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 | 1,126 | 258.00 | 260.27 | 256.80 |
| Previous Quarter | 1,176 | 266.00 | 260.28 | 259.26 |
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 | 17 | 199 | 180 | 2 | 84 | 48 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 2 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 0 | 1 | 0 | 0 | 1 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 4 | 3 | 37 | 1 | 15 | 12 |
| 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 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 | 6,650,211 | 16.39 | 134.19 | 7,111,817 | 17.53 | 260.26 |
| Previous Quarter | 3,428,077 | 8.45 | 260.32 | 7,111,557 | 17.53 | 260.32 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Bamco Inc /ny/ | 4,625,849 | 260.27 |
| BAMCO INC /NY/ | 4,393,280 | |
| VANGUARD GROUP INC | 3,616,121 | |
| Vanguard Group Inc | 3,601,385 | 260.27 |
| BlackRock Inc. | 3,424,339 | 260.27 |
| BlackRock Inc. | 3,222,139 | |
| Price T Rowe Associates Inc /md/ | 2,837,288 | 260.27 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,540,138 | |
| APG Asset Management US Inc. | 2,173,879 | |
| APG Asset Management N.V. | 2,094,963 | 233.92 |
| BGRFX - BARON GROWTH FUND | 2,000,000 | 260.27 |
| Principal Financial Group Inc | 1,780,720 | 260.27 |
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,227,060 | 254.16 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,167,588 | 260.27 |
| BPTRX - Baron Partners Fund | 1,050,000 | 260.27 |
| State Street Corp | 1,014,778 | 262.08 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 903,787 | 252.21 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 886,330 | 260.27 |
| Capital International Investors | 880,621 | 260.27 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 872,979 | 260.55 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Bamco Inc /ny/ | 4,625,849 | 260.27 |
| Vanguard Group Inc | 3,601,385 | 260.27 |
| BlackRock Inc. | 3,424,339 | 260.27 |
| Price T Rowe Associates Inc /md/ | 2,837,288 | 260.27 |
| APG Asset Management N.V. | 2,094,963 | 233.92 |
| BGRFX - BARON GROWTH FUND | 2,000,000 | 260.27 |
| Principal Financial Group Inc | 1,780,720 | 260.27 |
| VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | 1,167,588 | 260.27 |
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,163,614 | 277.10 |
| BPTRX - Baron Partners Fund | 1,050,000 | 260.27 |
| State Street Corp | 1,014,778 | 262.08 |
| PRNHX - T. Rowe Price New Horizons Fund, Inc. | 886,330 | 260.27 |
| Capital International Investors | 880,621 | 260.27 |
| AGTHX - GROWTH FUND OF AMERICA Class A | 872,979 | 260.55 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 838,687 | 260.55 |
| RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. | 749,900 | 260.27 |
| Citadel Advisors Llc | 732,102 | 260.27 |
| Lazard Asset Management Llc | 649,949 | 260.27 |
| Durable Capital Partners LP | 637,702 | 260.27 |
| BARAX - BARON ASSET FUND | 603,538 | 260.27 |
| Name | Shares | PPS |
|---|---|---|
| BAMCO INC /NY/ | 4,393,280 | |
| VANGUARD GROUP INC | 3,616,121 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,540,138 | |
| APG Asset Management US Inc. | 2,173,879 | |
| ALGRX - Alger Focus Equity Fund Class I | 25,343 | 254.15 |
| TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class | 4,000 | 254.25 |
| ALBAX - Alger Growth & Income Fund Class A | 3,706 | 254.18 |
| FWOZX - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z | 3,069 | 254.15 |
| ATVPX - Alger 35 Fund Class P | 2,758 | 254.17 |
| Mitchell & Pahl Private Wealth, Llc | 1,258 | 217.81 |
| Chesley Taft & Associates LLC | 1,205 | 218.26 |
