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 | 1,148 | 185.00 | 183.77 | 184.55 |
| Previous Quarter | 1,183 | 184.00 | 183.77 | 183.81 |
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 | 9 | 205 | 32 | 148 | 86 | 55 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 2 | 3 | 20 | 3 | 6 | 9 |
| 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 | 9,350,988 | 17.28 | 93.35 | 10,851,041 | 20.06 | 184.27 |
| Previous Quarter | 4,750,264 | 8.78 | 183.77 | 10,872,793 | 20.10 | 183.85 |
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 | 5,454,758 | 183.77 |
| VANGUARD GROUP INC | 5,453,406 | |
| BlackRock Inc. | 4,750,264 | 183.77 |
| BlackRock Inc. | 4,600,724 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,344,626 | |
| Bank of New York Mellon Corp | 3,056,636 | 183.77 |
| Impax Asset Management Group plc | 2,051,277 | 183.77 |
| Victory Capital Management Inc | 1,972,199 | 183.84 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 1,778,638 | |
| Jpmorgan Chase & Co | 1,579,834 | 183.77 |
| American Century Companies Inc | 1,578,529 | 183.77 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,573,312 | 183.77 |
| Wellington Management Group Llp | 1,543,481 | 183.77 |
| IJH - iShares Core S&P Mid-Cap ETF | 1,543,108 | 183.77 |
| State Street Corp | 1,491,325 | 183.77 |
| VETAX - Victory Sycamore Established Value Fund Class A | 1,400,000 | 195.36 |
| FIL Ltd | 1,384,731 | 183.77 |
| Capital World Investors | 1,303,000 | 183.77 |
| AMECX - INCOME FUND OF AMERICA Class A | 1,303,000 | 195.36 |
| Price T Rowe Associates Inc /md/ | 1,229,657 | 183.77 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 5,454,758 | 183.77 |
| BlackRock Inc. | 4,750,264 | 183.77 |
| Bank of New York Mellon Corp | 3,056,636 | 183.77 |
| Impax Asset Management Group plc | 2,051,277 | 183.77 |
| Victory Capital Management Inc | 1,972,199 | 183.84 |
| Jpmorgan Chase & Co | 1,579,834 | 183.77 |
| American Century Companies Inc | 1,578,529 | 183.77 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,573,312 | 183.77 |
| Wellington Management Group Llp | 1,543,481 | 183.77 |
| IJH - iShares Core S&P Mid-Cap ETF | 1,543,108 | 183.77 |
| State Street Corp | 1,491,325 | 183.77 |
| FIL Ltd | 1,384,731 | 183.77 |
| Capital World Investors | 1,303,000 | 183.77 |
| AMECX - INCOME FUND OF AMERICA Class A | 1,303,000 | 187.29 |
| VETAX - Victory Sycamore Established Value Fund Class A | 1,255,000 | 187.29 |
| Price T Rowe Associates Inc /md/ | 1,229,657 | 183.77 |
| Nuveen Asset Management, LLC | 1,180,221 | 189.94 |
| JMVSX - JPMorgan Mid Cap Value Fund Class I | 1,123,697 | 183.77 |
| TWEIX - Equity Income Fund Investor Class | 798,635 | 183.77 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares | 717,990 | 183.77 |
| Name | Shares | PPS |
|---|---|---|
| VANGUARD GROUP INC | 5,453,406 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3,344,626 | |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 1,778,638 | |
| PFPPX - MidCap Growth Fund R-3 | 13,263 | 195.36 |
| PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A | 4,800 | 195.42 |
| Everhart Financial Group, Inc. | 1,186 | 178.75 |
| Allworth Financial LP | 29 | 172.41 |
| Patriot Financial Group Insurance Agency, LLC | 0 | |
| Copeland Capital Management, LLC | 0 |
| Name | Shares | PPS |
|---|---|---|
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C | 108,613 | 187.29 |
| Citadel Advisors Llc | 74,794 | 183.77 |
| FSMVX - Fidelity Mid Cap Value Fund | 51,000 | 187.29 |
| CHTRX - Invesco Charter Fund Class A | 35,813 | 187.28 |
| Manning & Napier Group, LLC | 26,104 | 183.73 |
