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	266	1488.00	255.47	261.93
Previous Quarter	267	1873.00	255.44	261.94

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	17	67	37	78	69	41
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	0	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	1	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	6	13	18	40	36	21
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	0	0.00	0.00	0	0.00	0.00
Previous Quarter	0	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
Meitav Dash Investments Ltd	322,340	258.95
Phoenix Holdings Ltd.	290,644	259.01
Morgan Stanley	243,270	255.47
Bank Of America Corp /de/	212,408	255.47
Wells Fargo & Company/mn	118,589	255.47
UBS Group AG	100,285	255.47
Envestnet Asset Management Inc	80,663	255.47
LPL Financial LLC	72,114	255.47
Wharton Business Group, LLC	67,185	255.46
Royal Bank Of Canada	65,364	255.48
Northwestern Mutual Wealth Management Co	58,810	255.47
Mercer Global Advisors Inc /adv	57,129	255.47
Advisor Group Holdings, Inc.	46,982	255.46
Mml Investors Services, Llc	46,261	255.46
Goldman Sachs Group Inc	45,476	255.48
Ameriprise Financial Inc	39,865	255.61
Minichmacgregor Wealth Management, Llc	37,519	255.44
Citadel Advisors Llc	37,256	255.42
Raymond James Financial Services Advisors, Inc.	35,632	255.47
First Republic Investment Management, Inc.	27,722	255.46

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
Assetmark, Inc	293,312	255.43
Morgan Stanley	220,486	255.43
Meitav Dash Investments Ltd	155,340	253.30
Bank Of America Corp /de/	137,062	255.43
UBS Group AG	119,156	255.43
Wells Fargo & Company/mn	106,187	255.44
Envestnet Asset Management Inc	85,662	255.43
Wharton Business Group, LLC	67,185	255.43
Mercer Global Advisors Inc /adv	66,678	255.44
LPL Financial LLC	59,425	255.43
Advisor Group Holdings, Inc.	58,460	255.73
Royal Bank Of Canada	55,810	255.44
Northwestern Mutual Wealth Management Co	53,308	255.42
Goldman Sachs Group Inc	45,476	255.43
Hrt Financial Lp	45,345	255.42
Raymond James Financial Services Advisors, Inc.	40,311	255.44
Ameriprise Financial Inc	39,055	255.61
Citadel Advisors Llc	37,256	255.42
Minichmacgregor Wealth Management, Llc	34,900	255.42
First Republic Investment Management, Inc.	31,418	255.43

Recent Quarter Analysis

Recent Quarter 17 New Institutes added position

Name	Shares	PPS
Bullseye Investment Management, LLC	23,787	255.48
Peapack Gladstone Financial Corp	16,995	255.49
Fulcrum Equity Management	10,208	255.49
Financial Advocates Investment Management	8,553	255.47
Vicus Capital	8,262	255.51
Atria Investments Llc	6,745	255.45
Capital CS Group, LLC	5,524	255.43
Meridian Wealth Management, LLC	5,116	255.47
Great Diamond Partners, LLC	4,209	255.41
OneAscent Financial Services LLC	2,261	255.64
Columbus Macro, LLC	2,136	255.62
Banco Bilbao Vizcaya Argentaria, S.a.	1,750	255.43
Private Advisory Group LLC	1,294	255.80
Triton Wealth Management, PLLC	993	267.88
Almanack Investment Partners, LLC.	718	256.27
SOA Wealth Advisors, LLC.	100	250.00
EdgeRock Capital LLC	72	250.00

