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 2,150 265.00 175.75 176.56
Previous Quarter 2,252 361.00 175.74 176.42

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 49 339 205 186 156 145
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 14 21 93 27 44 37
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 1 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 16,014,399 4.88 175.75 42,436,429 12.93 175.64
Previous Quarter 16,010,036 4.88 175.74 42,430,259 12.92 175.60

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
JWM Family Enterprises, Inc. 35,963,672
Vanguard Group Inc 21,483,503 175.75
VANGUARD GROUP INC 20,956,076
BlackRock Inc. 15,956,130 175.75
Fmr Llc 14,799,931 175.75
State Street Corp 11,656,435 175.75
FMR LLC 11,385,238
Eagle Capital Management Llc 8,911,383 175.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,005,762 175.75
Massachusetts Financial Services Co /ma/ 7,570,396 175.75
Jpmorgan Chase & Co 7,088,471 175.75
VFINX - Vanguard 500 Index Fund Investor Shares 5,987,594 175.75
Invesco Qqq Trust, Series 1 4,724,711 175.75
Geode Capital Management, Llc 4,612,642 175.26
Jennison Associates Llc 3,705,862 175.75
MEIAX - MFS Value Fund A 3,674,222 171.58
Capital World Investors 3,621,045 175.75
Price T Rowe Associates Inc /md/ 3,294,378 175.75
Goldman Sachs Group Inc 3,214,891 175.75
Invesco Ltd. 3,201,583 175.75

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 21,483,503 175.75
BlackRock Inc. 15,956,130 175.75
Fmr Llc 14,799,931 175.75
State Street Corp 11,656,435 175.75
Eagle Capital Management Llc 8,911,383 175.75
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,005,762 175.75
Massachusetts Financial Services Co /ma/ 7,570,396 175.75
Jpmorgan Chase & Co 7,088,471 175.75
VFINX - Vanguard 500 Index Fund Investor Shares 5,987,594 175.75
Invesco Qqq Trust, Series 1 4,724,711 175.75
Geode Capital Management, Llc 4,612,642 175.26
MEIAX - MFS Value Fund A 3,744,300 170.14
Jennison Associates Llc 3,705,862 175.75
Capital World Investors 3,621,045 175.75
Price T Rowe Associates Inc /md/ 3,294,378 175.75
Goldman Sachs Group Inc 3,214,891 175.75
Invesco Ltd. 3,201,583 175.75
Spdr S&p 500 Etf Trust 2,968,339 175.75
Bank of New York Mellon Corp 2,908,941 175.75
FXAIX - Fidelity 500 Index Fund 2,801,611 170.14

 

Recent Quarter Analysis

Name Shares PPS
JWM Family Enterprises, Inc. 35,963,672
VANGUARD GROUP INC 20,956,076
FMR LLC 11,385,238
TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 137,565 177.52
SHAPX - ClearBridge Appreciation Fund Class A 63,994 177.52
PWB - Invesco Dynamic Large Cap Growth ETF 53,028 177.53
AllianzGI Artificial Intelligence & Technology Opportunities Fund 46,160 177.51
Walker Asset Management, LLC 33,170 165.21
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 29,417 175.75
Knights of Columbus Asset Advisors LLC 28,500 175.75
GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional 21,036 177.51
PCLCX - PACE Large Co Growth Equity Investments Class P 18,489 177.51
Minichmacgregor Wealth Management, Llc 10,679 135.97
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 10,052 171.61
44 Wealth Management Llc 7,236 135.99
CHGX - AXS Change Finance ESG ETF 6,644 177.45
PEZ - Invesco DWA Consumer Cyclicals Momentum ETF 5,381 177.48
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5,366 171.64
WWIDX - Wells Fargo Large Company Value Fund Administrator Class 4,883 177.55
FFTY - Innovator IBD(R) 50 ETF 4,346 177.63
Name Shares PPS
Jpmorgan Chase & Co 7,088,471 175.75
Jpmorgan Chase & Co 7,088,471 175.75
Bank Of America Corp /de/ 2,480,597 175.75
Melvin Capital Management LP 1,704,680 175.75
Sarasin & Partners LLP 1,129,852 175.75
Wells Fargo & Company/mn 840,795 175.75
Citigroup Inc 536,433 175.75
FBLEX - Fidelity Series Stock Selector Large Cap Value Fund 516,800 160.02
Squarepoint Ops LLC 445,686 175.75
Barclays Plc 385,623 175.75
Man Group plc 319,598 175.75
Man Group plc 319,598 175.75
Credit Suisse Ag/ 307,804 175.92
Bnp Paribas Arbitrage, Sa 215,127 175.75
Pathstone Family Office, Llc 174,961 175.95
Simplex Trading, Llc 171,900 175.75
Balyasny Asset Management Llc 130,991 175.75
Marshall Wace North America L.P. 111,625 148.09
NorthCoast Asset Management LLC 102,353 148.10
Aaron Wealth Advisors LLC 88,578 5.69
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 74,000 148.09
Tudor Investment Corp Et Al 53,295 175.76
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 29,417 175.75
Knights of Columbus Asset Advisors LLC 28,500 175.75
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 25,300 160.04
CLTAX - Catalyst/Lyons Tactical Allocation Fund Class A 15,202 148.07
Two Sigma Investments, Lp 14,369 175.73
Two Sigma Investments, Lp 14,369 175.73
VPVGMMV - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 13,272 148.06
Cherry Creek Investment Advisors, Inc. 12,359 175.74
PGMAX - PIMCO Global Core Asset Allocation Fund A 10,410 148.13
