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 2,356 354.00 366.02 361.59
Previous Quarter 2,446 367.00 366.06 366.31

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 41 347 420 48 199 198
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 4 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 10 12 66 44 55 43
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 22,953,967 15.29 185.45 32,703,478 21.78 363.44
Previous Quarter 11,620,668 7.74 366.07 33,291,861 22.17 365.98

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 13,554,919 366.06
VANGUARD GROUP INC 13,509,990
BlackRock Inc. 11,598,754 366.06
BlackRock Inc. 11,324,684
Capital International Investors 7,934,340
PRIMECAP MANAGEMENT CO/CA/ 7,518,824
Capital International Investors 7,482,762 366.21
Primecap Management Co/ca/ 7,362,309 366.06
State Street Corp 6,239,515 366.06
Price T Rowe Associates Inc /md/ 4,618,201 366.06
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,350,361 366.06
VPMCX - Vanguard PRIMECAP Fund Investor Shares 4,227,460 366.06
VFINX - Vanguard 500 Index Fund Investor Shares 3,298,426 366.06
Wellington Management Group Llp 3,194,250 366.06
Fmr Llc 2,897,680 366.06
Geode Capital Management, Llc 2,611,612 365.17
Janus Henderson Group Plc 2,607,611 366.06
ABALX - AMERICAN BALANCED FUND Class A 2,453,209 366.06
Ameriprise Financial Inc 2,445,669 363.89
Invesco Qqq Trust, Series 1 2,182,158 366.06

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 13,554,919 366.06
BlackRock Inc. 11,598,754 366.06
Capital International Investors 7,482,762 366.21
Primecap Management Co/ca/ 7,362,309 366.06
State Street Corp 6,239,515 366.06
Price T Rowe Associates Inc /md/ 4,618,201 366.06
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,350,361 366.06
VPMCX - Vanguard PRIMECAP Fund Investor Shares 4,227,460 366.06
VFINX - Vanguard 500 Index Fund Investor Shares 3,298,426 366.06
Wellington Management Group Llp 3,194,250 366.06
Fmr Llc 2,897,680 366.06
Geode Capital Management, Llc 2,611,612 365.17
Janus Henderson Group Plc 2,607,611 366.06
ABALX - AMERICAN BALANCED FUND Class A 2,453,209 366.06
Ameriprise Financial Inc 2,445,669 363.89
Invesco Qqq Trust, Series 1 2,182,158 366.06
Pictet Asset Management Sa 2,170,815 366.06
Goldman Sachs Group Inc 2,074,884 366.06
Bank of New York Mellon Corp 2,008,661 366.06
Northern Trust Corp 1,792,282 366.06

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 13,509,990
PRIMECAP MANAGEMENT CO/CA/ 7,518,824
MEIAX - MFS Value Fund A 915,245 364.85
FLVCX - Fidelity Leveraged Company Stock Fund 33,800 319.26
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 25,667 319.09
Walker Asset Management, LLC 19,511 336.22
FLSAX - Fidelity Advisor Leveraged Company Stock Fund Class A 16,900 319.23
Colony Group Llc 12,382 366.10
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9,340 319.27
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 9,301 364.80
TBDAX - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 8,356 319.29
Sycomore Asset Management 6,600 330.15
Wealth Enhancement Advisory Services, Llc 4,314 316.88
CFIPX - QS Global Equity Fund Class A 3,900 319.23
FTLS - First Trust Long/Short Equity ETF 3,174 319.16
New England Research & Management, Inc. 2,800 318.93
Belpointe Asset Management LLC 2,440 366.39
Dimensional ETF Trust - Dimensional US High Profitability ETF 2,432 319.08
DDIAX - Delaware Wealth Builder Fund Class A 1,905 364.83
Moody National Bank Trust Division 1,601 319.18
Name Shares PPS
Goldman Sachs Group Inc 2,074,884 366.06
D. E. Shaw & Co., Inc. 522,633 366.06
Barclays Plc 508,115 366.06
Barclays Plc 508,115 366.06
UBS Group AG 506,928 366.06
VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares 495,025 334.51
Wells Fargo & Company/mn 376,266 366.06
Bnp Paribas Arbitrage, Sa 332,215 366.06
Credit Suisse Ag/ 284,006 366.06
Credit Suisse Ag/ 284,006 366.06
Hsbc Holdings Plc 243,981 368.10
FPURX - Fidelity Puritan Fund 156,642 408.13
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 59,816 372.76
Marshall Wace North America L.P. 48,655 334.50
Jnl Series Trust - Jnl/wmc Value Fund (a) 46,044 334.51
Country Club Trust Company, n.a. 39,027 427.09
Walleye Trading LLC 35,700 366.05
Simplex Trading, Llc 33,900 366.05
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 31,926 334.52
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 28,519 334.51
HighTower Advisors, LLC 26,007 365.36
Aaron Wealth Advisors LLC 25,990 2.73
Sonora Investment Management, LLC 24,848 334.51
AGGAX - INVESCO Global Growth Fund Class A 19,455 372.76
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 18,431 372.74
Cypress Growth Fund Iii Lp 16,000 334.50
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 13,612 334.48
B. Metzler seel. Sohn & Co. Holding AG 13,606 334.48
Balyasny Asset Management Llc 13,315 366.05
Colony Group Llc 12,382 366.10
Dorsey Wright & Associates 11,642 366.09
Moors & Cabot, Inc. 10,000 1.00
MBNAX - MainStay Balanced Fund Class A 8,824 372.73
MDIVX - BMO Dividend Income Fund Class I 7,863 408.11
Group One Trading, L.p. 7,800 366.03
Point72 Hong Kong Ltd 7,800 366.03
ALTL - Pacer Lunt Large Cap Alternator ETF 7,654 372.75
TVRAX - Guggenheim Directional Allocation Fund Class A 7,365 334.56
