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	1,126	NaN	0.00	236.72
Previous Quarter	1,185	NaN	0.00	240.78

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	20	190	214	1	92	73
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	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	4	4	36	0	14	12
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	8,929,959	17.94	120.01	14,609,713	29.35	235.63
Previous Quarter	4,475,199	8.99	239.47	14,604,390	29.34	241.67

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	7,345,723	239.46
VANGUARD GROUP INC	7,304,857
GENERATION INVESTMENT MANAGEMENT LLP	4,747,674
Generation Investment Management Llp	4,602,367	239.46
BlackRock Inc.	4,470,396	239.46
BlackRock Inc.	4,454,760
COHEN & STEERS, INC.	4,095,901
Cohen & Steers, Inc.	4,095,374	239.51
Fmr Llc	3,320,306	239.46
FMR LLC	2,858,794
VGSIX - Vanguard Real Estate Index Fund Investor Shares	2,421,838	218.73
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,451,777	239.46
IJH - iShares Core S&P Mid-Cap ETF	1,431,339	239.46
Atlanta Capital Management Co L L C	1,381,250	239.46
State Street Corp	1,373,781	239.46
NAESX - Vanguard Small-Cap Index Fund Investor Shares	1,265,329	239.46
Ariel Investments, Llc	1,136,329	239.46
EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A	1,106,672	239.46
Dimensional Fund Advisors Lp	1,097,890	239.47
CSEIX - Cohen & Steers Real Estate Securities Fund Class A	978,160	239.46

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
Vanguard Group Inc	7,345,723	239.46
Generation Investment Management Llp	4,602,367	239.46
BlackRock Inc.	4,470,396	239.46
Cohen & Steers, Inc.	4,095,374	239.51
Fmr Llc	3,320,306	239.46
VGSIX - Vanguard Real Estate Index Fund Investor Shares	2,419,541	250.79
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,451,777	239.46
IJH - iShares Core S&P Mid-Cap ETF	1,431,339	239.46
Atlanta Capital Management Co L L C	1,381,250	239.46
State Street Corp	1,373,781	239.46
NAESX - Vanguard Small-Cap Index Fund Investor Shares	1,265,329	239.46
Ariel Investments, Llc	1,136,329	239.46
EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A	1,106,672	239.46
Dimensional Fund Advisors Lp	1,097,890	239.47
CSEIX - Cohen & Steers Real Estate Securities Fund Class A	978,160	239.46
Maverick Capital Ltd	877,641	239.46
Bessemer Group Inc	835,745	239.46
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	828,449	239.46
CSRSX - Cohen & Steers Realty Shares Class L	827,357	239.46
Geode Capital Management, Llc	784,564	239.61

Recent Quarter Analysis

Recent Quarter 20 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	7,304,857
GENERATION INVESTMENT MANAGEMENT LLP	4,747,674
BlackRock Inc.	4,454,760
COHEN & STEERS, INC.	4,095,901
FMR LLC	2,858,794
FDVLX - Fidelity Value Fund	195,700	218.73
Vulcan Value Partners, LLC	145,245
FDMLX - Fidelity Series Intrinsic Opportunities Fund	50,800	218.72
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1	19,100	218.74
FAVFX - Fidelity Advisor Value Fund Class A	8,840	218.78
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF	5,777	218.80
GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio	1,900	218.95
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1	1,433	218.42
Trust Co Of Vermont	720	175.00
FFMVX - Fidelity Flex Mid Cap Value Fund	577	218.37
Heritage Financial Services, LLC	103	174.76
Allworth Financial LP	76	171.05
Tfo-tdc, Llc	35	171.43
Morton Brown Family Wealth, LLC	3	333.33
Wolff Wiese Magana Llc	1

