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 923 33.00 32.78 33.17
Previous Quarter 1,007 33.00 32.78 33.21

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 4 557 0 1 3 0
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 5 4 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 0 3 0 0 0 0
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 13,079,178 0.00 0.00 13,916,282 0.00 0.00
Previous Quarter 0 0.00 0.00 13,916,282 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
VANGUARD GROUP INC 14,006,834
BlackRock Inc. 13,079,178
Boston Partners 11,285,634
FMR LLC 8,520,214
STATE STREET CORP 6,477,774
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,157,166 32.78
IJH - iShares Core S&P Mid-Cap ETF 4,130,873 32.78
NAESX - Vanguard Small-Cap Index Fund Investor Shares 3,681,912 32.78
FLPSX - Fidelity Low-Priced Stock Fund 3,500,706 35.16
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 2,884,974 32.78
XOP - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 2,519,595 32.78
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 2,335,086 32.78
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 1,999,592 35.16
VEXMX - Vanguard Extended Market Index Fund Investor Shares 1,980,785 32.78
JVLAX - John Hancock Disciplined Value Fund Class A 1,734,416 32.78
FSOPX - Fidelity Series Small Cap Opportunities Fund 1,458,790 35.16
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,427,953 35.16
Spdr S&p Midcap 400 Etf Trust 1,333,609 32.78
ABASX - AB Discovery Value Fund Class A 1,204,088 30.45
IJJ - iShares S&P Mid-Cap 400 Value ETF 1,094,876 32.78

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
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,157,166 32.78
IJH - iShares Core S&P Mid-Cap ETF 4,130,873 32.78
NAESX - Vanguard Small-Cap Index Fund Investor Shares 3,681,912 32.78
FLPSX - Fidelity Low-Priced Stock Fund 3,500,706 35.16
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 2,884,974 32.78
XOP - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 2,519,595 32.78
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 2,335,086 32.78
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 1,999,592 35.16
VEXMX - Vanguard Extended Market Index Fund Investor Shares 1,980,785 32.78
JVLAX - John Hancock Disciplined Value Fund Class A 1,734,416 32.78
FSOPX - Fidelity Series Small Cap Opportunities Fund 1,458,790 35.16
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 1,427,953 35.16
Spdr S&p Midcap 400 Etf Trust 1,333,609 32.78
ABASX - AB Discovery Value Fund Class A 1,204,088 30.45
IJJ - iShares S&P Mid-Cap 400 Value ETF 1,094,876 32.78
FDVLX - Fidelity Value Fund 991,300 35.16
VENAX - Vanguard Energy Index Fund Admiral Shares 899,976 30.45
FSCFX - Strategic Advisers Small-Mid Cap Fund 840,457 30.45
FSMAX - Fidelity Extended Market Index Fund 784,378 30.45
FXN - First Trust Energy AlphaDEX Fund 700,612 35.16

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 14,006,834
FMR LLC 8,520,214
STATE STREET CORP 6,477,774
KBC Group NV 6,877 35.77
Name Shares PPS
FDVLX - Fidelity Value Fund 991,300 35.16
NUSC - Nuveen ESG Small-Cap ETF 166,029 33.80
B. Metzler seel. Sohn & Co. Holding AG 113,206 33.13
FAVFX - Fidelity Advisor Value Fund Class A 42,470 35.15
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 39,410 35.17
IFP Advisors, Inc 28,765 32.96
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 24,500 32.78
SLLAX - SIMT Small Cap Fund Class F 20,310 33.14
PTMC - Pacer Trendpilot US Mid Cap ETF 16,393 33.79
World Asset Management Inc 14,324 33.16
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 10,188 35.14
Homrich & Berg 7,985 33.19
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 7,600 33.16
Advisory Resource Group 6,587 39.78
Investors Research Corp 6,200 39.84
First Mercantile Trust Co 5,765 33.13
STAAA - SA PGI Asset Allocation Portfolio Class 3 4,559 33.12
Carroll Financial Associates, Inc. 3,565 32.26
Crescent Capital Consulting, LLC 3,000 33.00
Berman Capital Advisors, LLC 2,064 32.46
DEW - WisdomTree Global High Dividend Fund N/A 1,443 33.26
Reilly Financial Advisors, Llc 700 32.86
FVCIX - Fidelity Flex Large Cap Value II Fund 688 33.43
Bbva Usa 573 33.16
GENIX - Gotham Enhanced Return Fund Institutional Class 271 33.21
Clearview Wealth Advisors LLC
Citadel Advisors Llc
Summit Street Capital Management, LLC
Susquehanna International Group, Llp
Group One Trading, L.p.