McMahon Financial Advisors, LLC 10,366
HAP Trading, LLC 9,200 26.85
Optimal Asset Management, Inc. 8,787 148.06
World Asset Management Inc 6,506 148.02
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 6,234 148.06
B. Metzler seel. Sohn & Co. Holding AG 6,231 148.13
MAI Capital Management 4,580 175.76
MAI Capital Management 4,580 175.76
IBM Retirement Fund 4,339 175.85
New England Research & Management, Inc. 4,132 175.70
Stonnington Group, Llc 4,050 162.47
IFP Advisors, Inc 3,773 166.98
Farr Miller & Washington Llc/dc 3,767 148.13
Clarus Wealth Advisors 3,250 162.46
NOLCX - Northern Large Cap Core Fund 3,247 148.14
Professional Planning 3,233 147.85
Teamwork Financial Advisors, LLC 3,211 175.65
AMG National Trust Bank 3,088 175.84
Ameritas Investment Corp 3,036
Fma Advisory Inc 3,010 148.17
Maven Securities LTD 2,600 175.77
Vigilare Wealth Management 2,142 175.54
Heritage Wealth Management, Llc 2,094 148.04
Castle Rock Wealth Management, LLC 1,964 188.90
First Midwest Bank Trust Division 1,919 165.71
Weybosset Research & Management Llc 1,875 165.33
LifePro Asset Management 1,740 175.86
Brookstone Capital Management 1,658 162.24
Mid Atlantic Financial Management Inc/adv 1,658 147.77
Laurion Capital Management LP 1,600 175.62
Laurion Capital Management LP 1,600 175.62
Integrated Investment Consultants, LLC 1,598 175.84
Crescent Capital Consulting, LLC 1,528 164.92
Highview Capital Management LLC/DE/ 1,500 176.00
Lake Street Financial Llc 1,500 176.00
HighPoint Advisor Group LLC 1,442 148.40
Essex Savings Bank 1,437 176.06
Pendal Group Ltd 1,432 175.98
Octavia Wealth Advisors, LLC 1,424 175.56
Berman Capital Advisors, LLC 1,402 147.65
Johnson Bixby & Associates, LLC 1,402 175.46
Greenspring Advisors, LLC 1,372 175.66
McAdam, LLC 1,359 175.86
Carroll Financial Associates, Inc. 1,307 166.79
Kohmann Bosshard Financial Services, LLC 1,293 175.56
Wolf Group Capital Advisors 1,293 175.56
Vista Wealth Management Group, LLC 1,292 175.70
Boenning & Scattergood, Inc. 1,276 175.55
Mayflower Financial Advisors, LLC 1,274 175.82
Round Table Services, LLC 1,265 175.49
Pathway Financial Advisors LLC 1,153 176.06
Ferguson Wellman Capital Management, Inc 1,145 175.55
Shore Point Advisors, LLC 1,142 176.01
C2C Wealth Management, LLC 1,047 192.93
Sonora Investment Management, LLC 1,019 148.18
Security National Trust Co 964 136.93
VIVAX - Vanguard Value Index Fund Investor Shares 930 148.39
Mizuho Securities Co. Ltd. 640 175.00
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 633 159.56
GDMYX - Defensive Market Strategies Fund Institutional 579 148.53
Wealth Quarterback LLC 573
GONIX - Gotham Neutral Fund Institutional Class 484 148.76
Herold Advisors, Inc. 400 175750.00
GDLFX - Gotham Defensive Long 500 Fund Institutional Class 385 148.05
Harel Insurance Investments & Financial Services Ltd. 327 174.31
Koshinski Asset Management, Inc. 291 175.26
Gemmer Asset Management LLC 275 174.55
Parkside Investments, LLC 250 172.00
TCHP - T. Rowe Price Blue Chip Growth ETF 226 146.02
Markston International Llc 200 165.00
GCHDX - Gotham Hedged Core Fund Institutional Class 163 147.24
MML Series Investment Fund II - MML Equity Rotation Fund Class II 157 146.50
Tarbox Family Office, Inc. 146 178.08
Proffitt & Goodson Inc 129 178.29
Tradewinds Capital Management, LLC 70 171.43
Washington Trust Advisors, Inc. 15 200.00
PIBAX - PGIM BALANCED FUND Class A
Atticus Wealth Management, Llc
XFBRX - Mid Cap Portfolio Investor Class
Global Strategic Investment Solutions, LLC
Beck Bode, LLC
Magnetar Financial LLC
Asset Dedication, LLC
PRW Wealth Management LLC
Ironwood Wealth Management, Inc.
Activest Wealth Management
MRJIX - Real Assets Portfolio Class I
CHGX - Change Finance U.S. Large Cap Fossil Fuel Free ETF
Norris Perne & French Llp/mi
Regal Investment Advisors LLC
MKP Capital Management, L.L.C.
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Shell Asset Management Co
AABFX - Thrivent Balanced Income Plus Fund Class A
Schwab Charitable Fund
TPLGX - T. Rowe Price Institutional Large-Cap Core Growth Fund
Hrt Financial Lp
Eii Capital Management, Inc.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Seacrest Wealth Management, Llc
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Monumental Financial Group Inc.
Myriad Asset Management Ltd.
Harwood Advisory Group, LLC
T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Jefferies Group LLC
TAAAX - Thrivent Aggressive Allocation Fund Class A
QCGRRX - Growth Account Class R1
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A
Telos Capital Management, Inc.
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
CMH Wealth Management LLC
Emfo, Llc
JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
AIVSX - INVESTMENT CO OF AMERICA Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class
FTHI - First Trust BuyWrite Income ETF
THMAX - Thrivent Moderate Allocation Fund Class A
Oakworth Capital, Inc.
