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 1,364 113.00 62.47 61.68
Previous Quarter 1,405 112.00 62.47 61.81

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 16 161 202 6 91 66
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 2 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 4 2 43 1 17 5
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 53,906,618 21.51 30.84 60,980,778 24.33 62.19
Previous Quarter 26,606,056 10.62 62.48 61,084,385 24.38 62.23

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 31,030,199 62.48
VANGUARD GROUP INC 30,687,859
BlackRock Inc. 27,301,825
BlackRock Inc. 26,369,358 62.48
State Street Corp 13,692,321 62.48
STATE STREET CORP 12,696,757
Janus Henderson Group Plc 8,001,192 62.48
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 7,215,513 62.48
Victory Capital Management Inc 6,965,249 62.04
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 5,686,976 62.48
VFINX - Vanguard 500 Index Fund Investor Shares 5,478,233 62.48
JAENX - Janus Henderson Enterprise Fund Class T 5,354,787 62.48
QUAL - iShares Edge MSCI USA Quality Factor ETF 5,224,822 58.81
Geode Capital Management, Llc 5,114,707 62.34
Nuveen Asset Management, LLC 4,775,530 60.94
Pictet Asset Management Sa 4,635,280 62.48
VETAX - Victory Sycamore Established Value Fund Class A 4,520,000 58.81
Franklin Resources Inc 3,997,504 62.48
FKUTX - Franklin Utilities Fund Class A1 3,800,000 62.48
Invesco Ltd. 3,743,215 62.48

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 31,030,199 62.48
BlackRock Inc. 26,369,358 62.48
State Street Corp 13,692,321 62.48
Janus Henderson Group Plc 8,001,192 62.48
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 7,215,513 62.48
Victory Capital Management Inc 6,965,249 62.04
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 5,686,976 62.48
VFINX - Vanguard 500 Index Fund Investor Shares 5,478,233 62.48
JAENX - Janus Henderson Enterprise Fund Class T 5,354,787 62.48
Geode Capital Management, Llc 5,114,707 62.34
QUAL - iShares Edge MSCI USA Quality Factor ETF 5,081,108 59.86
Nuveen Asset Management, LLC 4,775,530 60.94
Pictet Asset Management Sa 4,635,280 62.48
VETAX - Victory Sycamore Established Value Fund Class A 4,170,000 59.86
Franklin Resources Inc 3,997,504 62.48
DVY - iShares Select Dividend ETF 3,912,821 59.86
FKUTX - Franklin Utilities Fund Class A1 3,800,000 62.48
Invesco Ltd. 3,743,215 62.48
XLU - The Utilities Select Sector SPDR Fund 3,550,603 62.48
Jpmorgan Chase & Co 3,201,808 62.48

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 30,687,859
STATE STREET CORP 12,696,757
Cbre Clarion Securities Llc 134,954 62.48
FASEX - Nuveen Mid Cap Value Fund Class A 104,567 58.81
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 49,436 58.80
GASFX - Hennessy Gas Utility Fund Investor Class 41,800 58.80
Steel Peak Wealth Management LLC 12,138 62.45
Contravisory Investment Management, Inc. 7,177 58.66
PGKAX - PGIM Jennison Technology Fund Class A 5,033 58.81
NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A 4,486 58.85
M&r Capital Management Inc 3,858 58.58
Centennial Wealth Advisory LLC 3,769 58.64
PWS - Pacer WealthShield ETF 1,697 58.93
CPI - IQ Real Return ETF 87 57.47
Tsfg, Llc 18 55.56
ACG Wealth 1
Name Shares PPS
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 378,904 55.98
PGDIX - Global Diversified Income Fund Institutional Class 216,805 56.57
Cbre Clarion Securities Llc 134,954 62.48
Susquehanna International Group, Llp 88,879 62.48
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 79,733 55.97
DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 54,903 55.97
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 48,198 59.86
DSI - iShares MSCI KLD 400 Social ETF 43,350 56.56
SVTAX - Simt Global Managed Volatility Fund Class F 37,417 55.99
Capstone Investment Advisors, Llc 25,300 62.49
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 20,901 55.98
Arvest Bank Trust Division 17,763 55.96
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 14,148 55.98
Steel Peak Wealth Management LLC 12,138 62.45
HighPoint Advisor Group LLC 11,310 55.97
IFP Advisors, Inc 9,335 61.27
World Asset Management Inc 6,411 56.00
Simplex Trading, Llc 5,000 62.40
Berman Capital Advisors, LLC 3,367 55.54
Capital City Trust Co/fl 3,363 62.44
StrongBox Wealth, LLC 3,200 62.50
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 3,055 55.97
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 2,876 55.98
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 2,680 55.97
Bbva Usa 2,402 56.20
STAAA - SA PGI Asset Allocation Portfolio Class 3 2,059 55.85
ALIBX - ALPS | Smith Balanced Opportunity Fund Investor Class 2,000 56.50
FLYT - Direxion Flight to Safety Strategy ETF 1,078 56.59
RNMC - Mid Cap US Equity Select ETF 835 56.29
Heritage Wealth Management, Llc 800 56.25
City Holding Co 400 62.50
IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A 287 55.75
Paladin Advisory Group, LLC 286 62.94
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 256 54.69
MML Series Investment Fund II - MML Equity Rotation Fund Class II 236 55.08
Wealth Quarterback LLC 162
Carroll Financial Associates, Inc. 43 46.51
Sonora Investment Management, LLC 32 62.50
NuWave Investment Management, LLC 29 68.97
XTX Topco Ltd
Dark Forest Capital Management Lp
PEQIX - Pioneer Equity Income Fund : Class A
Royal London Asset Management Ltd
Transamerica Financial Advisors, Inc.
