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	918	47.00	47.41	47.25
Previous Quarter	989	49.00	47.42	48.06

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	15	209	137	3	56	54
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	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	2	4	22	2	8	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	4,904,975	3.86	47.41	24,728,541	19.46	47.43
Previous Quarter	4,907,420	3.86	47.41	24,748,485	19.47	47.54

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	12,719,653
Vanguard Group Inc	12,428,932	47.41
FMR LLC	11,640,808
Fmr Llc	10,151,156	47.41
Capital International Investors	9,842,786	47.41
VARDE PARTNERS INC	7,552,292
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A	5,538,132	47.41
BlackRock Inc.	4,891,594	47.41
CAIBX - CAPITAL INCOME BUILDER Class A	3,542,856	45.93
Janus Henderson Group Plc	3,385,493	47.41
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,280,373	47.41
Wellington Management Group Llp	3,126,854	47.41
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,877,631	47.41
JSVAX - Janus Henderson Contrarian Fund Class T	2,837,719	47.41
Apollo Management Holdings GP, LLC	2,608,226
Clearbridge Investments, LLC	2,497,040	47.41
Dimensional Fund Advisors Lp	2,212,840	47.41
Parsifal Capital Management, LP	2,140,428	47.41
Geode Capital Management, Llc	2,035,367	47.49
Rockefeller Capital Management L.P.	1,958,460	47.41

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	12,428,932	47.41
Fmr Llc	10,151,156	47.41
Capital International Investors	9,842,786	47.41
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A	5,538,132	47.41
BlackRock Inc.	4,891,594	47.41
CAIBX - CAPITAL INCOME BUILDER Class A	3,453,135	51.66
Janus Henderson Group Plc	3,385,493	47.41
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,280,373	47.41
Wellington Management Group Llp	3,126,854	47.41
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,877,631	47.41
JSVAX - Janus Henderson Contrarian Fund Class T	2,837,719	47.41
Clearbridge Investments, LLC	2,497,040	47.41
Dimensional Fund Advisors Lp	2,212,840	47.41
Parsifal Capital Management, LP	2,140,428	47.41
Geode Capital Management, Llc	2,035,367	47.49
Rockefeller Capital Management L.P.	1,958,460	47.41
Arrowstreet Capital, Limited Partnership	1,956,556	47.41
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	1,882,728	47.41
Park West Asset Management LLC	1,869,618	47.41
FBALX - Fidelity Balanced Fund	1,837,541	50.98

Recent Quarter Analysis

Recent Quarter 15 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	12,719,653
FMR LLC	11,640,808
VARDE PARTNERS INC	7,552,292
Apollo Management Holdings GP, LLC	2,608,226
FDVV - Fidelity High Dividend ETF	326,834	45.93
LSVEX - LSV VALUE EQUITY FUND Institutional Class Shares	146,800	45.93
FDRR - Fidelity Dividend ETF for Rising Rates	86,644	45.94
HSSAX - Emerald Banking and Finance Fund Class A	8,892	45.88
REUYX - Sustainable Equity Fund Class Y	7,502	45.99
WFIVX - Wilshire 5000 Index Fund Investment Class	760	47.37
Allworth Financial LP	645	37.21
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class	74	40.54
Hexagon Capital Partners LLC	11
Steward Financial Group LLC	10
Capstone Investment Advisors, Llc	0