| ESG - FlexShares STOXX US ESG Impact Index Fund | 146 | 253.42 |
| FDWM - Fidelity Women's Leadership ETF | 68 | 250.00 |
| Trust Co Of Vermont | 27 | 222.22 |
| Horan Securities, Inc. | 12 | 250.00 |
| Steward Financial Group LLC | 8 | 125.00 |
| Urban Wealth Management, LLC | 6 | 166.67 |
| Name | Shares | PPS |
|---|---|---|
| Goldman Sachs Group Inc | 385,919 | 260.27 |
| OTCAX - MFS Mid Cap Growth Fund A | 157,490 | 331.71 |
| UBS Group AG | 65,722 | 260.28 |
| UBS Group AG | 65,722 | 260.28 |
| ADSRX - Aperture Discover Equity Fund Class X Shares | 57,548 | 334.05 |
| FDGRX - Fidelity Growth Company Fund | 49,714 | 331.72 |
| ARGFX - Ariel Fund Investor Class | 44,956 | 334.06 |
| FXD - First Trust Consumer Discretionary AlphaDEX Fund | 31,112 | 344.72 |
| Citigroup Inc | 26,504 | 260.26 |
| Citigroup Inc | 26,504 | 260.26 |
| Bnp Paribas Arbitrage, Sa | 26,319 | 260.27 |
| MASTX - BMO Large-Cap Growth Fund Class Y | 23,063 | 331.70 |
| FGKFX - Fidelity Growth Company K6 Fund | 19,702 | 331.69 |
| Tudor Investment Corp Et Al | 13,078 | 260.28 |
| Tudor Investment Corp Et Al | 13,078 | 260.28 |
| FCGSX - Fidelity Series Growth Company Fund | 9,400 | 331.70 |
| LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC | 7,647 | 333.99 |
| Stonnington Group, Llc | 2,925 | 245.81 |
| PASIX - PACE Alternative Strategies Investments Class A | 2,572 | 344.87 |
| GGEAX - Nationwide Global Sustainable Equity Fund Class A | 2,378 | 344.83 |
| B. Metzler seel. Sohn & Co. Holding AG | 2,020 | 334.16 |
| PMSAX - Global Multi-Strategy Fund Class A | 1,256 | |
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class | 898 | 277.28 |
| Cambridge Investment Research Advisors, Inc. | 876 | 260.27 |
| MRMIX - BMO Mid-Cap Growth Fund Class I | 864 | 332.18 |
| Wealthfront Advisers Llc | 843 | 259.79 |
| World Asset Management Inc | 783 | 334.61 |
| GARIX - Gotham Absolute Return Fund Institutional Class | 570 | 333.33 |
| JAGAX - Janus Henderson Adaptive Global Allocation Fund Class A | 516 | 333.33 |
| IFP Advisors, Inc | 364 | 326.92 |
| GENIX - Gotham Enhanced Return Fund Institutional Class | 286 | 335.66 |
| SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 238 | 336.13 |
| JVAL - JPMorgan U.S. Value Factor ETF | 201 | 343.28 |
| MML Series Investment Fund II - MML Equity Rotation Fund Class II | 172 | 331.40 |
| IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I | 150 | 333.33 |
| Markston International Llc | 85 | 329.41 |
| Macroview Investment Management Llc | 54 | 259.26 |
| IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A | 49 | 326.53 |
| Sonora Investment Management, LLC | 45 | 333.33 |
| Carroll Financial Associates, Inc. | 41 | 317.07 |
| Bbva Usa | 20 | 350.00 |
| FTDS - First Trust Total US Market AlphaDEX ETF | 17 | 352.94 |
| Berman Capital Advisors, LLC | 15 | 333.33 |
| Loomis Sayles & Co L P | 9 | 222.22 |
| Exane Derivatives | 5 | 200.00 |
| Koshinski Asset Management, Inc. | 4 | 250.00 |
| Money Concepts Capital Corp | 3 | 333.33 |
| Banco Santander, S.A. | ||
| Cresset Asset Management, LLC | ||
| O'Neil Global Advisors, Inc. | ||
| Red Door Wealth Management, LLC | ||
| Mid Atlantic Financial Management Inc/adv | ||
| Regal Investment Advisors LLC | ||
| Perennial Advisors, LLC | ||
| Easterly Investment Partners Llc | ||
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A | ||
| Bp Plc | ||
| Balyasny Asset Management Llc | ||
| Perkins Coie Trust Co | ||
| Enterprise Financial Services Corp | ||
| Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I | ||
| Twin Tree Management, LP | ||
| GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional | ||
| Brendel Financial Advisors LLC | ||