Recent Quarter 67 Institutes closed out their positions

Name	Shares	PPS
Assetmark, Inc	293,312	255.43
Ascent Group, LLC	6,557	276.50
Jane Street Group, Llc	5,028	255.37
Oppenheimer & Co Inc	4,090	255.50
Clough Capital Partners L P	3,685	255.36
Barclays Plc	3,179	255.43
Csenge Advisory Group	3,058	0.33
Beaumont Capital Management, LLC	1,567	255.26
Ignite Planners, LLC	1,508	263.93
Capital Financial Planning, LLC	1,456	255.49
CX Institutional	1,360	255.88
Stratos Wealth Partners, LTD.	1,027	256.09
Keystone Financial Group	1,020	255.88
Dynamic Technology Lab Private Ltd	880	255.68
WESPAC Advisors, LLC	836	255.98
ExodusPoint Capital Management, LP	387	255.81
Lakeview Capital Partners, LLC	213	253.52
Brown Brothers Harriman & Co	201	253.73
Lee Financial Co	120	258.33
Lenox Wealth Advisors, LLC	100	290.00
Wealthstreet Investment Advisors, LLC	100	280.00
Ubs Asset Management Americas Inc	88	250.00
NEXT Financial Group, Inc	66	287.88
Venture Visionary Partners LLC	12	255416.67
Iron Horse Wealth Management, LLC	6	333.33
Retirement Group, LLC	5	200.00
Rise Advisors, LLC	3	333.33
Huntington National Bank	1
CPR Investments Inc.
Continuum Advisory, LLC
Barometer Capital Management Inc.
Hutchens & Kramer Investment Management Group, LLC
Laurel Wealth Advisors LLC
Grimes & Company, Inc.
Arlington Capital Management, Inc.
Rothschild Capital Partners, LLC
Carolinas Wealth Consulting Llc
Regal Investment Advisors LLC
Signify Wealth
Pacitti Group Inc.
SOUTH STATE Corp
Colony Group Llc
Orion Portfolio Solutions, LLC
Empowered Funds, LLC
Cornerstone Advisory, LLC
Mcdonald Partners Llc
GoalVest Advisory LLC
Colony Family Offices, LLC
Elmwood Wealth Management, Inc.
CRTOX - Conquer Risk Tactical Opportunities Fund
Confluence Wealth Services, Inc.
Matrix Private Capital Group Llc
Goodwin Investment Advisory
Ibex Wealth Advisors
Aurora Private Wealth, Inc.
Virtue Capital Management, LLC
Adviser Investments LLC
Ford Financial Group, LLC
Tranquility Partners, LLC
Carroll Financial Associates, Inc.
Samalin Investment Counsel, LLC
Marshall Wace, Llp
Cutler Group LP
Fortitude Advisory Group L.L.C.
Wolf Group Capital Advisors
Gerber Kawasaki Wealth & Investment Management
Prospera Financial Services Inc

Recent Quarter 37 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	46,982	255.46	58,460	255.73
Ameriprise Financial Inc	39,865	255.61	39,055	255.61
Tower Research Capital LLC (TRC)	23,211	255.48	994	255.53
Truist Financial Corp	16,431	255.49	7,280	255.49
Raymond James & Associates	15,568	255.46	16,041	255.47
HighTower Advisors, LLC	14,017	255.97	13,927	256.19
Strategic Wealth Advisors Group, LLC	13,293	0.23	12,918	0.23
AE Wealth Management LLC	11,138	255.43	9,062	255.46
Cambridge Investment Research Advisors, Inc.	10,128	255.43	9,625	255.48
Hills Bank & Trust Co	8,619	255.48	8,744	255.49
Merit Financial Group, LLC	8,069	255.42	16,038	255.46
Leuthold Group, Llc	7,771	255.44	5,628	255.51
Scotia Capital Inc.	7,247	255.42	7,646	255.43
Hrt Financial Lp	6,571	255.36	45,345	255.42
Equitable Holdings, Inc.	4,926	255.38	1,624	255.54
Janney Montgomery Scott LLC	4,717	255.46	4,958	256.96
Steward Partners Investment Advisory, Llc	4,169	0.24	3,138	0.32
United Capital Financial Advisers, Llc	3,548	255.36	3,471	255.55
Dumont & Blake Investment Advisors Llc	3,500	255.43	3,558	255.48
Fmr Llc	2,425	255.67	2,549	255.79