| WHGMX - Westwood Smidcap Fund Institutional Class Shares | 25,750 | 199.38 |
| FXR - First Trust Industrials/Producer Durables AlphaDEX Fund | 22,655 | 187.29 |
| Granite Investment Advisors, LLC | 8,296 | 180.69 |
| MNDFX - Disciplined Value Series Class I | 7,376 | 187.23 |
| SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 | 5,145 | 187.37 |
| TCOEX - Tactical Offensive Equity Fund | 2,600 | 187.31 |
| World Asset Management Inc | 2,373 | 180.78 |
| Susquehanna International Group, Llp | 2,200 | 183.64 |
| STAAA - SA PGI Asset Allocation Portfolio Class 3 | 1,175 | 180.43 |
| PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF | 1,127 | 187.22 |
| Wolverine Trading, Llc | 1,100 | 190.91 |
| FCMVX - Fidelity Mid Cap Value K6 Fund | 1,084 | 187.27 |
| Parallel Advisors, LLC | 305 | 190.16 |
| MNECX - Pro-Blend(R) Extended Term Series Class L | 213 | 187.79 |
| MNHCX - Pro-Blend(R) Maximum Term Series Class L | 209 | 186.60 |
| HRLIX - The Hartford Global Real Asset Fund Class I | 197 | 187.82 |
| Berman Capital Advisors, LLC | 133 | 180.45 |
| IFP Advisors, Inc | 130 | 207.69 |
| MNMCX - Pro-Blend(R) Moderate Term Series Class L | 113 | 185.84 |
| MNCCX - Pro-Blend(R) Conservative Term Series Class L | 55 | 181.82 |
| Covington Capital Management | 50 | 180.00 |
| SOA Wealth Advisors, LLC. | 33 | 181.82 |
| CVA Family Office, LLC | 15 | 200.00 |
| Sonora Investment Management, LLC | 11 | 181.82 |
| Carroll Financial Associates, Inc. | 6 | 166.67 |
| DeDora Capital, Inc. | ||
| Gabelli Global Utility & Income Trust | ||
| XTX Topco Ltd | ||
| Howe & Rusling Inc | ||
| PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I | ||
| CDOFX - Crawford Small Cap Dividend Fund - Class I | ||
| Gries Financial Llc | ||
| SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 | ||
| PRN - Invesco DWA Industrials Momentum ETF | ||
| Marino, Stram & Associates Llc | ||
| VSEQX - Vanguard Strategic Equity Fund Investor Shares | ||
| NOLCX - Northern Large Cap Core Fund | ||
| Standard Family Office LLC | ||
| LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A | ||
| Prudent Man Advisors, LLC | ||
| Boston Partners | ||
| Brown Brothers Harriman & Co | ||
| Bronson Point Management LLC | ||
| Gemmer Asset Management LLC | ||
| AQRNX - AQR Multi-Asset Fund Class N | ||
| AVGIX - Vp Income & Growth Fund Class I | ||
| Oak Thistle LLC | ||
| Exos Asset Management LLC | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Weiss Strategic Interval Fund | ||
| Cookson Peirce & Co Inc | ||
| Amerivest Investment Management LLC | ||
| LNFIX - QS Global Market Neutral Fund Class A | ||
| MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II | ||
| Northwest Quadrant Wealth Management, LLC | ||
| Ibex Wealth Advisors | ||
| Bradley Foster & Sargent Inc/ct | ||
| CX Institutional | ||
| Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) | ||
| Spectrum Management Group, LLC | ||
| FLVEX - Fidelity Large Cap Value Enhanced Index Fund | ||
| O'shaughnessy Asset Management, Llc | ||
| VVMCX - Mid Cap Value Fund | ||
| Cigna Investments Inc /new | ||
| FVCIX - Fidelity Flex Large Cap Value II Fund | ||
| BIGRX - Income & Growth Fund Investor Class | ||
| Savior LLC | ||
| Hancock Whitney Corp | ||
| Jupiter Asset Management Ltd | ||
| FLDGX - DYNAMIC ALLOCATION FUND Retail Class | ||
| MAI Capital Management | ||
| First Quadrant L P/ca | ||
| MBOVX - M Large Cap Value Fund | ||
| Blueshift Asset Management, LLC | ||
| Magnetar Financial LLC | ||
| Norges Bank | ||
| Castleview Partners, Llc | ||
| Advisory Services Network, LLC | ||