Homrich & Berg 7,139 334.50
Unified Trust Company, N.A. 7,092 334.46
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 7,029 334.47
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 6,996 334.48
First Midwest Bank Trust Division 6,851 430.16
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 6,826 334.46
FCTR - First Trust Lunt U.S. Factor Rotation ETF 6,414 334.58
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 5,745 408.18
Heritage Wealth Management, Llc 4,841 334.44
RPGAX - T. Rowe Price Global Allocation Fund, Inc. 4,762 389.33
Verition Fund Management LLC 4,200 365.95
Optimal Asset Management, Inc. 3,651 334.43
World Asset Management Inc 3,286 334.45
FPKFX - Fidelity Puritan K6 Fund 3,183 408.11
FOGRX - Growth Opportunities Fund Institutional 2,600 334.62
AIEQ - AI Powered Equity ETF 2,453 334.69
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 2,444 334.70
Belpointe Asset Management LLC 2,440 366.39
IBM Retirement Fund 2,419 365.85
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 2,412 334.58
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 2,411 334.72
Tower Bridge Advisors 2,400 366.25
Kingsview Wealth Management, LLC 2,143 430.24
TKG Advisors, LLC 1,972 366.13
Wbi Investments, Inc. 1,957 349.51
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 1,900 334.74
G&S Capital LLC 1,672 366.03
Old Dominion Capital Management Inc 1,348 334.57
IFP Advisors, Inc 1,040 431.73
Green Harvest Asset Management LLC 933 334.41
HighPoint Advisor Group LLC 829 334.14
First Mercantile Trust Co 824 334.95
Psagot Investment House Ltd. 812 334.98
GraniteShares Advisors LLC 787 365.95
MRMIX - BMO Mid-Cap Growth Fund Class I 773 407.50
Clear Street Markets Llc 681 365.64
Clear Street Markets Llc 681 365.64
Measured Wealth Private Client Group, LLC 678 365.78
GMAMX - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 670 373.13
TILDX - DCM/INNOVA High Dividend Income Innovation Fund 652 389.57
Hollencrest Capital Management 652 365.03
180 Wealth Advisors, Llc 652 337.42
GAOAX - JPMorgan Global Allocation Fund Class A 619 373.18
Dubuque Bank & Trust Co 610 365.57
NorthCrest Asset Manangement, LLC 603 366.50
Strategy Asset Managers Llc 592 366.55
Koshinski Asset Management, Inc. 583 365.35
Berman Capital Advisors, LLC 575 333.91
Range Financial Group LLC 571 366.02
Alhambra Investment Partners LLC 569 365.55
ABPAX - AB Conservative Wealth Strategy Class A 509 408.64
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 464 372.84
Gabelli Equity Trust Inc 390 333.33
Wealth Quarterback LLC 356
MML Series Investment Fund II - MML Equity Rotation Fund Class II 347 334.29
SBQAX - AmericaFirst Large Cap Share Buyback Fund Class A 303 333.33
Carroll Financial Associates, Inc. 248 439.52
Foresight Capital Management Advisors, Inc. 235 365.96
Reilly Financial Advisors, Llc 207 429.95
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 175 337.14
Gemmer Asset Management LLC 62 354.84
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 54 333.33
Triasima Portfolio Management inc. 43 348.84
JNBA Financial Advisors 38 368.42
Tarbox Family Office, Inc. 26 384.62
GBGR - Global Beta Momentum-Growth ETF 21 428.57
Asset Dedication, LLC 8 375.00
Clean Yield Group 7 428.57
Marquette Asset Management, LLC 1
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio
Advisory Research Inc
RYSRX - Guggenheim Long Short Equity Fund Class P
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
Savior LLC
QCGRRX - Growth Account Class R1
GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional
Malaga Cove Capital, LLC
Graticule Asia Macro Advisors LLC
Echo Street Capital Management LLC
Standard Family Office LLC
Glenview Trust Co
Lake Street Advisors Group, Llc
AFALX - Applied Finance Core Fund Investor Class
Machina Capital S.a.s.
Tributary Capital Management, LLC
Personal Wealth Partners
SWDSX - Schwab Dividend Equity Fund
Quattro Financial Advisors Llc
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Lsv Asset Management
CX Institutional
DFNV - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
NSEIX - Nicholas Equity Income Fund Inc Class I
Weld Capital Management Llc
RSMOX - Victory RS Mid Cap Growth Fund Class A
IIFAX - Voya Balanced Income Portfolio Class ADV
MML Series Investment Fund II - MML Asset Momentum Fund Class II
Financial Advocates Investment Management
TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A
Paragon Wealth Strategies, LLC
Bridgefront Capital, LLC
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
Advanced Series Trust - Ast Mid-cap Growth Portfolio
JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
UGIEX - Global Equity Income Fund Shares
Emerald Investment Partners, Llc
Pearl River Capital, LLC
Prelude Capital Management, Llc
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity
Brighton Jones Llc
Capital CS Group, LLC
Arkadios Wealth Advisors
First National Bank Of Omaha
Claraphi Advisory Network, LLC
Hudock, Inc.
Occudo Quantitative Strategies Lp
Counterpoint Mutual Funds LLC
Sepio Capital, LP
MUFG Securities EMEA plc
Paragon Capital Management Ltd
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
Asahi Life Asset Management Co., Ltd.
