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 1,779 26641.00 61.71 6843.26
Previous Quarter 1,835 381.00 52.67 82.73

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 158 384 111 1290 666 621
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 4 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 0 0 1 0 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 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 59,667,242 0.00 0.00 0 0.00 0.00
Previous Quarter 63,382,497 0.00 0.00 0 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
Bank Of America Corp /de/ 202,452,695 61.64
Jones Financial Companies Lllp 71,803,864 61.64
Morgan Stanley 69,968,140 61.64
Tiaa, Fsb 62,522,054 61.64
BlackRock Inc. 42,297,580 61.64
Envestnet Asset Management Inc 41,491,986 61.64
LPL Financial LLC 27,983,831 61.64
Raymond James & Associates 27,745,708 61.64
Northwestern Mutual Wealth Management Co 24,673,310 61.64
UBS Group AG 22,732,601 61.64
Goldman Sachs Group Inc 22,555,674 61.64
Wells Fargo & Company/mn 21,752,380 61.64
Us Bancorp \de\ 21,686,372 61.64
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B 17,301,112 61.64
M&t Bank Corp 15,688,845 61.64
Pnc Financial Services Group, Inc. 15,357,508 61.64
Bank of New York Mellon Corp 15,019,422 61.64
Fmr Llc 13,812,012 61.64
Betterment LLC 12,301,643 0.06
Jpmorgan Chase & Co 10,507,645 61.64

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
Bank Of America Corp /de/ 204,814,314 52.67
Morgan Stanley 72,954,555 52.67
Tiaa, Fsb 62,650,757 52.67
BlackRock Inc. 45,925,639 52.67
Envestnet Asset Management Inc 40,390,305 52.67
Jones Financial Companies Lllp 40,148,341 52.67
LPL Financial LLC 27,782,580 52.67
Raymond James & Associates 27,081,225 52.67
Goldman Sachs Group Inc 25,062,095 52.67
Northwestern Mutual Wealth Management Co 24,234,856 52.67
UBS Group AG 22,620,188 52.67
Wells Fargo & Company/mn 21,654,968 52.67
Us Bancorp \de\ 21,617,462 52.67
Pnc Financial Services Group, Inc. 20,089,883 52.67
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B 17,301,112 52.67
M&t Bank Corp 16,434,744 52.67
Northwestern Mutual Investment Management Company, Llc 14,137,402 52.67
Bank of New York Mellon Corp 13,973,745 52.67
NextCapital Advisers, Inc. 13,890,595 58.85
Fmr Llc 13,362,932 52.67

 

Recent Quarter Analysis

Name Shares PPS
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 2,586,100 61.64
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial 1,826,957 61.64
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio 1,078,444 61.64
Geisinger Health 1,007,139 61.64
Bailard, Inc. 819,504 61640.00
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio 766,707 61.64
CI Private Wealth, LLC 725,280 62.88
Callan Family Office, LLC 583,382 61.66
Allstate Investment Management Co 536,826 61.64
Meeder Advisory Services, Inc. 481,931 61.64
Isthmus Partners, Llc 475,104 61640.00
Gallagher Benefit Services, Inc. 427,020 61.64
SageView Advisory Group, LLC 351,203 61.64
Monument Capital Management 318,056 61639.98
First Citizens Asset Management, Inc. 295,991 61.64
Catalyst Financial Partners Llc 294,172 61640.00
Global Wealth Strategies & Associates 282,554 61640.00
