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 759 95.00 97.08 96.02
Previous Quarter 797 93.00 97.08 95.27

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 34 153 17 95 39 47
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 1 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 6 6 10 2 1 8
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 6,749,545 19.39 48.54 6,560,456 18.85 96.74
Previous Quarter 3,374,021 9.69 97.11 6,560,456 18.85 96.70

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 3,658,710
BlackRock Inc. 3,375,524
BlackRock Inc. 3,374,021 97.11
Vanguard Group Inc 3,298,964 97.11
RIVERBRIDGE PARTNERS LLC 2,784,752
Riverbridge Partners Llc 2,361,772 94.19
Massachusetts Financial Services Co /ma/ 1,815,130 97.11
ArrowMark Colorado Holdings LLC 1,495,466 97.11
IJH - iShares Core S&P Mid-Cap ETF 1,124,164 97.11
FIL Ltd 1,107,337 97.11
State Street Corp 1,090,321 97.11
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,017,490 97.11
Burgundy Asset Management Ltd. 953,373 97.11
MVCAX - MFS Mid Cap Value Fund A 920,360 97.11
NAESX - Vanguard Small-Cap Index Fund Investor Shares 885,498 97.11
Van Berkom & Associates Inc. 857,137 94.19
Dimensional Fund Advisors Lp 739,280 97.11
Geode Capital Management, Llc 579,245 97.11
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 534,572 97.11
VEXMX - Vanguard Extended Market Index Fund Investor Shares 519,262 97.11

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
BlackRock Inc. 3,374,021 97.11
Vanguard Group Inc 3,298,964 97.11
Riverbridge Partners Llc 2,971,340 97.11
Massachusetts Financial Services Co /ma/ 1,815,130 97.11
ArrowMark Colorado Holdings LLC 1,495,466 97.11
IJH - iShares Core S&P Mid-Cap ETF 1,124,164 97.11
FIL Ltd 1,107,337 97.11
State Street Corp 1,090,321 97.11
Van Berkom & Associates Inc. 1,030,685 97.11
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,017,490 97.11
Burgundy Asset Management Ltd. 953,373 97.11
MVCAX - MFS Mid Cap Value Fund A 920,360 97.11
NAESX - Vanguard Small-Cap Index Fund Investor Shares 885,498 97.11
Dimensional Fund Advisors Lp 739,280 97.11
Geode Capital Management, Llc 579,245 97.11
VEXPX - VANGUARD EXPLORER FUND Investor Shares 560,264 83.68
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 534,572 97.11
VEXMX - Vanguard Extended Market Index Fund Investor Shares 519,262 97.11
Wasatch Advisors Inc 510,566 97.11
SMCWX - SMALLCAP WORLD FUND INC Class A 500,000 87.96

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 3,658,710
RIVERBRIDGE PARTNERS LLC 2,784,752
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 187,432
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 124,687 97.11
AASMX - Thrivent Small Cap Stock Fund Class A 119,842 95.97
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 25,249 95.96
FYX - First Trust Small Cap Core AlphaDEX Fund 17,537 95.97
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 12,982 95.98
REBYX - U.S. Small Cap Equity Fund Class Y 8,079 95.93
FYT - First Trust Small Cap Value AlphaDEX Fund 6,982 95.96
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 6,547 95.92
CSML - IQ Chaikin U.S. Small Cap ETF 4,198 96.00
STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 3,000 96.00
RWM Asset Management, LLC 2,329 94.03
COPLX - Copley Fund Inc /nv/ 2,000 89.00
AABFX - Thrivent Balanced Income Plus Fund Class A 1,603 96.07
Money Concepts Capital Corp 1,125 95.11
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 853 96.13
NSFJX - Natixis Sustainable Future 2045 Fund Class N 133 97.74
NSFGX - Natixis Sustainable Future 2035 Fund Class N 132 98.48
Name Shares PPS
SMCWX - SMALLCAP WORLD FUND INC Class A 500,000 87.96
FSGRX - Franklin Small Cap Growth Fund Class A 460,600 79.70
