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 | 1,583 | 520.00 | 165.96 | 173.82 |
| Previous Quarter | 1,646 | 515.00 | 165.98 | 174.66 |
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 | 239 | 334 | 11 | 123 | 138 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 2 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 9 | 13 | 150 | 7 | 51 | 61 |
| 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 | 3,913,639 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 3,913,639 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
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/ | 49,599,740 | 165.98 |
| Morgan Stanley | 30,729,467 | 165.98 |
| CFS Investment Advisory Services, LLC | 18,053,329 | 0.09 |
| Jpmorgan Chase & Co | 15,138,649 | 165.98 |
| Goldman Sachs Group Inc | 15,112,209 | 165.98 |
| Fmr Llc | 12,666,805 | 165.98 |
| Jones Financial Companies Lllp | 11,437,604 | 167.39 |
| Financial Engines Advisors L.L.C. | 10,971,895 | 165.98 |
| UBS Group AG | 7,259,032 | 165.98 |
| Envestnet Asset Management Inc | 6,793,989 | 165.98 |
| Wells Fargo & Company/mn | 5,821,006 | 165.98 |
| Synovus Financial Corp | 5,198,307 | 165.98 |
| Alaska Permanent Fund Corp | 4,034,291 | 165.98 |
| Raymond James & Associates | 3,976,451 | 165.98 |
| BlackRock Inc. | 3,913,639 | 165.98 |
| Baird Financial Group, Inc. | 3,686,074 | 165.98 |
| Pnc Financial Services Group, Inc. | 3,259,199 | 165.98 |
| Northern Trust Corp | 3,061,491 | 165.98 |
| American Century Companies Inc | 2,671,774 | 165.98 |
| LPL Financial LLC | 2,620,758 | 165.98 |
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/ | 49,599,740 | 165.98 |
| Morgan Stanley | 30,729,467 | 165.98 |
| CFS Investment Advisory Services, LLC | 18,053,329 | 0.09 |
| Jpmorgan Chase & Co | 15,138,649 | 165.98 |
| Goldman Sachs Group Inc | 15,112,209 | 165.98 |
| Fmr Llc | 12,666,805 | 165.98 |
| Jones Financial Companies Lllp | 11,437,604 | 167.39 |
| Financial Engines Advisors L.L.C. | 10,971,895 | 165.98 |
| UBS Group AG | 7,259,032 | 165.98 |
| Envestnet Asset Management Inc | 6,793,989 | 165.98 |
| Wells Fargo & Company/mn | 5,821,006 | 165.98 |
| Synovus Financial Corp | 5,198,307 | 165.98 |
| Alaska Permanent Fund Corp | 4,034,291 | 165.98 |
| Raymond James & Associates | 3,976,451 | 165.98 |
| BlackRock Inc. | 3,913,639 | 165.98 |
| Baird Financial Group, Inc. | 3,686,074 | 165.98 |
| Pnc Financial Services Group, Inc. | 3,259,199 | 165.98 |
| Northern Trust Corp | 3,061,491 | 165.98 |
| American Century Companies Inc | 2,671,774 | 165.98 |
| LPL Financial LLC | 2,620,758 | 165.98 |
| Name | Shares | PPS |
|---|---|---|
| Paragon Advisors, LLC | 90,821 | 144.97 |
| Demars Financial Group, LLC | 40,262 | 144.98 |
| First Pacific Financial | 10,160 | 144.98 |
| Farmer Steven Patrick | 5,503 | 145.01 |
| McAdam, LLC | 5,150 | 145.05 |
| Bell Rock Capital Llc | 2,448 | 145.02 |
| Heritage Financial Services, LLC | 2,306 | 144.84 |
| Bromfield Sneider Wealth Advisors | 1,920 | 144.79 |
| MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class | 1,783 | 156.48 |
| Bell Bank | 1,451 | 144.73 |
| Momentum Advisors, LLC | 1,400 | 145.00 |
| Pettinga Financial Advisors, LLC | 1,386 | 145.02 |
| Field & Main Bank | 433 | 145.50 |
| Rosenberg Matthew Hamilton | 211 | 431.28 |
| PFG Private Wealth Management, LLC | 132 | 143.94 |