| Versor Investments LP | ||
| SHE - SPDR SSGA Gender Diversity Index ETF | ||
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | ||
| GSSFX - Gotham Short Strategies Fund Institutional Class | ||
| Schwab Charitable Fund | ||
| Profund Advisors Llc | ||
| Motive Wealth Advisors | ||
| Cetera Advisor Networks LLC | ||
| Segantii Capital Management Ltd | ||
| Advisory Services Network, LLC | ||
| Eubel Brady & Suttman Asset Management Inc | ||
| Wolverine Asset Management Llc | ||
| Squarepoint Ops LLC | ||
| PGGM Investments | ||
| HHM Wealth Advisors, LLC | ||
| Acadian Asset Management Llc | ||
| GWM Advisors LLC | ||
| State of Wyoming | ||
| Cerity Partners LLC | ||
| Calamos Advisors LLC | ||
| Kowal Investment Group, LLC | ||
| MSD Partners, L.P. | ||
| BI Asset Management Fondsmaeglerselskab A/S | ||
| Twinbeech Capital Lp | ||
| O'shaughnessy Asset Management, Llc | ||
| NELAX - Nuveen Equity Long/Short Fund Class A | ||
| Lord, Abbett & Co. Llc | ||
| Aperture Investors, LLC | ||
| Masterton Capital Management, LP | ||
| Ergoteles LLC | ||
| LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A | ||
| Advisory Research Inc | ||
| FTLS - First Trust Long/Short Equity ETF | ||
| Point72 Hong Kong Ltd | ||
| Scopus Asset Management, L.p. | ||
| Hickory Lane Capital Management LP | ||
| Renaissance Technologies Llc | ||
| Aquatic Capital Management LLC | ||
| Two Sigma Investments, Lp | ||
| Scopus Asset Management, L.p. | ||
| Kettle Hill Capital Management, Llc | ||
| Paloma Partners Management Co | ||
| Wcm Investment Management, Llc | ||
| FORA Capital, LLC | ||
| Camden Capital, LLC | ||
| Truvestments Capital Llc | ||
| IBM Retirement Fund | ||
| Signet Financial Management, Llc | ||
| Campbell & CO Investment Adviser LLC | ||
| Integrated Wealth Concepts LLC | ||
| SG3 Management, LLC | ||
| Kovack Advisors, Inc. | ||
| Wolverine Trading, Llc | ||
| Sheets Smith Wealth Management | ||
| Jacobs Levy Equity Management, Inc | ||
| SOUTH STATE Corp | ||
| Vigilant Capital Management, LLC | ||
| Oak Thistle LLC | ||
| TCI Wealth Advisors, Inc. | ||
| Flagship Harbor Advisors, Llc | ||
| Wolverine Trading, Llc | ||
| Comprehensive Financial Consultants Institutional, Inc. | ||
| Southeast Asset Advisors Inc. | ||
| Neo Ivy Capital Management | ||
| Maverick Capital Ltd | ||
| First Trust Advisors Lp | ||
| Astrantus Ltd | ||
| Two Sigma Investments, Lp | ||
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ||
| Aegon Asset Management Uk Plc | ||
| Kestra Advisory Services, LLC | ||
| Landscape Capital Management, L.l.c. | ||
| TBH Global Asset Management, LLC | ||
| HighTower Advisors, LLC | ||
| Clearbridge Investments, LLC | ||
| Schroder Investment Management Group | ||
| Teachers Retirement System Of The State Of Kentucky | ||
| Agf Investments Inc. | ||
| Mirabella Financial Services Llp | ||
| Driehaus Capital Management Llc | ||
| SG3 Management, LLC | ||
| Baird Financial Group, Inc. | ||
| Eqis Capital Management, Inc. | ||
| Massmutual Trust Co Fsb/adv | ||
| LEQAX - LoCorr Dynamic Equity Fund Class A | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Metropolitan Life Insurance Co/ny | ||
| Parallax Volatility Advisers, L.P. | ||
| Zeke Capital Advisors, Llc | ||
| Susquehanna Fundamental Investments, Llc | ||
| SG Americas Securities, LLC | ||
| Banco Bilbao Vizcaya Argentaria, S.a. | ||
| Marks Group Wealth Management, Inc | ||
| Jacobi Capital Management LLC | ||
| Tokio Marine Asset Management Co Ltd | ||
| Westside Investment Management, Inc. | ||
| Two Sigma Investments, Lp | ||
| Cinctive Capital Management LP | ||
| XTX Topco Ltd | ||
| Norges Bank | ||
