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 | 404 | 12.00 | 11.06 | 10.96 |
| Previous Quarter | 438 | 14.00 | 13.43 | 12.60 |
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 | 16 | 134 | 228 | 20 | 108 | 82 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 1 | 0 | 1 | 0 | 3 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 1 | 3 | 0 | 3 | 1 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 0 | 0 | 2 | 0 | 1 | 1 |
| 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 | 5,930,209 | 14.21 | 11.05 | 9,089,805 | 21.78 | 11.38 |
| Previous Quarter | 4,502,700 | 10.79 | 13.83 | 7,809,094 | 18.71 | 13.91 |
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 | 4,693,817 | 11.06 |
| BlackRock Inc. | 4,396,970 | 11.06 |
| State Street Corp | 4,180,224 | 11.06 |
| XBI - SPDR(R) S&P(R) Biotech ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,557,994 | 11.06 |
| Deerfield Management Company, L.p. (series C) | 2,077,893 | 11.06 |
| UBS Group AG | 1,359,471 | 11.06 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,320,226 | 11.06 |
| Caligan Partners LP | 1,293,510 | 11.06 |
| Caligan Partners LP | 1,200,000 | 11.06 |
| Citigroup Inc | 1,161,401 | 11.06 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,123,441 | 11.06 |
| Pictet Asset Management Sa | 955,005 | 11.06 |
| Boothbay Fund Management, Llc | 941,755 | 11.06 |
| DG Capital Management, LLC | 896,294 | 11.06 |
| Renaissance Technologies Llc | 879,400 | 0.01 |
| Jacobs Levy Equity Management, Inc | 861,801 | 11.06 |
| Boothbay Fund Management, Llc | 846,700 | 11.06 |
| Rockefeller Capital Management L.P. | 777,402 | 11.06 |
| D. E. Shaw & Co., Inc. | 667,979 | 11.06 |
| Samsara BioCapital, LLC | 640,688 | 11.06 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Vanguard Group Inc | 3,935,919 | 13.43 |
| BlackRock Inc. | 3,058,944 | 13.43 |
| State Street Corp | 3,054,510 | 13.43 |
| XBI - SPDR(R) S&P(R) Biotech ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,415,562 | 13.43 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,123,441 | 13.43 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,077,887 | 13.43 |
| Renaissance Technologies Llc | 1,050,200 | 0.01 |
| Jacobs Levy Equity Management, Inc | 923,369 | 13.43 |
| Nuveen Asset Management, LLC | 815,448 | 0.01 |
| Goldman Sachs Group Inc | 763,034 | 13.43 |
| Rockefeller Capital Management L.P. | 735,488 | 0.01 |
| FGLGX - Fidelity Series Large Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 713,199 | 13.95 |
| Pictet Asset Management Sa | 694,637 | 13.43 |
| Macquarie Group Ltd | 686,267 | 13.43 |
| Millennium Management Llc | 682,406 | 0.01 |
| Samsara BioCapital, LLC | 640,688 | 13.43 |
| Geode Capital Management, Llc | 599,338 | 13.43 |
| D. E. Shaw & Co., Inc. | 570,025 | 13.43 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 531,779 | 13.43 |
| DCCAX - Delaware Small Cap Core Fund Class A | 519,103 | 20.18 |
| Name | Shares | PPS |
|---|---|---|
| Deerfield Management Company, L.p. (series C) | 2,077,893 | 11.06 |
| Caligan Partners LP | 1,293,510 | 11.06 |
| DG Capital Management, LLC | 896,294 | 11.06 |
| Altium Capital Management LP | 323,000 | 11.06 |
| QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,979 | 17.32 |
| ClariVest Asset Management LLC | 38,728 | |
| QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,626 | 17.31 |
| BIPIX - Biotechnology Ultrasector Profund Investor Class | 31,210 | 17.33 |
| FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares | 23,425 | 11.06 |
| Norges Bank | 17,294 | 16.25 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class | 10,087 | 11.10 |
| AFMCX - Acuitas US Microcap Fund Institutional Shares | 6,128 | 11.10 |
| NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K | 4,407 | 11.12 |
| Quantbot Technologies LP | 2,100 | 10.95 |
| PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - | 932 | 10.73 |
| Caldwell Securities, Inc | 100 | 10.00 |
| Name | Shares | PPS |
|---|---|---|
| FGLGX - Fidelity Series Large Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 713,199 | 13.95 |
| DCCAX - Delaware Small Cap Core Fund Class A | 519,103 | 20.18 |
| Eventide Asset Management, Llc | 501,033 | 13.43 |
| ETAHX - Eventide Healthcare & Life Sciences Fund Class A Shares | 501,033 | 13.43 |
| Adage Capital Partners Gp, L.l.c. | 438,437 | 13.43 |
| Bank Of America Corp /de/ | 370,818 | 13.43 |
| Prudential Financial Inc | 225,376 | 13.43 |
| VALIX - Value Line Capital Appreciation Fund Inc | 195,000 | 13.43 |
| EULAV Asset Management | 195,000 | 13.43 |
| FDETX - Fidelity Advisor Capital Development Fund Class O This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,405 | 13.95 |
| Voloridge Investment Management, Llc | 166,327 | 13.43 |
| VALLX - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. | 150,000 | 13.95 |
| UBS Group AG | 143,080 | 13.43 |
| JSCSX - JPMorgan U.S. Small Company Fund Class I | 123,380 | 13.43 |
| Qube Research & Technologies Ltd | 121,743 | 13.43 |
| Trexquant Investment LP | 109,078 | 13.43 |
| Cubist Systematic Strategies, LLC | 107,344 | 13.43 |
| Caxton Associates Lp | 85,544 | 13.43 |
| Wellington Management Group Llp | 81,971 | 13.43 |
| Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 63,300 | 13.43 |
| Dynamic Technology Lab Private Ltd | 54,751 | 0.02 |
| Jackson Creek Investment Advisors LLC | 53,116 | 0.02 |
| SSMAX - Siit Small Mid Cap Equity Fund - Class A | 50,041 | 20.18 |
| Susquehanna Fundamental Investments, Llc | 48,008 | 13.44 |
| Lazard Asset Management Llc | 41,037 | 0.02 |
| Engineers Gate Manager LP | 32,268 | 13.42 |
| QGI2Q - Growth & Income Portfolio Initial Class | 31,696 | 13.94 |
| Parallax Volatility Advisers, L.P. | 29,200 | 13.42 |
| Panagora Asset Management Inc | 26,725 | 13.43 |
| Fox Run Management, L.l.c. | 26,673 | 13.42 |
| Alberta Investment Management Corp | 26,432 | 13.43 |
| PKW - Invesco BuyBack Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,286 | 18.25 |
| Winton Capital Group Ltd | 22,620 | 13.44 |
| GSCYX - SMALL CAP EQUITY FUND Institutional | 20,503 | 13.41 |
| Virtu Financial LLC | 17,609 | |
| NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y | 16,671 | 13.44 |
| GSATX - Goldman Sachs Small Cap Value Insights Fund Class A | 16,571 | 18.28 |
| SVYAX - SIIT U.S. Managed Volatility Fund - Class A | 15,619 | 20.17 |
| Wolverine Trading, Llc | 14,700 | |
| Globeflex Capital L P | 14,585 | 13.44 |
| DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A | 14,318 | 13.41 |
| SVOAX - Simt Us Managed Volatility Fund Class F | 13,263 | 13.42 |
| Arizona State Retirement System | 10,200 | 13.43 |
| SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 | 8,293 | 13.38 |
| PIBAX - PGIM BALANCED FUND Class A | 7,850 | 13.38 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional | 6,376 | 13.49 |
| Values First Advisors, Inc. | 5,844 | 13.35 |
| FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,948 | 20.26 |
| RBCGX - Reynolds Blue Chip Growth Fund | 2,700 | 13.33 |
| Gladius Capital Management LP | 1,899 | |
| SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 | 1,489 | 13.43 |
| DFBCX - Delaware Strategic Allocation Fund CLASS C | 1,056 | 12.31 |
| AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 985 | 15.23 |
| SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 | 985 | 13.20 |
