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 471 363.00 39.31 435.91
Previous Quarter 502 136.00 38.12 38.14

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 28 154 10 263 70 157
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 0 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 13 19 4 114 34 75
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 6,467,300 0.00 0.00 0 0.00 0.00
Previous Quarter 5,494,087 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
Morgan Stanley 3,183,642 39.31
Envestnet Asset Management Inc 3,032,840 39.31
BlackRock Inc. 2,460,464 39.31
BlackRock Inc. 2,382,119
Bank Of America Corp /de/ 2,002,837 39.31
Wells Fargo & Company/mn 1,484,276 39.31
Prudential Financial Inc 1,364,993 39.58
UBS Group AG 1,252,229 39.31
LPL Financial LLC 1,153,487 39.31
Advisor Group Holdings, Inc. 831,382 39.32
Ameriprise Financial Inc 792,983 39.43
Cwm, Llc 739,473 39.31
Royal Bank Of Canada 724,611 39.31
Goldman Sachs Group Inc 602,407 39.31
Northwestern Mutual Wealth Management Co 541,038 39.31
Raymond James Financial Services Advisors, Inc. 524,211 39.31
Allstate Corp 483,306 39.31
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 474,706 38.12
SPC Financial, Inc. 450,983 39.31
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 416,073 38.12

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
Envestnet Asset Management Inc 9,930,754 38.12
Morgan Stanley 4,299,679 38.12
BlackRock Inc. 3,869,370 38.12
Bank Of America Corp /de/ 2,918,600 38.12
LPL Financial LLC 2,381,119 38.12
Cwm, Llc 1,736,323 38.12
Wells Fargo & Company/mn 1,593,062 38.12
Prudential Financial Inc 1,374,307 38.92
Advisor Group Holdings, Inc. 1,344,399 38.16
Ameriprise Financial Inc 1,141,344 38.15
Park Avenue Securities Llc 1,038,947 38.12
UBS Group AG 1,011,011 38.12
Goldman Sachs Group Inc 868,649 38.12
Janney Montgomery Scott LLC 769,436 38.67
Raymond James Financial Services Advisors, Inc. 645,018 38.12
Mml Investors Services, Llc 613,016 38.12
Allstate Corp 582,692 38.12
Northwestern Mutual Wealth Management Co 565,795 38.12
Royal Bank Of Canada 559,909 38.12
55i, Llc 509,858 38.12

 

Recent Quarter Analysis

Name Shares PPS
Goodwin Investment Advisory 64,586 39.31
Boston Private Wealth Llc 35,722 39.30
Detalus Advisors, LLC 32,824 39.30
ARGI Investment Services, LLC 32,293 39.30
Trilogy Capital Inc. 32,267 39.30
Private Advisory Group LLC 25,984 39.29
Heartwood Wealth Advisors LLC 24,676 39.31
Founders Financial Securities Llc 19,914 39.32
Wealthspire Advisors, LLC 11,734 39.29
Peapack Gladstone Financial Corp 11,190 39.32
CX Institutional 10,839 39.30
Apexium Financial, Lp 7,370 39.35
Fifth Third Securities, Inc. 6,100 39.34
Copperleaf Capital, LLC 5,797 39.33
Intelligence Driven Advisers, LLC 5,324 44.52
Credit Suisse Ag/ 5,270 39.28
Tempus Wealth Planning, LLC 5,185 39.34
Burleson & Company, LLC 1,541 39.58
Heritage Wealth Management, Llc 1,443 39.50
Phillips Financial Management, Llc 351 39.89
Name Shares PPS
HawsGoodwin Investment Management LLC 264,487 30.10
Biltmore Capital Advisors LLC 104,980 30.10
Williams Financial, LLC 98,312 38.12
HighTower Trust Services, LTA 57,556 174.23
CFS Investment Advisory Services, LLC 53,717 38.13
BMS Financial Advisors, LLC 51,760 30.10
Jane Street Group, Llc 51,064 38.13
Verity Asset Management, Inc. 51,059 0.02
NEXT Financial Group, Inc 50,683 30.11
FundX Investment Group, LLC 44,431 30.09
Comerica Securities,inc. 39,582 38.12
Navellier & Associates Inc 39,338 38.13
Bull Oak Capital, LLC 39,069 38.11
Susquehanna International Group, Llp 38,717 38.12
SVB Wealth Advisory, Inc. 35,992 40.93
Independent Wealth Network Inc. 35,325 38.13
