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 971 18.00 18.36 18.27
Previous Quarter 1,010 19.00 18.36 18.37

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 17 253 119 3 49 51
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 2 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 2 7 0 4 2
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 47,678,806 17.21 9.02 65,618,480 23.69 18.56
Previous Quarter 23,209,121 8.38 18.54 64,538,361 23.30 18.43

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 33,855,794
Vanguard Group Inc 33,568,902 18.36
BlackRock Inc. 24,470,874
BlackRock Inc. 23,207,932 18.36
Impactive Capital LP 18,430,839
Massachusetts Financial Services Co /ma/ 18,222,030 18.36
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 17,587,780
Impactive Capital LP 17,090,563 18.36
Ubs Asset Management Americas Inc 15,442,977 18.36
Boston Partners 14,965,786 18.28
VA Partners I, LLC 14,501,031
ValueAct Holdings, L.P. 13,901,031 18.36
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,076,587 18.36
IJH - iShares Core S&P Mid-Cap ETF 7,913,338 18.36
State Street Corp 7,896,328 18.36
MVCAX - MFS Mid Cap Value Fund A 7,252,047 18.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 7,015,079 18.36
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 5,792,167 18.36
Dimensional Fund Advisors Lp 5,541,444 18.36
Victory Capital Management Inc 5,517,213 16.73

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 33,568,902 18.36
BlackRock Inc. 23,207,932 18.36
Massachusetts Financial Services Co /ma/ 18,222,030 18.36
Impactive Capital LP 17,090,563 18.36
Ubs Asset Management Americas Inc 15,442,977 18.36
Boston Partners 14,965,786 18.28
ValueAct Holdings, L.P. 13,901,031 18.36
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,076,587 18.36
IJH - iShares Core S&P Mid-Cap ETF 7,913,338 18.36
State Street Corp 7,896,328 18.36
MVCAX - MFS Mid Cap Value Fund A 7,252,047 18.36
NAESX - Vanguard Small-Cap Index Fund Investor Shares 7,015,079 18.36
JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 5,792,167 18.36
Dimensional Fund Advisors Lp 5,541,444 18.36
Victory Capital Management Inc 5,517,213 16.73
Hotchkis & Wiley Capital Management Llc 4,816,418 18.36
Geode Capital Management, Llc 4,784,314 18.36
Fmr Llc 4,611,316 18.36
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 4,592,832 18.36
Capital World Investors 4,530,000 18.36