Avion Wealth
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
Linscomb & Williams, Inc.
Duquesne Family Office LLC
Ranger Global Real Estate Advisors, LLC
CX Institutional
Claraphi Advisory Network, LLC
Bp Plc
Twinbeech Capital Lp
Burney Co/
Brasada Capital Management, Lp
BlueDrive Global Investors LLP
Weld Capital Management Llc
Masterton Capital Management, LP
Standard Family Office LLC
JQUA - JPMorgan U.S. Quality Factor ETF
TIREX - TIAA-CREF Real Estate Securities Fund Institutional Class
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Truadvice, LLC
Strategic Blueprint, LLC
MBCGX - MassMutual Select Blue Chip Growth Fund Class A
Townsquare Capital Llc
TRUE Private Wealth Advisors
KCRIX - Knights Of Columbus Global Real Estate Fund I Shares
DiMeo Schneider & Associates, L.L.C.
Andrew Hill Investment Advisors, Inc.
Landsberg, Bennett, & Dubbaneh LLC
AFALX - Applied Finance Core Fund Investor Class
Chilton Capital Management Llc
Qtron Investments LLC
Infini Master Fund
TD Capital Management LLC
Phoenix Wealth Advisors
Ironwood Financial, llc
Lafayette Investments, Inc.
Peregrine Asset Advisers, Inc.
Kowal Investment Group, LLC
FIIAX - Fidelity Advisor Mid Cap II Fund Class A
Cowa, Llc
Meridian Wealth Partners, LLC
Ardevora Asset Management LLP
Amplius Wealth Advisors, LLC
South Dakota Investment Council
Emerald Investment Partners, Llc
Tfo-tdc, Llc
Dynamic Technology Lab Private Ltd
Neo Ivy Capital Management
Sterling Financial Planning, Inc.
Crescent Grove Advisors, LLC
PGGM Investments
Vestmark Advisory Solutions, Inc.
B&D White Capital Company, LLC
Norges Bank
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
Eagle Bay Advisors LLC
Ford Financial Group, LLC
Gerber Kawasaki Wealth & Investment Management
Thompson Davis & Co., Inc.
Hillman Capital Management, Inc.
Mbb Public Markets I Llc
Old North State Trust, LLC
WealthPLAN Partners, LLC
AAHYX - Thrivent Diversified Income Plus Fund Class A
Mirabella Financial Services Llp
Cahill Financial Advisors Inc
VMVLX - Vanguard Mega Cap Value Index Fund Institutional Shares
SOUTH STATE Corp
XN Exponent Advisors LLC
Red Door Wealth Management, LLC
NOLVX - Northern Large Cap Value Fund
Y-Intercept (Hong Kong) Ltd
Hilltop Holdings Inc.
Jacobson & Schmitt Advisors, Llc
Better Money Decisions, LLC
Johnson Financial Group, LLC
GoalVest Advisory LLC
FTQI - First Trust Hedged BuyWrite Income ETF
Point72 Asset Management, L.P.
Modus Advisors, LLC
James Reed Financial Services, Inc.
NSI Retail Advisors, LLC
Ade, Llc
Stevens Capital Management Lp
Roosevelt Investment Group Llc
Ledyard National Bank
Signet Financial Management, Llc
Cassady Schiller Wealth Management, LLC
Engine No. 1 Llc
Meiji Yasuda Life Insurance Co
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
Retirement Planning Co of New England, Inc.
Helios Capital Management Pte. Ltd
Carlson Capital L P
TLRSX - Real Estate Securities Fund
Investors Financial Group, LLC
Sentinel Trust Co Lba
One Wealth Advisors, LLC
Morningstar Funds Trust - Morningstar Alternatives Fund
ALTL - Pacer Lunt Large Cap Alternator ETF
Occudo Quantitative Strategies Lp
RGT Wealth Advisors, LLC
Allegheny Financial Group LTD
St. Louis Trust Co
LEQAX - LoCorr Dynamic Equity Fund Class A
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Marks Group Wealth Management, Inc
Arkadios Wealth Advisors
Profunds - Profund Vp Large-cap Growth
Winch Advisory Services, LLC
Duality Advisers, Lp
PGLOX - T. Rowe Price Global Consumer Fund
Fundsmith LLP
Enlightenment Research, LLC
Proem Advisors LLC
STFGX - State Farm Growth Fund
Atlas Private Wealth Advisors
GFSYX - Strategic Alternatives Fund Institutional
Rinkey Investments
La Financiere De L'echiquier
Widmann Financial Services, Inc.
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc.
Samlyn Capital, Llc
Chronos Wealth Management, LLC
Ellevest, Inc.
Aquire Wealth Advisors, LLC
AMP Capital Investors Ltd
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
Barrett Asset Management, LLC
LGPIX - Large-cap Growth Profund Investor Class
Laurel Wealth Planning LLC
FSLVX - Fidelity Stock Selector Large Cap Value Fund
Alpha Paradigm Partners, LLC
Baltimore-Washington Financial Advisors, Inc.
Resolute Advisors LLC
Kalos Management, Inc.
Carroll Investors, Inc
Penobscot Investment Management Company, Inc.
Intrinsic Edge Capital Management LLC
Capitolis Advisors LLC
Total Clarity Wealth Management, Inc.
FWWFX - Fidelity Worldwide Fund
1832 Asset Management L.P.
Edge Wealth Management LLC
Brendel Financial Advisors LLC
SBK Financial, Inc.
