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 2,309 752.00 248.46 247.46
Previous Quarter 2,405 866.00 248.47 250.04

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 42 370 256 199 152 224
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 1 0 1 1 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 11 10 117 3 39 54
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 24,757,045 12.81 125.22 35,084,795 18.16 247.57
Previous Quarter 12,477,113 6.46 248.46 35,193,500 18.22 246.10

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 16,969,557 248.47
VANGUARD GROUP INC 16,782,733
Capital World Investors 15,022,227 248.47
Capital World Investors 14,871,240
BlackRock Inc. 12,454,934 248.47
BlackRock Inc. 12,280,012
State Street Corp 8,886,247 248.47
Bank Of America Corp /de/ 8,046,413 248.47
Price T Rowe Associates Inc /md/ 7,434,325 248.47
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 7,148,770 232.26
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,663,668 248.47
ABALX - AMERICAN BALANCED FUND Class A 5,640,212 248.47
Wellington Management Group Llp 5,514,051 248.47
Wells Fargo & Company/mn 5,062,153 248.47
VFINX - Vanguard 500 Index Fund Investor Shares 4,294,367 248.47
Capital Research Global Investors 3,630,501 248.47
Janus Henderson Group Plc 3,421,493 248.47
Geode Capital Management, Llc 3,369,387 247.80
Capital International Investors 2,988,769 248.53
Longview Partners (Guernsey) LTD 2,919,202 248.47

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 16,969,557 248.47
Capital World Investors 15,022,227 248.47
BlackRock Inc. 12,454,934 248.47
State Street Corp 8,886,247 248.47
Bank Of America Corp /de/ 8,046,413 248.47
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 7,759,985 209.29
Price T Rowe Associates Inc /md/ 7,434,325 248.47
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,663,668 248.47
ABALX - AMERICAN BALANCED FUND Class A 5,640,212 248.47
Wellington Management Group Llp 5,514,051 248.47
Wells Fargo & Company/mn 5,062,153 248.47
VFINX - Vanguard 500 Index Fund Investor Shares 4,294,367 248.47
Capital Research Global Investors 3,630,501 248.47
Janus Henderson Group Plc 3,421,493 248.47
Geode Capital Management, Llc 3,369,387 247.80
Capital International Investors 2,988,769 248.53
Longview Partners (Guernsey) LTD 2,919,202 248.47
Clearbridge Investments, LLC 2,434,877 248.47
Spdr S&p 500 Etf Trust 2,132,860 248.47
Fmr Llc 2,080,272 248.47

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 16,782,733
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 245,893 232.26
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 178,634 240.90
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 74,000 232.26
FISEX - Franklin Equity Income Fund Class A 73,500 232.26
FBGRX - Fidelity Blue Chip Growth Fund 54,746 232.25
LMGAX - Lord Abbett Growth Opportunities Fund Class A 36,856 240.91
RSEAX - U.S. Strategic Equity Fund Class A 31,392 232.26
NLCAX - Voya Large-Cap Growth Fund Class A 28,634 240.90
ALTL - Pacer Lunt Large Cap Alternator ETF 22,030 232.27
Wealth Enhancement Advisory Services, Llc 19,272 238.17
CHURCHILL MANAGEMENT Corp 15,862 241.71
Walker Asset Management, LLC 15,510 241.39
NWFAX - Nationwide Fund Class A 14,418 232.28
FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A 13,724 232.29
Covenant Asset Management, LLC 11,117 241.70
FWWFX - Fidelity Worldwide Fund 11,000 232.27
FUMIX - Fidelity SAI U.S. Momentum Index Fund 10,817 232.23
FBCGX - Fidelity Blue Chip Growth K6 Fund 6,764 232.26
FSBDX - Fidelity Series Blue Chip Growth Fund 6,500 232.31
Name Shares PPS
Bank Of America Corp /de/ 8,046,413 248.47
Bank Of America Corp /de/ 8,046,413 248.47
Wells Fargo & Company/mn 5,062,153 248.47
JDCAX - Janus Henderson Forty Fund Class A 1,667,736 220.24
JSVAX - Janus Henderson Contrarian Fund Class T 425,787 220.24
NorthCoast Asset Management LLC 106,635 221.20
JACAX - Janus Henderson Forty Portfolio Service Shares 81,546 220.24
Capstone Investment Advisors, Llc 76,200 248.46
Artemis Investment Management LLP 72,340 248.42
Two Sigma Investments, Lp 61,044 248.48
Two Sigma Investments, Lp 61,044 248.48
TWGGX - Focused Global Growth Fund Investor Class 57,360 209.08
EVTMX - Eaton Vance Dividend Builder Fund Class A 53,800 220.24
Aaron Wealth Advisors LLC 35,282 4.02
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 33,306 230.53
CAMLX - Congress Large Cap Growth Fund Retail Class 31,275 230.54
Parallax Volatility Advisers, L.P. 24,700 248.46
JAGRX - Janus Henderson Research Portfolio Service Shares 22,602 220.25
Hohimer Wealth Management, Llc 19,522 248.49
WHGLX - Westwood Largecap Value Fund Institutional Class Shares 17,561 230.57
Pineno Levin & Ford Asset Management, Inc. 17,009 213.24
EKSAX - Wells Fargo Diversified Income Builder Fund Class A 13,900 220.22
Community Trust & Investment Co 13,644 248.46
DHAMX - Centre American Select Equity Fund Investor Class 13,400 220.22
Paloma Partners Management Co 12,476 248.40
O'Shares Investment Advisers, LLC 11,968 248.50
CNRWX - City National Rochdale U.s. Core Equity Fund - Class N 10,000 220.20
Bbva Usa 9,357 220.26
WBIL - WBI BullBear Quality 3000 ETF 9,019 220.20