Recent Quarter 209 Institutes closed out their positions

Name	Shares	PPS
CGMFX - CGM Focus Fund	310,000	55.33
BIGRX - Income & Growth Fund Investor Class	275,124	55.33
LOMMX - CGM Mutual Fund	245,000	55.33
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A	152,190	55.33
OASGX - Optimum Small-mid Cap Growth Fund Class A	84,492	55.33
SWDSX - Schwab Dividend Equity Fund	74,819	52.81
STFBX - State Farm Balanced Fund	73,900	55.33
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	51,496	55.32
PFI - Invesco DWA Financial Momentum ETF	44,890	52.82
HighPoint Advisor Group LLC	43,315	55.34
AVGIX - Vp Income & Growth Fund Class I	42,113	55.33
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A	39,600	52.80
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio	34,000	55.32
Capital Fund Management S.a.	33,904	47.40
Capital Fund Management S.a.	33,904	47.40
Wolverine Trading, Llc	28,900	47.58
SPWIX - Simt Small Cap Growth Fund Class I	28,850	55.32
Tributary Capital Management, LLC	27,600	47.43
PFPPX - MidCap Growth Fund R-3	26,783	52.79
ITTAX - Hartford Multi-Asset Income and Growth Fund Class A	23,621	52.79
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class	20,874	55.33
ASQIX - Small Company Fund Investor Class	18,853	55.32
SATOX - Tax-Aware Overlay A Portfolio Class 1	15,914	55.36
JSFBX - John Hancock Seaport Long/Short Fund Class A	13,500	52.81
IMNAX - Transamerica Global Equity A	13,307	52.83
VMNFX - Vanguard Market Neutral Fund Investor Shares	13,293	55.37
Springowl Associates Llc	12,923	55.33
IMCV - iShares Morningstar Mid-Cap Value ETF	11,885	52.84
FCPI - Fidelity Stocks for Inflation ETF	11,626	51.69
Truist Financial Corp	11,210	47.37
IMCB - iShares Morningstar Mid-Cap ETF	10,967	52.79
SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES	10,461	55.35
Tudor Investment Corp Et Al	10,254	47.40
Tudor Investment Corp Et Al	10,254	47.40
SLLAX - SIMT Small Cap Fund Class F	9,574	55.36
PENN SERIES FUNDS INC - Smid Cap Value Fund	8,664	55.29
O'Shares Investment Advisers, LLC	8,543	47.41
SAOOX - Overlay A Portfolio Class 1	7,367	55.38
SPGIX - Simt Large Cap Growth Fund Class I	6,055	55.33
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF	5,416	55.39
First Mercantile Trust Co	5,122	55.25
PLHAX - PGIM QMA Long-Short Equity Fund Class A	4,900	55.31
CLSE - Convergence Long/Short Equity ETF	4,857	51.06
MARNX - Convergence Long/Short Equity Fund - Institutional Class	4,422	49.75
Raymond James Trust N.a.	4,357	47.51
Harbor Financial Services, Llc	4,212	55.32
ILCV - iShares Morningstar Large-Cap Value ETF	4,207	52.77
Cutler Group LP	3,400	0.88
BBISX - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class	3,150	55.24
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	2,411	51.85
ILCB - iShares Morningstar Large-Cap ETF	2,395	52.61
MML Series Investment Fund II - MML Equity Rotation Fund Class II	2,226	55.26
QDYN - FlexShares Quality Dividend Dynamic Index Fund	1,953	52.74
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3	1,857	52.77
BKMC - BNY Mellon US Mid Cap Core Equity ETF	1,332	52.55
PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6	900	53.33
WFIVX - Wilshire 5000 Index Fund Investment Class	760	47.37
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	700	55.71
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class	588	56.12
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A	327	55.05
QRPNX - AQR Alternative Risk Premia Fund Class N	301	56.48
Berman Capital Advisors, LLC	133	52.63
JNBA Financial Advisors	4
Capstone Investment Advisors, Llc
C M Bidwell & Associates Ltd
Lebenthal Global Advisors, LLC
Blueshift Asset Management, LLC
VASFX - Vanguard Alternative Strategies Fund Investor Shares
Quantitative Systematic Strategies LLC
ABASX - AB Discovery Value Fund Class A
Bridgefront Capital, LLC
Seven Eight Capital, Lp
Enterprise Financial Services Corp
Diametric Capital, LP
Farmers & Merchants Investments Inc
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
Wolverine Asset Management Llc
Marshall Wace North America L.P.
Advisory Services Network, LLC
AdvisorShares Investments LLC
Diversified Trust Co
Brookstone Capital Management
Clear Harbor Asset Management, LLC
Ghisallo Capital Management LLC
Advisor Resource Council
Philadelphia Financial Management of San Francisco, LLC
Ascendant Capital Management, LLC
Financial Partners Group, Inc
Prelude Capital Management, Llc
Carroll Financial Associates, Inc.
Cribstone Capital Management, LLC
Avestar Capital, LLC
LMR Partners LLP
CenterStar Asset Management, LLC
Athanor Capital, Lp
EAM Investors, LLC
Schonfeld Strategic Advisors LLC
Fulton Breakefield Broenniman Llc
SDSCX - BNY Mellon Small/Mid Cap Growth Fund Class I
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
Cerity Partners LLC
Moody Aldrich Partners Llc
Axiom Investment Management LLC
Boothbay Fund Management, Llc
Hillsdale Investment Management Inc.
Aquatic Capital Management LLC
Maverick Capital Ltd
Soros Fund Management Llc
SG Americas Securities, LLC
Panagora Asset Management Inc
Ensign Peak Advisors, Inc
Jupiter Asset Management Ltd
Lyon Street Capital, LLC
Jacobs Asset Management, Llc
O'shaughnessy Asset Management, Llc
Winton Capital Group Ltd
Brookfield Asset Management Inc.
Winmill & Co. Inc
Bank Of Nova Scotia
Point72 Asset Management, L.P.
Spectrum Equity Management, Inc.
Norges Bank
Hudson Bay Capital Management LP
Duquesne Family Office LLC
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
Veriti Management LLC
Metropolitan Life Insurance Co/ny
MKP Capital Management, L.L.C.
AMP Capital Investors Ltd
Sciencast Management LP
Affinity Wealth Management Llc
Portolan Capital Management, LLC
Islet Management, LP
Toth Financial Advisory Corp
Cassia Capital Partners, LLC
Capula Management Ltd
Pentwater Capital Management LP
Walleye Capital LLC
Campbell & CO Investment Adviser LLC
Two Sigma Investments, Lp
Fortis Advisors, LLC
Gyon Technologies Capital Management, LP
Widmann Financial Services, Inc.
CIBC World Markets Inc.
Cpwm, Llc
Oliver Luxxe Assets LLC
Artemis Investment Management LLP
Blackstone Group Inc
Moors & Cabot, Inc.
Capitolis Advisors LLC
Grantham, Mayo, Van Otterloo & Co. LLC
SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A
Gerber Kawasaki Wealth & Investment Management
Empowered Funds, LLC
Connor, Clark & Lunn Investment Management Ltd.
Smith Group Asset Management, LLC
Rubric Capital Management LP
Twinbeech Capital Lp
Toronto Dominion Bank
First Horizon Advisors, Inc.
First Command Advisory Services, Inc.
Cetera Advisors LLC
XTX Topco Ltd
Vestmark Advisory Solutions, Inc.
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Maven Securities LTD
Boston Private Wealth Llc
Dynamic Technology Lab Private Ltd
Caxton Associates Lp
EAM Global Investors LLC
Twin Tree Management, LP
Jefferies Group LLC
Prescott Group Capital Management, L.l.c.
Twin Tree Management, LP
GFSYX - Strategic Alternatives Fund Institutional
Clark Capital Management Group, Inc.
SG3 Management, LLC
Ubs Oconnor Llc
JJJ Advisors Inc.
Cahill Financial Advisors Inc
Northern Oak Wealth Management Inc
Capital Analysts, Inc.
Skandinaviska Enskilda Banken AB (publ)
Savior LLC
Two Sigma Investments, Lp
Morningstar Funds Trust - Morningstar Alternatives Fund
Lingohr & Partner Asset Management GmbH
ClariVest Asset Management LLC
Vident Investment Advisory, LLC
Paradigm Financial Partners, Llc
Apollo Management Holdings, L.P.
Rockbridge Investment Management, LCC
FIL Ltd
Dupont Capital Management Corp
Hrt Financial Lp
WASHINGTON TRUST Co
Capital Growth Management Lp
Meridian Wealth Partners, LLC
Quadrature Capital Ltd
Two Sigma Investments, Lp
PDT Partners, LLC
AdvisorNet Financial, Inc
Gsa Capital Partners Llp
Davidson Kempner Capital Management Lp
SG Capital Management LLC
Sfmg, Llc
Atlas Private Wealth Advisors
FORA Capital, LLC