Susquehanna International Group, Llp
SG3 Management, LLC
Proequities, Inc.
Credit Suisse Ag/
Group One Trading, L.p.
HAP Trading, LLC
Measured Wealth Private Client Group, LLC
Citadel Advisors Llc
Pacifica Partners Inc.
Truvestments Capital Llc
Simplex Trading, Llc
Gabelli Funds Llc
CX Institutional
Tfo-tdc, Llc
Maverick Capital Ltd
Global Retirement Partners, LLC
RTDAX - Multifactor U.S. Equity Fund Class A
Parallax Volatility Advisers, L.P.
Simplex Trading, Llc
Simplex Trading, Llc
Jane Street Group, Llc
Allworth Financial LP
JHMM - John Hancock Multifactor Mid Cap ETF
Jane Street Group, Llc
Monetary Management Group Inc
Centiva Capital, LP
Cornerstone Investment Partners, LLC
Duality Advisers, Lp
Caas Capital Management Lp
Trustcore Financial Services, Llc
William Blair Investment Management, Llc
Trustmark National Bank Trust Department
TVMAX - Guggenheim RBP Large-Cap Market Fund Class A
Red Door Wealth Management, LLC
Quantitative Investment Management, LLC
Cutler Group LP
Parisi Gray Wealth Management
Oppenheimer Asset Management Inc.
Aigen Investment Management, Lp
Two Sigma Investments, Lp
Foundry Partners, LLC
Capstone Investment Advisors, Llc
Arcadia Investment Management Corp/mi
Livforsakringsbolaget Skandia, Omsesidigt
Gamco Natural Resources, Gold & Income Trust
Capital Advisory Group Advisory Services, LLC
Alethea Capital Management, Llc
Jump Financial, LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
ASGAX - AllianzGI Global Dynamic Allocation Fund Class A
XTX Topco Ltd
LMR Partners LLP
Russell Investments Group, Ltd.
Bridgefront Capital, LLC
Harvest Investment Services, LLC
Echo Street Capital Management LLC
Wolverine Asset Management Llc
Walleye Trading LLC
PineBridge Investments, L.P.
TVRAX - Guggenheim Directional Allocation Fund Class A
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
Dorsey & Whitney Trust CO LLC
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
Value Holdings Management Co. Llc
D. E. Shaw & Co., Inc.
Capstone Investment Advisors, Llc
Transamerica Financial Advisors, Inc.
Capstone Investment Advisors, Llc
Twin Tree Management, LP
Strategic Blueprint, LLC
Schonfeld Strategic Advisors LLC
VYM - Vanguard High Dividend Yield Index Fund ETF Shares
Wealth Advisory Solutions, LLC
Contravisory Investment Management, Inc.
Hartland & Co., LLC
Walleye Trading LLC
D. E. Shaw & Co., Inc.
Tri-continental Corp
Millennium Management Llc
Sentry Investment Management Llc
Hoese & Co LLP
Wolverine Trading, Llc
USS Investment Management Ltd
Caxton Associates Lp
Wolverine Trading, Llc
Illinois Municipal Retirement Fund
Campbell & CO Investment Adviser LLC
Gamco Global Gold, Natural Resources & Income Trust
Teza Capital Management LLC
Advisory Services Network, LLC
Securian Asset Management, Inc
Dark Forest Capital Management Lp
Pinnacle Bancorp, Inc.
