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	1,073	227.00	110.15	109.79
Previous Quarter	1,113	346.00	110.26	111.03

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	151	217	1	90	66
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	1	3	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	5	5	52	1	18	14
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	910,488	0.06	109.81	87,765,492	6.18	107.61
Previous Quarter	892,965	0.06	110.37	87,667,266	6.17	111.31

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
Royal Bank Of Canada	73,845,226	110.27
Bank Of Montreal /can/	63,159,033	111.89
Vanguard Group Inc	48,531,311	110.27
Mackenzie Financial Corp	28,016,413	110.27
FIL Ltd	27,136,159	110.10
Wellington Management Group Llp	19,835,260	110.20
Bank Of Nova Scotia	19,627,443	114.79
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	18,445,433	101.00
CIBC World Markets Inc.	18,439,999	110.27
1832 Asset Management L.P.	18,380,046	108.74
Fmr Llc	15,568,396	110.10
CIBC Asset Management Inc	14,497,508	110.22
Toronto Dominion Bank	13,450,589	110.47
Beutel, Goodman & Co Ltd.	11,225,245	110.15
VTMGX - Vanguard Developed Markets Index Fund Admiral Shares	10,264,598	110.10
Connor, Clark & Lunn Investment Management Ltd.	9,931,086	110.07
Manufacturers Life Insurance Company, The	8,813,443	110.28
Scotia Capital Inc.	7,656,352	110.27
Legal & General Group Plc	7,618,099	110.19
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	6,340,325	110.07

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
Royal Bank Of Canada	73,845,226	110.27
Bank Of Montreal /can/	63,159,033	111.89
Vanguard Group Inc	48,531,311	110.27
Mackenzie Financial Corp	28,016,413	110.27
FIL Ltd	27,136,159	110.10
Wellington Management Group Llp	19,835,260	110.20
Bank Of Nova Scotia	19,627,443	114.79
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	18,504,193	114.01
CIBC World Markets Inc.	18,439,999	110.27
1832 Asset Management L.P.	18,380,046	108.74
Fmr Llc	15,568,396	110.10
CIBC Asset Management Inc	14,497,508	110.22
Toronto Dominion Bank	13,450,589	110.47
Beutel, Goodman & Co Ltd.	11,225,245	110.15
VTMGX - Vanguard Developed Markets Index Fund Admiral Shares	10,264,598	110.10
Connor, Clark & Lunn Investment Management Ltd.	9,931,086	110.07
Manufacturers Life Insurance Company, The	8,813,443	110.28
Scotia Capital Inc.	7,656,352	110.27
Legal & General Group Plc	7,618,099	110.19
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	6,340,325	110.07

Recent Quarter Analysis

Recent Quarter 15 New Institutes added position

Name	Shares	PPS
VSGX - Vanguard ESG International Stock ETF ETF Shares	195,921	110.62
MYINX - MainStay MacKay International Opportunities Fund Investor Class	51,031	101.00
FIDI - Fidelity International High Dividend ETF	17,028	101.54
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6	4,441	101.10
Intelligence Driven Advisers, LLC	3,616	96.24
Carlson Capital Management	2,559	96.91
Allworth Financial LP	2,471	96.72
BKD Wealth Advisors, LLC	2,096	96.85
Dimensional ETF Trust - Dimensional International High Profitability ETF	1,838	101.20
Arrow Investments Trust - Arrow DWA Country Rotation ETF	1,338	100.90
MRKYX - AB All Market Income Portfolio Advisor Class	1,321	104.47
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	1,312	104.42
Dimensional ETF Trust - Dimensional International Core Equity 2 ETF	1,289	101.63
Hexagon Capital Partners LLC	247	97.17
NGLAX - Neuberger Berman Global Allocation Fund Class A	41	97.56