Recent Quarter 137 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
CAIBX - CAPITAL INCOME BUILDER Class A	3,542,856	45.93	3,453,135	51.66
Wedge Capital Management L L P/nc	1,797,468	37.38	1,792,652	47.41
Key Colony Management, LLC	1,768,500	37.38	1,834,500	47.41
FDVLX - Fidelity Value Fund	1,075,580	45.93	1,112,280	51.66
FAGIX - Fidelity Capital & Income Fund	777,400	45.93	777,400	51.66
FLVCX - Fidelity Leveraged Company Stock Fund	760,200	45.93	760,200	51.66
LGVAX - ClearBridge Value Trust Class A	750,000	45.93	775,000	51.66
FXO - First Trust Financials AlphaDEX Fund	514,039	45.93	509,605	51.66
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	425,798	45.93	439,544	51.66
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	416,174	45.93	391,295	51.66
FLSAX - Fidelity Advisor Leveraged Company Stock Fund Class A	401,200	45.93	401,200	51.66
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	342,159	45.93	342,159	51.66
FSMDX - Fidelity Mid Cap Index Fund	268,245	45.93	253,055	51.66
PMPRX - MidCap Value Fund I R-3	259,979	45.93	222,904	51.66
DFAT - Dimensional U.S. Targeted Value ETF	252,093	45.93	226,085	51.66
DAVENPORT & Co LLC	210,982	37.38	208,508	47.41
QDF - FlexShares Quality Dividend Index Fund	152,746	45.93	148,030	51.66
FDSCX - Fidelity Stock Selector Small Cap Fund	148,400	45.93	148,400	51.66
DFSTX - U.s. Small Cap Portfolio - Institutional Class	142,859	45.93	113,590	51.66
FAFDX - Fidelity Advisor Financial Services Fund Class A	123,300	45.93	91,400	51.66

