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	1,106	977.00	300.11	357.59
Previous Quarter	1,177	943.00	300.12	357.67

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	12	237	185	5	71	90
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	2	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	0	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	4	10	20	3	7	10
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	5,181,935	17.57	145.25	5,831,103	19.77	300.81
Previous Quarter	2,508,805	8.50	300.01	5,840,614	19.80	301.10

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	2,957,990
Vanguard Group Inc	2,892,342	300.12
BlackRock Inc.	2,673,130
BlackRock Inc.	2,469,872	300.12
Abrams Capital Management, L.p.	2,351,068	300.12
Barrow Hanley Mewhinney & Strauss Llc	1,007,294	300.12
Brave Warrior Advisors, LLC	885,107	300.12
IJH - iShares Core S&P Mid-Cap ETF	858,782	300.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	850,691	300.12
Park West Asset Management LLC	834,382	300.12
State Street Corp	807,874	300.12
Southpoint Capital Advisors LP	804,974	300.12
Harris Associates L P	778,500	300.12
Dimensional Fund Advisors Lp	772,518	300.16
Alliancebernstein L.p.	772,323	300.12
MFN Partners Management, LP	751,077	300.12
NAESX - Vanguard Small-Cap Index Fund Investor Shares	739,298	300.12
Lyrical Asset Management Lp	727,176	300.12
OAKLX - Oakmark Select Fund Investor Class	685,584	300.12
Fmr Llc	653,650	300.12

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
Vanguard Group Inc	2,892,342	300.12
BlackRock Inc.	2,469,872	300.12
Abrams Capital Management, L.p.	2,351,068	300.12
Barrow Hanley Mewhinney & Strauss Llc	1,007,294	300.12
Brave Warrior Advisors, LLC	885,107	300.12
IJH - iShares Core S&P Mid-Cap ETF	858,782	300.12
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	850,691	300.12
Park West Asset Management LLC	834,382	300.12
State Street Corp	807,874	300.12
Southpoint Capital Advisors LP	804,974	300.12
Harris Associates L P	778,500	300.12
Dimensional Fund Advisors Lp	772,518	300.16
Alliancebernstein L.p.	772,323	300.12
MFN Partners Management, LP	751,077	300.12
NAESX - Vanguard Small-Cap Index Fund Investor Shares	739,298	300.12
Lyrical Asset Management Lp	727,176	300.12
OAKLX - Oakmark Select Fund Investor Class	685,584	300.12
Fmr Llc	653,650	300.12
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	483,976	300.12
Neuberger Berman Group LLC	452,056	300.12

Recent Quarter Analysis

Recent Quarter 12 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	2,957,990
Eaton Vance Tax Advantaged Dividend Income Fund	58,199	283.13
River Road Asset Management, LLC	27,809	274.80
PDP - Invesco DWA Momentum ETF	24,009	283.14
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF	4,580	283.19
WLDR - Affinity World Leaders Equity ETF	1,971	283.11
Trust Co Of Vermont	511	273.97
FSMO - Fidelity Small-Mid Cap Opportunities ETF	438	283.11
Steward Financial Group LLC	20	250.00
First Community Trust Na	10	300.00
KBC Group NV	0
Gunderson Capital Management Inc.	0