Recent Quarter 190 Institutes closed out their positions

Name	Shares	PPS
Samlyn Capital, Llc	599,370	239.46
Jpmorgan Chase & Co	165,854	239.46
CGMFX - CGM Focus Fund	85,000	248.09
BOSOX - Boston Trust Small Cap Fund	50,560	248.08
MCVAX - Transamerica Mid Cap Value Opportunities A	40,000	258.23
JOHN HANCOCK VARIABLE INSURANCE TRUST - Real Estate Securities Trust NAV	31,148	248.11
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV	29,700	248.08
EZM - WisdomTree U.S. MidCap Fund N/A	26,985	248.10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Real Estate Fund Class I	22,616	248.10
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	16,800	248.10
IIVAX - Transamerica Small/Mid Cap Value A	15,000	258.20
MUEAX - MFS Blended Research Core Equity Fund A	14,431	248.08
Tudor Investment Corp Et Al	13,212	239.48
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial	12,562	248.13
EICVX - EIC Value Fund Class A	12,400	258.23
Susquehanna International Group, Llp	12,300	239.43
NorthCoast Asset Management LLC	8,440	248.10
RFV - Invesco S&P MidCap 400 Pure Value ETF	7,985	258.23
FWWFX - Fidelity Worldwide Fund	7,000	258.29
CZA - Invesco Zacks Mid-Cap ETF	6,955	258.23
Simplex Trading, Llc	6,700	239.40
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class	6,331	248.14
HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares	6,329	248.06
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I	5,900	248.14
PTMC - Pacer Trendpilot US Mid Cap ETF	5,621	258.32
Private Advisor Group, LLC	4,951	239.55
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A	4,866	248.05
Wolverine Trading, Llc	4,300	243.26
RYAVX - S&P MidCap 400 Pure Value Fund Class H	3,422	248.10
PEAK6 Investments LLC	3,400	239.41
Ritholtz Wealth Management	3,227	239.54
GLSCX - Great Lakes Small Cap Opportunity Fund Investor Class Shares	3,067	248.13
Walleye Trading LLC	2,600	239.62
NUSC - Nuveen ESG Small-Cap ETF	2,552	258.23
World Asset Management Inc	2,509	247.91
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF	1,929	258.16
TGREX - TCW Global Real Estate Fund Class I	1,372	258.02
Raymond James Trust N.a.	1,191	240.13
MML Series Investment Fund II - MML Equity Rotation Fund Class II	1,161	248.06
Savant Capital, LLC	1,138	239.02
Cambridge Investment Research Advisors, Inc.	1,038	239.88
Polaris Wealth Advisory Group, LLC	1,000	221.00
Diversified Trust Co	953	239.24
Cookson Peirce & Co Inc	938	239.87
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity	879	248.01
MARNX - Convergence Long/Short Equity Fund - Institutional Class	659	235.20
First Mercantile Trust Co	623	248.80
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A	285	249.12
IFP Advisors, Inc	183	273.22
Carroll Financial Associates, Inc.	128	265.62
Berman Capital Advisors, LLC	63	238.10
Gemmer Asset Management LLC	54	222.22
Koshinski Asset Management, Inc.	45	244.44
Bbva Usa	21	238.10
Sandy Spring Bank	11	272.73
CVA Family Office, LLC	5	200.00
Sageworth Trust Co
Marshall Wace, Llp
Landsberg, Bennett, & Dubbaneh LLC
Enterprise Financial Services Corp
Wealth Enhancement Advisory Services, Llc
Seven Eight Capital, Lp
Pekin Hardy Strauss, Inc.
Savior LLC
Islay Capital Management, Llc
Two Sigma Securities, Llc
Prelude Capital Management, Llc
Fox Run Management, L.l.c.
Centiva Capital, LP
Salvus Wealth Management, LLC
PFG Advisors
McCarthy Asset Management, Inc.
SummerHaven Investment Management, LLC
Hunter Perkins Capital Management, LLC
ACG Wealth
XTX Topco Ltd
VMNFX - Vanguard Market Neutral Fund Investor Shares
Valeo Financial Advisors, LLC
Balyasny Asset Management Llc
Orion Portfolio Solutions, LLC
Bridgefront Capital, LLC
Summit Wealth Group, LLC
Jump Financial, LLC
Aigen Investment Management, Lp
Virtu Financial LLC
Arkadios Wealth Advisors
Chilton Capital Management Llc
SECIX - Guggenheim Large Cap Value Fund A-Class
Stokes Family Office, LLC
People's United Financial, Inc.
Leverage Partners Absolute Return Fund SPC
Versor Investments LP
Seacrest Wealth Management, Llc
Edgestream Partners, L.P.
Harbour Investments, Inc.
Cambridge Trust Co
Boothbay Fund Management, Llc
Hrt Financial Lp
South Dakota Investment Council
Capitolis Advisors LLC
Stonnington Group, Llc
Snowden Capital Advisors LLC
Wealthfront Advisers Llc
Sofos Investments, Inc.
Chiron Investment Management, LLC
Caxton Associates Lp
Metropolitan Life Insurance Co/ny
Parallax Volatility Advisers, L.P.
Baader Bank INC
Stonebridge Capital Advisors LLC
Fft Wealth Management Llc
Mirabella Financial Services Llp
Bayesian Capital Management, LP
SPFFX - Sphere 500 Fossil Free Fund
Weaver C. Barksdale & Associates, Inc.
Quantinno Capital Management LP
First Western Trust Bank
Ossiam
Quantitative Investment Management, LLC
Cahill Financial Advisors Inc
LOMMX - CGM Mutual Fund
Allianz Asset Management GmbH
Oak Thistle LLC
Dark Forest Capital Management Lp
Kore Private Wealth LLC
Equity Investment Corp
CHICAGO TRUST Co NA
Magnetar Financial LLC
Lockheed Martin Investment Management Co
Alyeska Investment Group, L.P.
Polar Asset Management Partners Inc.
Dynamic Technology Lab Private Ltd
Two Sigma Investments, Lp
New Age Alpha Trust - AVDR US LargeCap ESG ETF
Senator Investment Group LP
GFSYX - Strategic Alternatives Fund Institutional
Engineers Gate Manager LP
CENTRAL TRUST Co
Highland Capital Management, Llc
LEQAX - LoCorr Dynamic Equity Fund Class A
AIEQ - AI Powered Equity ETF
Massachusetts Financial Services Co /ma/
FORA Capital, LLC
WoodTrust Financial Corp
Teza Capital Management LLC
Rothschild Investment Corp /il
Cullen Capital Management, LLC
Advisory Services Network, LLC
AIA Group Ltd
Etf Managers Group, Llc
Pearl River Capital, LLC
Quantbot Technologies LP
Public Sector Pension Investment Board
Point72 Hong Kong Ltd
IBM Retirement Fund
Amundi
Vulcan Value Partners, LLC
Norges Bank
Liberty Wealth Management Llc
Nomura Holdings Inc
1832 Asset Management L.P.
qPULA Trading Management LP
Meridian Wealth Partners, LLC
Advisor Partners Llc
Reilly Financial Advisors, Llc
Ontario Teachers Pension Plan Board
D'Orazio & Associates, Inc.
Natixis
Wealthspire Advisors, LLC
Optimum Investment Advisors
Verition Fund Management LLC
Great Lakes Advisors, Llc
Standard Life Aberdeen plc
BlueMar Capital Management, LLC
Winton Capital Group Ltd
Jackson Square Capital, Llc
Jacobi Capital Management LLC
Pacer Advisors, Inc.
Marshall Wace North America L.P.
Modera Wealth Management, LLC
Parallax Volatility Advisers, L.P.
USA Financial Portformulas Corp
Schroder Investment Management Group
Klaas Financial Asset Advisors, LLC
Blueshift Asset Management, LLC
Royce & Associates Lp
Rafferty Asset Management, LLC
Segantii Capital Management Ltd
Alta Capital Management Llc/
Pendal Group Ltd

