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 645 25.00 26.88 25.49
Previous Quarter 732 27.00 26.88 25.85

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 14 226 17 42 30 16
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 2 2 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 1 0 0 2
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 3 6 1 2 4
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 5,728,825 2.54 28.19 24,115,344 10.69 25.85
Previous Quarter 5,742,018 2.54 28.23 24,114,127 10.69 25.76

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
General Atlantic Llc 61,384,475 26.88
Newlight Partners LP 40,509,640 26.88
Newlight Harbour Point SPV LLC 40,509,640
FMR LLC 26,212,479
Fmr Llc 26,034,165 26.88
Capital International Investors 15,361,365
Capital Research Global Investors 11,852,080 26.88
HUMANA INC 10,883,683
Vanguard Group Inc 10,238,348 26.88
AMCPX - AMCAP FUND Class A 8,588,768 17.51
Capital International Investors 7,773,410 26.88
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A 7,549,100 17.51
AGTHX - GROWTH FUND OF AMERICA Class A 7,355,288 17.51
Route One Investment Company, L.P. 5,725,037 26.88
Maverick Capital Ltd 5,492,412 26.88
BlackRock Inc. 4,517,089 26.88
FSPHX - Health Care Portfolio 4,400,000 17.51
FACDX - Fidelity Advisor Health Care Fund Class A 3,900,000 18.09
Holocene Advisors, LP 3,795,874 26.88
SMCWX - SMALLCAP WORLD FUND INC Class A 3,694,720 26.88

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
General Atlantic Llc 61,384,475 26.88
Newlight Partners LP 40,509,640 26.88
Fmr Llc 26,034,165 26.88
Capital Research Global Investors 11,852,080 26.88
Vanguard Group Inc 10,238,348 26.88
AMCPX - AMCAP FUND Class A 8,588,768 17.51
Capital International Investors 7,773,410 26.88
FAGAX - Fidelity Advisor Growth Opportunities Fund Class A 7,549,100 17.51
AGTHX - GROWTH FUND OF AMERICA Class A 7,355,288 17.51
Route One Investment Company, L.P. 5,725,037 26.88
Maverick Capital Ltd 5,492,412 26.88
BlackRock Inc. 4,517,089 26.88
FSPHX - Health Care Portfolio 4,400,000 17.51
Holocene Advisors, LP 3,795,874 26.88
SMCWX - SMALLCAP WORLD FUND INC Class A 3,694,720 26.88
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 3,144,053 26.88
Wellington Management Group Llp 2,978,277 26.88
VGHCX - Vanguard Health Care Fund Investor Shares 2,978,154 17.38
ANEFX - NEW ECONOMY FUND Class A 2,961,760 17.51
Maverick Capital Ltd 2,905,000 26.88

 

Recent Quarter Analysis

Name Shares PPS
Newlight Harbour Point SPV LLC 40,509,640
FMR LLC 26,212,479
HUMANA INC 10,883,683
PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 63,853 18.09
Capstone Investment Advisors, Llc 55,200 54.28
FLCSX - Fidelity Large Cap Stock Fund 43,189 18.08
FZILX - Fidelity ZERO International Index Fund 41,263 18.08
FZIPX - Fidelity ZERO Extended Market Index Fund 31,790 18.09
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF 22,983 18.10
FNY - First Trust Mid Cap Growth AlphaDEX Fund 17,355 18.09
FIFNX - Fidelity Founders Fund 14,113 18.07
FAD - First Trust Multi Cap Growth AlphaDEX Fund 3,493 18.04
Harbor Investment Advisory, Llc 2,173 16.57
FCLKX - Fidelity Large Cap Stock K6 Fund 611 18.00
Name Shares PPS
FBGRX - Fidelity Blue Chip Growth Fund 586,293 47.23
MACGX - Discovery Portfolio Class A Shares 491,250 42.53
Deutsche Bank Ag\ 450,279 26.88
TEGAX - Mid Cap Growth Fund Class A 437,033 42.53
ASCAA - SA Wellington Capital Appreciation Portfolio Class 3 420,756 42.53
TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund 348,107 42.53
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 261,171 42.53
FCPGX - Fidelity Small Cap Growth Fund 240,977 47.23
Millennium Management Llc 236,816 26.88
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 128,410 42.53
FDVLX - Fidelity Value Fund 90,436 47.23
MSCGX - Mercer US Small/Mid Cap Equity Fund Class Y-3 90,400 42.53
PEAK6 Investments LLC 77,755 26.88
FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A 75,672 47.23
IHSAX - THE HARTFORD SMALL COMPANY FUND Class A 59,353 47.23