Privium Fund Management (UK) Ltd
Axiom Investment Management LLC
DRW Securities, LLC
Ahl Investment Management, Inc.
Employees Retirement System of Texas
WBIL - WBI BullBear Quality 3000 ETF
Beacon Harbor Wealth Advisors, Inc.
WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A
Mirabella Financial Services Llp
Howard Capital Management Inc.
Trillium Asset Management, Llc
STFGX - State Farm Growth Fund
Keudell/Morrison Wealth Management
Bp Plc
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I
Fft Wealth Management Llc
NuWave Investment Management, LLC
Blueshift Asset Management, LLC
Infini Master Fund
Enterprise Financial Services Corp
Cerity Partners LLC
Gsa Capital Partners Llp
MAPAX - MainStay MAP Equity Fund Class A
Capula Management Ltd
Court Place Advisors, LLC
Concorde Financial Corp
Ropes Wealth Advisors Llc
Mcdonald Partners Llc
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
ADOAX - ACM Dynamic Opportunity Fund Class A Shares
GFSYX - Strategic Alternatives Fund Institutional
Inlet Private Wealth, LLC
Walleye Capital LLC
Eagle Bay Advisors LLC
Advisors Preferred, LLC
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor
Orser Capital Management, Llc
Johnson Bixby & Associates, LLC
Fulcrum Equity Management
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A
Capital Fund Management S.a.
Walled Lake Planning & Wealth Management, Llc
Meadow Creek Wealth Advisors Llc
Compagnie Lombard Odier SCmA
Tyler-Stone Wealth Management
Associated Banc-corp
Kowal Investment Group, LLC
Lombard Odier Asset Management (Switzerland) SA
Pacitti Group Inc.
Charter Trust Co
Norges Bank
Quadrature Capital Ltd
Mbb Public Markets I Llc
York Capital Management Global Advisors, LLC
Waldron Private Wealth LLC
Resolute Advisors LLC
Quantum Private Wealth, LLC
Wealthspire Advisors, LLC
Coastal Bridge Advisors, LLC
Tru Independence Asset Management 2, Llc
Ibex Investors LLC
Castleview Partners, Llc
CPAEX - Counterpoint Tactical Equity Fund Class A Shares
Origin Asset Management LLP
Sciencast Management LP
True North Advisors, LLC
Wright Investors Service Inc
Redwood Investment Management, Llc
Quantamental Technologies LLC
Banco Santander, S.A.
State of Wyoming
D'Orazio & Associates, Inc.
Driehaus Capital Management Llc
Ascendant Capital Management, LLC
Consolidated Planning Corp
Shay Capital LLC
Absolute Capital Management, LLC
Capital Bank & Trust Co
Altfest L J & Co Inc
Evermay Wealth Management Llc
Kcl Capital, L.p.
Quantitative Systematic Strategies LLC
Comprehensive Financial Consultants Institutional, Inc.
Integrated Advisors Network LLC
Laurion Capital Management LP
Livingston Group Asset Management CO (operating as Southport Capital Management)
Fulcrum Asset Management LLP
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio
Paloma Partners Management Co
Jones Financial Companies Lllp
Cornerstone Wealth Management, LLC
Duality Advisers, Lp
Magnetar Financial LLC
Pacific Wealth Strategies Group, Inc.
Capstone Wealth Management Group, Llc
Algebris (uk) Ltd
Laurion Capital Management LP
qPULA Trading Management LP
Lewis Capital Management, Llc
Hancock Whitney Investment Services Inc.
Baker Avenue Asset Management, LP
Lincoln Capital Corp
Crewe Advisors LLC
Column Capital Advisors, LLC
Graham Capital Management, L.P.
Dymon Asia Capital (singapore) Pte. Ltd.
Douglas Lane & Associates, LLC
Barrett Asset Management, LLC
Benson Investment Management Company, Inc.
Ergoteles LLC
Regions Financial Corp
Total Clarity Wealth Management, Inc.
Signet Financial Management, Llc
DC Investments Management, LLC
Dymon Asia Capital (singapore) Pte. Ltd.
Bluefin Capital Management, Llc
Harvest Investment Services, LLC
AO Asset Management, LLC
CLARET ASSET MANAGEMENT Corp
Engine No. 1 Llc
Liberty Wealth Management Llc
Cassady Schiller Wealth Management, LLC
Herold Advisors, Inc.
Paradigm Financial Partners, Llc
Sphinx Trading, Lp
Community Bank, N.A.
Evolution Wealth Advisors, LLC
SPMO - Invesco S&P 500 Momentum ETF
Meridian Wealth Partners, LLC
Amplius Wealth Advisors, LLC
Qube Research & Technologies Ltd
Pensionfund DSM Netherlands
Neo Ivy Capital Management
Phoenix Wealth Advisors
Citizens Financial Group Inc/ri
Morton Brown Family Wealth, LLC
MAI Capital Management
Connor, Clark & Lunn Investment Management Ltd.
Clarus Wealth Advisors
Capula Management Ltd
HHM Wealth Advisors, LLC
ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
Caas Capital Management Lp
CMT Capital Markets Trading GmbH
CoreCap Advisors, LLC
Donoghue Forlines LLC
WRAAX - Wilmington Global Alpha Equities Fund Class A Shares
Confluence Wealth Services, Inc.
Redhawk Wealth Advisors, Inc.
Quantbot Technologies LP
Caas Capital Management Lp
Teza Capital Management LLC
Optimus Prime Fund Management Co., Ltd.