Recent Quarter 214 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VGSIX - Vanguard Real Estate Index Fund Investor Shares	2,421,838	218.73	2,419,541	250.79
FSCRX - Fidelity Small Cap Discovery Fund	450,000	218.73	500,000	250.79
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6	333,837	218.73	314,984	250.79
VRTPX - Vanguard Real Estate II Index Fund	308,365	218.73	307,182	250.79
Boston Trust Walden Corp	305,371	174.86	256,716	239.46
FMCSX - Fidelity Mid-Cap Stock Fund	267,510	218.73	268,363	250.79
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	264,240	218.73	264,240	250.79
FCPVX - Fidelity Small Cap Value Fund	262,400	218.73	262,400	250.79
FSOPX - Fidelity Series Small Cap Opportunities Fund	259,700	218.73	264,500	250.79
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	229,654	218.73	234,352	250.79
Dfa Investment Trust Co - The U.s. Large Cap Value Series	218,089	218.73	218,089	250.79
FCPGX - Fidelity Small Cap Growth Fund	149,778	218.73	149,778	250.79
Tcw Group Inc	127,270	174.86	161,044	239.46
FJACX - Fidelity Series Small Cap Discovery Fund	125,000	218.73	150,000	250.79
FSMDX - Fidelity Mid Cap Index Fund	123,927	218.73	113,548	250.79
FSLCX - Fidelity Small Cap Stock Fund	121,658	218.73	124,730	250.79
FSMVX - Fidelity Mid Cap Value Fund	118,319	218.73	114,819	250.79
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	107,683	218.73	107,683	250.79
XMMO - Invesco S&P MidCap Momentum ETF	99,890	218.73	78,485	250.79
FSRNX - Fidelity Real Estate Index Fund	99,480	218.73	98,508	250.79

