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 982 27.00 26.65 26.62
Previous Quarter 1,014 61.00 26.65 27.10

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 18 235 102 15 64 34
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 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 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 1 2 9 5 3
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 35,870,813 17.64 13.26 43,956,644 21.62 26.61
Previous Quarter 17,850,532 8.78 26.65 44,043,470 21.66 26.79

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 22,537,128
Vanguard Group Inc 21,414,767 26.65
BlackRock Inc. 18,020,281
BlackRock Inc. 17,850,532 26.65
State Street Corp 15,468,160 26.86
STATE STREET CORP 13,751,230
SDY - SPDR(R) S&P(R) Dividend ETF 8,335,842 26.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,856,302 26.65
Lsv Asset Management 5,779,512 26.65
IJH - iShares Core S&P Mid-Cap ETF 5,752,298 26.65
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,099,073 26.65
Fmr Llc 4,738,314 26.65
Dimensional Fund Advisors Lp 4,481,991 26.65
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 3,338,104 26.65
VEXMX - Vanguard Extended Market Index Fund Investor Shares 2,677,150 26.65
Geode Capital Management, Llc 2,631,784 26.65
Bank of New York Mellon Corp 2,522,680 26.65
Franklin Resources Inc 2,210,869 26.65
FKUTX - Franklin Utilities Fund Class A1 2,200,000 26.65
FDVLX - Fidelity Value Fund 2,101,200 25.76

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 21,414,767 26.65
BlackRock Inc. 17,850,532 26.65
State Street Corp 15,468,160 26.86
SDY - SPDR(R) S&P(R) Dividend ETF 8,335,842 26.65
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,856,302 26.65
Lsv Asset Management 5,779,512 26.65
IJH - iShares Core S&P Mid-Cap ETF 5,752,298 26.65
NAESX - Vanguard Small-Cap Index Fund Investor Shares 5,099,073 26.65
Fmr Llc 4,738,314 26.65
Dimensional Fund Advisors Lp 4,481,991 26.65
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 3,338,104 26.65
VEXMX - Vanguard Extended Market Index Fund Investor Shares 2,677,150 26.65
Geode Capital Management, Llc 2,631,784 26.65
Bank of New York Mellon Corp 2,522,680 26.65
FDVLX - Fidelity Value Fund 2,363,000 29.37
Franklin Resources Inc 2,210,869 26.65
FKUTX - Franklin Utilities Fund Class A1 2,200,000 26.65
Millennium Management Llc 1,946,432 26.65
Invesco Ltd. 1,852,604 26.65
Us Bancorp \de\ 1,843,561 26.65

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 22,537,128
STATE STREET CORP 13,751,230
AVFIX - American Beacon Small Cap Value Fund Institutional Class 935,626 25.76
PEY - Invesco High Yield Equity Dividend Achievers ETF 683,835 25.76
CSMIX - Columbia Small Cap Value Fund I Class A 248,940 25.76
Aurora Investment Counsel 67,210 26.65
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3 63,900 26.65
FIDU - Fidelity MSCI Industrials Index ETF 42,260 25.77
FTLS - First Trust Long/Short Equity ETF 41,709 25.75
ARSMX - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 26,927 25.77
IVC Wealth Advisors LLC 7,675 26.97
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 6,242 25.79
GCEQX - GREEN CENTURY EQUITY FUND Individual Investor Class 5,618 25.81
GBDV - Global Beta Smart Income ETF 1,445 27.68
Thompson Siegel & Walmsley Llc 1,420 26.76
KBC Group NV 1,390 22.30
Geneos Wealth Management Inc. 1,254 26.32
IDPIX - Industrials Ultrasector Profund Investor Class 156 25.64
Name Shares PPS
FSMVX - Fidelity Mid Cap Value Fund 595,972 29.37
FUTY - Fidelity MSCI Utilities Index ETF 217,439 29.37
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 104,400 29.67
RBA Wealth Management, LLC 86,647 26.65
FCPI - Fidelity Stocks for Inflation ETF 85,494 29.37
Aurora Investment Counsel 67,210 26.65
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3 63,900 26.65
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 49,228 29.37
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 35,500 29.66
CZA - Invesco Zacks Mid-Cap ETF 30,775 29.37
Susquehanna International Group, Llp 27,800 26.65
Susquehanna International Group, Llp 27,800 26.65
First Mercantile Trust Co 27,710 29.66