| Gleason Group, Inc. | 54 | 148.15 |
| Name | Shares | PPS |
|---|---|---|
| BlackRock Inc. | 3,913,639 | 165.98 |
| Bbva Usa | 287,193 | 156.51 |
| BIGRX - Income & Growth Fund Investor Class | 186,948 | 156.51 |
| Citadel Advisors Llc | 136,400 | 165.98 |
| Crescent Capital Consulting, LLC | 96,814 | 167.92 |
| Country Club Trust Company, n.a. | 76,205 | 167.97 |
| Homrich & Berg | 45,610 | 156.50 |
| Managed Account Services Inc | 28,723 | 156.49 |
| Ameritas Investment Corp | 25,711 | 0.16 |
| Mid Atlantic Financial Management Inc/adv | 24,270 | 156.49 |
| Frisch Financial Group, Inc. | 23,017 | |
| AVGIX - Vp Income & Growth Fund Class I | 20,872 | 156.53 |
| Northstar Advisory Group, LLC | 15,910 | 166.00 |
| Carroll Financial Associates, Inc. | 13,885 | 167.37 |
| Rinet Co LLC | 10,888 | 156.50 |
| CAMG Solamere Management, LLC | 9,285 | 157.14 |
| MEPAX - MassMutual Premier Disciplined Value Fund Class A | 8,779 | 156.51 |
| Harbor Financial Services, Llc | 8,667 | 156.46 |
| AFVLX - Applied Finance Select Fund Investor Class | 7,000 | 164.57 |
| Asset Dedication, LLC | 6,846 | 165.94 |
| Johanson Financial Advisors, Inc. | 6,813 | 167.91 |
| Harborview Advisors, LLC | 6,147 | 156.50 |
| Hochman Cole Investment Advisors, Inc. | 4,819 | 156.46 |
| Hnp Capital Llc | 4,783 | 166.00 |
| Farr Miller & Washington Llc/dc | 4,607 | 156.50 |
| Landsberg, Bennett, & Dubbaneh LLC | 4,094 | 158.52 |
| New England Investment & Retirement Group, Inc. | 4,026 | 156.48 |
| Paladin Advisory Group, LLC | 4,007 | 166.46 |
| Newport Wealth Strategies, Inc. | 3,940 | 156.60 |
| Alexandria Capital, LLC | 3,754 | 156.63 |
| First Mercantile Trust Co | 3,267 | 156.41 |
| IFP Advisors, Inc | 3,176 | 168.45 |
| Weiss Strategic Interval Fund | 2,919 | 156.56 |
| Green Square Capital Advisors Llc | 2,902 | 166.09 |
| Resource Consulting Group Inc | 2,885 | 166.03 |
| Spotlight Asset Group, Inc. | 2,831 | 156.48 |
| Qci Asset Management Inc/ny | 2,746 | 156.59 |
| First Midwest Bank Trust Division | 2,598 | 167.82 |
| Waypoint Capital Advisors, LLC | 2,589 | 166.09 |
| Mayflower Financial Advisors, LLC | 2,558 | 166.15 |
| Ignite Planners, LLC | 2,540 | 161.81 |
| O'Brien Wealth Partners LLC | 2,478 | 153.35 |
| Bft Financial Group, Llc | 2,204 | 165.61 |
| Capital Advisors Inc/ok | 1,992 | 166.16 |
| Unified Trust Company, N.A. | 1,800 | 156.67 |
| ARS Investment Partners, LLC | 1,782 | 166.11 |
| NorthCoast Asset Management LLC | 1,711 | 156.63 |
| Foundations Investment Advisors, LLC | 1,519 | 165.24 |
| Blue Zone Wealth Advisors, LLC | 1,470 | 165.99 |
| Cardan Capital Partners, LLC | 1,457 | 156.49 |
| Dubuque Bank & Trust Co | 1,424 | 165.73 |
| Nkcfo Llc | 1,400 | 165.71 |
| Chicago Capital, LLC | 1,363 | 165.81 |
| Insight Wealth Strategies, LLC | 1,306 | 166.16 |
| Stone Point Wealth LLC | 1,265 | 166.80 |
| Alpha Cubed Investments, LLC | 1,259 | 166.00 |
| Dixon Hubard Feinour & Brown Inc/va | 1,214 | 165.57 |
| Heritage Wealth Management, Llc | 1,071 | 156.86 |
| Gemmer Asset Management LLC | 679 | 164.95 |
| BerganKDV Wealth Management, LLC | 513 | 165.69 |
| L2 Asset Management, LLC | 395 | 16597.47 |
| Wealth Quarterback LLC | 386 | |
| Future Financial Wealth Managment LLC | 300 | 166.67 |
| Berman Capital Advisors, LLC | 299 | 153.85 |
| McCarthy Asset Management, Inc. | 271 | 166.05 |
| Security National Trust Co | 250 | 160.00 |
