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 1,296 426.00 227.07 235.49
Previous Quarter 1,295 434.00 227.08 236.70

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 55 157 159 0 72 47
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 6 8 33 0 13 9
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 8,376,021 14.50 95.29 12,614,455 21.83 228.59
Previous Quarter 3,514,420 6.08 227.08 12,637,249 21.87 229.07

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 6,036,535
Vanguard Group Inc 5,997,575 227.08
BlackRock Inc. 4,861,009
BlackRock Inc. 3,510,669 227.08
Nord Jane B 2,991,902
Savage Jennifer A 2,956,395
State Street Corp 2,467,509 227.08
Kayne Anderson Rudnick Investment Management Llc 2,088,770 227.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,506,457 227.08
IJH - iShares Core S&P Mid-Cap ETF 1,496,057 255.27
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,313,506 227.08
Massachusetts Financial Services Co /ma/ 1,233,243 227.08
Geode Capital Management, Llc 1,227,843 226.63
VFINX - Vanguard 500 Index Fund Investor Shares 1,184,054 227.08
Neuberger Berman Group LLC 935,136 227.10
MGIAX - MFS International Intrinsic Value Fund A 906,475 226.49
Atlanta Capital Management Co L L C 903,318 227.08
Champlain Investment Partners, LLC 888,335 227.08
Royal London Asset Management Ltd 877,147 227.16
Keybank National Association/oh 857,537 227.08

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 5,997,575 227.08
BlackRock Inc. 3,510,669 227.08
State Street Corp 2,467,509 227.08
Kayne Anderson Rudnick Investment Management Llc 2,088,770 227.08
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,506,457 227.08
IJH - iShares Core S&P Mid-Cap ETF 1,496,057 255.27
NAESX - Vanguard Small-Cap Index Fund Investor Shares 1,313,506 227.08
Massachusetts Financial Services Co /ma/ 1,233,243 227.08
Geode Capital Management, Llc 1,227,843 226.63
VFINX - Vanguard 500 Index Fund Investor Shares 1,184,054 227.08
Neuberger Berman Group LLC 935,136 227.10
MGIAX - MFS International Intrinsic Value Fund A 906,475 226.49
Atlanta Capital Management Co L L C 903,318 227.08
Champlain Investment Partners, LLC 888,335 227.08
Royal London Asset Management Ltd 877,147 227.16
Keybank National Association/oh 857,537 227.08
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares 792,247 227.08
Invesco Ltd. 738,911 227.08
VEXMX - Vanguard Extended Market Index Fund Investor Shares 712,915 255.27
EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 703,052 227.08

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 6,036,535
Nord Jane B 2,991,902
Savage Jennifer A 2,956,395
RSP - Invesco S&P 500 Equal Weight ETF 299,726 215.69
Farmer Steven Patrick 159,455 202.44
SWPPX - Schwab S&P 500 Index Fund 97,888 215.69
RGI - Invesco S&P 500 Equal Weight Industrials ETF 26,843 215.70
FLCPX - Fidelity SAI U.S. Large Cap Index Fund 17,924 215.69
DFUSX - U.s. Large Company Portfolio 16,379 215.70
GPM Growth Investors, Inc. 14,577 202.44
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 10,954 215.72
PLPIX - LargeCap S&P 500 Index Fund R-1 9,174 215.72
Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4,721 215.63
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4,538 215.73
DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4,152 215.80
FNY - First Trust Mid Cap Growth AlphaDEX Fund 4,109 215.62
FDFIX - Fidelity Flex 500 Index Fund 3,981 226.58
PEOPX - BNY Mellon S&P 500 Index Fund 3,389 215.70
XYLD - Global X S&P 500 Covered Call ETF 2,712 215.71
TLORX - Transamerica Large Value Opportunities R 2,229 215.79
Name Shares PPS
Citadel Advisors Llc 79,522 227.08
Marshall Wace North America L.P. 27,006 238.17
Private Capital Advisors, Inc. 23,705 227.08
Aaron Wealth Advisors LLC 12,943 4.40
