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 1,006 59.00 26.04 26.79
Previous Quarter 1,059 58.00 26.04 26.32

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 37 220 2 175 58 82
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 1 0 3 4 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 2 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 7 4 0 35 9 16
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 43,996,172 27.03 12.64 40,857,949 25.10 25.98
Previous Quarter 21,272,271 13.07 26.03 40,897,035 25.12 25.92

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 24,452,418
BlackRock Inc. 22,659,527
BlackRock Inc. 20,725,678 26.04
Vanguard Group Inc 20,456,859 26.04
JUPITER ASSET MANAGEMENT LTD 11,088,022
Jupiter Asset Management Ltd 11,063,218 26.04
Fmr Llc 8,090,405 26.04
State Street Corp 7,889,986 26.29
Lazard Asset Management Llc 5,944,998 26.04
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,709,993 26.04
IJH - iShares Core S&P Mid-Cap ETF 4,668,171 26.04
DVY - iShares Select Dividend ETF 4,142,012 26.07
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,131,521 26.04
Fuller & Thaler Asset Management, Inc. 3,625,429 26.04
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3,398,675 26.04
VEIPX - Vanguard Equity Income Fund Investor Shares 3,246,073 26.04
Charles Schwab Investment Management Inc 2,969,445 26.04
FNKLX - Fidelity Series Value Discovery Fund 2,835,000 26.07
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 2,699,455 26.04
Artisan Partners Limited Partnership 2,592,017 26.04

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. 20,725,678 26.04
Vanguard Group Inc 20,456,859 26.04
Jupiter Asset Management Ltd 11,063,218 26.04
Fmr Llc 8,090,405 26.04
State Street Corp 7,889,986 26.29
Lazard Asset Management Llc 5,944,998 26.04
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,709,993 26.04
IJH - iShares Core S&P Mid-Cap ETF 4,668,171 26.04
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,131,521 26.04
DVY - iShares Select Dividend ETF 3,817,819 22.86
Fuller & Thaler Asset Management, Inc. 3,625,429 26.04
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3,398,675 26.04
VEIPX - Vanguard Equity Income Fund Investor Shares 3,246,073 26.04
Charles Schwab Investment Management Inc 2,969,445 26.04
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 2,699,455 26.04
Artisan Partners Limited Partnership 2,592,017 26.04
Wellington Management Group Llp 2,584,659 26.04
Bank of New York Mellon Corp 2,538,713 26.04
Lsv Asset Management 2,373,015 26.04
VEXMX - Vanguard Extended Market Index Fund Investor Shares 2,163,781 26.04

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 24,452,418
JUPITER ASSET MANAGEMENT LTD 11,088,022
FNKLX - Fidelity Series Value Discovery Fund 2,835,000 26.07
SCHD - Schwab U.S. Dividend Equity ETF 2,099,108 35.24
FVDFX - Fidelity Value Discovery Fund 1,070,108 26.07
FDVLX - Fidelity Value Fund 602,500 26.07
FDGFX - Fidelity Dividend Growth Fund 483,500 26.07
FBCVX - Fidelity Blue Chip Value Fund 235,300 26.07
XMMO - Invesco S&P MidCap Momentum ETF 213,232 26.07
Rodgers Brothers Inc. 189,850 26.04
RDIV - Invesco S&P Ultra Dividend Revenue ETF 166,408 35.24
GCGIX - Goldman Sachs Large Cap Growth Insights Fund Institutional 123,056 26.07
FNY - First Trust Mid Cap Growth AlphaDEX Fund 89,574 26.07
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 80,703 24.81
Triasima Portfolio Management inc. 77,545 35.31
FSCFX - Strategic Advisers Small-Mid Cap Fund 75,399 24.81
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 64,374 35.25
FDVKX - Fidelity Value Discovery K6 Fund 47,392 26.08
FBCV - Fidelity Blue Chip Value ETF 35,425 26.08
FAVFX - Fidelity Advisor Value Fund Class A 27,280 26.06
Name Shares PPS
FXD - First Trust Consumer Discretionary AlphaDEX Fund 1,039,320 23.07
Invenomic Capital Management LP 823,644 21.16
Peregrine Capital Management Llc 614,714 26.04
Gilman Hill Asset Management, LLC 324,312 26.04
Rodgers Brothers Inc. 189,850 26.04
PEAK6 Investments LLC 178,400 26.04
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares 144,887 25.00
Group One Trading, L.p. 99,600 26.04
Raymond James & Associates 85,274 26.05
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 80,703 24.81
