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 824 568.00 136.37 151.85
Previous Quarter 921 411.00 168.27 157.21

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 32 306 559 26 193 306
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 1 0 0 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 0 4 7 0 1 6
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 1,635,546 0.00 0.00 0 0.00 0.00
Previous Quarter 1,864,359 0.00 0.00 0 0.00 0.00

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
Envestnet Asset Management Inc 5,236,081 136.37
Mercer Global Advisors Inc /adv 4,803,064 136.37
Balentine LLC 4,471,409 136.37
Fmr Llc 2,763,808 136.37
Raymond James & Associates 2,578,299 136.37
Morgan Stanley 2,096,303 136.37
Bank Of America Corp /de/ 1,918,869 136.37
Wealth Enhancement Advisory Services, Llc 1,895,525 137.70
State Of Michigan Retirement System 1,809,434 136.37
Cwm, Llc 1,279,322 136.37
Assetmark, Inc 1,204,995 136.37
BlackRock Inc. 1,010,593 136.37
ARGI Investment Services, LLC 999,158 136.37
UBS Group AG 943,707 136.37
Ronald Blue Trust, Inc. 911,928 168.27
Wells Fargo & Company/mn 891,410 136.37
Pnc Financial Services Group, Inc. 802,092 136.37
LPL Financial LLC 725,926 136.37
Savant Capital, LLC 680,059 136.37
Ameriprise Financial Inc 607,230 136.27

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
Envestnet Asset Management Inc 3,782,628 168.27
CFS Investment Advisory Services, LLC 3,469,059 0.01
Mercer Global Advisors Inc /adv 3,212,283 168.27
Raymond James & Associates 2,557,974 168.27
Fmr Llc 2,353,845 168.27
Morgan Stanley 2,284,146 168.27
Bank Of America Corp /de/ 2,228,663 168.27
State Of Michigan Retirement System 1,749,750 168.27
Wealth Enhancement Advisory Services, Llc 1,711,836 170.35
Cwm, Llc 1,398,732 168.27
BlackRock Inc. 1,215,662 168.27
Assetmark, Inc 1,136,793 168.27
UBS Group AG 1,021,750 168.27
ARGI Investment Services, LLC 1,001,333 168.27
Wells Fargo & Company/mn 956,337 168.27
AE Wealth Management LLC 926,517 168.27
Ameriprise Financial Inc 873,714 168.52
Pnc Financial Services Group, Inc. 856,779 168.27
LPL Financial LLC 836,867 168.27
Signature Estate & Investment Advisors Llc 816,575 168.27

 

Recent Quarter Analysis

Name Shares PPS
Ronald Blue Trust, Inc. 911,928 168.27
New York Life Investment Management Llc 68,996 136.36
EdgeRock Capital LLC 50,122 136.37
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 44,454 146.94
Advocacy Wealth Management Services, LLC 34,566 136.38
Advisor Resource Council 34,501 136.34
Verition Fund Management LLC 23,000 136.39
Transamerica Financial Advisors, Inc. 9,266 136.41
Merit Financial Group, LLC 9,249 136.34
Sanford Advisory Services, LLC 7,407 136.36
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4,620 146.97
Connectus Wealth, LLC 4,105 136.42
Evergreen Capital Management Llc 3,526 136.42
Tiaa, Fsb 2,941 136.35
Journey Advisory Group, LLC 2,650 142.26
Papp L Roy & Associates 2,335 136.19
Ritholtz Wealth Management 1,848 136.36
Advisors Capital Management, LLC 1,627 136.45
Susquehanna International Group Ltd. 1,474 136.36
Capital Analysts, Inc. 653
Name Shares PPS
Ameritas Investment Corp 352,207 0.18
ARAAX - Horizon Active Risk Assist Fund Advisor Class 295,851 183.15
Carroll Financial Associates, Inc. 290,292 184.45
HASAX - Horizon Active Asset Allocation Fund Advisor Class 286,159 183.15