| Signet Financial Management, Llc | ||
| SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A | ||
| Marshall Wace, Llp | ||
| SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 | ||
| PMDEX - PMC Diversified Equity Fund Advisor Class Shares | ||
| Burney Co/ | ||
| MDDAX - MassMutual Select Diversified Value Fund Class A | ||
| Versor Investments LP | ||
| GHPLX - Gotham Hedged Plus Fund Institutional Class | ||
| Strategic Global Advisors, LLC | ||
| Alps Advisors Inc | ||
| REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF | ||
| AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A | ||
| USLB - Invesco Russell 1000 Low Beta Equal Weight ETF | ||
| Martingale Asset Management L P | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Metropolitan Life Insurance Co/ny | ||
| FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class | ||
| Twinbeech Capital Lp | ||
| FinTrust Capital Advisors, LLC | ||
| Ade, Llc | ||
| Brandywine Global Investment Management, LLC | ||
| Aquire Wealth Advisors, LLC | ||
| KLCD - KFA Large Cap Quality Dividend Index ETF | ||
| Guardian Variable Products Trust - Guardian Growth & Income VIP Fund | ||
| Douglas Lane & Associates, LLC | ||
| SHE - SPDR SSGA Gender Diversity Index ETF | ||
| RYTRX - Royce Total Return Fund Investment Class | ||
| Creative Financial Designs Inc /adv | ||
| PY - Principal Shareholder Yield Index ETF | ||
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I | ||
| Hrt Financial Lp | ||
| CABDX - AB RELATIVE VALUE FUND, INC. Class A | ||
| GVEYX - VALUE EQUITY FUND Institutional | ||
| PTMC - Pacer Trendpilot US Mid Cap ETF | ||
| Nordea Investment Management Ab | ||
| JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A | ||
| PENN SERIES FUNDS INC - Large Cap Value Fund | ||
| OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF | ||
| Somerville Kurt F | ||
| ALVIX - Large Company Value Fund Investor Class | ||
| Quadrature Capital Ltd | ||
| Financial Management Professionals, Inc. | ||
| FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF | ||
| FLSPX - SPECTRUM FUND Retail Class | ||
| FLMFX - MUIRFIELD FUND Retail Class | ||
| FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 | ||
| AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II | ||
| Kcm Investment Advisors Llc | ||
| SevenBridge Financial Group, LLC | ||
| BI Asset Management Fondsmaeglerselskab A/S | ||
| FLDFX - BALANCED FUND Retail Class | ||
| Campbell & CO Investment Adviser LLC | ||
| Ossiam | ||
| Harbour Investments, Inc. | ||
| ADMQX - 361 Domestic Long/Short Equity Fund Investor Class | ||
| MSSAX - MassMutual Premier Main Street Fund Class A | ||
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | ||
| FLQL - Franklin LibertyQ U.S. Equity ETF | ||
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ||
| Fuller & Thaler Asset Management, Inc. | ||
| Pitcairn Co | ||
| Paragon Capital Management Ltd | ||
| TLVAX - Timothy Large/Mid-Cap Value Fund Class A | ||
| MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | ||
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | ||
| Lee Financial Co | ||
| John Hancock Funds II - Strategic Equity Allocation Fund Class NAV | ||
| Foster & Motley Inc | ||
| TADS - Trend Aggregation Dividend Stock ETF | ||
| Advisor Resource Council | ||
| NewSquare Capital LLC | ||
| Cambridge Trust Co | ||
| RYSEX - Royce Special Equity Fund Investment Class | ||
| Lowe Brockenbrough & Co Inc | ||
| VEIPX - Vanguard Equity Income Fund Investor Shares | ||
| Capitolis Advisors LLC | ||
| Jade Capital Advisors, LLC | ||
| Holland Advisory Services, Inc. | ||
| CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF | ||
| Jefferies Group LLC | ||
| AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A | ||
| Aurora Investment Counsel | ||
| Deprince Race & Zollo Inc | ||
| Paloma Partners Management Co | ||
| Arkadios Wealth Advisors | ||
| RFFC - RiverFront Dynamic US Flex-Cap ETF | ||
| FSLEX - Environment and Alternative Energy Portfolio | ||
| Lazard Asset Management Llc | ||
| Canada Pension Plan Investment Board | ||
| Krane Funds Advisors LLC | ||
| Logan Capital Management Inc | ||
| Lord, Abbett & Co. Llc | ||
| FALCX - Strategic Advisers Large Cap Fund | ||
| Johnson Financial Group, Inc. | ||
| Edgestream Partners, L.P. | ||
| Haverford Trust Co | ||
| CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A | ||
| Point72 Hong Kong Ltd | ||
| Meridian Wealth Partners, LLC | ||
| Copeland Capital Management, LLC | ||
| CFA - VictoryShares US 500 Volatility Wtd ETF | ||
| FLDOX - MODERATE ALLOCATION FUND Retail Class | ||
| SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 | ||
| Oppenheimer & Co Inc | ||
| IBM Retirement Fund | ||
| Bedel Financial Consulting, Inc. | ||
| Carderock Capital Management Inc | ||
| Gilman Hill Asset Management, LLC | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Patriot Financial Group Insurance Agency, LLC | ||
| Caxton Associates Lp | ||
| Eagle Bay Advisors LLC | ||
| EPS - WisdomTree U.S. LargeCap Fund N/A | ||
| Pacer Advisors, Inc. | ||
| PACIFIC SELECT FUND - Main Street Core Portfolio Class I | ||
| Healthcare Of Ontario Pension Plan Trust Fund | ||
| LAVLX - LORD ABBETT MID CAP STOCK FUND INC Class A | ||
| Moors & Cabot, Inc. | ||
| Toronto Dominion Bank | ||
| LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC | ||
| MXDU - Nationwide Maximum Diversification U.S. Core Equity ETF |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Gateway Investment Advisers Llc | 62,539 | 178.58 | 62,603 | 183.78 |
| Neville Rodie & Shaw Inc | 14,780 | 178.55 | 14,880 | 185.55 |
| Ferguson Wellman Capital Management, Inc | 14,438 | 178.56 | 14,538 | 183.79 |
| Parsec Financial Management, Inc. | 13,805 | 178.56 | 14,305 | 183.78 |
| West Oak Capital, LLC | 10,498 | 178.61 | 2,770 | 183.75 |
| Albert D Mason Inc | 8,786 | 178.58 | 8,802 | 183.82 |
| Bard Financial Services, Inc. | 7,750 | 178.58 | 7,750 | 183.74 |
| State of Alaska, Department of Revenue | 7,711 | 178.58 | 7,656 | 183.65 |
| Inlet Private Wealth, LLC | 6,200 | 178.55 | 6,200 | 183.71 |
| Cambridge Investment Research Advisors, Inc. | 5,890 | 178.61 | 5,863 | 183.69 |
| Private Advisor Group, LLC | 5,126 | 178.50 | 4,475 | 183.69 |
| ACG Wealth | 4,602 | 178.62 | 4,629 | 183.84 |
| Chesley Taft & Associates LLC | 4,475 | 178.55 | 4,375 | 181.49 |
| Symmetry Partners, LLC | 3,923 | 178.69 | 3,923 | 183.79 |
| Trinity Wealth Management, LLC | 3,513 | 178.48 | 3,513 | 183.89 |
| AdvisorNet Financial, Inc | 3,033 | 178.70 | 3,033 | 183.65 |
| Dubuque Bank & Trust Co | 3,000 | 178.67 | 3,000 | 183.67 |
| Connecticut Wealth Management, LLC | 2,949 | 178.70 | 3,076 | 183.68 |
| Mjp Associates Inc /adv | 2,429 | 178.67 | 2,438 | 183.76 |
| R.H. Dinel Investment Counsel, Inc. | 2,250 | 178.67 | 2,250 | 183.56 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| VETAX - Victory Sycamore Established Value Fund Class A | 1,400,000 | 195.36 | 1,255,000 | 187.29 |
| AMECX - INCOME FUND OF AMERICA Class A | 1,303,000 | 195.36 | 1,303,000 | 187.29 |
| HBLAX - THE HARTFORD BALANCED INCOME FUND Class A | 460,228 | 195.36 | 396,019 | 187.29 |
