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 | 1,670 | 61.00 | 60.93 | 61.01 |
| Previous Quarter | 1,737 | 63.00 | 60.94 | 61.43 |
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 | 18 | 273 | 263 | 5 | 99 | 102 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 2 | 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 | 2 | 10 | 56 | 4 | 19 | 24 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 64,786,638 | 18.03 | 29.69 | 73,863,626 | 20.56 | 60.95 |
| Previous Quarter | 31,366,486 | 8.73 | 61.33 | 73,587,239 | 20.48 | 60.98 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 39,651,041 | |
| Vanguard Group Inc | 37,557,116 | 60.93 |
| VANGUARD GROUP INC | 36,567,233 | |
| BlackRock Inc. | 33,420,429 | |
| BlackRock Inc. | 29,702,419 | 60.93 |
| Price T Rowe Associates Inc /md/ | 27,487,858 | 60.93 |
| WELLINGTON MANAGEMENT GROUP LLP | 22,204,547 | |
| Wellington Management Group Llp | 21,555,631 | 60.93 |
| Royal Bank Of Canada | 17,585,960 | 60.93 |
| State Street Corp | 13,954,396 | 60.93 |
| Flossbach Von Storch Ag | 12,492,886 | 60.93 |
| Viking Global Investors Lp | 12,033,157 | 60.93 |
| VWELX - VANGUARD WELLINGTON FUND Investor Shares | 11,663,565 | 64.75 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 9,828,750 | 60.93 |
| Fmr Llc | 9,578,709 | 60.93 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 7,845,402 | 60.93 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 7,745,559 | 60.93 |
| Massachusetts Financial Services Co /ma/ | 6,973,337 | 60.93 |
| Geode Capital Management, Llc | 6,676,582 | 60.78 |
| Citadel Advisors Llc | 6,634,313 | 60.93 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 37,557,116 | 60.93 |
| BlackRock Inc. | 29,702,419 | 60.93 |
| Price T Rowe Associates Inc /md/ | 27,487,858 | 60.93 |
| Wellington Management Group Llp | 21,555,631 | 60.93 |
| Royal Bank Of Canada | 17,585,960 | 60.93 |
| State Street Corp | 13,954,396 | 60.93 |
| Flossbach Von Storch Ag | 12,492,886 | 60.93 |
| Viking Global Investors Lp | 12,033,157 | 60.93 |
| VWELX - VANGUARD WELLINGTON FUND Investor Shares | 11,663,565 | 64.75 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 9,828,750 | 60.93 |
| Fmr Llc | 9,578,709 | 60.93 |
| VFINX - Vanguard 500 Index Fund Investor Shares | 7,845,402 | 60.93 |
| VIMSX - Vanguard Mid-Cap Index Fund Investor Shares | 7,745,559 | 60.93 |
| Massachusetts Financial Services Co /ma/ | 6,973,337 | 60.93 |
| Geode Capital Management, Llc | 6,676,582 | 60.78 |
| Citadel Advisors Llc | 6,634,313 | 60.93 |
| Champlain Investment Partners, LLC | 5,694,425 | 60.93 |
| Artisan Partners Limited Partnership | 5,615,852 | 60.93 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 4,611,000 | 60.93 |
| Northern Trust Corp | 4,128,443 | 60.93 |
| Name | Shares | PPS |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 39,651,041 | |
| VANGUARD GROUP INC | 36,567,233 | |
| WELLINGTON MANAGEMENT GROUP LLP | 22,204,547 | |
| Capital Investment Services of America, Inc. | 318,829 | 54.38 |
| VGPMX - Vanguard Global Capital Cycles Fund Investor Shares | 266,231 | 57.50 |
| Bokf, Na | 102,414 | 60.93 |