| Sonora Investment Management, LLC | 154 | 155.84 |
| Tradewinds Capital Management, LLC | 24 | 166.67 |
| 4Thought Financial Group Inc. | 23 | 173.91 |
| Miller Howard Investments Inc /ny | ||
| Lyell Wealth Management, Lp | ||
| Paradigm, Strategies in Wealth Management, LLC | ||
| Inscription Capital, LLC | ||
| Cooke & Bieler Lp | ||
| Two Sigma Securities, Llc | ||
| Scotia Capital Inc. | ||
| Bingham Osborn & Scarborough Llc | ||
| SMI Advisory Services, LLC | ||
| Van Leeuwen & Company, LLC | ||
| Flagship Private Wealth, LLC | ||
| Alhambra Investment Partners LLC | ||
| Tompkins Financial Corp | ||
| QCM Cayman, Ltd. | ||
| Barrett Asset Management, LLC | ||
| Lion Street Advisors, LLC | ||
| Eagle Capital Management Llc | ||
| Consolidated Planning Corp | ||
| Moody Lynn & Lieberson, Llc | ||
| GFG Capital, LLC | ||
| Exchange Traded Concepts, Llc | ||
| Childress Capital Advisors, Llc | ||
| Autus Asset Management, LLC | ||
| Rinkey Investments | ||
| Delta Asset Management Llc/tn | ||
| Punch & Associates Investment Management, Inc. | ||
| Corundum Group, Inc. | ||
| Balyasny Asset Management Llc | ||
| Drexel Morgan & Co. | ||
| LexAurum Advisors, LLC | ||
| Hillman Capital Management, Inc. | ||
| Lake Street Advisors Group, Llc | ||
| Chemistry Wealth Management LLC | ||
| D'Orazio & Associates, Inc. | ||
| Legacy Wealth Asset Management, LLC | ||
| Minot Capital, Lp | ||
| Narwhal Capital Management | ||
| Old Mission Capital Llc | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| UBP Investment Advisors SA | ||
| Country Trust Bank | ||
| ExodusPoint Capital Management, LP | ||
| Wexford Capital Lp | ||
| GDIIX - RNC Genter Dividend Income Fund | ||
| IAM Advisory, LLC | ||
| Windsor Creek Advisors, Llc | ||
| Epic Trust Investment Advisors, LLC | ||
| Arbor Trust Wealth Advisors, Llc | ||
| Gunma Bank,Ltd. | ||
| WoodTrust Financial Corp | ||
| Scharf Investments, Llc | ||
| Rodgers & Associates, LTD | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| PFG Advisors | ||
| MA Private Wealth | ||
| Boothbay Fund Management, Llc | ||
| Van Strum & Towne Inc. | ||
| KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | ||
| Paradigm Financial Partners, Llc | ||
| Beacon Capital Management, Inc. | ||
| W.G. Shaheen & Associates DBA Whitney & Co | ||
| J.Safra Asset Management Corp | ||
| Peloton Wealth Strategists | ||
| Madison Asset Management, LLC | ||
| Federated Hermes, Inc. | ||
| Delos Wealth Advisors, LLC | ||
| Andesa Financial Management Inc. | ||
| Gilbert & Cook, Inc. | ||
| Hudock, Inc. | ||
| Harris Associates L P | ||
| Renaissance Technologies Llc | ||
| Ahl Investment Management, Inc. | ||
| First Financial Bank - Trust Division | ||
| Clearview Wealth Advisors LLC | ||
| Cabana Llc | ||
| Ergoteles LLC | ||
| Zwj Investment Counsel Inc | ||
| Rather & Kittrell, Inc. | ||
| HWG Holdings LP | ||
| SevenBridge Financial Group, LLC | ||
| Cypress Point Wealth Management, LLC | ||
| Smart Portfolios, LLC | ||
| Mizuho Bank, Ltd. | ||
| Old North State Trust, LLC | ||
| Berkshire Asset Management Llc/pa | ||
| Ade, Llc | ||
| Keudell/Morrison Wealth Management | ||
| Empirical Asset Management, LLC | ||
| Clear Street Markets Llc | ||
| LWM Advisory Services, LLC | ||
| Quantbot Technologies LP | ||
| Capital International Investors | ||
| Security National Bank Of So Dak | ||