Recent Quarter 151 Institutes closed out their positions

Name	Shares	PPS
Bank Of Montreal /can/	63,159,033	111.89
Bank Of Nova Scotia	19,627,443	114.79
Goldman Sachs Group Inc	1,381,616	110.27
SIG North Trading, ULC	1,028,600	110.68
Millennium Management Llc	750,000	128.52
Susquehanna International Group, Llp	639,200	110.27
D. E. Shaw & Co., Inc.	357,833	110.06
Citigroup Inc	324,072	110.20
Marshall Wace North America L.P.	239,507	99.48
Barclays Plc	217,263	110.27
Barclays Plc	217,263	110.27
VSGX - Vanguard ESG International Stock ETF ETF Shares	195,921	110.62
Walleye Trading LLC	125,900	110.27
Country Club Trust Company, n.a.	105,381	105.49
Two Sigma Investments, Lp	101,267	110.27
Two Sigma Investments, Lp	101,267	110.27
Carroll Financial Associates, Inc.	31,523	105.57
Group One Trading, L.p.	31,000	110.26
KTRAX - DWS Global Income Builder Fund Class A	17,857	104.10
Old Dominion Capital Management Inc	17,265	99.51
NorthCoast Asset Management LLC	14,670	99.73
ZIG - The Acquirers Fund	12,495	104.04
GTCIX - Quantitative International Equity Portfolio	10,181	104.02
UGOFX - Global Managed Volatility Fund Institutional Shares	5,461	99.43
NENGX - Northern Engage360 Fund	5,340	99.44
PDEV - Principal International Multi-Factor Core Index ETF	4,132	99.47
Harbor Financial Services, Llc	3,900	99.49
Bbva Usa	3,204	99.56
180 Wealth Advisors, Llc	3,083	109.96
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A	3,070	99.35
Twin Tree Management, LP	2,827	110.36
Twin Tree Management, LP	2,827	110.36
Tufton Capital Management	2,563	110.03
TILDX - DCM/INNOVA High Dividend Income Innovation Fund	2,500	114.00
FS Series Trust - FS Real Asset Fund Class A	2,486	99.36
MAI Capital Management	2,083	110.42
Spectrum Asset Management, Inc. (NB/CA)	2,000	110.50
Bluefin Capital Management, Llc	2,000	110.50
Mcrae Capital Management Inc	2,000	110.50
Conning Inc.	1,990	110.05
ABPAX - AB Conservative Wealth Strategy Class A	1,970	98.98
IFP Advisors, Inc	1,324	105.74
Herold Advisors, Inc.	810	110269.14
Reilly Financial Advisors, Llc	774	105.94
Money Concepts Capital Corp	426	110.33
Sandy Spring Bank	146	109.59
Berman Capital Advisors, LLC	87	91.95
Gemmer Asset Management LLC	37	108.11
Sonora Investment Management, LLC	20	100.00
Exane Derivatives	2
Fundamentun, Llc
WASHINGTON TRUST Co
Abundance Wealth Counselors
Eagle Bay Advisors LLC
SpiderRock Advisors, LLC
Balentine LLC
Howe & Rusling Inc
Maverick Capital Ltd
Lake Street Financial Llc
Balyasny Asset Management Llc
JCSD Capital, LLC
Panagora Asset Management Inc
Grant/GrossMendelsohn, LLC
Ford Financial Group, LLC
FORA Capital, LLC
Cordant, Inc.
Ubs Asset Management Americas Inc
Ethic Inc.
Quantitative Systematic Strategies LLC
Heritage Wealth Advisors
First Command Financial Services, Inc.
Alpha Paradigm Partners, LLC
Godsey & Gibb Associates
Selective Wealth Management, Inc.
Nfj Investment Group, Llc
Optiver Holding B.V.
First Command Bank
Two Sigma Advisers, Lp
Kowal Investment Group, LLC
Jones Financial Companies Lllp
Pallas Capital Advisors LLC
Meeder Asset Management Inc
Castleview Partners, Llc
Algert Global Llc
Clear Street Markets Llc
Schroder Investment Management Group
Wagner Wealth Management, Llc
XTX Topco Ltd
Quantbot Technologies LP
CAPROCK Group, Inc.
Mufg Securities (canada), Ltd.
Trexquant Investment LP
TAP Consulting, LLC
RGT Wealth Advisors, LLC
Mutual Advisors, LLC
Bridgefront Capital, LLC
Polar Asset Management Partners Inc.
Botty Investors LLC
Holloway Wealth Management, LLC
Clean Yield Group
Delta Asset Management Llc/tn
Meridian Wealth Partners, LLC
Keel Point, LLC
Claremont Financial Group, Inc.
Jacobi Capital Management LLC
Bank Of Hawaii
Snowden Capital Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Prudential Financial Inc
Norges Bank
Toroso Investments, LLC
Prudent Man Advisors, LLC
Schonfeld Strategic Advisors LLC
Fsb Premier Wealth Management, Inc.
HAP Trading, LLC
Mitchell Capital Management Co
Pacer Advisors, Inc.
Monaco Asset Management SAM
Rather & Kittrell, Inc.
Clearview Wealth Advisors LLC
Marathon Trading Investment Management LLC
qPULA Trading Management LP
Tectonic Advisors Llc
CoreCap Advisors, LLC
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Marathon Trading Investment Management LLC
Grantham, Mayo, Van Otterloo & Co. LLC
Thompson Davis & Co., Inc.
Petrus Trust Company, LTA
BHK Investment Advisors, LLC
Walled Lake Planning & Wealth Management, Llc
Mbb Public Markets I Llc
Te Ahumairangi Investment Management Ltd
Horizon Financial Services, Llc
AMP Capital Investors Ltd
Hudock, Inc.
Guidance Point Advisors, LLC
Global Strategic Investment Solutions, LLC
Verition Fund Management LLC
Marathon Trading Investment Management LLC
HAP Trading, LLC
DCM Advisors, LLC
D'Orazio & Associates, Inc.
Blueshift Asset Management, LLC
Polar Asset Management Partners Inc.
Astrantus Ltd
Outfitter Financial LLC
Allegheny Financial Group LTD
Asahi Life Asset Management Co., Ltd.
Prudential Plc
Enterprise Financial Services Corp