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Global Retirement Partners, LLC	5	200.00	7	142.86

Recent Quarter 92 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Boston Trust Walden Corp	48,655	305,371	174.86	256,716	239.46	18.95
FHEAX - Fidelity Advisor Real Estate Fund Class A	27,200	55,500	218.74	28,300	250.78	96.11
XMMO - Invesco S&P MidCap Momentum ETF	21,405	99,890	218.73	78,485	250.79	27.27
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6	18,853	333,837	218.73	314,984	250.79	5.99
FSMDX - Fidelity Mid Cap Index Fund	10,379	123,927	218.73	113,548	250.79	9.14
DFAC - Dimensional U.S. Core Equity 2 ETF	7,232	58,070	218.74	50,838	250.80	14.23
FDSCX - Fidelity Stock Selector Small Cap Fund	5,900	59,400	218.74	53,500	250.79	11.03
SPRAX - Pgim Qma Mid-cap Value Fund Class A	4,100	8,100	218.77	4,000	250.75	102.50
FLPSX - Fidelity Low-Priced Stock Fund	3,982	26,975	218.72	22,993	258.21	17.32
FSMVX - Fidelity Mid Cap Value Fund	3,500	118,319	218.73	114,819	250.79	3.05
JHMM - John Hancock Multifactor Mid Cap ETF	3,182	25,124	218.72	21,942	250.80	14.50
FOCSX - Fidelity Small Cap Growth K6 Fund	2,795	31,188	218.74	28,393	250.80	9.84
FNK - First Trust Mid Cap Value AlphaDEX Fund	2,572	6,245	218.73	3,673	250.75	70.02
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	2,519	40,129	218.72	37,610	250.78	6.70
VGSIX - Vanguard Real Estate Index Fund Investor Shares	2,297	2,421,838	218.73	2,419,541	250.79	0.09
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF	2,235	54,045	218.73	51,810	250.78	4.31
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	2,107	24,882	218.71	22,775	250.80	9.25
XMVM - Invesco S&P MidCap Value with Momentum ETF	1,944	9,748	218.71	7,804	250.77	24.91
PMPRX - MidCap Value Fund I R-3	1,846	3,756	218.85	1,910	250.79	96.65
VT - Vanguard Total World Stock Index Fund ETF Shares	1,843	24,293	218.75	22,450	250.78	8.21