Recent Quarter 78 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Meitav Dash Investments Ltd	322,340	258.95	155,340	253.30
Phoenix Holdings Ltd.	290,644	259.01	17,505	255.41
Morgan Stanley	243,270	255.47	220,486	255.43
Bank Of America Corp /de/	212,408	255.47	137,062	255.43
Wells Fargo & Company/mn	118,589	255.47	106,187	255.44
UBS Group AG	100,285	255.47	119,156	255.43
Envestnet Asset Management Inc	80,663	255.47	85,662	255.43
LPL Financial LLC	72,114	255.47	59,425	255.43
Wharton Business Group, LLC	67,185	255.46	67,185	255.43
Royal Bank Of Canada	65,364	255.48	55,810	255.44
Northwestern Mutual Wealth Management Co	58,810	255.47	53,308	255.42
Mercer Global Advisors Inc /adv	57,129	255.47	66,678	255.44
Mml Investors Services, Llc	46,261	255.46	30,431	255.43
Goldman Sachs Group Inc	45,476	255.48	45,476	255.43
Minichmacgregor Wealth Management, Llc	37,519	255.44	34,900	255.42
Raymond James Financial Services Advisors, Inc.	35,632	255.47	40,311	255.44
First Republic Investment Management, Inc.	27,722	255.46	31,418	255.43
Commonwealth Equity Services, Llc	22,742	255.47	19,955	255.42
Mariner, LLC	21,126	255.47	21,934	255.45
Martin & Co Inc /tn/	19,626	255.48	19,250	255.43

Recent Quarter 69 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Phoenix Holdings Ltd.	273,139	290,644	259.01	17,505	255.41	1560.35
Meitav Dash Investments Ltd	167,000	322,340	258.95	155,340	253.30	107.51
Bank Of America Corp /de/	75,346	212,408	255.47	137,062	255.43	54.97
Morgan Stanley	22,784	243,270	255.47	220,486	255.43	10.33
Tower Research Capital LLC (TRC)	22,217	23,211	255.48	994	255.53	2235.11
Mml Investors Services, Llc	15,830	46,261	255.46	30,431	255.43	52.02
LPL Financial LLC	12,689	72,114	255.47	59,425	255.43	21.35
Wells Fargo & Company/mn	12,402	118,589	255.47	106,187	255.44	11.68
Tlwm	11,976	11,976	24.97	0		0.00
Royal Bank Of Canada	9,554	65,364	255.48	55,810	255.44	17.12
Cetera Investment Advisers	9,270	14,662	255.49	5,392	255.38	171.92
Truist Financial Corp	9,151	16,431	255.49	7,280	255.49	125.70
Avantax Advisory Services, Inc.	5,868	17,289	255.48	11,421	255.41	51.38
Northwestern Mutual Wealth Management Co	5,502	58,810	255.47	53,308	255.42	10.32
First National Corp /ma/ /adv	5,433	8,518	255.46	3,085	255.43	176.11
Thrivent Financial For Lutherans	4,977	7,512	257.59	2,535	255.62	196.33
Qube Research & Technologies Ltd	4,873	4,873	255.49	0		0.00
Jackson Wealth Management, LLC	3,713	6,297	255.52	2,584	255.42	143.69
Teamwork Financial Advisors, LLC	3,653	3,653	255.41	0		0.00
Snowden Capital Advisors LLC	3,625	9,056	255.41	5,431	255.39	66.75