Recent Quarter 217 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	18,445,433	101.00	18,504,193	114.01
BBCA - JPMorgan BetaBuilders Canada ETF	4,738,473	101.00	4,375,235	114.01
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares	2,813,203	101.00	4,026,708	114.01
FCNSX - Fidelity Series Canada Fund	2,742,600	101.00	2,741,700	114.02
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	2,740,857	101.00	2,718,537	114.02
VWNDX - Vanguard Windsor Fund Investor Shares	2,182,963	101.00	2,182,963	114.01
SCHF - Schwab International Equity ETF	2,088,759	104.49	2,005,737	110.55
FSGEX - Fidelity Series Global ex U.S. Index Fund	1,800,540	101.00	1,713,198	114.01
IXUS - iShares Core MSCI Total International Stock ETF	1,452,866	101.00	1,446,470	114.01
DFIEX - International Core Equity Portfolio - Institutional Class	1,213,029	101.03	886,501	114.01
Cardinal Capital Management, Inc.	1,204,953	96.82	1,202,317	110.22
Addenda Capital Inc.	933,208	124.64	933,628	137.64
FICDX - Fidelity Canada Fund	827,000	101.00	832,100	114.02
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A	801,069	101.00	678,400	114.02
Regions Financial Corp	796,643	96.82	796,643	110.27
VT - Vanguard Total World Stock Index Fund ETF Shares	678,685	101.00	636,054	114.02
Value Partners Investments Inc.	611,325	96.62	609,330	110.15
QV Investors Inc.	589,243	96.62	621,346	110.20
VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares	528,102	101.00	439,331	114.01
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A	520,571	101.00	434,100	114.02

Recent Quarter 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	2,226	97.04	0