Quantitative Investment Management, LLC
Stonebridge Financial Planning Group, LLC
Dark Forest Capital Management Lp
180 Wealth Advisors, Llc
Henrickson Nauta Wealth Advisors, Inc.
WestEnd Advisors, LLC
Strategic Wealth Partners, Ltd.
Intact Investment Management Inc.
Palisade Capital Management Llc/nj
Rather & Kittrell, Inc.
Fsb Premier Wealth Management, Inc.
Enterprise Financial Services Corp
Consolidated Planning Corp
Sciencast Management LP
Mason & Associates Inc
Optiver Holding B.V.
Us Financial Advisors, Llc
Atom Investors LP
Barings Llc
Richard Bernstein Advisors LLC
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
Ally Financial Inc.
Capula Management Ltd
Ahrens Investment Partners LLC
Golden Green, Inc.
Appleton Group, Llc
Glenview Capital Management, Llc
Evolution Wealth Advisors, LLC
Wagner Wealth Management, Llc
Shay Capital LLC
Broad Peak Investment Holdings Ltd.
Jupiter Asset Management Ltd
Bourgeon Capital Management Llc
Pensionfund DSM Netherlands
Summit Partners Public Asset Management, Llc
Capula Management Ltd
Prime Capital Investment Advisors, LLC
Plaisance Capital LLC
Capital Management Associates /ny/
Capula Management Ltd
Fulcrum Equity Management
Summit Partners Public Asset Management, Llc
Jacobs Levy Equity Management, Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Eastern Bank 124,470 136.01 123,832 175.75
Commonwealth Equity Services, Llc 124,006 136.01 126,182 175.75
Spectrum Financial Alliance Ltd LLC 122,562 136.01 118,235 175.73
Allspring Global Investments Holdings, LLC 122,464 136.00 309,398 175.74
Strs Ohio 117,427 136.01 108,192 175.74
Windward Capital Management Co /ca 117,225 136.00 116,536 175.75
Geneos Wealth Management Inc. 108,995 139.17 108,995 175.74
Franklin Street Advisors Inc /nc 96,381 136.01 102,016 175.75
Stillwater Capital Advisors, LLC 83,226 136.02 82,804 175.75
Umb Bank N A/mo 82,850 136.02 81,020 175.76
Abner Herrman & Brock Llc 75,414 136.01 106,030 175.75
Savant Capital, LLC 67,116 136.00 66,876 175.76
Folger Nolan Fleming Douglas Capital Management, Inc 62,794 136.02 62,799 175.75
Spire Wealth Management 57,155 136.02 53,539 175.76
Truist Financial Corp 55,649 136.01 49,679 175.77
Stratos Wealth Partners, LTD. 50,491 136.00 31,874 175.75
Grassi Investment Management 50,000 136.00 50,000 175.74
Brinker Capital Investments, LLC 49,535 136.00 42,764 175.76
IFM Investors Pty Ltd 48,519 136.01 41,670 175.76
Gulf International Bank (UK) Ltd 48,259 137.72 48,259 175.74
Name Current Shares Current PPS Previous Shares Previous PPS
MEIAX - MFS Value Fund A 3,674,222 171.58 3,744,300 170.14
HACAX - Harbor Capital Appreciation Fund Institutional Class 1,827,670 177.52 1,949,744 161.12
FBGRX - Fidelity Blue Chip Growth Fund 1,472,624 177.52 1,405,765 161.12
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 938,175 177.52 1,360,953 161.12
SWPPX - Schwab S&P 500 Index Fund 495,445 177.52 485,689 161.12
NEWFX - NEW WORLD FUND INC Class A 494,522 177.52 669,222 161.12
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 456,949 171.58 456,949 170.14
PEJ - Invesco Dynamic Leisure and Entertainment ETF 425,731 177.52 403,657 161.12
RSP - Invesco S&P 500 Equal Weight ETF 401,590 177.52 409,326 161.12
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 260,261 177.52 125,102 161.12
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 223,050 177.52 223,050 161.12
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 215,980 177.52 202,475 161.12
SCHX - Schwab U.S. Large-Cap ETF 213,676 171.58 221,756 170.14
DURPX - U.S. High Relative Profitability Portfolio Institutional Class 211,117 177.52 211,117 161.12
FDGFX - Fidelity Dividend Growth Fund 193,300 177.52 189,400 161.12
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 191,220 177.52 191,220 161.12
QYLD - Global X NASDAQ 100 Covered Call ETF 188,983 177.52 152,305 161.12
FBCGX - Fidelity Blue Chip Growth K6 Fund 186,381 177.52 169,270 161.12
NLSAX - Neuberger Berman Long Short Fund Class A 178,578 177.52 194,769 161.12
FSBDX - Fidelity Series Blue Chip Growth Fund 176,400 177.52 146,700 161.12
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 135,159 260,261 177.52 125,102 161.12 108.04
GAM Holding AG 125,340 125,342 136.00 2 6267000.00
FBGRX - Fidelity Blue Chip Growth Fund 66,859 1,472,624 177.52 1,405,765 161.12 4.76
GAOAX - JPMorgan Global Allocation Fund Class A 54,460 108,016 177.52 53,556 161.12 101.69