| FSAEX - Fidelity Series All-Sector Equity Fund | 69,800 | 57.51 |
| RSEAX - U.S. Strategic Equity Fund Class A | 50,768 | 57.50 |
| PBAIX - Blackrock Tactical Opportunities Fund Institutional | 9,537 | 57.46 |
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 5,518 | 57.45 |
| QLC - FlexShares US Quality Large Cap Index Fund | 2,583 | 57.68 |
| Atticus Wealth Management, Llc | 685 | 54.01 |
| IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF | 520 | 57.69 |
| ACG Wealth | 404 | 54.46 |
| CPI - IQ Real Return ETF | 118 | 59.32 |
| Heritage Financial Services, LLC | 80 | 50.00 |
| Steward Financial Group LLC | 58 | 51.72 |
| State of Wyoming | 0 |
| Name | Shares | PPS |
|---|---|---|
| Millennium Management Llc | 1,693,163 | 60.93 |
| Ardevora Asset Management LLP | 988,207 | 60.93 |
| FRSGX - Franklin Small-mid Cap Growth Fund Class A | 650,500 | 75.71 |
| Two Sigma Investments, Lp | 600,095 | 60.93 |
| Covea Finance | 336,299 | 60.93 |
| FISCX - Franklin Convertible Securities Fund Class A | 334,259 | 75.71 |
| Capital Investment Services of America, Inc. | 318,046 | 76.29 |
| Artemis Investment Management LLP | 220,882 | 60.88 |
| Bnp Paribas Arbitrage, Sa | 150,605 | 60.93 |
| Bokf, Na | 102,414 | 60.93 |
| NULV - Nuveen ESG Large-Cap Value ETF | 88,816 | 75.71 |
| B. Metzler seel. Sohn & Co. Holding AG | 68,962 | 70.58 |
| Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 | 67,800 | 70.58 |
| PEAK6 Investments LLC | 55,100 | 60.93 |
| Paloma Partners Management Co | 47,520 | 60.92 |
| NEWFX - NEW WORLD FUND INC Class A | 37,300 | 75.71 |
| Bradley Mark J. | 35,269 | 60.93 |
| AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 | 31,460 | 70.57 |
| Aaron Wealth Advisors LLC | 30,769 | 16.41 |
| Walleye Trading LLC | 20,600 | 60.92 |
| Point72 Hong Kong Ltd | 18,886 | 60.94 |
| Point72 Hong Kong Ltd | 18,886 | 60.94 |
| Wolverine Trading, Llc | 17,500 | 62.11 |
| MML Series Investment Fund II - MML Special Situations Fund Class II | 14,390 | 70.60 |
| Symmetry Investments LP | 13,752 | 60.94 |
| NorthCoast Asset Management LLC | 13,735 | 70.62 |
| DNLDX - BNY Mellon Active MidCap Fund Class A | 11,990 | 70.56 |
| Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) | 11,228 | 70.54 |
| SENT - AdvisorShares Alpha DNA Equity Sentiment ETF | 10,946 | 70.53 |
| Group One Trading, L.p. | 7,500 | 60.93 |
| World Asset Management Inc | 7,415 | 70.53 |
| Arthur M. Cohen & Associates, Llc | 6,279 | 61.00 |
| IBM Retirement Fund | 5,227 | 60.84 |
| Redwood Investments, LLC | 3,640 | 60.99 |
| Regent Investment Management LLC | 3,534 | 60.84 |
| Transcend Wealth Collective, Llc | 3,317 | 60.90 |
| FVCIX - Fidelity Flex Large Cap Value II Fund | 2,987 | 70.64 |
| GAOAX - JPMorgan Global Allocation Fund Class A | 2,825 | 75.75 |
| Berman Capital Advisors, LLC | 2,586 | 70.38 |
| GARIX - Gotham Absolute Return Fund Institutional Class | 2,500 | 70.40 |
| Bbva Usa | 2,465 | 70.59 |
| NuWave Investment Management, LLC | 1,867 | 61.06 |
| AAINX - Thrivent Opportunity Income Plus Fund Class A | 1,259 | 75.46 |