Maverick Capital Ltd
Main Street Research LLC
Modera Wealth Management, LLC
Quantitative Investment Management, LLC
Angeles Investment Advisors, LLC
TrimTabs Asset Management, LLC
AMP Capital Investors Ltd
Proficio Capital Partners LLC
Twinbeech Capital Lp
StrategIQ Financial Group, LLC
CastleArk Alternatives, LLC
Cornercap Investment Counsel Inc
Enlightenment Research, LLC
We Are One Seven, LLC
Y-Intercept (Hong Kong) Ltd
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Arrowstreet Capital, Limited Partnership
WestEnd Advisors, LLC
NewSquare Capital LLC
Old Port Advisors
Aigen Investment Management, Lp
Polar Asset Management Partners Inc.
Dynamic Technology Lab Private Ltd
CMT Capital Markets Trading GmbH
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class
GDMYX - Defensive Market Strategies Fund Institutional
Laurion Capital Management LP
Capitolis Advisors LLC
Paloma Partners Management Co
Astoria Portfolio Advisors LLC.
Two Sigma Investments, Lp
JMNAX - JPMorgan Research Market Neutral Fund Class A 373.25
Name Current Shares Current PPS Previous Shares Previous PPS
Capital International Investors 7,934,340 7,482,762 366.21
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 1,451,409 319.26 1,453,348 389.27
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 928,488 319.26 999,591 389.27
C2C Wealth Management, LLC 913,364 345.58 920,989 348.31
AMRMX - AMERICAN MUTUAL FUND Class A 866,523 319.26 866,523 389.27
CAIBX - CAPITAL INCOME BUILDER Class A 607,414 319.26 607,414 389.27
SOXL - Direxion Daily Semiconductor Bull 3X Shares 512,289 319.26 454,076 389.27
POAGX - PRIMECAP Odyssey Aggressive Growth Fund 390,880 319.26 402,390 389.27
POSKX - PRIMECAP Odyssey Stock Fund 371,470 319.26 407,670 389.27
POGRX - PRIMECAP Odyssey Growth Fund 342,944 319.26 368,734 389.27
HAIAX - HARTFORD CORE EQUITY FUND Class A 307,018 319.26 307,018 389.27
Truist Financial Corp 287,551 319.08 254,284 366.06
QUAL - iShares Edge MSCI USA Quality Factor ETF 285,234 319.26 277,048 389.27
OWLSX - Old Westbury Large Cap Strategies Fund 277,632 319.26 276,932 389.27
SWPPX - Schwab S&P 500 Index Fund 273,035 319.26 268,799 389.27
TAGRX - Fundamental Large Cap Core Fund Class A 256,434 319.26 259,410 389.27
Bank Julius Baer & Co. Ltd, Zurich 247,695 319.08 271,939 366.06
RGLGX - American Funds Global Insight Fund Class R-6 228,499 319.26 228,499 389.27
VWNDX - Vanguard Windsor Fund Investor Shares 226,955 319.26 226,955 389.27
RSP - Invesco S&P 500 Equal Weight ETF 200,801 319.26 157,295 389.27
Name Current Shares Current PPS Previous Shares Previous PPS
LBSAX - Columbia Dividend Income Fund Class A 1,505,225 364.85 1,503,664 348.50
SCHX - Schwab U.S. Large-Cap ETF 117,843 364.85 123,157 348.50
LAMAX - Lord Abbett Calibrated Dividend Growth Fund Class A 77,600 364.85 87,100 348.50
SCHB - Schwab U.S. Broad Market ETF 76,316 364.85 76,216 348.50
SCHV - Schwab U.S. Large-Cap Value ETF 70,421 364.85 69,731 348.50
MTCAX - MFS Technology Fund A 54,629 364.84 64,395 348.51
QQQM - Invesco NASDAQ 100 ETF 53,583 364.85 42,647 348.49
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 51,619 364.85 57,624 348.50
Artemis Investment Management LLP 42,745 319.52 0
CTCAX - Columbia Global Technology Growth Fund Class A 36,150 364.84 37,044 348.50
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 33,500 364.84 44,000 348.50
FNDX - Schwab Fundamental U.S. Large Company Index ETF 21,705 364.85 19,893 348.51
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16,454 364.84 12,859 348.47
AUIAX - AB EQUITY INCOME FUND INC Class A 15,663 364.87 7,436 348.44
AWAAX - AB Wealth Appreciation Strategy Class A 14,842 364.84 11,064 348.52
NEIAX - Columbia Large Cap Index Fund Class A 14,309 364.88 14,042 348.53
NDXKX - Nasdaq-100 Index Fund K Shares 13,186 364.86 13,186 348.48
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 11,148 364.82 11,148 348.49
PBUS - Invesco PureBeta MSCI USA ETF 9,466 364.88 9,279 348.53
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8,600 319.30 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital International Investors 451,578 7,934,340 7,482,762 366.21 6.03
Cookson Peirce & Co Inc 122,012 124,024 319.08 2,012 366.30 6064.21
SOXL - Direxion Daily Semiconductor Bull 3X Shares 58,213 512,289 319.26 454,076 389.27 12.82
RSP - Invesco S&P 500 Equal Weight ETF 43,506 200,801 319.26 157,295 389.27 27.66
Artemis Investment Management LLP 42,745 42,745 319.52 0 0.00