Allianz Asset Management GmbH 257,000 168.27
Clark Capital Management Group, Inc. 101,374 168.27
Cardan Capital Partners, LLC 97,622 175.60
Tower Wealth Partners, Inc. 66,241 168.26
Provida Pension Fund Administrator 58,711 170.72
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 58,493 165.40
Moors & Cabot, Inc. 50,000 1.02
NAVAX - Navigator Equity Hedged Fund Class A Shares 34,392 190.68
NEXT Financial Group, Inc 25,148 181.80
Cadent Capital Advisors, LLC 25,081 168.25
Lloyd Advisory Services, LLC. 24,020 168.28
IFP Advisors, Inc 17,784 112.35
Bft Financial Group, Llc 17,167 168.29
HawsGoodwin Investment Management LLC 15,138 181.79
Edge Capital Group, LLC 14,009 168.25
Scissortail Wealth Management, LLC 12,277 147.02
Vivid Financial Management, Inc. 11,295 181.85
Homrich & Berg 10,120 175.59
Absolute Capital Management, LLC 8,918 168.31
Quest Capital Management Inc /adv 8,821 181.84
Peregrine Asset Advisers, Inc. 8,501 168.22
Harbor Financial Services, Llc 7,868 175.65
Retirement Capital Strategies 6,547 159.92
GeoWealth Management, LLC 5,415 168.42
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares 5,200 168.27
Founders Financial Securities Llc 4,921 168.26
Merit Financial Group, LLC 4,905 168.20
Mosaic Family Wealth, LLC 4,461 181.80
Eudaimonia Partners, LLC 4,092 168.38
Fortress Wealth Group, LLC 3,969 168.30
Park Avenue Securities Llc 3,802 168.33
ACMAX - Absolute Capital Defender Fund Class A Shares 3,600 168.33
Two Sigma Securities, Llc 3,147 168.41
Symphony Financial, Ltd. Co. 2,967 150.32
Blackhawk Capital Partners LLC. 2,923 168.32
Spotlight Asset Group, Inc. 2,904 175.62
Bowman & Co S.C. 2,892 168.40
FundX Investment Group, LLC 2,785 181.69
Apeiron RIA LLC 2,770 164.98
Covenant Multifamily Offices, LLC 2,728 177.42
Acorn Wealth Advisors, LLC 2,399 168.40
Biltmore Capital Advisors LLC 2,342 181.90
Liberty Wealth Management Llc 2,230 168.16
Arkadios Wealth Advisors 2,114
Schmidt P J Investment Management Inc 2,100 147.14
HYA Advisors, Inc 2,073 168.36
Poehling Capital Management, LLC 2,054 168.45
Barber Financial Group, Inc. 2,043 168.38
Optimal Asset Management, Inc. 2,021 175.66
Maripau Wealth Management Llc 1,971 154.74
MA Private Wealth 1,926 168.22
Freestone Capital Holdings, LLC 1,833 168.03
Vigilare Wealth Management 1,714 168.03
Eqis Capital Management, Inc. 1,680 168.45
Arete Wealth Advisors, LLC 1,675 168.36
Westover Capital Advisors, LLC 1,674 168.46
Strategic Wealth Partners, Ltd. 1,505 168.11
Icon Wealth Partners, LLC 1,489 168.57
Moneta Group Investment Advisors Llc 1,474 168.25
Successful Portfolios LLC 1,453 167.93
Cutler Group LP 1,400 2.86
Tennessee Valley Asset Management Partners 1,389 168.47
Mason & Associates Inc 1,385 168.23
Regions Financial Corp 1,382 168.60
True Link Financial Advisors, LLC 1,356 168.14
Tranquility Partners, LLC 1,348 168.40
Integrated Advisors Network LLC 1,347 168.52
American Planning Services, Inc. 1,325 168.30
Quantinno Capital Management LP 1,302 168.20
Comerica Bank 1,295 162.16
Summit X, LLC 1,288 170.03
Royal Harbor Partners, LLC 1,282 168.49
3D/L Capital Management, LLC 1,281 168.62
Cascadia Advisory Services, LLC 1,279 175.92
Smith, Moore & Co. 1,257 167.86
Associated Banc-corp 1,255 168.13
Ausdal Financial Partners, Inc. 1,234 168.56
Financial Advisory Group 1,234 168.56
Comerica Securities,inc. 1,232 168.02
Lakeview Capital Partners, LLC 1,231 168.16