Barclays Plc 34,365 30.09
Karn, Couzens & Associates, Inc. 33,959 40.93
LVW Advisors, LLC 30,317 38.13
Bullseye Investment Management, LLC 29,602 38.11
United Asset Strategies, Inc. 24,313 38.13
Heartwood Wealth Advisors LLC 23,118 38.11
Meristem Family Wealth, LLC 18,900 40.90
Citadel Advisors Llc 17,700 38.14
Venturi Wealth Management, LLC 14,757 38.15
D.a. Davidson & Co. 12,993 38.10
Robertson Stephens Wealth Management, LLC 12,637 38.06
Strategic Wealth Advisors Group, LLC 11,929
Next Level Private LLC 10,658 38.09
Country Club Trust Company, n.a. 10,585 30.04
Actinver Wealth Management, Inc. 9,840 38.21
Private Portfolio Partners Llc 9,502 38.10
Claraphi Advisory Network, LLC 9,479 38.08
Avidian Wealth Solutions, LLC 9,210 38.11
Financial Advocates Investment Management 8,833 38.15
Two Sigma Securities, Llc 8,667 38.08
Hollencrest Capital Management 7,977 38.11
FDx Advisors, Inc. 7,578 38.14
Vestmark Advisory Solutions, Inc. 7,374 38.11
Crescent Capital Consulting, LLC 6,927 30.17
Western Wealth Management, LLC 6,834 38.05
Cassaday & Co Inc. 5,988 30.06
S.C. Financial Services, Inc. 5,805 38.07
Brinker Capital Investments, LLC 5,760 38.19
Royal Fund Management, LLC 5,726 38.07
Sovereign Financial Group, Inc. 5,573 38.04
NCM Capital Management, LLC 5,552 38.18
Cooper Financial Group 5,282 38.05
ICA Group Wealth Management, LLC 4,684 43.34
Cutler Group LP 3,100 0.65
Private Ocean, LLC 3,029 37.97
Concord Wealth Partners 2,258 38.09
QALTX - Quantified Alternative Investment Fund Investor Class Shares 2,000 41.00
Paladin Advisory Group, LLC 1,577 38.05
Cranbrook Wealth Management, LLC 420 38.10
Simplex Trading, Llc 402 37.31
Total Clarity Wealth Management, Inc. 400 37.50
Carroll Financial Associates, Inc. 270 29.63
Studio Investment Management Llc 269 37.17
Lakeview Capital Partners, LLC 258 38.76
Lenox Wealth Advisors, LLC 255 43.14
Patriot Financial Group Insurance Agency, LLC 236 38.14
Graves-Light Private Wealth Management, Inc. 193 36.27
Blue Bell Private Wealth Management, Llc 179 39.11
Massmutual Trust Co Fsb/adv 122
Capital Investment Counsel, Inc 100 40.00
Plante Moran Financial Advisors, LLC 85 35.29
Umb Bank N A/mo 58 34.48
Hazlett, Burt & Watson, Inc. 50 40.00
PSPFX - Global Resources Fund
Farmers & Merchants Investments Inc
Samalin Investment Counsel, LLC
Choate Investment Advisors
Sugarloaf Wealth Management, LLC
Intrua Financial, LLC
U S Global Investors Inc
Insight Wealth Strategies, LLC
Mcdonald Partners Llc
Brown Advisory Inc
Lloyd Advisory Services, LLC.
Optiver Holding B.V.
Quantitative Investment Management, LLC
Flow Traders U.s. Llc
MA Private Wealth
Consolidated Planning Corp
Better Money Decisions, LLC
Shore Point Advisors, LLC
Ibex Wealth Advisors
Strategic Blueprint, LLC
Hanlon Investment Management, Inc.
Cerity Partners LLC
Signet Financial Management, Llc
Balentine LLC
SYM FINANCIAL Corp
Maripau Wealth Management Llc
Bnp Paribas Arbitrage, Sa
Cullen/frost Bankers, Inc.
Capital Asset Advisory Services LLC
Calton & Associates, Inc.
J.w. Cole Advisors, Inc.
Berkeley Capital Partners, LLC
Barber Financial Group, Inc.
Marshall Wace, Llp
Jfs Wealth Advisors, Llc
Mascoma Wealth Management LLC
JNBA Financial Advisors
Evermay Wealth Management Llc
Creative Financial Designs Inc /adv
Truadvice, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Centric Wealth Management
Howard Capital Management Inc.
StoneX Group Inc.
Cordant, Inc.
Chilton Capital Management Llc
Advocacy Wealth Management Services, LLC
First Command Advisory Services, Inc.
Carolina Wealth Advisors, LLC
IMC-Chicago, LLC
Quantbot Technologies LP
Chevy Chase Trust Holdings, Inc.