Marshall Wace North America L.P. 8,323 220.23
Reilly Financial Advisors, Llc 8,250 213.21
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 7,527 220.27
HighPoint Advisor Group LLC 5,403 220.25
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 5,137 220.17
World Asset Management Inc 4,401 220.18
First Pacific Financial 4,137 248.49
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 3,651 220.21
Optimal Asset Management, Inc. 3,447 220.19
ASTMA - SA Wellington Strategic Multi-Asset Portfolio Class 1 3,244 220.10
IBM Retirement Fund 3,118 248.56
IFP Advisors, Inc 2,443 214.08
Mid Atlantic Financial Management Inc/adv 2,311 220.25
Transcend Wealth Collective, Llc 2,045 248.41
VALQ - American Century STOXX U.S. Quality Value ETF 1,795 208.91
RLCAX - Columbia Disciplined Value Fund Class A 1,762 230.42
New England Investment & Retirement Group, Inc. 1,595 220.06
Brouwer & Janachowski, LLC 1,554 220.08
Pinnacle Private Wealth, LLC 1,518 248.35
ADVGX - North Square Advisory Research All Cap Value Fund Class I 1,445 230.45
Homrich & Berg 1,389 220.30
Strategy Asset Managers Llc 1,343 248.70
NuWave Investment Management, LLC 1,318 248.10
First Mercantile Trust Co 1,266 220.38
Two Sigma Securities, Llc 1,196 248.33
Capital Investment Advisory Services, LLC 1,174 248.72
Maven Securities LTD 1,100 248.18
Joel Isaacson & Co., LLC 1,024 259.77
Carnegie Capital Asset Management, LLC 1,021 248.78
Newport Wealth Strategies, Inc. 972 220.16
McKinley Carter Wealth Services, Inc. 920 247.83
Patton Albertson Miller Group, Llc 880 248.86
Berman Capital Advisors, LLC 870 219.54
Ferguson Wellman Capital Management, Inc 834 248.20
Precision Wealth Strategies, LLC 824 248.79
Smith Chas P & Associates Pa Cpas 817 248.47
My Legacy Advisors, LLC 810 248.15
LSVGX - LSV Global Value Fund Institutional Class Shares 700 230.00
Win Advisors, Inc 646 249.23
Security National Trust Co 562 215.30
Carroll Financial Associates, Inc. 560 208.93
Asset Dedication, LLC 539 248.61
Morningstar Funds Trust - Morningstar Alternatives Fund 447 230.43
Roth Financial Partners LLC 429 249.42
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 260 219.23
SHLD - VictoryShares Protect America ETF 203 221.67
Tfo-tdc, Llc 193 248.70
VIGRX - Vanguard Growth Index Fund Investor Shares 178 219.10
Piscataqua Savings Bank 150 246.67
Stephenson National Bank & Trust 140 250.00
Tarbox Family Office, Inc. 75 253.33
Investmark Advisory Group LLC 65 200.00
Tradewinds Capital Management, LLC 56 250.00
Sonora Investment Management, LLC 45 222.22
Parkside Investments, LLC 41 243.90
Wealth Quarterback LLC 23
Arrow Financial Corp 20 250.00
Heritage Wealth Management, Llc 19 210.53
Paladin Advisory Group, LLC 19 210.53
SOA Wealth Advisors, LLC. 7 142.86
PSI Advisors, LLC 5 200.00
Burleson & Company, LLC 1
Aureus Asset Management, LLC
Diametric Capital, LP
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
MEPAX - MassMutual Premier Disciplined Value Fund Class A
USS Investment Management Ltd
CACG - ClearBridge All Cap Growth ETF
MARNX - Convergence Long/Short Equity Fund - Institutional Class
Sciencast Management LP
TPG Financial Advisors, LLC
HighMark Wealth Management LLC
Ghisallo Capital Management LLC
Timber Creek Capital Management LLC
Claybrook Capital, LLC
Archford Capital Strategies, LLC
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
Capital Bank & Trust Co
WFMDX - Wells Fargo Special Mid Cap Value Fund Administrator Class
Brendel Financial Advisors LLC
STMGX - American Beacon Stephens Mid-Cap Growth Fund Investor Class
AWAAX - AB Wealth Appreciation Strategy Class A
Permanens Capital L.P.
White Pine Investment CO
Swiss National Bank
Kirr Marbach & Co Llc /in/
B. Metzler seel. Sohn & Co. Holding AG
IHT Wealth Management, LLC
Hudock, Inc.
PMARX - Pioneer Flexible Opportunities Fund : Class A Shares
Weld Capital Management Llc
Kiwi Wealth Investments Limited Partnership
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
ABPAX - AB Conservative Wealth Strategy Class A
Seelaus Asset Management LLC
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund
Mission Wealth Management, Lp
NLSAX - Neuberger Berman Long Short Fund Class A
Patron Partners Advisors, Llc
Altshuler Shaham Ltd
Chiron Investment Management, LLC
ASGAX - AllianzGI Global Dynamic Allocation Fund Class A
Financial Advocates Investment Management
Standard Family Office LLC
SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A
NN Investment Partners Holdings N.V.
Avalon Advisors, Llc
Barings Llc
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5
CX Institutional
Savior LLC
Bank Of The West
Stoneridge Investment Partners Llc
Ironwood Wealth Management, Inc.
TGDIX - TCW Relative Value Large Cap Fund I Class
Ameritas Investment Corp
BlackRock Capital Allocation Trust
FEQTX - Fidelity Equity Dividend Income Fund
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
Enterprise Financial Services Corp
Goodwin Investment Advisory
Brasada Capital Management, Lp
JAMRX - Janus Henderson Research Fund Class T
Personal Wealth Partners
GDMYX - Defensive Market Strategies Fund Institutional
BNP Paribas Asset Management Holding S.A.