Recent Quarter 41 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Assetmark, Inc	293,298	14	285.71	293,312	255.43	-100.00
Hrt Financial Lp	38,774	6,571	255.36	45,345	255.42	-85.51
UBS Group AG	18,871	100,285	255.47	119,156	255.43	-15.84
Bank Hapoalim Bm	18,062	2,850	255.44	20,912	255.40	-86.37
Advisor Group Holdings, Inc.	11,478	46,982	255.46	58,460	255.73	-19.63
Mercer Global Advisors Inc /adv	9,549	57,129	255.47	66,678	255.44	-14.32
Merit Financial Group, LLC	7,969	8,069	255.42	16,038	255.46	-49.69
Envestnet Asset Management Inc	4,999	80,663	255.47	85,662	255.43	-5.84
Raymond James Financial Services Advisors, Inc.	4,679	35,632	255.47	40,311	255.44	-11.61
First Republic Investment Management, Inc.	3,696	27,722	255.46	31,418	255.43	-11.76
New York State Common Retirement Fund	3,357	11,841	255.47	15,198	255.43	-22.09
Wellington Management Group Llp	3,357	11,841	255.47	15,198	255.43	-22.09
Kingsview Wealth Management, LLC	2,854	1,189	255.68	4,043	255.50	-70.59
Spire Wealth Management	1,013	52	250.00	1,065	255.40	-95.12
Advisory Services Network, LLC	833	1,917	255.61	2,750	255.27	-30.29
Mariner, LLC	808	21,126	255.47	21,934	255.45	-3.68
Raymond James & Associates	473	15,568	255.46	16,041	255.47	-2.95
BerganKDV Wealth Management, LLC	468	4,415	255.49	4,883	255.38	-9.58
Creative Planning	422	1,949	255.52	2,371	255.59	-17.80
Scotia Capital Inc.	399	7,247	255.42	7,646	255.43	-5.22

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 1 Previous Institutes closed Put Positions

Name	Previous Puts
Cutler Group LP	0

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 1 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease
Susquehanna International Group, Llp	17,215	14,200	31,415	-54.80

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 6 New Institutes added position

Name	Shares	PPS
Peapack Gladstone Financial Corp	16,995	255.49
Financial Advocates Investment Management	8,553	255.47
Meridian Wealth Management, LLC	5,116	255.47
Banco Bilbao Vizcaya Argentaria, S.a.	1,750	255.43
Private Advisory Group LLC	1,294	255.80
Almanack Investment Partners, LLC.	718	256.27

Past Week 13 Institutes closed out their positions

Name	Shares	PPS
Clough Capital Partners L P	3,685	255.36
Beaumont Capital Management, LLC	1,567	255.26
Brown Brothers Harriman & Co	201	253.73
Venture Visionary Partners LLC	12	255416.67
Lakeview Capital Partners, LLC	213	253.52
Oppenheimer & Co Inc	4,090	255.50
Dynamic Technology Lab Private Ltd	880	255.68
Ubs Asset Management Americas Inc	88	250.00
Ascent Group, LLC	6,557	276.50
Jane Street Group, Llc	5,028	255.37
Retirement Group, LLC	5	200.00
ExodusPoint Capital Management, LP	387	255.81
Keystone Financial Group	1,020	255.88

Past Week 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Advisor Group Holdings, Inc.	46,982	255.46	58,460	255.73
Ameriprise Financial Inc	39,865	255.61	39,055	255.61
Tower Research Capital LLC (TRC)	23,211	255.48	994	255.53
HighTower Advisors, LLC	14,017	255.97	13,927	256.19
Strategic Wealth Advisors Group, LLC	13,293	0.23	12,918	0.23
Scotia Capital Inc.	7,247	255.42	7,646	255.43
Hrt Financial Lp	6,571	255.36	45,345	255.42
Equitable Holdings, Inc.	4,926	255.38	1,624	255.54
Steward Partners Investment Advisory, Llc	4,169	0.24	3,138	0.32
United Capital Financial Advisers, Llc	3,548	255.36	3,471	255.55
Fmr Llc	2,425	255.67	2,549	255.79
First Horizon Advisors, Inc.	1,904	255.25	2,087	255.39
Baird Financial Group, Inc.	1,523	255.42	1,530	255.56
Belpointe Asset Management LLC	1,276	255.49	1,304	256.13
Wealthspire Advisors, LLC	1,018	255.40	1,017	255.65
Dakota Wealth Management	909	255.23	1,285	255.25
Pnc Financial Services Group, Inc.	838	255.37	841	255.65
Castleview Partners, Llc	22	272.73	282	77851.06