| Land & Buildings Investment Management, LLC | ||
| Qube Research & Technologies Ltd | ||
| Prelude Capital Management, Llc | ||
| Veritable, L.P. | ||
| Ontario Teachers Pension Plan Board | ||
| Atom Investors LP | ||
| Massachusetts Financial Services Co /ma/ | ||
| Phoenix Wealth Advisors | ||
| Snowden Capital Advisors LLC | ||
| Connor, Clark & Lunn Investment Management Ltd. | ||
| Blueshift Asset Management, LLC | ||
| Amplius Wealth Advisors, LLC | ||
| Mml Investors Services, Llc | ||
| Sciencast Management LP | ||
| Apollon Wealth Management, LLC | ||
| Infusive Asset Management Inc. | ||
| Border to Coast Pensions Partnership Ltd | ||
| Quantitative Investment Management, LLC | ||
| Qtron Investments LLC | ||
| Capitolis Advisors LLC | ||
| Camarda Financial Advisors, LLC | ||
| Private Capital Management Llc | ||
| Sheets Smith Investment Management | ||
| GONIX - Gotham Neutral Fund Institutional Class | ||
| RECS - Columbia Research Enhanced Core ETF | ||
| Weiss Multi-Strategy Advisers LLC | ||
| Aravt Global Llc | ||
| AMP Capital Investors Ltd | ||
| GFSYX - Strategic Alternatives Fund Institutional | ||
| Appleton Partners Inc/ma | ||
| Waterfront Capital Partners, LLC | ||
| SMSAX - SIMT Multi-Strategy Alternative Fund Class F | ||
| Wolverine Trading, Llc | ||
| Farmers & Merchants Investments Inc | ||
| CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class | 277.45 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| PMSBX - MidCap Fund (f/k/a MidCap Blend Fund) R-1 | 1,227,060 | 254.16 | 1,163,614 | 277.10 |
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 903,787 | 252.21 | 838,687 | 260.55 |
| Ardevora Asset Management LLP | 222,405 | 218.05 | 211,900 | 260.27 |
| CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A | 180,350 | 254.16 | 220,920 | 277.10 |
| FKASX - Federated Kaufmann Small Cap Fund Class A Shares | 171,000 | 254.16 | 171,000 | 277.10 |
| FRSGX - Franklin Small-mid Cap Growth Fund Class A | 169,600 | 254.16 | 130,500 | 277.10 |
| ALARX - Alger Capital Appreciation Institutional Fund Class I | 132,484 | 254.16 | 119,555 | 277.10 |
| HAGAX - Carillon Eagle Mid Cap Growth Fund Class A | 118,858 | 254.16 | 118,858 | 277.10 |
| Strs Ohio | 108,000 | 218.05 | 108,437 | 260.26 |
| ACAAX - Alger Capital Appreciation Fund Class A | 106,312 | 254.16 | 97,483 | 277.10 |
| SCHM - Schwab U.S. Mid-Cap ETF | 98,186 | 252.20 | 96,560 | 260.55 |
| FSMDX - Fidelity Mid Cap Index Fund | 97,937 | 254.16 | 90,055 | 277.10 |
| Allspring Global Investments Holdings, LLC | 84,502 | 218.04 | 87,521 | 260.27 |
| Baskin Financial Services Inc. | 84,126 | 218.05 | 85,209 | 260.27 |
| Conestoga Capital Advisors, LLC | 76,164 | 218.06 | 76,159 | 260.27 |
| DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class | 48,344 | 254.16 | 48,344 | 277.10 |
| SUSA - iShares MSCI USA ESG Select ETF | 41,242 | 254.16 | 36,718 | 277.11 |
| PSABX - SmallCap Fund fka SmallCap Blend Fund R-1 | 41,100 | 254.16 | 41,100 | 277.10 |
| DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class | 36,055 | 254.17 | 36,055 | 277.10 |
| SCHX - Schwab U.S. Large-Cap ETF | 31,608 | 252.21 | 32,640 | 260.54 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| USLB - Invesco Russell 1000 Low Beta Equal Weight ETF | 54 | 259.26 | 59 | 254.24 |
| Sound Income Strategies, LLC | 9 | 222.22 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| SG3 Management, LLC | 0 |
| Two Sigma Investments, Lp | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| BIVIX - Invenomic Fund Institutional Class shares |
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| CVSIX - Calamos Market Neutral Income Fund Class A |