Astrantus Ltd
Chilton Capital Management Llc
Capitolis Advisors LLC
GFSYX - Strategic Alternatives Fund Institutional
GPS Wealth Strategies Group, LLC
Capital International Sarl
RiverFront Investment Group, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Peoples Bank /oh
Strategic Advisors LLC
Consolidated Planning Corp
Meadow Creek Wealth Advisors Llc
Machina Capital S.a.s.
Kowal Investment Group, LLC
Skandinaviska Enskilda Banken AB (publ)
GAOAX - JPMorgan Global Allocation Fund Class A
Meitav Dash Investments Ltd
Healthcare Of Ontario Pension Plan Trust Fund
Engine No. 1 Llc
Norges Bank
Level Four Advisory Services, Llc
Balentine LLC
KMVAX - Kirr, Marbach Partners Value Fund
Exchange Capital Management, Inc.
Equitec Proprietary Markets, Llc
Resolute Advisors LLC
Achmea Investment Management B.V.
Clean Yield Group
ABWAX - AB All Market Total Return Portfolio Class A
Cornerstone Advisors, LLC
True Link Financial Advisors, LLC
TVDAX - Guggenheim RBP Large-Cap Defensive Fund Class A
Collaborative Wealth Managment Inc.
James Reed Financial Services, Inc.
EKHAX - Wells Fargo High Yield Bond Fund Class A
Smith, Salley & Associates
Freedman Financial Associates, Inc.
Meridian Wealth Partners, LLC
VMGAX - Vanguard Mega Cap Growth Index Fund Institutional Shares
FEIAX - Fidelity Advisor Equity Income Fund Class A
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
Iridian Asset Management Llc/ct
Shore Point Advisors, LLC
Clark Capital Management Group, Inc.
WestEnd Advisors, LLC
Sigma Investment Counselors Inc
Arrowstreet Capital, Limited Partnership
Ceredex Value Advisors LLC
Ford Financial Group, LLC
GVEYX - VALUE EQUITY FUND Institutional
Meridian Financial Partners LLC
Amplius Wealth Advisors, LLC
Crescent Grove Advisors, LLC
Evolution Wealth Advisors, LLC
DMG Group, LLC
Fifth Lane Capital, Lp
Toews Corp /adv
Wagner Wealth Management, Llc
Continuum Advisory, LLC
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
Wright Investors Service Inc
Lombard Odier Asset Management (Switzerland) SA
Widmann Financial Services, Inc.
Better Money Decisions, LLC
TAP Consulting, LLC
Crossvault Capital Management LLC
Endurance Wealth Management, Inc.
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A
Clark Estates Inc/ny
Northwest Investment Counselors, Llc
First Quadrant L P/ca
Connecticut Wealth Management, LLC
Carderock Capital Management Inc
SILVX - SGI U.S. Large Cap Equity Fund Class I
Ergoteles LLC
First Citizens Bank & Trust Co
Wexford Capital Lp
Old Mission Capital Llc
American Trust
AQGNX - AQR Global Equity Fund Class N
Aigen Investment Management, Lp
Adamcapital Gestao De Recursos Ltda.
Camden Capital, LLC
SAOOX - Overlay A Portfolio Class 1
Grace Capital
Column Capital Advisors, LLC
Worldquant Millennium Advisors Llc
Vontobel Holding Ltd.
Channing Capital Management, LLC
Duality Advisers, Lp
Tcw Group Inc
West Bancorporation Inc
Versor Investments LP
D'Orazio & Associates, Inc.
VOLMX - Volumetric Fund
Ahl Investment Management, Inc.
Systematic Alpha Investments, LLC
Roble, Belko & Company, Inc
Marathon Capital Management
Magnetar Financial LLC
DBOAX - BNY Mellon Balanced Opportunity Fund Class A
Eagle Bay Advisors LLC
First Command Advisory Services, Inc.
Schonfeld Strategic Advisors LLC
Aries Wealth Management
Wbi Investments, Inc.
Grassi Investment Management
NGUAX - Neuberger Berman Guardian Fund Investor Class
Jump Financial, LLC
MidWestOne Financial Group, Inc.
PWS - Pacer WealthShield ETF
Virtu Financial LLC
Cranbrook Wealth Management, LLC
McMahon Financial Advisors, LLC
Wunderlich Securities, Inc.
Diversified Trust Co
Beech Hill Advisors, Inc.
FORA Capital, LLC
Van Eck Associates Corp
Element Capital Management Llc
Krs Capital Management, Llc
Newbridge Financial Services Group, Inc.
Liberty Wealth Management Llc
Sterling Financial Planning, Inc.
Jacobi Capital Management LLC
Quantamental Technologies LLC
Atlas Private Wealth Advisors
Pluribus Labs, LLC
Stock Yards Bank & Trust Co
Cornerstone Advisory, LLC
Jennison Associates Llc
Cutter & CO Brokerage, Inc.
Ziegler Capital Management, LLC
Man Group plc
Adams Diversified Equity Fund, Inc.
AMP Capital Investors Ltd
Harwood Advisory Group, LLC
TT International Asset Management LTD
Robotti Robert
PALCX - AllianzGI Global Allocation Fund Class C
Centre Asset Management, LLC
Holloway Wealth Management, LLC
Rovida Advisors Inc.
Comprehensive Financial Consultants Institutional, Inc.
Nvwm, Llc
Jaffetilchin Investment Partners, LLC
Ropes Wealth Advisors Llc
CoreCap Advisors, LLC
Hellman Jordan Management Co Inc /ma/
Fortis Advisors, LLC
Intrua Financial, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
Signet Financial Management, Llc
Emerald Investment Partners, Llc
Harel Insurance Investments & Financial Services Ltd.