Qci Asset Management Inc/ny 1,200 175.83
Montecito Bank & Trust 1,197 167.92
Wellington Shields Capital Management, LLC 1,155 167.97
Security National Trust Co 300 173.33
Private Capital Group, LLC 275 167.27
SGCIX - SGI Conservative Fund Class I Shares 270 181.48
Siena Capital Llc 203 167.49
Tcwp Llc 190 163.16
Reilly Financial Advisors, Llc 179 184.36
Spectrum Management Group, LLC 177 169.49
Optiver Holding B.V. 154 168.83
Freedman Financial Associates, Inc. 150 173.33
Johnson Financial Group, Inc. 149 167.79
Cordasco Financial Network 130 169.23
Covington Capital Management 128 171.88
Herold Advisors, Inc. 115 168269.57
Optimum Investment Advisors 110 172.73
EverSource Wealth Advisors, LLC 100 170.00
EPG Wealth Management LLC 71 169.01
Qube Research & Technologies Ltd 66 166.67
Fortitude Advisory Group L.L.C. 59 169.49
QMN - IQ Hedge Market Neutral Tracker ETF 44 181.82
Motco 20 150.00
CIBC Private Wealth Group, LLC 18 166.67
Financial Management Professionals, Inc. 13 153.85
Rockbridge Investment Management, LCC 6 166.67
Cambridge Trust Co 5 200.00
Fortis Advisors, LLC 3 333.33
First Command Advisory Services, Inc. 1
Financial Architects, Inc
Meridian Wealth Partners, LLC
Latitude Advisors, LLC
Hochman Cole Investment Advisors, Inc.
Barclays Plc
Sierra Capital LLC
One Wealth Advisors, LLC
Morris Retirement Advisors, LLC
Golden State Equity Partners
Williams Financial, LLC
Pacitti Group Inc.
Sharkey, Howes & Javer
SigFig Wealth Management, LLC
Atwood & Palmer Inc
Synergy Financial Management, LLC
Baker Tilly Financial, Llc
Keebeck Wealth Management, LLC
Paradigm Financial Partners, Llc
Verus Capital Partners, Llc
W Advisors, Llc
Transcend Wealth Collective, Llc
Ade, Llc
Gerber Kawasaki Wealth & Investment Management
Baker Avenue Asset Management, LP
Tnf Llc
Gsa Capital Partners Llp
Rinkey Investments
Keystone Wealth Services, LLC
FLC Capital Advisors
CarsonAllaria Wealth Management, Ltd.
Perennial Investment Advisors, LLC
Bank Of Nova Scotia
Virtue Capital Management, LLC
Graves-Light Private Wealth Management, Inc.
Beaumont Financial Partners, LLC
Kowal Investment Group, LLC
Spectrum Planning & Advisory Services Inc.
We Are One Seven, LLC
FinTrust Capital Advisors, LLC
Wintrust Investments Llc
Massmutual Trust Co Fsb/adv
TFAZX - TFA Tactical Income Fund Class I
Wealthstreet Investment Advisors, LLC
Graypoint LLC
Concorde Asset Management, LLC
Fifth Third Securities, Inc.
Glovista Investments LLC
JNBA Financial Advisors
Mid Atlantic Financial Management Inc/adv
Morton Brown Family Wealth, LLC
Calton & Associates, Inc.
Samalin Investment Counsel, LLC
Vectors Research Management, LLC
Wealth Alliance
Fort Pitt Capital Group, Llc
Axxcess Wealth Management, Llc
Center for Financial Planning, Inc.
Genesee Capital Advisors, LLC
Financial Counselors Inc
Steel Peak Wealth Management LLC
Sawtooth Solutions, LLC
Ubs Oconnor Llc
Tranquilli Financial Advisor LLC
Barnett & Company, Inc.
Keystone Financial Services
Eubel Brady & Suttman Asset Management Inc
Hoey Investments, Inc
Deane Retirement Strategies, Inc.
Principal Financial Group Inc
Horizon Investments, LLC
Paragon Wealth Strategies, LLC
Eq Llc
Gemmer Asset Management LLC
Mount Yale Investment Advisors, LLC
Stonebridge Financial Planning Group, LLC
PAX Financial Group, LLC
Nkcfo Llc
Pettinga Financial Advisors, LLC
Stratos Wealth Advisors, LLC
Webster Bank, N. A.