Retirement Investment Advisors, Inc. 262,787 61.64
Pine Ridge Advisers LLC 209,300 61.64
David R. Rahn & Associates Inc. 199,402 61640.00
Name Shares PPS
NextCapital Advisers, Inc. 13,890,595 58.85
Ubs Asset Management Americas Inc 4,508,961 52.67
Parametric Portfolio Associates Llc 4,005,563 69.51
Altium Wealth Management LLC 2,172,132 58.85
Flow Traders U.s. Llc 1,888,182 52.67
Southern Farm Bureau Life Insurance 1,759,169 52.67
Old Mission Capital Llc 1,531,308 52.67
Lenox Wealth Advisors, LLC 804,026 68.75
Bailard, Inc. 791,008 52.67
Citadel Advisors Llc 714,986 52.67
Highland Private Wealth Management 603,101 52.67
MUFG Americas Holdings Corp 580,232 52.67
SCTTX - Tax-Aware Overlay C Portfolio Class 2 489,441 58.85
Verity Asset Management, Inc. 475,755 0.03
DRW Securities, LLC 406,462 58.85
Shilanski & Associates, Inc. 277,425 52.67
First Trust Advisors Lp 215,130 52.67
Ritter Daniher Financial Advisory, Llc 135,216 69.51
Permit Capital Advisors, LLC 111,819 68.36
IndexIQ Advisors LLC 102,468 69.51
Axa S.a. 96,798 52.67
SVB Wealth Advisory, Inc. 90,054 69.51
HYA Advisors, Inc 87,945 58.85
Acima Private Wealth, Llc 77,949 69.51
Perigon Wealth Management, LLC 77,791 52.67
Jump Financial, LLC 73,729 52.67
Aspireon Wealth Advisors 72,643 52.74
WAGRX - InvestEd Growth Portfolio 67,628 69.51
RBF Capital, LLC 60,000 52.67
Palladium Partners Llc 55,422 69.50
Vericrest Private Wealth 52,188 58.84
Icon Wealth Partners, LLC 49,008 58.85
Squarepoint Ops LLC 48,343 52.67
Rainwater Charitable Foundation 45,134 52.67
Y-Intercept (Hong Kong) Ltd 43,316 52.66
Hancock Whitney Investment Services Inc. 35,549 58.85
Ferris Capital, Llc 33,394 69.50
Smith, Moore & Co. 32,574 52.65
WBLAX - InvestEd Balanced Portfolio 29,981 69.51
Karn, Couzens & Associates, Inc. 25,917 69.53
Hc Financial Advisors Inc 23,496 58.86
Bnp Paribas Arbitrage, Sa 22,382 52.68
Chevy Chase Trust Holdings, Inc. 18,629 52.66
WICAX - InvestEd Conservative Portfolio 18,437 69.53
Wolverine Trading, Llc 18,300 52.84
Urban Wealth Management, LLC 18,139 58.82
Cantor Fitzgerald Investment Adviser L.p. 17,588 69.54
Cable Hill Partners, LLC 16,045 52.66
BT Wealth Management LLC 14,930 58.87
WAAHX - InvestEd 50 Portfolio 14,726 69.54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Multi-Asset Opportunities Fund Service Class 14,659 69.51
Gunma Bank,Ltd. 14,000 52.64
J. W. Coons Advisors, LLC 13,750 52.65
Capital One Financial Corp 13,695 69.51
NorthRock Partners, LLC 13,449 52.64
Cypress Capital Management Llc 13,392 52.64
WAAGX - InvestEd 30 Portfolio 12,919 69.51
RNCOX - RiverNorth Core Opportunity Fund Class R 12,897 52.65
Rivernorth Capital Management, Llc 12,897 52.65
Wunderlich Securities, Inc. 12,050 58.84
People's United Financial, Inc. 11,755 69.50
WAGPX - InvestEd Aggressive Portfolio 11,673 69.48
Cordasco Financial Network 11,357 58.82
Vance Wealth, Inc. 11,214 52.70
WAAJX - InvestEd 80 Portfolio 11,180 69.50
TCTL - Premise Capital Diversified Tactical ETF 10,883 58.81
Evergreen Wealth Solutions, LLC 9,725 52.65
WICPX - InvestEd Income Portfolio 9,575 69.56
Murphy Capital Management Inc 9,387 58.80
Elwood & Goetz Wealth Advisory Group, LLC 9,091 52.69
Sabal Trust CO 8,640 52.66