Wolverine Asset Management Llc
Personal Wealth Partners
Paradigm, Strategies in Wealth Management, LLC
Bp Plc
First Financial Corp /in/
Bayesian Capital Management, LP
Isthmus Partners, Llc
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Cutler Group LP
New World Advisors LLC
Virtu Financial LLC
Enterprise Financial Services Corp
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
C M Bidwell & Associates Ltd
WHGMX - Westwood Smidcap Fund Institutional Class Shares
BNP Paribas Asset Management Holding S.A.
America First Investment Advisors, LLC
Ten Capital Wealth Advisors, LLC
Advisory Services Network, LLC
PEAK6 Investments LLC
Newbridge Financial Services Group, Inc.
Cypress Capital Management LLC (WY)
FORA Capital, LLC
Regal Investment Advisors LLC
Maven Securities LTD
Balyasny Asset Management Llc
Blueshift Asset Management, LLC
SILVX - SGI U.S. Large Cap Equity Fund Class I
Core Alternative Capital
Cahill Financial Advisors Inc
FDx Advisors, Inc.
Nfj Investment Group, Llc
GHPLX - Gotham Hedged Plus Fund Institutional Class
Institutional & Family Asset Management, Llc
VMNFX - Vanguard Market Neutral Fund Investor Shares
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Assenagon Asset Management S.A.
Squarepoint Ops LLC
Apollon Wealth Management, LLC
Occudo Quantitative Strategies Lp
CX Institutional
Wagner Wealth Management, Llc
Strategic Wealth Partners, Ltd.
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I
Fulcrum Asset Management LLP
O'shaughnessy Asset Management, Llc
Walleye Capital LLC
Alphasimplex Group, Llc
Sciencast Management LP
Kowal Investment Group, LLC
AFPAX - AmericaFirst Income Fund Class A
Jacobi Capital Management LLC
Maven Securities LTD
Y-Intercept (Hong Kong) Ltd
Point72 Asset Management, L.P.
TAP Consulting, LLC
AMP Capital Investors Ltd
Resolute Advisors LLC
Engineers Gate Manager LP
Maven Securities LTD
Fisher Asset Management, LLC
First Quadrant L P/ca
Rothschild Asset Management Inc
Duality Advisers, Lp
Arete Wealth Advisors, LLC
Schonfeld Strategic Advisors LLC
Teza Capital Management LLC
Coann Capital LLC
State of Wyoming
Spectrum Management Group, LLC
Asahi Life Asset Management Co., Ltd.
SRS Capital Advisors, Inc.
Yaupon Capital Management LP
Fort Washington Investment Advisors Inc /oh/
Sigma Investment Counselors Inc
PEAK6 Investments LLC
Meridian Wealth Partners, LLC
GFSYX - Strategic Alternatives Fund Institutional
Point72 Hong Kong Ltd
Summit Global Investments
AGF Investments LLC
Pluribus Labs, LLC
Spire Wealth Management
Edgestream Partners, L.P.
BLB&B Advisors, LLC
Consolidated Planning Corp
Wealth Enhancement Advisory Services, Llc
HWG Holdings LP
Rare Infrastructure Ltd
Vontobel Holding Ltd.