Washington Capital Management Inc 26,485 26.66
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 24,700 29.35
Walleye Trading LLC 20,100 26.67
GTAPX - Quantitative U.S. Long/Short Equity Portfolio 17,820 29.35
GTTMX - Quantitative U.S. Total Market Equity Portfolio 13,880 29.39
FCMVX - Fidelity Mid Cap Value K6 Fund 13,097 29.40
TCOEX - Tactical Offensive Equity Fund 9,900 29.39
World Asset Management Inc 9,753 29.63
PLHAX - PGIM QMA Long-Short Equity Fund Class A 6,500 29.69
FVCIX - Fidelity Flex Large Cap Value II Fund 6,307 29.33
FLRG - Fidelity U.S. Multifactor ETF 6,087 29.41
MARNX - Convergence Long/Short Equity Fund - Institutional Class 5,515 27.20
CLSE - Convergence Long/Short Equity ETF 5,117 26.77
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 4,914 29.30
Bbva Usa 4,647 29.70
Herold Advisors, Inc. 2,000 26650.00
Sonora Investment Management, LLC 1,800 29.44
Thompson Siegel & Walmsley Llc 1,420 26.76
UTPIX - Utilities Ultrasector Profund Investor Class 1,361 29.39
Geneos Wealth Management Inc. 1,254 26.32
Group One Trading, L.p. 700 27.14
Parallel Advisors, LLC 158 25.32
IFP Advisors, Inc 17 58.82
PRW Wealth Management LLC
FORA Capital, LLC
Banque Cantonale Vaudoise
Wolverine Trading, Llc
Wolverine Asset Management Llc
KLCD - KFA Large Cap Quality Dividend Index ETF
APG Asset Management N.V.
HRVIX - HEARTLAND VALUE PLUS FUND Investor Class
Canada Pension Plan Investment Board
Diversified Trust Co
GPS Wealth Strategies Group, LLC
Quantitative Systematic Strategies LLC
Neo Ivy Capital Management
Enterprise Financial Services Corp
Bedel Financial Consulting, Inc.
GTNDX - Invesco Global Low Volatility Equity Yield Fund Class A
IDU - iShares U.S. Utilities ETF
Advisor Resource Council
Cypress Capital Management LLC (WY)
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Lazard Asset Management Llc
GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional
BULIX - Utilities Fund Investor Class
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class
Fsb Premier Wealth Management, Inc.
GFSYX - Strategic Alternatives Fund Institutional
Parkside Financial Bank & Trust
CSCVX - CornerCap Small-Cap Value Fund Investor Shares
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
CFO4Life Group, LLC
Good Life Advisors, LLC
FSWCX - Fidelity SAI U.S. Value Index Fund
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class
Coco Enterprises, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
United Bank
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Qtron Investments LLC
Arkadios Wealth Advisors
Total Clarity Wealth Management, Inc.
Comprehensive Financial Consultants Institutional, Inc.
FLFGX - GLOBAL ALLOCATION FUND Retail Class
ICTUX - ICON UTILITIES AND INCOME FUND Institutional Class
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV
Cetera Advisor Networks LLC
VMNFX - Vanguard Market Neutral Fund Investor Shares
Connor, Clark & Lunn Investment Management Ltd.
Banque Pictet & Cie Sa
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
FLDOX - MODERATE ALLOCATION FUND Retail Class
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Prudential Plc
Quantinno Capital Management LP
Los Angeles Capital Management Llc
Advisory Services Network, LLC
RLCAX - Columbia Disciplined Value Fund Class A
Aegon Asset Management Uk Plc
Campbell & CO Investment Adviser LLC
Avion Wealth
SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
IPLIX - Voya Index Plus LargeCap Portfolio Class I
SAOAX - Guggenheim Alpha Opportunity Fund A
Weaver C. Barksdale & Associates, Inc.
GSPKX - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Cornercap Investment Counsel Inc
Quantedge Capital Pte Ltd
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
Baystate Wealth Management LLC
FDMO - Fidelity Momentum Factor ETF
Bruderman Asset Management, LLC
Jupiter Asset Management Ltd
Ellis Investment Partners, LLC
BRSDX - MFS Blended Research Small Cap Equity Fund A
Truist Financial Corp
QDF - FlexShares Quality Dividend Index Fund
FHSRX - Federated Hermes Global Small Cap Fund Class C Shares
Goelzer Investment Management, Inc.