DAGVX - BNY Mellon Dynamic Value Fund Class A
Verition Fund Management LLC
ATWAX - AB Tax-Managed Wealth Appreciation Strategy Class A
XTX Topco Ltd
Hsbc Holdings Plc
Amerivest Investment Management LLC
Steel Peak Wealth Management LLC
Bayesian Capital Management, LP
Kayne Anderson Rudnick Investment Management Llc
JDERX - PGIM JENNISON MID-CAP GROWTH FUND Class R
Pittenger & Anderson Inc
Mbb Public Markets I Llc
NorthRock Partners, LLC
CTC Capital Management, LLC
Retirement Planning Co of New England, Inc.
Allegheny Financial Group LTD
Aviva Plc
Dynamic Technology Lab Private Ltd
Barrett Asset Management, LLC
HUSV - First Trust Horizon Managed Volatility Domestic ETF
Icon Advisers Inc/co
Paradigm Financial Partners, Llc
Firestone Capital Management
Tower View Investment Management & Research LLC
Banque Cantonale Vaudoise
BHTAX - Beech Hill Total Return Fund Class A Shares
Karp Capital Management Corp
Founders Financial Alliance, LLC
Optiver Holding B.V.
Cassady Schiller Wealth Management, LLC
tru Independence LLC
Weaver C. Barksdale & Associates, Inc.
Graham Capital Management, L.P.
VMNFX - Vanguard Market Neutral Fund Investor Shares
Bp Plc
Klingenstein Fields & Co Lp
Seeyond
Haverford Trust Co
Marathon Trading Investment Management LLC
Future Financial Wealth Managment LLC
Livingston Group Asset Management CO (operating as Southport Capital Management)
Herbst Group, Llc
Prelude Capital Management, Llc
Teza Capital Management LLC
Trexquant Investment LP
Heard Capital LLC
Hrt Financial Lp
Trillium Asset Management, Llc
Marathon Trading Investment Management LLC
Kings Point Capital Management
Stephens Investment Management Group LLC
Delta Asset Management Llc/tn
Dai-Ichi Life Insurance Company, Ltd
Agf Investments Inc.
Mirabella Financial Services Llp
FLMFX - MUIRFIELD FUND Retail Class
Alps Advisors Inc
Gerber Kawasaki Wealth & Investment Management
Taurus Asset Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 551,695 241.70 563,115 248.47
Pendal Group Ltd 378,053 241.70 361,362 248.47
Manning & Napier Group, LLC 360,107 241.70 81,784 248.46
DAVENPORT & Co LLC 306,549 241.69 305,732 249.23
Allspring Global Investments Holdings, LLC 256,148 241.70 542,149 248.47
Strs Ohio 209,652 241.70 210,180 248.47
Ardevora Asset Management LLP 191,200 241.70 200,100 248.47
Guyasuta Investment Advisors Inc 181,907 241.70 181,956 248.47
SCHG - Schwab U.S. Large-Cap Growth ETF 171,649 240.90 167,374 252.31
SCHX - Schwab U.S. Large-Cap ETF 153,175 240.90 159,483 252.31
Wedge Capital Management L L P/nc 130,943 241.70 133,555 248.47
Scout Investments, Inc. 123,764 241.70 124,427 248.47
Gateway Investment Advisers Llc 121,917 241.70 97,639 248.47
Vigilant Capital Management, LLC 110,294 241.70 110,847 248.47
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 102,460 240.90 123,917 252.31
SCHB - Schwab U.S. Broad Market ETF 99,484 240.90 98,451 252.31
Welch & Forbes Llc 91,590 241.71 87,529 248.47
Commonwealth Equity Services, Llc 86,719 241.70 69,853 248.46
ARK Investment Management LLC 80,806 240.90 100,798 248.47
ARS Investment Partners, LLC 72,680 241.70 72,706 248.47
Name Current Shares Current PPS Previous Shares Previous PPS
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 7,148,770 232.26 7,759,985 209.29
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 1,201,364 232.26 1,318,791 209.29
CAIBX - CAPITAL INCOME BUILDER Class A 1,046,435 232.26 112,066 209.29
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 770,500 232.26 767,072 209.29
AMRMX - AMERICAN MUTUAL FUND Class A 760,248 232.26 702,470 209.29
PCRSX - LargeCap Growth Fund I R-1 515,581 232.26 687,804 209.29
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 395,268 232.26 397,497 209.29
SWPPX - Schwab S&P 500 Index Fund 355,554 232.26 348,417 209.29
PPA - Invesco Aerospace & Defense ETF 341,889 232.26 141,290 209.29
VLUE - iShares Edge MSCI USA Value Factor ETF 335,651 232.26 363,783 209.29
FNKLX - Fidelity Series Value Discovery Fund 334,900 232.26 361,800 209.29
HAGAX - Carillon Eagle Mid Cap Growth Fund Class A 287,544 232.26 287,544 209.29
RSP - Invesco S&P 500 Equal Weight ETF 260,477 232.26 303,837 209.29
Dfa Investment Trust Co - The U.s. Large Cap Value Series 251,935 232.26 195,162 209.29
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A 236,633 232.26 236,633 209.29
DGRO - iShares Core Dividend Growth ETF 215,779 232.26 266,129 209.29
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 181,429 232.26 153,859 209.29
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 155,023 232.26 149,992 209.29