Recent Quarter 237 Institutes closed out their positions

Name	Shares	PPS
IJK - iShares S&P Mid-Cap 400 Growth ETF	223,607	317.04
FCNTX - Fidelity Contrafund	205,863	317.04
WGFCX - Wells Fargo Growth Fund Class C	124,164	319.22
Bank Of America Corp /de/	114,112	300.13
Susquehanna International Group, Llp	92,200	300.12
Marshall Wace North America L.P.	71,527	317.03
UBS Group AG	64,510	300.12
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF	47,208	317.04
WSGRX - Ivy Small Cap Growth Fund Class R	43,061	317.04
FLCNX - Fidelity Contrafund K6	35,740	317.04
HFMDX - Hennessy Cornerstone Mid Cap 30 Fund Investor Class	35,100	319.23
FNIAX - Fidelity Advisor New Insights Fund Class A	33,568	317.03
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF	28,238	319.22
Waratah Capital Advisors Ltd.	26,113	300.12
Royal Bank Of Canada	25,615	300.14
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class	23,500	317.02
LOMMX - CGM Mutual Fund	20,000	317.05
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II	19,666	317.04
RFG - Invesco S&P MidCap 400 Pure Growth ETF	19,451	319.21
Simplex Trading, Llc	17,500	300.11
IUSG - iShares Core S&P U.S. Growth ETF	17,492	317.06
FVWSX - Fidelity Series Opportunistic Insights Fund	12,200	317.05
EULAV Asset Management	9,500	300.11
MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A	9,410	317.00
Paragon Advisors, LLC	9,187	300.10
Walleye Trading LLC	8,700	300.11
XMVM - Invesco S&P MidCap Value with Momentum ETF	7,942	319.19
NUSC - Nuveen ESG Small-Cap ETF	7,723	319.18
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II	6,696	317.05
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I	5,310	316.95
BRAGX - Aggressive Investors 1 Fund Class N	5,000	317.00
NSPAX - Voya SmallCap Opportunities Fund Class A	4,332	291.32
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	3,900	316.92
Harvest Investment Services, LLC	3,773	300.03
Securian Funds Trust - SFT Ivy Small Cap Growth Fund	3,415	317.13
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A	3,353	317.03
PTMC - Pacer Trendpilot US Mid Cap ETF	3,242	319.25
RYBHX - S&P MidCap 400 Pure Growth Fund Class H	3,195	317.06
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I	3,110	317.04
AMGOX - Alger Mid Cap Growth Portfolio Class S	3,087	317.14
Advisor Group Holdings, Inc.	3,060	300.33
PEAK6 Investments LLC	2,929	300.10
SGFFX - Sparrow Growth Fund Class A	1,865	341.02
Exchange Traded Concepts, Llc	1,855	300.27
World Asset Management Inc	1,266	316.75
CWSGX - Chartwell Small Cap Growth Fund	1,034	317.21
Redwood Investments, LLC	967	299.90
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity	959	317.00
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A	958	317.33
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF	872	316.51
TPLC - Timothy Plan US Large Cap Core ETF	803	317.56
MML Series Investment Fund II - MML Equity Rotation Fund Class II	729	316.87
Profunds - Profund Vp Mid-cap Growth	576	317.71
EPS - WisdomTree U.S. LargeCap Fund N/A	562	316.73
SECUX - Guggenheim StylePlus - Mid Growth Fund A-Class	544	316.18
IFP Advisors, Inc	490	295.92
DSMDX - Driehaus Small/Mid Cap Growth Fund	437	318.08
BUL - Pacer US Cash Cows Growth ETF	265	320.75
VYSVX - Vericimetry U.S. Small Cap Value Fund	185	318.92
MGPIX - Mid-cap Growth Profund Investor Class	121	322.31
Berman Capital Advisors, LLC	98	316.33
Gemmer Asset Management LLC	69	289.86
FFPIX - Fidelity Flex Opportunistic Insights Fund	62	322.58
Investment Research & Advisory Group, Inc.	32	312.50
Carroll Financial Associates, Inc.	15	266.67
Money Concepts Capital Corp	4	250.00
Hawk Ridge Capital Management Lp
M&g Investment Management Ltd
Cookson Peirce & Co Inc
APG Asset Management N.V.
Magnetar Financial LLC
QCGRRX - Growth Account Class R1
Kowal Investment Group, LLC
Pinz Capital Management, LP
Cutler Group LP
Lakeview Capital Partners, LLC
Hexavest Inc.
FDMO - Fidelity Momentum Factor ETF
First Mercantile Trust Co
Prudent Man Advisors, LLC
Laurion Capital Management LP
Anomaly Capital Management, LP
Arrowstreet Capital, Limited Partnership
Nomura Holdings Inc
Northstar Advisory Group, LLC
Ziegler Capital Management, LLC
Hanseatic Management Services Inc
Krane Funds Advisors LLC
IBM Retirement Fund
Monument Capital Management
Vident Investment Advisory, LLC