| Fifth Third Securities, Inc. | ||
| Css Llc/il | ||
| Gainplan LLC | ||
| AlphaStar Capital Management, LLC | ||
| Lumature Wealth Partners, LLC | ||
| RPG Investment Advisory, LLC | ||
| Absolute Capital Management, LLC | ||
| Ambassador Advisors, LLC | ||
| Wealth Alliance | ||
| King Luther Capital Management Corp | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Financial Sense Advisors, Inc. | ||
| ERTS Wealth Advisors, LLC | ||
| JT Stratford LLC | ||
| Jacobi Capital Management LLC | ||
| Cannon Global Investment Management, LLC | ||
| Stonebridge Financial Planning Group, LLC | ||
| Huntington National Bank | ||
| Regency Capital Management Inc.\DE | ||
| Genesee Capital Advisors, LLC | ||
| Evolution Wealth Advisors, LLC | ||
| Corbenic Partners LLC | ||
| Bluefin Capital Management, Llc | ||
| Scopus Asset Management, L.p. | ||
| Independent Advisor Alliance | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Atlas Private Wealth Advisors | ||
| Css Llc/il | ||
| Banco Santander, S.A. | ||
| Chilton Capital Management Llc | ||
| TD Capital Management LLC | ||
| Solstein Capital, LLC | ||
| Firestone Capital Management | ||
| Sowell Financial Services LLC | ||
| Van Eck Associates Corp | ||
| Metropolitan Life Insurance Co/ny | ||
| Coho Partners, Ltd. | ||
| Actinver Wealth Management, Inc. | ||
| Phoenix Wealth Advisors | ||
| Leverty Financial Group, LLC | ||
| Security National Bank | ||
| StoneX Group Inc. | ||
| Antonetti Capital Management LLC | ||
| Burney Co/ | ||
| Sterling Financial Planning, Inc. | ||
| Easterly Investment Partners Llc | ||
| Angeles Investment Advisors, LLC | ||
| Stelac Advisory Services LLC | ||
| Source Financial Advisors LLC | ||
| SPX Equities Gestao de Recursos Ltda | ||
| Cullen Capital Management, LLC | ||
| Baker Boyer National Bank | ||
| Ironwood Financial, llc | ||
| Invesco Ltd. | ||
| Y-Intercept (Hong Kong) Ltd | ||
| ERn Financial, LLC | ||
| NewEdge Wealth, LLC | ||
| Destination Wealth Management | ||
| Investors Financial Group, LLC | ||
| Freemont Management S.A. | ||
| Cassady Schiller Wealth Management, LLC | ||
| CastleArk Alternatives, LLC | ||
| Great Diamond Partners, LLC | ||
| River Road Asset Management, LLC | ||
| Ahrens Investment Partners LLC | ||
| Mizuho Securities Usa Llc | ||
| High Pointe Capital Management Llc | ||
| Two Sigma Investments, Lp | ||
| McGinn Investment Management, Inc. | ||
| Belvedere Trading LLC | ||
| TAP Consulting, LLC | ||
| Interchange Capital Partners, LLC | ||
| Polaris Wealth Advisory Group, LLC | ||
| Capital World Investors | ||
| Tower Research Capital LLC (TRC) | ||
| Trexquant Investment LP | ||
| Curated Wealth Partners LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Truist Financial Corp | 2,516,387 | 144.97 | 2,477,455 | 165.98 |
| Commonwealth Equity Services, Llc | 2,064,918 | 144.97 | 2,073,166 | 165.98 |
| Stairway Partners, LLC | 825,199 | 144.97 | 924,500 | 165.98 |
| Wealth Enhancement Advisory Services, Llc | 403,674 | 147.33 | 383,244 | 166.39 |
| Cedar Mountain Advisors, LLC | 383,188 | 144.97 | 378,381 | 165.98 |
| Private Advisor Group, LLC | 358,298 | 144.97 | 394,689 | 165.98 |
| Stephens Group Asset Management, Llc | 349,041 | 145.92 | 373,440 | 165.98 |
| Bridges Investment Management Inc | 330,846 | 144.97 | 342,551 | 165.98 |
