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 1,321 520.00 134.23 366.39
Previous Quarter 1,358 423.00 157.71 183.73

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 56 280 982 28 443 389
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 3 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 1 1 1 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 2 7 0 1 3
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 126,404 0.00 0.00 0 0.00 0.00
Previous Quarter 170,508 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
Morgan Stanley 12,587,319 134.23
Bank Of America Corp /de/ 9,243,279 134.23
Truist Financial Corp 5,542,066 134.23
Wells Fargo & Company/mn 5,030,911 134.23
Goldman Sachs Group Inc 4,801,773 134.23
UBS Group AG 4,599,968 134.23
Keybank National Association/oh 4,519,790 134.23
Jpmorgan Chase & Co 4,504,600 134.23
Choate Investment Advisors 3,121,422 134.23
LPL Financial LLC 2,426,491 134.23
Royal Bank Of Canada 2,353,268 134.23
Invesco Ltd. 2,295,472 134.23
Envestnet Asset Management Inc 2,187,219 134.23
Us Bancorp \de\ 1,955,776 134.23
Northwestern Mutual Wealth Management Co 1,817,749 134.23
Healthcare Of Ontario Pension Plan Trust Fund 1,767,000 134.23
Ameriprise Financial Inc 1,476,937 134.21
Sei Investments Co 1,427,206 134.24
Lbmc Investment Advisors, Llc 1,413,938 134.23
Raymond James & Associates 1,358,867 134.23

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
Morgan Stanley 11,685,222 157.71
Bank Of America Corp /de/ 9,794,577 157.71
Goldman Sachs Group Inc 5,435,700 157.71
Wells Fargo & Company/mn 5,060,218 157.71
Truist Financial Corp 4,694,094 157.71
UBS Group AG 4,589,038 157.71
Jpmorgan Chase & Co 4,547,064 157.71
Choate Investment Advisors 3,116,643 157.71
Invesco Ltd. 2,422,792 157.71
LPL Financial LLC 2,289,816 157.71
Envestnet Asset Management Inc 2,227,755 157.71
Royal Bank Of Canada 2,184,755 157.71
Healthcare Of Ontario Pension Plan Trust Fund 1,767,000 157.71
Northwestern Mutual Wealth Management Co 1,744,052 157.71
Canada Pension Plan Investment Board 1,703,000 157.71
Ameriprise Financial Inc 1,509,459 154.87
Sei Investments Co 1,450,932 157.77
Lbmc Investment Advisors, Llc 1,450,051 157.71
Us Bancorp \de\ 1,435,336 157.71
Raymond James Financial Services Advisors, Inc. 1,321,397 157.71

 

Recent Quarter Analysis

Name Shares PPS
Clarity Financial LLC 105,793 134.23
Cornerstone Wealth Group, LLC 87,773 134.23
Peregrine Asset Advisers, Inc. 67,768 134.24
CRTBX - Conquer Risk Tactical Rotation Fund 47,519 134.22
Intrepid Financial Planning Group LLC 44,982 134.23
Frisch Financial Group, Inc. 38,859 134.23
Prana Capital Management, LP 37,568 134.24
Ergoteles LLC 37,249 134.23
Benchmark Financial Wealth Advisors, LLC 27,549 134.23
Berkshire Money Management, Inc. 26,360 134.22
Oak Asset Management, LLC 24,943 134.23
MorganRosel Wealth Management, LLC 20,957 134.23
Consolidated Planning Corp 19,384 134.23
RiverTree Advisors, LLC 13,723 134.23
Stock Yards Bank & Trust Co 12,965 134.21
DiMeo Schneider & Associates, L.L.C. 8,542 134.98
Keel Point, LLC 7,150 148.53
Greenfield Savings Bank 6,253 134.18
Schonfeld Strategic Advisors LLC 6,000 134.17
Stokes Family Office, LLC 5,668 134.26
Name Shares PPS
Goldman Sachs Group Inc 5,435,700 157.71
Wells Fargo & Company/mn 5,060,218 157.71
Truist Financial Corp 4,694,094 157.71
Caisse De Depot Et Placement Du Quebec 684,000 157.71