Susquehanna Fundamental Investments, Llc
Pathstone Family Office, Llc
Magnetar Financial LLC
Polar Asset Management Partners Inc.
Advisor Resource Council
Tiaa, Fsb
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares
Clearview Wealth Advisors LLC
Eagle Bay Advisors LLC
Godsey & Gibb Associates
Standard Family Office LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Quantamental Technologies LLC
Iron Horse Wealth Management, LLC
Alethea Capital Management, Llc
Altshuler Shaham Ltd
Amplius Wealth Advisors, LLC
QRPNX - AQR Alternative Risk Premia Fund Class N
Castleview Partners, Llc
Trust Co Of Vermont
Sowell Financial Services LLC
Quantitative Investment Management, LLC
Rafferty Asset Management, LLC
Castellan Group, LLC
Freedman Financial Associates, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 27,301,825 26,369,358 62.48
QUAL - iShares Edge MSCI USA Quality Factor ETF 5,224,822 58.81 5,081,108 59.86
VETAX - Victory Sycamore Established Value Fund Class A 4,520,000 58.81 4,170,000 59.86
DVY - iShares Select Dividend ETF 3,673,365 58.81 3,912,821 59.86
Dnp Select Income Fund Inc 1,835,890 58.81 1,920,490 59.86
AASCX - Thrivent Mid Cap Stock Fund Class A 1,711,535 58.81 1,071,615 59.86
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 1,533,411 58.81 1,642,616 59.86
Reaves Utility Income Fund 1,533,100 58.81 1,533,100 59.86
FMCSX - Fidelity Mid-Cap Stock Fund 1,086,644 58.81 1,090,108 59.86
RSP - Invesco S&P 500 Equal Weight ETF 1,078,063 58.81 1,116,916 59.86
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 987,016 58.81 981,160 59.86
MMUFX - MFS Utilities Fund A 865,531 58.81 865,531 59.86
EMLP - First Trust North American Energy Infrastructure Fund 739,153 58.81 828,717 59.86
FFEIX - Nuveen Dividend Value Fund Class A 737,450 58.81 749,690 59.86
PMPRX - MidCap Value Fund I R-3 683,604 58.81 504,963 59.86
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class 652,762 58.81 664,008 59.86
FSMDX - Fidelity Mid Cap Index Fund 613,987 58.81 563,573 59.86
USMV - iShares Edge MSCI Min Vol USA ETF 512,384 58.81 514,286 59.86
DGRO - iShares Core Dividend Growth ETF 495,776 58.81 487,615 59.86
SWPPX - Schwab S&P 500 Index Fund 453,985 58.81 444,464 59.86
Name Current Shares Current PPS Previous Shares Previous PPS
Franklin Universal Trust 80,000 63.83 80,000 58.40
GAOAX - JPMorgan Global Allocation Fund Class A 23,000 58.83 3,448 56.55
AFOCX - Archer Focus Fund 1,690 63.91 1,690 58.58
LVPIX - Large-cap Value Profund Investor Class 247 60.73 385 59.74
XRMI - Global X S&P 500 Risk Managed Income ETF 184 59.78 138 57.97
XCLR - Global X S&P 500 Collar 95-110 ETF 32 62.50 24 41.67
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 932,467 27,301,825 26,369,358 62.48 3.54
AASCX - Thrivent Mid Cap Stock Fund Class A 639,920 1,711,535 58.81 1,071,615 59.86 59.72
VETAX - Victory Sycamore Established Value Fund Class A 350,000 4,520,000 58.81 4,170,000 59.86 8.39
PMPRX - MidCap Value Fund I R-3 178,641 683,604 58.81 504,963 59.86 35.38
QUAL - iShares Edge MSCI USA Quality Factor ETF 143,714 5,224,822 58.81 5,081,108 59.86 2.83
HDV - iShares Core High Dividend ETF 69,303 353,732 58.81 284,429 59.86 24.37
FSMDX - Fidelity Mid Cap Index Fund 50,414 613,987 58.81 563,573 59.86 8.95
RYU - Invesco S&P 500 Equal Weight Utilities ETF 49,114 185,016 58.81 135,902 59.86 36.14
FXU - First Trust Utilities AlphaDEX Fund 36,421 116,244 58.81 79,823 59.86 45.63
FUTY - Fidelity MSCI Utilities Index ETF 34,222 302,932 58.81 268,710 59.86 12.74