LCLAX - ClearBridge Select Fund Class A 154,740 232.26 136,240 209.29
PKW - Invesco BuyBack Achievers ETF 144,362 232.26 148,691 209.29
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
CAIBX - CAPITAL INCOME BUILDER Class A 934,369 1,046,435 232.26 112,066 209.29 833.77
Manning & Napier Group, LLC 278,323 360,107 241.70 81,784 248.46 340.31
PPA - Invesco Aerospace & Defense ETF 200,599 341,889 232.26 141,290 209.29 141.98
FDGFX - Fidelity Dividend Growth Fund 61,400 76,200 232.26 14,800 209.26 414.86
AMRMX - AMERICAN MUTUAL FUND Class A 57,778 760,248 232.26 702,470 209.29 8.22
Dfa Investment Trust Co - The U.s. Large Cap Value Series 56,773 251,935 232.26 195,162 209.29 29.09
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 27,570 181,429 232.26 153,859 209.29 17.92
Gateway Investment Advisers Llc 24,278 121,917 241.70 97,639 248.47 24.87
BTC Capital Management, Inc. 21,715 28,396 241.55 6,681 248.77 325.03
LCLAX - ClearBridge Select Fund Class A 18,500 154,740 232.26 136,240 209.29 13.58
State of Alaska, Department of Revenue 16,870 44,453 241.67 27,583 248.45 61.16
Commonwealth Equity Services, Llc 16,866 86,719 241.70 69,853 248.46 24.14
Pendal Group Ltd 16,691 378,053 241.70 361,362 248.47 4.62
AWYIX - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 14,156 35,343 232.27 21,187 209.28 66.81
CVSIX - Calamos Market Neutral Income Fund Class A 10,987 98,068 232.26 87,081 209.29 12.62
FNDX - Schwab Fundamental U.S. Large Company Index ETF 8,517 46,165 240.90 37,648 252.31 22.62
Wealthfront Advisers Llc 7,221 13,790 241.70 6,569 248.44 109.93
SWPPX - Schwab S&P 500 Index Fund 7,137 355,554 232.26 348,417 209.29 2.05
FLCOX - Fidelity Large Cap Value Index Fund 7,048 52,755 232.26 45,707 209.29 15.42
Cambridge Investment Research Advisors, Inc. 5,919 31,771 241.70 25,852 248.45 22.90
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 611,215 7,148,770 232.26 7,759,985 209.29 -7.88
Allspring Global Investments Holdings, LLC 286,001 256,148 241.70 542,149 248.47 -52.75
PCRSX - LargeCap Growth Fund I R-1 172,223 515,581 232.26 687,804 209.29 -25.04
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 117,427 1,201,364 232.26 1,318,791 209.29 -8.90
DGRO - iShares Core Dividend Growth ETF 50,350 215,779 232.26 266,129 209.29 -18.92
RSP - Invesco S&P 500 Equal Weight ETF 43,360 260,477 232.26 303,837 209.29 -14.27
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund 33,267 35,664 232.25 68,931 209.30 -48.26
IEDAX - Voya Large Cap Value Fund Class A 32,643 42,732 240.90 75,375 252.31 -43.31
VLUE - iShares Edge MSCI USA Value Factor ETF 28,132 335,651 232.26 363,783 209.29 -7.73
FNKLX - Fidelity Series Value Discovery Fund 26,900 334,900 232.26 361,800 209.29 -7.44
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 24,646 25,602 240.92 50,248 252.31 -49.05
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 21,457 102,460 240.90 123,917 252.31 -17.32
ARK Investment Management LLC 19,992 80,806 240.90 100,798 248.47 -19.83
Swarthmore Group Inc 15,833 1,268 241.32 17,101 248.47 -92.59
ARKX - ARK Space Exploration & Innovation ETF 14,125 94,149 232.26 108,274 209.29 -13.05
TOK - iShares MSCI Kokusai ETF 14,106 667 232.38 14,773 209.30 -95.49
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 13,093 12,940 240.88 26,033 252.30 -50.29
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 12,746 91,400 232.26 104,146 209.29 -12.24
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 12,582 64,996 232.26 77,578 209.29 -16.22
FTA - First Trust Large Cap Value AlphaDEX Fund 11,746 18,033 232.24 29,779 209.27 -39.44
Name Current Puts
Washington Capital Management Inc 2,315
Name Current Calls
Name
GTTMX - Quantitative U.S. Total Market Equity Portfolio
Name Previous Puts
Marathon Trading Investment Management LLC 0
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 Percentage Decrease
Name
JMNAX - JPMorgan Research Market Neutral Fund Class A

Past Week Analysis

Name Shares PPS
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 178,634 240.90
LMGAX - Lord Abbett Growth Opportunities Fund Class A 36,856 240.91
NLCAX - Voya Large-Cap Growth Fund Class A 28,634 240.90
Walker Asset Management, LLC 15,510 241.39
Covenant Asset Management, LLC 11,117 241.70
D.B. Root & Company, LLC 1,360 241.18
Maryland Capital Advisors Inc. 80 237.50
FAAAX - Franklin K2 Alternative Strategies Fund Class A 64 234.38
Enterprise Trust & Investment Co 35 228.57
MPAY - Akros Monthly Payout ETF 28 250.00
Charter Oak Capital Management, LLC 25 240.00
Name Shares PPS
Hohimer Wealth Management, Llc 19,522 248.49