Mairs & Power Inc
Edgestream Partners, L.P.
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
Schroder Investment Management Group
GDMIX - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares
Ubs Oconnor Llc
Cookson Peirce & Co Inc
Horizon Investment Services, LLC
Oliver Luxxe Assets LLC
BEARX - Federated Prudent Bear Fund Class A Shares
Tradition Wealth Management, LLC
FLDGX - DYNAMIC ALLOCATION FUND Retail Class
Private Ocean, LLC
Panagora Asset Management Inc
Zacks Investment Management
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Standard Family Office LLC
PTMC - Pacer Trendpilot US Mid Cap ETF
Strs Ohio
Glassman Wealth Services
GARIX - Gotham Absolute Return Fund Institutional Class
Massachusetts Financial Services Co /ma/
Mackenzie Financial Corp
QCELX - AQR Large Cap Multi-Style Fund Class I
RYSRX - Guggenheim Long Short Equity Fund Class P
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A
Krane Funds Advisors LLC
CoreCap Advisors, LLC
Personal Wealth Partners
Kowal Investment Group, LLC
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
HITE Hedge Asset Management LLC
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A)
Holderness Investments Co
Bank Of The West
Convergence Investment Partners, LLC
USMF - WisdomTree U.S. Multifactor Fund N/A
Signet Financial Management, Llc
GMLGX - GuideMark(R) Large Cap Core Fund Service Shares
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
IBPIX - Voya Balanced Portfolio Class I
FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class
Acadian Asset Management Llc
Adage Capital Partners Gp, L.l.c.
RYUIX - Utilities Fund Investor Class
SCPAX - Siit Large Cap Disciplined Equity Fund - Class A
Susquehanna Fundamental Investments, Llc
Gyon Technologies Capital Management, LP
GENIX - Gotham Enhanced Return Fund Institutional Class
Meritage Portfolio Management
CIBC Asset Management Inc
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
Metropolitan Life Insurance Co/ny
VFVA - Vanguard U.S. Value Factor ETF ETF Shares
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Moody Aldrich Partners Llc
Robeco Institutional Asset Management B.V.
IPMIX - Voya Index Plus MidCap Portfolio Class I
Retirement Planning Co of New England, Inc.
Ontario Teachers Pension Plan Board
Icon Advisers Inc/co
Cambridge Trust Co
GONIX - Gotham Neutral Fund Institutional Class
MidWestOne Financial Group, Inc.
Segall Bryant & Hamill, Llc
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a)
Jackson Creek Investment Advisors LLC
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
HLGE - Hartford Longevity Economy ETF
Paragon Capital Management Ltd
Polar Asset Management Partners Inc.
TAAAX - Thrivent Aggressive Allocation Fund Class A
PIBAX - PGIM BALANCED FUND Class A
AALGX - Thrivent Global Stock Fund Class A
Globeflex Capital L P
Brendel Financial Advisors LLC
Corton Capital Inc.
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
CX Institutional
Widmann Financial Services, Inc.
TAP Consulting, LLC
MEVIX - Lazard Managed Equity Volatility Portfolio Institutional Shares
FLDFX - BALANCED FUND Retail Class
NN Investment Partners Holdings N.V.
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Commerce Bank
ROUS - Hartford Multifactor US Equity ETF
Gotham Asset Management, LLC
Profunds - Profund Vp Utilities
Cahill Financial Advisors Inc
SIR Capital Management, L.P.
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
IPSIX - Voya Index Plus SmallCap Portfolio Class I
Blueshift Asset Management, LLC
Norges Bank
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
Amundi
Sumitomo Mitsui Trust Holdings, Inc.