Lantz Financial LLC
TRUE Private Wealth Advisors
Venturi Wealth Management, LLC
Bbr Partners, Llc
Thompson Davis & Co., Inc.
Beacon Capital Management, Inc.
Private Portfolio Partners Llc
Marshall Wace, Llp
Wedbush Securities Inc
Brighton Jones Llc
Confluence Wealth Services, Inc.
Nomura Asset Management Co Ltd
Masso Torrence Wealth Management Inc.
FRG Family Wealth Advisors LLC
Wealth Advisory Solutions, LLC
Soltis Investment Advisors LLC
Market Street Wealth Management Advisors Llc
Bay Harbor Wealth Management, LLC
Chilton Capital Management Llc
Castleview Partners, Llc
Comprehensive Financial Consultants Institutional, Inc.
Atom Investors LP
BDO Wealth Advisors, LLC
High Falls Advisors, Inc
Eagle Bay Advisors LLC
Eagle Capital Management, LLC
Central Bank & Trust Co
Sargent Bickham Lagudis LLC
LexAurum Advisors, LLC
Krs Capital Management, Llc
First Manhattan Co
Partners Capital Investment Group, Llp
MBL Wealth, LLC
Perigon Wealth Management, LLC
Crabel Capital Management, LLC
Vontobel Holding Ltd.
Signet Financial Management, Llc
Stonnington Group, Llc
BCJ Capital Management, LLC
Old Mission Capital Llc
Aveo Capital Partners, LLC
Tectonic Advisors Llc
Core Wealth Advisors, Inc.
Solstein Capital, LLC
Prelude Capital Management, Llc
Barometer Capital Management Inc.
Bruderman Asset Management, LLC
Gainplan LLC
Aspiriant, Llc
Nations Financial Group Inc, /ia/ /adv
tru Independence LLC
Independent Wealth Network Inc.
First Bank & Trust
Savior LLC
Fulcrum Capital LLC
Weatherly Asset Management L. P.
Northwest Capital Management Inc
Y-Intercept (Hong Kong) Ltd
Danda Trouve Investment Management, Inc.
Client First Capital LLC
Invst, LLC
Midwest Heritage Bank, FSB
Tri-Star Advisors Inc.
Mountain Capital Investment Advisors, Inc
Wellington Shields & Co., LLC
Q3 Asset Management
TAP Consulting, LLC
Firethorn Wealth Partners, Llc
TFAFX - Tactical Growth Allocation Fund Class I
Altshuler Shaham Ltd
Huntington National Bank
Wealthcare Advisory Partners LLC
Del-Sette Capital Management, LLC
U.S. Capital Wealth Advisors, LLC
WESPAC Advisors, LLC
Capital Market Strategies LLC
TKG Advisors, LLC
New World Advisors LLC
Austin Private Wealth, LLC
Elmwood Wealth Management, Inc.
Trexquant Investment LP
Healthcare Of Ontario Pension Plan Trust Fund
G&S Capital LLC
Jump Financial, LLC
Clarus Wealth Advisors
TFAMX - Tactical Moderate Allocation Fund Class A
New England Investment & Retirement Group, Inc.
Lineweaver Wealth Advisors, LLC
Chevy Chase Trust Holdings, Inc.
Newbridge Financial Services Group, Inc.
Asset Dedication, LLC
Eaton Vance Management
Jordan Park Group LLC
Ambassador Advisors, LLC
Swmg, Llc
RiverTree Advisors, LLC
Bedell Frazier Investment Counseling, LLC
Cooper/haims Advisors, Llc
Nwam Llc
Fulcrum Equity Management
Gradient Investments LLC
Hanlon Investment Management, Inc.
Permanens Capital L.P.
Sowell Financial Services LLC
Bank Hapoalim Bm
CRTBX - Conquer Risk Tactical Rotation Fund
Viridian Ria, Llc
Bivin & Associates, Inc.
Colton Groome Financial Advisors, Llc
StoneX Group Inc.