| Mv Capital Management, Inc. | 319,852 | 144.97 | 331,251 | 165.98 |
| Eastern Bank | 263,069 | 144.97 | 200,293 | 165.98 |
| Nadler Financial Group, Inc. | 240,974 | 144.97 | 242,926 | 165.98 |
| FBLEX - Fidelity Series Stock Selector Large Cap Value Fund | 228,300 | 156.43 | 640,800 | 163.95 |
| Round Table Services, LLC | 220,189 | 144.97 | 221,263 | 165.98 |
| Flaharty Asset Management, LLC | 212,076 | 144.97 | 211,248 | 165.98 |
| MAI Capital Management | 208,944 | 144.97 | 200,418 | 165.98 |
| Cambridge Investment Research Advisors, Inc. | 201,478 | 144.97 | 245,884 | 165.98 |
| LBJ Family Wealth Advisors, Ltd. | 194,018 | 144.97 | 195,377 | 165.39 |
| Brinker Capital Investments, LLC | 170,714 | 144.97 | 247,737 | 165.98 |
| Parsec Financial Management, Inc. | 167,951 | 144.97 | 162,871 | 165.98 |
| RWVG - Direxion Russell 1000(R) Value Over Growth ETF | 163,210 | 156.43 | 197,976 | 163.95 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Advisory Resource Group | 22,390 | 144.98 | 0 | |
| Prosperity Planning, Inc. | 11,376 | 140.03 | 0 | |
| Tcw Group Inc | 11,264 | 144.98 | 0 | |
| Hamlin Capital Management, LLC | 7,108 | 144.91 | 0 | |
| Aaron Wealth Advisors LLC | 4,032 | 144.84 | 161,000 | 6.02 |
| LVW Advisors, LLC | 1,568 | 144.77 | 0 | |
| Trust Co Of Vermont | 625 | 145.60 | 0 | |
| Lehman & Derafelo Financial Resources LLC | 348 | 143.68 | 0 | |
| CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares | 262 | 156.49 | 0 | |
| Granite Investment Partners, LLC | 29 | 137.93 | 0 | |
| Sound Income Strategies, LLC | 11 | 181.82 | 8 | 125.00 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Easterly Investment Partners Llc | 0 |
| Name | Previous Calls |
|---|---|
| Belvedere Trading LLC | 0 |
| Scopus Asset Management, L.p. | 0 |
| 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 |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Paragon Advisors, LLC | 90,821 | 144.97 |
| Demars Financial Group, LLC | 40,262 | 144.98 |
| First Pacific Financial | 10,160 | 144.98 |
| Bell Rock Capital Llc | 2,448 | 145.02 |
| Heritage Financial Services, LLC | 2,306 | 144.84 |
| Momentum Advisors, LLC | 1,400 | 145.00 |
| Pettinga Financial Advisors, LLC | 1,386 | 145.02 |
| Field & Main Bank | 433 | 145.50 |
| PFG Private Wealth Management, LLC | 132 | 143.94 |
| Name | Shares | PPS |
|---|---|---|
| McCarthy Asset Management, Inc. | 271 | 166.05 |
| Chicago Capital, LLC | 1,363 | 165.81 |
| Hnp Capital Llc | 4,783 | 166.00 |
| Dixon Hubard Feinour & Brown Inc/va | 1,214 | 165.57 |
| Green Square Capital Advisors Llc | 2,902 | 166.09 |
| Asset Dedication, LLC | 6,846 | 165.94 |
| Alpha Cubed Investments, LLC | 1,259 | 166.00 |
| 4Thought Financial Group Inc. | 23 | 173.91 |
| Tradewinds Capital Management, LLC | 24 | 166.67 |
| O'Brien Wealth Partners LLC | 2,478 | 153.35 |
| Stone Point Wealth LLC | 1,265 | 166.80 |
| Gemmer Asset Management LLC | 679 | 164.95 |
| Waypoint Capital Advisors, LLC | 2,589 | 166.09 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Truist Financial Corp | 2,516,387 | 144.97 | 2,477,455 | 165.98 |
| Commonwealth Equity Services, Llc | 2,064,918 | 144.97 | 2,073,166 | 165.98 |
| Wealth Enhancement Advisory Services, Llc | 403,674 | 147.33 | 383,244 | 166.39 |
| Mv Capital Management, Inc. | 319,852 | 144.97 | 331,251 | 165.98 |
| Eastern Bank | 263,069 | 144.97 | 200,293 | 165.98 |