Capital Investment Advisory Services, LLC 1,174 248.72
Tradewinds Capital Management, LLC 56 250.00
Patton Albertson Miller Group, Llc 880 248.86
Aaron Wealth Advisors LLC 35,282 4.02
Arrow Financial Corp 20 250.00
IBM Retirement Fund 3,118 248.56
Artemis Investment Management LLP 72,340 248.42
First Pacific Financial 4,137 248.49
O'Shares Investment Advisers, LLC 11,968 248.50
Name Current Shares Current PPS Previous Shares Previous PPS
Truist Financial Corp 551,695 241.70 563,115 248.47
Pendal Group Ltd 378,053 241.70 361,362 248.47
Allspring Global Investments Holdings, LLC 256,148 241.70 542,149 248.47
Strs Ohio 209,652 241.70 210,180 248.47
Guyasuta Investment Advisors Inc 181,907 241.70 181,956 248.47
SCHG - Schwab U.S. Large-Cap Growth ETF 171,649 240.90 167,374 252.31
SCHX - Schwab U.S. Large-Cap ETF 153,175 240.90 159,483 252.31
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 102,460 240.90 123,917 252.31
SCHB - Schwab U.S. Broad Market ETF 99,484 240.90 98,451 252.31
Welch & Forbes Llc 91,590 241.71 87,529 248.47
Oregon Public Employees Retirement Fund 52,194 241.69 57,873 248.48
FNDX - Schwab Fundamental U.S. Large Company Index ETF 46,165 240.90 37,648 252.31
Atwood & Palmer Inc 45,953 241.70 44,883 248.47
DLCFX - Destinations Large Cap Equity Fund Class I 43,851 240.91 54,222 252.31
IEDAX - Voya Large Cap Value Fund Class A 42,732 240.90 75,375 252.31
AUIAX - AB EQUITY INCOME FUND INC Class A 37,910 240.91 37,910 252.31
MRGAX - MFS Core Equity Fund A 33,840 240.90 33,840 252.30
Tower Bridge Advisors 28,412 241.69 30,512 248.46
BTC Capital Management, Inc. 28,396 241.55 6,681 248.77
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 25,602 240.92 50,248 252.31
Mcdonald Partners Llc 22,761 241.69 24,722 248.48
Regions Financial Corp 21,589 241.70 24,480 248.45
Asset Planning Services Inc /la/ /adv 20,375 241.72 18,625 248.48
Olstein Capital Management, L.P. 20,000 241.70 19,000 248.47
Baxter Bros Inc 18,932 241.71 19,381 248.49
NEIAX - Columbia Large Cap Index Fund Class A 18,629 240.91 18,173 252.30
Hartford Investment Management Co 18,479 241.68 18,567 248.45
Clear Harbor Asset Management, LLC 17,102 241.73 17,043 248.49
Thompson Siegel & Walmsley Llc 15,708 241.72 16,567 248.45
Sandy Spring Bank 13,967 241.64 14,403 248.49
Wealthfront Advisers Llc 13,790 241.70 6,569 248.44
LVW Advisors, LLC 13,485 241.68 13,786 248.44
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 12,940 240.88 26,033 252.30
Mattern Wealth Management LLC 12,201 241.70 12,163 248.46
Louisiana State Employees Retirement System 12,200 225.66 12,400 257.82
PBUS - Invesco PureBeta MSCI USA ETF 12,126 240.89 12,009 252.31
New Mexico Educational Retirement Board 10,880 241.73 11,380 248.51
SCHK - Schwab 1000 Index ETF 10,793 240.90 10,489 252.26
Freedom Day Solutions, LLC 10,728 241.70 10,845 248.50
Atlantic Union Bankshares Corp 9,595 241.69 9,595 248.46
Northstar Asset Management Llc 8,842 241.69 8,842 248.47
Patton Fund Management, Inc. 8,655 241.71 14,608 248.49
Stratos Wealth Partners, LTD. 8,542 241.75 8,068 248.51
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 8,322 240.93 16,679 252.29
Orca Investment Management, LLC 8,070 241.76 11,587 248.47
Gemmer Asset Management LLC 7,907 241.68 7,910 248.42
RWL - Invesco S&P 500 Revenue ETF 7,208 240.84 7,411 252.33
Stratos Wealth Advisors, LLC 6,537 241.70 6,663 248.54
Old National Bancorp /in/ 6,228 241.65 6,229 248.35
Chesapeake Wealth Management 5,911 241.58 5,936 248.48
Coastline Trust Co 5,637 241.62 5,595 248.44
TFG Advisers LLC 5,517 241.80 5,454 248.44
First City Capital Management, Inc. 5,470 241.68 5,470 248.45
New England Research & Management, Inc. 4,350 241.61 4,350 248.51
Lee Danner & Bass Inc 4,292 241.61 4,149 248.49
Enhancing Capital LLC 4,258 213.25 4,258 248.47
Spinnaker Trust 4,253 241.71 4,225 248.52
PBMares Wealth Management LLC 4,233 241.67 4,483 248.49
First Bank & Trust 4,001 241.69 1,526 248.36
First Command Bank 3,910 241.94 5,541 248.51
First Command Financial Services, Inc. 3,910 241.94 5,541 248.51
Private Capital Advisors, Inc. 3,900 241.79 3,900 248.46
Argus Investors' Counsel, Inc. 3,726 241.81 3,549 248.52
First Hawaiian Bank 3,703 241.70 3,232 248.45
Wedbush Securities Inc 3,701 241.83 3,876 248.45
Boston Trust Walden Corp 3,530 241.64 3,529 248.51
C2C Wealth Management, LLC 3,359 225.66 3,359 257.81
Bowling Portfolio Management LLC 3,166 241.63 3,166 248.58
Sequoia Financial Advisors, LLC 3,124 241.68 3,372 248.52
Mitchell & Pahl Private Wealth, Llc 2,873 241.56 3,121 248.64
Exchange Traded Concepts, Llc 2,849 241.84 2,801 248.48