CCASX - Conestoga Small Cap Fund Investors Class 445,655 87.96
WSMNX - William Blair Small-Mid Cap Growth Fund Class N 364,204 87.96
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 124,687 97.11
IJK - iShares S&P Mid-Cap 400 Growth ETF 124,368 87.96
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 47,295 87.96
Jane Street Group, Llc 40,575 97.10
HNMDX - HEARTLAND MID CAP VALUE FUND Institutional Class 32,231 87.96
Walleye Trading LLC 31,800 97.11
SVOAX - Simt Us Managed Volatility Fund Class F 28,936 87.95
CCSMX - Conestoga SMid Cap Fund Investors Class 28,395 87.97
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF 26,151 87.95
B. Metzler seel. Sohn & Co. Holding AG 23,126 87.95
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 21,300 87.98
EZM - WisdomTree U.S. MidCap Fund N/A 20,306 87.95
IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 12,500 88.00
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10,900 87.98
IUSG - iShares Core S&P U.S. Growth ETF 10,221 87.96
TETAX - RBC Enterprise Fund A Shares 5,300 87.92
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5,200 87.88
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 5,100 88.04
TEEAX - RBC Small Cap Core Fund A Shares 5,022 88.01
Heritage Wealth Management, Llc 3,488 88.02
Wedbush Securities Inc 2,222 97.21
Endurance Wealth Management, Inc. 1,222 97.38
SAOAX - Guggenheim Alpha Opportunity Fund A 994 87.53
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 900 87.78
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 834 87.53
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 590 88.14
IFP Advisors, Inc 442 88.24
RYSRX - Guggenheim Long Short Equity Fund Class P 399 87.72
NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 370 89.19
Profunds - Profund Vp Mid-cap Growth 318 88.05
Carroll Financial Associates, Inc. 304 85.53
FVCIX - Fidelity Flex Large Cap Value II Fund 297 80.81
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 125 88.00
Asset Dedication, LLC 88 102.27
MGPIX - Mid-cap Growth Profund Investor Class 67 74.63
Gemmer Asset Management LLC 31 96.77
Ellevest, Inc. 25 80.00
Umb Bank N A/mo 7 142.86
Meridian Wealth Partners, LLC
Trustcore Financial Services, Llc
SG Capital Management LLC
Wolverine Asset Management Llc
Virginia Retirement Systems Et Al
Alps Advisors Inc
Boothbay Fund Management, Llc
Assenagon Asset Management S.A.
Cutler Group LP
Washington Capital Management Inc
Granite Investment Partners, LLC
Rafferty Asset Management, LLC
Denali Advisors Llc
Lindbrook Capital, Llc
Illinois Municipal Retirement Fund
Exos Asset Management LLC
Vigilant Capital Management, LLC
Strategic Blueprint, LLC
Y-Intercept (Hong Kong) Ltd
Fox Run Management, L.l.c.
Montanaro Asset Management Ltd
FORA Capital, LLC
Cerity Partners LLC
Panagora Asset Management Inc
CVA Family Office, LLC
FVAL - Fidelity Value Factor ETF
Cfm Wealth Partners Llc
DekaBank Deutsche Girozentrale
Sowell Financial Services LLC
PEAK6 Investments LLC
Metropolitan Life Insurance Co/ny
DWSH - AdvisorShares Dorsey Wright Short ETF
Owls Nest Partners IA, LLC
Neumeier Poma Investment Counsel Llc
Blair William & Co/il
Tudor Investment Corp Et Al
Motley Fool Asset Management LLC
Summit Global Investments
Balyasny Asset Management Llc
PTMC - Pacer Trendpilot US Mid Cap ETF
Sycomore Asset Management
Advantage Alpha Capital Partners LP
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I
Skandinaviska Enskilda Banken AB (publ)
Kent Lake Capital LLC
Quantamental Technologies LLC
Signet Financial Management, Llc
Magnetar Financial LLC
Conestoga Capital Advisors, LLC
Aquatic Capital Management LLC
Glenmede Trust Co Na
Eaton Vance Management
Confluence Wealth Services, Inc.