Lombard Odier Asset Management (USA) Corp
Robeco Institutional Asset Management B.V.
Sandy Spring Bank
Cresset Asset Management, LLC
Sheets Smith Wealth Management
Advisory Services Network, LLC
Capital Growth Management Lp
Gunderson Capital Management Inc.
Tudor Investment Corp Et Al
Weld Capital Management Llc
Tudor Investment Corp Et Al
Tudor Investment Corp Et Al
Hartland & Co., LLC
Los Angeles Capital Management Llc
Mount Yale Investment Advisors, LLC
Sumitomo Mitsui Trust Holdings, Inc.
AE Wealth Management LLC
Confluence Wealth Services, Inc.
Fox Run Management, L.l.c.
O'shaughnessy Asset Management, Llc
Dynamic Technology Lab Private Ltd
Banque Cantonale Vaudoise
Mirabella Financial Services Llp
Norges Bank
Quantbot Technologies LP
Mirae Asset Global Investments Co., Ltd.
Marshall Wace, Llp
Vestcor Inc
Consolidated Planning Corp
Alpha DNA Investment Management LLC
Renaissance Technologies Llc
Boston Private Wealth Llc
Bridgefront Capital, LLC
Harbour Investments, Inc.
Advanced Series Trust - Ast Mid-cap Growth Portfolio
Fred Alger Management, Llc
SENT - AdvisorShares Alpha DNA Equity Sentiment ETF
Diversified Trust Co
Summit Partners Public Asset Management, Llc
Adage Capital Partners Gp, L.l.c.
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
Twin Tree Management, LP
Verition Fund Management LLC
Csenge Advisory Group
Modera Wealth Management, LLC
Paloma Partners Management Co
Baird Financial Group, Inc.
Point72 Hong Kong Ltd
Arkadios Wealth Advisors
Edgestream Partners, L.P.
Lmcg Investments, Llc
EKSAX - Wells Fargo Diversified Income Builder Fund Class A
Wolverine Asset Management Llc
Gsa Capital Partners Llp
Driehaus Capital Management Llc
Phoenix Holdings Ltd.
Soviero Asset Management, LP
Gyon Technologies Capital Management, LP
140 Summer Partners LP
Golden State Wealth Management, LLC
Y-Intercept (Hong Kong) Ltd
Oliver Lagore Vanvalin Investment Group
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Moon Capital Management Lp
Kemnay Advisory Services Inc.
Atom Investors LP
KBC Group NV
Cigna Investments Inc /new
Mcdonald Partners Llc
Quadrature Capital Ltd
Walkner Condon Financial Advisors LLC
Sachem Head Capital Management LP
Jacobi Capital Management LLC
Schonfeld Strategic Advisors LLC
Twin Tree Management, LP
Petrus Trust Company, LTA
Keudell/Morrison Wealth Management
Ontario Teachers Pension Plan Board
XTX Topco Ltd
Two Sigma Investments, Lp
Ghisallo Capital Management LLC
Bank Of Hawaii
Tobam
MUFG Securities EMEA plc
Wexford Capital Lp
Signet Financial Management, Llc
Motco
Centiva Capital, LP
Schonfeld Strategic Advisors LLC
Two Sigma Investments, Lp
Pearl River Capital, LLC
Quantamental Technologies LLC
Snowden Capital Advisors LLC
CVA Family Office, LLC
Jefferies Group LLC
MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
Morningstar Funds Trust - Morningstar Alternatives Fund
Polianta Ltd
Kingdon Capital Management, L.l.c.
Cartenna Capital, LP
Campbell & CO Investment Adviser LLC
Chartwell Investment Partners, Llc
American National Bank
Twinbeech Capital Lp
Soros Fund Management Llc
Metropolitan Life Insurance Co/ny
RSMOX - Victory RS Mid Cap Growth Fund Class A
Owl Creek Asset Management, L.P.
Duquesne Family Office LLC
Bridgeway Capital Management Inc
Stonebridge Financial Planning Group, LLC
Dark Forest Capital Management Lp
Avalon Global Asset Management LLC
Mach-1 Financial Group, Inc.
Community Capital Management, Inc.
Summit Partners Public Asset Management, Llc
ExodusPoint Capital Management, LP
Balasa Dinverno & Foltz Llc
Walleye Capital LLC
Lonestar Capital Management LLC
Hampton Road Capital Management LP
Hennessy Advisors Inc
PointState Capital LP
Moore Capital Management, Lp
Toroso Investments, LLC
Solstein Capital, LLC
Kestra Private Wealth Services, Llc
Cassady Schiller Wealth Management, LLC
Levin Capital Strategies, L.p.
Strs Ohio
Absolute Capital Management, LLC
ALGRX - Alger Focus Equity Fund Class I
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF
Twin Tree Management, LP
Six Columns Capital, Lp
Gotham Asset Management, LLC
CoreCap Advisors, LLC
Macroview Investment Management Llc
Navellier & Associates Inc
Sheets Smith Investment Management
Toronto Dominion Bank
Alpine Global Management, LLC
Hrt Financial Lp
Cullen/frost Bankers, Inc.
Virtu Financial LLC
LMR Partners LLP