Nauset Wealth Management. LLC 8,087 69.49
KC Investment Advisors, LLC 7,428 52.64
Geller Advisors LLC 6,861 52.62
Pinnacle Private Wealth, LLC 6,699 58.81
S.C. Financial Services, Inc. 6,698 52.70
KFA Private Wealth Group, LLC 6,696 52.72
Windsor Group LTD 6,185 53.52
BMS Financial Advisors, LLC 6,013 52.72
Fieldpoint Private Securities, LLC 5,960 58.89
Annex Advisory Services, LLC 5,905 52.67
Maltin Wealth Management, Inc. 5,620 52.67
Corundum Group, Inc. 5,493 52.61
WealthPLAN Partners, LLC 5,468 64.74
Curated Wealth Partners LLC 5,450 52.66
Corbett Road Capital Management, Llc 5,284 58.86
Carter Financial Group, INC. 5,255 69.46
One + One Wealth Management, Llc 5,016 52.63
Perennial Investment Advisors, LLC 4,811 52.59
Foster Victor Wealth Advisors, LLC 4,792 54.26
XML Financial, LLC 4,790 52.61
Telemus Capital, Llc 4,588 52.75
V Wealth Advisors LLC 4,538 52.67
Williams Financial, LLC 4,403 52.69
Winthrop Advisory Group LLC 4,392 52.60
Golden State Wealth Management, LLC 4,365 69.42
WAAFX - InvestEd 10 Portfolio 4,293 69.42
True North Advisors, LLC 4,268 52.48
Strategic Wealth Partners, Ltd. 4,244 58.91
Wolff Financial Management Llc 4,126 52.59
Goelzer Investment Management, Inc. 4,116 52.72
Kings Point Capital Management 4,099 69.53
Dakota Wealth Management 4,061 52.70
MKRSX - MM MSCI EAFE International Index Fund Service Class 4,050 69.63
Shakespeare Wealth Management, Inc. 4,030 52.61
Bank Of The West 4,000 52.75
Outlook Wealth Advisors, LLC 3,999 52.51
Collaborative Wealth Managment Inc. 3,948 52.68
Signature Estate & Investment Advisors Llc 3,874 52.66
Cahill Wealth Management, LLC 3,854 52.41
Continental Investors Services, Inc. 3,738 58.59
Advisor Partners Llc 3,516 58.87
Enterprise Trust & Investment Co 3,500 58.86
Axim Planning & Wealth 3,483 52.54
Tevis Investment Management 3,394 52.74
Private Capital Group, LLC 2,937 58.90
Householder Group Estate & Retirement Specialist, LLC 2,766 52.42
Dixon Hughes Goodman Wealth Advisors LLC 2,567 69.34
Kathleen S. Wright Associates Inc. 2,150 52.56
Emerson Wealth Management, LLC 2,143 58.80
Absolute Capital Management, LLC 1,864 52714.06
TFC Financial Management 1,820 52.75
NewSquare Capital LLC 1,607 52.89
Capital Asset Advisory Services LLC 1,576 52.66
Karlinski Andrew C 1,243 52.29
GPS Wealth Strategies Group, LLC 1,023 52.79
Guardian Wealth Advisors, LLC 735 53.06
Trust Co 690 52.17
Country Trust Bank 690
Mach-1 Financial Group, Inc. 502 49.80
Lake Point Wealth Management 419 59.67
Lehman & Derafelo Financial Resources LLC 409 53.79
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - Lincoln iShares(R) Global Growth Allocation Fund Standard Class 374 58.82
Riggs Asset Managment Co. Inc. 372 53.76
Oxler Private Wealth LLC 263 76745.25
Selective Wealth Management, Inc. 224 53.57
HBW Advisory Services LLC 218 50.46
Financial Enhancement Group LLC 194 51.55
Greenline Partners, LLC 146 54.79
Hudock, Inc. 139 50.36
Corbenic Partners LLC 124 56.45
Cribstone Capital Management, LLC 94 53.19
Nvwm, Llc 91 54.95
Beaird Harris Wealth Management, LLC 66 45.45
Roger Wittlin Investment Advisory, LLC 49 40.82
Mine & Arao Wealth Creation & Management, LLC. 41 48.78
Dubuque Bank & Trust Co
Rather & Kittrell, Inc.