QYLD - Global X NASDAQ 100 Covered Call ETF 36,678 188,983 177.52 152,305 161.12 24.08
FSBDX - Fidelity Series Blue Chip Growth Fund 29,700 176,400 177.52 146,700 161.12 20.25
QQQM - Invesco NASDAQ 100 ETF 24,601 116,222 171.58 91,621 170.14 26.85
PEJ - Invesco Dynamic Leisure and Entertainment ETF 22,074 425,731 177.52 403,657 161.12 5.47
BTC Capital Management, Inc. 21,940 28,545 135.30 6,605 175.47 332.17
Stratos Wealth Partners, LTD. 18,617 50,491 136.00 31,874 175.75 58.41
FBCGX - Fidelity Blue Chip Growth K6 Fund 17,111 186,381 177.52 169,270 161.12 10.11
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 13,505 215,980 177.52 202,475 161.12 6.67
FDEQX - Fidelity Disciplined Equity Fund 11,300 66,900 177.52 55,600 161.12 20.32
TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 11,211 136,334 177.52 125,123 161.12 8.96
Chemung Canal Trust Co 10,976 36,190 136.00 25,214 175.78 43.53
SWPPX - Schwab S&P 500 Index Fund 9,756 495,445 177.52 485,689 161.12 2.01
Strs Ohio 9,235 117,427 136.01 108,192 175.74 8.54
QQQE - Direxion NASDAQ-100(R) Equal Weighted Index Shares 8,651 37,737 177.52 29,086 161.11 29.74
FXD - First Trust Consumer Discretionary AlphaDEX Fund 8,581 38,016 177.53 29,435 161.13 29.15
FSPGX - Fidelity Large Cap Growth Index Fund 7,791 124,110 177.52 116,319 161.12 6.70
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
AWSHX - WASHINGTON MUTUAL INVESTORS FUND Class A 422,778 938,175 177.52 1,360,953 161.12 -31.06
Allspring Global Investments Holdings, LLC 186,934 122,464 136.00 309,398 175.74 -60.42
NEWFX - NEW WORLD FUND INC Class A 174,700 494,522 177.52 669,222 161.12 -26.10
Gillespie Robinson & Grimm Inc 128,814 21,171 135.99 149,985 175.75 -85.88
HACAX - Harbor Capital Appreciation Fund Institutional Class 122,074 1,827,670 177.52 1,949,744 161.12 -6.26
MEIAX - MFS Value Fund A 70,078 3,674,222 171.58 3,744,300 170.14 -1.87
Baldwin Brothers Inc/ma 38,279 39,604 136.00 77,883 175.75 -49.15
Inverness Counsel Llc /ny/ 30,856 4,690 136.03 35,546 175.74 -86.81
Abner Herrman & Brock Llc 30,616 75,414 136.01 106,030 175.75 -28.87
GCGIX - Goldman Sachs Large Cap Growth Insights Fund Institutional 22,098 79,210 177.52 101,308 161.12 -21.81
TOK - iShares MSCI Kokusai ETF 19,559 961 177.94 20,520 161.11 -95.32
CRAAX - Columbia Adaptive Risk Allocation Fund Class A 18,842 6,692 171.55 25,534 170.13 -73.79
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 17,538 90,620 177.52 108,158 161.12 -16.22
NLSAX - Neuberger Berman Long Short Fund Class A 16,191 178,578 177.52 194,769 161.12 -8.31
GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional 13,827 65,547 177.52 79,374 161.12 -17.42
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 12,845 13,155 177.50 26,000 161.12 -49.40
IYC - iShares U.S. Consumer Services ETF 10,858 49,913 177.53 60,771 161.11 -17.87
MWEFX - MFS Global Equity Fund A 10,845 120,320 177.52 131,165 161.12 -8.27
RCD - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 10,264 38,628 177.51 48,892 161.11 -20.99
POGRX - PRIMECAP Odyssey Growth Fund 9,800 39,900 177.52 49,700 161.13 -19.72
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Shay Capital LLC 0
Capula Management Ltd 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
Walker Asset Management, LLC 33,170 165.21
CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 10,052 171.61
44 Wealth Management Llc 7,236 135.99
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 5,366 171.64
ABWAX - AB All Market Total Return Portfolio Class A 3,129 171.62
Western Financial Corporation 2,764 136.03
Old National Bancorp /in/ 1,919 136.01
Obsidian Personal Planning Solutions LLC 1,805 135.73
SBB Research Group LLC 1,602 136.08
PFG Private Wealth Management, LLC 473 135.31
Heritage Financial Services, LLC 127 133.86
Founders Capital Management 64 140.62
Enterprise Trust & Investment Co 21 142.86
Horan Securities, Inc. 10 100.00
Name Shares PPS
New England Research & Management, Inc. 4,132 175.70
Wolf Group Capital Advisors 1,293 175.56
Integrated Investment Consultants, LLC 1,598 175.84
Harel Insurance Investments & Financial Services Ltd. 327 174.31
Essex Savings Bank 1,437 176.06
Shore Point Advisors, LLC 1,142 176.01
Cherry Creek Investment Advisors, Inc. 12,359 175.74
Aaron Wealth Advisors LLC 88,578 5.69
Tradewinds Capital Management, LLC 70 171.43
Tarbox Family Office, Inc. 146 178.08
Gemmer Asset Management LLC 275 174.55
