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 1,045 87.00 87.15 86.70
Previous Quarter 1,075 88.00 87.16 87.48

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 13 153 137 55 82 55
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 1 0 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 5 3 33 6 14
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 11,473,112 17.15 43.98 14,015,155 20.95 87.06
Previous Quarter 5,790,111 8.65 87.15 14,043,384 20.99 87.75

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 6,897,688 87.15
VANGUARD GROUP INC 6,849,963
BlackRock Inc. 5,790,111 87.15
BlackRock Inc. 5,683,001
Lsv Asset Management 2,693,332 87.15
Yacktman Asset Management Lp 2,384,971 87.15
State Street Corp 2,364,523 87.76
Dimensional Fund Advisors Lp 2,230,812 87.15
IJH - iShares Core S&P Mid-Cap ETF 1,882,268 87.15
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,821,978 87.15
Macquarie Group Ltd 1,622,977 87.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,588,861 87.15
Fmr Llc 1,581,132 87.15
Massachusetts Financial Services Co /ma/ 1,414,414 87.15
Cooke & Bieler Lp 1,194,689 88.16
Victory Capital Management Inc 1,164,275 87.11
YACKX - AMG Yacktman Fund Class I 1,150,000 87.15
Snyder Capital Management L P 1,140,086 87.15
MVCAX - MFS Mid Cap Value Fund A 1,122,120 87.15
Equity Investment Corp 1,060,837 87.15

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
Vanguard Group Inc 6,897,688 87.15
BlackRock Inc. 5,790,111 87.15
Lsv Asset Management 2,693,332 87.15
Yacktman Asset Management Lp 2,384,971 87.15
State Street Corp 2,364,523 87.76
Dimensional Fund Advisors Lp 2,230,812 87.15
IJH - iShares Core S&P Mid-Cap ETF 1,882,268 87.15
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,821,978 87.15
Macquarie Group Ltd 1,622,977 87.00
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,588,861 87.15
Fmr Llc 1,581,132 87.15
Massachusetts Financial Services Co /ma/ 1,414,414 87.15
Cooke & Bieler Lp 1,226,539 87.15
Victory Capital Management Inc 1,164,275 87.11
YACKX - AMG Yacktman Fund Class I 1,150,000 87.15
Snyder Capital Management L P 1,140,086 87.15
MVCAX - MFS Mid Cap Value Fund A 1,122,120 87.15
Equity Investment Corp 1,060,837 87.15
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 1,040,328 87.15
Shapiro Capital Management Llc 924,421 87.15

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 6,849,963
AVFIX - American Beacon Small Cap Value Fund Institutional Class 257,965 85.11
BIVIX - Invenomic Fund Institutional Class shares 144,391 85.11
XMMO - Invesco S&P MidCap Momentum ETF 82,215 85.11
FESRX - First Eagle Small Cap Opportunity Fund Class R6 19,178 85.10
FTLS - First Trust Long/Short Equity ETF 12,418 85.12
NWHDX - Nationwide Bailard Cognitive Value Fund Class A 8,100 85.06
REUYX - Sustainable Equity Fund Class Y 3,557 85.18
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 2,675 85.23
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class 471 84.93
FSC Wealth Advisors, LLC 48 83.33
Steward Financial Group LLC 26 76.92
Harbor Investment Advisory, Llc 10 100.00
Name Shares PPS
Weybosset Research & Management Llc 95,825 96.64
FSWCX - Fidelity SAI U.S. Value Index Fund 39,614 95.22
AustralianSuper Pty Ltd 31,839 87.16
O'Shares Investment Advisers, LLC 20,384 87.13
Weiss Strategic Interval Fund 16,297 89.03
Marshall Wace North America L.P. 14,051 89.03
BCIFX - Blue Chip Investor Fund 12,400 89.03
IPMIX - Voya Index Plus MidCap Portfolio Class I 12,091 88.99
Jane Street Group, Llc 8,876 87.20
Albert D Mason Inc 8,773 87.20
Landsberg, Bennett, & Dubbaneh LLC 8,707 90.50
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 7,600 94.74
PTMC - Pacer Trendpilot US Mid Cap ETF 7,384 95.21
MLVEX - BMO Low Volatility Equity Fund Class I 5,965 93.21
Legacy Wealth Asset Management, LLC 5,892 87.07
Parsec Financial Management, Inc. 5,381 87.16
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 4,591 89.09
World Asset Management Inc 3,863 89.05
STAAA - SA PGI Asset Allocation Portfolio Class 3 2,616 89.07
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 1,873 89.16
Group One Trading, L.p. 1,600 86.88
Group One Trading, L.p. 1,600 86.88
BBUS - JPMorgan BetaBuilders U.S. Equity ETF 1,267 95.50
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 780 88.46
IFP Advisors, Inc 574 97.56
IBPIX - Voya Balanced Portfolio Class I 502 89.64
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 453 88.30
MLUAX - MassMutual Select Mid-Cap Value Fund Class A 356 89.89
Clean Yield Group 320 87.50
Koshinski Asset Management, Inc. 215 88.37
Asset Dedication, LLC 200 85.00
Gemmer Asset Management LLC 105 85.71
Berman Capital Advisors, LLC 89 78.65
Twin Tree Management, LP 15 66.67
Global Retirement Partners, LLC 3
Eubel Brady & Suttman Asset Management Inc
Cypress Capital Management Llc
Advisory Services Network, LLC
Advisor Resource Council
Benedict Financial Advisors Inc
Holloway Wealth Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Strategic Blueprint, LLC
Polar Asset Management Partners Inc.