Aries Wealth Management
MKT Advisors LLC
WoodTrust Financial Corp
Acorn Wealth Advisors, LLC
LeJeune Puetz Investment Counsel LLC
Insight Wealth Strategies, LLC
Poehling Capital Management, LLC
Barry Investment Advisors, LLC
Aull & Monroe Investment Management Corp
Bedel Financial Consulting, Inc.
Meristem Family Wealth, LLC
Massachusetts Financial Services Co /ma/
Berger Financial Group, Inc
First Washington CORP
Autus Asset Management, LLC
Castleview Partners, Llc
Aurora Private Wealth, Inc.
Octavia Wealth Advisors, LLC
RGT Wealth Advisors, LLC
Garde Capital, Inc.
Dentgroup LLC
Independent Order of Foresters
Forum Financial Management, LP
Burney Co/
Beacon Investment Advisory Services, Inc.
Lantz Financial LLC
Melone Private Wealth, LLC
Banco Santander, S.A.
Power Corp of Canada
Ogorek Anthony Joseph /ny/ /adv
Fure Financial Corp
AlphaMark Advisors, LLC
Beacon Financial Group
Inspirion Wealth Advisors, Llc
Barber Financial Group, Inc.
S&t Bank/pa
Capital Advantage, Inc.
TAP Consulting, LLC
Retirement Planning Co of New England, Inc.
Toth Financial Advisory Corp
Stephenson National Bank & Trust
Cooper Financial Group
QCM Cayman, Ltd.
Legacy Capital Wealth Partners, LLC
Cedar Wealth Management, LLC
Center For Asset Management LLC
DB Wealth Management Group, LLC
Freedman Financial Associates, Inc.
Sadoff Investment Management Llc
Firethorn Wealth Partners, Llc
HAP Trading, LLC
FC Advisory LLC
Russell Investments Group, Ltd.
Commons Capital, Llc
Spence Asset Management
First Financial Corp /in/
Cedar Mountain Advisors, LLC
Cumberland Partners Ltd
Viridian Ria, Llc
Tocqueville Asset Management L.p.
Prosperity Planning, Inc.
Elevated Capital Advisors, LLC
Kornitzer Capital Management Inc /ks
Tenret Co LLC
Lowell Blake & Associates Inc.
Rede Wealth, LLC
Bank Hapoalim Bm
Financial Planners of Cleveland, Inc.
Morling Financial Advisors, LLC
WealthPlan Investment Management, LLC
IFS Advisors, LLC
Boston Financial Mangement Llc
Foster Group, Inc.
Blue Bell Private Wealth Management, Llc
Eidelman Virant Capital
Foresight Capital Management Advisors, Inc.
Gerber Kawasaki Wealth & Investment Management
StoneX Group Inc.
Chilton Capital Management Llc
Burleson & Company, LLC
Clean Yield Group
Opus Investment Management Inc
Heritage Financial Services, LLC
Ambassador Advisors, LLC
AlphaCore Capital LLC
Connable Office Inc
Carl Stuart Investment Advisor, Inc
Davis R M Inc
Enterprise Financial Services Corp
Oak Asset Management, LLC
Personal Wealth Partners
Ahrens Investment Partners LLC
Jasper Ridge Partners, L.P.
StrongBox Wealth, LLC
Harvest Volatility Management Llc
Bridgewater Advisors Inc.
Bar Harbor Trust Services
Bridge Advisory, LLC
Smallwood Wealth Investment Management, LLC
Aire Advisors, Llc
RPg Family Wealth Advisory, LLC
Alpha Cubed Investments, LLC
Bensler, LLC
Healthcare Of Ontario Pension Plan Trust Fund
Sterling Investment Advisors, Ltd.
Allegheny Financial Group LTD
Crestmont Private Wealth LLC
Advanced Research Investment Solutions, Llc
VCU Investment Management Co
Gryphon Financial Partners LLC
Benchmark Financial Wealth Advisors, LLC
Wealth Advisory Solutions, LLC
Toronto Dominion Bank
Latitude Advisors, LLC
Donoghue Forlines LLC
Corient Capital Partners, LLC
Lakeview Capital Partners, LLC
DHK Financial Advisors, Inc.
