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 845 5.00 4.76 4.77
Previous Quarter 918 6.00 4.76 4.97

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 10 230 113 2 44 38
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 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 1 8 12 2 4 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 15,633,574 4.12 4.76 67,858,676 17.90 4.77
Previous Quarter 15,643,123 4.13 4.78 67,897,833 17.91 4.78

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
DODGE & COX 51,455,745
Dodge & Cox 50,793,323 4.76
Vanguard Group Inc 34,053,840 4.76
VANGUARD GROUP INC 33,882,670
DODGX - Dodge & Cox Stock Fund 33,190,514 4.76
Fpr Partners Llc 19,693,302 4.76
AMERIPRISE FINANCIAL INC 19,207,352
Ameriprise Financial Inc 18,093,245 4.76
BlackRock Inc. 15,455,219 4.76
Dimensional Fund Advisors Lp 14,036,062 4.76
Lyrical Asset Management Lp 13,502,667 4.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 10,133,203 4.76
NAESX - Vanguard Small-Cap Index Fund Investor Shares 8,759,862 4.76
Kiltearn Partners LLP 8,306,400 4.76
State Street Corp 7,362,611 4.76
Aqr Capital Management Llc 6,824,857 4.73
Lsv Asset Management 6,557,334 4.76
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 5,739,932 4.76
Geode Capital Management, Llc 4,894,757 4.76
Fmr Llc 4,886,302 4.76

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
Dodge & Cox 50,793,323 4.76
Vanguard Group Inc 34,053,840 4.76
DODGX - Dodge & Cox Stock Fund 33,190,514 4.76
Fpr Partners Llc 19,693,302 4.76
Ameriprise Financial Inc 18,093,245 4.76
BlackRock Inc. 15,455,219 4.76
Dimensional Fund Advisors Lp 14,036,062 4.76
Lyrical Asset Management Lp 13,502,667 4.76
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 10,133,203 4.76
NAESX - Vanguard Small-Cap Index Fund Investor Shares 8,759,862 4.76
Kiltearn Partners LLP 8,306,400 4.76
Metropolis Capital Ltd 7,611,410 4.76
State Street Corp 7,362,611 4.76
Aqr Capital Management Llc 6,824,857 4.73
Lsv Asset Management 6,557,334 4.76
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 5,739,932 4.76
Geode Capital Management, Llc 4,894,757 4.76
Fmr Llc 4,886,302 4.76
VEXMX - Vanguard Extended Market Index Fund Investor Shares 4,752,307 4.76
FDVLX - Fidelity Value Fund 4,306,000 7.03

 

Recent Quarter Analysis

Name Shares PPS
DODGE & COX 51,455,745
VANGUARD GROUP INC 33,882,670
AMERIPRISE FINANCIAL INC 19,207,352
FYX - First Trust Small Cap Core AlphaDEX Fund 596,269 4.21
FYT - First Trust Small Cap Value AlphaDEX Fund 356,107 4.21
Dimensional ETF Trust - Dimensional US Small Cap Value ETF 24,756 4.20
NVQ - QRAFT AI-Enhanced U.S. Next Value ETF 3,297 4.25
Steward Financial Group LLC 63
Massmutual Trust Co Fsb/adv 40
MAFFEI GREGORY B 0
Name Shares PPS
Metropolis Capital Ltd 7,611,410 4.76
Two Sigma Investments, Lp 649,213 4.76
Two Sigma Investments, Lp 649,213 4.76
SYLD - Cambria Shareholder Yield ETF 266,211 10.44
FLPSX - Fidelity Low-Priced Stock Fund 264,840 10.44
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 261,700 10.19
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 226,721 10.19
Simplex Trading, Llc 216,600 4.76
Bnp Paribas Arbitrage, Sa 103,187 4.76
Wolverine Trading, Llc 79,400 4.87
AATIX - Ancora/Thelen Small-Mid Cap Class I 67,528 10.19
Cardan Capital Partners, LLC 60,314 10.20
VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF 58,155 10.20
CSCVX - CornerCap Small-Cap Value Fund Investor Shares 55,877 10.18
Moors & Cabot, Inc. 50,000 1.10
CACG - ClearBridge All Cap Growth ETF 46,428 10.19