| GENIX - Gotham Enhanced Return Fund Institutional Class | 1,193 | 70.41 |
| Thompson Siegel & Walmsley Llc | 900 | 61.11 |
| AABFX - Thrivent Balanced Income Plus Fund Class A | 843 | 75.92 |
| Cutler Group LP | 800 | |
| RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity | 592 | 70.95 |
| Carroll Financial Associates, Inc. | 564 | 74.47 |
| RYSRX - Guggenheim Long Short Equity Fund Class P | 400 | 70.00 |
| GDMYX - Defensive Market Strategies Fund Institutional | 303 | 69.31 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 285 | 70.18 |
| IFP Advisors, Inc | 263 | 79.85 |
| GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares | 252 | 71.43 |
| Clear Street Markets Llc | 252 | 59.52 |
| GONIX - Gotham Neutral Fund Institutional Class | 228 | 70.18 |
| Gemmer Asset Management LLC | 224 | 58.04 |
| Sonora Investment Management, LLC | 200 | 70.00 |
| First Bank & Trust | 140 | 64.29 |
| Tarbox Family Office, Inc. | 115 | 60.87 |
| First National Bank of South Miami | 107 | 65.42 |
| Marquette Asset Management, LLC | 100 | 60.00 |
| Money Concepts Capital Corp | 59 | 67.80 |
| Crescent Capital Consulting, LLC | 53 | 75.47 |
| Wealth Quarterback LLC | 52 | |
| Heritage Wealth Management, Llc | 10 | 100.00 |
| Country Trust Bank | 5 | |
| GVALX - Gotham Large Value Fund Institutional Class | 2 | |
| GESGX - Gotham ESG Large Value Fund Institutional Class | 2 | |
| Capitolis Advisors LLC | ||
| Thompson Davis & Co., Inc. | ||
| Tuttle Tactical Management LLC | ||
| Pacitti Group Inc. | ||
| Meiji Yasuda Life Insurance Co | ||
| Douglass Winthrop Advisors, LLC | ||
| AIVSX - INVESTMENT CO OF AMERICA Class A | ||
| Marcum Wealth, LLC | ||
| Sculptor Capital LP | ||
| Marshall Wace North America L.P. | ||
| Alps Advisors Inc | ||
| AGGAX - INVESCO Global Growth Fund Class A | ||
| CX Institutional | ||
| Enterprise Financial Services Corp | ||
| Dynamic Technology Lab Private Ltd | ||
| Mendel Money Management | ||
| Bp Plc | ||
| CWM Advisors, LLC | ||
| Virtu Financial LLC | ||
| Twin Tree Management, LP | ||
| Pendal Group Ltd | ||
| Moneta Group Investment Advisors Llc | ||
| Lombard Odier Asset Management (Switzerland) SA | ||
| Advisory Services Network, LLC | ||
| Kemnay Advisory Services Inc. | ||
| Oakworth Capital, Inc. | ||
| Trexquant Investment LP | ||
| PGGM Investments | ||
| Dark Forest Capital Management Lp | ||
| Quadrature Capital Ltd | ||
| AE Wealth Management LLC | ||
| Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A | ||
| Heritage Wealth Advisors | ||
| Berkshire Bank | ||
| Capital Advisors, Ltd. LLC | ||
| Btr Capital Management Inc | ||
| Pensionfund DSM Netherlands | ||
| Cutler Capital Management, LLC | ||
| C M Bidwell & Associates Ltd | ||
| Jackson Square Capital, Llc | ||
| Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) | ||
| O'shaughnessy Asset Management, Llc | ||
| CoreCap Advisors, LLC | ||
| William Blair Investment Management, Llc | ||
| Parkwood LLC | ||
| Grandfield & Dodd, Llc | ||
| Phoenix Wealth Advisors | ||
| Farmers Trust Co | ||
| Colony Group Llc | ||
| Acadian Asset Management Llc | ||
| Offit Capital Advisors Llc | ||