Dynamic Technology Lab Private Ltd
Janney Montgomery Scott LLC
Assenagon Asset Management S.A.
Level Four Advisory Services, Llc
Los Angeles Capital Management Llc
Penn Mutual Asset Management, LLC
EverSource Wealth Advisors, LLC
Charles Schwab Investment Management Inc
State of New Jersey Common Pension Fund D
Tudor Investment Corp Et Al
Old National Bancorp /in/
ProShare Advisors LLC
Ubs Asset Management Americas Inc
Gemmer Asset Management LLC
Guardian Wealth Management, Inc.
PEAK6 Investments LLC
Polar Asset Management Partners Inc.
LPL Financial LLC
Benjamin Edwards Inc
Mirae Asset Global Investments Co., Ltd.
Franklin Resources Inc
PSMPX - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class
Louisiana State Employees Retirement System
NN Investment Partners Holdings N.V.
Buckhead Capital Management Llc
State Board Of Administration Of Florida Retirement System
AdvisorNet Financial, Inc
Blueshift Asset Management, LLC
D. E. Shaw & Co., Inc.
Raymond James Trust N.a.
Millennium Management Llc
Freedman Financial Associates, Inc.
New Mexico Educational Retirement Board
Loomis Sayles & Co L P
First Trust Advisors Lp
Burney Co/
Geode Capital Management, Llc
QCSTRX - Stock Account Class R1
Royal Bank Of Canada
C M Bidwell & Associates Ltd
Corton Capital Inc.
Vision Capital Management, Inc.
Lindbrook Capital, Llc
Citigroup Inc
Financial Advantage, Inc.
Northern Trust Corp
Ameritas Investment Partners, Inc.
Berger Financial Group, Inc
Oregon Public Employees Retirement Fund
Ellis Investment Partners, LLC
Morgan Stanley
Ziegler Capital Management, LLC
Pnc Financial Services Group, Inc.
RBF Capital, LLC
Renaissance Technologies Llc
State Of Wisconsin Investment Board
Regions Financial Corp
Operose Advisors LLC
Gotham Asset Management, LLC
MetLife Investment Management, LLC
Legal & General Group Plc
Retirement Systems of Alabama
Public Employees Retirement Association Of Colorado
Easterly Investment Partners Llc
Nuveen Asset Management, LLC
Delos Wealth Advisors, LLC
Money Concepts Capital Corp
PEAK6 Investments LLC
Lsv Asset Management
Victory Capital Management Inc
Engineers Gate Manager LP
Thompson Siegel & Walmsley Llc
DWSH - AdvisorShares Dorsey Wright Short ETF
Standard Life Aberdeen plc
Stephens Inc /ar/
Deroy & Devereaux Private Investment Counsel Inc
Alberta Investment Management Corp
Y-Intercept (Hong Kong) Ltd
Squarepoint Ops LLC
Northwestern Mutual Investment Management Company, Llc
Allianz Asset Management GmbH
Cresset Asset Management, LLC
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
AGF Investments LLC
DekaBank Deutsche Girozentrale
Parallel Advisors, LLC
Public Employees Retirement System Of Ohio
HAP Trading, LLC
BDO Wealth Advisors, LLC
Jane Street Group, Llc
Profund Advisors Llc
First Republic Investment Management, Inc.
BerganKDV Wealth Management, LLC
Jfs Wealth Advisors, Llc
Ethic Inc.
GFSYX - Strategic Alternatives Fund Institutional
Edgestream Partners, L.P.
California Public Employees Retirement System
Arrowstreet Capital, Limited Partnership
Hexagon Capital Partners LLC
IHT Wealth Management, LLC
McCarthy Asset Management, Inc.
Shell Asset Management Co
Amalgamated Bank
Mutual Of America Capital Management Llc
Norges Bank
Ameriprise Financial Inc
Bartlett & Co. LLC
Nisa Investment Advisors, Llc
Curi Wealth Management, LLC
Brinker Capital Investments, LLC
CoreCommodity Management, LLC
Sierra Capital LLC
Evolution Wealth Advisors, LLC
Encompass Capital Advisors LLC
Piscataqua Savings Bank
Lmcg Investments, Llc
Ergoteles LLC
Delphia (USA) Inc.