Parametrica Management Ltd 42,671 4.76
VMNFX - Vanguard Market Neutral Fund Investor Shares 41,269 10.20
AMOMX - AQR Large Cap Momentum Style Fund Class I 32,970 10.19
GARIX - Gotham Absolute Return Fund Institutional Class 32,149 10.20
XR Securities LLC 26,200 12.52
XR Securities LLC 26,200 12.52
World Asset Management Inc 24,322 10.20
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 22,200 10.18
FLKSX - Fidelity Low-Priced Stock K6 Fund 22,167 10.42
PEAK6 Investments LLC 20,233 4.74
Alexandria Capital, LLC 18,700 10.53
GENIX - Gotham Enhanced Return Fund Institutional Class 16,483 10.19
NOLCX - Northern Large Cap Core Fund 13,309 10.22
RIFBX - U.S. Small Cap Equity Fund 9,772 10.23
MML Series Investment Fund II - MML Equity Rotation Fund Class II 9,343 10.17
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 9,271 10.14
AAHYX - Thrivent Diversified Income Plus Fund Class A 9,010 10.21
Future Financial Wealth Managment LLC 6,000 4.83
DTLVX - Large Company Value Portfolio Investment Class 5,300 10.19
Geneos Wealth Management Inc. 5,120 4.69
GONIX - Gotham Neutral Fund Institutional Class 4,903 10.20
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 4,034 7.93
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3,600 10.28
Exchange Traded Concepts, Llc 2,582 4.65
Aaron Wealth Advisors LLC 2,384 210.15
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 2,105 9.98
RECS - Columbia Research Enhanced Core ETF 1,065 10.33
Berman Capital Advisors, LLC 1,052 9.51
Green Harvest Asset Management LLC 808 33.42
Carroll Financial Associates, Inc. 690 7.25
AABFX - Thrivent Balanced Income Plus Fund Class A 566 10.60
REVS - Columbia Research Enhanced Value ETF 450 11.11
McCarthy Asset Management, Inc. 400 5.00
IFP Advisors, Inc 299 10.03
Bbva Usa 167 11.98
Crescent Capital Consulting, LLC 158 6.33
Tarbox Family Office, Inc. 103
Ellevest, Inc. 66
Pathstone Family Office, Llc
Migdal Insurance & Financial Holdings Ltd.
JMOM - JPMorgan U.S. Momentum Factor ETF
PIBAX - PGIM BALANCED FUND Class A
Eubel Brady & Suttman Asset Management Inc
IBM Retirement Fund
Caxton Associates Lp
APG Asset Management N.V.
BCJ Capital Management, LLC
Strategic Blueprint, LLC
Eagle Bay Advisors LLC
Brant Point Investment Management Llc
Amerivest Investment Management LLC
Lee Financial Co
Arete Wealth Advisors, LLC
AdvisorNet Financial, Inc
MUFG Securities EMEA plc
Exos Asset Management LLC
Ritholtz Wealth Management
Pinnacle Bancorp, Inc.
Evoke Wealth, Llc
Harel Insurance Investments & Financial Services Ltd.
Plante Moran Financial Advisors, LLC
Redwood Investment Management, Llc
Wolff Wiese Magana Llc
SkyView Investment Advisors, LLC
Bmc Fund Inc
Private Advisor Group, LLC
Wedbush Securities Inc
Advisory Services Network, LLC
Sowell Financial Services LLC
Belpointe Asset Management LLC
AGF Investments LLC
JHMC - John Hancock Multifactor Consumer Discretionary ETF
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Dupont Capital Management Corp
CastleKnight Management LP
Jacobi Capital Management LLC
Avalon Advisors, Llc
Lmcg Investments, Llc
Symmetry Partners, LLC
LMR Partners LLP
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares
Jefferies Group LLC
Berkshire Asset Management Llc/pa
Counterpoint Mutual Funds LLC
Commerce Bank
Jacobs Levy Equity Management, Inc
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
PARK CIRCLE Co
Eqis Capital Management, Inc.
Nomura Holdings Inc
Kestra Advisory Services, LLC
People's United Financial, Inc.