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
THMAX - Thrivent Moderate Allocation Fund Class A
DNLDX - BNY Mellon Active MidCap Fund Class A
Heritage Wealth Advisors
MXMVX - Great-West Mid Cap Value Fund Investor Class
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Dark Forest Capital Management Lp
Delta Asset Management Llc/tn
FLMFX - MUIRFIELD FUND Retail Class
Wellington Management Group Llp
OMFL - Invesco Russell 1000(R) Dynamic Multifactor ETF
Allegheny Financial Group LTD
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio
Prelude Capital Management, Llc
Sageworth Trust Co
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 18,020,281 17,850,532 26.65
FDVLX - Fidelity Value Fund 2,101,200 25.76 2,363,000 29.37
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 1,246,021 25.76 1,335,013 29.37
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 905,872 25.76 903,669 29.37
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund 831,302 25.76 611,958 29.37
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 817,274 25.76 602,770 29.37
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 785,791 25.76 790,847 29.37
FSMDX - Fidelity Mid Cap Index Fund 494,521 25.76 453,861 29.37
DGRO - iShares Core Dividend Growth ETF 472,465 25.76 423,527 29.37
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 366,024 25.76 366,024 29.37
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 343,412 25.76 343,412 29.37
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 242,372 25.76 205,387 29.37
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 227,000 25.76 451,200 29.37
DFAC - Dimensional U.S. Core Equity 2 ETF 208,990 25.76 148,804 29.37
REBYX - U.S. Small Cap Equity Fund Class Y 205,382 25.76 221,150 29.37
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 189,146 25.76 193,450 29.37
DFSTX - U.s. Small Cap Portfolio - Institutional Class 170,747 25.76 154,264 29.37
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 167,375 25.76 167,375 29.37
GASFX - Hennessy Gas Utility Fund Investor Class 159,407 25.76 167,107 29.37
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 153,851 25.76 153,851 29.37
Name Current Shares Current PPS Previous Shares Previous PPS
A. D. Beadell Investment Counsel, Inc. 97,086 26.99 101,111 26.64
Foresight Capital Management Advisors, Inc. 69,140 26.99 69,771 26.64
Private Advisor Group, LLC 69,119 27.00 59,117 26.64
ACG Wealth 49,566 26.99 47,334 26.64
DRIPX - MP63 Fund 31,368 27.38 31,091 26.76
Cambridge Investment Research Advisors, Inc. 31,214 26.98 30,853 26.64
State of Alaska, Department of Revenue 29,211 26.98 28,611 26.63
AdvisorNet Financial, Inc 26,963 27.00 26,343 26.65
City Holding Co 10,480 27.00 10,980 26.68
HEQFX - Monteagle Opportunity Equity Fund Investor Class 5,100 27.45 5,100 26.86
Bank of New Hampshire 4,205 26.87 3,310 26.59
BerganKDV Wealth Management, LLC 3,408 27.00 3,408 26.70
Dividend Asset Capital, Llc 2,180 27.06 2,180 26.61
Tompkins Financial Corp 2,000 27.00 2,400 26.67
Pinnacle Bancorp, Inc. 1,134 27.34 1,134 26.46
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund 219,344 831,302 25.76 611,958 29.37 35.84
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 214,504 817,274 25.76 602,770 29.37 35.59
BlackRock Inc. 169,749 18,020,281 17,850,532 26.65 0.95
DFAC - Dimensional U.S. Core Equity 2 ETF 60,186 208,990 25.76 148,804 29.37 40.45
DGRO - iShares Core Dividend Growth ETF 48,938 472,465 25.76 423,527 29.37 11.55
DFAS - Dimensional U.S. Small Cap ETF 43,550 106,786 25.76 63,236 29.37 68.87
DFAT - Dimensional U.S. Targeted Value ETF 41,045 121,425 25.76 80,380 29.37 51.06
FSMDX - Fidelity Mid Cap Index Fund 40,660 494,521 25.76 453,861 29.37 8.96
RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 36,985 242,372 25.76 205,387 29.37 18.01
XMVM - Invesco S&P MidCap Value with Momentum ETF 21,338 106,925 25.76 85,587 29.37 24.93
DFSTX - U.s. Small Cap Portfolio - Institutional Class 16,483 170,747 25.76 154,264 29.37 10.68
FNK - First Trust Mid Cap Value AlphaDEX Fund 13,382 56,125 25.76 42,743 29.36 31.31
PUI - Invesco DWA Utilities Momentum ETF 13,096 36,468 25.75 23,372 29.35 56.03