| VIG - Vanguard Dividend Appreciation Index Fund ETF Shares | 333,194 | 195.36 | 356,751 | 187.29 |
| HQIAX - THE HARTFORD EQUITY INCOME FUND Class A | 299,713 | 195.36 | 253,986 | 187.29 |
| VYM - Vanguard High Dividend Yield Index Fund ETF Shares | 214,803 | 195.36 | 212,000 | 187.29 |
| PMPRX - MidCap Value Fund I R-3 | 210,025 | 195.36 | 152,061 | 187.29 |
| FFEIX - Nuveen Dividend Value Fund Class A | 205,729 | 195.36 | 209,146 | 187.29 |
| DRRAX - BNY Mellon Global Real Return Fund Class A | 141,008 | 195.36 | 75,569 | 187.29 |
| TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class | 133,401 | 195.36 | 135,699 | 187.29 |
| FSMDX - Fidelity Mid Cap Index Fund | 132,825 | 195.36 | 121,700 | 187.29 |
| FGRIX - Fidelity Growth & Income Portfolio | 130,472 | 195.36 | 130,472 | 187.29 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 127,351 | 195.36 | 127,351 | 187.29 |
| XT - iShares Exponential Technologies ETF | 105,251 | 195.36 | 107,492 | 187.29 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 95,193 | 195.36 | 102,869 | 187.29 |
| DGRO - iShares Core Dividend Growth ETF | 87,273 | 195.36 | 76,865 | 187.29 |
| MAPAX - MainStay MAP Equity Fund Class A | 64,891 | 195.36 | 58,556 | 187.29 |
| EPLIX - MainStay Epoch U.S. Equity Yield Fund Investor Class | 59,193 | 195.36 | 40,843 | 187.28 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 | 55,273 | 195.36 | 55,273 | 187.29 |
| PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares | 51,047 | 195.37 | 51,799 | 187.28 |
| Name | Current Puts |
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| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| JMNAX - JPMorgan Research Market Neutral Fund Class A |
| Name | Shares | PPS |
|---|---|---|
| Everhart Financial Group, Inc. | 1,186 | 178.75 |
| Allworth Financial LP | 29 | 172.41 |
| Name | Shares | PPS |
|---|---|---|
| Manning & Napier Group, LLC | 26,104 | 183.73 |
| SOA Wealth Advisors, LLC. | 33 | 181.82 |
| CVA Family Office, LLC | 15 | 200.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Gateway Investment Advisers Llc | 62,539 | 178.58 | 62,603 | 183.78 |
| Ferguson Wellman Capital Management, Inc | 14,438 | 178.56 | 14,538 | 183.79 |
| West Oak Capital, LLC | 10,498 | 178.61 | 2,770 | 183.75 |
| Albert D Mason Inc | 8,786 | 178.58 | 8,802 | 183.82 |
| Inlet Private Wealth, LLC | 6,200 | 178.55 | 6,200 | 183.71 |
| Cambridge Investment Research Advisors, Inc. | 5,890 | 178.61 | 5,863 | 183.69 |
| Private Advisor Group, LLC | 5,126 | 178.50 | 4,475 | 183.69 |
| ACG Wealth | 4,602 | 178.62 | 4,629 | 183.84 |
| Symmetry Partners, LLC | 3,923 | 178.69 | 3,923 | 183.79 |
| Trinity Wealth Management, LLC | 3,513 | 178.48 | 3,513 | 183.89 |
| Dubuque Bank & Trust Co | 3,000 | 178.67 | 3,000 | 183.67 |
| Connecticut Wealth Management, LLC | 2,949 | 178.70 | 3,076 | 183.68 |
| Mjp Associates Inc /adv | 2,429 | 178.67 | 2,438 | 183.76 |
| R.H. Dinel Investment Counsel, Inc. | 2,250 | 178.67 | 2,250 | 183.56 |
| YorkBridge Wealth Partners, LLC | 1,980 | 178.79 | 1,980 | 183.84 |
| Raymond James Trust N.a. | 1,188 | 178.45 | 1,143 | 183.73 |
| Exane Derivatives | 1,040 | 178.85 | 1,128 | 183.51 |
| Optimum Investment Advisors | 884 | 178.73 | 884 | 183.26 |
| Gradient Investments LLC | 237 | 177.22 | 237 | 185.65 |
| Sargent Bickham Lagudis LLC | 19 | 157.89 | 3 | 333.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Valley National Advisers Inc | 5,081 | 186.38 | 5,169 | 183.79 |
| Parkside Financial Bank & Trust | 107 | 177.57 | 31 | 161.29 |
| Global Retirement Partners, LLC | 44 | 181.82 | 61 | 180.33 |
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