Johanson Financial Advisors, Inc. 11,766 255.31
PTMC - Pacer Trendpilot US Mid Cap ETF 5,943 254.25
Walleye Trading LLC 4,000 227.00
FDFIX - Fidelity Flex 500 Index Fund 3,981 226.58
CSMOX - Chiron SMid Opportunities Fund Class I Shares 2,744 254.37
World Asset Management Inc 2,208 238.22
Wolverine Trading, Llc 1,600 230.00
Wolverine Trading, Llc 1,600 230.00
HighPoint Advisor Group LLC 1,546 238.03
Psagot Investment House Ltd. 1,449 238.10
STAAA - SA PGI Asset Allocation Portfolio Class 3 1,392 238.51
DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 1,119 237.71
Heritage Wealth Management, Llc 955 238.74
IBM Retirement Fund 914 227.57
DTD - WisdomTree U.S. Total Dividend Fund N/A 898 238.31
Wealthfront Advisers Llc 885 227.12
TADS - Trend Aggregation Dividend Stock ETF 768 238.28
IFP Advisors, Inc 743 255.72
Koshinski Asset Management, Inc. 719 226.70
NULV - Nuveen ESG Large-Cap Value ETF 570 254.39
First Mercantile Trust Co 530 237.74
Gemmer Asset Management LLC 195 225.64
Sonora Investment Management, LLC 150 240.00
Bbva Usa 126 238.10
Asset Dedication, LLC 12 250.00
Pacifica Partners Inc. 10 200.00
Concord Wealth Partners 9 222.22
Berman Capital Advisors, LLC 5 200.00
Agf Investments Inc.
XTX Topco Ltd
YLD - Principal Active Income ETF (formerly Principal EDGE Active Income ETF)
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Aigen Investment Management, Lp
QCGRRX - Growth Account Class R1
Prelude Capital Management, Llc
Jade Capital Advisors, LLC
Arkadios Wealth Advisors
Quantitative Systematic Strategies LLC
Pearl River Capital, LLC
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
Laurion Capital Management LP
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
PDT Partners, LLC
CX Institutional
Occudo Quantitative Strategies Lp
Bellwether Advisors, LLC
Pensionfund DSM Netherlands
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
AAHYX - Thrivent Diversified Income Plus Fund Class A
Trustcore Financial Services, Llc
Savior LLC
Mirabella Financial Services Llp
Cresset Asset Management, LLC
Marshall Financial Group LLC
Voloridge Investment Management, Llc
Teza Capital Management LLC
Carolinas Wealth Consulting Llc
Holocene Advisors, LP
SCPAX - Siit Large Cap Disciplined Equity Fund - Class A
Group One Trading, L.p.
Chiron Investment Management, LLC
Zions Bancorporation, N.A.
MQS Management LLC
Capitolis Advisors LLC
Trexquant Investment LP
Sageworth Trust Co
Verition Fund Management LLC
Brookfield Asset Management Inc.
Select Equity Group, L.P.
Pallas Capital Advisors LLC
Pflug Koory, LLC
FORA Capital, LLC
D'Orazio & Associates, Inc.
Sciencast Management LP
Campbell & CO Investment Adviser LLC
Hrt Financial Lp
Quantitative Investment Management, LLC
CastleArk Alternatives, LLC
Total Clarity Wealth Management, Inc.
Twin Tree Management, LP
Profund Advisors Llc
Harvest Investment Services, LLC
Meiji Yasuda Life Insurance Co
Quadrature Capital Ltd
Cookson Peirce & Co Inc
Snowden Capital Advisors LLC
Consolidated Planning Corp
Schonfeld Strategic Advisors LLC
Balyasny Asset Management Llc
GWM Advisors LLC
Walleye Capital LLC
Kiwi Wealth Investments Limited Partnership
Fuller & Thaler Asset Management, Inc.
Checchi Capital Advisers, LLC
Hayek Kallen Investment Management
Moors & Cabot, Inc.
Astrantus Ltd
AMP Capital Investors Ltd
Golden State Wealth Management, LLC
AABFX - Thrivent Balanced Income Plus Fund Class A
Thames Capital Management Llc
Ceredex Value Advisors LLC
Smith Group Asset Management, LLC
Castleview Partners, Llc
SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A
Bartlett & Co. LLC
Virtu Financial LLC
Advantage Alpha Capital Partners LP
BFOR - Barron's 400 ETF
Qube Research & Technologies Ltd
Spectrum Asset Management, Inc. (NB/CA)
Proequities, Inc.