FNX - First Trust Mid Cap Core AlphaDEX Fund 12,718 114,856 25.76 102,138 29.37 12.45
PRF - Invesco FTSE RAFI US 1000 ETF 11,004 68,694 25.77 57,690 29.36 19.07
Private Advisor Group, LLC 10,002 69,119 27.00 59,117 26.64 16.92
Koshinski Asset Management, Inc. 9,288 9,713 425 25.88 2185.41
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8,489 100,256 25.76 91,767 29.37 9.25
PMPRX - MidCap Value Fund I R-3 7,370 14,984 25.76 7,614 29.42 96.80
FLCOX - Fidelity Large Cap Value Index Fund 7,361 54,416 25.76 47,055 29.37 15.64
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FDVLX - Fidelity Value Fund 261,800 2,101,200 25.76 2,363,000 29.37 -11.08
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares 224,200 227,000 25.76 451,200 29.37 -49.69
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 88,992 1,246,021 25.76 1,335,013 29.37 -6.67
HAMVX - Harbor Mid Cap Value Fund Institutional Class 38,050 55,100 25.75 93,150 29.37 -40.85
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 16,900 117,967 25.76 134,867 29.37 -12.53
REBYX - U.S. Small Cap Equity Fund Class Y 15,768 205,382 25.76 221,150 29.37 -7.13
NAWGX - Voya Global Equity Fund Class A 13,733 18,113 25.78 31,846 29.36 -43.12
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 13,492 21,805 25.77 35,297 29.38 -38.22
PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 8,469 6,442 25.77 14,911 29.37 -56.80
GASFX - Hennessy Gas Utility Fund Investor Class 7,700 159,407 25.76 167,107 29.37 -4.61
IYJ - iShares U.S. Industrials ETF 5,439 51,259 25.75 56,698 29.37 -9.59
RFV - Invesco S&P MidCap 400 Pure Value ETF 5,422 38,131 25.75 43,553 29.37 -12.45
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 5,056 785,791 25.76 790,847 29.37 -0.64
FAVFX - Fidelity Advisor Value Fund Class A 4,600 95,961 25.76 100,561 29.37 -4.57
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 4,304 189,146 25.76 193,450 29.37 -2.22
A. D. Beadell Investment Counsel, Inc. 4,025 97,086 26.99 101,111 26.64 -3.98
SPRAX - Pgim Qma Mid-cap Value Fund Class A 2,600 22,200 25.77 24,800 29.35 -10.48
ISCV - iShares Morningstar Small-Cap Value ETF 1,938 41,471 25.75 43,409 29.37 -4.46
BKSE - BNY Mellon US Small Cap Core Equity ETF 1,683 4,338 25.82 6,021 29.40 -27.95
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 1,608 32,290 25.77 33,898 29.38 -4.74
Name Current Puts
Name Current Calls
Name
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Name Previous Puts
Washington Capital Management Inc 26,485
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

Past Week Analysis

Name Shares PPS
IVC Wealth Advisors LLC 7,675 26.97
GBDV - Global Beta Smart Income ETF 1,445 27.68
Name Shares PPS
Herold Advisors, Inc. 2,000 26650.00
Name Current Shares Current PPS Previous Shares Previous PPS
Koshinski Asset Management, Inc. 9,713 425 25.88
Global Retirement Partners, LLC 240 25.00 232 25.86
Name Current Shares Current PPS Previous Shares Previous PPS
A. D. Beadell Investment Counsel, Inc. 97,086 26.99 101,111 26.64
Foresight Capital Management Advisors, Inc. 69,140 26.99 69,771 26.64
Private Advisor Group, LLC 69,119 27.00 59,117 26.64
ACG Wealth 49,566 26.99 47,334 26.64
Cambridge Investment Research Advisors, Inc. 31,214 26.98 30,853 26.64
BerganKDV Wealth Management, LLC 3,408 27.00 3,408 26.70
Dividend Asset Capital, Llc 2,180 27.06 2,180 26.61
Tompkins Financial Corp 2,000 27.00 2,400 26.67
Pinnacle Bancorp, Inc. 1,134 27.34 1,134 26.46
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 10,002 69,119 27.00 59,117 26.64 16.92
Koshinski Asset Management, Inc. 9,288 9,713 425 25.88 2185.41
ACG Wealth 2,232 49,566 26.99 47,334 26.64 4.72
Cambridge Investment Research Advisors, Inc. 361 31,214 26.98 30,853 26.64 1.17
Global Retirement Partners, LLC 8 240 25.00 232 25.86 3.45
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
A. D. Beadell Investment Counsel, Inc. 4,025 97,086 26.99 101,111 26.64 -3.98
Foresight Capital Management Advisors, Inc. 631 69,140 26.99 69,771 26.64 -0.90
Tompkins Financial Corp 400 2,000 27.00 2,400 26.67 -16.67
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Washington Capital Management Inc 26,485
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