Truist Financial Corp 33,267 287,551 319.08 254,284 366.06 13.08
DGRO - iShares Core Dividend Growth ETF 21,665 129,041 319.26 107,376 389.27 20.18
Baldwin Brothers Inc/ma 18,354 19,269 319.06 915 366.12 2005.90
QYLD - Global X NASDAQ 100 Covered Call ETF 15,841 84,995 319.27 69,154 389.28 22.91
FUMIX - Fidelity SAI U.S. Momentum Index Fund 13,039 39,471 319.27 26,432 389.26 49.33
QQQM - Invesco NASDAQ 100 ETF 10,936 53,583 364.85 42,647 348.49 25.64
ITYAX - INVESCO Technology Fund Class A 9,365 60,634 319.26 51,269 389.26 18.27
State of Alaska, Department of Revenue 9,329 44,993 319.05 35,664 366.03 26.16
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8,600 8,600 319.30 0 0.00
AUIAX - AB EQUITY INCOME FUND INC Class A 8,227 15,663 364.87 7,436 348.44 110.64
QUAL - iShares Edge MSCI USA Quality Factor ETF 8,186 285,234 319.26 277,048 389.27 2.95
Campbell Newman Asset Management Inc 7,084 101,539 319.08 94,455 366.06 7.50
Old National Bancorp /in/ 7,000 72,556 319.09 65,556 366.07 10.68
QQQE - Direxion NASDAQ-100(R) Equal Weighted Index Shares 6,543 17,697 319.26 11,154 389.28 58.66
F/M Investments LLC 6,137 6,137 324.26 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 78,513 51,855 319.06 130,368 366.05 -60.22
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 71,103 928,488 319.26 999,591 389.27 -7.11
POSKX - PRIMECAP Odyssey Stock Fund 36,200 371,470 319.26 407,670 389.27 -8.88
Meritage Portfolio Management 35,296 28,179 319.07 63,475 366.07 -55.61
VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares 27,143 151,076 319.26 178,219 389.27 -15.23
POGRX - PRIMECAP Odyssey Growth Fund 25,790 342,944 319.26 368,734 389.27 -6.99
Bank Julius Baer & Co. Ltd, Zurich 24,244 247,695 319.08 271,939 366.06 -8.92
FDGFX - Fidelity Dividend Growth Fund 22,900 60,400 319.25 83,300 389.27 -27.49
Wedge Capital Management L L P/nc 22,325 128,314 319.08 150,639 366.06 -14.82
Frontier Capital Management Co Llc 22,154 193,236 319.08 215,390 366.06 -10.29
Oregon Public Employees Retirement Fund 19,335 32,131 319.07 51,466 366.07 -37.57
RPG - Invesco S&P 500 Pure Growth ETF 18,710 155,108 319.26 173,818 389.27 -10.76
FTC - First Trust Large Cap Growth AlphaDEX Fund 16,167 9,901 319.26 26,068 389.25 -62.02
RYT - Invesco S&P 500 Equal Weight Technology ETF 13,947 90,624 319.26 104,571 389.27 -13.34
Swarthmore Group Inc 13,750 934 319.06 14,684 366.04 -93.64
AMGAX - Alger MidCap Growth Fund Class A 12,809 7,198 319.26 20,007 389.26 -64.02
Polaris Wealth Advisory Group, LLC 12,803 2,313 319.07 15,116 353.07 -84.70
Spire Wealth Management 11,606 27,539 319.07 39,145 366.43 -29.65
POAGX - PRIMECAP Odyssey Aggressive Growth Fund 11,510 390,880 319.26 402,390 389.27 -2.86
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 10,500 33,500 364.84 44,000 348.50 -23.86
Name Current Puts
Name Current Calls
Name
Name Previous Puts
CMT Capital Markets Trading GmbH 0
CenterStar Asset Management, LLC 0
Name Previous Calls
Algebris (uk) Ltd 0
Sphinx Trading, Lp 0
Dymon Asia Capital (singapore) Pte. Ltd. 0
Caas Capital Management Lp 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

Past Week Analysis

Name Shares PPS
MEIAX - MFS Value Fund A 915,245 364.85
Walker Asset Management, LLC 19,511 336.22
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 9,301 364.80
New England Research & Management, Inc. 2,800 318.93
DDIAX - Delaware Wealth Builder Fund Class A 1,905 364.83
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 1,534 365.06
Delaware Enhanced Global Dividend & Income Fund 353 365.44
Pacifica Partners Inc. 80 337.50
Hexagon Capital Partners LLC 39 307.69
Enterprise Trust & Investment Co 16 312.50
Name Shares PPS
JNBA Financial Advisors 38 368.42
G&S Capital LLC 1,672 366.03
Triasima Portfolio Management inc. 43 348.84
Wbi Investments, Inc. 1,957 349.51
Aaron Wealth Advisors LLC 25,990 2.73
IBM Retirement Fund 2,419 365.85
Dorsey Wright & Associates 11,642 366.09
Gemmer Asset Management LLC 62 354.84
GraniteShares Advisors LLC 787 365.95
Measured Wealth Private Client Group, LLC 678 365.78
Hollencrest Capital Management 652 365.03
Tower Bridge Advisors 2,400 366.25
Name Current Shares Current PPS Previous Shares Previous PPS
C2C Wealth Management, LLC 913,364 345.58 920,989 348.31
Truist Financial Corp 287,551 319.08 254,284 366.06
Bank Julius Baer & Co. Ltd, Zurich 247,695 319.08 271,939 366.06
Frontier Capital Management Co Llc 193,236 319.08 215,390 366.06
Cookson Peirce & Co Inc 124,024 319.08 2,012 366.30