Howland Capital Management Llc 2,678 241.60 2,608 248.47
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 2,611 240.90 2,972 252.36
BKD Wealth Advisors, LLC 2,250 241.78 2,220 248.65
Pathway Financial Advisors LLC 2,215 241.53 2,215 248.31
Cornell Pochily Investment Advisors, Inc. 2,170 241.47 2,170 248.39
Savant Capital, LLC 2,112 241.48 2,114 248.34
Spire Wealth Management 1,983 241.55 2,263 248.78
Blossom Wealth Management 1,920 241.67 1,920 248.44
Lakeview Capital Partners, LLC 1,915 241.78 3,778 248.54
Umb Bank N A/mo 1,855 242.05 2,007 248.63
Dearborn Partners Llc 1,846 241.60 1,300 248.46
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 1,757 240.75 1,511 252.15
Conning Inc. 1,595 242.01 1,616 248.76
Shufro Rose & Co Llc 1,520 241.45 1,520 248.68
Institute for Wealth Management, LLC. 1,461 241.62 1,459 248.80
Meritage Portfolio Management 1,384 242.05 1,384 248.55
Hendershot Investments Inc. 1,349 241.66 1,349 248.33
SPFIX - S&P 500 Index Fund Direct Shares 1,318 241.27 1,318 252.66
Swarthmore Group Inc 1,268 241.32 17,101 248.47
Grimes & Company, Inc. 1,195 241.84 1,207 248.55
Defined Wealth Management, Llc 1,080 241.67 1,080 248.15
Brandywine Oak Private Wealth Llc 1,073 241.38 1,073 247.90
Autus Asset Management, LLC 1,056 241.48 1,406 248.22
IUS - Invesco RAFI(TM) Strategic US ETF 1,041 241.11 1,654 252.12
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 1,019 240.43 1,019 252.21
Trust Co Of Vermont 1,003 241.28 1,000 248.00
Analyst IMS Investment Management Services Ltd. 1,000 242.00 1,050 248.57
Means Investment Co., Inc. 992 241.94 988 247.98
Accredited Investors Inc. 938 242.00 943 248.14
Measured Wealth Private Client Group, LLC 920 241.30 984 247.97
Rice Partnership, LLC 915 241.53 915 248.09
44 Wealth Management Llc 867 242.21 895 248.04
Coastal Capital Group, Inc. 736 241.85 734 247.96
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 698 240.69 698 252.15
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 681 240.82 635 251.97
Washington Trust Advisors, Inc. 648 242.28 1,059 248.35
First Personal Financial Services 580 241.38 580 248.28
Geneos Wealth Management Inc. 540 242.59 643 247.28
WASHINGTON TRUST Co 505 241.58 505 247.52
Toth Financial Advisory Corp 216 240.74 215 246.51
Bogart Wealth, LLC 168 244.05 149 248.32
Ogorek Anthony Joseph /ny/ /adv 164 237.80 164 243.90
JNBA Financial Advisors 143 244.76 143 251.75
Bradley & Co. Private Wealth Management, LLC 130 238.46 130 246.15
Arlington Partners LLC 108 240.74 162 246.91
Mizuho Securities Co. Ltd. 31 225.81 30 266.67
Name Current Shares Current PPS Previous Shares Previous PPS
Willner & Heller, Llc 1,993 241.85 1,938 213.11
PMSAX - Global Multi-Strategy Fund Class A 27 259.26 548 251.82
Steward Financial Group LLC 22 227.27 15 200.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BTC Capital Management, Inc. 21,715 28,396 241.55 6,681 248.77 325.03
Pendal Group Ltd 16,691 378,053 241.70 361,362 248.47 4.62
FNDX - Schwab Fundamental U.S. Large Company Index ETF 8,517 46,165 240.90 37,648 252.31 22.62
Wealthfront Advisers Llc 7,221 13,790 241.70 6,569 248.44 109.93
SCHG - Schwab U.S. Large-Cap Growth ETF 4,275 171,649 240.90 167,374 252.31 2.55
Welch & Forbes Llc 4,061 91,590 241.71 87,529 248.47 4.64
First Bank & Trust 2,475 4,001 241.69 1,526 248.36 162.19
Asset Planning Services Inc /la/ /adv 1,750 20,375 241.72 18,625 248.48 9.40
Atwood & Palmer Inc 1,070 45,953 241.70 44,883 248.47 2.38
SCHB - Schwab U.S. Broad Market ETF 1,033 99,484 240.90 98,451 252.31 1.05
Olstein Capital Management, L.P. 1,000 20,000 241.70 19,000 248.47 5.26
Dearborn Partners Llc 546 1,846 241.60 1,300 248.46 42.00
Stratos Wealth Partners, LTD. 474 8,542 241.75 8,068 248.51 5.88
First Hawaiian Bank 471 3,703 241.70 3,232 248.45 14.57
NEIAX - Columbia Large Cap Index Fund Class A 456 18,629 240.91 18,173 252.30 2.51
SCHK - Schwab 1000 Index ETF 304 10,793 240.90 10,489 252.26 2.90
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 246 1,757 240.75 1,511 252.15 16.28
Argus Investors' Counsel, Inc. 177 3,726 241.81 3,549 248.52 4.99
Lee Danner & Bass Inc 143 4,292 241.61 4,149 248.49 3.45
PBUS - Invesco PureBeta MSCI USA ETF 117 12,126 240.89 12,009 252.31 0.97
Howland Capital Management Llc 70 2,678 241.60 2,608 248.47 2.68
TFG Advisers LLC 63 5,517 241.80 5,454 248.44 1.16
Clear Harbor Asset Management, LLC 59 17,102 241.73 17,043 248.49 0.35
Willner & Heller, Llc 55 1,993 241.85 1,938 213.11 2.84
Exchange Traded Concepts, Llc 48 2,849 241.84 2,801 248.48 1.71
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 46 681 240.82 635 251.97 7.24