FSCFX - Strategic Advisers Small-Mid Cap Fund 75,399 24.81
O'Shares Investment Advisers, LLC 73,521 26.03
FNK - First Trust Mid Cap Value AlphaDEX Fund 32,499 23.08
PWC - Invesco Dynamic Market ETF 22,523 22.87
AdvisorNet Financial, Inc 17,041 26.05
Walleye Trading LLC 15,300 26.01
Guardian Investment Management 15,000 26.07
VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 14,628 23.65
SAOAX - Guggenheim Alpha Opportunity Fund A 13,445 24.99
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 13,203 26.05
MPGAX - MassMutual Premier Disciplined Growth Fund Class A 10,552 25.02
World Asset Management Inc 9,454 24.96
RTDAX - Multifactor U.S. Equity Fund Class A 9,023 22.83
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 8,051 24.97
IFP Advisors, Inc 7,182 23.11
RYSRX - Guggenheim Long Short Equity Fund Class P 5,447 24.97
QWVPX - Clearwater Core Equity Fund 3,900 25.13
Paladin Advisory Group, LLC 3,584 26.23
MEVIX - Lazard Managed Equity Volatility Portfolio Institutional Shares 2,888 24.93
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 2,547 25.13
Clear Street Markets Llc 700 25.71
Optimum Investment Advisors 600 26.67
Berman Capital Advisors, LLC 412 24.27
Lake Point Wealth Management 400 25.00
Spire Wealth Management 345 26.09
Bbva Usa 308 25.97
Wealth Quarterback LLC 227
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 125 24.00
Denali Advisors Llc 73 27.40
Investors Research Corp 29 34.48
Tarbox Family Office, Inc. 27 37.04
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Ninety One UK Ltd
Capstone Investment Advisors, Llc
Inscription Capital, LLC
HWMIX - Hotchkis & Wiley Mid-Cap Value Fund Class I
Elliott Investment Management L.P.
COGLX - AXS Alternative Value Fund Investor Class Shares
Healthcare Of Ontario Pension Plan Trust Fund
HWSIX - Hotchkis & Wiley Small Cap Value Fund Class I
CX Institutional
THMAX - Thrivent Moderate Allocation Fund Class A
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
Employees Retirement System of Texas
Hartland & Co., LLC
Cutler Group LP
Neuberger Berman Group LLC
Counterpoint Mutual Funds LLC
Natixis
VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares
Bluefin Capital Management, Llc
TAAAX - Thrivent Aggressive Allocation Fund Class A
Hancock Whitney Corp
PineBridge Investments, L.P.
QCGRRX - Growth Account Class R1
JPIVX - JPMorgan Intrepid Value Fund Class I
Gluskin Sheff & Assoc Inc
Two Sigma Advisers, Lp
Sovarnum Capital L.p.
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF
TBDAX - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Hillsdale Investment Management Inc.
Capstone Investment Advisors, Llc
BBISX - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
Cubic Asset Management, LLC
First Mercantile Trust Co
Jnl Series Trust - Jnl/s&p 4 Fund (a)
Two Sigma Investments, Lp
Tudor Investment Corp Et Al
Wolverine Trading, Llc
Cibc World Markets Corp
Boston Family Office Llc
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Prudential Plc
WLVLX - Wells Fargo Low Volatility U.S. Equity Fund Class A
Verition Fund Management LLC
Dark Forest Capital Management Lp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
AALGX - Thrivent Global Stock Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
DRISX - Foundry Partners Fundamental Small Cap Value Fund Institutional Class
Wolverine Trading, Llc
Dynamic Technology Lab Private Ltd
NOLCX - Northern Large Cap Core Fund
ExodusPoint Capital Management, LP
Tudor Investment Corp Et Al
Capital Investment Counsel, Inc
FCGBX - Templeton Global Balanced Fund Class C
DURPX - U.S. High Relative Profitability Portfolio Institutional Class
Public Sector Pension Investment Board
IMC-Chicago, LLC
Tudor Investment Corp Et Al
ROSC - Hartford Multifactor Small Cap ETF
Mackenzie Financial Corp
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Valeo Financial Advisors, LLC
Renaissance Technologies Llc
Hunting Hill Global Capital, LLC
IBPIX - Voya Balanced Portfolio Class I
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF
Prelude Capital Management, Llc
Eagle Bay Advisors LLC
Ruffer LLP
Blueshift Asset Management, LLC
Morningstar Funds Trust - Morningstar Alternatives Fund
AMP Capital Investors Ltd
Foundry Partners, LLC
CoreCap Advisors, LLC
Pacer Advisors, Inc.