Past Week 40 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Phoenix Holdings Ltd.	290,644	259.01	17,505	255.41
Morgan Stanley	243,270	255.47	220,486	255.43
Bank Of America Corp /de/	212,408	255.47	137,062	255.43
Wells Fargo & Company/mn	118,589	255.47	106,187	255.44
UBS Group AG	100,285	255.47	119,156	255.43
Envestnet Asset Management Inc	80,663	255.47	85,662	255.43
LPL Financial LLC	72,114	255.47	59,425	255.43
Royal Bank Of Canada	65,364	255.48	55,810	255.44
Northwestern Mutual Wealth Management Co	58,810	255.47	53,308	255.42
Mercer Global Advisors Inc /adv	57,129	255.47	66,678	255.44
Mml Investors Services, Llc	46,261	255.46	30,431	255.43
Goldman Sachs Group Inc	45,476	255.48	45,476	255.43
Commonwealth Equity Services, Llc	22,742	255.47	19,955	255.42
Mariner, LLC	21,126	255.47	21,934	255.45
Stifel Financial Corp	15,071	255.52	12,203	255.43
Cetera Investment Advisers	14,662	255.49	5,392	255.38
Jpmorgan Chase & Co	14,350	255.40	14,139	255.39
Cetera Advisors LLC	13,629	255.48	13,383	255.40
Susquehanna International Group, Llp	12,615	255.49	31,415	255.42
Tlwm	11,976	24.97	0
Wellington Management Group Llp	11,841	255.47	15,198	255.43
HBK Sorce Advisory LLC	10,525	255.58	10,922	255.54
Condor Capital Management	9,570	255.49	9,377	255.41
Snowden Capital Advisors LLC	9,056	255.41	5,431	255.39
GWM Advisors LLC	8,675	255.56	7,607	255.42
Thrivent Financial For Lutherans	7,512	257.59	2,535	255.62
Thrive Capital Management, LLC	6,528	255.51	6,907	255.39
Jackson Wealth Management, LLC	6,297	255.52	2,584	255.42
Beacon Pointe Advisors, LLC	6,164	256.33	6,414	256.31
Certified Advisory Corp	5,502	255.54	5,413	255.50
Bank Of Montreal /can/	5,199	273.32	2,945	261.12
Qube Research & Technologies Ltd	4,873	255.49	0
Cetera Advisor Networks LLC	2,708	255.54	2,681	255.50
Advisory Services Network, LLC	1,917	255.61	2,750	255.27
Sigma Planning Corp	1,682	255.65	1,514	255.61
Kingsview Wealth Management, LLC	1,189	255.68	4,043	255.50
Citigroup Inc	765	256.21	738	256.10
Founders Financial Alliance, LLC	256	253.91	213	253.52
Proequities, Inc.	171	257.31	121	256.20
Ameritas Investment Partners, Inc.	52	250.00	30	233.33