Rocky Mountain Advisers, Llc
Vigilant Capital Management, LLC
Tudor Investment Corp Et Al
Weaver C. Barksdale & Associates, Inc.
Smith, Salley & Associates
Zullo Investment Group, Inc.
Pzena Investment Management Llc
Lapides Asset Management, LLC
Ellevest, Inc.
GSPKX - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Hutchinson Capital Management/ca
Livforsakringsbolaget Skandia, Omsesidigt
Alta Capital Management Llc/
Independent Advisor Alliance
Orion Portfolio Solutions, LLC
Sapience Investments, LLC
J. Goldman & Co LP
GFSYX - Strategic Alternatives Fund Institutional
Teza Capital Management LLC
Candriam Luxembourg S.C.A.
Krane Funds Advisors LLC
Psagot Value Holdings Ltd. / (Israel)
Dynamic Technology Lab Private Ltd
Norwood Financial Corp
Y-Intercept (Hong Kong) Ltd
Hsbc Holdings Plc
Cinctive Capital Management LP
Gerber Kawasaki Wealth & Investment Management
Sciencast Management LP
AMP Capital Investors Ltd
Becker Capital Management Inc
Wellington Management Group Llp
Opus Investment Management Inc
Paloma Partners Management Co
Point72 Asset Management, L.P.
Renaissance Group Llc
Banco Bilbao Vizcaya Argentaria, S.a.
Lingohr & Partner Asset Management GmbH
Wrapmanager Inc
BlackDiamond Wealth Management Inc.
IAG Wealth Partners, LLC
North Point Portfolio Managers Corp/oh
Eagle Bay Advisors LLC
Hrt Financial Lp
Ziegler Capital Management, LLC
Prelude Capital Management, Llc
Moors & Cabot, Inc.
Bartlett & Co. LLC
Twinbeech Capital Lp
DiMeo Schneider & Associates, L.L.C.
Kingsview Wealth Management, LLC
Two Sigma Investments, Lp
VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF
Anderson Hoagland & Co
Amerivest Investment Management LLC
Quadrature Capital Ltd
Trexquant Investment LP
AGF Investments LLC
SCHX - Schwab U.S. Large-Cap ETF
Donald L. Hagan, LLC
Strategic Asset Management, LLC
Campbell & CO Investment Adviser LLC
Marshall Wace, Llp
Pacer Advisors, Inc.
Hennion & Walsh Asset Management, Inc.
WASHINGTON TRUST Co
Glenmede Trust Co Na
Standard Life Aberdeen plc
Gsa Capital Partners Llp
Aigen Investment Management, Lp
Seven Eight Capital, Lp
Proequities, Inc.
Atlas Private Wealth Advisors
Liberty Wealth Management Llc
Signet Financial Management, Llc
Schonfeld Strategic Advisors LLC
Allworth Financial LP
Oak Thistle LLC
ExodusPoint Capital Management, LP
Wolverine Trading, Llc
Cornerstone Advisory, LLC
Voloridge Investment Management, Llc
Wellington Shields Capital Management, LLC
Norges Bank
Carolinas Wealth Consulting Llc
Vontobel Holding Ltd.