| SRS Capital Advisors, Inc. | ||
| Livingston Group Asset Management CO (operating as Southport Capital Management) | ||
| Trust Co Of Oklahoma | ||
| Mcdonald Partners Llc | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| MUFG Securities EMEA plc | ||
| Cornerstone Advisory, LLC | ||
| Snowden Capital Advisors LLC | ||
| Edgemoor Investment Advisors, Inc. | ||
| Maverick Capital Ltd | ||
| FORA Capital, LLC | ||
| Enlightenment Research, LLC | ||
| Achmea Investment Management B.V. | ||
| Haverford Trust Co | ||
| Rosenbaum Jay D. | ||
| Teza Capital Management LLC | ||
| Confluence Wealth Services, Inc. | ||
| Carderock Capital Management Inc | ||
| Voloridge Investment Management, Llc | ||
| Regency Capital Management Inc.\DE | ||
| Asahi Life Asset Management Co., Ltd. | ||
| BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A | ||
| Jacobi Capital Management LLC | ||
| Apollon Wealth Management, LLC | ||
| Employees Retirement System of Texas | ||
| Atom Investors LP | ||
| Segall Bryant & Hamill, Llc | ||
| Beck Bode, LLC | ||
| True North Advisors, LLC | ||
| Ahl Investment Management, Inc. | ||
| National Asset Management, Inc. | ||
| FNY Investment Advisers, LLC | ||
| Cassady Schiller Wealth Management, LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Atlantic Union Bankshares Corp | ||
| Parallax Volatility Advisers, L.P. | ||
| Baldwin Brothers Inc/ma | ||
| Abacus Planning Group, Inc. | ||
| Ellis Investment Partners, LLC | ||
| RGT Wealth Advisors, LLC | ||
| Absolute Capital Management, LLC | ||
| Commons Capital, Llc | ||
| Agf Investments Inc. | ||
| Arosa Capital Management LP | ||
| Norges Bank | ||
| Standard Family Office LLC | ||
| Evolution Wealth Advisors, LLC | ||
| Alyeska Investment Group, L.P. | ||
| Page Arthur B | ||
| Signet Financial Management, Llc | ||
| AGF Investments LLC | ||
| D1 Capital Partners L.P. | ||
| Condor Capital Management | ||
| Harel Insurance Investments & Financial Services Ltd. | ||
| Centiva Capital, LP | ||
| First Citizens Bank & Trust Co | ||
| Macroview Investment Management Llc | ||
| Amplius Wealth Advisors, LLC | ||
| Valmark Advisers, Inc. | ||
| Everence Capital Management Inc | ||
| Baldrige Asset Management LLC | ||
| Summit Wealth Group, LLC | ||
| Cetera Investment Advisers | ||
| First PREMIER Bank | ||
| DEF - Invesco Defensive Equity ETF | ||
| BIBL - Inspire 100 ETF | ||
| Spectrum Asset Management, Inc. (NB/CA) | ||
| Renaissance Investment Group LLC | ||
| Resolute Advisors LLC | ||
| Pacifica Partners Inc. | ||
| Albion Financial Group /ut | ||
| West Branch Capital LLC | ||
| Highland Capital Management, Llc | ||
| Arkadios Wealth Advisors | ||
| Morningstar Funds Trust - Morningstar Alternatives Fund | ||
| AMG National Trust Bank | ||
| Moloney Securities Asset Management, LLC | ||
| Two Sigma Securities, Llc | ||
| TriaGen Wealth Management LLC | ||
| Walleye Capital LLC | ||
| Stephens Inc /ar/ | ||
| Lido Advisors, LLC | ||
| Better Money Decisions, LLC | ||
| Sigma Planning Corp | ||
| Tudor Investment Corp Et Al | ||
| UTRN - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | ||