Cambridge Associates Llc /ma/ /adv 317,216 157.71
New England Investment & Retirement Group, Inc. 277,006 149.82
NorthCoast Asset Management LLC 273,079 150.02
Arvest Bank Trust Division 174,120 149.82
FUNDX - FundX Upgrader Fund 129,500 157.71
Jane Street Group, Llc 125,790 157.71
Jane Street Group, Llc 125,790 157.71
Sowell Financial Services LLC 95,544 82.69
Financial Architects, Inc 73,650 157.71
JD Financial Services Inc. 55,283 162.74
Cetera Investment Advisers 49,408 157.71
Cutler Group LP 46,900 2.86
Natixis 44,805 157.71
All Season Financial Advisors, Inc. 42,784 157.70
Windsor Group LTD 34,825 156.90
Eaton Vance Management 31,529 157.73
Homrich & Berg 29,536 149.82
Hochman Cole Investment Advisors, Inc. 29,415 149.82
Windsor Creek Advisors, Llc 28,900 159.45
IMC-Chicago, LLC 25,036 157.69
Crescent Capital Consulting, LLC 24,526 162.77
Ameritas Investment Corp 23,533 0.17
Blueprint Investment Partners LLC 20,437 129.81
Wellington Shields Capital Management, LLC 20,019 157.70
RELAX - FundX Conservative Upgrader Fund 18,000 157.72
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 17,135 149.81
Berman Capital Advisors, LLC 16,350 149.79
Lloyd Advisory Services, LLC. 14,668 157.69
Capital Wealth Alliance, LLC 14,029 157.82
Rockbridge Investment Management, LCC 13,827 162.73
Financial Services Advisory Inc 13,728 157.71
Brouwer & Janachowski, LLC 13,508 149.84
TERIX - All Terrain Opportunity Fund Institutional Class 12,700 162.76
Country Club Trust Company, n.a. 12,634 162.74
Newport Wealth Strategies, Inc. 12,399 149.85
Greystone Financial Group, LLC 11,525 157.74
Harbor Financial Services, Llc 10,895 149.79
SG Americas Securities, LLC 8,663 157.68
G&S Capital LLC 8,562 157.67
Chicago Wealth Management, Inc. 8,200 157.68
Gyon Technologies Capital Management, LP 7,896 157.67
Trinity Wealth Management, LLC 7,754 157.73
First Midwest Bank Trust Division 7,500 162.80
Three Peaks Capital Management, LLC 7,256 149.81
Capital Management Associates /ny/ 7,250 157.66
Alexandria Capital, LLC 7,017 149.78
Mid Atlantic Financial Management Inc/adv 6,650 149.77
Cornercap Investment Counsel Inc 6,588 157.71
NEXT Financial Group, Inc 5,374 162.82
WESPAC Advisors SoCal, LLC 5,310 157.63
Absolute Capital Management, LLC 5,200 157.69
Mosaic Family Wealth, LLC 5,090 162.67
Ethic Inc. 5,074 157.67
Claraphi Advisory Network, LLC 4,687 157.67
Blackhawk Capital Partners LLC. 4,576 157.78
Sowa Financial Group, Inc. 4,030 0.25
Insight Advisors, LLC/ PA 3,700 157.57
Flynn Zito Capital Management, Llc 3,658 157.74
Y-Intercept (Hong Kong) Ltd 3,493 157.74
Paragon Capital Management Ltd 3,400 157.65
Calton & Associates, Inc. 3,373 157.72
WorthPointe, LLC 3,126 157.71
Shay Capital LLC 3,000 157.67
Emery Howard Portfolio Management, Inc. 3,000 162.67
Greenwood Capital Associates Llc 2,929 157.73
Carroll Financial Associates, Inc. 2,904 162.19
AMG National Trust Bank 2,800 157.86
ERn Financial, LLC 2,664 157.66
SevenBridge Financial Group, LLC 2,560 162.89
CMH Wealth Management LLC 2,515 157.85
Novare Capital Management Llc 2,500 157.60
Wealth Quarterback LLC 2,488
Psagot Investment House Ltd. 2,423 149.81
Winning Points Advisors, LLC 2,352 157.74
Willis Johnson & Associates, Inc. 2,250 157.78
Crown Wealth Group, LLC 2,230 157.85
Cardan Capital Partners, LLC 2,143 149.79
Eudaimonia Advisors Llc 2,138 157.62