TD Capital Management LLC
Paragon Capital Management Ltd
Latitude Advisors, LLC
Oppenheimer & Co Inc
Successful Portfolios LLC
Advisors Preferred, LLC
Duncker Streett & Co Inc
Stratos Wealth Partners, LTD.
Sofos Investments, Inc.
Wealthstar Advisors, Llc
Northern Trust Corp
Cassady Schiller Wealth Management, LLC
TFAMX - Tactical Moderate Allocation Fund Class A
Principal Financial Group Inc
Retirement Planning Co of New England, Inc.
Huntington National Bank
Jones Financial Companies Lllp
Clean Yield Group
Koshinski Asset Management, Inc.
Institutional & Family Asset Management, Llc
Jacobi Capital Management LLC
RPG Investment Advisory, LLC
Prosperity Planning, Inc.
Guidance Point Advisors, LLC
Miracle Mile Advisors, LLC
PFG Advisors
San Luis Wealth Advisors LLC
Wealth Management Solutions, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Fulcrum Equity Management
Squarepoint Ops LLC
Rather & Kittrell, Inc.
Barrett Asset Management, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares 300,000 43.82 300,000 45.93
Ronald Blue Trust, Inc. 135,218 38.12 280,569 40.92
Swmg, Llc 17,079 39.29 72,254 40.93
Pensionmark Financial Group, Llc 15,270 39.29 15,845 40.39
Capital Advisory Group Advisory Services, LLC 10,005 39.28 5,470 40.40
Firethorn Wealth Partners, Llc 8,586 39.37 8,513 41.47
Cutler Group LP 3,700 0.54 3,100 0.65
Axim Planning & Wealth 760 39.47 25 40.00
Beacon Capital Management, LLC 641 37.44 525 40.00
Ellis Investment Partners, LLC 220 36.36 217 36.87
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 3,183,642 39.31 4,299,679 38.12
Envestnet Asset Management Inc 3,032,840 39.31 9,930,754 38.12
BlackRock Inc. 2,460,464 39.31 3,869,370 38.12
Bank Of America Corp /de/ 2,002,837 39.31 2,918,600 38.12
Wells Fargo & Company/mn 1,484,276 39.31 1,593,062 38.12
Prudential Financial Inc 1,364,993 39.58 1,374,307 38.92
UBS Group AG 1,252,229 39.31 1,011,011 38.12
LPL Financial LLC 1,153,487 39.31 2,381,119 38.12
Advisor Group Holdings, Inc. 831,382 39.32 1,344,399 38.16
Ameriprise Financial Inc 792,983 39.43 1,141,344 38.15
Cwm, Llc 739,473 39.31 1,736,323 38.12
Royal Bank Of Canada 724,611 39.31 559,909 38.12
Goldman Sachs Group Inc 602,407 39.31 868,649 38.12
Northwestern Mutual Wealth Management Co 541,038 39.31 565,795 38.12
Raymond James Financial Services Advisors, Inc. 524,211 39.31 645,018 38.12
Allstate Corp 483,306 39.31 582,692 38.12
SPC Financial, Inc. 450,983 39.31 460,559 38.12
Park Avenue Securities Llc 349,852 39310.91 1,038,947 38.12
Advisory Services Network, LLC 328,031 39.31 358,820 38.12
55i, Llc 326,827 39.31 509,858 38.12
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
UBS Group AG 241,218 1,252,229 39.31 1,011,011 38.12 23.86
Royal Bank Of Canada 164,702 724,611 39.31 559,909 38.12 29.42
Mcmorgan & Co Llc 63,717 63,717 39.31 0 0.00
Prospera Financial Services Inc 38,386 210,123 39.32 171,737 38.12 22.35
Tower Research Capital LLC (TRC) 35,630 83,856 39.31 48,226 38.11 73.88
Steward Partners Investment Advisory, Llc 32,798 93,108 0.04 60,310 0.03 54.38
Qube Research & Technologies Ltd 26,869 29,635 39.31 2,766 37.96 971.40
United Capital Financial Advisers, Llc 15,727 34,379 39.30 18,652 38.12 84.32
Sumitomo Mitsui Financial Group, Inc. 13,847 152,574 39.33 138,727 38.14 9.98
ShoreHaven Wealth Partners, LLC 10,792 33,376 39.31 22,584 38.08 47.79