ClariVest Asset Management LLC
Jennison Associates Llc
BNP Paribas Asset Management Holding S.A.
Metropolitan Life Insurance Co/ny
Parallax Volatility Advisers, L.P.
Fidelity National Financial, Inc.
Trexquant Investment LP
Arrowstreet Capital, Limited Partnership
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A
Panagora Asset Management Inc
Norges Bank
MARNX - Convergence Long/Short Equity Fund - Institutional Class
Islay Capital Management, Llc
Allianz Asset Management GmbH
Lingohr & Partner Asset Management GmbH
Westpac Banking Corp
Bayesian Capital Management, LP
HAP Trading, LLC
State of Wyoming
FLMFX - MUIRFIELD FUND Retail Class
Standard Life Aberdeen plc
Sterling Investment Advisors, Ltd.
Camarda Financial Advisors, LLC
Capstone Investment Advisors, Llc
Empowered Funds, LLC
Snowden Capital Advisors LLC
CLARET ASSET MANAGEMENT Corp
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Dupont Capital Management Corp
Amerivest Investment Management LLC
Shilanski & Associates, Inc.
Jacobs Levy Equity Management, Inc
Thompson Siegel & Walmsley Llc
Signet Financial Management, Llc
Qube Research & Technologies Ltd
Vident Investment Advisory, LLC
Cypress Capital, LLC
Aviance Capital Partners, LLC
Advisory Services Network, LLC
PKW - Invesco BuyBack Achievers ETF
Fulton Breakefield Broenniman Llc
Euclidean Technologies Management, LLC
IPMIX - Voya Index Plus MidCap Portfolio Class I
Capital Fund Management S.a.
Point72 Hong Kong Ltd
Cahill Financial Advisors Inc
Gyon Technologies Capital Management, LP
CBSE - Changebridge Capital Sustainable Equity ETF
Occudo Quantitative Strategies Lp
FAB - First Trust Multi Cap Value AlphaDEX Fund
Pearl River Capital, LLC
Two Sigma Investments, Lp
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
Parallax Volatility Advisers, L.P.
Fox Run Management, L.l.c.
Trilogy Capital Inc.
Aigen Investment Management, Lp
RNSC - Small Cap US Equity Select ETF
Meridian Wealth Partners, LLC
Exchange Traded Concepts, Llc
Cookson Peirce & Co Inc
Portolan Capital Management, LLC
Geneos Wealth Management Inc.
Clark Estates Inc/ny
Allegheny Financial Group LTD
Asset Management One Co., Ltd.
Invst, LLC
TSP Capital Management Group, LLC
Capital Fund Management S.a.
Baker Avenue Asset Management, LP
CBLS - Changebridge Capital Long/Short Equity ETF
Burney Co/
Duality Advisers, Lp
Two Sigma Investments, Lp
Dai-Ichi Life Insurance Company, Ltd
Capital Investment Advisory Services, LLC
Level Four Advisory Services, Llc
Sciencast Management LP
Exane Derivatives
Alphacrest Capital Management Llc
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A
APG Asset Management N.V.