| SG3 Management, LLC | ||
| Assenagon Asset Management S.A. | ||
| Tudor Investment Corp Et Al | ||
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | ||
| Horizon Investments, LLC | ||
| Scopus Asset Management, L.p. | ||
| Lazard Asset Management Llc | ||
| Waratah Capital Advisors Ltd. | ||
| Western Pacific Wealth Management, LP | ||
| Scopus Asset Management, L.p. | ||
| FIL Ltd | ||
| Concorde Financial Corp | ||
| Meridian Wealth Partners, LLC | ||
| Cetera Advisor Networks LLC | ||
| RMB Capital Management, LLC | ||
| American Century Companies Inc | ||
| Conning Inc. | ||
| Allegheny Financial Group LTD | ||
| Consolidated Planning Corp | ||
| Mandatum Life Insurance Co Ltd | ||
| Alpha DNA Investment Management LLC | ||
| WestEnd Advisors, LLC | ||
| FAAAX - Franklin K2 Alternative Strategies Fund Class A | ||
| Arrowstreet Capital, Limited Partnership | ||
| Dougherty Wealth Advisers LLC | ||
| Mystic Asset Management, Inc. | ||
| BRYN MAWR TRUST Co | ||
| Maven Securities LTD | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| State of Wyoming | ||
| Alpine Global Management, LLC | ||
| AMP Capital Investors Ltd | ||
| Old Mission Capital Llc | ||
| Modera Wealth Management, LLC | ||
| Charter Trust Co | ||
| Kolinsky Wealth Management, LLC | ||
| Brown Advisory Securities, LLC | ||
| Maven Securities LTD | ||
| Mirabella Financial Services Llp | ||
| Roosevelt Investment Group Llc | ||
| Parallax Volatility Advisers, L.P. | ||
| MSD Partners, L.P. | ||
| Jump Financial, LLC | ||
| Spears Abacus Advisors LLC | ||
| American National Registered Investment Advisor, Inc. | ||
| Rafferty Asset Management, LLC | ||
| Baker Boyer National Bank | ||
| Cowa, Llc | ||
| Parallax Volatility Advisers, L.P. | ||
| Wagner Wealth Management, Llc | ||
| Cartenna Capital, LP | ||
| Keebeck Alpha, LP | ||
| Richwood Investment Advisors, LLC | ||
| HAP Trading, LLC | ||
| Resources Investment Advisors, LLC. | ||
| Systematic Alpha Investments, LLC | ||
| Koshinski Asset Management, Inc. | ||
| Masso Torrence Wealth Management Inc. | ||
| Cornerstone Advisors Inc | ||
| Fractal Investments LLC | ||
| Tiaa, Fsb | ||
| Jade Capital Advisors, LLC | ||
| AIA Group Ltd | ||
| Evercore Wealth Management, LLC | ||
| J. Goldman & Co LP | ||
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class | 70.71 | |
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | 70.56 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| BlackRock Inc. | 33,420,429 | 29,702,419 | 60.93 | |
| BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A | 1,677,489 | 57.50 | 1,956,551 | 70.54 |
| RSP - Invesco S&P 500 Equal Weight ETF | 1,154,783 | 57.50 | 874,718 | 70.54 |
| FSMDX - Fidelity Mid Cap Index Fund | 801,833 | 57.50 | 736,908 | 70.54 |
| Wedge Capital Management L L P/nc | 669,203 | 54.38 | 629,659 | 60.93 |
| SWPPX - Schwab S&P 500 Index Fund | 649,522 | 57.50 | 636,954 | 70.54 |
| FMCSX - Fidelity Mid-Cap Stock Fund | 637,491 | 57.50 | 639,523 | 70.54 |
| Crestwood Advisors Group LLC | 465,464 | 54.38 | 462,186 | 60.93 |