TKG Advisors, LLC 1,885 157.56
Coastal Investment Advisors, Inc. 1,862 157.89
Flagship Harbor Advisors, Llc 1,852 157.67
Cooper Financial Group 1,837 157.87
Bluesphere Advisors, LLC 1,822 157.52
Fisher Asset Management, LLC 1,706 157.68
Glaxis Capital Management, LLC 1,700 157.65
Princeton Capital Management Llc 1,625 157.54
Astoria Portfolio Advisors LLC. 1,584 157.83
Bruderman Asset Management, LLC 1,564 157.29
Freedman Financial Associates, Inc. 1,549 158.81
Kalos Management, Inc. 1,472 149.46
Orser Capital Management, Llc 1,470 157.82
Benedict Financial Advisors Inc 1,466 157.57
Kraft Asset Management, Llc 1,456 157.97
Intelligence Driven Advisers, LLC 1,456 162.77
Vista Wealth Management Group, LLC 1,440 157.64
Camden Capital, LLC 1,410 157.45
Nelson Capital Management, LLC 1,400 157.86
Karp Capital Management Corp 1,395 157.71
S.C. Financial Services, Inc. 1,383 157.63
Congress Wealth Management LLC / DE / 1,382 157.74
Sandbox Financial Partners, LLC 1,379 157.36
Gamble Jones Investment Counsel 1,368 157.89
Harbor Group, Inc. 1,367 158.01
Avalon Advisors, Llc 1,360 157.35
Cypress Capital, LLC 1,360 157.35
Genesee Capital Advisors, LLC 1,355 157.93
Pring Turner Capital Group Inc 1,350 157.78
Rehmann Capital Advisory Group 1,342 157.97
Hubbell Strickland Wealth Management, LLC 1,338 157.70
Insight Wealth Strategies, LLC 1,333 157.54
Great Lakes Advisors, Llc 1,330 157.89
BRYN MAWR TRUST Co 1,305 157.85
Newman Dignan & Sheerar, Inc. 1,305 157.85
SignalPoint Asset Management, LLC 1,302 157.45
Beese Fulmer Investment Management, Inc. 1,300 157.69
Sabal Trust CO 1,300 157.69
FDx Advisors, Inc. 1,295 157.53
MEMBERS Trust Co 1,284 157.32
Burney Co/ 1,282 157.57
Bernardo Wealth Planning LLC 1,279 157.15
Appleton Partners Inc/ma 1,276 157.52
Avaii Wealth Management, Llc 1,275 157.65
Mcdonald Capital Investors Inc/ca 1,275 157.65
Grimes & Company, Inc. 1,271 157.36
FundX Investment Group, LLC 1,269 163.12
Future Financial Wealth Managment LLC 1,180 157.63
Hayden Royal, Llc 822 163.02
Evensky & Katz LLC 722 157.89
Simon Quick Advisors, Llc 653 157.73
Fortitude Advisory Group L.L.C. 595 157.98
Ambassador Advisors, LLC 544 158.09
Sandy Cove Advisors, LLC 500 158.00
Arrow Financial Corp 495 157.58
Tradewinds Capital Management, LLC 475 157.89
Operose Advisors LLC 462 158.01
Mercer Capital Advisers, Inc. 450 148.89
Sonora Investment Management, LLC 355 149.30
Laffer Investments 288 156.25
Icapital Wealth Llc 281 156558.72
Reilly Financial Advisors, Llc 250 164.00
Private Capital Group, LLC 250 156.00
Filbrandt Wealth Management, LLC 205 151.22
HawsGoodwin Investment Management LLC 151 165.56
Blume Capital Management, Inc. 145 158.62
RPg Family Wealth Advisory, LLC 84 154.76
Oliver Lagore Vanvalin Investment Group 58 155.17
McClarren Financial Advisors, Inc. 45 155.56
McCarthy Asset Management, Inc. 42 166.67
Quent Capital, LLC 36 166.67
Private Ocean, LLC 25 160.00
FSC Wealth Advisors, LLC 5 200.00
Sterling Investment Advisors, Ltd. 4 250.00
Psagot Value Holdings Ltd. / (Israel)
Walled Lake Planning & Wealth Management, Llc
L & S Advisors Inc
Strategic Blueprint, LLC
AXS Investments LLC
Wexford Capital Lp
HighMark Wealth Management LLC
Demars Financial Group, LLC
St Germain D J Co Inc
Howard Capital Management Group, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Meridian Wealth Partners, LLC
Optiver Holding B.V.