Check Capital Management Inc/ca
Angeles Investment Advisors, LLC
Qube Research & Technologies Ltd
Meridian Wealth Partners, LLC
Boothbay Fund Management, Llc
Knightsbridge Asset Management, Llc
Premier Fund Managers Ltd
Weiss Multi-Strategy Advisers LLC
Caisse De Depot Et Placement Du Quebec
Mirae Asset Global Investments Co., Ltd.
Mirabella Financial Services Llp
Capital Advisors, Ltd. LLC
Metropolitan Life Insurance Co/ny
Candlestick Capital Management LP
FVCIX - Fidelity Flex Large Cap Value II Fund
O'shaughnessy Asset Management, Llc
Wolverine Trading, Llc
Cetera Investment Advisers
Ontario Teachers Pension Plan Board
Ivy Lane Capital Management, Llc
Jones Financial Companies Lllp
Greenwich Investment Management, Inc.
Arkadios Wealth Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 835,000 85.11 872,700 94.70
FDMLX - Fidelity Series Intrinsic Opportunities Fund 750,000 85.11 750,000 94.70
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 565,002 85.11 525,981 94.70
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 539,901 85.11 513,989 94.70
FLPSX - Fidelity Low-Priced Stock Fund 517,133 85.11 578,373 94.70
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 407,766 85.11 437,429 94.70
VASVX - Vanguard Selected Value Fund Investor Shares 295,300 85.11 295,300 94.70
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 261,567 85.11 262,134 94.70
RSEAX - U.S. Strategic Equity Fund Class A 216,303 85.11 227,374 94.70
DFAT - Dimensional U.S. Targeted Value ETF 174,876 85.11 161,759 94.70
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 167,740 85.11 167,740 94.70
FSMDX - Fidelity Mid Cap Index Fund 164,487 85.11 150,945 94.70
DGRO - iShares Core Dividend Growth ETF 138,321 85.11 126,468 94.70
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 132,159 85.11 141,571 94.70
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 112,500 85.11 112,500 94.70
FXG - First Trust Consumer Staples AlphaDEX Fund 93,292 85.11 54,887 94.70
EICVX - EIC Value Fund Class A 79,160 85.11 71,635 94.70
DFAC - Dimensional U.S. Core Equity 2 ETF 70,508 85.11 67,241 94.70
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 62,421 85.12 63,220 94.70
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 62,317 85.11 62,317 94.69
Name Current Shares Current PPS Previous Shares Previous PPS
Cooke & Bieler Lp 1,194,689 88.16 1,226,539 87.15
Leeward Investments, LLC - MA 481,892 88.16 490,920 87.15
Grace & White Inc /ny 155,790 88.16 155,790 87.15
DAVENPORT & Co LLC 76,129 88.17 74,672 87.30
Wedge Capital Management L L P/nc 74,844 88.16 87,114 87.15
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 59,031 94.70 59,031 88.73
Keene & Associates, Inc. 35,385 88.17 35,430 87.16
Highland Capital Management, Llc 30,275 88.16 30,375 87.14
Kempner Capital Management Inc. 21,142 88.17 21,142 87.17
Money Concepts Capital Corp 18,703 89.77 19,123 87.17
Washington Capital Management Inc 18,555 88.17 18,525 87.13
Summit Global Investments 15,319 90.48 0
Atlantic Union Bankshares Corp 15,000 88.13 15,000 87.13
Uncommon Cents Investing LLC 13,170 88.15 13,195 87.15
Hanson & Doremus Investment Management 11,325 88.12 9,236 87.16
Bank of New Hampshire 11,205 88.17 11,222 87.15
Cohen Klingenstein LLC 11,000 88.18 11,000 87.18
New Mexico Educational Retirement Board 10,400 88.17 13,900 87.12
Truist Financial Corp 10,386 88.20 10,568 87.15
State of Alaska, Department of Revenue 9,515 88.07 9,365 87.13
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 39,021 565,002 85.11 525,981 94.70 7.42