XTX Topco Ltd
GTAPX - Quantitative U.S. Long/Short Equity Portfolio
GFSYX - Strategic Alternatives Fund Institutional
PTMC - Pacer Trendpilot US Mid Cap ETF
Occidental Asset Management, LLC
Oppenheimer & Co Inc
Prairiewood Capital, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
P.a.w. Capital Corp
Acadian Asset Management Llc
Integrated Wealth Concepts LLC
Echo Street Capital Management LLC
Twinbeech Capital Lp
D'Orazio & Associates, Inc.
Neo Ivy Capital Management
Enterprise Financial Services Corp
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 22,659,527 20,725,678 26.04
SVYAX - SIIT U.S. Managed Volatility Fund - Class A 6,743 24.77 161,900 24.81
Name Current Shares Current PPS Previous Shares Previous PPS
DVY - iShares Select Dividend ETF 4,142,012 26.07 3,817,819 22.86
Wedge Capital Management L L P/nc 921,474 35.32 8,507 26.10
SCHA - Schwab U.S. Small-Cap ETF 655,491 35.24 721,445 24.81
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 642,142 26.07 687,299 22.86
BIVIX - Invenomic Fund Institutional Class shares 641,847 26.07 610,606 22.86
Allspring Global Investments Holdings, LLC 578,339 35.32 409,016 26.04
DFSTX - U.s. Small Cap Portfolio - Institutional Class 447,207 26.07 447,207 22.86
FSMDX - Fidelity Mid Cap Index Fund 404,110 26.07 399,801 22.86
USISX - Income Stock Fund Shares 403,023 26.07 278,682 22.86
Sound Income Strategies, LLC 336,657 35.32 401,424 26.04
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 291,200 26.07 291,200 22.86
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 272,291 26.07 272,291 22.86
TSLCX - Transamerica Small Cap Value C 241,173 26.07 245,903 22.86
NTIAX - Columbia Mid Cap Index Fund Class A 211,811 35.24 225,271 24.81
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 203,394 26.07 203,394 22.86
Dorsey Wright & Associates 177,884 35.32 0
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 153,838 26.07 166,438 22.86
Carolina Wealth Advisors, LLC 150,468 35.32 151,218 26.04
FNX - First Trust Mid Cap Core AlphaDEX Fund 146,932 26.07 89,550 23.07
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 146,136 26.07 150,136 22.86
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 1,933,849 22,659,527 20,725,678 26.04 9.33
Wedge Capital Management L L P/nc 912,967 921,474 35.32 8,507 26.10 10731.95
DVY - iShares Select Dividend ETF 324,193 4,142,012 26.07 3,817,819 22.86 8.49
Dorsey Wright & Associates 177,884 177,884 35.32 0 0.00
Allspring Global Investments Holdings, LLC 169,323 578,339 35.32 409,016 26.04 41.40
USISX - Income Stock Fund Shares 124,341 403,023 26.07 278,682 22.86 44.62
Wbi Investments, Inc. 70,123 70,123 34.00 0 0.00
DFAS - Dimensional U.S. Small Cap ETF 62,715 88,005 26.07 25,290 22.85 247.98
FNX - First Trust Mid Cap Core AlphaDEX Fund 57,382 146,932 26.07 89,550 23.07 64.08
Truist Financial Corp 46,113 58,575 35.32 12,462 26.08 370.03
Harel Insurance Investments & Financial Services Ltd. 32,151 33,700 35.31 1,549 25.82 2075.60
BIVIX - Invenomic Fund Institutional Class shares 31,241 641,847 26.07 610,606 22.86 5.12
Strs Ohio 30,070 30,070 35.32 0 0.00
USGRX - Growth & Income Fund Shares 24,223 137,960 26.07 113,737 22.86 21.30
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 19,388 136,267 26.07 116,879 22.86 16.59
DFAC - Dimensional U.S. Core Equity 2 ETF 18,447 113,229 26.07 94,782 22.86 19.46
CVY - Invesco Zacks Multi-Asset Income ETF 16,989 33,516 26.08 16,527 22.87 102.80
Hennion & Walsh Asset Management, Inc. 11,455 50,396 35.32 38,941 26.04 29.42
TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 10,104 73,854 26.06 63,750 22.85 15.85