Strs Ohio 74,577 319.08 76,580 366.05
Old National Bancorp /in/ 72,556 319.09 65,556 366.07
Allspring Global Investments Holdings, LLC 51,855 319.06 130,368 366.05
WASHINGTON TRUST Co 39,696 319.07 38,129 366.07
Atlantic Union Bankshares Corp 33,849 319.09 33,340 366.05
Oregon Public Employees Retirement Fund 32,131 319.07 51,466 366.07
Meritage Portfolio Management 28,179 319.07 63,475 366.07
Spire Wealth Management 27,539 319.07 39,145 366.43
NatWest Group plc 20,134 319.06 19,470 366.05
Bowling Portfolio Management LLC 15,471 319.05 15,553 366.04
Geneos Wealth Management Inc. 15,123 296.24 14,554 366.02
Hartford Investment Management Co 14,316 319.08 14,264 366.03
GFG Capital, LLC 14,186 319.12 13,862 366.11
Patton Albertson Miller Group, Llc 13,326 319.08 13,173 366.05
GAM Holding AG 13,213 319.08 12,599 366.06
Wealthfront Advisers Llc 10,877 319.11 9,346 366.04
Jackson Square Capital, Llc 9,878 319.09 10,119 366.04
BKD Wealth Advisors, LLC 8,988 319.09 8,282 366.10
New Mexico Educational Retirement Board 8,380 319.09 8,780 366.06
Pendal Group Ltd 7,757 319.20 9,054 366.14
Eastern Bank 7,257 319.00 7,995 365.98
Bank Of Stockton 6,119 319.01 5,811 366.03
Teamwork Financial Advisors, LLC 5,987 319.02 9,271 366.09
Stratos Wealth Partners, LTD. 4,573 319.05 4,773 366.02
KCS Wealth Advisory 4,571 319.19 4,534 366.12
Fortem Financial Group, Llc 4,541 319.09 9,012 366.07
Freedom Day Solutions, LLC 4,159 319.07 4,105 366.14
Wedbush Securities Inc 3,991 318.97 3,959 366.00
First Hawaiian Bank 3,185 319.31 3,202 366.02
Bnc Wealth Management, Llc 3,123 318.92 945 366.14
Shufro Rose & Co Llc 3,015 319.07 2,959 366.00
Institute for Wealth Management, LLC. 2,856 318.98 2,856 365.90
Marshall Financial Group LLC 2,837 319.00 2,384 366.19
Bristlecone Advisors, LLC 2,835 319.22 2,835 366.14
Exchange Traded Concepts, Llc 2,590 318.92 2,806 366.00
Western Financial Corporation 2,449 318.91 2,730 365.93
Central Bank & Trust Co 2,344 319.11 1,516 366.09
Grimes & Company, Inc. 2,250 319.11 2,225 365.84
Alpha Cubed Investments, LLC 2,155 319.26 2,196 366.12
Dixon Hubard Feinour & Brown Inc/va 1,989 319.26 1,812 365.89
Cadence Bank Na 1,847 319.44 1,847 366.00
Alpha Omega Wealth Management LLC 1,756 318.91 1,766 365.80
Umb Bank N A/mo 1,729 319.26 1,818 365.79
Conning Inc. 1,558 319.00 1,574 365.95
Trust Investment Advisors 1,215 319.34 1,215 366.26
Coastline Trust Co 1,198 318.86 1,198 366.44
Sequoia Financial Advisors, LLC 1,149 319.41 924 365.80
Winthrop Advisory Group LLC 1,071 319.33 1,104 365.94
Howland Capital Management Llc 1,068 319.29 1,068 366.10
TFG Advisers LLC 974 319.30 841 366.23
Swarthmore Group Inc 934 319.06 14,684 366.04
Savant Capital, LLC 857 318.55 824 365.29
Values First Advisors, Inc. 818 319.07 711 365.68
Financial Advisory Corp /ut/ /adv 787 318.93 736 365.49
Trust Co Of Vermont 552 318.84 551 366.61
Hartford Financial Management Inc. 167 317.37 163 368.10
Byrne Asset Management LLC 163 319.02 223 367.71
Proffitt & Goodson Inc 96 322.92 100 370.00
Washington Trust Advisors, Inc. 50 320.00 50 360.00
Steward Financial Group LLC 27 296.30 35 342.86
Investors Research Corp 13 307.69 2 500.00
Name Current Shares Current PPS Previous Shares Previous PPS
LBSAX - Columbia Dividend Income Fund Class A 1,505,225 364.85 1,503,664 348.50
SCHX - Schwab U.S. Large-Cap ETF 117,843 364.85 123,157 348.50
LAMAX - Lord Abbett Calibrated Dividend Growth Fund Class A 77,600 364.85 87,100 348.50
SCHB - Schwab U.S. Broad Market ETF 76,316 364.85 76,216 348.50
SCHV - Schwab U.S. Large-Cap Value ETF 70,421 364.85 69,731 348.50
MTCAX - MFS Technology Fund A 54,629 364.84 64,395 348.51
QQQM - Invesco NASDAQ 100 ETF 53,583 364.85 42,647 348.49
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 51,619 364.85 57,624 348.50
Artemis Investment Management LLP 42,745 319.52 0
CTCAX - Columbia Global Technology Growth Fund Class A 36,150 364.84 37,044 348.50
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 33,500 364.84 44,000 348.50
FNDX - Schwab Fundamental U.S. Large Company Index ETF 21,705 364.85 19,893 348.51
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16,454 364.84 12,859 348.47
AUIAX - AB EQUITY INCOME FUND INC Class A 15,663 364.87 7,436 348.44
AWAAX - AB Wealth Appreciation Strategy Class A 14,842 364.84 11,064 348.52
NEIAX - Columbia Large Cap Index Fund Class A 14,309 364.88 14,042 348.53
NDXKX - Nasdaq-100 Index Fund K Shares 13,186 364.86 13,186 348.48