| GQSCX - Quantitative U.S. Small Cap Equity Portfolio | 862 | 13.92 |
| Harbor Investment Advisory, Llc | 572 | 13.99 |
| Ameritas Advisory Services, LLC | 450 | 20.00 |
| PBSM - Invesco PureBeta MSCI USA Small Cap ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 324 | 21.60 |
| Wolverine Asset Management Llc | 300 | 13.33 |
| Hanseatic Management Services Inc | 274 | |
| TCI Wealth Advisors, Inc. | 243 | 12.35 |
| Signaturefd, Llc | 122 | 16.39 |
| Baillie Gifford & Co | 101 | 9.90 |
| Elequin Capital Lp | 86 | 11.63 |
| CoreCap Advisors, LLC | 5 | |
| Point72 Hong Kong Ltd | ||
| Hrt Financial Lp | ||
| Monaco Asset Management SAM | ||
| Captrust Financial Advisors | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Bank Of Montreal /can/ | ||
| Worth Venture Partners, LLC | ||
| Highbridge Capital Management Llc | ||
| DLD Asset Management, LP | ||
| Balyasny Asset Management Llc | ||
| Proequities, Inc. | ||
| Hudock, Inc. | ||
| Belpointe Asset Management LLC | ||
| Lindbrook Capital, Llc | ||
| Schonfeld Strategic Advisors LLC | ||
| Gabelli Funds Llc | ||
| Genextra S.p.A. | ||
| Voya Investment Management Llc | ||
| Walleye Trading LLC | ||
| Ally Bridge Group (NY) LLC | ||
| Belvedere Trading LLC | ||
| Psagot Value Holdings Ltd. / (Israel) | ||
| Pura Vida Investments, Llc | ||
| Caption Management, LLC | ||
| State Board Of Administration Of Florida Retirement System | ||
| Axq Capital, Lp | ||
| Point72 Asset Management, L.P. | ||
| Occudo Quantitative Strategies Lp | ||
| JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | ||
| Cheyne Capital Management (UK) LLP | ||
| Corton Capital Inc. | ||
| SG Americas Securities, LLC | ||
| FMR LLC | ||
| Squarepoint Ops LLC | ||
| Walleye Capital LLC | ||
| Hall Laurie J Trustee | ||
| Quantedge Capital Pte Ltd | ||
| AdvisorNet Financial, Inc | ||
| Credit Agricole S A | ||
| Strs Ohio | ||
| Accurate Wealth Management, LLC | ||
| Cowen And Company, Llc | ||
| Quadrant Capital Group Llc | ||
| Jefferies Group LLC | ||
| Man Group plc | ||
| Money Concepts Capital Corp | ||
| PDT Partners, LLC | ||
| Clear Creek Financial Management, LLC | ||
| Sculptor Capital LP | ||
| Campbell & CO Investment Adviser LLC | ||
| VANGUARD GROUP INC | ||
| International Biotechnology Trust Plc | ||
| Delphia (USA) Inc. | ||
| State of Wyoming | ||
| Ensign Peak Advisors, Inc | ||
| STATE STREET CORP | ||
| SG3 Management, LLC | ||
| LEOIX - Lazard Enhanced Opportunities Portfolio Institutional Shares | ||
| Avion Wealth | ||
| XR Securities LLC | ||
| HAP Trading, LLC | ||
| HAP Trading, LLC | ||
| Sculptor Capital LP | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Running Point Capital Advisors, LLC | ||
| DTSGX - Small Company Growth Portfolio Investment Class | ||
| MILLENNIUM MANAGEMENT LLC | ||
| Dupont Capital Management Corp | ||
| FAAAX - Franklin K2 Alternative Strategies Fund Class A | 20.18 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Vanguard Group Inc | 4,693,817 | 11.06 | 3,935,919 | 13.43 |
| BlackRock Inc. | 4,396,970 | 11.06 | 3,058,944 | 13.43 |
| State Street Corp | 4,180,224 | 11.06 | 3,054,510 | 13.43 |
| XBI - SPDR(R) S&P(R) Biotech ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,557,994 | 11.06 | 2,415,562 | 13.43 |
| UBS Group AG | 1,359,471 | 11.06 | 143,080 | 13.43 |
| VSEQX - Vanguard Strategic Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,320,226 | 11.06 | 1,077,887 | 13.43 |
| Citigroup Inc | 1,161,401 | 11.06 | 397,465 | 13.43 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,123,441 | 11.06 | 1,123,441 | 13.43 |
| Pictet Asset Management Sa | 955,005 | 11.06 | 694,637 | 13.43 |
| Boothbay Fund Management, Llc | 941,755 | 11.06 | 11,600 | 13.45 |