QCM Cayman, Ltd.
Claybrook Capital, LLC
Qube Research & Technologies Ltd
DRW Securities, LLC
Fermata Advisors, LLC
Simplex Trading, Llc
Sofos Investments, Inc.
Rather & Kittrell, Inc.
Kerntke Otto McGlone Wealth Management Group
Rain Capital Management, LLC
Cowen And Company, Llc
Econ Financial Services Corp
Castellan Group, LLC
Aj Wealth Strategies, Llc
Cahaba Wealth Management, Inc.
Noesis Capital Mangement Corp
Fort Sheridan Advisors Llc
NorthRock Partners, LLC
First American Trust, Fsb
City Holding Co
Pictet & Cie (Europe) SA
Oxford Financial Group Ltd
Avantax Planning Partners, Inc.
Measured Wealth Private Client Group, LLC
Investment House Llc
SBK Financial, Inc.
Turim 21 Investimentos Ltda.
Quantbot Technologies LP
Invst, LLC
Kore Private Wealth LLC
Robbins Farley Llc
Richmond Hill Investments, LLC
Americana Partners, LLC
Nomura Asset Management Co Ltd
Financial Management Professionals, Inc.
Iron Horse Wealth Management, LLC
Trexquant Investment LP
Vestcor Inc
Comprehensive Financial Consultants Institutional, Inc.
Paradigm Financial Partners, Llc
Ellevest, Inc.
Prudential Plc
Henrickson Nauta Wealth Advisors, Inc.
Huntington National Bank
IFS Advisors, LLC
Ade, Llc
Red Door Wealth Management, LLC
EWG Elevate Inc.
Townsquare Capital Llc
Manhattan West Asset Management, LLC
Canton Hathaway, LLC
Axiom Investment Management LLC
Liberty Wealth Management Llc
Capital Advisors Wealth Management, LLC
Johnson Financial Group, LLC
Vise Technologies, Inc.
Prosperity Planning, Inc.
Bridgewater Advisors Inc.
TAP Consulting, LLC
AlphaStar Capital Management, LLC
PRW Wealth Management LLC
Renaissance Technologies Llc
Cavalier Investments, LLC
Coastal Capital Group, Inc.
Fieldpoint Private Securities, LLC
DC Investments Management, LLC
State of Wyoming
Galvin, Gaustad & Stein, LLC
Braun-Bostich & Associates Inc.
Cypress Capital Management LLC (WY)
Jones Financial Companies Lllp
Tower Research Capital LLC (TRC)
NewEdge Wealth, LLC
JBF Capital, Inc.
Camelot Portfolios, LLC
RGT Wealth Advisors, LLC
Granby Capital Management, LLC
Barnett & Company, Inc.
Mv Capital Management, Inc.
Confluence Wealth Services, Inc.
Hanseatic Management Services Inc
Toronto Dominion Bank
LVW Advisors, LLC
Nottingham Advisors, Inc.
Community Bank, N.A.
Kaizen Financial Strategies
Ayalon Holdings Ltd.
Gluskin Sheff & Assoc Inc
True Link Financial Advisors, LLC
PICTET BANK & TRUST Ltd
Phoenix Wealth Advisors
Retirement Planning Co of New England, Inc.
Prelude Capital Management, Llc
Gries Financial Llc
Deltec Asset Management Llc
Mystic Asset Management, Inc.
Texas Capital Bank Wealth Management Services Inc
Magnolia Capital Advisors Llc
Beacon Capital Management, Inc.
Pvg Asset Management Corp
Factorial Partners, Llc
Verus Capital Partners, Llc
Cliftonlarsonallen Wealth Advisors, Llc
RTD Financial Advisors, Inc.