Thrivent Financial For Lutherans 8,457 232,638 39.39 224,181 38.12 3.77
Hrt Financial Lp 7,988 29,496 39.29 21,508 38.08 37.14
Mariner, LLC 7,579 148,155 39.31 140,576 38.12 5.39
Susquehanna International Group, Llp 6,835 45,552 39.30 38,717 38.12 17.65
OmniStar Financial Group, Inc. 6,682 6,682 39.21 0 0.00
Integrated Wealth Concepts LLC 5,561 63,307 39.32 57,746 38.12 9.63
Greenwich Wealth Management LLC 5,200 5,200 39.23 0 0.00
Capital Advisory Group Advisory Services, LLC 4,535 10,005 39.28 5,470 40.40 82.91
Dentgroup LLC 3,988 88,612 43.04 84,624 38.12 4.71
Cottonwood Capital Advisors, Llc 3,401 30,940 39.30 27,539 38.13 12.35
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Envestnet Asset Management Inc 6,897,914 3,032,840 39.31 9,930,754 38.12 -69.46
BlackRock Inc. 1,408,906 2,460,464 39.31 3,869,370 38.12 -36.41
LPL Financial LLC 1,227,632 1,153,487 39.31 2,381,119 38.12 -51.56
Morgan Stanley 1,116,037 3,183,642 39.31 4,299,679 38.12 -25.96
Cwm, Llc 996,850 739,473 39.31 1,736,323 38.12 -57.41
Bank Of America Corp /de/ 915,763 2,002,837 39.31 2,918,600 38.12 -31.38
Park Avenue Securities Llc 689,095 349,852 39310.91 1,038,947 38.12 -66.33
Advisor Group Holdings, Inc. 513,017 831,382 39.32 1,344,399 38.16 -38.16
Janney Montgomery Scott LLC 479,385 290,051 39.31 769,436 38.67 -62.30
Mml Investors Services, Llc 356,470 256,546 39.31 613,016 38.12 -58.15
Ameriprise Financial Inc 348,361 792,983 39.43 1,141,344 38.15 -30.52
Goldman Sachs Group Inc 266,242 602,407 39.31 868,649 38.12 -30.65
Bank of New York Mellon Corp 235,600 55,244 39.32 290,844 38.12 -81.01
JB Capital LLC 201,244 60,281 39.32 261,525 38.12 -76.95
55i, Llc 183,031 326,827 39.31 509,858 38.12 -35.90
First Heartland Consultants, Inc. 148,097 22,247 39.29 170,344 38.12 -86.94
Ronald Blue Trust, Inc. 145,351 135,218 38.12 280,569 40.92 -51.81
Commonwealth Equity Services, Llc 143,832 222,016 39.31 365,848 38.12 -39.31
Merit Financial Group, LLC 131,019 25,857 39.29 156,876 38.12 -83.52
Wealthsource Partners, Llc 128,484 102,391 39.31 230,875 38.12 -55.65
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Squarepoint Ops LLC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 600 3,700 3,100 19.35
Name
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
Goodwin Investment Advisory 64,586 39.31
Boston Private Wealth Llc 35,722 39.30
Private Advisory Group LLC 25,984 39.29
Wealthspire Advisors, LLC 11,734 39.29
Peapack Gladstone Financial Corp 11,190 39.32
Apexium Financial, Lp 7,370 39.35
Copperleaf Capital, LLC 5,797 39.33
Credit Suisse Ag/ 5,270 39.28
Tempus Wealth Planning, LLC 5,185 39.34
Heritage Wealth Management, Llc 1,443 39.50
Blue Bell Private Wealth Management, Llc 179 39.11
Leelyn Smith, LLC 124 40.32
Johnson Financial Group, Inc. 43 46.51
Name Shares PPS
Sovereign Financial Group, Inc. 5,573 38.04
Strategic Wealth Advisors Group, LLC 11,929
Brown Advisory Inc
Venturi Wealth Management, LLC 14,757 38.15
Two Sigma Securities, Llc 8,667 38.08
Studio Investment Management Llc 269 37.17
NCM Capital Management, LLC 5,552 38.18
Actinver Wealth Management, Inc. 9,840 38.21
Concord Wealth Partners 2,258 38.09
ICA Group Wealth Management, LLC 4,684 43.34
Robertson Stephens Wealth Management, LLC 12,637 38.06
Lakeview Capital Partners, LLC 258 38.76
Royal Fund Management, LLC 5,726 38.07
Claraphi Advisory Network, LLC 9,479 38.08
Financial Advocates Investment Management 8,833 38.15