Recent Quarter 73 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	55,411	667	175.41	56,078	239.74	-98.81
FSCRX - Fidelity Small Cap Discovery Fund	50,000	450,000	218.73	500,000	250.79	-10.00
FSAEX - Fidelity Series All-Sector Equity Fund	47,500	8,100	218.77	55,600	250.79	-85.43
Tcw Group Inc	33,774	127,270	174.86	161,044	239.46	-20.97
FJACX - Fidelity Series Small Cap Discovery Fund	25,000	125,000	218.73	150,000	250.79	-16.67
State of Alaska, Department of Revenue	16,957	7,017	174.72	23,974	239.43	-70.73
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor	11,848	12,488	218.77	24,336	250.78	-48.69
WWIDX - Wells Fargo Large Company Value Fund Administrator Class	6,865	8,277	218.68	15,142	250.76	-45.34
FREL - Fidelity MSCI Real Estate Index ETF	6,044	63,142	218.73	69,186	250.79	-8.74
FSOPX - Fidelity Series Small Cap Opportunities Fund	4,800	259,700	218.73	264,500	250.79	-1.81
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	4,698	229,654	218.73	234,352	250.79	-2.00
FESIX - Fidelity SAI Real Estate Index Fund	3,577	19,749	218.75	23,326	250.79	-15.33
Brinker Capital Investments, LLC	3,414	22,794	174.87	26,208	239.47	-13.03
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	3,355	5,490	218.76	8,845	250.76	-37.93
FSLCX - Fidelity Small Cap Stock Fund	3,072	121,658	218.73	124,730	250.79	-2.46
New Mexico Educational Retirement Board	2,900	7,700	174.81	10,600	239.43	-27.36
PRF - Invesco FTSE RAFI US 1000 ETF	2,443	12,038	218.72	14,481	250.81	-16.87
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class	2,200	3,640	218.68	5,840	250.86	-37.67
Exchange Traded Concepts, Llc	1,989	435	174.71	2,424	239.27	-82.05
OWACX - Old Westbury All Cap Core Fund	1,850	92,350	218.73	94,200	250.79	-1.96

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 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0

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 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 4 New Institutes added position

Name	Shares	PPS
Trust Co Of Vermont	720	175.00
Heritage Financial Services, LLC	103	174.76
Tfo-tdc, Llc	35	171.43
Morton Brown Family Wealth, LLC	3	333.33

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Savant Capital, LLC	1,138	239.02
Sandy Spring Bank	11	272.73
Gemmer Asset Management LLC	54	222.22
Cookson Peirce & Co Inc	938	239.87