IBM Retirement Fund 4,339 175.85
Highview Capital Management LLC/DE/ 1,500 176.00
Washington Trust Advisors, Inc. 15 200.00
Pendal Group Ltd 1,432 175.98
C2C Wealth Management, LLC 1,047 192.93
Proffitt & Goodson Inc 129 178.29
Pathway Financial Advisors LLC 1,153 176.06
Mizuho Securities Co. Ltd. 640 175.00
Teamwork Financial Advisors, LLC 3,211 175.65
Round Table Services, LLC 1,265 175.49
Name Current Shares Current PPS Previous Shares Previous PPS
Eastern Bank 124,470 136.01 123,832 175.75
Commonwealth Equity Services, Llc 124,006 136.01 126,182 175.75
Spectrum Financial Alliance Ltd LLC 122,562 136.01 118,235 175.73
Allspring Global Investments Holdings, LLC 122,464 136.00 309,398 175.74
Strs Ohio 117,427 136.01 108,192 175.74
Geneos Wealth Management Inc. 108,995 139.17 108,995 175.74
Umb Bank N A/mo 82,850 136.02 81,020 175.76
Savant Capital, LLC 67,116 136.00 66,876 175.76
Spire Wealth Management 57,155 136.02 53,539 175.76
Truist Financial Corp 55,649 136.01 49,679 175.77
Stratos Wealth Partners, LTD. 50,491 136.00 31,874 175.75
Gulf International Bank (UK) Ltd 48,259 137.72 48,259 175.74
First Fiduciary Investment Counsel, Inc. 43,236 136.02 43,428 175.74
Louisiana State Employees Retirement System 34,900 150.92 34,700 190.29
Townsend Asset Management Corp /nc/ /adv 29,258 136.00 29,023 175.76
Lincoln Capital LLC 29,200 136.03 29,398 175.76
BTC Capital Management, Inc. 28,545 135.30 6,605 175.47
HighTower Trust Services, LTA 27,911 144.60 29,416 175.75
GenTrust, LLC 27,830 136.00 28,130 175.76
Hartford Investment Management Co 26,408 136.02 25,938 175.77
Sandy Spring Bank 24,149 136.03 24,579 175.76
Oregon Public Employees Retirement Fund 21,553 135.99 21,973 175.76
Tandem Capital Management Corp /adv 17,639 136.01 17,639 179.49
Junson Asset Management (Hong Kong) Ltd 16,854 135.99 16,854 175.74
Patton Fund Management, Inc. 15,257 136.00 13,169 175.72
New Mexico Educational Retirement Board 15,161 136.01 15,861 175.78
Mcdonald Partners Llc 12,991 136.02 13,066 175.72
Wealthfront Advisers Llc 12,570 136.04 13,822 175.73
Baxter Bros Inc 11,930 136.04 11,980 175.71
KCS Wealth Advisory 10,529 136.01 11,118 175.75
Sumitomo Life Insurance Co 10,173 136.05 10,000 175.80
American Research & Management Co. 8,999 136.02 8,999 175.80
Benchmark Financial Wealth Advisors, LLC 8,639 136.01 8,639 175.71
Institute for Wealth Management, LLC. 5,628 135.93 5,675 175.68
Charles Schwab Trust Co 4,720 136.02 4,720 175.85
Coastline Trust Co 4,710 135.88 4,710 175.58
Inverness Counsel Llc /ny/ 4,690 136.03 35,546 175.74
Marshall Financial Group LLC 4,674 136.07 4,524 175.73
Alpha Cubed Investments, LLC 4,552 135.98 4,359 175.73
Chicago Capital, LLC 4,489 136.11 4,489 175.76
PBMares Wealth Management LLC 4,320 136.11 4,729 175.72
Merlin Capital LLC 4,264 136.02 4,316 175.86
Ghe, Llc 4,183 175.71 4,908 175.84
Leeward Financial Partners, LLC 4,145 136.07 4,234 175.72
Altium Wealth Management LLC 3,899 135.93 3,966 175.74
TFG Advisers LLC 3,406 135.94 3,167 175.88
Segment Wealth Management, LLC 3,150 135.87 3,150 175.87
Trust Co Of Virginia /va 3,066 136.01 3,141 175.74
Regions Financial Corp 2,828 136.14 2,847 175.62
WASHINGTON TRUST Co 2,712 136.06 2,712 175.88
Ballast Advisors Llc 2,623 136.10 2,623 175.75
Sequoia Financial Advisors, LLC 2,552 135.97 2,677 175.57
Capital Investment Advisory Services, LLC 2,480 135.89 2,480 175.81
Central Bank & Trust Co 2,461 136.12 2,461 175.94
Conning Inc. 2,443 135.90 2,447 175.73
Charter Oak Capital Management, LLC 2,319 135.83 2,308 165.08
SOL Capital Management CO 2,250 136.00 2,250 175.56
Wedbush Securities Inc 2,199 135.97 2,199 175.53
Great Valley Advisor Group, Inc. 2,137 135.70 2,157 170.61
Enhancing Capital LLC 2,070 165.22 2,070 175.85
Bank Julius Baer & Co. Ltd, Zurich 1,993 135.98 1,931 175.56
Coastal Capital Group, Inc. 1,983 136.16 1,983 176.00
Karpas Strategies, Llc 1,925 136.10 1,925 175.58
Mv Capital Management, Inc. 1,849 135.75 1,583 175.62
North Star Investment Management Corp. 1,808 136.06 1,808 175.88
First Personal Financial Services 1,800 136.11 1,800 175.56
Sawtooth Solutions, LLC 1,771 136.08 1,556 175.45
American Institute for Advanced Investment Management, LLP 1,725 136.23 1,700 175.88
Carderock Capital Management Inc 1,718 136.20 1,718 175.79
Lakeview Capital Partners, LLC 1,708 135.83 1,625 176.00
Regal Wealth Group, Inc. 1,700 135.88 1,700 162.35
Parisi Gray Wealth Management 1,697 136.12 1,778 175.48