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 7,507 53,680 26.06 46,173 23.07 16.26
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SVYAX - SIIT U.S. Managed Volatility Fund - Class A 155,157 6,743 24.77 161,900 24.81 -95.84
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 86,300 61,350 26.06 147,650 22.86 -58.45
SCHA - Schwab U.S. Small-Cap ETF 65,954 655,491 35.24 721,445 24.81 -9.14
Sound Income Strategies, LLC 64,767 336,657 35.32 401,424 26.04 -16.13
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 45,157 642,142 26.07 687,299 22.86 -6.57
RMYAX - Multi-Strategy Income Fund Class A 36,734 7,951 26.03 44,685 22.85 -82.21
Commonwealth Equity Services, Llc 33,368 14,111 35.29 47,479 26.03 -70.28
HSMAX - HARTFORD SMALL CAP VALUE FUND Class A 30,247 85,401 26.07 115,648 22.86 -26.15
NWUAX - Nationwide U.S. Small Cap Value Fund Class A 25,355 54,908 26.06 80,263 22.86 -31.59
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 24,400 59,200 35.32 83,600 26.04 -29.19
RAZAX - Multi-Asset Growth Strategy Fund Class A 23,544 14,990 26.08 38,534 22.86 -61.10
PJARX - SmallCap Value Fund II R-3 18,400 77,900 26.07 96,300 22.86 -19.11
RDLAX - Columbia Disciplined Growth Fund Class A 18,174 17,515 26.09 35,689 22.86 -50.92
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 15,800 36,400 35.25 52,200 24.81 -30.27
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 14,927 53,508 26.07 68,435 22.85 -21.81
Harrison & Co Wealth Management, LLC 14,671 24,929 35.30 39,600 26.04 -37.05
NTIAX - Columbia Mid Cap Index Fund Class A 13,460 211,811 35.24 225,271 24.81 -5.98
STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 13,300 5,600 26.07 18,900 22.86 -70.37
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 12,962 17,822 26.09 30,784 22.87 -42.11
New Mexico Educational Retirement Board 12,900 25,100 35.34 38,000 26.05 -33.95
Name Current Puts
Name Current Calls
Capstone Investment Advisors, Llc 0
Name
Name Previous Puts
Two Sigma Investments, Lp 0
Capital Fund Management S.a. 0
HAP Trading, LLC 0
Name Previous Calls
Tudor Investment Corp Et Al 0
Wolverine Trading, Llc 0
IMC-Chicago, LLC 0
Parallax Volatility Advisers, L.P. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
REBYX - U.S. Small Cap Equity Fund Class Y
REUYX - Sustainable Equity Fund Class Y
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name
VLSRX - Virtus KAR Long/Short Equity Fund Class R6

Past Week Analysis

Name Shares PPS
SCHD - Schwab U.S. Dividend Equity ETF 2,099,108 35.24
RDIV - Invesco S&P Ultra Dividend Revenue ETF 166,408 35.24
Triasima Portfolio Management inc. 77,545 35.31
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 64,374 35.25
Hexagon Capital Partners LLC 87 34.48
Steward Financial Group LLC 59 33.90
Morton Brown Family Wealth, LLC 13
Name Shares PPS
Spire Wealth Management 345 26.09
Peregrine Capital Management Llc 614,714 26.04
O'Shares Investment Advisers, LLC 73,521 26.03
Investors Research Corp 29 34.48
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
SCHA - Schwab U.S. Small-Cap ETF 655,491 35.24 721,445 24.81
Allspring Global Investments Holdings, LLC 578,339 35.32 409,016 26.04
NTIAX - Columbia Mid Cap Index Fund Class A 211,811 35.24 225,271 24.81
Dorsey Wright & Associates 177,884 35.32 0
FNDX - Schwab Fundamental U.S. Large Company Index ETF 100,494 35.24 93,561 24.81
SCHB - Schwab U.S. Broad Market ETF 83,950 35.24 89,317 24.81
Green Square Capital Advisors Llc 75,266 35.31 77,452 26.04
Wbi Investments, Inc. 70,123 34.00 0
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 59,200 35.32 83,600 26.04