Meristem Family Wealth, LLC 18,900 40.90
Graves-Light Private Wealth Management, Inc. 193 36.27
Navellier & Associates Inc 39,338 38.13
FDx Advisors, Inc. 7,578 38.14
Name Current Shares Current PPS Previous Shares Previous PPS
Swmg, Llc 17,079 39.29 72,254 40.93
Pensionmark Financial Group, Llc 15,270 39.29 15,845 40.39
Axim Planning & Wealth 760 39.47 25 40.00
Ellis Investment Partners, LLC 220 36.36 217 36.87
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 3,183,642 39.31 4,299,679 38.12
Envestnet Asset Management Inc 3,032,840 39.31 9,930,754 38.12
BlackRock Inc. 2,460,464 39.31 3,869,370 38.12
Bank Of America Corp /de/ 2,002,837 39.31 2,918,600 38.12
Wells Fargo & Company/mn 1,484,276 39.31 1,593,062 38.12
UBS Group AG 1,252,229 39.31 1,011,011 38.12
LPL Financial LLC 1,153,487 39.31 2,381,119 38.12
Advisor Group Holdings, Inc. 831,382 39.32 1,344,399 38.16
Ameriprise Financial Inc 792,983 39.43 1,141,344 38.15
Royal Bank Of Canada 724,611 39.31 559,909 38.12
Goldman Sachs Group Inc 602,407 39.31 868,649 38.12
Northwestern Mutual Wealth Management Co 541,038 39.31 565,795 38.12
Allstate Corp 483,306 39.31 582,692 38.12
Advisory Services Network, LLC 328,031 39.31 358,820 38.12
55i, Llc 326,827 39.31 509,858 38.12
Stifel Financial Corp 290,184 39.31 367,607 38.12
M&t Bank Corp 265,385 39.31 265,272 38.12
Mml Investors Services, Llc 256,546 39.31 613,016 38.12
Thrivent Financial For Lutherans 232,638 39.39 224,181 38.12
Commonwealth Equity Services, Llc 222,016 39.31 365,848 38.12
Cetera Advisor Networks LLC 186,743 39.31 212,381 38.12
Mariner, LLC 148,155 39.31 140,576 38.12
Mercer Global Advisors Inc /adv 144,173 39.31 143,397 38.12
Barings Llc 142,576 39.31 191,113 38.12
GWM Advisors LLC 124,099 39.31 217,833 38.12
HighTower Advisors, LLC 113,618 38.80 142,400 37.60
CIBC World Markets Inc. 111,231 39.31 110,995 38.12
Wealthsource Partners, Llc 102,391 39.31 230,875 38.12
Stokes Family Office, LLC 94,029 39.31 141,761 38.12
Steward Partners Investment Advisory, Llc 93,108 0.04 60,310 0.03
Tower Research Capital LLC (TRC) 83,856 39.31 48,226 38.11
Atria Wealth Solutions, Inc. 79,502 39.31 167,144 38.12
Mcmorgan & Co Llc 63,717 39.31 0
Integrated Wealth Concepts LLC 63,307 39.32 57,746 38.12
Avaii Wealth Management, Llc 58,220 39.32 72,378 38.12
Bank of New York Mellon Corp 55,244 39.32 290,844 38.12
Eq Llc 49,620 39.32 64,473 38.12
Change Path, LLC 49,516 39.32 150,231 38.12
Proequities, Inc. 48,121 39.32 80,019 38.12
One Capital Management, LLC 46,104 39.28 48,608 38.10
Susquehanna International Group, Llp 45,552 39.30 38,717 38.12
Kore Private Wealth LLC 44,772 39.31 42,930 38.11
Nwam Llc 38,811 39.32 44,724 37.61
Tcwp Llc 36,625 39.29 33,770 38.11
Journey Strategic Wealth Llc 36,564 39.33 56,905 38.12
United Capital Financial Advisers, Llc 34,379 39.30 18,652 38.12
Cetera Investment Advisers 33,850 39.32 59,900 38.11
ShoreHaven Wealth Partners, LLC 33,376 39.31 22,584 38.08
Veritable, L.P. 32,731 39.32 32,731 38.13
Cetera Advisors LLC 32,355 39.31 42,589 38.11
Snowden Capital Advisors LLC 30,279 39.30 47,638 38.10
Qube Research & Technologies Ltd 29,635 39.31 2,766 37.96
Hrt Financial Lp 29,496 39.29 21,508 38.08
Buttonwood Financial Group, LLC 28,484 39.32 60,179 37.80
National Asset Management, Inc. 26,326 39.31 69,621 38.12
Jane Street Group, Llc 25,566 39.31 51,064 38.13