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 51,525 47.24
FOCSX - Fidelity Small Cap Growth K6 Fund 44,723 47.22
HIASX - Hartford Small Company Hls Fund Ia 43,799 42.54
MMGTX - Discovery Portfolio Class II 41,279 42.54
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 27,440 47.23
JESGX - Small Cap Stock Trust NAV 27,227 42.53
SVOAX - Simt Us Managed Volatility Fund Class F 25,999 42.54
KCGIX - Knights of Columbus Large Cap Growth Fund I Shares 21,429 47.23
FSBDX - Fidelity Series Blue Chip Growth Fund 17,100 47.25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 15,175 42.50
MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 14,690 42.55
NPSGX - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 13,746 42.56
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 13,193 47.22
HAMGX - Harbor Mid Cap Growth Fund Institutional Class 13,045 47.22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 9,307 42.55
MOTAX - MassMutual Select Fundamental Growth Fund Class A 8,090 42.52
Savant Capital, LLC 7,710 26.85
JSFBX - John Hancock Seaport Long/Short Fund Class A 7,262 47.23
FBCG - Fidelity Blue Chip Growth ETF 6,889 47.18
RGEAX - Global Equity Fund Class A 6,511 47.30
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 6,201 42.57
HighPoint Advisor Group LLC 5,685 42.57
Heritage Wealth Management, Llc 3,779 42.60
FAVFX - Fidelity Advisor Value Fund Class A 2,199 47.29
Harbor Investment Advisory, Llc 2,173 26.69
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 1,197 42.61
WLVLX - Wells Fargo Low Volatility U.S. Equity Fund Class A 1,140 47.37
LHCAX - Lord Abbett Health Care Fund Class A 653 47.47
Koshinski Asset Management, Inc. 550 27.27
FLCLX - Fidelity Flex Large Cap Growth Fund 426 46.95
IFP Advisors, Inc 419 33.41
FCUTX - Fidelity Flex Small Cap Fund 268 48.51
Carroll Financial Associates, Inc. 250 32.00
AdvisorNet Financial, Inc 185 27.03
T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 108 46.30
Berman Capital Advisors, LLC 24 41.67
Geneos Wealth Management Inc. 20
Jefferies Group LLC
Walled Lake Planning & Wealth Management, Llc
FFPIX - Fidelity Flex Opportunistic Insights Fund
CVGRX - Calamos Growth Fund Class A
Legato Capital Management LLC
Centiva Capital, LP
RTDAX - Multifactor U.S. Equity Fund Class A
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class
FCNTX - Fidelity Contrafund
Segantii Capital Management Ltd
Quantitative Systematic Strategies LLC
Picton Mahoney Asset Management
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares
Vestcor Inc
Natixis Advisors, L.p.
GGHCX - INVESCO Health Care Fund Class A
CHICAGO TRUST Co NA
Advisory Services Network, LLC
Calamos Advisors LLC
Asahi Life Asset Management Co., Ltd.
CTOGX - Calamos Timpani SMID Growth Fund Class R6
FVWSX - Fidelity Series Opportunistic Insights Fund
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
Capital International Sarl
Walleye Capital LLC
Marshall Wace North America L.P.
Castle Hook Partners LP
Forsta Ap-fonden
CX Institutional
Iron Triangle Partners LP
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
FLCNX - Fidelity Contrafund K6
Pinz Capital Management, LP
Sciencast Management LP
Westchester Capital Management, LLC
Achmea Investment Management B.V.
Inherent Group, Lp
BIVIX - Invenomic Fund Institutional Class shares
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Crescent Grove Advisors, LLC
Renaissance Technologies Llc
Shell Asset Management Co
ADANX - AQR Diversified Arbitrage Fund Class N
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
QBA2Q - Balanced Portfolio Initial Class
Nordea Investment Management Ab
Ghisallo Capital Management LLC
Nomura Holdings Inc
Sectoral Asset Management Inc
Waratah Capital Advisors Ltd.
Caas Capital Management Lp
Loomis Sayles & Co L P
Dimensional Fund Advisors Lp
Aigen Investment Management, Lp
FNY Investment Advisers, LLC
FNIAX - Fidelity Advisor New Insights Fund Class A
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
First Republic Investment Management, Inc.