Harvest Fund Management Co., Ltd
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Vestor Capital, Llc
Neo Ivy Capital Management
Standard Life Aberdeen plc
PYA Waltman Capital, LLC
Arlington Partners LLC
Guyasuta Investment Advisors Inc
Comerica Bank
Paragon Capital Management Ltd
Metropolitan Life Insurance Co/ny
BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund
Two Sigma Securities, Llc
Arrowstreet Capital, Limited Partnership
Stormborn Capital Management, Llc
Vestmark Advisory Solutions, Inc.
Antonetti Capital Management LLC
KBC Group NV
Lenox Wealth Advisors, LLC
Baystate Wealth Management LLC
Caption Management, LLC
Cambria Investment Management, L.P.
Brighton Jones Llc
Strs Ohio
Sciencast Management LP
Wedge Capital Management L L P/nc
Tabor Asset Management, LP
Virtu Financial LLC
Aua Capital Management, Llc
Timelo Investment Management Inc.
Assetmark, Inc
Clearbridge Investments, LLC
Allegheny Financial Group LTD
Mirabella Financial Services Llp
Institutional & Family Asset Management, Llc
SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
Jupiter Asset Management Ltd
Cornercap Investment Counsel Inc
Balyasny Asset Management Llc
Signet Financial Management, Llc
Game Creek Capital, LP
Alpine Global Management, LLC
Regions Financial Corp
Grace Capital
Prudential Plc
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Guidance Point Advisors, LLC
Fox Run Management, L.l.c.
Makaira Partners LLC
Edge Wealth Management LLC
Pin Oak Investment Advisors Inc
Wintrust Investments Llc
Sawgrass Asset Management Llc
Altshuler Shaham Ltd
Contrarius Investment Management Ltd
Bartlett & Co. LLC
Abacus Planning Group, Inc.
Schroder Investment Management Group
Wrapmanager Inc
Bayesian Capital Management, LP
Dark Forest Capital Management Lp
Systematic Alpha Investments, LLC
Asset Management One Co., Ltd.
Meridian Wealth Partners, LLC
JJJ Advisors Inc.
Norges Bank
AXS Investments LLC
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio
Parisi Gray Wealth Management
Stephens Inc /ar/
PineBridge Investments, L.P.
AMP Capital Investors Ltd
Mml Investors Services, Llc
TCI Wealth Advisors, Inc.
Hudson Bay Capital Management LP
Arkadios Wealth Advisors
Napier Park Global Capital (US) LP
Capital Asset Advisory Services LLC
Toronto Dominion Bank
FourThought Financial, LLC
Arden Trust Co
Pluribus Labs, LLC
Autumn Glory Partners, LLC
Snowden Capital Advisors LLC
Bank Of Nova Scotia
Goldentree Asset Management Lp
Meridian Wealth Management, LLC
Skandinaviska Enskilda Banken AB (publ)
Arcus Capital Partners, LLC
Chilton Capital Management Llc
General Equity Holdings LP
Empowered Funds, LLC
Pfs Investments Inc.
Illinois Municipal Retirement Fund
Brookstone Capital Management
Point72 Hong Kong Ltd
SG Americas Securities, LLC
Panagora Asset Management Inc
State of Tennessee, Treasury Department
Forum Financial Management, LP
Roundview Capital LLC
Fuller & Thaler Asset Management, Inc.
GFSYX - Strategic Alternatives Fund Institutional
Wallace Capital Management Inc.
Trustcore Financial Services, Llc
Winton Capital Group Ltd
Lincoln National Corp
Point72 Asset Management, L.P.
Point72 Asset Management, L.P.
Schulhoff & Co Inc
Epoch Investment Partners, Inc.
Financial Management Professionals, Inc.
Northeast Financial Consultants Inc
Carmichael Hill & Associates, Inc.
O'shaughnessy Asset Management, Llc
Carolinas Wealth Consulting Llc
State of Wyoming
Stelac Advisory Services LLC
Confluence Wealth Services, Inc.