Keebeck Wealth Management, LLC 24,526 39.31 24,685 38.12
High Falls Advisors, Inc 23,321 39.32 91,967 38.12
Cresset Asset Management, LLC 19,339 39.30 19,264 38.10
Tradition Wealth Management, LLC 18,829 39.30 34,421 38.12
Equitable Holdings, Inc. 18,829 39.30 18,245 38.09
Sigma Planning Corp 18,380 39.34 20,946 38.10
Financial Partners Group, Inc 17,808 39.31 18,503 38.10
Marks Group Wealth Management, Inc 16,731 39.33 16,449 38.12
Baird Financial Group, Inc. 16,470 39.28 54,183 38.11
Wealth Alliance 16,142 39.28 40,005 38.12
PAX Financial Group, LLC 15,921 39.32 71,807 38.12
International Assets Investment Management, Llc 15,239 39.31 15,675 38.15
Charles Carroll Financial Partners, LLC 13,600 39.34 13,900 38.13
Parallel Advisors, LLC 13,009 39.28 12,382 38.12
Orion Portfolio Solutions, LLC 12,214 39.30 33,585 38.11
True Link Financial Advisors, LLC 11,788 39.28 26,765 38.11
RFG Advisory, LLC 10,298 49.91 16,776 39.76
Citigroup Inc 10,051 39.30 20,231 38.11
BCJ Capital Management, LLC 9,261 39.30 27,085 38.10
Magnus Financial Group LLC 8,771 39.33 10,292 38.09
First Horizon Advisors, Inc. 8,372 39.18 13,429 38.05
MCF Advisors LLC 8,336 39.35 8,336 38.15
Pnc Financial Services Group, Inc. 8,270 39.30 8,622 38.04
Ameritas Advisory Services, LLC 7,794 39.26 7,653 38.15
Trexquant Investment LP 7,695 39.25 11,864 38.10
JT Stratford LLC 7,517 39.24 20,421 38.10
Verus Capital Partners, Llc 7,206 39.27 8,530 38.10
Kovack Advisors, Inc. 7,098 39.31 10,675 38.13
Blair William & Co/il 6,942 39.33 6,919 38.16
OmniStar Financial Group, Inc. 6,682 39.21 0
Aspire Private Capital, LLC 6,345 39.24 7,109 38.12
SC&H Financial Advisors, Inc. 6,309 39.31 6,280 38.06
Atlas Private Wealth Advisors 6,212 39.28 6,212 38.15
Jpmorgan Chase & Co 6,185 39.29 20,434 38.17
Sweet Financial Partners, LLC 6,000 39.33 6,000 38.17
Bank Of Montreal /can/ 5,844 42.95 6,032 40.29
Aveo Capital Partners, LLC 5,648 39.31 9,160 38.10
Gryphon Financial Partners LLC 5,595 39.32 5,595 38.07
Laurel Wealth Advisors, Inc. 5,540 39.35 8,568 38.17
Fmr Llc 5,306 39.39 2,947 38.00
Greenwich Wealth Management LLC 5,200 39.23 0
Belpointe Asset Management LLC 5,144 39.27 4,673 38.09
Geneos Wealth Management Inc. 4,862 39.28 3,867 38.53
SigFig Wealth Management, LLC 4,777 89.81 19,899 58.09
Seaside Wealth Management, Inc. 4,714 48.79 5,231 42.44
Raleigh Capital Management Inc. 3,627 39.43 9,038 38.17
Lindbrook Capital, Llc 3,190 39.18 3,190 38.24
Baystate Wealth Management LLC 3,158 39.27 14,639 38.12
Investors Research Corp 3,050 39.34 3,050 38.03
Tyler-Stone Wealth Management 2,822 39.33 2,822 38.27
Hallmark Capital Management Inc 1,707 39.25 2,305 38.18
First Manhattan Co 1,315 38.78 1,320 37.88
AlphaMark Advisors, LLC 1,225 39.18 1,225 38.37
Covington Capital Management 1,145 39.30 1,145 38.43
Founders Financial Alliance, LLC 1,056 39.77 4,592 38.11
Hartland & Co., LLC 785 39.49 776 38.66
Allworth Financial LP 320 40.62 320 37.50
Ten Capital Wealth Advisors, LLC 18 55.56 66 45.45
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
UBS Group AG 241,218 1,252,229 39.31 1,011,011 38.12 23.86
Royal Bank Of Canada 164,702 724,611 39.31 559,909 38.12 29.42
Mcmorgan & Co Llc 63,717 63,717 39.31 0 0.00
Tower Research Capital LLC (TRC) 35,630 83,856 39.31 48,226 38.11 73.88
Steward Partners Investment Advisory, Llc 32,798 93,108 0.04 60,310 0.03 54.38