Man Group plc
Voloridge Investment Management, Llc
PointState Capital LP
Pier Capital, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Federated Hermes, Inc.
APG Asset Management N.V.
Asset Management One Co., Ltd.
FBCGX - Fidelity Blue Chip Growth K6 Fund
Sumitomo Mitsui DS Asset Management Company, Ltd
IFM Investors Pty Ltd
DSGAX - BNY Mellon Select Managers Small Cap Growth Fund Class A
Rock Springs Capital Management LP
Manchester Capital Management LLC
First Trust Advisors Lp
Occudo Quantitative Strategies Lp
Barbara Oil Co.
Healthcare Of Ontario Pension Plan Trust Fund
XTX Topco Ltd
First Horizon Advisors, Inc.
Permian Investment Partners, LP
Panagora Asset Management Inc
Bridgefront Capital, LLC
Partners Group Holding AG
Amundi
Verition Fund Management LLC
Sumitomo Mitsui Trust Holdings, Inc.
Neuberger Berman Group LLC
Bank Of Montreal /can/
Comerica Bank
ONEO - SPDR Russell 1000 Momentum Focus ETF
Daiwa Securities Group Inc.
Regions Financial Corp
USS Investment Management Ltd
Nomura Asset Management Co Ltd
Gulf International Bank (UK) Ltd
Orbimed Advisors Llc
Teza Capital Management LLC
Knights of Columbus Asset Advisors LLC
Benjamin F. Edwards & Company, Inc.
Arkadios Wealth Advisors
BerganKDV Wealth Management, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Metropolitan Life Insurance Co/ny
Paloma Partners Management Co
ExodusPoint Capital Management, LP
Westfield Capital Management Co Lp
Davidson Kempner Capital Management Lp
TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Confluence Wealth Services, Inc.
NULC - Nuveen ESG Large-Cap ETF
Parallax Volatility Advisers, L.P.
GFSYX - Strategic Alternatives Fund Institutional
Glassman Wealth Services
LPL Financial LLC
Nicholas Investment Partners, LP
Virtu Financial LLC
Twin Tree Management, LP
VMNFX - Vanguard Market Neutral Fund Investor Shares
DekaBank Deutsche Girozentrale
Franklin Resources Inc
AMP Capital Investors Ltd
Seeyond
FORA Capital, LLC
Altfest L J & Co Inc
FPX - First Trust US Equity Opportunities ETF
Prudential Financial Inc
Wealthspire Advisors, LLC
Cinctive Capital Management LP
Ameriprise Financial Inc
Capital International Inc /ca/
LCORX - LEUTHOLD CORE INVESTMENT FUND -Retail Class
Plante Moran Financial Advisors, LLC
Clal Insurance Enterprises Holdings Ltd
Nissay Asset Management Corp /japan/ /adv
Dragoneer Investment Group, LLC
Tiger Global Management Llc
Capital World Investors
Quantamental Technologies LLC
Westpac Banking Corp
Korea Investment CORP
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc.
Chicago Partners Investment Group LLC
NN Investment Partners Holdings N.V.
Kayne Anderson Rudnick Investment Management Llc
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Norges Bank
Skandinaviska Enskilda Banken AB (publ)
TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund
Jefferies Group LLC
Souders Financial Advisors
Point72 Hong Kong Ltd
GM Advisory Group, Inc.