Past Week 36 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Phoenix Holdings Ltd.	273,139	290,644	259.01	17,505	255.41	1560.35
Bank Of America Corp /de/	75,346	212,408	255.47	137,062	255.43	54.97
Morgan Stanley	22,784	243,270	255.47	220,486	255.43	10.33
Tower Research Capital LLC (TRC)	22,217	23,211	255.48	994	255.53	2235.11
Mml Investors Services, Llc	15,830	46,261	255.46	30,431	255.43	52.02
LPL Financial LLC	12,689	72,114	255.47	59,425	255.43	21.35
Wells Fargo & Company/mn	12,402	118,589	255.47	106,187	255.44	11.68
Tlwm	11,976	11,976	24.97	0		0.00
Royal Bank Of Canada	9,554	65,364	255.48	55,810	255.44	17.12
Cetera Investment Advisers	9,270	14,662	255.49	5,392	255.38	171.92
Northwestern Mutual Wealth Management Co	5,502	58,810	255.47	53,308	255.42	10.32
Thrivent Financial For Lutherans	4,977	7,512	257.59	2,535	255.62	196.33
Qube Research & Technologies Ltd	4,873	4,873	255.49	0		0.00
Jackson Wealth Management, LLC	3,713	6,297	255.52	2,584	255.42	143.69
Snowden Capital Advisors LLC	3,625	9,056	255.41	5,431	255.39	66.75
Equitable Holdings, Inc.	3,302	4,926	255.38	1,624	255.54	203.33
Stifel Financial Corp	2,868	15,071	255.52	12,203	255.43	23.50
Commonwealth Equity Services, Llc	2,787	22,742	255.47	19,955	255.42	13.97
Bank Of Montreal /can/	2,254	5,199	273.32	2,945	261.12	76.54
GWM Advisors LLC	1,068	8,675	255.56	7,607	255.42	14.04
Steward Partners Investment Advisory, Llc	1,031	4,169	0.24	3,138	0.32	32.86
Ameriprise Financial Inc	810	39,865	255.61	39,055	255.61	2.07
Strategic Wealth Advisors Group, LLC	375	13,293	0.23	12,918	0.23	2.90
Cetera Advisors LLC	246	13,629	255.48	13,383	255.40	1.84
Jpmorgan Chase & Co	211	14,350	255.40	14,139	255.39	1.49
Condor Capital Management	193	9,570	255.49	9,377	255.41	2.06
Sigma Planning Corp	168	1,682	255.65	1,514	255.61	11.10
HighTower Advisors, LLC	90	14,017	255.97	13,927	256.19	0.65
Certified Advisory Corp	89	5,502	255.54	5,413	255.50	1.64
United Capital Financial Advisers, Llc	77	3,548	255.36	3,471	255.55	2.22
Proequities, Inc.	50	171	257.31	121	256.20	41.32
Founders Financial Alliance, LLC	43	256	253.91	213	253.52	20.19
Cetera Advisor Networks LLC	27	2,708	255.54	2,681	255.50	1.01
Citigroup Inc	27	765	256.21	738	256.10	3.66
Ameritas Investment Partners, Inc.	22	52	250.00	30	233.33	73.33
Wealthspire Advisors, LLC	1	1,018	255.40	1,017	255.65	0.10

Past Week 21 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Hrt Financial Lp	38,774	6,571	255.36	45,345	255.42	-85.51
UBS Group AG	18,871	100,285	255.47	119,156	255.43	-15.84
Susquehanna International Group, Llp	18,800	12,615	255.49	31,415	255.42	-59.84
Advisor Group Holdings, Inc.	11,478	46,982	255.46	58,460	255.73	-19.63
Mercer Global Advisors Inc /adv	9,549	57,129	255.47	66,678	255.44	-14.32
Envestnet Asset Management Inc	4,999	80,663	255.47	85,662	255.43	-5.84
Wellington Management Group Llp	3,357	11,841	255.47	15,198	255.43	-22.09
Kingsview Wealth Management, LLC	2,854	1,189	255.68	4,043	255.50	-70.59
Advisory Services Network, LLC	833	1,917	255.61	2,750	255.27	-30.29
Mariner, LLC	808	21,126	255.47	21,934	255.45	-3.68
Scotia Capital Inc.	399	7,247	255.42	7,646	255.43	-5.22
HBK Sorce Advisory LLC	397	10,525	255.58	10,922	255.54	-3.63
Thrive Capital Management, LLC	379	6,528	255.51	6,907	255.39	-5.49
Dakota Wealth Management	376	909	255.23	1,285	255.25	-29.26
Castleview Partners, Llc	260	22	272.73	282	77851.06	-92.20
Beacon Pointe Advisors, LLC	250	6,164	256.33	6,414	256.31	-3.90
First Horizon Advisors, Inc.	183	1,904	255.25	2,087	255.39	-8.77
Fmr Llc	124	2,425	255.67	2,549	255.79	-4.86
Belpointe Asset Management LLC	28	1,276	255.49	1,304	256.13	-2.15
Baird Financial Group, Inc.	7	1,523	255.42	1,530	255.56	-0.46
Pnc Financial Services Group, Inc.	3	838	255.37	841	255.65	-0.36

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

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Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

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Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name