Recent Quarter 90 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BBCA - JPMorgan BetaBuilders Canada ETF	363,238	4,738,473	101.00	4,375,235	114.01	8.30
DFIEX - International Core Equity Portfolio - Institutional Class	326,528	1,213,029	101.03	886,501	114.01	36.83
HBLAX - THE HARTFORD BALANCED INCOME FUND Class A	122,669	801,069	101.00	678,400	114.02	18.08
Davis-rea Ltd.	95,978	113,462	96.83	17,484	280.03	548.95
VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares	88,771	528,102	101.00	439,331	114.01	20.21
FSGEX - Fidelity Series Global ex U.S. Index Fund	87,342	1,800,540	101.00	1,713,198	114.01	5.10
HQIAX - THE HARTFORD EQUITY INCOME FUND Class A	86,471	520,571	101.00	434,100	114.02	19.92
SCHF - Schwab International Equity ETF	83,022	2,088,759	104.49	2,005,737	110.55	4.14
VT - Vanguard Total World Stock Index Fund ETF Shares	42,631	678,685	101.00	636,054	114.02	6.70
IDEV - iShares Core MSCI International Developed Markets ETF	41,256	475,736	101.00	434,480	114.01	9.50
IQDF - FlexShares International Quality Dividend Index Fund	27,880	95,500	101.52	67,620	113.96	41.23
PID - Invesco International Dividend Achievers ETF	23,958	177,804	101.03	153,846	114.04	15.57
FSGGX - Fidelity Global ex U.S. Index Fund	22,864	500,313	101.00	477,449	114.01	4.79
VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	22,320	2,740,857	101.00	2,718,537	114.02	0.82
ACWI - iShares MSCI ACWI ETF	21,314	414,108	101.00	392,794	114.01	5.43
FNDF - Schwab Fundamental International Large Company Index ETF	19,857	371,064	104.49	351,207	110.54	5.65
FTIHX - Fidelity Total International Index Fund	19,218	422,548	101.00	403,330	114.02	4.76
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF	17,523	44,255	101.01	26,732	114.02	65.55
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class	15,968	104,620	101.03	88,652	114.04	18.01
IMTM - iShares Edge MSCI Intl Momentum Factor ETF	10,471	137,897	101.00	127,426	114.01	8.22

Recent Quarter 66 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
GSIHX - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares	1,213,505	2,813,203	101.00	4,026,708	114.01	-30.14
Strs Ohio	237,732	77,368	96.62	315,100	110.19	-75.45
Pendal Group Ltd	107,126	53,238	96.81	160,364	110.35	-66.80
TOK - iShares MSCI Kokusai ETF	96,106	4,894	100.94	101,000	114.02	-95.15
RTNAX - Tax-Managed International Equity Fund Class A	65,230	60,941	101.00	126,171	114.01	-51.70
DFAX - Dimensional World ex U.S. Core Equity 2 ETF	64,233	88,038	101.52	152,271	114.04	-42.18
VGTSX - Vanguard Total International Stock Index Fund Investor Shares	58,760	18,445,433	101.00	18,504,193	114.01	-0.32
EPSPX - MainStay Epoch Global Equity Yield Fund Class A	44,115	126,100	101.00	170,215	114.01	-25.92
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares	33,031	32,014	101.02	65,045	114.01	-50.78
QV Investors Inc.	32,103	589,243	96.62	621,346	110.20	-5.17
LIDAX - Lord Abbett International Value Fund Class A	30,100	40,800	101.00	70,900	114.02	-42.45
MTRAX - MainStay Income Builder Fund Class A	19,037	89,858	101.00	108,895	114.02	-17.48
ACWX - iShares MSCI ACWI ex U.S. ETF	17,285	247,862	101.00	265,147	114.02	-6.52
PXF - Invesco FTSE RAFI Developed Markets ex-U.S. ETF	13,681	83,536	101.53	97,217	113.96	-14.07
SIDVX - Hartford Schroders International Multi-Cap Value Fund Class A	13,352	92,679	101.00	106,031	114.01	-12.59
IDLV - Invesco S&P International Developed Low Volatility ETF	11,007	39,252	101.52	50,259	113.95	-21.90
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	9,710	66,928	96.63	76,638	111.56	-12.67
RTIYX - Multifactor International Equity Fund Class Y	7,238	19,491	101.02	26,729	114.03	-27.08
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1	5,887	31,596	100.99	37,483	114.03	-15.71
FICDX - Fidelity Canada Fund	5,100	827,000	101.00	832,100	114.02	-0.61