Recent Quarter 185 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	2,673,130		2,469,872	300.12
QUASX - AB Small Cap Growth Portfolio Class A	210,223	283.13	207,093	292.13
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	185,339	283.13	194,990	292.13
FDVLX - Fidelity Value Fund	183,600	283.13	177,700	292.13
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A	168,290	283.13	170,140	292.13
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	164,120	283.13	164,120	292.13
Chicago Capital, LLC	143,682	274.81	170,566	300.12
FCPGX - Fidelity Small Cap Growth Fund	130,959	283.13	65,351	292.13
Wedge Capital Management L L P/nc	112,507	274.81	108,857	300.12
Dfa Investment Trust Co - The U.s. Large Cap Value Series	108,700	283.13	108,700	292.13
COWZ - Pacer US Cash Cows 100 ETF	100,952	283.13	45,063	292.12
DFAT - Dimensional U.S. Targeted Value ETF	90,603	283.13	87,289	292.13
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	75,478	283.13	75,478	292.12
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class	72,207	283.13	45,034	292.13
FSMDX - Fidelity Mid Cap Index Fund	72,161	283.13	66,526	292.13
Frontier Capital Management Co Llc	68,989	274.81	81,077	300.12
JCCIX - John Hancock Small Cap Core Fund Class I	67,634	283.13	61,144	292.13
PESAX - LargeCap Value Fund III R-1	51,006	283.12	53,229	292.13
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	50,477	283.14	50,477	292.13
DFAS - Dimensional U.S. Small Cap ETF	47,360	283.13	47,402	292.14

Recent Quarter 5 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
NSFHX - Natixis Sustainable Future 2040 Fund Class N	27	296.30	34	294.12
Ellevest, Inc.	17	294.12	0
Umb Bank N A/mo	7	285.71	11	272.73
NSFDX - Natixis Sustainable Future 2020 Fund Class N	6	333.33	8	250.00
Spire Wealth Management	2	500.00	0