Gables Capital Management Inc.
Foster Group, Inc.
Walleye Trading LLC
Cutler Group LP
Albion Financial Group /ut
Rafferty Asset Management, LLC
Manufacturers Life Insurance Company, The
Two Sigma Advisers, Lp
Lindenwold Advisors
South Dakota Investment Council
Cambridge Trust Co
Steward Partners Investment Advisory, Llc
Mercer Global Advisors Inc /adv
Towle & Co
Evoke Wealth, Llc
Gateway Investment Advisers Llc
National Bank Of Canada /fi/
Thomist Capital Management, LP
Utah Retirement Systems
Capital Fund Management S.a.
Advisor Group Holdings, Inc.
Sandy Spring Bank
State of Tennessee, Treasury Department
Healthcare Of Ontario Pension Plan Trust Fund
UBS Group AG
Point72 Hong Kong Ltd
QRPNX - AQR Alternative Risk Premia Fund Class N
Verition Fund Management LLC
Price T Rowe Associates Inc /md/
Prelude Capital Management, Llc
Gerber Kawasaki Wealth & Investment Management
Rhumbline Advisers
Pacific Heights Asset Management Llc
Symmetry Investments LP
Addison Advisors LLC
Guidance Point Advisors, LLC
BlackRock Inc.
Envestnet Asset Management Inc
Kovitz Investment Group Partners, LLC
Patriot Financial Group Insurance Agency, LLC
Principal Financial Group Inc
Xponance, Inc.
Capula Management Ltd
Cubist Systematic Strategies, LLC
Heartland Advisors Inc
Versant Capital Management, Inc
Carlson Capital L P
Avalon Advisors, Llc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Trexquant Investment LP
Alliancebernstein L.p.
American Trust
Lingohr & Partner Asset Management GmbH
State of Alaska, Department of Revenue
Cambridge Investment Research Advisors, Inc.
Algert Global Llc
Crossmark Global Holdings, Inc.
Point72 Asset Management, L.P.
Winton Capital Group Ltd
Stifel Financial Corp
Treasurer of the State of North Carolina
Gladius Capital Management LP
Smith, Graham & Co., Investment Advisors, LP
Barclays Plc
New York State Common Retirement Fund
Advisor Partners Llc
Front Row Advisors LLC
Liberty Wealth Management Llc
Semper Augustus Investments Group Llc
Rockefeller Capital Management L.P.
Fox Run Management, L.l.c.
Raymond James Financial Services Advisors, Inc.
DIVA - AGFiQ Hedged Dividend Income Fund
Newbridge Financial Services Group, Inc.
GPS Wealth Strategies Group, LLC
Moors & Cabot, Inc.
HB Wealth Management, LLC
Private Capital Group, LLC
Voloridge Investment Management, Llc
Commonwealth Equity Services, Llc
Alphacrest Capital Management Llc
Bnp Paribas Arbitrage, Sa
Hartford Investment Management Co
Exane Derivatives
Thrivent Financial For Lutherans
Sciencast Management LP
TQMVX - T. Rowe Price QM U.S. Value Equity Fund
Jpmorgan Chase & Co
Gradient Investments LLC
Nicollet Investment Management, Inc.
Spire Wealth Management
Huntington National Bank
Bailard, Inc.
Agf Investments Inc.
Canada Pension Plan Investment Board
Gibson Wealth Advisors LLC
Antonetti Capital Management LLC
Shelton Capital Management
Exchange Traded Concepts, Llc
SG Americas Securities, LLC
First Horizon Advisors, Inc.
Cassady Schiller Wealth Management, LLC
PEAK6 Investments LLC
Oppenheimer & Co Inc
NuWave Investment Management, LLC
B. Metzler seel. Sohn & Co. AG
Corient Capital Partners, LLC
Bank Of Nova Scotia
Jackson Hole Capital Partners, LLC
Pictet Asset Management Sa
Natixis Advisors, L.p.