WealthPLAN Partners, LLC
Deutsche Bank Ag\
PASIX - PACE Alternative Strategies Investments Class A 165.47
Name Current Shares Current PPS Previous Shares Previous PPS
Envestnet Asset Management Inc 5,236,081 136.37 3,782,628 168.27
Mercer Global Advisors Inc /adv 4,803,064 136.37 3,212,283 168.27
Balentine LLC 4,471,409 136.37 450,884 168.27
Fmr Llc 2,763,808 136.37 2,353,845 168.27
Raymond James & Associates 2,578,299 136.37 2,557,974 168.27
Morgan Stanley 2,096,303 136.37 2,284,146 168.27
Bank Of America Corp /de/ 1,918,869 136.37 2,228,663 168.27
Wealth Enhancement Advisory Services, Llc 1,895,525 137.70 1,711,836 170.35
State Of Michigan Retirement System 1,809,434 136.37 1,749,750 168.27
Cwm, Llc 1,279,322 136.37 1,398,732 168.27
Assetmark, Inc 1,204,995 136.37 1,136,793 168.27
BlackRock Inc. 1,010,593 136.37 1,215,662 168.27
ARGI Investment Services, LLC 999,158 136.37 1,001,333 168.27
UBS Group AG 943,707 136.37 1,021,750 168.27
Wells Fargo & Company/mn 891,410 136.37 956,337 168.27
Pnc Financial Services Group, Inc. 802,092 136.37 856,779 168.27
LPL Financial LLC 725,926 136.37 836,867 168.27
Savant Capital, LLC 680,059 136.37 735,535 168.27
Ameriprise Financial Inc 607,230 136.27 873,714 168.52
Balasa Dinverno & Foltz Llc 596,554 136.37 594,681 168.27
Name Current Shares Current PPS Previous Shares Previous PPS
Financial Sense Advisors, Inc. 64,663 136.37 0
Chicago Partners Investment Group LLC 64,343 143.42 64,408 137.23
Balyasny Asset Management Llc 30,457 136.36 0
Cutler Group LP 21,900 3.24 1,400 2.86
New England Private Wealth Advisors LLC 19,577 168.31 19,584 168.25
CFS Investment Advisory Services, LLC 18,955 136.38 3,469,059 0.01
ONE Advisory Partners, LLC 6,861 136.42 0
Heritage Wealth Management, Llc 6,391 136370.05 7,365 168.23
First Heartland Consultants, Inc. 5,790 136.27 0
GWM Advisors LLC 4,807 136.26 0
Wealth Quarterback LLC 4,025 0.25 12,251 0.16
Renaissance Technologies Llc 3,200 136.25 0
Wolverine Trading, Llc 2,610 136.78 0
Lion Street Advisors, LLC 2,491 191.09 0
Simplex Trading, Llc 2,287 135.99 0
Great Valley Advisor Group, Inc. 2,049 136.16 0
Vista Private Wealth Partners. LLC 1,566 136.02 0
Harbor Investment Advisory, Llc 1,107 136.40 0
Sofos Investments, Inc. 544 5.51 672 4.46
Trust Co Of Vermont 416 137.02 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Balentine LLC 4,020,525 4,471,409 136.37 450,884 168.27 891.70
Mercer Global Advisors Inc /adv 1,590,781 4,803,064 136.37 3,212,283 168.27 49.52
Envestnet Asset Management Inc 1,453,453 5,236,081 136.37 3,782,628 168.27 38.42
Keybank National Association/oh 581,243 583,368 136.37 2,125 168.47 27352.61
Fmr Llc 409,963 2,763,808 136.37 2,353,845 168.27 17.42
Wealth Enhancement Advisory Services, Llc 183,689 1,895,525 137.70 1,711,836 170.35 10.73
M&t Bank Corp 137,690 141,276 1.95 3,586 168.15 3839.65
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 72,217 454,968 136.37 382,751 168.27 18.87
Assetmark, Inc 68,202 1,204,995 136.37 1,136,793 168.27 6.00
Financial Sense Advisors, Inc. 64,663 64,663 136.37 0 0.00
Hrt Financial Lp 61,443 129,179 136.37 67,736 168.26 90.71
State Of Michigan Retirement System 59,684 1,809,434 136.37 1,749,750 168.27 3.41
Apella Capital, LLC 46,497 190,240 136.37 143,743 168.27 32.35
Millennium Management Llc 43,913 55,000 136.36 11,087 168.31 396.08
Wealth Management Solutions, LLC 40,115 130,406 136.37 90,291 168.27 44.43
Goldman Sachs Group Inc 38,084 48,576 136.36 10,492 168.22 362.98
Scotia Capital Inc. 36,841 74,958 136.37 38,117 168.27 96.65