Recent Quarter 71 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BlackRock Inc.	203,258	2,673,130		2,469,872	300.12	8.23
FCPGX - Fidelity Small Cap Growth Fund	65,608	130,959	283.13	65,351	292.13	100.39
COWZ - Pacer US Cash Cows 100 ETF	55,889	100,952	283.13	45,063	292.12	124.02
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class	27,173	72,207	283.13	45,034	292.13	60.34
FOCSX - Fidelity Small Cap Growth K6 Fund	14,918	27,269	283.14	12,351	292.12	120.78
JCCIX - John Hancock Small Cap Core Fund Class I	6,490	67,634	283.13	61,144	292.13	10.61
FDVLX - Fidelity Value Fund	5,900	183,600	283.13	177,700	292.13	3.32
FSMDX - Fidelity Mid Cap Index Fund	5,635	72,161	283.13	66,526	292.13	8.47
Wedge Capital Management L L P/nc	3,650	112,507	274.81	108,857	300.12	3.35
DFAT - Dimensional U.S. Targeted Value ETF	3,314	90,603	283.13	87,289	292.13	3.80
QUASX - AB Small Cap Growth Portfolio Class A	3,130	210,223	283.13	207,093	292.13	1.51
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares	2,932	14,196	283.11	11,264	292.17	26.03
PRF - Invesco FTSE RAFI US 1000 ETF	1,877	6,151	283.21	4,274	292.23	43.92
JHMM - John Hancock Multifactor Mid Cap ETF	1,282	14,042	283.15	12,760	292.16	10.05
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF	1,265	14,929	283.14	13,664	292.15	9.26
PMPRX - MidCap Value Fund I R-3	978	1,989	283.06	1,011	291.79	96.74
FLCOX - Fidelity Large Cap Value Index Fund	969	7,211	283.18	6,242	292.05	15.52
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares	856	6,810	283.11	5,954	292.07	14.38
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	724	22,885	283.11	22,161	292.13	3.27
FAVFX - Fidelity Advisor Value Fund Class A	630	8,289	283.15	7,659	292.07	8.23

Recent Quarter 90 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
FXD - First Trust Consumer Discretionary AlphaDEX Fund	56,163	29,144	283.15	85,307	292.13	-65.84
Chicago Capital, LLC	26,884	143,682	274.81	170,566	300.12	-15.76
FSGRX - Franklin Small Cap Growth Fund Class A	21,500	44,726	283.12	66,226	292.14	-32.46
Frontier Capital Management Co Llc	12,088	68,989	274.81	81,077	300.12	-14.91
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	9,651	185,339	283.13	194,990	292.13	-4.95
Truist Financial Corp	3,661	17,276	274.83	20,937	300.14	-17.49
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor	3,501	4,658	283.17	8,159	292.07	-42.91
FSWCX - Fidelity SAI U.S. Value Index Fund	2,333	15,803	283.11	18,136	292.13	-12.86
PESAX - LargeCap Value Fund III R-1	2,223	51,006	283.12	53,229	292.13	-4.18
CTSIX - Calamos Timpani Small Cap Growth Fund Class I	2,193	19,798	283.11	21,991	292.12	-9.97
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	1,949	3,201	283.04	5,150	292.04	-37.84
CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A	1,850	168,290	283.13	170,140	292.13	-1.09
PNASX - SmallCap Growth Fund I R-1	1,780	36,853	283.12	38,633	292.13	-4.61
New Mexico Educational Retirement Board	1,700	4,500	274.89	6,200	300.16	-27.42
CVGRX - Calamos Growth Fund Class A	1,422	11,628	283.11	13,050	292.11	-10.90
DGRO - iShares Core Dividend Growth ETF	1,405	9,071	283.10	10,476	292.10	-13.41
RETL - Direxion Daily Retail Bull 3X Shares	1,286	1,680	283.33	2,966	291.98	-43.36
IYC - iShares U.S. Consumer Services ETF	1,130	5,394	283.09	6,524	292.15	-17.32
RFV - Invesco S&P MidCap 400 Pure Value ETF	1,045	7,404	283.09	8,449	292.11	-12.37
FDIS - Fidelity MSCI Consumer Discretionary Index ETF	821	9,041	283.15	9,862	292.13	-8.32

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
Twin Tree Management, LP	0
Two Sigma Investments, Lp	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Tudor Investment Corp Et Al	0
Avalon Global Asset Management LLC	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
River Road Asset Management, LLC	27,809	274.80
Trust Co Of Vermont	511	273.97
Steward Financial Group LLC	20	250.00
Gunderson Capital Management Inc.	0