Coastline Trust Co 42 5,637 241.62 5,595 248.44 0.75
Mattern Wealth Management LLC 38 12,201 241.70 12,163 248.46 0.31
BKD Wealth Advisors, LLC 30 2,250 241.78 2,220 248.65 1.35
Spinnaker Trust 28 4,253 241.71 4,225 248.52 0.66
Bogart Wealth, LLC 19 168 244.05 149 248.32 12.75
Steward Financial Group LLC 7 22 227.27 15 200.00 46.67
Means Investment Co., Inc. 4 992 241.94 988 247.98 0.40
Trust Co Of Vermont 3 1,003 241.28 1,000 248.00 0.30
Coastal Capital Group, Inc. 2 736 241.85 734 247.96 0.27
Institute for Wealth Management, LLC. 2 1,461 241.62 1,459 248.80 0.14
Toth Financial Advisory Corp 1 216 240.74 215 246.51 0.47
Boston Trust Walden Corp 1 3,530 241.64 3,529 248.51 0.03
Mizuho Securities Co. Ltd. 1 31 225.81 30 266.67 3.33
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 286,001 256,148 241.70 542,149 248.47 -52.75
IEDAX - Voya Large Cap Value Fund Class A 32,643 42,732 240.90 75,375 252.31 -43.31
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 24,646 25,602 240.92 50,248 252.31 -49.05
CZMVX - Multi-Manager Value Strategies Fund Institutional Class 21,457 102,460 240.90 123,917 252.31 -17.32
Swarthmore Group Inc 15,833 1,268 241.32 17,101 248.47 -92.59
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 13,093 12,940 240.88 26,033 252.30 -50.29
Truist Financial Corp 11,420 551,695 241.70 563,115 248.47 -2.03
DLCFX - Destinations Large Cap Equity Fund Class I 10,371 43,851 240.91 54,222 252.31 -19.13
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 8,357 8,322 240.93 16,679 252.29 -50.10
SCHX - Schwab U.S. Large-Cap ETF 6,308 153,175 240.90 159,483 252.31 -3.96
Patton Fund Management, Inc. 5,953 8,655 241.71 14,608 248.49 -40.75
Oregon Public Employees Retirement Fund 5,679 52,194 241.69 57,873 248.48 -9.81
Orca Investment Management, LLC 3,517 8,070 241.76 11,587 248.47 -30.35
Regions Financial Corp 2,891 21,589 241.70 24,480 248.45 -11.81
Tower Bridge Advisors 2,100 28,412 241.69 30,512 248.46 -6.88
Mcdonald Partners Llc 1,961 22,761 241.69 24,722 248.48 -7.93
Lakeview Capital Partners, LLC 1,863 1,915 241.78 3,778 248.54 -49.31
First Command Financial Services, Inc. 1,631 3,910 241.94 5,541 248.51 -29.44
First Command Bank 1,631 3,910 241.94 5,541 248.51 -29.44
Thompson Siegel & Walmsley Llc 859 15,708 241.72 16,567 248.45 -5.19
IUS - Invesco RAFI(TM) Strategic US ETF 613 1,041 241.11 1,654 252.12 -37.06
Strs Ohio 528 209,652 241.70 210,180 248.47 -0.25
PMSAX - Global Multi-Strategy Fund Class A 521 27 259.26 548 251.82 -95.07
New Mexico Educational Retirement Board 500 10,880 241.73 11,380 248.51 -4.39
Baxter Bros Inc 449 18,932 241.71 19,381 248.49 -2.32
Sandy Spring Bank 436 13,967 241.64 14,403 248.49 -3.03
Washington Trust Advisors, Inc. 411 648 242.28 1,059 248.35 -38.81
VHDAX - Voya U.S. High Dividend Low Volatility Fund Class A 361 2,611 240.90 2,972 252.36 -12.15
Autus Asset Management, LLC 350 1,056 241.48 1,406 248.22 -24.89
LVW Advisors, LLC 301 13,485 241.68 13,786 248.44 -2.18
Spire Wealth Management 280 1,983 241.55 2,263 248.78 -12.37
PBMares Wealth Management LLC 250 4,233 241.67 4,483 248.49 -5.58
Mitchell & Pahl Private Wealth, Llc 248 2,873 241.56 3,121 248.64 -7.95
Sequoia Financial Advisors, LLC 248 3,124 241.68 3,372 248.52 -7.35
RWL - Invesco S&P 500 Revenue ETF 203 7,208 240.84 7,411 252.33 -2.74
Louisiana State Employees Retirement System 200 12,200 225.66 12,400 257.82 -1.61
Wedbush Securities Inc 175 3,701 241.83 3,876 248.45 -4.51
Umb Bank N A/mo 152 1,855 242.05 2,007 248.63 -7.57
Stratos Wealth Advisors, LLC 126 6,537 241.70 6,663 248.54 -1.89
Freedom Day Solutions, LLC 117 10,728 241.70 10,845 248.50 -1.08
Geneos Wealth Management Inc. 103 540 242.59 643 247.28 -16.02
Hartford Investment Management Co 88 18,479 241.68 18,567 248.45 -0.47
Measured Wealth Private Client Group, LLC 64 920 241.30 984 247.97 -6.50
Arlington Partners LLC 54 108 240.74 162 246.91 -33.33
Analyst IMS Investment Management Services Ltd. 50 1,000 242.00 1,050 248.57 -4.76
Guyasuta Investment Advisors Inc 49 181,907 241.70 181,956 248.47 -0.03
44 Wealth Management Llc 28 867 242.21 895 248.04 -3.13
Chesapeake Wealth Management 25 5,911 241.58 5,936 248.48 -0.42
Conning Inc. 21 1,595 242.01 1,616 248.76 -1.30
Grimes & Company, Inc. 12 1,195 241.84 1,207 248.55 -0.99
Accredited Investors Inc. 5 938 242.00 943 248.14 -0.53
Gemmer Asset Management LLC 3 7,907 241.68 7,910 248.42 -0.04
Savant Capital, LLC 2 2,112 241.48 2,114 248.34 -0.09
Old National Bancorp /in/ 1 6,228 241.65 6,229 248.35 -0.02
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