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 1 Previous Institutes closed Put Positions

Name	Previous Puts
Monaco Asset Management SAM	0

Recent Quarter 3 Previous Institutes closed Call Positions

Name	Previous Calls
Marathon Trading Investment Management LLC	0
CenterStar Asset Management, LLC	0
HAP Trading, 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 5 New Institutes added position

Name	Shares	PPS
Intelligence Driven Advisers, LLC	3,616	96.24
BKD Wealth Advisors, LLC	2,096	96.85
MRKYX - AB All Market Income Portfolio Advisor Class	1,321	104.47
AGIAX - AB Tax-Managed All Market Income Portfolio Class A	1,312	104.42
Hexagon Capital Partners LLC	247	97.17

Past Week 5 Institutes closed out their positions

Name	Shares	PPS
Gemmer Asset Management LLC	37	108.11
Sandy Spring Bank	146	109.59
Mcrae Capital Management Inc	2,000	110.50
Tufton Capital Management	2,563	110.03
Conning Inc.	1,990	110.05

Past Week 52 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
SCHF - Schwab International Equity ETF	2,088,759	104.49	2,005,737	110.55
Regions Financial Corp	796,643	96.82	796,643	110.27
FNDF - Schwab Fundamental International Large Company Index ETF	371,064	104.49	351,207	110.54
Davis-rea Ltd.	113,462	96.83	17,484	280.03
American Assets Investment Management, LLC	103,500	96.82	103,500	110.27
Truist Financial Corp	90,039	96.82	89,137	110.27
Strs Ohio	77,368	96.62	315,100	110.19
Boston Trust Walden Corp	66,775	96.82	58,300	110.27
Pendal Group Ltd	53,238	96.81	160,364	110.35
Aspiriant, Llc	32,315	96.83	32,315	110.26
Pacifica Partners Inc.	25,858	98.81	25,835	107.45
Exeter Financial, LLC	25,375	96.83	24,775	110.27
Brightworth	21,401	96.82	21,401	110.28
Bogart Wealth, LLC	19,732	96.80	19,732	110.28
Dixon Hubard Feinour & Brown Inc/va	19,331	96.84	18,815	110.28
Oak Harbor Wealth Partners, Llc	15,305	96.83	15,255	110.26
Wedbush Securities Inc	14,424	96.85	14,602	110.26
MVGAX - MFS Low Volatility Global Equity Fund A	12,218	104.52	12,318	110.41
Geneos Wealth Management Inc.	10,679	97.39	12,883	110.22
JTC Employer Solutions Trusteee Ltd	10,503	96.83	10,503	110.44
ABWAX - AB All Market Total Return Portfolio Class A	9,724	104.48	11,280	110.64
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF	8,988	104.47	8,061	110.66
Capital Investment Counsel, Inc	7,486	96.85	8,861	110.26
Stratos Wealth Partners, LTD.	7,461	96.77	7,676	110.34
Welch Group, LLC	6,415	96.80	6,415	110.21
Mountain Pacific Investment Advisers Inc/id	6,194	96.87	6,194	110.27
GSB Wealth Management, LLC	6,182	96.89	6,700	110.30
Capital Investment Advisory Services, LLC	6,031	96.83	5,361	110.24
Loveless Wealth Management LLC	5,695	96.75	5,385	110.31
Forbes J M & Co Llp	5,600	96.79	5,600	110.36
Sequoia Financial Advisors, LLC	5,199	96.75	4,942	110.28
First Personal Financial Services	4,079	96.84	4,154	110.26
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	4,048	104.50	4,048	110.67
PMSAX - Global Multi-Strategy Fund Class A	3,615	104.56	3,451	110.69
Excalibur Management Corp	3,036	96.84	3,024	110.12
Spinnaker Trust	2,288	97.03	1,888	110.17
Advisory Resource Group	2,271	96.87	2,375	110.32
Umb Bank N A/mo	2,044	96.87	2,028	110.45
Investors Research Corp	1,800	96.67	1,800	110.00
Spire Wealth Management	1,751	97.09	2,147	110.39
Walter & Keenan Financial Consulting Co /mi/ /adv	1,700	97.06	2,000	110.50
Thompson Siegel & Walmsley Llc	1,548	96.90	1,548	110.47
BCR Wealth Strategies, LLC	1,497	96.86	1,497	110.22
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	718	104.46	718	110.03
Exchange Traded Concepts, Llc	429	97.90	693	109.67
Ogorek Anthony Joseph /ny/ /adv	425	96.47	425	108.24
American Research & Management Co.	300	96.67	300	110.00
Charter Oak Capital Management, LLC	200	95.00	200	105.00
JNBA Financial Advisors	160	93.75	160	112.50
Arrow Financial Corp	100	100.00	100	110.00
Annapolis Financial Services, LLC	53	94.34	53	113.21
Maryland Capital Advisors Inc.	25	80.00	25	120.00