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Polianta Ltd	16,000	37.38	0
Exchange Traded Concepts, Llc	143	34.97	0
FNPIX - Financials Ultrasector Profund Investor Class	84	47.62	106	47.17

Recent Quarter 56 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
CAIBX - CAPITAL INCOME BUILDER Class A	89,721	3,542,856	45.93	3,453,135	51.66	2.60
DFAC - Dimensional U.S. Core Equity 2 ETF	54,468	118,252	45.93	63,784	51.66	85.39
Cambridge Investment Research Advisors, Inc.	42,945	54,211	37.37	11,266	47.40	381.19
PMPRX - MidCap Value Fund I R-3	37,075	259,979	45.93	222,904	51.66	16.63
FAFDX - Fidelity Advisor Financial Services Fund Class A	31,900	123,300	45.93	91,400	51.66	34.90
DFSTX - U.s. Small Cap Portfolio - Institutional Class	29,269	142,859	45.93	113,590	51.66	25.77
DFAT - Dimensional U.S. Targeted Value ETF	26,008	252,093	45.93	226,085	51.66	11.50
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	24,879	416,174	45.93	391,295	51.66	6.36
PRF - Invesco FTSE RAFI US 1000 ETF	23,507	45,501	45.93	21,994	51.65	106.88
Private Advisor Group, LLC	20,583	28,160	37.39	7,577	47.38	271.65
Polianta Ltd	16,000	16,000	37.38	0		0.00
FSMDX - Fidelity Mid Cap Index Fund	15,190	268,245	45.93	253,055	51.66	6.00
DFAS - Dimensional U.S. Small Cap ETF	12,359	91,872	45.93	79,513	51.66	15.54
WWIDX - Wells Fargo Large Company Value Fund Administrator Class	11,040	12,385	45.94	1,345	51.30	820.82
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares	9,171	35,191	45.92	26,020	51.65	35.25
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	8,346	87,052	45.93	78,706	51.66	10.60
JHMM - John Hancock Multifactor Mid Cap ETF	7,498	50,570	45.94	43,072	51.66	17.41
VT - Vanguard Total World Stock Index Fund ETF Shares	7,095	55,891	45.93	48,796	51.66	14.54
JHSC - John Hancock Multifactor Small Cap ETF	6,995	25,192	45.93	18,197	51.66	38.44
Wedge Capital Management L L P/nc	4,816	1,797,468	37.38	1,792,652	47.41	0.27

Recent Quarter 54 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miller/howard High Income Equity Fund	126,000	70,000	45.93	196,000	51.66	-64.29
Key Colony Management, LLC	66,000	1,768,500	37.38	1,834,500	47.41	-3.60
FDVLX - Fidelity Value Fund	36,700	1,075,580	45.93	1,112,280	51.66	-3.30
LGVAX - ClearBridge Value Trust Class A	25,000	750,000	45.93	775,000	51.66	-3.23
FASEX - Nuveen Mid Cap Value Fund Class A	21,315	97,691	45.93	119,006	51.66	-17.91
VYM - Vanguard High Dividend Yield Index Fund ETF Shares	13,746	425,798	45.93	439,544	51.66	-3.13
FSWCX - Fidelity SAI U.S. Value Index Fund	10,325	56,550	45.92	66,875	51.66	-15.44
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class	8,400	49,833	45.93	58,233	51.65	-14.42
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	7,723	11,940	45.90	19,663	51.67	-39.28
IYG - iShares U.S. Financial Services ETF	7,658	61,100	45.92	68,758	51.66	-11.14
IYF - iShares U.S. Financials ETF	7,566	59,271	45.92	66,837	51.66	-11.32
TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A	6,182	11,531	45.96	17,713	51.66	-34.90
TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class	5,815	43,753	45.94	49,568	51.67	-11.73
FAS - Direxion Daily Financial Bull 3X Shares	5,519	48,205	45.93	53,724	51.65	-10.27
THMAX - Thrivent Moderate Allocation Fund Class A	5,467	9,137	45.97	14,604	51.63	-37.43
HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A	5,458	110,368	45.93	115,826	51.66	-4.71
DFUS - Dimensional U.S. Equity ETF	5,371	4,021	46.01	9,392	51.64	-57.19
AALGX - Thrivent Global Stock Fund Class A	4,016	10,565	45.91	14,581	51.64	-27.54
AACIX - American Beacon Mid-Cap Value Fund Institutional Class	3,132	24,778	45.93	27,910	51.67	-11.22
Brinker Capital Investments, LLC	3,047	7,715	37.33	10,762	47.39	-28.31