Better Money Decisions, LLC
Signet Financial Management, Llc
Liberty Wealth Management Llc
GFSYX - Strategic Alternatives Fund Institutional
Wealth Advisory Solutions, LLC
Gryphon Financial Partners LLC
Candriam Luxembourg S.C.A.
Shelton Capital Management
Confluence Wealth Services, Inc.
Ritholtz Wealth Management
Point72 Hong Kong Ltd
ExodusPoint Capital Management, LP
Interval Partners, LP
Keebeck Alpha, LP
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
Weaver C. Barksdale & Associates, Inc.
Financial Management Professionals, Inc.
Institutional & Family Asset Management, Llc
Varma Mutual Pension Insurance Co
Norway Savings Bank
Norges Bank
Ieq Capital, Llc
Jacobi Capital Management LLC
Squarepoint Ops LLC
Kestra Private Wealth Services, Llc
Marshall Wace, Llp
Fortis Advisors, LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Asahi Life Asset Management Co., Ltd.
South Dakota Investment Council
Tudor Investment Corp Et Al
Eagle Bay Advisors LLC
Tokio Marine Asset Management Co Ltd
Twin Tree Management, LP
We Are One Seven, LLC
Prescott Group Capital Management, L.l.c.
Ontario Teachers Pension Plan Board
Hm Payson & Co
Sloy Dahl & Holst, LLC
Y-Intercept (Hong Kong) Ltd
Great Lakes Advisors, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 4,861,009 3,510,669 227.08
TWCUX - Ultra Fund Investor Class 405,000 215.69 322,200 232.54
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 330,891 215.69 355,323 232.54
Boston Trust Walden Corp 191,128 202.44 157,251 227.08
Mountain Pacific Investment Advisers Inc/id 166,141 202.44 165,776 227.08
Confluence Investment Management Llc 159,455 202.44 158,791 227.08
FSMDX - Fidelity Mid Cap Index Fund 142,431 215.69 130,501 232.54
FUQIX - Fidelity SAI U.S. Quality Index Fund 104,171 215.69 95,316 232.54
FEQIX - Fidelity Equity-Income Fund 102,861 215.69 143,148 232.54
FGRIX - Fidelity Growth & Income Portfolio 99,127 215.69 99,127 232.54
ROBO - ROBO Global(R) Robotics and Automation Index ETF 97,241 215.69 101,644 232.54
Harvey Investment Co Llc 93,078 202.44 76,692 227.08
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 86,320 215.69 86,320 232.54
TADAX - Transamerica US Growth A 71,711 215.69 67,240 232.54
Copeland Capital Management, LLC 69,848 202.44 69,681 227.08
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A 60,357 215.68 51,477 232.53
Truist Financial Corp 51,036 202.45 56,650 227.08
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 50,827 215.69 50,827 232.53
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 46,105 215.68 43,318 232.54
MCGFX - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 40,277 215.68 41,461 232.53
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BlackRock Inc. 1,350,340 4,861,009 3,510,669 227.08 38.46
TWCUX - Ultra Fund Investor Class 82,800 405,000 215.69 322,200 232.54 25.70
Boston Trust Walden Corp 33,877 191,128 202.44 157,251 227.08 21.54
Harvey Investment Co Llc 16,386 93,078 202.44 76,692 227.08 21.37
FSMDX - Fidelity Mid Cap Index Fund 11,930 142,431 215.69 130,501 232.54 9.14
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A 8,880 60,357 215.68 51,477 232.53 17.25
FUQIX - Fidelity SAI U.S. Quality Index Fund 8,855 104,171 215.69 95,316 232.54 9.29
Cambridge Investment Research Advisors, Inc. 6,915 25,838 202.45 18,923 227.08 36.54
VEXPX - VANGUARD EXPLORER FUND Investor Shares 6,631 31,874 215.69 25,243 232.54 26.27