Qube Research & Technologies Ltd 26,869 29,635 39.31 2,766 37.96 971.40
United Capital Financial Advisers, Llc 15,727 34,379 39.30 18,652 38.12 84.32
ShoreHaven Wealth Partners, LLC 10,792 33,376 39.31 22,584 38.08 47.79
Thrivent Financial For Lutherans 8,457 232,638 39.39 224,181 38.12 3.77
Hrt Financial Lp 7,988 29,496 39.29 21,508 38.08 37.14
Mariner, LLC 7,579 148,155 39.31 140,576 38.12 5.39
Susquehanna International Group, Llp 6,835 45,552 39.30 38,717 38.12 17.65
OmniStar Financial Group, Inc. 6,682 6,682 39.21 0 0.00
Integrated Wealth Concepts LLC 5,561 63,307 39.32 57,746 38.12 9.63
Greenwich Wealth Management LLC 5,200 5,200 39.23 0 0.00
Tcwp Llc 2,855 36,625 39.29 33,770 38.11 8.45
Fmr Llc 2,359 5,306 39.39 2,947 38.00 80.05
Kore Private Wealth LLC 1,842 44,772 39.31 42,930 38.11 4.29
Geneos Wealth Management Inc. 995 4,862 39.28 3,867 38.53 25.73
Kestra Private Wealth Services, Llc 780 8,448 7,668 10.17
Mercer Global Advisors Inc /adv 776 144,173 39.31 143,397 38.12 0.54
Axim Planning & Wealth 735 760 39.47 25 40.00 2940.00
Parallel Advisors, LLC 627 13,009 39.28 12,382 38.12 5.06
Equitable Holdings, Inc. 584 18,829 39.30 18,245 38.09 3.20
Belpointe Asset Management LLC 471 5,144 39.27 4,673 38.09 10.08
Marks Group Wealth Management, Inc 282 16,731 39.33 16,449 38.12 1.71
CIBC World Markets Inc. 236 111,231 39.31 110,995 38.12 0.21
Ameritas Advisory Services, LLC 141 7,794 39.26 7,653 38.15 1.84
M&t Bank Corp 113 265,385 39.31 265,272 38.12 0.04
Cresset Asset Management, LLC 75 19,339 39.30 19,264 38.10 0.39
SC&H Financial Advisors, Inc. 29 6,309 39.31 6,280 38.06 0.46
Blair William & Co/il 23 6,942 39.33 6,919 38.16 0.33
Hartland & Co., LLC 9 785 39.49 776 38.66 1.16
Ellis Investment Partners, LLC 3 220 36.36 217 36.87 1.38
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Envestnet Asset Management Inc 6,897,914 3,032,840 39.31 9,930,754 38.12 -69.46
BlackRock Inc. 1,408,906 2,460,464 39.31 3,869,370 38.12 -36.41
LPL Financial LLC 1,227,632 1,153,487 39.31 2,381,119 38.12 -51.56
Morgan Stanley 1,116,037 3,183,642 39.31 4,299,679 38.12 -25.96
Bank Of America Corp /de/ 915,763 2,002,837 39.31 2,918,600 38.12 -31.38
Advisor Group Holdings, Inc. 513,017 831,382 39.32 1,344,399 38.16 -38.16
Mml Investors Services, Llc 356,470 256,546 39.31 613,016 38.12 -58.15
Ameriprise Financial Inc 348,361 792,983 39.43 1,141,344 38.15 -30.52
Goldman Sachs Group Inc 266,242 602,407 39.31 868,649 38.12 -30.65
Bank of New York Mellon Corp 235,600 55,244 39.32 290,844 38.12 -81.01
55i, Llc 183,031 326,827 39.31 509,858 38.12 -35.90
Commonwealth Equity Services, Llc 143,832 222,016 39.31 365,848 38.12 -39.31
Wealthsource Partners, Llc 128,484 102,391 39.31 230,875 38.12 -55.65
Wells Fargo & Company/mn 108,786 1,484,276 39.31 1,593,062 38.12 -6.83
Change Path, LLC 100,715 49,516 39.32 150,231 38.12 -67.04
Allstate Corp 99,386 483,306 39.31 582,692 38.12 -17.06
GWM Advisors LLC 93,734 124,099 39.31 217,833 38.12 -43.03
Atria Wealth Solutions, Inc. 87,642 79,502 39.31 167,144 38.12 -52.44
Stifel Financial Corp 77,423 290,184 39.31 367,607 38.12 -21.06
High Falls Advisors, Inc 68,646 23,321 39.32 91,967 38.12 -74.64
PAX Financial Group, LLC 55,886 15,921 39.32 71,807 38.12 -77.83
Swmg, Llc 55,175 17,079 39.29 72,254 40.93 -76.36
Barings Llc 48,537 142,576 39.31 191,113 38.12 -25.40
Stokes Family Office, LLC 47,732 94,029 39.31 141,761 38.12 -33.67