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A 33,741 186,609 58.81 152,868 59.86 22.07
WWSMX - Westwood Quality Smidcap Fund Ultra Shares 23,538 104,288 58.81 80,750 59.86 29.15
IDU - iShares U.S. Utilities ETF 21,114 203,580 58.81 182,466 59.86 11.57
Gateway Investment Advisers Llc 21,101 438,290 58.61 417,189 62.48 5.06
GAOAX - JPMorgan Global Allocation Fund Class A 19,552 23,000 58.83 3,448 56.55 567.05
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 17,456 196,597 58.81 179,141 59.86 9.74
ALTL - Pacer Lunt Large Cap Alternator ETF 15,052 93,552 58.81 78,500 59.86 19.17
SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 10,076 20,863 58.81 10,787 59.89 93.41
SWPPX - Schwab S&P 500 Index Fund 9,521 453,985 58.81 444,464 59.86 2.14
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 9,143 222,727 58.81 213,584 59.86 4.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
DVY - iShares Select Dividend ETF 239,456 3,673,365 58.81 3,912,821 59.86 -6.12
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 109,205 1,533,411 58.81 1,642,616 59.86 -6.65
EMLP - First Trust North American Energy Infrastructure Fund 89,564 739,153 58.81 828,717 59.86 -10.81
JNBAX - JPMorgan Income Builder Fund Class A 85,279 55,139 58.81 140,418 59.86 -60.73
Dnp Select Income Fund Inc 84,600 1,835,890 58.81 1,920,490 59.86 -4.41
State of Alaska, Department of Revenue 70,239 46,887 58.59 117,126 62.46 -59.97
RSP - Invesco S&P 500 Equal Weight ETF 38,853 1,078,063 58.81 1,116,916 59.86 -3.48
FTA - First Trust Large Cap Value AlphaDEX Fund 31,572 71,716 58.82 103,288 59.86 -30.57
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 16,060 82,921 58.82 98,981 59.86 -16.23
TOK - iShares MSCI Kokusai ETF 15,488 925 58.38 16,413 59.83 -94.36
FFEIX - Nuveen Dividend Value Fund Class A 12,240 737,450 58.81 749,690 59.86 -1.63
TIMVX - TIAA-CREF Mid-Cap Value Fund Institutional Class 11,246 652,762 58.81 664,008 59.86 -1.69
RAZAX - Multi-Asset Growth Strategy Fund Class A 5,305 2,810 58.72 8,115 59.89 -65.37
JPUS - JPMorgan Diversified Return U.S. Equity ETF 5,263 28,334 58.80 33,597 59.86 -15.67
UTES - Virtus Reaves Utilities ETF 4,670 26,194 58.79 30,864 59.88 -15.13
FEX - First Trust Large Cap Core AlphaDEX Fund 4,022 49,691 58.80 53,713 59.86 -7.49
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 3,925 50,230 58.81 54,155 59.87 -7.25
IFM Investors Pty Ltd 3,622 71,896 58.61 75,518 62.48 -4.80
FMCSX - Fidelity Mid-Cap Stock Fund 3,464 1,086,644 58.81 1,090,108 59.86 -0.32
AdvisorNet Financial, Inc 3,417 9,999 58.61 13,416 62.46 -25.47
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Maven Securities LTD 0
PEAK6 Investments LLC 0
Name Previous Calls
CenterStar Asset Management, LLC 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
Contravisory Investment Management, Inc. 7,177 58.66
Centennial Wealth Advisory LLC 3,769 58.64
Tsfg, Llc 18 55.56
ACG Wealth 1
Name Shares PPS
Capital City Trust Co/fl 3,363 62.44
StrongBox Wealth, LLC 3,200 62.50
Name Current Shares Current PPS Previous Shares Previous PPS
Gateway Investment Advisers Llc 438,290 58.61 417,189 62.48
Cambridge Investment Research Advisors, Inc. 93,789 58.61 89,536 62.48
IFM Investors Pty Ltd 71,896 58.61 75,518 62.48
Koshinski Asset Management, Inc. 20,853 0.05 15,228 62.45
Town & Country Bank & Trust CO dba First Bankers Trust CO 19,872 58.63 15,331 62.49
Sumitomo Mitsui DS Asset Management Company, Ltd 17,985 58.60 17,763 62.49
VERITY Wealth Advisors 16,443 58.63 16,443 62.46