| Nadler Financial Group, Inc. | 240,974 | 144.97 | 242,926 | 165.98 |
| Round Table Services, LLC | 220,189 | 144.97 | 221,263 | 165.98 |
| MAI Capital Management | 208,944 | 144.97 | 200,418 | 165.98 |
| Brinker Capital Investments, LLC | 170,714 | 144.97 | 247,737 | 165.98 |
| Integrated Investment Consultants, LLC | 123,539 | 144.97 | 127,233 | 165.99 |
| Umb Bank N A/mo | 108,557 | 144.97 | 114,638 | 165.98 |
| BKD Wealth Advisors, LLC | 107,934 | 144.97 | 80,690 | 165.98 |
| Relyea Zuckerberg Hanson LLC | 84,944 | 144.97 | 20,901 | 166.12 |
| Willis Johnson & Associates, Inc. | 81,803 | 144.97 | 83,050 | 165.98 |
| RTD Financial Advisors, Inc. | 79,496 | 144.98 | 86,238 | 165.98 |
| Geneos Wealth Management Inc. | 77,970 | 146.77 | 112,478 | 165.98 |
| TruWealth Advisors, LLC | 75,154 | 144.97 | 47,761 | 165.97 |
| Integrated Capital Management, Inc. | 71,908 | 144.96 | 73,701 | 165.98 |
| Avantax Planning Partners, Inc. | 60,309 | 144.97 | 61,434 | 165.98 |
| Segment Wealth Management, LLC | 54,969 | 144.97 | 54,969 | 165.98 |
| Signature Securities Group Corporation | 52,964 | 144.97 | 58,541 | 165.97 |
| Comerica Securities,inc. | 49,016 | 144.97 | 51,884 | 165.99 |
| Stratos Wealth Partners, LTD. | 44,046 | 144.96 | 65,005 | 165.99 |
| Western Wealth Management, LLC | 39,418 | 144.96 | 39,437 | 165.99 |
| SOL Capital Management CO | 35,776 | 144.96 | 35,401 | 165.98 |
| Astoria Strategic Wealth, Inc. | 34,546 | 144.97 | 32,352 | 165.99 |
| Great Valley Advisor Group, Inc. | 33,957 | 144.98 | 26,355 | 166.53 |
| Stratos Wealth Advisors, LLC | 33,473 | 144.98 | 19,371 | 165.97 |
| American Institute for Advanced Investment Management, LLP | 33,378 | 144.98 | 33,657 | 165.97 |
| Harbour Capital Advisors, LLC | 32,045 | 144.98 | 31,735 | 165.97 |
| Brand Asset Management Group, Inc. | 31,816 | 144.96 | 34,645 | 165.97 |
| Hanson & Doremus Investment Management | 27,446 | 144.98 | 27,446 | 165.96 |
| Stegner Investment Associates Inc. | 22,926 | 144.99 | 22,370 | 165.98 |
| Sequoia Financial Advisors, LLC | 22,890 | 145.09 | 24,209 | 165.97 |
| Spire Wealth Management | 22,883 | 144.95 | 23,645 | 166.00 |
| Crescent Grove Advisors, LLC | 21,503 | 144.96 | 12,278 | 165.99 |
| Cornerstone Wealth Advisors, Inc. | 20,703 | 144.95 | 20,695 | 165.98 |
| Harbor Investment Advisory, Llc | 18,804 | 144.97 | 18,752 | 165.96 |
| Sandy Spring Bank | 17,561 | 144.98 | 17,765 | 166.00 |
| First Hawaiian Bank | 16,347 | 144.98 | 16,263 | 166.02 |
| Icon Wealth Partners, LLC | 16,135 | 144.96 | 16,399 | 165.99 |
| Savior LLC | 15,071 | 144.98 | 13,483 | 168.43 |
| Savant Capital, LLC | 14,912 | 144.98 | 14,503 | 165.97 |
| Pathway Financial Advisors LLC | 14,534 | 144.97 | 14,534 | 165.96 |
| Winthrop Advisory Group LLC | 14,345 | 145.00 | 15,618 | 165.96 |
| Cahaba Wealth Management, Inc. | 13,245 | 144.96 | 14,076 | 156.44 |
| GFS Advisors, LLC | 13,198 | 144.95 | 13,389 | 165.96 |
| Accredited Investors Inc. | 13,175 | 144.97 | 13,261 | 165.98 |
| Coastline Trust Co | 12,818 | 144.95 | 15,115 | 165.99 |
| Wedbush Securities Inc | 12,713 | 144.97 | 12,716 | 166.01 |
| Phillips Financial Management, Llc | 12,269 | 145.00 | 12,543 | 165.99 |
| Next Capital Management LLC | 11,649 | 144.91 | 10,825 | 166.00 |
| Horan Securities, Inc. | 11,148 | 145.41 | 11,764 | 166.01 |
| Market Street Wealth Management Advisors Llc | 10,578 | 144.92 | 10,959 | 165.98 |