O'shaughnessy Asset Management, Llc
Lenox Wealth Advisors, LLC
Van Eck Associates Corp
Norges Bank
Perkins Coie Trust Co
Allianz Asset Management GmbH
Majedie Asset Management Ltd
GFSYX - Strategic Alternatives Fund Institutional
Wrapmanager Inc
Washington Trust Advisors, Inc.
Gotham Asset Management, LLC
Guggenheim Capital Llc
Pinz Capital Management, LP
Exchange Traded Concepts, Llc
FourThought Financial, LLC
Cornercap Investment Counsel Inc
Loomis Sayles & Co L P
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A
XTX Topco Ltd
APG Asset Management N.V.
Point72 Hong Kong Ltd
Campbell & CO Investment Adviser LLC
Group One Trading, L.p.
Bessemer Group Inc
Massmutual Trust Co Fsb/adv
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
Islay Capital Management, Llc
Amundi
Granahan Investment Management Inc/ma
Capital World Investors
Aigen Investment Management, Lp
LMR Partners LLP
Echo Street Capital Management LLC
Sageworth Trust Co
William Blair Investment Management, Llc
RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Taylor Hoffman Wealth Management
Raymond James Trust N.a.
Systematic Alpha Investments, LLC
SECUX - Guggenheim StylePlus - Mid Growth Fund A-Class
RMB Capital Management, LLC
Centiva Capital, LP
Cresset Asset Management, LLC
Agf Investments Inc.
Hartland & Co., LLC
Koshinski Asset Management, Inc.
Marshall Wace, Llp
Sound Income Strategies, LLC
Precept Management LLC
Bellevue Asset Management, Llc
Eagle Bay Advisors LLC
Voloridge Investment Management, Llc
Group One Trading, L.p.
BerganKDV Wealth Management, LLC
BI Asset Management Fondsmaeglerselskab A/S
NN Investment Partners Holdings N.V.
Plante Moran Financial Advisors, LLC
Bbva Usa
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 3,375,524 3,374,021 97.11
Riverbridge Partners Llc 2,361,772 94.19 2,971,340 97.11
Van Berkom & Associates Inc. 857,137 94.19 1,030,685 97.11
Vaughan Nelson Investment Management, L.p. 138,210 94.19 242,408 97.11
Handelsinvest Investeringsforvaltning 98,752 94.19 101,821 97.11
State of Alaska, Department of Revenue 63,652 94.18 23,795 97.08
Truist Financial Corp 22,119 94.17 26,998 97.12
Bell Bank 19,972 94.18 18,912 97.13
Brinker Capital Investments, LLC 9,494 94.16 9,227 97.11
Icon Wealth Partners, LLC 9,103 94.14 15,844 97.13
Louisiana State Employees Retirement System 8,500 91.29 10,400 101.44
New Mexico Educational Retirement Board 5,100 94.12 8,200 97.07
Cambridge Investment Research Advisors, Inc. 3,779 94.20 3,160 97.15
Hengehold Capital Management Llc 3,578 94.19 3,578 96.98
Integrated Investment Consultants, LLC 2,944 94.09 2,944 97.15
Parkside Financial Bank & Trust 1,626 94.10 2,182 97.16
Spire Wealth Management 47 85.11 67 104.48
Name Current Shares Current PPS Previous Shares Previous PPS
VEXPX - VANGUARD EXPLORER FUND Investor Shares 480,852 95.97 560,264 83.68
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 143,759 95.97 172,562 83.68
RPMAX - Reinhart Genesis PMV Fund Investor Class 108,400 89.17 108,400 86.83
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 101,162 95.97 101,162 83.68
FSMDX - Fidelity Mid Cap Index Fund 97,288 95.97 91,541 83.68
DFSTX - U.s. Small Cap Portfolio - Institutional Class 81,895 95.96 81,895 83.68
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 79,088 95.97 79,088 83.68