Trust Co Of Vermont 1,601 135.54 1,530 175.16
LeJeune Puetz Investment Counsel LLC 1,600 135.62 1,600 175.62
Blodgett Wealth Advisors, Llc 1,585 136.28 2,685 175.79
Stratos Wealth Advisors, LLC 1,514 136.06 1,453 175.50
Baker Ellis Asset Management LLC 1,500 136.00 1,600 175.62
First Bank & Trust 1,413 135.88 38 184.21
Investors Research Corp 1,062 135.59 1,062 176.08
GPS Wealth Strategies Group, LLC 1,053 135.80 1,053 175.69
Toth Financial Advisory Corp 827 135.43 817 176.25
Morton Brown Family Wealth, LLC 763 136.30 759 175.23
Thompson Siegel & Walmsley Llc 706 135.98 706 175.64
TCI Wealth Advisors, Inc. 406 135.47 552 175.72
Hexagon Capital Partners LLC 330 136.36 330 175.76
Carolina Wealth Advisors, LLC 277 137.18 277 176.90
Arrow Financial Corp 260 138.46 260 173.08
HighMark Wealth Management LLC 250 136.00 250 176.00
Steward Financial Group LLC 115 130.43 71 169.01
Pacifica Partners Inc. 100 140.00 100 170.00
Lake Point Wealth Management 57 140.35 57 175.44
Bogart Wealth, LLC 50 140.00 175 177.14
Byrne Asset Management LLC 45 133.33 45 177.78
Name Current Shares Current PPS Previous Shares Previous PPS
MEIAX - MFS Value Fund A 3,674,222 171.58 3,744,300 170.14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 456,949 171.58 456,949 170.14
SCHX - Schwab U.S. Large-Cap ETF 213,676 171.58 221,756 170.14
SCHB - Schwab U.S. Broad Market ETF 138,986 171.58 137,143 170.14
SCHV - Schwab U.S. Large-Cap Value ETF 127,818 171.58 125,755 170.14
GAM Holding AG 125,342 136.00 2
QQQM - Invesco NASDAQ 100 ETF 116,222 171.58 91,621 170.14
MRGAX - MFS Core Equity Fund A 95,905 171.58 95,905 170.14
FNDX - Schwab Fundamental U.S. Large Company Index ETF 58,724 171.58 56,151 170.15
NDXKX - Nasdaq-100 Index Fund K Shares 27,968 171.59 27,968 170.12
NEIAX - Columbia Large Cap Index Fund Class A 25,973 171.56 25,337 170.15
PBUS - Invesco PureBeta MSCI USA ETF 17,430 171.60 16,942 170.17
SCHK - Schwab 1000 Index ETF 15,063 171.61 14,638 170.17
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 9,429 171.60 4,719 170.16
RWL - Invesco S&P 500 Revenue ETF 8,698 171.53 6,443 170.11
CRAAX - Columbia Adaptive Risk Allocation Fund Class A 6,692 171.55 25,534 170.13
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 5,084 171.52 2,067 170.30
BRWAX - MFS Blended Research Growth Equity Fund A 4,736 171.66 4,547 170.22
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 3,271 171.51 1,560 169.87
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 2,241 171.80 2,257 170.14
DLCFX - Destinations Large Cap Equity Fund Class I 1,980 171.72 2,135 170.02
SPFIX - S&P 500 Index Fund Direct Shares 1,737 171.56 1,737 170.41
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 914 171.77 894 170.02
HOTL - Kelly Hotel & Lodging Sector ETF 876 171.23 936 169.87
IUS - Invesco RAFI(TM) Strategic US ETF 696 170.98 1,105 170.14
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 290 172.41 290 168.97
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 286 171.33 251 171.31
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
GAM Holding AG 125,340 125,342 136.00 2 6267000.00
QQQM - Invesco NASDAQ 100 ETF 24,601 116,222 171.58 91,621 170.14 26.85
BTC Capital Management, Inc. 21,940 28,545 135.30 6,605 175.47 332.17
Stratos Wealth Partners, LTD. 18,617 50,491 136.00 31,874 175.75 58.41
Strs Ohio 9,235 117,427 136.01 108,192 175.74 8.54
Truist Financial Corp 5,970 55,649 136.01 49,679 175.77 12.02
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4,710 9,429 171.60 4,719 170.16 99.81
Spectrum Financial Alliance Ltd LLC 4,327 122,562 136.01 118,235 175.73 3.66
Spire Wealth Management 3,616 57,155 136.02 53,539 175.76 6.75
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund 3,017 5,084 171.52 2,067 170.30 145.96
FNDX - Schwab Fundamental U.S. Large Company Index ETF 2,573 58,724 171.58 56,151 170.15 4.58
RWL - Invesco S&P 500 Revenue ETF 2,255 8,698 171.53 6,443 170.11 35.00
Patton Fund Management, Inc. 2,088 15,257 136.00 13,169 175.72 15.86
SCHV - Schwab U.S. Large-Cap Value ETF 2,063 127,818 171.58 125,755 170.14 1.64
SCHB - Schwab U.S. Broad Market ETF 1,843 138,986 171.58 137,143 170.14 1.34
Umb Bank N A/mo 1,830 82,850 136.02 81,020 175.76 2.26
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund 1,711 3,271 171.51 1,560 169.87 109.68
First Bank & Trust 1,375 1,413 135.88 38 184.21 3618.42
Eastern Bank 638 124,470 136.01 123,832 175.75 0.52