Intersect Capital LLC
Stifel Financial Corp
VASFX - Vanguard Alternative Strategies Fund Investor Shares 7.10
Name Current Shares Current PPS Previous Shares Previous PPS
FDVLX - Fidelity Value Fund 4,306,000 4.21 4,306,000 7.03
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class 4,247,774 4.21 4,247,774 7.03
COWZ - Pacer US Cash Cows 100 ETF 3,799,623 4.21 1,176,517 7.03
DFFVX - U.S. Targeted Value Portfolio - Institutional Class 2,531,390 4.21 2,531,390 7.03
FXD - First Trust Consumer Discretionary AlphaDEX Fund 1,831,907 4.21 3,333,571 7.03
Thompson Siegel & Walmsley Llc 1,668,536 2.87 1,740,476 4.76
IBUY - Amplify Online Retail ETF 1,057,653 4.21 1,227,627 7.03
FSMDX - Fidelity Mid Cap Index Fund 887,883 4.21 815,065 7.03
DFAT - Dimensional U.S. Targeted Value ETF 815,593 4.21 733,294 7.03
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 689,320 4.21 689,320 7.03
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 634,821 4.21 634,821 7.03
DFSTX - U.s. Small Cap Portfolio - Institutional Class 599,956 4.21 488,277 7.03
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 471,874 4.21 406,126 7.03
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF 424,529 4.21 407,913 7.03
EBIZ - Global X E-commerce ETF 404,600 4.21 384,054 7.03
PRF - Invesco FTSE RAFI US 1000 ETF 348,587 4.21 246,925 7.03
SPRAX - Pgim Qma Mid-cap Value Fund Class A 334,900 4.21 217,100 7.03
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 284,809 4.21 284,809 7.03
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 282,750 4.21 282,750 7.03
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 281,334 4.21 620,725 7.03
Name Current Shares Current PPS Previous Shares Previous PPS
Byrne Asset Management LLC 1,059 4.72 3,459 4.63
Denali Advisors Llc 210 4.76 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
COWZ - Pacer US Cash Cows 100 ETF 2,623,106 3,799,623 4.21 1,176,517 7.03 222.96
FNCMX - Fidelity Nasdaq Composite Index Fund 232,441 234,175 5.51 1,734 5.77 13404.90
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 218,847 244,966 4.21 26,119 7.04 837.88
SPRAX - Pgim Qma Mid-cap Value Fund Class A 117,800 334,900 4.21 217,100 7.03 54.26
DFSTX - U.s. Small Cap Portfolio - Institutional Class 111,679 599,956 4.21 488,277 7.03 22.87
PRF - Invesco FTSE RAFI US 1000 ETF 101,662 348,587 4.21 246,925 7.03 41.17
DFAT - Dimensional U.S. Targeted Value ETF 82,299 815,593 4.21 733,294 7.03 11.22
FSMDX - Fidelity Mid Cap Index Fund 72,818 887,883 4.21 815,065 7.03 8.93
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 65,748 471,874 4.21 406,126 7.03 16.19
JVAL - JPMorgan U.S. Value Factor ETF 31,405 163,725 4.21 132,320 7.03 23.73
CVAR - Cultivar ETF 22,840 72,087 4.20 49,247 7.03 46.38
TAAAX - Thrivent Aggressive Allocation Fund Class A 22,643 59,286 4.22 36,643 7.04 61.79
EBIZ - Global X E-commerce ETF 20,546 404,600 4.21 384,054 7.03 5.35
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF 16,616 424,529 4.21 407,913 7.03 4.07
AALGX - Thrivent Global Stock Fund Class A 16,135 58,415 4.21 42,280 7.02 38.16
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 14,923 176,245 4.21 161,322 7.03 9.25
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 14,225 232,336 4.21 218,111 7.03 6.52
FLCOX - Fidelity Large Cap Value Index Fund 13,477 97,649 4.21 84,172 7.03 16.01
PMPRX - MidCap Value Fund I R-3 13,218 26,904 4.20 13,686 7.01 96.58
SWTSX - Schwab Total Stock Market Index Fund 11,262 149,581 4.21 138,319 7.03 8.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FXD - First Trust Consumer Discretionary AlphaDEX Fund 1,501,664 1,831,907 4.21 3,333,571 7.03 -45.05