| FEQIX - Fidelity Equity-Income Fund | 453,341 | 57.50 | 514,467 | 70.54 |
| FCLAX - Fidelity Advisor Industrials Fund Class A | 354,275 | 57.50 | 456,275 | 70.54 |
| Gillespie Robinson & Grimm Inc | 325,709 | 54.38 | 426,606 | 60.93 |
| Ferguson Wellman Capital Management, Inc | 316,558 | 54.38 | 559,213 | 60.93 |
| Mountain Pacific Investment Advisers Inc/id | 286,766 | 54.38 | 286,783 | 60.93 |
| FGRIX - Fidelity Growth & Income Portfolio | 273,088 | 57.50 | 228,788 | 70.54 |
| Dfa Investment Trust Co - The U.s. Large Cap Value Series | 270,555 | 57.50 | 270,555 | 70.54 |
| TIEIX - TIAA-CREF Equity Index Fund Institutional Class | 256,298 | 57.50 | 241,773 | 70.54 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 253,056 | 57.50 | 253,056 | 70.54 |
| MSOAX - MainStay MacKay Common Stock Fund Class A | 238,502 | 57.50 | 247,017 | 70.54 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 210,263 | 57.50 | 210,263 | 70.54 |
| DSMFX - Destinations Small-Mid Cap Equity Fund Class I | 206,700 | 61.77 | 143,000 | 64.75 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Davis-rea Ltd. | 27,590 | 54.37 | 46,489 | 49.52 |
| Trust Co Of Vermont | 1,253 | 54.27 | 0 | |
| Financial Management Professionals, Inc. | 55 | 54.55 | 0 | |
| Tradewinds Capital Management, LLC | 32 | 62.50 | 1,138 | 60.63 |
| Bogart Wealth, LLC | 28 | 71.43 | 628 | 60.51 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Tudor Investment Corp Et Al | 0 |
| Name | Previous Calls |
|---|---|
| HAP Trading, LLC | 0 |
| SG3 Management, LLC | 0 |
| 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 |
|---|
| Name | Shares | PPS |
|---|---|---|
| Heritage Financial Services, LLC | 80 | 50.00 |
| Steward Financial Group LLC | 58 | 51.72 |
| Name | Shares | PPS |
|---|---|---|
| Thompson Siegel & Walmsley Llc | 900 | 61.11 |
| First Bank & Trust | 140 | 64.29 |
| Aaron Wealth Advisors LLC | 30,769 | 16.41 |
| Tarbox Family Office, Inc. | 115 | 60.87 |
| Arthur M. Cohen & Associates, Llc | 6,279 | 61.00 |
| Money Concepts Capital Corp | 59 | 67.80 |
| IBM Retirement Fund | 5,227 | 60.84 |
| Covea Finance | 336,299 | 60.93 |
| Gemmer Asset Management LLC | 224 | 58.04 |
| Artemis Investment Management LLP | 220,882 | 60.88 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc/id | 286,766 | 54.38 | 286,783 | 60.93 |
| DSMFX - Destinations Small-Mid Cap Equity Fund Class I | 206,700 | 61.77 | 143,000 | 64.75 |
| Welch & Forbes Llc | 168,829 | 54.38 | 198,780 | 60.93 |
| Truist Financial Corp | 127,793 | 54.38 | 129,325 | 60.94 |
| Middleton & Co Inc/ma | 117,705 | 54.38 | 118,067 | 60.93 |
| Sandy Spring Bank | 87,912 | 54.38 | 90,750 | 60.93 |
| Hikari Power Ltd | 72,000 | 54.38 | 70,650 | 60.93 |
| Bank Julius Baer & Co. Ltd, Zurich | 57,282 | 54.38 | 57,066 | 60.93 |
| Gulf International Bank (UK) Ltd | 49,044 | 54.52 | 48,914 | 60.92 |
| Wealthfront Advisers Llc | 46,129 | 54.37 | 7,545 | 60.83 |
| Douglas Lane & Associates, LLC | 37,887 | 54.37 | 69,795 | 60.94 |
| Hartford Investment Management Co | 34,433 | 54.37 | 33,897 | 60.92 |
| Endurance Wealth Management, Inc. | 29,637 | 54.39 | 31,501 | 60.95 |