Strs Ohio
King Luther Capital Management Corp
AMP Capital Investors Ltd
WASHINGTON TRUST Co
Parametric Portfolio Associates Llc
Whittier Trust Co
Ontario Teachers Pension Plan Board
Captrust Financial Advisors
McIlrath & Eck, LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Carolinas Wealth Consulting Llc
Robeco Institutional Asset Management B.V.
Narwhal Capital Management
Goldman Sachs Group Inc
Cetera Investment Advisers
New York State Teachers Retirement System
Arizona State Retirement System
Kb Financial Partners, Llc
Supplemental Annuity Collective Trust of NJ
Veritable, L.P.
Metropolitan Life Insurance Co/ny
Deutsche Bank Ag\
Yousif Capital Management, Llc
Quantbot Technologies LP
Ci Investments Inc.
Prudential Financial Inc
Panagora Asset Management Inc
SOA Wealth Advisors, LLC.
Johnson Financial Group, Inc.
California State Teachers Retirement System
Viking Fund Management Llc
Bogart Wealth, LLC
Neuberger Berman Group LLC
Federated Hermes, Inc.
Quadrature Capital Ltd
Bellwether Advisors, LLC
Cinctive Capital Management LP
Unison Advisors LLC
Hennessy Advisors Inc
Wealthfront Advisers Llc
Boston Partners
CVA Family Office, LLC
Bank Of America Corp /de/
Bessemer Group Inc
MCF Advisors LLC
Maryland State Retirement & Pension System
M&r Capital Management Inc
Laurion Capital Management LP
Hancock Whitney Corp
HITE Hedge Asset Management LLC
Robertson Opportunity Capital, LLC
Schubert & Co
Weaver C. Barksdale & Associates, Inc.
Mitsubishi UFJ Trust & Banking Corp
Nfj Investment Group, Llc
SIR Capital Management, L.P.
Arkadios Wealth Advisors
Swiss National Bank
Sei Investments Co
APG Asset Management N.V.
Northwestern Mutual Wealth Management Co
Umb Bank N A/mo
Capital Advisors, Ltd. LLC
O'shaughnessy Asset Management, Llc
Van Eck Associates Corp
Wellington Management Group Llp
Hotchkis & Wiley Capital Management Llc
State Of Michigan Retirement System
Wells Fargo & Company/mn
Invesco Ltd.
Voya Investment Management Llc
Morningstar Funds Trust - Morningstar Alternatives Fund
Hsbc Holdings Plc
NewSquare Capital LLC
Mutual Advisors, LLC
River Road Asset Management, LLC
TCTC Holdings, LLC
Macquarie Group Ltd
Two Sigma Investments, Lp
AE Wealth Management LLC
Signaturefd, Llc
TCI Wealth Advisors, Inc.
Gyon Technologies Capital Management, LP
Quantamental Technologies LLC
Teamwork Financial Advisors, LLC
CHURCHILL MANAGEMENT Corp
CENTRAL TRUST Co
James Investment Research Inc
Fieldpoint Private Securities, LLC
Teachers Retirement System Of The State Of Kentucky
Hm Payson & Co
Ensign Peak Advisors, Inc
Cambria Investment Management, L.P.
Altshuler Shaham Ltd
PQIIX - PIMCO Dividend and Income Fund Institutional Class
Bank Of Montreal /can/
Natixis
Smith Group Asset Management, LLC
Koshinski Asset Management, Inc.
Tower Research Capital LLC (TRC)
JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I
Comerica Bank
Us Bancorp \de\
ForthRight Wealth Management, LLC
Hrt Financial Lp
SCHV - Schwab U.S. Large-Cap Value ETF
Raymond James & Associates
ExodusPoint Capital Management, LP
American Century Companies Inc
Howe & Rusling Inc
Teacher Retirement System Of Texas
Paloma Partners Management Co
D.a. Davidson & Co.