Intrust Bank Na 36,698 36,960 136.36 262 167.94 14006.87
Balyasny Asset Management Llc 30,457 30,457 136.36 0 0.00
Symmetry Partners, LLC 29,928 254,755 136.37 224,827 168.27 13.31
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
CFS Investment Advisory Services, LLC 3,450,104 18,955 136.38 3,469,059 0.01 -99.45
Signature Estate & Investment Advisors Llc 807,980 8,595 136.36 816,575 168.27 -98.95
Thrivent Financial For Lutherans 749,756 39,477 136.38 789,233 180.92 -95.00
AE Wealth Management LLC 697,185 229,332 136.37 926,517 168.27 -75.25
First Business Financial Services, Inc. 381,860 34,617 136.38 416,477 168.27 -91.69
Bank Of America Corp /de/ 309,794 1,918,869 136.37 2,228,663 168.27 -13.90
Ameriprise Financial Inc 266,484 607,230 136.27 873,714 168.52 -30.50
BlackRock Inc. 205,069 1,010,593 136.37 1,215,662 168.27 -16.87
McKinley Carter Wealth Services, Inc. 197,521 21,578 136.39 219,099 168.27 -90.15
Morgan Stanley 187,843 2,096,303 136.37 2,284,146 168.27 -8.22
TMD Wealth Management, LLC 159,772 9,063 136.38 168,835 168.27 -94.63
Requisite Capital Management, LLC 147,506 2,971 136.32 150,477 168.27 -98.03
Cwm, Llc 119,410 1,279,322 136.37 1,398,732 168.27 -8.54
LPL Financial LLC 110,941 725,926 136.37 836,867 168.27 -13.26
RFG Advisory, LLC 92,996 289,706 140.76 382,702 168.27 -24.30
Wall Capital Group, Inc. 89,810 189,337 137.49 279,147 168.27 -32.17
Foster Dykema Cabot & Co Inc/ma 87,005 1,646 136.09 88,651 168.27 -98.14
UBS Group AG 78,043 943,707 136.37 1,021,750 168.27 -7.64
Truist Financial Corp 77,820 111,637 136.37 189,457 168.27 -41.08
Meridian Wealth Advisors, LLC 73,894 4,175 136.29 78,069 168.27 -94.65
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
Cutler Group LP 20,500 21,900 1,400 1464.29
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Susquehanna International Group, Llp 95,340 56,700 152,040 -62.71
Citadel Advisors Llc 8,087 48,800 56,887 -14.22
Name

Past Week Analysis

Name Shares PPS
Name Shares PPS
W Advisors, Llc
ACMAX - Absolute Capital Defender Fund Class A Shares 3,600 168.33
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares 5,200 168.27
Schmidt P J Investment Management Inc 2,100 147.14
Name Current Shares Current PPS Previous Shares Previous PPS
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service 238,920 136.37 242,605 168.27
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service 137,266 136.37 141,498 168.27
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 111,335 136.37 115,919 168.27
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service 92,978 136.37 90,182 168.27
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares 22,430 136.38 26,650 168.26
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 17,953 136.36 43,651 168.27
Sage Mountain Advisors LLC 432 136.57 1,875 168.53
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service 2,796 92,978 136.37 90,182 168.27 3.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 25,698 17,953 136.36 43,651 168.27 -58.87
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4,584 111,335 136.37 115,919 168.27 -3.95
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service 4,232 137,266 136.37 141,498 168.27 -2.99
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares 4,220 22,430 136.38 26,650 168.26 -15.83
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service 3,685 238,920 136.37 242,605 168.27 -1.52
Sage Mountain Advisors LLC 1,443 432 136.57 1,875 168.53 -76.96
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