DGRO - iShares Core Dividend Growth ETF 5,239 34,353 215.70 29,114 232.53 17.99
TADAX - Transamerica US Growth A 4,471 71,711 215.69 67,240 232.54 6.65
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 2,787 46,105 215.68 43,318 232.54 6.43
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2,289 26,680 215.70 24,391 232.54 9.38
FLCOX - Fidelity Large Cap Value Index Fund 1,737 12,972 215.70 11,235 232.58 15.46
PASIX - PACE Alternative Strategies Investments Class A 1,640 212 216.98 -1,428 232.49 -114.85
VT - Vanguard Total World Stock Index Fund ETF Shares 1,638 27,894 215.67 26,256 232.56 6.24
ACWI - iShares MSCI ACWI ETF 1,235 15,886 215.66 14,651 232.54 8.43
CZA - Invesco Zacks Mid-Cap ETF 1,177 10,115 215.72 8,938 232.49 13.17
DFAC - Dimensional U.S. Core Equity 2 ETF 1,055 39,534 215.69 38,479 232.54 2.74
FXR - First Trust Industrials/Producer Durables AlphaDEX Fund 1,030 19,513 215.70 18,483 232.54 5.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FEQIX - Fidelity Equity-Income Fund 40,287 102,861 215.69 143,148 232.54 -28.14
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 24,432 330,891 215.69 355,323 232.54 -6.88
PMPRX - MidCap Value Fund I R-3 23,863 3,578 215.76 27,441 232.54 -86.96
State of Alaska, Department of Revenue 7,471 8,754 202.31 16,225 226.93 -46.05
Truist Financial Corp 5,614 51,036 202.45 56,650 227.08 -9.91
ROBO - ROBO Global(R) Robotics and Automation Index ETF 4,403 97,241 215.69 101,644 232.54 -4.33
TOK - iShares MSCI Kokusai ETF 3,905 192 213.54 4,097 232.61 -95.31
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 3,860 6,305 215.70 10,165 232.56 -37.97
FNX - First Trust Mid Cap Core AlphaDEX Fund 2,801 3,370 215.73 6,171 232.54 -45.39
IYJ - iShares U.S. Industrials ETF 1,623 14,707 215.68 16,330 232.52 -9.94
MCGFX - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 1,184 40,277 215.68 41,461 232.53 -2.86
SIZE - iShares Edge MSCI USA Size Factor ETF 602 2,773 215.65 3,375 232.59 -17.84
Pensionfund Sabic 500 6,500 202.46 7,000 227.14 -7.14
TAAAX - Thrivent Aggressive Allocation Fund Class A 470 554 214.80 1,024 232.42 -45.90
AALGX - Thrivent Global Stock Fund Class A 466 690 215.94 1,156 232.70 -40.31
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 462 851 216.22 1,313 232.29 -35.19
THMAX - Thrivent Moderate Allocation Fund Class A 351 704 215.91 1,055 232.23 -33.27
DIEFX - Destinations International Equity Fund Class I 338 12,794 217.91 13,132 226.47 -2.57
FIDU - Fidelity MSCI Industrials Index ETF 280 10,883 215.66 11,163 232.55 -2.51
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 237 9,337 215.70 9,574 232.50 -2.48
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
SPFIX - S&P 500 Index Fund Direct Shares 343 218.66
Trust Co Of Vermont 62 209.68
Steward Financial Group LLC 30 200.00
Charter Oak Capital Management, LLC 25 200.00
TCI Wealth Advisors, Inc. 4 250.00
Mv Capital Management, Inc. 1
Name Shares PPS
IBM Retirement Fund 914 227.57
Asset Dedication, LLC 12 250.00
Kestra Private Wealth Services, Llc
Pacifica Partners Inc. 10 200.00
Private Capital Advisors, Inc. 23,705 227.08
Gemmer Asset Management LLC 195 225.64
Aaron Wealth Advisors LLC 12,943 4.40
Wealthfront Advisers Llc 885 227.12
Name Current Shares Current PPS Previous Shares Previous PPS
Boston Trust Walden Corp 191,128 202.44 157,251 227.08
Mountain Pacific Investment Advisers Inc/id 166,141 202.44 165,776 227.08