FXG - First Trust Consumer Staples AlphaDEX Fund 38,405 93,292 85.11 54,887 94.70 69.97
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 25,912 539,901 85.11 513,989 94.70 5.04
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 21,459 36,899 85.10 15,440 94.69 138.98
Summit Global Investments 15,319 15,319 90.48 0 0.00
FSMDX - Fidelity Mid Cap Index Fund 13,542 164,487 85.11 150,945 94.70 8.97
DFAT - Dimensional U.S. Targeted Value ETF 13,117 174,876 85.11 161,759 94.70 8.11
DGRO - iShares Core Dividend Growth ETF 11,853 138,321 85.11 126,468 94.70 9.37
DFAS - Dimensional U.S. Small Cap ETF 11,803 29,434 85.11 17,631 94.72 66.94
IYK - iShares U.S. Consumer Goods ETF 9,095 37,614 85.10 28,519 94.71 31.89
EICVX - EIC Value Fund Class A 7,525 79,160 85.11 71,635 94.70 10.50
NUSC - Nuveen ESG Small-Cap ETF 5,373 40,218 85.11 34,845 94.71 15.42
FSTA - Fidelity MSCI Consumer Staples Index ETF 4,487 37,057 85.11 32,570 94.69 13.78
DFAC - Dimensional U.S. Core Equity 2 ETF 3,267 70,508 85.11 67,241 94.70 4.86
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2,778 32,804 85.11 30,026 94.68 9.25
PRF - Invesco FTSE RAFI US 1000 ETF 2,691 24,787 85.13 22,096 94.68 12.18
JHSC - John Hancock Multifactor Small Cap ETF 2,459 13,748 85.10 11,289 94.69 21.78
PMPRX - MidCap Value Fund I R-3 2,426 4,985 85.06 2,559 94.57 94.80
FLCOX - Fidelity Large Cap Value Index Fund 2,389 18,040 85.09 15,651 94.69 15.26
Paragon Capital Management Ltd 2,316 2,316 88.08 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FLPSX - Fidelity Low-Priced Stock Fund 61,240 517,133 85.11 578,373 94.70 -10.59
SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 37,700 835,000 85.11 872,700 94.70 -4.32
Cooke & Bieler Lp 31,850 1,194,689 88.16 1,226,539 87.15 -2.60
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 29,663 407,766 85.11 437,429 94.70 -6.78
Wedge Capital Management L L P/nc 12,270 74,844 88.16 87,114 87.15 -14.08
RSEAX - U.S. Strategic Equity Fund Class A 11,071 216,303 85.11 227,374 94.70 -4.87
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 9,412 132,159 85.11 141,571 94.70 -6.65
Leeward Investments, LLC - MA 9,028 481,892 88.16 490,920 87.15 -1.84
JVAL - JPMorgan U.S. Value Factor ETF 4,435 6,933 85.10 11,368 94.74 -39.01
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 4,425 7,314 85.04 11,739 94.73 -37.69
New Mexico Educational Retirement Board 3,500 10,400 88.17 13,900 87.12 -25.18
FLKSX - Fidelity Low-Priced Stock K6 Fund 3,432 48,169 85.12 51,601 94.71 -6.65
REBYX - U.S. Small Cap Equity Fund Class Y 2,178 27,409 85.12 29,587 94.70 -7.36
Spire Wealth Management 2,112 2,438 88.19 4,550 87.25 -46.42
JPUS - JPMorgan Diversified Return U.S. Equity ETF 1,425 19,346 85.13 20,771 94.70 -6.86
Koss-Olinger Consulting, LLC 1,287 3,264 88.24 4,551 87.23 -28.28
RFV - Invesco S&P MidCap 400 Pure Value ETF 1,032 7,276 85.07 8,308 94.73 -12.42
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 799 62,421 85.12 63,220 94.70 -1.26
Ferguson Wellman Capital Management, Inc 785 7,245 88.20 8,030 87.17 -9.78
ISCV - iShares Morningstar Small-Cap Value ETF 650 13,551 85.09 14,201 94.71 -4.58
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Washington Capital Management Inc 30 18,555 18,525 0.16
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Steward Financial Group LLC 26 76.92
Harbor Investment Advisory, Llc 10 100.00
Name Shares PPS
Gemmer Asset Management LLC 105 85.71
Legacy Wealth Asset Management, LLC 5,892 87.07