| Thompson Siegel & Walmsley Llc | 10,259 | 144.95 | 11,613 | 166.02 |
| Ellevest, Inc. | 9,934 | 144.96 | 9,283 | 166.00 |
| TCI Wealth Advisors, Inc. | 9,582 | 144.96 | 9,610 | 165.97 |
| Bond & Devick Financial Network, Inc. | 9,548 | 144.95 | 9,641 | 165.96 |
| Briggs Advisory Group, Inc. | 9,059 | 144.94 | 9,059 | 166.02 |
| Grimes & Company, Inc. | 8,113 | 144.95 | 8,125 | 166.03 |
| CWA Asset Management Group, LLC | 8,076 | 145.00 | 8,076 | 165.92 |
| Wesbanco Bank Inc | 7,774 | 144.97 | 6,709 | 165.90 |
| Boston Trust Walden Corp | 7,732 | 144.98 | 7,732 | 165.93 |
| Provence Wealth Management Group | 7,622 | 144.98 | 7,630 | 165.92 |
| Tfo-tdc, Llc | 7,402 | 144.96 | 7,402 | 166.04 |
| Veracity Capital LLC | 7,310 | 145.01 | 3,485 | 166.14 |
| Amplius Wealth Advisors, LLC | 7,039 | 144.91 | 7,618 | 165.92 |
| Altium Wealth Management LLC | 6,928 | 144.92 | 6,946 | 165.99 |
| Tarbox Family Office, Inc. | 6,866 | 144.92 | 6,865 | 165.91 |
| Sawtooth Solutions, LLC | 6,841 | 145.01 | 6,841 | 165.91 |
| Paragon Capital Management Ltd | 6,552 | 144.99 | 6,542 | 166.00 |
| Campion Asset Management LLC | 6,387 | 144.98 | 6,179 | 166.05 |
| Brown Financial Advisory | 6,328 | 144.91 | 6,553 | 166.03 |
| Middleton & Co Inc/ma | 5,935 | 144.90 | 5,935 | 165.96 |
| Rnc Capital Management Llc | 5,675 | 145.02 | 3,600 | 166.11 |
| Global Strategic Investment Solutions, LLC | 5,620 | 145.02 | 5,618 | 165.90 |
| Cadence Bank Na | 5,378 | 145.04 | 5,378 | 166.05 |
| First United Bank Trust/ | 5,278 | 144.94 | 6,703 | 166.05 |
| Matthew Goff Investment Advisor, LLC | 4,766 | 144.99 | 4,766 | 165.97 |
| Courier Capital Llc | 4,755 | 144.90 | 4,783 | 166.00 |
| Capital Investment Advisory Services, LLC | 4,493 | 144.89 | 3,498 | 166.09 |
| Bogart Wealth, LLC | 4,317 | 145.01 | 4,317 | 166.09 |
| CRA Financial Services, LLC | 4,164 | 145.05 | 4,527 | 165.89 |
| Hemington Wealth Management | 4,118 | 144.97 | 4,118 | 166.10 |
| Franklin, Parlapiano, Turner & Welch, LLC | 4,112 | 144.94 | 4,112 | 166.10 |
| Occidental Asset Management, LLC | 4,093 | 144.88 | 4,093 | 165.89 |
| Galvin, Gaustad & Stein, LLC | 4,063 | 144.97 | 3,858 | 165.89 |
| Householder Group Estate & Retirement Specialist, LLC | 3,971 | 145.05 | 3,073 | 165.96 |
| Providence First Trust Co | 3,900 | 144.87 | 3,900 | 165.90 |
| Lutz Financial Services LLC | 3,825 | 145.10 | 3,825 | 166.01 |
| Arcadia Investment Management Corp/mi | 3,729 | 145.08 | 2,954 | 165.88 |
| Capital Insight Partners, Llc | 3,721 | 144.85 | 4,320 | 165.97 |
| Benchmark Financial Wealth Advisors, LLC | 3,539 | 144.96 | 3,802 | 165.97 |
| Weatherly Asset Management L. P. | 3,438 | 144.85 | 3,779 | 165.92 |
| Welch & Forbes Llc | 3,320 | 144.88 | 3,420 | 165.79 |
| PrairieView Partners, LLC | 3,299 | 144.89 | 3,390 | 166.08 |
| Fort Pitt Capital Group, Llc | 3,198 | 145.09 | 3,027 | 165.84 |
| Farmers Trust Co | 3,160 | 144.94 | 3,160 | 165.82 |
| Patten Group, Inc. | 3,110 | 147.59 | 2,949 | 165.82 |
| DAVENPORT & Co LLC | 2,921 | 144.81 | 2,733 | 166.12 |
| Claraphi Advisory Network, LLC | 2,675 | 145.05 | 2,697 | 166.11 |
| Secure Asset Management, LLC | 2,448 | 145.02 | 2,548 | 166.01 |
| Cornell Pochily Investment Advisors, Inc. | 2,425 | 145.15 | 2,425 | 166.19 |
| Investment Advisory Group, LLC | 2,417 | 145.22 | 2,127 | 165.96 |