COWZ - Pacer US Cash Cows 100 ETF 76,314 95.97 38,358 83.69
FXD - First Trust Consumer Discretionary AlphaDEX Fund 68,908 95.97 227,008 83.68
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 60,532 95.97 58,593 83.68
DFAC - Dimensional U.S. Core Equity 2 ETF 51,414 95.97 51,696 83.68
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 41,859 95.97 32,002 83.68
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 37,237 95.98 38,113 83.67
DFAS - Dimensional U.S. Small Cap ETF 37,205 95.98 23,064 83.68
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF 36,028 95.98 36,330 83.68
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 34,604 95.97 34,604 83.69
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 33,645 95.97 28,406 83.68
PKW - Invesco BuyBack Achievers ETF 26,412 95.98 30,366 83.68
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 25,569 95.98 25,569 83.70
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 23,498 95.97 4,401 83.62
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
State of Alaska, Department of Revenue 39,857 63,652 94.18 23,795 97.08 167.50
COWZ - Pacer US Cash Cows 100 ETF 37,956 76,314 95.97 38,358 83.69 98.95
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 19,097 23,498 95.97 4,401 83.62 433.92
DFAS - Dimensional U.S. Small Cap ETF 14,141 37,205 95.98 23,064 83.68 61.31
DFAT - Dimensional U.S. Targeted Value ETF 13,052 17,781 95.95 4,729 83.74 276.00
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 9,857 41,859 95.97 32,002 83.68 30.80
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 8,031 10,704 95.95 2,673 83.80 300.45
TAAAX - Thrivent Aggressive Allocation Fund Class A 6,916 9,638 95.97 2,722 83.76 254.08
FSMDX - Fidelity Mid Cap Index Fund 5,747 97,288 95.97 91,541 83.68 6.28
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 5,239 33,645 95.97 28,406 83.68 18.44
THMAX - Thrivent Moderate Allocation Fund Class A 2,563 4,587 95.92 2,024 83.50 126.63
JQUA - JPMorgan U.S. Quality Factor ETF 2,448 10,090 95.94 7,642 83.62 32.03
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 1,939 60,532 95.97 58,593 83.68 3.31
BlackRock Inc. 1,503 3,375,524 3,374,021 97.11 0.04
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1,450 19,535 95.98 18,085 83.66 8.02
PMPRX - MidCap Value Fund I R-3 1,449 2,949 95.96 1,500 84.00 96.60
FLCOX - Fidelity Large Cap Value Index Fund 1,410 10,677 96.00 9,267 83.63 15.22
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1,086 1,616 95.92 530 83.02 204.91
Bell Bank 1,060 19,972 94.18 18,912 97.13 5.60
JVAL - JPMorgan U.S. Value Factor ETF 924 8,660 95.96 7,736 83.63 11.94
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Riverbridge Partners Llc 609,568 2,361,772 94.19 2,971,340 97.11 -20.51
Van Berkom & Associates Inc. 173,548 857,137 94.19 1,030,685 97.11 -16.84
FXD - First Trust Consumer Discretionary AlphaDEX Fund 158,100 68,908 95.97 227,008 83.68 -69.65
Vaughan Nelson Investment Management, L.p. 104,198 138,210 94.19 242,408 97.11 -42.98
VEXPX - VANGUARD EXPLORER FUND Investor Shares 79,412 480,852 95.97 560,264 83.68 -14.17
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 28,803 143,759 95.97 172,562 83.68 -16.69
Icon Wealth Partners, LLC 6,741 9,103 94.14 15,844 97.13 -42.55