Sand Hill Global Advisors, LLC
Otter Creek Advisors, LLC
Two Sigma Securities, Llc
Urban Wealth Management, LLC
Soltis Investment Advisors LLC
Two Sigma Securities, Llc
VisionPoint Advisory Group, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 12,587,319 134.23 11,685,222 157.71
Bank Of America Corp /de/ 9,243,279 134.23 9,794,577 157.71
Truist Financial Corp 5,542,066 134.23 4,694,094 157.71
Wells Fargo & Company/mn 5,030,911 134.23 5,060,218 157.71
Goldman Sachs Group Inc 4,801,773 134.23 5,435,700 157.71
UBS Group AG 4,599,968 134.23 4,589,038 157.71
Keybank National Association/oh 4,519,790 134.23 16,470 157.68
Jpmorgan Chase & Co 4,504,600 134.23 4,547,064 157.71
Choate Investment Advisors 3,121,422 134.23 3,116,643 157.71
LPL Financial LLC 2,426,491 134.23 2,289,816 157.71
Royal Bank Of Canada 2,353,268 134.23 2,184,755 157.71
Invesco Ltd. 2,295,472 134.23 2,422,792 157.71
Envestnet Asset Management Inc 2,187,219 134.23 2,227,755 157.71
Us Bancorp \de\ 1,955,776 134.23 1,435,336 157.71
Northwestern Mutual Wealth Management Co 1,817,749 134.23 1,744,052 157.71
Healthcare Of Ontario Pension Plan Trust Fund 1,767,000 134.23 1,767,000 157.71
Ameriprise Financial Inc 1,476,937 134.21 1,509,459 154.87
Sei Investments Co 1,427,206 134.24 1,450,932 157.77
Lbmc Investment Advisors, Llc 1,413,938 134.23 1,450,051 157.71
Raymond James & Associates 1,358,867 134.23 1,316,326 157.71
Name Current Shares Current PPS Previous Shares Previous PPS
Advisor Group Holdings, Inc. 775,086 134.75 985,745 123.13
Venture Visionary Partners LLC 214,298 134230.53 209,463 157.71
New England Private Wealth Advisors LLC 84,017 157.79 84,055 157.72
Glovista Investments LLC 54,358 134.20 0
Cutler Group LP 31,300 5.69 46,900 2.86
Fiduciary Group LLC 24,905 149.21 22,198 140.69
Independent Advisor Alliance 18,930 0.16 15,635 0.13
Heritage Wealth Advisors 14,392 0.14 14,684 0.14
Gunma Bank,Ltd. 13,000 134.23 0
Barometer Capital Management Inc. 4,900 156.94 0
Chicago Partners Investment Group LLC 4,093 145.86 4,089 141.60
Aries Wealth Management 4,030 134.24 0
Lion Street Advisors, LLC 3,476 157.65 3,503 157.58
CFS Investment Advisory Services, LLC 2,978 134.32 469,660 0.01
Integrated Investment Consultants, LLC 2,303 134.17 2,080 112.50
CX Institutional 2,303 134.17 0
Heritage Wealth Management, Llc 1,868 134230.19 1,868 157.92
Kiwi Wealth Investments Limited Partnership 1,830 134230.05 0
Miracle Mile Advisors, LLC 1,645 134.35 0
Kellett Schaffner Wealth Advisors LLC 1,602 134.21 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Keybank National Association/oh 4,503,320 4,519,790 134.23 16,470 157.68 27342.56
Morgan Stanley 902,097 12,587,319 134.23 11,685,222 157.71 7.72
Truist Financial Corp 847,972 5,542,066 134.23 4,694,094 157.71 18.06
Us Bancorp \de\ 520,440 1,955,776 134.23 1,435,336 157.71 36.26
Royal Bank Of Canada 168,513 2,353,268 134.23 2,184,755 157.71 7.71
Governors Lane LP 141,685 233,986 134.23 92,301 157.71 153.50
LPL Financial LLC 136,675 2,426,491 134.23 2,289,816 157.71 5.97
First Horizon Advisors, Inc. 126,647 143,421 134.23 16,774 157.74 755.02
Arete Wealth Advisors, LLC 93,877 498,770 134.23 404,893 157.71 23.19
Brown Advisory Inc 92,370 955,378 134.48 863,008 157.76 10.70
Mjp Associates Inc /adv 86,529 426,703 134.23 340,174 157.74 25.44
Janney Montgomery Scott LLC 80,874 650,084 135.90 569,210 157.71 14.21
HighTower Advisors, LLC 79,023 1,075,841 134.24 996,818 157.71 7.93
Fiduciary Trust Co 78,718 781,164 134.23 702,446 157.71 11.21
Northwestern Mutual Wealth Management Co 73,697 1,817,749 134.23 1,744,052 157.71 4.23