DFMVX - Tax-managed U.s. Marketwide Value Portfolio Ii 339,391 281,334 4.21 620,725 7.03 -54.68
IBUY - Amplify Online Retail ETF 169,974 1,057,653 4.21 1,227,627 7.03 -13.85
DFAC - Dimensional U.S. Core Equity 2 ETF 160,411 147,676 4.21 308,087 7.03 -52.07
QWVPX - Clearwater Core Equity Fund 140,667 18,791 4.74 159,458 4.76 -88.22
Thompson Siegel & Walmsley Llc 71,940 1,668,536 2.87 1,740,476 4.76 -4.13
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 24,144 39,230 4.21 63,374 7.04 -38.10
DFAS - Dimensional U.S. Small Cap ETF 18,269 185,872 4.21 204,141 7.03 -8.95
IYC - iShares U.S. Consumer Services ETF 13,393 67,443 4.21 80,836 7.03 -16.57
FDIS - Fidelity MSCI Consumer Discretionary Index ETF 11,408 133,986 4.21 145,394 7.03 -7.85
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 9,549 147,155 4.21 156,704 7.03 -6.09
Allworth Financial LP 4,853 413 2.42 5,266 4.75 -92.16
Range Financial Group LLC 4,085 16,711 2.87 20,796 4.76 -19.64
ISCV - iShares Morningstar Small-Cap Value ETF 3,527 73,104 4.21 76,631 7.03 -4.60
BKSE - BNY Mellon US Small Cap Core Equity ETF 3,066 7,340 4.22 10,406 7.02 -29.46
Byrne Asset Management LLC 2,400 1,059 4.72 3,459 4.63 -69.38
JPUS - JPMorgan Diversified Return U.S. Equity ETF 2,296 94,815 4.21 97,111 7.03 -2.36
Hennion & Walsh Asset Management, Inc. 2,070 56,406 2.87 58,476 4.75 -3.54
FIOOX - Fidelity Series Large Cap Value Index Fund 1,473 102,619 4.21 104,092 7.03 -1.42
IEME - iShares Evolved U.S. Media and Entertainment ETF 1,181 10,632 4.23 11,813 7.03 -10.00
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Point72 Asset Management, L.P. 0
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
Steward Financial Group LLC 63
Name Shares PPS
Exchange Traded Concepts, Llc 2,582 4.65
Ellevest, Inc. 66
Tarbox Family Office, Inc. 103
McCarthy Asset Management, Inc. 400 5.00
Geneos Wealth Management Inc. 5,120 4.69
Kestra Advisory Services, LLC
Parametrica Management Ltd 42,671 4.76
Aaron Wealth Advisors LLC 2,384 210.15
Name Current Shares Current PPS Previous Shares Previous PPS
Thompson Siegel & Walmsley Llc 1,668,536 2.87 1,740,476 4.76
Claybrook Capital, LLC 71,618 2.88 71,618 4.76
First Hawaiian Bank 58,725 2.88 58,725 4.77
Hennion & Walsh Asset Management, Inc. 56,406 2.87 58,476 4.75
Commonwealth Equity Services, Llc 45,381 2.86 44,417 4.75
SOL Capital Management CO 24,800 2.86 16,000 4.75
Straight Path Wealth Management 20,000 2.85 20,000 4.75
Truist Financial Corp 12,495 2.88 12,952 4.79
PSI Advisors, LLC 9,980 2.91 9,980 4.81
Umb Bank N A/mo 2,000 3.00 2,000 5.00
Life Planning Partners, Inc 515 1.94 515 3.88
Spire Wealth Management 238 4.20 237 4.22
Name Current Shares Current PPS Previous Shares Previous PPS
Byrne Asset Management LLC 1,059 4.72 3,459 4.63
Denali Advisors Llc 210 4.76 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
SOL Capital Management CO 8,800 24,800 2.86 16,000 4.75 55.00
Commonwealth Equity Services, Llc 964 45,381 2.86 44,417 4.75 2.17
Denali Advisors Llc 210 210 4.76 0 0.00
Spire Wealth Management 1 238 4.20 237 4.22 0.42
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Thompson Siegel & Walmsley Llc 71,940 1,668,536 2.87 1,740,476 4.76 -4.13
Byrne Asset Management LLC 2,400 1,059 4.72 3,459 4.63 -69.38
Hennion & Walsh Asset Management, Inc. 2,070 56,406 2.87 58,476 4.75 -3.54
Truist Financial Corp 457 12,495 2.88 12,952 4.79 -3.53
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