| Name | Shares | PPS |
|---|---|---|
| Mitchell & Pahl Private Wealth, Llc | 1,258 | 217.81 |
| Trust Co Of Vermont | 27 | 222.22 |
| Steward Financial Group LLC | 8 | 125.00 |
| Urban Wealth Management, LLC | 6 | 166.67 |
| Name | Shares | PPS |
|---|---|---|
| Kestra Advisory Services, LLC | ||
| PMSAX - Global Multi-Strategy Fund Class A | 1,256 | |
| Wealthfront Advisers Llc | 843 | 259.79 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional | 903,787 | 252.21 | 838,687 | 260.55 |
| Strs Ohio | 108,000 | 218.05 | 108,437 | 260.26 |
| SCHM - Schwab U.S. Mid-Cap ETF | 98,186 | 252.20 | 96,560 | 260.55 |
| Allspring Global Investments Holdings, LLC | 84,502 | 218.04 | 87,521 | 260.27 |
| Conestoga Capital Advisors, LLC | 76,164 | 218.06 | 76,159 | 260.27 |
| SCHX - Schwab U.S. Large-Cap ETF | 31,608 | 252.21 | 32,640 | 260.54 |
| GAM Holding AG | 30,927 | 218.06 | 29,557 | 260.28 |
| Washington Trust Advisors, Inc. | 23,037 | 218.00 | 22,469 | 260.27 |
| Junson Asset Management (Hong Kong) Ltd | 23,000 | 218.04 | 23,000 | 260.26 |
| SCHB - Schwab U.S. Broad Market ETF | 20,421 | 252.19 | 20,327 | 260.54 |
| SCHV - Schwab U.S. Large-Cap Value ETF | 18,938 | 252.19 | 18,512 | 260.53 |
| Autus Asset Management, LLC | 14,413 | 218.00 | 16,302 | 260.21 |
| EULAV Asset Management | 10,000 | 218.10 | 10,000 | 260.30 |
| Truist Financial Corp | 9,720 | 218.00 | 11,053 | 260.29 |
| ILGEX - Columbia Integrated Large Cap Growth Fund Class R | 9,637 | 252.26 | 16,742 | 260.54 |
| Institute for Wealth Management, LLC. | 8,913 | 218.00 | 8,740 | 260.30 |
| FNDX - Schwab Fundamental U.S. Large Company Index ETF | 8,022 | 252.18 | 6,700 | 260.60 |
| PBUS - Invesco PureBeta MSCI USA ETF | 2,536 | 252.37 | 2,475 | 260.61 |
| SCHK - Schwab 1000 Index ETF | 2,219 | 252.37 | 2,165 | 260.51 |
| Corundum Group, Inc. | 1,500 | 218.00 | 1,500 | 260.00 |
| Granite Investment Partners, LLC | 1,050 | 218.10 | 1,050 | 260.00 |
| Regions Financial Corp | 977 | 218.01 | 943 | 259.81 |
| BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K | 842 | 251.78 | 847 | 260.92 |
| IUSS - Invesco RAFI(TM) Strategic US Small Company ETF | 425 | 251.76 | 359 | 261.84 |
| WASHINGTON TRUST Co | 409 | 217.60 | 409 | 259.17 |
| PSMHX - Small-MidCap Growth Fund Institutional | 340 | 252.94 | 352 | 261.36 |
| FNDB - Schwab Fundamental U.S. Broad Market Index ETF | 309 | 252.43 | 270 | 259.26 |
| DSHFX - Destinations Shelter Fund Class I | 243 | 251.03 | 243 | 259.26 |
| Private Ocean, LLC | 180 | 216.67 | 200 | 260.00 |
| Morton Brown Family Wealth, LLC | 169 | 218.93 | 166 | 259.04 |
| Spire Wealth Management | 154 | 220.78 | 259 | 258.69 |
| Canton Hathaway, LLC | 135 | 214.81 | 135 | 259.26 |
| GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 119 | 252.10 | 200 | 260.00 |
| Umb Bank N A/mo | 98 | 214.29 | 98 | 265.31 |
| Hexagon Capital Partners LLC | 42 | 214.29 | 42 | 261.90 |
| Hartford Financial Management Inc. | 25 | 200.00 | 25 | 280.00 |
| Geneos Wealth Management Inc. | 4 | 4 | 250.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| USLB - Invesco Russell 1000 Low Beta Equal Weight ETF | 54 | 259.26 | 59 | 254.24 |
| Name | Current Puts |
|---|
| Name | Current Calls |
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| Name | Previous Puts |
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| Name | Previous Calls |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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| Name |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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| Name |
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