Glassman Wealth Services
American International Group, Inc.
CIBC Asset Management Inc
Pacer Advisors, Inc.
Kornitzer Capital Management Inc /ks
Parkside Financial Bank & Trust
Janus Henderson Group Plc
Oakworth Capital, Inc.
Two Sigma Investments, Lp
Kestra Advisory Services, LLC
Nomura Holdings Inc
Citadel Advisors Llc
FIL Ltd
Brown Brothers Harriman & Co
Texas Permanent School Fund
Aventail Capital Group, LP
Hi-Line Capital Management, LLC
Dimensional Fund Advisors Lp
State Street Corp
Financial Management Professionals, Inc.
Benjamin F. Edwards & Company, Inc.
Jacobs Levy Equity Management, Inc
Campion Asset Management LLC
Acadian Asset Management Llc
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Financial Engines Advisors L.L.C.
Mariner, LLC
Cullen/frost Bankers, Inc.
Fmr Llc
EP Wealth Advisors, Inc.
Arkfeld Wealth Strategies, L.L.C.
Balyasny Asset Management Llc
Comprehensive Financial Consultants Institutional, Inc.
Coldstream Capital Management Inc
Commerce Bank
Heritage Investors Management Corp
Centaurus Financial, Inc.
Manchester Capital Management LLC
Salem Investment Counselors Inc
Qube Research & Technologies Ltd
SCHX - Schwab U.S. Large-Cap ETF
Axa S.a.
Rothschild Asset Management Inc
M&t Bank Corp
Cullen Capital Management, LLC
Schroder Investment Management Group
Valley National Advisers Inc
Quadrant Capital Group Llc
Lazard Asset Management Llc
Fifth Third Bancorp
Bank of New York Mellon Corp
Deseret Mutual Benefit Administrators
Truist Financial Corp
CoreCap Advisors, LLC
FourThought Financial, LLC
Virginia Retirement Systems Et Al
State of Wyoming
Credit Suisse Ag/
Eaton Vance Management
Vanguard Group Inc
NorthCrest Asset Manangement, LLC
Earnest Partners Llc
Denali Advisors Llc
Greenspring Advisors, LLC
Susquehanna International Group, Llp
Zurcher Kantonalbank (Zurich Cantonalbank)
Covestor Ltd
Cornercap Investment Counsel Inc
Great West Life Assurance Co /can/
Penn Capital Management Co Inc
Guggenheim Capital Llc
Meridian Wealth Partners, LLC
Toronto Dominion Bank
Amplius Wealth Advisors, LLC
Key Group Holdings (cayman), Ltd.
JJJ Advisors Inc.
Blume Capital Management, Inc.
Ellevest, Inc.
Aqr Capital Management Llc
Marshall Wace, Llp
Brandywine Global Investment Management, LLC
SummerHaven Investment Management, LLC
MUFG Americas Holdings Corp
Tarbox Family Office, Inc.
Geneos Wealth Management Inc.
Zions Bancorporation, N.A.
Farmers & Merchants Investments Inc
Wolverine Trading, Llc
GLBLX - Leuthold Global Fund (Retail) 25.00
JMNAX - JPMorgan Research Market Neutral Fund Class A 35.16
GRZZX - GRIZZLY SHORT FUND No Load 33.14
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Summit Global Investments 55,293 32.88 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 13,079,178 13,079,178 0 0.00
Boston Partners 11,285,634 11,285,634 0 0.00
Summit Global Investments 55,293 55,293 32.88 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Simplex Trading, Llc 0
Group One Trading, L.p. 0
Two Sigma Investments, Lp 0
Capstone Investment Advisors, Llc 0
HAP Trading, LLC 0
Name Previous Calls
SG3 Management, LLC 0
Proequities, Inc. 0
Cutler Group LP 0
Caas Capital Management Lp 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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Kestra Advisory Services, LLC
Advisory Resource Group 6,587 39.78
Investors Research Corp 6,200 39.84
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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