Charles Schwab Investment Advisory, Inc.
Keystone Wealth Services, LLC
King Luther Capital Management Corp
Campbell Wealth Management
Banque Cantonale Vaudoise
Northern Oak Wealth Management Inc
Total Clarity Wealth Management, Inc.
HoyleCohen, LLC
Tfo-tdc, Llc
West Coast Financial LLC
Cypress Capital, LLC
Trail Ridge Investment Advisors, LLC
First Commonwealth Financial Corp /pa/
Bluestem Financial Advisors, Llc
SG Americas Securities, LLC
Clifford Swan Investment Counsel Llc
Theory Financial Llc
Mairs & Power Inc
LS Investment Advisors, LLC
Wealthgate Family Office, LLC
Midwest Wealth Management Inc.
Sutton Place Investors Llc
Round Table Services, LLC
Ccg Wealth Management, Llc
Advisor Resource Council
Argent Capital Management Llc
Mystic Asset Management, Inc.
ACG Wealth
Oliver Lagore Vanvalin Investment Group
Huntington National Bank
Vise Technologies, Inc.
Kore Private Wealth LLC
Arkadios Wealth Advisors
Solstein Capital, LLC
Barrett Asset Management, LLC
Tri-Star Advisors Inc.
Van Hulzen Asset Management, LLC
Financial Strategies Group, Inc.
Icapital Wealth Llc
Consolidated Planning Corp
Coastal Capital Group, Inc.
Ascent Wealth Partners, LLC
Krs Capital Management, Llc
TBH Global Asset Management, LLC
Naples Global Advisors, Llc
Day & Ennis, LLC
Hamilton Capital, LLC
Nicholas Hoffman & Company, LLC.
Park National Corp /oh/
ONE Advisory Partners, LLC
Spotlight Asset Group, Inc.
Kovitz Investment Group Partners, LLC
RE Dickinson Investment Advisors, LLC
Gemmer Asset Management LLC
Natixis
Gleason Group, Inc.
Hnp Capital Llc
Pathway Financial Advisors LLC
Rinkey Investments
Syntal Capital Partners, LLC
Atlas Private Wealth Advisors
Lloyd Advisory Services, LLC.
Barnes Pettey Financial Advisors, Llc
Crestone Asset Management LLC
South Shore Capital Advisors
Boston Trust Walden Corp
Bordeaux Wealth Advisors LLC
OLIO Financial Planning
Pacific Financial Group Inc
S.E.E.D. Planning Group LLC
Personal Cfo Solutions, Llc
Liberty Wealth Management Llc
Adamsbrown Wealth Consultants Llc
Clarius Group, LLC
Darrow Company, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Colonial River Wealth Management, LLC
ESL Trust Services, LLC
Dean, Jacobson Financial Services, LLC
Obsidian Personal Planning Solutions LLC
Transparent Wealth Partners LLC
Fortitude Advisory Group L.L.C.
Ulland Investment Advisors, LLC
AlphaStar Capital Management, LLC
Consilio Wealth Advisors, Llc
Maryland Capital Management
Bank Of Nova Scotia
Canton Hathaway, LLC
Savior LLC
River Wealth Advisors LLC
Investors Financial Group, LLC
FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A
SevenBridge Financial Group, LLC
Charter Trust Co
Sandhill Capital Partners LLC
Confluence Wealth Services, Inc.
Forbes Financial Planning, Inc.
First Bank & Trust
Triad Financial Advisors, Inc.
Good Life Advisors, LLC
Mcdonald Partners Llc
Vontobel Holding Ltd.
Calton & Associates, Inc.
Progeny 3, Inc.
Pittenger & Anderson Inc
Braun-Bostich & Associates Inc.
USA Financial Portformulas Corp
Legacy Wealth Planning, LLC
Thrive Capital Management, LLC
Western Pacific Wealth Management, LP
Camden National Bank
Vista Capital Partners, Inc.