Gilder Gagnon Howe & Co Llc
Jefferies Group LLC
PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund
Pura Vida Investments, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Zeke Capital Advisors, Llc
KBC Group NV
DnB Asset Management AS
California Public Employees Retirement System
EverSource Wealth Advisors, LLC
Blueshift Asset Management, LLC
HCESX - The ESG Growth Portfolio HC Strategic Shares
Natixis
Shay Capital LLC
GLBLX - Leuthold Global Fund (Retail) 45.45
MARNX - Convergence Long/Short Equity Fund - Institutional Class 31.23
PLHAX - PGIM QMA Long-Short Equity Fund Class A 42.59
GRZZX - GRIZZLY SHORT FUND No Load 42.55
KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares 17.36
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 42.54
PASIX - PACE Alternative Strategies Investments Class A 17.37
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 17.38
AGAQX - 361 Global Long/Short Equity Fund Investor Class 17.38
Name Current Shares Current PPS Previous Shares Previous PPS
Capital International Investors 15,361,365 7,773,410 26.88
Riverbridge Partners Llc 2,798,861 16.44 2,800,568 26.88
Diversified Trust Co 271,066 16.44 270,954 26.88
Peregrine Capital Management Llc 266,010 16.44 266,271 26.88
Truist Financial Corp 87,888 16.44 73,320 26.88
Mayflower Financial Advisors, LLC 64,525 16.44 65,725 26.88
Renaissance Capital LLC 52,520 16.43 32,530 26.87
Sigma Investment Counselors Inc 38,442 16.44 33,571 26.87
Ellevest, Inc. 20,576 16.43 74,274 26.87
Bell Bank 19,905 16.43 18,793 26.87
Icon Wealth Partners, LLC 11,045 16.48 13,334 26.85
Parkside Financial Bank & Trust 2,004 16.47 1,931 26.93
Gleason Group, Inc. 2,000 16.50 2,000 27.00
Burleson & Company, LLC 1,800 16.67 1,800 26.67
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 458 17.47 114 17.54
PrairieView Partners, LLC 107 18.69 107 28.04
Spire Wealth Management 60 16.67 78 25.64
Name Current Shares Current PPS Previous Shares Previous PPS
FACDX - Fidelity Advisor Health Care Fund Class A 3,900,000 18.09 2,700,000 17.38
VGHCX - Vanguard Health Care Fund Investor Shares 2,978,154 18.09 2,978,154 17.38
FMCSX - Fidelity Mid-Cap Stock Fund 1,010,708 18.09 1,013,930 17.38
FSMDX - Fidelity Mid Cap Index Fund 240,578 18.09 177,669 17.38
FNKFX - Fidelity Mid-Cap Stock K6 Fund 81,220 18.09 85,098 17.38
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 76,047 18.09 64,189 17.39
TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 56,931 18.09 41,803 17.39
SWTSX - Schwab Total Stock Market Index Fund 56,473 18.10 56,473 17.39
IYH - iShares U.S. Healthcare ETF 54,033 18.08 55,338 17.38
FHLC - Fidelity MSCI Health Care Index ETF 53,752 18.08 46,244 17.39
VT - Vanguard Total World Stock Index Fund ETF Shares 49,299 18.09 43,464 17.37
SNXFX - Schwab 1000 Index Fund 44,425 18.10 44,425 17.38
FSPGX - Fidelity Large Cap Growth Index Fund 42,332 18.10 37,759 17.37
IMCG - iShares Morningstar Mid-Cap Growth ETF 41,962 18.09 41,627 17.37
CUSEX - Capital Group U.S. Equity Fund Share class 20,453 18.09 20,453 17.36
FGRO - Fidelity Growth Opportunities ETF 20,237 18.09 19,917 17.37
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14,147 18.10 16,651 17.36
ILCG - iShares Morningstar Large-Cap Growth ETF 13,894 18.07 14,101 17.37
IMCB - iShares Morningstar Mid-Cap ETF 13,291 18.06 13,397 17.39
SWMCX - Schwab U.S. Mid-Cap Index Fund 8,801 18.07 7,990 17.40
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital International Investors 7,587,955 15,361,365 7,773,410 26.88 97.61
FACDX - Fidelity Advisor Health Care Fund Class A 1,200,000 3,900,000 18.09 2,700,000 17.38 44.44
FSMDX - Fidelity Mid Cap Index Fund 62,909 240,578 18.09 177,669 17.38 35.41
Renaissance Capital LLC 19,990 52,520 16.43 32,530 26.87 61.45
TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 15,128 56,931 18.09 41,803 17.39 36.19
Truist Financial Corp 14,568 87,888 16.44 73,320 26.88 19.87