NEIAX - Columbia Large Cap Index Fund Class A 636 25,973 171.56 25,337 170.15 2.51
PBUS - Invesco PureBeta MSCI USA ETF 488 17,430 171.60 16,942 170.17 2.88
Hartford Investment Management Co 470 26,408 136.02 25,938 175.77 1.81
SCHK - Schwab 1000 Index ETF 425 15,063 171.61 14,638 170.17 2.90
Mv Capital Management, Inc. 266 1,849 135.75 1,583 175.62 16.80
Savant Capital, LLC 240 67,116 136.00 66,876 175.76 0.36
TFG Advisers LLC 239 3,406 135.94 3,167 175.88 7.55
Townsend Asset Management Corp /nc/ /adv 235 29,258 136.00 29,023 175.76 0.81
Sawtooth Solutions, LLC 215 1,771 136.08 1,556 175.45 13.82
Louisiana State Employees Retirement System 200 34,900 150.92 34,700 190.29 0.58
Alpha Cubed Investments, LLC 193 4,552 135.98 4,359 175.73 4.43
BRWAX - MFS Blended Research Growth Equity Fund A 189 4,736 171.66 4,547 170.22 4.16
Sumitomo Life Insurance Co 173 10,173 136.05 10,000 175.80 1.73
Marshall Financial Group LLC 150 4,674 136.07 4,524 175.73 3.32
Lakeview Capital Partners, LLC 83 1,708 135.83 1,625 176.00 5.11
Trust Co Of Vermont 71 1,601 135.54 1,530 175.16 4.64
Bank Julius Baer & Co. Ltd, Zurich 62 1,993 135.98 1,931 175.56 3.21
Stratos Wealth Advisors, LLC 61 1,514 136.06 1,453 175.50 4.20
Steward Financial Group LLC 44 115 130.43 71 169.01 61.97
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 35 286 171.33 251 171.31 13.94
American Institute for Advanced Investment Management, LLP 25 1,725 136.23 1,700 175.88 1.47
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 20 914 171.77 894 170.02 2.24
Charter Oak Capital Management, LLC 11 2,319 135.83 2,308 165.08 0.48
Toth Financial Advisory Corp 10 827 135.43 817 176.25 1.22
Morton Brown Family Wealth, LLC 4 763 136.30 759 175.23 0.53
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Allspring Global Investments Holdings, LLC 186,934 122,464 136.00 309,398 175.74 -60.42
MEIAX - MFS Value Fund A 70,078 3,674,222 171.58 3,744,300 170.14 -1.87
Inverness Counsel Llc /ny/ 30,856 4,690 136.03 35,546 175.74 -86.81
CRAAX - Columbia Adaptive Risk Allocation Fund Class A 18,842 6,692 171.55 25,534 170.13 -73.79
SCHX - Schwab U.S. Large-Cap ETF 8,080 213,676 171.58 221,756 170.14 -3.64
Commonwealth Equity Services, Llc 2,176 124,006 136.01 126,182 175.75 -1.72
HighTower Trust Services, LTA 1,505 27,911 144.60 29,416 175.75 -5.12
Wealthfront Advisers Llc 1,252 12,570 136.04 13,822 175.73 -9.06
Blodgett Wealth Advisors, Llc 1,100 1,585 136.28 2,685 175.79 -40.97
Ghe, Llc 725 4,183 175.71 4,908 175.84 -14.77
New Mexico Educational Retirement Board 700 15,161 136.01 15,861 175.78 -4.41
KCS Wealth Advisory 589 10,529 136.01 11,118 175.75 -5.30
Sandy Spring Bank 430 24,149 136.03 24,579 175.76 -1.75
Oregon Public Employees Retirement Fund 420 21,553 135.99 21,973 175.76 -1.91
IUS - Invesco RAFI(TM) Strategic US ETF 409 696 170.98 1,105 170.14 -37.01
PBMares Wealth Management LLC 409 4,320 136.11 4,729 175.72 -8.65
GenTrust, LLC 300 27,830 136.00 28,130 175.76 -1.07
Lincoln Capital LLC 198 29,200 136.03 29,398 175.76 -0.67
First Fiduciary Investment Counsel, Inc. 192 43,236 136.02 43,428 175.74 -0.44
DLCFX - Destinations Large Cap Equity Fund Class I 155 1,980 171.72 2,135 170.02 -7.26
TCI Wealth Advisors, Inc. 146 406 135.47 552 175.72 -26.45
Bogart Wealth, LLC 125 50 140.00 175 177.14 -71.43
Sequoia Financial Advisors, LLC 125 2,552 135.97 2,677 175.57 -4.67
Baker Ellis Asset Management LLC 100 1,500 136.00 1,600 175.62 -6.25
Leeward Financial Partners, LLC 89 4,145 136.07 4,234 175.72 -2.10
Parisi Gray Wealth Management 81 1,697 136.12 1,778 175.48 -4.56
Trust Co Of Virginia /va 75 3,066 136.01 3,141 175.74 -2.39
Mcdonald Partners Llc 75 12,991 136.02 13,066 175.72 -0.57
Altium Wealth Management LLC 67 3,899 135.93 3,966 175.74 -1.69
HOTL - Kelly Hotel & Lodging Sector ETF 60 876 171.23 936 169.87 -6.41
Merlin Capital LLC 52 4,264 136.02 4,316 175.86 -1.20
Baxter Bros Inc 50 11,930 136.04 11,980 175.71 -0.42
Institute for Wealth Management, LLC. 47 5,628 135.93 5,675 175.68 -0.83
Great Valley Advisor Group, Inc. 20 2,137 135.70 2,157 170.61 -0.93
Regions Financial Corp 19 2,828 136.14 2,847 175.62 -0.67
FNDB - Schwab Fundamental U.S. Broad Market Index ETF 16 2,241 171.80 2,257 170.14 -0.71
Conning Inc. 4 2,443 135.90 2,447 175.73 -0.16
Name Current Puts
Name Current Calls
Name
Name Previous Puts
MAI Capital Management 4,580
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