61	34	58.82

Recent Quarter 97 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Fort Pitt Capital Group, Llc	92,074	1,149,303	45.70	1,057,229	60.63	8.71
AASCX - Thrivent Mid Cap Stock Fund Class A	91,377	1,051,543	55.17	960,166	66.31	9.52
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class	59,806	460,729	55.17	400,923	66.31	14.92
Parsec Financial Management, Inc.	41,411	119,581	45.70	78,170	60.62	52.98
Trinity Street Asset Management LLP	32,950	257,102	45.70	224,152	60.63	14.70
FSMDX - Fidelity Mid Cap Index Fund	30,270	378,264	55.17	347,994	66.31	8.70
GTLOX - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares	19,987	215,908	55.17	195,921	66.31	10.20
AASMX - Thrivent Small Cap Stock Fund Class A	18,651	235,253	55.17	216,602	66.31	8.61
MAI Capital Management	16,460	31,000	45.71	14,540	60.66	113.20
Brinker Capital Investments, LLC	13,594	83,505	45.70	69,911	60.63	19.44
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	11,886	15,520	55.15	3,634	66.32	327.08
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class	9,400	49,700	55.17	40,300	66.30	23.33
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	7,962	122,588	55.17	114,626	66.31	6.95
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF	6,775	164,967	55.17	158,192	66.31	4.28
AVFIX - American Beacon Small Cap Value Fund Institutional Class	6,580	387,135	55.17	380,555	66.31	1.73
SCHM - Schwab U.S. Mid-Cap ETF	6,531	375,989	50.82	369,458	68.42	1.77
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	6,445	76,360	55.17	69,915	66.31	9.22
CSMOX - Chiron SMid Opportunities Fund Class I Shares	6,270	13,923	55.16	7,653	66.25	81.93
PMPRX - MidCap Value Fund I R-3	5,630	11,464	55.13	5,834	66.34	96.50
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	5,595	8,312	50.77	2,717	60.36	205.93

Recent Quarter 70 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Strs Ohio	54,258	70,414	45.69	124,672	60.62	-43.52
CABDX - AB RELATIVE VALUE FUND, INC. Class A	51,060	405,414	55.17	456,474	66.31	-11.19
REBYX - U.S. Small Cap Equity Fund Class Y	25,272	4,733	55.14	30,005	66.32	-84.23
Hohimer Wealth Management, Llc	24,214	18,817	45.70	43,031	60.63	-56.27
Allspring Global Investments Holdings, LLC	16,888	3,736	45.50	20,624	60.61	-81.89
Beacon Investment Advisory Services, Inc.	15,449	138,658	45.70	154,107	60.63	-10.02
DFAC - Dimensional U.S. Core Equity 2 ETF	14,511	152,667	55.17	167,178	66.31	-8.68
GoalVest Advisory LLC	13,568	1,258	45.31	14,826	60.64	-91.51
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A	12,235	169,282	55.17	181,517	66.31	-6.74
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class	11,450	477,445	55.17	488,895	66.31	-2.34
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	10,227	16,769	55.16	26,996	66.31	-37.88
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A	9,030	711,340	55.17	720,370	66.31	-1.25
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF	8,889	35,176	55.18	44,065	66.31	-20.17
New Mexico Educational Retirement Board	8,300	23,900	45.69	32,200	60.62	-25.78
Sargent Bickham Lagudis LLC	8,214	63,262	45.70	71,476	60.62	-11.49
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	5,677	4,225	50.89	9,902	68.37	-57.33
JPUS - JPMorgan Diversified Return U.S. Equity ETF	5,674	34,415	55.18	40,089	66.30	-14.15
FNX - First Trust Mid Cap Core AlphaDEX Fund	5,451	25,243	55.18	30,694	66.30	-17.76
WEBL - Direxion Daily Dow Jones Internet Bull 3X Shares	5,295	21,077	55.18	26,372	66.32	-20.08
SCHX - Schwab U.S. Large-Cap ETF	5,270	121,130	50.82	126,400	68.42	-4.17

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
SG3 Management, LLC	0
Jefferies Group LLC	0

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Wolverine Trading, Llc	0
Symmetry Peak Management Llc	0
Two Sigma Investments, Lp	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 1 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Washington Capital Management Inc	1,900	11,000	9,100	20.88

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 5 New Institutes added position

Name	Shares	PPS
Artemis Investment Management LLP	647,179	45.78
FNDX - Schwab Fundamental U.S. Large Company Index ETF	37,147	50.83
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A	33,176	50.82
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional	16,998	50.83
Steward Financial Group LLC	500	44.00

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Gemmer Asset Management LLC	313	57.51
Jackson Square Capital, Llc	62,803	60.63