National Asset Management, Inc. 43,295 26,326 39.31 69,621 38.12 -62.19
Baird Financial Group, Inc. 37,713 16,470 39.28 54,183 38.11 -69.60
Proequities, Inc. 31,898 48,121 39.32 80,019 38.12 -39.86
Buttonwood Financial Group, LLC 31,695 28,484 39.32 60,179 37.80 -52.67
Advisory Services Network, LLC 30,789 328,031 39.31 358,820 38.12 -8.58
HighTower Advisors, LLC 28,782 113,618 38.80 142,400 37.60 -20.21
Cetera Investment Advisers 26,050 33,850 39.32 59,900 38.11 -43.49
Cetera Advisor Networks LLC 25,638 186,743 39.31 212,381 38.12 -12.07
Jane Street Group, Llc 25,498 25,566 39.31 51,064 38.13 -49.93
Northwestern Mutual Wealth Management Co 24,757 541,038 39.31 565,795 38.12 -4.38
Wealth Alliance 23,863 16,142 39.28 40,005 38.12 -59.65
Orion Portfolio Solutions, LLC 21,371 12,214 39.30 33,585 38.11 -63.63
Journey Strategic Wealth Llc 20,341 36,564 39.33 56,905 38.12 -35.75
BCJ Capital Management, LLC 17,824 9,261 39.30 27,085 38.10 -65.81
Snowden Capital Advisors LLC 17,359 30,279 39.30 47,638 38.10 -36.44
Tradition Wealth Management, LLC 15,592 18,829 39.30 34,421 38.12 -45.30
SigFig Wealth Management, LLC 15,122 4,777 89.81 19,899 58.09 -75.99
True Link Financial Advisors, LLC 14,977 11,788 39.28 26,765 38.11 -55.96
Eq Llc 14,853 49,620 39.32 64,473 38.12 -23.04
Jpmorgan Chase & Co 14,249 6,185 39.29 20,434 38.17 -69.73
Avaii Wealth Management, Llc 14,158 58,220 39.32 72,378 38.12 -19.56
JT Stratford LLC 12,904 7,517 39.24 20,421 38.10 -63.19
Baystate Wealth Management LLC 11,481 3,158 39.27 14,639 38.12 -78.43
Cetera Advisors LLC 10,234 32,355 39.31 42,589 38.11 -24.03
Citigroup Inc 10,180 10,051 39.30 20,231 38.11 -50.32
RFG Advisory, LLC 6,478 10,298 49.91 16,776 39.76 -38.61
Nwam Llc 5,913 38,811 39.32 44,724 37.61 -13.22
Raleigh Capital Management Inc. 5,411 3,627 39.43 9,038 38.17 -59.87
First Horizon Advisors, Inc. 5,057 8,372 39.18 13,429 38.05 -37.66
Trexquant Investment LP 4,169 7,695 39.25 11,864 38.10 -35.14
Kovack Advisors, Inc. 3,577 7,098 39.31 10,675 38.13 -33.51
Founders Financial Alliance, LLC 3,536 1,056 39.77 4,592 38.11 -77.00
Aveo Capital Partners, LLC 3,512 5,648 39.31 9,160 38.10 -38.34
Laurel Wealth Advisors, Inc. 3,028 5,540 39.35 8,568 38.17 -35.34
Sigma Planning Corp 2,566 18,380 39.34 20,946 38.10 -12.25
Capital Analysts, Inc. 2,513 1,612 4,125 -60.92
One Capital Management, LLC 2,504 46,104 39.28 48,608 38.10 -5.15
Magnus Financial Group LLC 1,521 8,771 39.33 10,292 38.09 -14.78
Verus Capital Partners, Llc 1,324 7,206 39.27 8,530 38.10 -15.52
Aspire Private Capital, LLC 764 6,345 39.24 7,109 38.12 -10.75
Financial Partners Group, Inc 695 17,808 39.31 18,503 38.10 -3.76
Hallmark Capital Management Inc 598 1,707 39.25 2,305 38.18 -25.94
Pensionmark Financial Group, Llc 575 15,270 39.29 15,845 40.39 -3.63
Seaside Wealth Management, Inc. 517 4,714 48.79 5,231 42.44 -9.88
International Assets Investment Management, Llc 436 15,239 39.31 15,675 38.15 -2.78
Pnc Financial Services Group, Inc. 352 8,270 39.30 8,622 38.04 -4.08
Charles Carroll Financial Partners, LLC 300 13,600 39.34 13,900 38.13 -2.16
Bank Of Montreal /can/ 188 5,844 42.95 6,032 40.29 -3.12
Keebeck Wealth Management, LLC 159 24,526 39.31 24,685 38.12 -0.64
Ten Capital Wealth Advisors, LLC 48 18 55.56 66 45.45 -72.73
First Manhattan Co 5 1,315 38.78 1,320 37.88 -0.38
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