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 11,148 364.82 11,148 348.49
PBUS - Invesco PureBeta MSCI USA ETF 9,466 364.88 9,279 348.53
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 8,470 364.82 6,732 348.48
SCHK - Schwab 1000 Index ETF 8,315 364.88 8,128 348.55
SOXQ - Invesco PHLX Semiconductor ETF 8,047 364.86 6,143 348.53
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A 6,256 364.93 4,045 348.58
F/M Investments LLC 6,137 324.26 0
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 5,376 364.77 4,264 348.50
ILGEX - Columbia Integrated Large Cap Growth Fund Class R 5,363 364.91 9,318 348.47
FAAAX - Franklin K2 Alternative Strategies Fund Class A 4,147 364.84 4,450 348.54
NMIAX - Columbia Large Cap Enhanced Core Fund Class A 2,807 364.80 2,600 348.46
RWL - Invesco S&P 500 Revenue ETF 2,511 364.79 1,648 348.30
ABWAX - AB All Market Total Return Portfolio Class A 1,796 364.70 2,811 348.63
OPPX - Corbett Road Tactical Opportunity ETF 1,614 364.93 1,424 348.31
COPLX - Copley Fund Inc /nv/ 1,600 365.00 1,800 348.33
PMSAX - Global Multi-Strategy Fund Class A 1,452 365.01 1,527 348.40
DLCFX - Destinations Large Cap Equity Fund Class I 1,091 364.80 1,183 348.27
SPFIX - S&P 500 Index Fund Direct Shares 986 365.11 986 348.88
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 829 364.29 795 348.43
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 609 364.53 609 348.11
AGIAX - AB Tax-Managed All Market Income Portfolio Class A 577 365.68 326 349.69
MRKYX - AB All Market Income Portfolio Advisor Class 550 365.45 325 347.69
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 410 365.85 410 348.78
IUS - Invesco RAFI(TM) Strategic US ETF 358 365.92 572 347.90
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 306 366.01 321 348.91
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 169 366.86 149 348.99
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF 43 372.09 48 354.17
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cookson Peirce & Co Inc 122,012 124,024 319.08 2,012 366.30 6064.21
Artemis Investment Management LLP 42,745 42,745 319.52 0 0.00
Truist Financial Corp 33,267 287,551 319.08 254,284 366.06 13.08
QQQM - Invesco NASDAQ 100 ETF 10,936 53,583 364.85 42,647 348.49 25.64
AUIAX - AB EQUITY INCOME FUND INC Class A 8,227 15,663 364.87 7,436 348.44 110.64
Old National Bancorp /in/ 7,000 72,556 319.09 65,556 366.07 10.68
F/M Investments LLC 6,137 6,137 324.26 0 0.00
AWAAX - AB Wealth Appreciation Strategy Class A 3,778 14,842 364.84 11,064 348.52 34.15
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3,595 16,454 364.84 12,859 348.47 27.96
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A 2,211 6,256 364.93 4,045 348.58 54.66
Bnc Wealth Management, Llc 2,178 3,123 318.92 945 366.14 230.48
SOXQ - Invesco PHLX Semiconductor ETF 1,904 8,047 364.86 6,143 348.53 30.99
FNDX - Schwab Fundamental U.S. Large Company Index ETF 1,812 21,705 364.85 19,893 348.51 9.11
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 1,738 8,470 364.82 6,732 348.48 25.82
WASHINGTON TRUST Co 1,567 39,696 319.07 38,129 366.07 4.11
LBSAX - Columbia Dividend Income Fund Class A 1,561 1,505,225 364.85 1,503,664 348.50 0.10
Wealthfront Advisers Llc 1,531 10,877 319.11 9,346 366.04 16.38
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 1,112 5,376 364.77 4,264 348.50 26.08
RWL - Invesco S&P 500 Revenue ETF 863 2,511 364.79 1,648 348.30 52.37
Central Bank & Trust Co 828 2,344 319.11 1,516 366.09 54.62
BKD Wealth Advisors, LLC 706 8,988 319.09 8,282 366.10 8.52
SCHV - Schwab U.S. Large-Cap Value ETF 690 70,421 364.85 69,731 348.50 0.99
NatWest Group plc 664 20,134 319.06 19,470 366.05 3.41
GAM Holding AG 614 13,213 319.08 12,599 366.06 4.87
Geneos Wealth Management Inc. 569 15,123 296.24 14,554 366.02 3.91
Atlantic Union Bankshares Corp 509 33,849 319.09 33,340 366.05 1.53
Marshall Financial Group LLC 453 2,837 319.00 2,384 366.19 19.00
GFG Capital, LLC 324 14,186 319.12 13,862 366.11 2.34
Bank Of Stockton 308 6,119 319.01 5,811 366.03 5.30
NEIAX - Columbia Large Cap Index Fund Class A 267 14,309 364.88 14,042 348.53 1.90
AGIAX - AB Tax-Managed All Market Income Portfolio Class A 251 577 365.68 326 349.69 76.99
MRKYX - AB All Market Income Portfolio Advisor Class 225 550 365.45 325 347.69 69.23
Sequoia Financial Advisors, LLC 225 1,149 319.41 924 365.80 24.35
NMIAX - Columbia Large Cap Enhanced Core Fund Class A 207 2,807 364.80 2,600 348.46 7.96
OPPX - Corbett Road Tactical Opportunity ETF 190 1,614 364.93 1,424 348.31 13.34