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Twin Tree Management, LP	0
Ubs Oconnor Llc	0
JCSD Capital, LLC	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
SG3 Management, LLC	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
Hexagon Capital Partners LLC	11
Steward Financial Group LLC	10

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Truist Financial Corp	11,210	47.37
Tributary Capital Management, LLC	27,600	47.43
JNBA Financial Advisors	4
O'Shares Investment Advisers, LLC	8,543	47.41

Past Week 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
DAVENPORT & Co LLC	210,982	37.38	208,508	47.41
Tcw Group Inc	33,395	37.37	33,688	47.41
Sippican Capital Advisors	32,217	37.37	27,517	47.43
Ziegler Capital Management, LLC	25,509	37.40	26,032	47.40
Wedbush Securities Inc	23,387	37.37	23,080	47.40
Hartford Investment Management Co	12,678	37.39	12,678	47.40
Money Concepts Capital Corp	11,460	38.48	11,527	47.37
Bowling Portfolio Management LLC	11,211	37.37	12,531	47.40
Commonwealth Equity Services, Llc	9,069	37.38	7,546	47.31
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	8,618	44.09	8,618	50.94
Brinker Capital Investments, LLC	7,715	37.33	10,762	47.39
Carolina Wealth Advisors, LLC	6,515	37.45	4,911	47.44
Harbor Investment Advisory, Llc	4,677	37.42	5,022	47.39
Spire Wealth Management	1,310	37.40	1,201	47.46
Baldwin Brothers Inc/ma	1,000	37.00	1,000	47.00
Geneos Wealth Management Inc.	710	38.03	710	46.48
Denali Advisors Llc	352	36.93	445	47.19
Mv Capital Management, Inc.	300	36.67	300	46.67
TCI Wealth Advisors, Inc.	86	34.88	89	44.94
Lake Point Wealth Management	85	35.29	85	47.06
Umb Bank N A/mo	77	38.96	77	51.95
Ellevest, Inc.	47	42.55	176	45.45

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Polianta Ltd	16,000	37.38	0
Exchange Traded Concepts, Llc	143	34.97	0

Past Week 8 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Polianta Ltd	16,000	16,000	37.38	0		0.00
Sippican Capital Advisors	4,700	32,217	37.37	27,517	47.43	17.08
DAVENPORT & Co LLC	2,474	210,982	37.38	208,508	47.41	1.19
Carolina Wealth Advisors, LLC	1,604	6,515	37.45	4,911	47.44	32.66
Commonwealth Equity Services, Llc	1,523	9,069	37.38	7,546	47.31	20.18
Wedbush Securities Inc	307	23,387	37.37	23,080	47.40	1.33
Exchange Traded Concepts, Llc	143	143	34.97	0		0.00
Spire Wealth Management	109	1,310	37.40	1,201	47.46	9.08

Past Week 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brinker Capital Investments, LLC	3,047	7,715	37.33	10,762	47.39	-28.31
Bowling Portfolio Management LLC	1,320	11,211	37.37	12,531	47.40	-10.53
Ziegler Capital Management, LLC	523	25,509	37.40	26,032	47.40	-2.01
Harbor Investment Advisory, Llc	345	4,677	37.42	5,022	47.39	-6.87
Tcw Group Inc	293	33,395	37.37	33,688	47.41	-0.87
Ellevest, Inc.	129	47	42.55	176	45.45	-73.30
Denali Advisors Llc	93	352	36.93	445	47.19	-20.90
Money Concepts Capital Corp	67	11,460	38.48	11,527	47.37	-0.58
TCI Wealth Advisors, Inc.	3	86	34.88	89	44.94	-3.37

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name