| Tandem Capital Management Corp /adv | 29,062 | 54.37 | 29,062 | 57.81 |
| Northstar Asset Management Llc | 27,401 | 54.38 | 27,951 | 60.93 |
| Louisiana State Employees Retirement System | 22,700 | 56.61 | 22,600 | 59.96 |
| Commonwealth Equity Services, Llc | 21,962 | 54.37 | 21,552 | 60.92 |
| New Mexico Educational Retirement Board | 19,911 | 54.39 | 20,811 | 60.93 |
| Hartford Financial Management Inc. | 15,064 | 54.37 | 14,870 | 60.93 |
| Wesbanco Bank Inc | 14,900 | 54.43 | 14,900 | 60.87 |
| Family Capital Trust Co | 14,424 | 54.35 | 14,424 | 60.94 |
| MAI Capital Management | 14,315 | 54.35 | 6,017 | 60.99 |
| Brinker Capital Investments, LLC | 14,229 | 54.40 | 14,407 | 60.94 |
| Umb Bank N A/mo | 13,137 | 54.43 | 13,165 | 60.92 |
| Sumitomo Life Insurance Co | 13,056 | 54.38 | 12,872 | 60.91 |
| Rice Partnership, LLC | 11,301 | 54.42 | 12,266 | 60.90 |
| Arcadia Investment Management Corp/mi | 9,512 | 54.35 | 9,961 | 60.94 |
| First Pacific Financial | 9,439 | 54.35 | 8,974 | 60.95 |
| Tower Bridge Advisors | 8,400 | 54.40 | 10,250 | 60.98 |
| Patton Albertson Miller Group, Llc | 8,122 | 54.42 | 8,931 | 60.91 |
| Howland Capital Management Llc | 6,999 | 54.44 | 8,499 | 60.95 |
| Granite Investment Partners, LLC | 5,915 | 54.44 | 5,915 | 60.86 |
| Veriti Management LLC | 5,570 | 54.40 | 4,803 | 61.00 |
| Alpha Omega Wealth Management LLC | 4,508 | 54.35 | 4,522 | 61.03 |
| Mcrae Capital Management Inc | 4,350 | 54.48 | 4,350 | 60.92 |
| DAVENPORT & Co LLC | 4,193 | 54.38 | 4,304 | 60.87 |
| Cambridge Advisors Inc. | 3,922 | 54.31 | 4,459 | 61.00 |
| Canton Hathaway, LLC | 3,585 | 54.39 | 3,585 | 60.81 |
| TCI Wealth Advisors, Inc. | 3,209 | 54.53 | 2,811 | 60.83 |
| Ellevest, Inc. | 3,098 | 54.23 | 2,354 | 60.75 |
| DLCFX - Destinations Large Cap Equity Fund Class I | 2,575 | 61.75 | 2,799 | 64.67 |
| SPFIX - S&P 500 Index Fund Direct Shares | 2,032 | 62.01 | 2,032 | 64.96 |
| Annapolis Financial Services, LLC | 1,385 | 54.15 | 1,385 | 60.65 |
| Clean Yield Group | 963 | 54.00 | 963 | 61.27 |
| Geneos Wealth Management Inc. | 879 | 54.61 | 874 | 60.64 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 640 | 62.50 | 640 | 64.06 |
| SUPAX - DWS Multi-Asset Growth Allocation Fund Class A | 601 | 61.56 | 798 | 65.16 |
| American Research & Management Co. | 600 | 55.00 | 600 | 61.67 |
| First Command Bank | 400 | 55.00 | 400 | 60.00 |
| First Command Financial Services, Inc. | 400 | 55.00 | 400 | 60.00 |
| Field & Main Bank | 400 | 55.00 | 400 | 60.00 |
| Harbor Investment Advisory, Llc | 257 | 54.47 | 257 | 62.26 |
| Asset Dedication, LLC | 230 | 52.17 | 230 | 60.87 |
| Spire Wealth Management | 135 | 51.85 | 131 | 61.07 |
| Mv Capital Management, Inc. | 97 | 51.55 | 78 | 64.10 |
| Horan Securities, Inc. | 82 | 48.78 | 82 | 60.98 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Davis-rea Ltd. | 27,590 | 54.37 | 46,489 | 49.52 |
| Trust Co Of Vermont | 1,253 | 54.27 | 0 | |
| Tradewinds Capital Management, LLC | 32 | 62.50 | 1,138 | 60.63 |
| Bogart Wealth, LLC | 28 | 71.43 | 628 | 60.51 |
| 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 |
|---|