| Eidelman Virant Capital | 2,378 | 145.08 | 2,357 | 165.89 |
| HT Partners LLC | 2,322 | 145.13 | 2,322 | 165.81 |
| Good Life Advisors, LLC | 2,304 | 144.97 | 1,890 | 166.14 |
| Willner & Heller, Llc | 2,279 | 144.80 | 2,260 | 167.70 |
| C2C Wealth Management, LLC | 2,275 | 149.01 | 2,275 | 168.35 |
| Essex Savings Bank | 2,272 | 144.81 | 2,362 | 165.96 |
| JNBA Financial Advisors | 2,213 | 145.05 | 2,238 | 165.77 |
| Cornerstone Wealth Group, LLC | 2,043 | 144.88 | 70,350 | 165.98 |
| Founders Capital Management | 1,990 | 144.72 | 1,904 | 168.07 |
| Madison Wealth Partners, Inc | 1,849 | 144.94 | 1,761 | 165.81 |
| Columbia Trust Co 01012016 | 1,789 | 144.77 | 1,789 | 165.46 |
| Hollencrest Capital Management | 1,771 | 145.12 | 1,771 | 166.01 |
| Rice Partnership, LLC | 1,771 | 145.12 | 1,771 | 166.01 |
| Monument Capital Management | 1,688 | 145.14 | 1,687 | 165.98 |
| Alliance Wealth Advisors, LLC | 1,671 | 144.82 | 1,891 | 166.05 |
| Baugh & Associates, LLC | 1,589 | 144.75 | 1,589 | 166.14 |
| Baker Ellis Asset Management LLC | 1,587 | 144.93 | 1,587 | 165.72 |
| Pacifica Partners Inc. | 1,575 | 149.21 | 1,575 | 162.54 |
| Charter Oak Capital Management, LLC | 1,571 | 145.13 | 1,451 | 168.16 |
| PBMares Wealth Management LLC | 1,531 | 145.00 | 1,531 | 165.90 |
| Chesapeake Wealth Management | 1,525 | 144.92 | 1,525 | 165.90 |
| Lathrop Investment Management Corp | 1,468 | 145.10 | 1,468 | 166.21 |
| Evensky & Katz LLC | 1,421 | 144.97 | 1,451 | 166.09 |
| Elm Partners Management LLC | 1,406 | 145.09 | 1,793 | 166.20 |
| First American Trust, Fsb | 1,393 | 145.01 | 1,393 | 165.83 |
| Atlantic Union Bankshares Corp | 1,382 | 144.72 | 1,382 | 165.70 |
| Baldwin Brothers Inc/ma | 1,107 | 144.53 | 1,107 | 166.21 |
| Investors Research Corp | 766 | 144.91 | 766 | 165.80 |
| Element Wealth, LLC | 761 | 144.55 | 761 | 165.57 |
| GPS Wealth Strategies Group, LLC | 617 | 144.25 | 617 | 165.32 |
| Lakeview Capital Partners, LLC | 549 | 145.72 | 1,174 | 166.10 |
| Money Concepts Capital Corp | 506 | 146.25 | 3,094 | 166.13 |
| Macroview Investment Management Llc | 473 | 145.88 | 471 | 165.61 |
| First Command Bank | 413 | 145.28 | 514 | 165.37 |
| First Command Financial Services, Inc. | 413 | 145.28 | 514 | 165.37 |
| North Star Investment Management Corp. | 268 | 145.52 | 268 | 164.18 |
| Ogorek Anthony Joseph /ny/ /adv | 254 | 141.73 | 258 | 162.79 |
| Atwood & Palmer Inc | 250 | 144.00 | 250 | 164.00 |
| SYM FINANCIAL Corp | 247 | 145.75 | 153 | 163.40 |
| Evolution Advisers, Inc. | 173 | 144.51 | 173 | 161.85 |
| Morton Brown Family Wealth, LLC | 108 | 148.15 | 108 | 166.67 |
| Capital Investment Counsel, Inc | 100 | 140.00 | 100 | 170.00 |
| PSI Advisors, LLC | 81 | 148.15 | 81 | 160.49 |
| Ballast Advisors Llc | 61 | 147.54 | 61 | 163.93 |
| Endurance Wealth Management, Inc. | 55 | 145.45 | 55 | 163.64 |
| Life Planning Partners, Inc | 22 | 136.36 | 22 | 181.82 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Advisory Resource Group | 22,390 | 144.98 | 0 | |
| Tcw Group Inc | 11,264 | 144.98 | 0 | |
| Aaron Wealth Advisors LLC | 4,032 | 144.84 | 161,000 | 6.02 |
| LVW Advisors, LLC | 1,568 | 144.77 | 0 | |
| Trust Co Of Vermont | 625 | 145.60 | 0 | |
| Lehman & Derafelo Financial Resources LLC | 348 | 143.68 | 0 | |
| Granite Investment Partners, LLC | 29 | 137.93 | 0 |
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