Harvey Investment Co Llc 93,078 202.44 76,692 227.08
Truist Financial Corp 51,036 202.45 56,650 227.08
Bond & Devick Financial Network, Inc. 21,708 202.46 21,823 227.10
Brinker Capital Investments, LLC 20,999 202.44 20,597 227.07
Capital Insight Partners, Llc 14,285 202.45 13,898 227.08
DIEFX - Destinations International Equity Fund Class I 12,794 217.91 13,132 226.47
Gulf International Bank (UK) Ltd 9,685 201.86 9,685 227.05
Commonwealth Equity Services, Llc 9,607 202.35 9,576 227.03
Aquila Investment Management LLC 5,500 202.36 5,500 227.09
Hartford Investment Management Co 5,206 202.46 5,155 227.16
LVW Advisors, LLC 3,748 202.51 3,559 227.03
Louisiana State Employees Retirement System 3,400 214.71 3,400 226.47
New Mexico Educational Retirement Board 3,000 202.33 3,100 227.10
NorthCrest Asset Manangement, LLC 2,760 202.54 2,760 227.17
Sequoia Financial Advisors, LLC 2,409 202.57 2,446 226.90
Farmers Trust Co 2,400 202.50 2,400 227.08
Moody Aldrich Partners Llc 1,904 202.21 1,925 227.01
Wedbush Securities Inc 1,871 202.57 1,836 227.12
MAI Capital Management 1,762 202.61 1,568 227.04
Dixon Hubard Feinour & Brown Inc/va 1,438 202.36 1,438 227.40
DAVENPORT & Co LLC 1,161 202.41 1,143 227.47
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 1,133 218.01 848 226.42
Wealth Advisors of Tampa Bay, LLC 1,000 202.00 1,000 228.00
Ellevest, Inc. 548 202.55 110 227.27
DLCFX - Destinations Large Cap Equity Fund Class I 407 218.67 436 227.06
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 224 218.75 224 227.68
DSHFX - Destinations Shelter Fund Class I 185 216.22 185 227.03
Spire Wealth Management 82 207.32 84 226.19
Umb Bank N A/mo 66 196.97 66 227.27
Ogorek Anthony Joseph /ny/ /adv 52 192.31 52 211.54
Money Concepts Capital Corp 36 194.44 129 224.81
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Boston Trust Walden Corp 33,877 191,128 202.44 157,251 227.08 21.54
Harvey Investment Co Llc 16,386 93,078 202.44 76,692 227.08 21.37
Ellevest, Inc. 438 548 202.55 110 227.27 398.18
Brinker Capital Investments, LLC 402 20,999 202.44 20,597 227.07 1.95
Capital Insight Partners, Llc 387 14,285 202.45 13,898 227.08 2.78
Mountain Pacific Investment Advisers Inc/id 365 166,141 202.44 165,776 227.08 0.22
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 285 1,133 218.01 848 226.42 33.61
MAI Capital Management 194 1,762 202.61 1,568 227.04 12.37
LVW Advisors, LLC 189 3,748 202.51 3,559 227.03 5.31
Hartford Investment Management Co 51 5,206 202.46 5,155 227.16 0.99
Wedbush Securities Inc 35 1,871 202.57 1,836 227.12 1.91
Commonwealth Equity Services, Llc 31 9,607 202.35 9,576 227.03 0.32
DAVENPORT & Co LLC 18 1,161 202.41 1,143 227.47 1.57
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Truist Financial Corp 5,614 51,036 202.45 56,650 227.08 -9.91
DIEFX - Destinations International Equity Fund Class I 338 12,794 217.91 13,132 226.47 -2.57
Bond & Devick Financial Network, Inc. 115 21,708 202.46 21,823 227.10 -0.53
New Mexico Educational Retirement Board 100 3,000 202.33 3,100 227.10 -3.23
Money Concepts Capital Corp 93 36 194.44 129 224.81 -72.09
Sequoia Financial Advisors, LLC 37 2,409 202.57 2,446 226.90 -1.51
DLCFX - Destinations Large Cap Equity Fund Class I 29 407 218.67 436 227.06 -6.65
Moody Aldrich Partners Llc 21 1,904 202.21 1,925 227.01 -1.09
Spire Wealth Management 2 82 207.32 84 226.19 -2.38
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