Horizon Bancorp Inc /in/
Transform Wealth, LLC
Flynn Zito Capital Management, Llc
Samalin Investment Counsel, LLC
Capital City Trust Co/fl
Avaii Wealth Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Betterment LLC 12,301,643 0.06 9,209,445 58.85
Alaska Permanent Fund Corp 8,867,058 0.06 8,603,327 52.67
Mariner, LLC 6,161,609 0.06 5,889,524 52.67
Baird Financial Group, Inc. 4,421,211 0.06 3,454,592 52.67
RiverFront Investment Group, LLC 2,823,829 4.52 282,326 55.08
Commonwealth Equity Services, Llc 2,710,187 0.06 2,882,742 52.67
Nuveen Asset Management, LLC 1,897,852 0.06 4,106,652 52.67
Mml Investors Services, Llc 1,454,960 0.06 1,212,778 52.67
Rockefeller Capital Management L.P. 1,078,843 0.06 1,415,798 52.67
Cambridge Investment Research Advisors, Inc. 1,020,817 0.06 1,087,674 52.67
Pfs Investments Inc. 771,253 0.06 843,054 52.67
GWM Advisors LLC 668,360 42.51 508,096 52.67
Thrivent Financial For Lutherans 658,606 0.06 364,139 52.81
Lake Street Advisors Group, Llc 626,191 0.06 621,461 52.67
Archetype Wealth Partners 512,681 0.06 492,492 52.67
Great Lakes Advisors, Llc 459,974 8.11 433,429 52.67
Integrated Wealth Concepts LLC 459,373 0.06 477,964 52.67
Colony Group Llc 362,800 0.06 141,126 52.67
Price T Rowe Associates Inc /md/ 355,479 0.06 407,334 52.67
BSW Wealth Partners 350,228 0.06 328,326 52.67
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 202,452,695 61.64 204,814,314 52.67
Jones Financial Companies Lllp 71,803,864 61.64 40,148,341 52.67
Morgan Stanley 69,968,140 61.64 72,954,555 52.67
Tiaa, Fsb 62,522,054 61.64 62,650,757 52.67
BlackRock Inc. 42,297,580 61.64 45,925,639 52.67
Envestnet Asset Management Inc 41,491,986 61.64 40,390,305 52.67
LPL Financial LLC 27,983,831 61.64 27,782,580 52.67
Raymond James & Associates 27,745,708 61.64 27,081,225 52.67
Northwestern Mutual Wealth Management Co 24,673,310 61.64 24,234,856 52.67
UBS Group AG 22,732,601 61.64 22,620,188 52.67
Goldman Sachs Group Inc 22,555,674 61.64 25,062,095 52.67
Wells Fargo & Company/mn 21,752,380 61.64 21,654,968 52.67
Us Bancorp \de\ 21,686,372 61.64 21,617,462 52.67
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B 17,301,112 61.64 17,301,112 52.67
M&t Bank Corp 15,688,845 61.64 16,434,744 52.67
Pnc Financial Services Group, Inc. 15,357,508 61.64 20,089,883 52.67
Bank of New York Mellon Corp 15,019,422 61.64 13,973,745 52.67
Fmr Llc 13,812,012 61.64 13,362,932 52.67
Jpmorgan Chase & Co 10,507,645 61.64 11,858,600 52.67
United Capital Financial Advisers, Llc 9,982,328 61.64 9,741,124 52.67
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Jones Financial Companies Lllp 31,655,523 71,803,864 61.64 40,148,341 52.67 78.85
Betterment LLC 3,092,198 12,301,643 0.06 9,209,445 58.85 33.58
Bank Of Montreal /can/ 2,924,692 7,268,435 61.77 4,343,743 57.73 67.33
RiverFront Investment Group, LLC 2,541,503 2,823,829 4.52 282,326 55.08 900.20
Personal Capital Advisors Corp 1,748,763 1,764,904 61.64 16,141 52.66 10834.29
Wellington Management Group Llp 1,409,823 5,365,253 61.64 3,955,430 52.67 35.64