Truist Financial Corp 58,575 35.32 12,462 26.08
Oregon Public Employees Retirement Fund 47,487 35.31 56,177 26.04
Argyle Capital Management Inc. 45,950 35.32 45,950 26.05
Louisiana State Employees Retirement System 41,900 38.07 43,100 28.05
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 36,400 35.25 52,200 24.81
Strs Ohio 30,070 35.32 0
RWK - Invesco S&P MidCap 400 Revenue ETF 27,342 35.26 30,856 24.82
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 25,170 35.24 28,638 24.83
New Mexico Educational Retirement Board 25,100 35.34 38,000 26.05
Wealthfront Advisers Llc 24,156 35.31 24,635 26.02
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 17,700 35.25 17,700 24.80
Legacy Bridge, LLC 14,785 35.31 14,785 26.04
Alpha Omega Wealth Management LLC 13,088 35.30 15,079 26.06
SPMIX - S&P MidCap Index Fund Direct Shares 9,215 35.27 9,215 24.85
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF 6,136 35.20 5,146 24.87
WASHINGTON TRUST Co 5,315 35.37 5,315 25.96
Umb Bank N A/mo 4,782 35.34 4,798 26.05
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 3,833 35.22 3,742 24.85
PMSAX - Global Multi-Strategy Fund Class A 2,707 35.09 3,051 24.91
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 1,395 35.13 1,333 24.76
Bogart Wealth, LLC 1,000 35.00 1,000 26.00
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 830 34.94 830 25.30
PrairieView Partners, LLC 608 34.54 608 26.32
Atwood & Palmer Inc 570 35.09 747 25.44
Endurance Wealth Management, Inc. 502 35.86 502 25.90
Annapolis Financial Services, LLC 86 34.88 86 23.26
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Dorsey Wright & Associates 177,884 177,884 35.32 0 0.00
Allspring Global Investments Holdings, LLC 169,323 578,339 35.32 409,016 26.04 41.40
Wbi Investments, Inc. 70,123 70,123 34.00 0 0.00
Truist Financial Corp 46,113 58,575 35.32 12,462 26.08 370.03
Strs Ohio 30,070 30,070 35.32 0 0.00
FNDX - Schwab Fundamental U.S. Large Company Index ETF 6,933 100,494 35.24 93,561 24.81 7.41
IUSS - Invesco RAFI(TM) Strategic US Small Company ETF 990 6,136 35.20 5,146 24.87 19.24
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 91 3,833 35.22 3,742 24.85 2.43
PBSM - Invesco PureBeta MSCI USA Small Cap ETF 62 1,395 35.13 1,333 24.76 4.65
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SCHA - Schwab U.S. Small-Cap ETF 65,954 655,491 35.24 721,445 24.81 -9.14
HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 24,400 59,200 35.32 83,600 26.04 -29.19
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 15,800 36,400 35.25 52,200 24.81 -30.27
NTIAX - Columbia Mid Cap Index Fund Class A 13,460 211,811 35.24 225,271 24.81 -5.98
New Mexico Educational Retirement Board 12,900 25,100 35.34 38,000 26.05 -33.95
Oregon Public Employees Retirement Fund 8,690 47,487 35.31 56,177 26.04 -15.47
SCHB - Schwab U.S. Broad Market ETF 5,367 83,950 35.24 89,317 24.81 -6.01
RWK - Invesco S&P MidCap 400 Revenue ETF 3,514 27,342 35.26 30,856 24.82 -11.39
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 3,468 25,170 35.24 28,638 24.83 -12.11
Green Square Capital Advisors Llc 2,186 75,266 35.31 77,452 26.04 -2.82
Alpha Omega Wealth Management LLC 1,991 13,088 35.30 15,079 26.06 -13.20
Louisiana State Employees Retirement System 1,200 41,900 38.07 43,100 28.05 -2.78
Wealthfront Advisers Llc 479 24,156 35.31 24,635 26.02 -1.94
PMSAX - Global Multi-Strategy Fund Class A 344 2,707 35.09 3,051 24.91 -11.27
Atwood & Palmer Inc 177 570 35.09 747 25.44 -23.69
Umb Bank N A/mo 16 4,782 35.34 4,798 26.05 -0.33
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