Truist Financial Corp 4,879 22,119 94.17 26,998 97.12 -18.07
PKW - Invesco BuyBack Achievers ETF 3,954 26,412 95.98 30,366 83.68 -13.02
New Mexico Educational Retirement Board 3,100 5,100 94.12 8,200 97.07 -37.80
Handelsinvest Investeringsforvaltning 3,069 98,752 94.19 101,821 97.11 -3.01
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 2,734 17,149 95.98 19,883 83.69 -13.75
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 2,657 4,288 96.08 6,945 83.66 -38.26
FAB - First Trust Multi Cap Value AlphaDEX Fund 2,354 974 95.48 3,328 83.53 -70.73
Louisiana State Employees Retirement System 1,900 8,500 91.29 10,400 101.44 -18.27
IYC - iShares U.S. Consumer Services ETF 1,620 7,235 95.92 8,855 83.68 -18.29
FDIS - Fidelity MSCI Consumer Discretionary Index ETF 1,395 16,252 95.99 17,647 83.70 -7.91
EWMC - Invesco S&P MidCap 400 Equal Weight ETF 897 3,455 96.09 4,352 83.64 -20.61
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 876 37,237 95.98 38,113 83.67 -2.30
GMXAX - Nationwide Mid Cap Market Index Fund Class A 610 13,192 95.97 13,802 83.68 -4.42
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
NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A
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
COPLX - Copley Fund Inc /nv/ 2,000 89.00
Money Concepts Capital Corp 1,125 95.11
Trust Co Of Vermont 55 90.91
Urban Wealth Management, LLC 12 83.33
Steward Financial Group LLC 11 90.91
Morton Brown Family Wealth, LLC 3
Name Shares PPS
Ellevest, Inc. 25 80.00
Wedbush Securities Inc 2,222 97.21
Endurance Wealth Management, Inc. 1,222 97.38
Gemmer Asset Management LLC 31 96.77
Asset Dedication, LLC 88 102.27
Umb Bank N A/mo 7 142.86
Name Current Shares Current PPS Previous Shares Previous PPS
Van Berkom & Associates Inc. 857,137 94.19 1,030,685 97.11
Vaughan Nelson Investment Management, L.p. 138,210 94.19 242,408 97.11
Truist Financial Corp 22,119 94.17 26,998 97.12
Brinker Capital Investments, LLC 9,494 94.16 9,227 97.11
Icon Wealth Partners, LLC 9,103 94.14 15,844 97.13
Louisiana State Employees Retirement System 8,500 91.29 10,400 101.44
New Mexico Educational Retirement Board 5,100 94.12 8,200 97.07
Hengehold Capital Management Llc 3,578 94.19 3,578 96.98
Integrated Investment Consultants, LLC 2,944 94.09 2,944 97.15
Spire Wealth Management 47 85.11 67 104.48
Name Current Shares Current PPS Previous Shares Previous PPS
RPMAX - Reinhart Genesis PMV Fund Investor Class 108,400 89.17 108,400 86.83
SPMIX - S&P MidCap Index Fund Direct Shares 2,084 89.25 2,394 86.88
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Brinker Capital Investments, LLC 267 9,494 94.16 9,227 97.11 2.89
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Van Berkom & Associates Inc. 173,548 857,137 94.19 1,030,685 97.11 -16.84
Vaughan Nelson Investment Management, L.p. 104,198 138,210 94.19 242,408 97.11 -42.98
Icon Wealth Partners, LLC 6,741 9,103 94.14 15,844 97.13 -42.55
Truist Financial Corp 4,879 22,119 94.17 26,998 97.12 -18.07
New Mexico Educational Retirement Board 3,100 5,100 94.12 8,200 97.07 -37.80
Louisiana State Employees Retirement System 1,900 8,500 91.29 10,400 101.44 -18.27
SPMIX - S&P MidCap Index Fund Direct Shares 310 2,084 89.25 2,394 86.88 -12.95
Spire Wealth Management 20 47 85.11 67 104.48 -29.85
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