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	2,226	97.04	0

Past Week 18 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Davis-rea Ltd.	95,978	113,462	96.83	17,484	280.03	548.95
SCHF - Schwab International Equity ETF	83,022	2,088,759	104.49	2,005,737	110.55	4.14
FNDF - Schwab Fundamental International Large Company Index ETF	19,857	371,064	104.49	351,207	110.54	5.65
Boston Trust Walden Corp	8,475	66,775	96.82	58,300	110.27	14.54
Trust Co Of Vermont	2,226	2,226	97.04	0		0.00
DBAW - Xtrackers MSCI All World ex US Hedged Equity ETF	927	8,988	104.47	8,061	110.66	11.50
Truist Financial Corp	902	90,039	96.82	89,137	110.27	1.01
Capital Investment Advisory Services, LLC	670	6,031	96.83	5,361	110.24	12.50
Exeter Financial, LLC	600	25,375	96.83	24,775	110.27	2.42
Dixon Hubard Feinour & Brown Inc/va	516	19,331	96.84	18,815	110.28	2.74
Spinnaker Trust	400	2,288	97.03	1,888	110.17	21.19
Loveless Wealth Management LLC	310	5,695	96.75	5,385	110.31	5.76
Sequoia Financial Advisors, LLC	257	5,199	96.75	4,942	110.28	5.20
PMSAX - Global Multi-Strategy Fund Class A	164	3,615	104.56	3,451	110.69	4.75
Oak Harbor Wealth Partners, Llc	50	15,305	96.83	15,255	110.26	0.33
Pacifica Partners Inc.	23	25,858	98.81	25,835	107.45	0.09
Umb Bank N A/mo	16	2,044	96.87	2,028	110.45	0.79
Excalibur Management Corp	12	3,036	96.84	3,024	110.12	0.40

Past Week 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Strs Ohio	237,732	77,368	96.62	315,100	110.19	-75.45
Pendal Group Ltd	107,126	53,238	96.81	160,364	110.35	-66.80
Geneos Wealth Management Inc.	2,204	10,679	97.39	12,883	110.22	-17.11
ABWAX - AB All Market Total Return Portfolio Class A	1,556	9,724	104.48	11,280	110.64	-13.79
Capital Investment Counsel, Inc	1,375	7,486	96.85	8,861	110.26	-15.52
GSB Wealth Management, LLC	518	6,182	96.89	6,700	110.30	-7.73
Spire Wealth Management	396	1,751	97.09	2,147	110.39	-18.44
Walter & Keenan Financial Consulting Co /mi/ /adv	300	1,700	97.06	2,000	110.50	-15.00
Exchange Traded Concepts, Llc	264	429	97.90	693	109.67	-38.10
Stratos Wealth Partners, LTD.	215	7,461	96.77	7,676	110.34	-2.80
Wedbush Securities Inc	178	14,424	96.85	14,602	110.26	-1.22
Advisory Resource Group	104	2,271	96.87	2,375	110.32	-4.38
MVGAX - MFS Low Volatility Global Equity Fund A	100	12,218	104.52	12,318	110.41	-0.81
First Personal Financial Services	75	4,079	96.84	4,154	110.26	-1.81

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