Asset Dedication, LLC 200 85.00
Clean Yield Group 320 87.50
O'Shares Investment Advisers, LLC 20,384 87.13
Name Current Shares Current PPS Previous Shares Previous PPS
Louisiana State Employees Retirement System 17,400 86.84 17,400 90.57
Beacon Financial Group 13,241 87.53 13,571 88.06
TCI Wealth Advisors, Inc. 47 85.11 47 106.38
Name Current Shares Current PPS Previous Shares Previous PPS
Cooke & Bieler Lp 1,194,689 88.16 1,226,539 87.15
Leeward Investments, LLC - MA 481,892 88.16 490,920 87.15
Grace & White Inc /ny 155,790 88.16 155,790 87.15
DAVENPORT & Co LLC 76,129 88.17 74,672 87.30
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 59,031 94.70 59,031 88.73
Keene & Associates, Inc. 35,385 88.17 35,430 87.16
Kempner Capital Management Inc. 21,142 88.17 21,142 87.17
Money Concepts Capital Corp 18,703 89.77 19,123 87.17
Atlantic Union Bankshares Corp 15,000 88.13 15,000 87.13
Hanson & Doremus Investment Management 11,325 88.12 9,236 87.16
New Mexico Educational Retirement Board 10,400 88.17 13,900 87.12
Truist Financial Corp 10,386 88.20 10,568 87.15
NorthCrest Asset Manangement, LLC 7,250 88.14 7,250 87.17
Exchange Traded Concepts, Llc 7,063 88.21 7,256 87.10
Commonwealth Equity Services, Llc 5,871 88.06 5,737 87.15
Brinker Capital Investments, LLC 5,346 88.10 5,612 87.13
Altium Wealth Management LLC 4,865 88.18 4,403 87.21
Comerica Securities,inc. 4,420 88.91 4,530 87.86
SPMIX - S&P MidCap Index Fund Direct Shares 3,551 94.62 3,551 88.71
First City Capital Management, Inc. 2,804 88.09 2,804 87.02
MAI Capital Management 2,788 88.24 2,794 86.97
Tarbox Family Office, Inc. 2,640 88.26 2,640 87.12
Spire Wealth Management 2,438 88.19 4,550 87.25
Paragon Capital Management Ltd 2,316 88.08 0
Boston Trust Walden Corp 2,307 87.99 2,307 87.13
Umb Bank N A/mo 1,251 87.93 1,267 87.61
North Star Investment Management Corp. 800 88.75 800 87.50
Geneos Wealth Management Inc. 637 89.48 637 86.34
Trust Co Of Vermont 578 88.24 0
First Command Bank 200 90.00 200 85.00
First Command Financial Services, Inc. 200 90.00 200 85.00
JNBA Financial Advisors 40 100.00 40 75.00
Win Advisors, Inc 31 96.77 39 76.92
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Paragon Capital Management Ltd 2,316 2,316 88.08 0 0.00
Hanson & Doremus Investment Management 2,089 11,325 88.12 9,236 87.16 22.62
DAVENPORT & Co LLC 1,457 76,129 88.17 74,672 87.30 1.95
Trust Co Of Vermont 578 578 88.24 0 0.00
Altium Wealth Management LLC 462 4,865 88.18 4,403 87.21 10.49
Commonwealth Equity Services, Llc 134 5,871 88.06 5,737 87.15 2.34
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cooke & Bieler Lp 31,850 1,194,689 88.16 1,226,539 87.15 -2.60
Leeward Investments, LLC - MA 9,028 481,892 88.16 490,920 87.15 -1.84
New Mexico Educational Retirement Board 3,500 10,400 88.17 13,900 87.12 -25.18
Spire Wealth Management 2,112 2,438 88.19 4,550 87.25 -46.42
Money Concepts Capital Corp 420 18,703 89.77 19,123 87.17 -2.20
Beacon Financial Group 330 13,241 87.53 13,571 88.06 -2.43
Brinker Capital Investments, LLC 266 5,346 88.10 5,612 87.13 -4.74
Exchange Traded Concepts, Llc 193 7,063 88.21 7,256 87.10 -2.66
Truist Financial Corp 182 10,386 88.20 10,568 87.15 -1.72
Comerica Securities,inc. 110 4,420 88.91 4,530 87.86 -2.43
Keene & Associates, Inc. 45 35,385 88.17 35,430 87.16 -0.13
Umb Bank N A/mo 16 1,251 87.93 1,267 87.61 -1.26
Win Advisors, Inc 8 31 96.77 39 76.92 -20.51
MAI Capital Management 6 2,788 88.24 2,794 86.97 -0.21
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