Past Week 44 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Fort Pitt Capital Group, Llc	1,149,303	45.70	1,057,229	60.63
Peregrine Capital Management Llc	382,471	45.70	382,718	60.63
SCHM - Schwab U.S. Mid-Cap ETF	375,989	50.82	369,458	68.42
Trinity Street Asset Management LLP	257,102	45.70	224,152	60.63
DLCFX - Destinations Large Cap Equity Fund Class I	203,181	50.82	207,177	68.42
NTIAX - Columbia Mid Cap Index Fund Class A	199,382	50.82	198,720	68.42
Grimes & Company, Inc.	182,010	45.70	177,207	60.63
Beacon Investment Advisory Services, Inc.	138,658	45.70	154,107	60.63
SCHG - Schwab U.S. Large-Cap Growth ETF	135,574	50.82	131,914	68.42
Front Street Capital Management, Inc.	123,918	45.70	123,915	60.65
SCHX - Schwab U.S. Large-Cap ETF	121,130	50.82	126,400	68.42
SCHB - Schwab U.S. Broad Market ETF	78,018	50.82	77,595	68.42
Strs Ohio	70,414	45.69	124,672	60.62
TARKX - Tarkio Fund	48,600	50.82	48,600	68.42
Harbour Capital Advisors, LLC	45,697	45.69	45,417	60.64
Oregon Public Employees Retirement Fund	44,653	45.71	49,685	60.62
Truist Financial Corp	42,313	45.71	41,322	60.62
First Hawaiian Bank	42,112	45.71	42,077	60.65
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class	41,495	50.83	38,673	68.42
Louisiana State Employees Retirement System	40,000	49.25	40,600	57.68
ABPAX - AB Conservative Wealth Strategy Class A	30,820	50.81	31,198	68.43
Guyasuta Investment Advisors Inc	25,787	45.68	25,630	60.63
New Mexico Educational Retirement Board	23,900	45.69	32,200	60.62
Hohimer Wealth Management, Llc	18,817	45.70	43,031	60.63
VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W	18,752	50.82	17,452	68.42
RWK - Invesco S&P MidCap 400 Revenue ETF	14,962	50.80	11,253	68.43
SCHK - Schwab 1000 Index ETF	8,581	50.81	8,274	68.41
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	8,312	50.77	2,717	60.36
SPMIX - S&P MidCap Index Fund Direct Shares	8,202	50.84	8,202	68.40
Stratos Wealth Partners, LTD.	5,645	45.70	5,524	60.64
Marketfield Asset Management LLC	4,597	45.68	4,597	60.69
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	4,225	50.89	9,902	68.37
Geneos Wealth Management Inc.	4,012	45.61	4,456	60.59
Allspring Global Investments Holdings, LLC	3,736	45.50	20,624	60.61
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF	3,062	50.95	2,523	68.57
Toth Financial Advisory Corp	2,000	45.50	2,000	60.50
Hexagon Capital Partners LLC	1,457	45.98	1,457	60.40
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	1,421	50.67	1,310	68.70
DSHFX - Destinations Shelter Fund Class I	1,390	51.08	1,390	68.35
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	1,297	50.89	1,160	68.10
Coastal Capital Group, Inc.	782	46.04	782	60.10
Spire Wealth Management	448	44.64	448	60.27
Umb Bank N A/mo	104	48.08	104	57.69
Pacifica Partners Inc.	100	50.00	100	70.00

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 21 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Fort Pitt Capital Group, Llc	92,074	1,149,303	45.70	1,057,229	60.63	8.71
Trinity Street Asset Management LLP	32,950	257,102	45.70	224,152	60.63	14.70
SCHM - Schwab U.S. Mid-Cap ETF	6,531	375,989	50.82	369,458	68.42	1.77
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A	5,595	8,312	50.77	2,717	60.36	205.93
Grimes & Company, Inc.	4,803	182,010	45.70	177,207	60.63	2.71
RWK - Invesco S&P MidCap 400 Revenue ETF	3,709	14,962	50.80	11,253	68.43	32.96
SCHG - Schwab U.S. Large-Cap Growth ETF	3,660	135,574	50.82	131,914	68.42	2.77
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class	2,822	41,495	50.83	38,673	68.42	7.30
VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W	1,300	18,752	50.82	17,452	68.42	7.45
Truist Financial Corp	991	42,313	45.71	41,322	60.62	2.40
NTIAX - Columbia Mid Cap Index Fund Class A	662	199,382	50.82	198,720	68.42	0.33
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF	539	3,062	50.95	2,523	68.57	21.36
SCHB - Schwab U.S. Broad Market ETF	423	78,018	50.82	77,595	68.42	0.55
SCHK - Schwab 1000 Index ETF	307	8,581	50.81	8,274	68.41	3.71
Harbour Capital Advisors, LLC	280	45,697	45.69	45,417	60.64	0.62
Guyasuta Investment Advisors Inc	157	25,787	45.68	25,630	60.63	0.61
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	137	1,297	50.89	1,160	68.10	11.81
Stratos Wealth Partners, LTD.	121	5,645	45.70	5,524	60.64	2.19
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	111	1,421	50.67	1,310	68.70	8.47
First Hawaiian Bank	35	42,112	45.71	42,077	60.65	0.08
Front Street Capital Management, Inc.	3	123,918	45.70	123,915	60.65	0.00

Past Week 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Strs Ohio	54,258	70,414	45.69	124,672	60.62	-43.52
Hohimer Wealth Management, Llc	24,214	18,817	45.70	43,031	60.63	-56.27
Allspring Global Investments Holdings, LLC	16,888	3,736	45.50	20,624	60.61	-81.89
Beacon Investment Advisory Services, Inc.	15,449	138,658	45.70	154,107	60.63	-10.02
New Mexico Educational Retirement Board	8,300	23,900	45.69	32,200	60.62	-25.78
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	5,677	4,225	50.89	9,902	68.37	-57.33
SCHX - Schwab U.S. Large-Cap ETF	5,270	121,130	50.82	126,400	68.42	-4.17
Oregon Public Employees Retirement Fund	5,032	44,653	45.71	49,685	60.62	-10.13
DLCFX - Destinations Large Cap Equity Fund Class I	3,996	203,181	50.82	207,177	68.42	-1.93
Louisiana State Employees Retirement System	600	40,000	49.25	40,600	57.68	-1.48
Geneos Wealth Management Inc.	444	4,012	45.61	4,456	60.59	-9.96
ABPAX - AB Conservative Wealth Strategy Class A	378	30,820	50.81	31,198	68.43	-1.21
Peregrine Capital Management Llc	247	382,471	45.70	382,718	60.63	-0.06

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name