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 11,858 76,047 18.09 64,189 17.39 18.47
FHLC - Fidelity MSCI Health Care Index ETF 7,508 53,752 18.08 46,244 17.39 16.24
VT - Vanguard Total World Stock Index Fund ETF Shares 5,835 49,299 18.09 43,464 17.37 13.42
Sigma Investment Counselors Inc 4,871 38,442 16.44 33,571 26.87 14.51
FSPGX - Fidelity Large Cap Growth Index Fund 4,573 42,332 18.10 37,759 17.37 12.11
PCRSX - LargeCap Growth Fund I R-1 1,306 6,549 18.02 5,243 17.36 24.91
Bell Bank 1,112 19,905 16.43 18,793 26.87 5.92
PHASX - MidCap Growth Fund III R-1 1,102 4,344 18.19 3,242 17.27 33.99
BBUS - JPMorgan BetaBuilders U.S. Equity ETF 883 4,088 18.10 3,205 17.47 27.55
SWMCX - Schwab U.S. Mid-Cap Index Fund 811 8,801 18.07 7,990 17.40 10.15
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 604 6,526 18.08 5,922 17.39 10.20
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class 344 458 17.47 114 17.54 301.75
IMCG - iShares Morningstar Mid-Cap Growth ETF 335 41,962 18.09 41,627 17.37 0.80
FGRO - Fidelity Growth Opportunities ETF 320 20,237 18.09 19,917 17.37 1.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ellevest, Inc. 53,698 20,576 16.43 74,274 26.87 -72.30
FNKFX - Fidelity Mid-Cap Stock K6 Fund 3,878 81,220 18.09 85,098 17.38 -4.56
FMCSX - Fidelity Mid-Cap Stock Fund 3,222 1,010,708 18.09 1,013,930 17.38 -0.32
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 2,504 14,147 18.10 16,651 17.36 -15.04
Icon Wealth Partners, LLC 2,289 11,045 16.48 13,334 26.85 -17.17
Riverbridge Partners Llc 1,707 2,798,861 16.44 2,800,568 26.88 -0.06
IYH - iShares U.S. Healthcare ETF 1,305 54,033 18.08 55,338 17.38 -2.36
Mayflower Financial Advisors, LLC 1,200 64,525 16.44 65,725 26.88 -1.83
FMIL - Fidelity New Millennium ETF 717 7,695 18.06 8,412 17.36 -8.52
Peregrine Capital Management Llc 261 266,010 16.44 266,271 26.88 -0.10
ILCG - iShares Morningstar Large-Cap Growth ETF 207 13,894 18.07 14,101 17.37 -1.47
BKMC - BNY Mellon US Mid Cap Core Equity ETF 112 1,649 18.19 1,761 17.60 -6.36
IMCB - iShares Morningstar Mid-Cap ETF 106 13,291 18.06 13,397 17.39 -0.79
IYY - iShares Dow Jones U.S. ETF 72 5,520 18.12 5,592 17.35 -1.29
ILCB - iShares Morningstar Large-Cap ETF 60 2,893 17.97 2,953 17.27 -2.03
Spire Wealth Management 18 60 16.67 78 25.64 -23.08
Name Current Puts
Name Current Calls
Name
VASFX - Vanguard Alternative Strategies Fund Investor Shares
REUYX - Sustainable Equity Fund Class Y
Name Previous Puts
Pura Vida Investments, Llc 0
Twin Tree Management, LP 0
Name Previous Calls
Parallax Volatility Advisers, L.P. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
CLSE - Convergence Long/Short Equity ETF
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name
FTLS - First Trust Long/Short Equity ETF
CVSIX - Calamos Market Neutral Income Fund Class A

Past Week Analysis

Name Shares PPS
Harbor Investment Advisory, Llc 2,173 16.57
Name Shares PPS
Savant Capital, LLC 7,710 26.85
USS Investment Management Ltd
Geneos Wealth Management Inc. 20
Name Current Shares Current PPS Previous Shares Previous PPS
Peregrine Capital Management Llc 266,010 16.44 266,271 26.88
Truist Financial Corp 87,888 16.44 73,320 26.88
Ellevest, Inc. 20,576 16.43 74,274 26.87
Icon Wealth Partners, LLC 11,045 16.48 13,334 26.85
PrairieView Partners, LLC 107 18.69 107 28.04
Spire Wealth Management 60 16.67 78 25.64
Name Current Shares Current PPS Previous Shares Previous PPS
TCI Wealth Advisors, Inc. 33 30.30 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 14,568 87,888 16.44 73,320 26.88 19.87
TCI Wealth Advisors, Inc. 33 33 30.30 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Ellevest, Inc. 53,698 20,576 16.43 74,274 26.87 -72.30
Icon Wealth Partners, LLC 2,289 11,045 16.48 13,334 26.85 -17.17
Peregrine Capital Management Llc 261 266,010 16.44 266,271 26.88 -0.10
Spire Wealth Management 18 60 16.67 78 25.64 -23.08
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