SCHK - Schwab 1000 Index ETF 187 8,315 364.88 8,128 348.55 2.30
PBUS - Invesco PureBeta MSCI USA ETF 187 9,466 364.88 9,279 348.53 2.02
Dixon Hubard Feinour & Brown Inc/va 177 1,989 319.26 1,812 365.89 9.77
Patton Albertson Miller Group, Llc 153 13,326 319.08 13,173 366.05 1.16
TFG Advisers LLC 133 974 319.30 841 366.23 15.81
Values First Advisors, Inc. 107 818 319.07 711 365.68 15.05
SCHB - Schwab U.S. Broad Market ETF 100 76,316 364.85 76,216 348.50 0.13
Shufro Rose & Co Llc 56 3,015 319.07 2,959 366.00 1.89
Freedom Day Solutions, LLC 54 4,159 319.07 4,105 366.14 1.32
Hartford Investment Management Co 52 14,316 319.08 14,264 366.03 0.36
Financial Advisory Corp /ut/ /adv 51 787 318.93 736 365.49 6.93
KCS Wealth Advisory 37 4,571 319.19 4,534 366.12 0.82
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 34 829 364.29 795 348.43 4.28
Savant Capital, LLC 33 857 318.55 824 365.29 4.00
Wedbush Securities Inc 32 3,991 318.97 3,959 366.00 0.81
Grimes & Company, Inc. 25 2,250 319.11 2,225 365.84 1.12
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 20 169 366.86 149 348.99 13.42
Investors Research Corp 11 13 307.69 2 500.00 550.00
Hartford Financial Management Inc. 4 167 317.37 163 368.10 2.45
Trust Co Of Vermont 1 552 318.84 551 366.61 0.18
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 78,513 51,855 319.06 130,368 366.05 -60.22
Meritage Portfolio Management 35,296 28,179 319.07 63,475 366.07 -55.61
Bank Julius Baer & Co. Ltd, Zurich 24,244 247,695 319.08 271,939 366.06 -8.92
Frontier Capital Management Co Llc 22,154 193,236 319.08 215,390 366.06 -10.29
Oregon Public Employees Retirement Fund 19,335 32,131 319.07 51,466 366.07 -37.57
Swarthmore Group Inc 13,750 934 319.06 14,684 366.04 -93.64
Spire Wealth Management 11,606 27,539 319.07 39,145 366.43 -29.65
DSMFX - Destinations Small-Mid Cap Equity Fund Class I 10,500 33,500 364.84 44,000 348.50 -23.86
MTCAX - MFS Technology Fund A 9,766 54,629 364.84 64,395 348.51 -15.17
LAMAX - Lord Abbett Calibrated Dividend Growth Fund Class A 9,500 77,600 364.85 87,100 348.50 -10.91
C2C Wealth Management, LLC 7,625 913,364 345.58 920,989 348.31 -0.83
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 6,005 51,619 364.85 57,624 348.50 -10.42
SCHX - Schwab U.S. Large-Cap ETF 5,314 117,843 364.85 123,157 348.50 -4.31
Fortem Financial Group, Llc 4,471 4,541 319.09 9,012 366.07 -49.61
ILGEX - Columbia Integrated Large Cap Growth Fund Class R 3,955 5,363 364.91 9,318 348.47 -42.44
Teamwork Financial Advisors, LLC 3,284 5,987 319.02 9,271 366.09 -35.42
Strs Ohio 2,003 74,577 319.08 76,580 366.05 -2.62
Pendal Group Ltd 1,297 7,757 319.20 9,054 366.14 -14.33
ABWAX - AB All Market Total Return Portfolio Class A 1,015 1,796 364.70 2,811 348.63 -36.11
CTCAX - Columbia Global Technology Growth Fund Class A 894 36,150 364.84 37,044 348.50 -2.41
Eastern Bank 738 7,257 319.00 7,995 365.98 -9.23
New Mexico Educational Retirement Board 400 8,380 319.09 8,780 366.06 -4.56
FAAAX - Franklin K2 Alternative Strategies Fund Class A 303 4,147 364.84 4,450 348.54 -6.81
Western Financial Corporation 281 2,449 318.91 2,730 365.93 -10.29
Jackson Square Capital, Llc 241 9,878 319.09 10,119 366.04 -2.38
Exchange Traded Concepts, Llc 216 2,590 318.92 2,806 366.00 -7.70
IUS - Invesco RAFI(TM) Strategic US ETF 214 358 365.92 572 347.90 -37.41
COPLX - Copley Fund Inc /nv/ 200 1,600 365.00 1,800 348.33 -11.11
Stratos Wealth Partners, LTD. 200 4,573 319.05 4,773 366.02 -4.19
DLCFX - Destinations Large Cap Equity Fund Class I 92 1,091 364.80 1,183 348.27 -7.78
Umb Bank N A/mo 89 1,729 319.26 1,818 365.79 -4.90
Bowling Portfolio Management LLC 82 15,471 319.05 15,553 366.04 -0.53
PMSAX - Global Multi-Strategy Fund Class A 75 1,452 365.01 1,527 348.40 -4.91
Byrne Asset Management LLC 60 163 319.02 223 367.71 -26.91
Alpha Cubed Investments, LLC 41 2,155 319.26 2,196 366.12 -1.87
Winthrop Advisory Group LLC 33 1,071 319.33 1,104 365.94 -2.99
First Hawaiian Bank 17 3,185 319.31 3,202 366.02 -0.53
Conning Inc. 16 1,558 319.00 1,574 365.95 -1.02
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 15 306 366.01 321 348.91 -4.67
Alpha Omega Wealth Management LLC 10 1,756 318.91 1,766 365.80 -0.57
Steward Financial Group LLC 8 27 296.30 35 342.86 -22.86
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF 5 43 372.09 48 354.17 -10.42
Proffitt & Goodson Inc 4 96 322.92 100 370.00 -4.00
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