Private Advisor Group, LLC 13,684 58.61 13,432 62.54
Marino, Stram & Associates Llc 12,913 58.62 12,902 62.47
Uncommon Cents Investing LLC 12,460 58.59 12,460 62.52
West Financial Advisors, LLC 10,768 58.60 10,768 62.50
Gofen & Glossberg Llc /il/ 9,330 58.63 9,330 62.49
Wbh Advisory Inc 8,504 57.97 8,583 61.28
Perfromance Wealth Partners, LLC 6,774 58.61 6,774 62.44
RDA Financial Network 6,397 58.62 5,192 62.40
Dubuque Bank & Trust Co 5,968 58.65 5,968 62.50
Raymond James Trust N.a. 5,445 58.59 5,437 62.53
IVC Wealth Advisors LLC 5,188 58.60 5,232 62.50
McKinley Carter Wealth Services, Inc. 5,172 58.58 4,720 62.50
Bridges Investment Management Inc 4,875 58.67 4,875 62.56
Ignite Planners, LLC 4,804 57.87 4,957 63.14
Hummer Financial Advisory Services Inc 4,700 58.51 4,700 62.55
West Bancorporation Inc 4,676 58.60 4,676 62.45
Heartland Bank & Trust Co 4,560 58.55 4,560 62.50
Brookstone Capital Management 4,511 57.42 4,512 64.27
Orion Portfolio Solutions, LLC 4,415 58.66 4,005 62.42
Lawson Kroeker Investment Management Inc/ne 4,000 58.50 4,000 62.50
Symmetry Partners, LLC 3,932 58.49 3,932 62.56
Kmg Fiduciary Partners, Llc 3,422 58.74 3,422 62.54
BerganKDV Wealth Management, LLC 2,661 58.62 2,661 62.38
Burleson & Company, LLC 2,220 58.56 2,220 62.61
Gradient Investments LLC 1,500 58.67 1,500 62.67
Pinnacle Bancorp, Inc. 1,072 58.77 160 62.50
Pittenger & Anderson Inc 1,000 59.00 1,000 62.00
Allworth Financial LP 858 58.28 858 62.94
Dividend Asset Capital, Llc 760 59.21 760 61.84
SOA Wealth Advisors, LLC. 591 57.53 591 60.91
Financial Management Professionals, Inc. 583 58.32 559 62.61
Sargent Bickham Lagudis LLC 546 58.61 488 61.48
Parkside Financial Bank & Trust 515 58.25 437 61.78
Wolff Wiese Magana Llc 73 54.79 73 68.49
GBLO - Global Beta Low Beta ETF 51 58.82 26 76.92
Global Retirement Partners, LLC 37 54.05 15 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Franklin Universal Trust 80,000 63.83 80,000 58.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Gateway Investment Advisers Llc 21,101 438,290 58.61 417,189 62.48 5.06
Koshinski Asset Management, Inc. 5,625 20,853 0.05 15,228 62.45 36.94
Town & Country Bank & Trust CO dba First Bankers Trust CO 4,541 19,872 58.63 15,331 62.49 29.62
Cambridge Investment Research Advisors, Inc. 4,253 93,789 58.61 89,536 62.48 4.75
RDA Financial Network 1,205 6,397 58.62 5,192 62.40 23.21
Pinnacle Bancorp, Inc. 912 1,072 58.77 160 62.50 570.00
McKinley Carter Wealth Services, Inc. 452 5,172 58.58 4,720 62.50 9.58
Orion Portfolio Solutions, LLC 410 4,415 58.66 4,005 62.42 10.24
Private Advisor Group, LLC 252 13,684 58.61 13,432 62.54 1.88
Sumitomo Mitsui DS Asset Management Company, Ltd 222 17,985 58.60 17,763 62.49 1.25
Parkside Financial Bank & Trust 78 515 58.25 437 61.78 17.85
Sargent Bickham Lagudis LLC 58 546 58.61 488 61.48 11.89
GBLO - Global Beta Low Beta ETF 25 51 58.82 26 76.92 96.15
Financial Management Professionals, Inc. 24 583 58.32 559 62.61 4.29
Global Retirement Partners, LLC 22 37 54.05 15 66.67 146.67
Marino, Stram & Associates Llc 11 12,913 58.62 12,902 62.47 0.09
Raymond James Trust N.a. 8 5,445 58.59 5,437 62.53 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
IFM Investors Pty Ltd 3,622 71,896 58.61 75,518 62.48 -4.80
Ignite Planners, LLC 153 4,804 57.87 4,957 63.14 -3.09
Wbh Advisory Inc 79 8,504 57.97 8,583 61.28 -0.92
IVC Wealth Advisors LLC 44 5,188 58.60 5,232 62.50 -0.84
Brookstone Capital Management 1 4,511 57.42 4,512 64.27 -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