Cresset Asset Management, LLC 73,672 84,272 76.17 10,600 157.74 695.02
Putnam Fl Investment Management Co 68,568 237,366 134.23 168,798 157.71 40.62
Summit Trail Advisors, Llc 67,675 272,948 134.23 205,273 157.71 32.97
Transparent Wealth Partners LLC 64,979 71,946 134.23 6,967 157.74 932.67
Wintrust Investments Llc 60,425 109,216 133.23 48,791 152.26 123.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
SPC Financial, Inc. 775,602 44,672 134.22 820,274 157.71 -94.55
Goldman Sachs Group Inc 633,927 4,801,773 134.23 5,435,700 157.71 -11.66
Bank Of America Corp /de/ 551,298 9,243,279 134.23 9,794,577 157.71 -5.63
Horizon Investments, LLC 535,344 717,285 134.23 1,252,629 157.71 -42.74
Pfs Investments Inc. 468,363 156,164 134.23 624,527 157.71 -74.99
CFS Investment Advisory Services, LLC 466,682 2,978 134.32 469,660 0.01 -99.37
Canada Pension Plan Investment Board 384,000 1,319,000 134.23 1,703,000 157.71 -22.55
AdvisorShares Investments LLC 347,933 288,667 134.23 636,600 157.71 -54.65
ARAAX - Horizon Active Risk Assist Fund Advisor Class 333,751 289,568 148.93 623,319 154.25 -53.54
Virtue Capital Management, LLC 295,676 21,974 134.25 317,650 157.71 -93.08
Advisor Group Holdings, Inc. 210,659 775,086 134.75 985,745 123.13 -21.37
Meitav Dash Investments Ltd 209,337 679,660 134.72 888,997 158.06 -23.55
Trustcore Financial Services, Llc 204,791 23,116 134.24 227,907 157.71 -89.86
Horizon Wealth Management, LLC 170,962 204,908 134.23 375,870 157.71 -45.48
One Capital Management, LLC 145,251 108,375 134.22 253,626 157.70 -57.27
Invesco Ltd. 127,320 2,295,472 134.23 2,422,792 157.71 -5.26
Baker Avenue Asset Management, LP 126,214 113,588 134.23 239,802 157.71 -52.63
Sigma Planning Corp 119,505 59,713 134.23 179,218 157.71 -66.68
Bnp Paribas Arbitrage, Sa 110,408 205,899 134.23 316,307 157.71 -34.91
Jane Street Group, Llc 99,445 26,345 134.22 125,790 157.71 -79.06
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Shay Capital LLC 3,000
Otter Creek Advisors, LLC 0
Two Sigma Securities, Llc 0
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Wolverine Trading, Llc 1,000 36,400 35,400 2.82
Name
Rivernorth Opportunities Fund, Inc.
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Susquehanna International Group, Llp 66,200 341,900 408,100 -16.22
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 22,800 113,700 136,500 -16.70
Cutler Group LP 15,600 31,300 46,900 -33.26
Name

Past Week Analysis

Name Shares PPS
Stock Yards Bank & Trust Co 12,965 134.21
Name Shares PPS
RELAX - FundX Conservative Upgrader Fund 18,000 157.72
FUNDX - FundX Upgrader Fund 129,500 157.71
Name Current Shares Current PPS Previous Shares Previous PPS
BDO Wealth Advisors, LLC 257,306 134.23 230,300 157.71
First Command Financial Services, Inc. 88,698 134.23 178,611 157.71
First Command Bank 88,698 134.23 178,611 157.71
Cohen & Steers Closed-end Opportunity Fund, Inc. 20,405 134.23 20,405 157.71
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4 12,851 134.23 12,851 157.73
CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 3,000 134.33 32,500 157.72
Sage Mountain Advisors LLC 458 133.19 458 157.21
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BDO Wealth Advisors, LLC 27,006 257,306 134.23 230,300 157.71 11.73
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
First Command Financial Services, Inc. 89,913 88,698 134.23 178,611 157.71 -50.34
First Command Bank 89,913 88,698 134.23 178,611 157.71 -50.34
CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 29,500 3,000 134.33 32,500 157.72 -90.77
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