Past Week 36 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Boston Trust Walden Corp	305,371	174.86	256,716	239.46
Tcw Group Inc	127,270	174.86	161,044	239.46
Granite Investment Partners, LLC	27,879	174.86	26,339	239.45
Brinker Capital Investments, LLC	22,794	174.87	26,208	239.47
Truist Financial Corp	15,656	174.82	15,850	239.43
Louisiana State Employees Retirement System	12,800	180.86	13,200	232.35
Commonwealth Equity Services, Llc	9,230	174.86	9,677	239.43
New Mexico Educational Retirement Board	7,700	174.81	10,600	239.43
Bowling Portfolio Management LLC	4,716	174.94	4,622	239.51
Sumitomo Life Insurance Co	4,191	174.90	4,132	239.35
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	4,074	197.35	4,074	246.20
Thompson Siegel & Walmsley Llc	4,014	174.89	3,010	239.53
Camelot Portfolios, LLC	3,890	174.81	3,584	239.40
Harbour Capital Advisors, LLC	3,550	174.93	2,135	239.34
Abacus Planning Group, Inc.	3,383	174.99	2,195	239.64
Richwood Investment Advisors, LLC	3,094	174.85	3,094	239.50
SPMIX - S&P MidCap Index Fund Direct Shares	2,687	197.25	2,687	246.37
Moody Aldrich Partners Llc	2,462	175.06	2,489	239.45
Beacon Financial Group	2,454	174.00	2,496	243.59
First Bank & Trust	2,209	174.74	1,941	239.57
Stratos Wealth Partners, LTD.	2,020	174.75	3,700	239.46
Tributary Capital Management, LLC	1,915	174.93	1,418	239.77
Arjuna Capital	1,763	174.70	1,753	239.59
Denali Advisors Llc	1,700	174.71	1,000	239.00
Neumann Capital Management, LLC	1,200	175.00	1,200	239.17
Spire Wealth Management	667	175.41	56,078	239.74
Exchange Traded Concepts, Llc	435	174.71	2,424	239.27
North Star Investment Management Corp.	305	173.77	305	239.34
Ellevest, Inc.	287	174.22	122	237.70
DSHFX - Destinations Shelter Fund Class I	161	198.76	161	248.45
Money Concepts Capital Corp	46	173.91	46	239.13
Umb Bank N A/mo	35	171.43	39	230.77
TCI Wealth Advisors, Inc.	33	181.82	26	230.77
Orion Capital Management LLC	31	161.29	31	225.81
Investors Research Corp	21	190.48	21	238.10
Asset Dedication, LLC	15	200.00	15	266.67

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 14 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Boston Trust Walden Corp	48,655	305,371	174.86	256,716	239.46	18.95
Granite Investment Partners, LLC	1,540	27,879	174.86	26,339	239.45	5.85
Harbour Capital Advisors, LLC	1,415	3,550	174.93	2,135	239.34	66.28
Abacus Planning Group, Inc.	1,188	3,383	174.99	2,195	239.64	54.12
Thompson Siegel & Walmsley Llc	1,004	4,014	174.89	3,010	239.53	33.36
Denali Advisors Llc	700	1,700	174.71	1,000	239.00	70.00
Tributary Capital Management, LLC	497	1,915	174.93	1,418	239.77	35.05
Camelot Portfolios, LLC	306	3,890	174.81	3,584	239.40	8.54
First Bank & Trust	268	2,209	174.74	1,941	239.57	13.81
Ellevest, Inc.	165	287	174.22	122	237.70	135.25
Bowling Portfolio Management LLC	94	4,716	174.94	4,622	239.51	2.03
Sumitomo Life Insurance Co	59	4,191	174.90	4,132	239.35	1.43
Arjuna Capital	10	1,763	174.70	1,753	239.59	0.57
TCI Wealth Advisors, Inc.	7	33	181.82	26	230.77	26.92

Past Week 12 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Spire Wealth Management	55,411	667	175.41	56,078	239.74	-98.81
Tcw Group Inc	33,774	127,270	174.86	161,044	239.46	-20.97
Brinker Capital Investments, LLC	3,414	22,794	174.87	26,208	239.47	-13.03
New Mexico Educational Retirement Board	2,900	7,700	174.81	10,600	239.43	-27.36
Exchange Traded Concepts, Llc	1,989	435	174.71	2,424	239.27	-82.05
Stratos Wealth Partners, LTD.	1,680	2,020	174.75	3,700	239.46	-45.41
Commonwealth Equity Services, Llc	447	9,230	174.86	9,677	239.43	-4.62
Louisiana State Employees Retirement System	400	12,800	180.86	13,200	232.35	-3.03
Truist Financial Corp	194	15,656	174.82	15,850	239.43	-1.22
Beacon Financial Group	42	2,454	174.00	2,496	243.59	-1.68
Moody Aldrich Partners Llc	27	2,462	175.06	2,489	239.45	-1.08
Umb Bank N A/mo	4	35	171.43	39	230.77	-10.26

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

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

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