Venturi Wealth Management, LLC 1,397,372 1,405,902 61639.97 8,530 52.64 16381.85
Envestnet Asset Management Inc 1,101,681 41,491,986 61.64 40,390,305 52.67 2.73
Royal Bank Of Canada 1,048,361 6,881,019 61.64 5,832,658 52.67 17.97
Bank of New York Mellon Corp 1,045,677 15,019,422 61.64 13,973,745 52.67 7.48
HighTower Advisors, LLC 1,018,832 3,989,560 61.62 2,970,728 52.64 34.30
Baird Financial Group, Inc. 966,619 4,421,211 0.06 3,454,592 52.67 27.98
Gratus Capital LLC 918,749 918,749 61640.02 0 0.00
BCJ Capital Management, LLC 892,911 898,347 61.64 5,436 52.61 16425.88
Macquarie Group Ltd 820,924 822,514 61.64 1,590 52.83 51630.44
SPC Financial, Inc. 818,913 857,784 61640.00 38,871 52.66 2106.75
Hsbc Holdings Plc 800,348 2,255,759 61.64 1,455,411 52.67 54.99
Raymond James & Associates 664,483 27,745,708 61.64 27,081,225 52.67 2.45
Baystate Wealth Management LLC 638,578 744,538 61.64 105,960 52.67 602.66
Jane Street Group, Llc 637,456 7,225,810 61.64 6,588,354 52.67 9.68
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pnc Financial Services Group, Inc. 4,732,375 15,357,508 61.64 20,089,883 52.67 -23.56
Northwestern Mutual Investment Management Company, Llc 4,542,164 9,595,238 61.64 14,137,402 52.67 -32.13
BlackRock Inc. 3,628,059 42,297,580 61.64 45,925,639 52.67 -7.90
Global Strategic Investment Solutions, LLC 3,016,264 4,373,812 61640.00 7,390,076 52.67 -40.82
Sei Investments Co 2,998,183 5,269,420 61.64 8,267,603 52.67 -36.26
Morgan Stanley 2,986,415 69,968,140 61.64 72,954,555 52.67 -4.09
Goldman Sachs Group Inc 2,506,421 22,555,674 61.64 25,062,095 52.67 -10.00
Bank Of America Corp /de/ 2,361,619 202,452,695 61.64 204,814,314 52.67 -1.15
1832 Asset Management L.P. 2,323,692 91,869 61.64 2,415,561 52.67 -96.20
Nuveen Asset Management, LLC 2,208,800 1,897,852 0.06 4,106,652 52.67 -53.79
Northern Trust Corp 2,207,619 1,637,950 61.64 3,845,569 52.67 -57.41
Susquehanna International Group, Llp 1,538,377 116,215 61.64 1,654,592 52.67 -92.98
Jpmorgan Chase & Co 1,350,955 10,507,645 61.64 11,858,600 52.67 -11.39
Ameriprise Financial Inc 957,875 6,197,384 61.65 7,155,259 52.67 -13.39
Credit Suisse Ag/ 900,000 2,474,000 61.65 3,374,000 52.67 -26.67
Cresset Asset Management, LLC 895,494 3,340,672 61.73 4,236,166 52.67 -21.14
Franklin Resources Inc 820,203 4,921,184 61.64 5,741,387 52.67 -14.29
Cerity Partners LLC 811,699 4,423,833 79.75 5,235,532 52.67 -15.50
M&t Bank Corp 745,899 15,688,845 61.64 16,434,744 52.67 -4.54
Balentine LLC 734,277 358,533 61640.04 1,092,810 52.67 -67.19
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 Percentage Decrease
Citadel Advisors Llc 684,886 30,100 714,986 -95.79
Paladin Advisory Group, LLC 4,724 72,265 76,989 -6.14
Wolverine Trading, Llc 4,600 13,700 18,300 -25.14
Cutler Group LP 1,200 2,600 3,800 -31.58
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cabot-Wellington, LLC 851,007 61.86 883,068 52.67
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
Cabot-Wellington, LLC 32,061 851,007 61.86 883,068 52.67 -3.63
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