Past Week 10 Institutes closed out their positions

Name	Shares	PPS
Harvest Investment Services, LLC	3,773	300.03
Exchange Traded Concepts, Llc	1,855	300.27
Paragon Advisors, LLC	9,187	300.10
Gemmer Asset Management LLC	69	289.86
Kestra Private Wealth Services, Llc
Money Concepts Capital Corp	4	250.00
SGFFX - Sparrow Growth Fund Class A	1,865	341.02
EULAV Asset Management	9,500	300.11
Investment Research & Advisory Group, Inc.	32	312.50
Gunderson Capital Management Inc.

Past Week 20 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Chicago Capital, LLC	143,682	274.81	170,566	300.12
Frontier Capital Management Co Llc	68,989	274.81	81,077	300.12
Truist Financial Corp	17,276	274.83	20,937	300.14
Brinker Capital Investments, LLC	16,424	274.84	16,676	300.13
Wesbanco Bank Inc	10,713	274.81	10,713	300.10
Louisiana State Employees Retirement System	7,600	295.53	7,900	307.22
Sumitomo Life Insurance Co	5,682	274.73	5,605	300.09
New Mexico Educational Retirement Board	4,500	274.89	6,200	300.16
Campbell Newman Asset Management Inc	2,960	274.66	2,829	300.11
Commonwealth Equity Services, Llc	2,835	274.78	2,685	299.81
First Hawaiian Bank	2,413	274.76	2,413	300.04
Camelot Portfolios, LLC	1,860	274.73	1,345	300.37
SPMIX - S&P MidCap Index Fund Direct Shares	1,500	304.67	1,500	340.67
Moody Aldrich Partners Llc	1,339	274.83	1,356	300.15
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	1,215	304.53	1,511	340.83
Hennion & Walsh Asset Management, Inc.	730	273.97	730	300.00
Charter Oak Capital Management, LLC	193	274.61	175	297.14
Geneos Wealth Management Inc.	150	273.33	150	300.00
TCI Wealth Advisors, Inc.	36	277.78	36	305.56
HighMark Wealth Management LLC	18	277.78	19	315.79

Past Week 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Ellevest, Inc.	17	294.12	0
Umb Bank N A/mo	7	285.71	11	272.73
Spire Wealth Management	2	500.00	0

Past Week 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Camelot Portfolios, LLC	515	1,860	274.73	1,345	300.37	38.29
Commonwealth Equity Services, Llc	150	2,835	274.78	2,685	299.81	5.59
Campbell Newman Asset Management Inc	131	2,960	274.66	2,829	300.11	4.63
Sumitomo Life Insurance Co	77	5,682	274.73	5,605	300.09	1.37
Charter Oak Capital Management, LLC	18	193	274.61	175	297.14	10.29
Ellevest, Inc.	17	17	294.12	0		0.00
Spire Wealth Management	2	2	500.00	0		0.00

Past Week 10 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Chicago Capital, LLC	26,884	143,682	274.81	170,566	300.12	-15.76
Frontier Capital Management Co Llc	12,088	68,989	274.81	81,077	300.12	-14.91
Truist Financial Corp	3,661	17,276	274.83	20,937	300.14	-17.49
New Mexico Educational Retirement Board	1,700	4,500	274.89	6,200	300.16	-27.42
Louisiana State Employees Retirement System	300	7,600	295.53	7,900	307.22	-3.80
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	296	1,215	304.53	1,511	340.83	-19.59
Brinker Capital Investments, LLC	252	16,424	274.84	16,676	300.13	-1.51
Moody Aldrich Partners Llc	17	1,339	274.83	1,356	300.15	-1.25
Umb Bank N A/mo	4	7	285.71	11	272.73	-36.36
HighMark Wealth Management LLC	1	18	277.78	19	315.79	-5.26

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