| Renaissance Technologies Llc | 879,400 | 0.01 | 1,050,200 | 0.01 |
| Jacobs Levy Equity Management, Inc | 861,801 | 11.06 | 923,369 | 13.43 |
| D. E. Shaw & Co., Inc. | 667,979 | 11.06 | 570,025 | 13.43 |
| Samsara BioCapital, LLC | 640,688 | 11.06 | 640,688 | 13.43 |
| Geode Capital Management, Llc | 612,967 | 11.06 | 599,338 | 13.43 |
| IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 567,792 | 11.06 | 531,779 | 13.43 |
| VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 504,099 | 11.06 | 497,925 | 13.43 |
| VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 488,431 | 17.32 | 488,431 | 18.26 |
| Jupiter Asset Management Ltd | 472,847 | 11.05 | 440,753 | 13.42 |
| Rafferty Asset Management, LLC | 412,274 | 11.06 | 260,425 | 13.43 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 777,402 | 11.06 | 735,488 | 0.01 |
| Great Point Partners Llc | 601,322 | 11.06 | 0 | |
| Millennium Management Llc | 591,333 | 11.06 | 682,406 | 0.01 |
| Nuveen Asset Management, LLC | 432,746 | 11.06 | 815,448 | 0.01 |
| Fuller & Thaler Asset Management, Inc. | 201,460 | 11.06 | 0 | |
| ExodusPoint Capital Management, LP | 141,219 | 0.01 | 77,558 | 0.01 |
| Jump Financial, LLC | 52,336 | 11.06 | 0 | |
| Rhumbline Advisers | 36,619 | 11.06 | 34,183 | |
| Wolverine Trading, Llc | 21,300 | 11.17 | 14,700 | |
| VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,974 | 10.52 | 0 | |
| Graham Capital Management, L.P. | 15,376 | 11.06 | 0 | |
| Tower Research Capital LLC (TRC) | 12,712 | 11.09 | 9,973 | |
| XTX Topco Ltd | 11,558 | 11.07 | 0 | |
| Stifel Financial Corp | 11,264 | 11.10 | 0 | |
| Manufacturers Life Insurance Company, The | 10,404 | 11.05 | 0 | |
| USMIX - Extended Market Index Fund | 3,945 | 17.24 | 3,945 | 13.43 |
| Nisa Investment Advisors, Llc | 345 | 11.59 | 367 | |
| RYRRX - Russell 2000 Fund Class A | 181 | 11.05 | 182 | 10.99 |
| National Bank Of Canada /fi/ | 155 | 12.90 | 95 | 10.53 |
| HDG - ProShares Hedge Replication ETF | 55 | 18.18 | 67 | 14.93 |
| Name | Current Puts |
|---|---|
| Fifth Lane Capital, Lp | 10,000 |
| Name | Current Calls |
|---|
| Name |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| XR Securities LLC | 0 |
| HAP Trading, LLC | 0 |
| SG3 Management, LLC | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|---|---|---|---|
| Wolverine Asset Management Llc | 400 | 700 | 300 | 133.33 |
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Wolverine Trading, Llc | 6,600 | 21,300 | 14,700 | 44.90 |
| Citadel Advisors Llc | 25,941 | 185,900 | 159,959 | 16.22 |
| Parallax Volatility Advisers, L.P. | 91,900 | 121,100 | 29,200 | 314.73 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|---|---|---|---|
| Group One Trading, L.p. | 12,500 | 229,700 | 242,200 | -5.16 |
| Simplex Trading, Llc | 8,100 | 107,400 | 115,500 | -7.01 |
| PEAK6 Investments LLC | 6,700 | 6,400 | 13,100 | -51.15 |
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 77,100 | 215,000 | 292,100 | -26.40 |
| Name |
|---|
| Name | Shares | PPS |
|---|
| Name | Shares | PPS |
|---|
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| GMRAX - Nationwide Small Cap Index Fund Class A | 2,209 | 10.86 | 2,196 | 18.21 |
| NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 | 1,031 | 10.67 | 1,709 | 18.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|
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|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
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| Name | Previous Calls |
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| Name |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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