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 33,855,794
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 17,587,780
VA Partners I, LLC 14,501,031
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 1,080,119 16.73
SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares 71,536 16.73
FNK - First Trust Mid Cap Value AlphaDEX Fund 61,098 16.73
CVY - Invesco Zacks Multi-Asset Income ETF 41,669 16.73
XHYF - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 30,000 1.00
COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 24,000 16.75
GGEAX - Nationwide Global Sustainable Equity Fund Class A 22,928 16.75
REUYX - Sustainable Equity Fund Class Y 19,529 16.74
FAB - First Trust Multi Cap Value AlphaDEX Fund 13,400 16.72
Sargent Bickham Lagudis LLC 1,160 15.52
PTBD - Pacer Trendpilot US Bond ETF 0
VWEHX - Vanguard High-Yield Corporate Fund Investor Shares 0
Range Financial Group LLC 0
HYFAX - Harbor High-Yield Bond Fund Institutional Class 0
Name Shares PPS
XMMO - Invesco S&P MidCap Momentum ETF 806,786 18.34
D. E. Shaw & Co., Inc. 203,343 18.36
FNY - First Trust Mid Cap Growth AlphaDEX Fund 122,701 18.34
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 119,277 17.60
Capital Fund Management S.a. 57,399 18.36
Capital Fund Management S.a. 57,399 18.36
PTMC - Pacer Trendpilot US Mid Cap ETF 33,283 18.36
FDMO - Fidelity Momentum Factor ETF 31,587 18.36
FAD - First Trust Multi Cap Growth AlphaDEX Fund 23,615 18.34
PWC - Invesco Dynamic Market ETF 20,623 18.33
GAFAX - ASG Global Alternatives Fund Class A 20,591 17.58
SPGIX - Simt Large Cap Growth Fund Class I 18,077 17.59
World Asset Management Inc 10,375 17.64
VAMO - Cambria Value and Momentum ETF 8,588 18.40
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 8,266 17.54
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8,003 17.62
FSMD - Fidelity Small-Mid Factor ETF 7,168 18.28
SECUX - Guggenheim StylePlus - Mid Growth Fund A-Class 4,698 17.67
Cutler Group LP 1,802 18.31
LEQAX - LoCorr Dynamic Equity Fund Class A 1,799 17.79
Simplex Trading, Llc 1,600 18.12
FVCIX - Fidelity Flex Large Cap Value II Fund 1,479 18.26
First Mercantile Trust Co 1,455 17.87
Parallel Advisors, LLC 1,385 18.05
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 1,189 18.50
Berman Capital Advisors, LLC 965 16.58
Newbridge Financial Services Group, Inc. 85 23.53
Wolverine Trading, Llc
VPVHYDV - PIMCO High Yield Portfolio Administrative
SSTHX - Wells Fargo Short-Term High Yield Bond Fund Class A
SummerHaven Investment Management, LLC
Carroll Financial Associates, Inc.
Philadelphia Financial Management of San Francisco, LLC
Lenox Wealth Advisors, LLC
Point72 Asset Management, L.P.
Bayesian Capital Management, LP
Crewe Advisors LLC
Bluefin Capital Management, Llc
Truvestments Capital Llc
Capula Management Ltd
Raymond James Financial Services Advisors, Inc.
Sycomore Asset Management
Harbour Investments, Inc.
Fox Run Management, L.l.c.
Main Street Financial Solutions, LLC
IFP Advisors, Inc
USA Financial Portformulas Corp
Laurion Capital Management LP
Trustcore Financial Services, Llc
Advisory Services Network, LLC
CIBC Private Wealth Group, LLC
Financial Advocates Investment Management
Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
North Star Investment Management Corp.
Portolan Capital Management, LLC
Unigestion Holding SA
NN Investment Partners Holdings N.V.
Trexquant Investment LP
Quantbot Technologies LP
Advisors Preferred, LLC
LSFIX - Loomis Sayles Fixed Income Fund Institutional Class
Itau Unibanco Holding S.A.
Acadian Asset Management Llc
Tudor Investment Corp Et Al
Wolverine Trading, Llc
Pendal Group Ltd
Harel Insurance Investments & Financial Services Ltd.
Enterprise Financial Services Corp
Wolverine Trading, Llc
ABNAX - AB Bond Inflation Strategy Class A
Cigna Investments Inc /new
Morningstar Funds Trust - Morningstar Alternatives Fund
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares
AMECX - INCOME FUND OF AMERICA Class A
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A
Twinbeech Capital Lp
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Norges Bank
FSAHX - Fidelity Short Duration High Income Fund
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P
JustInvest LLC
PHB - Invesco Fundamental High Yield Corporate Bond ETF
JSDHX - JPMorgan Short Duration Core Plus Fund Class A
Campbell & CO Investment Adviser LLC
Financial Management Professionals, Inc.
Range Financial Group LLC
Two Sigma Investments, Lp
Weaver C. Barksdale & Associates, Inc.
Quadrature Capital Ltd
FIBR - iShares Edge U.S. Fixed Income Balanced Risk ETF
PPM Funds - PPM High Yield Core Fund (Inst)
GHYG - iShares US & Intl High Yield Corp Bond ETF
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio
Nuveen High Income 2023 Target Term Fund
Schonfeld Strategic Advisors LLC
Jacobi Capital Management LLC
Skandinaviska Enskilda Banken AB (publ)
WFHY - WisdomTree U.S. High Yield Corporate Bond Fund N/A
TRHYX - T. Rowe Price Institutional High Yield Fund
KHYAX - DWS High Income Fund Class A
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6
Hudson Bay Capital Management LP
ITBAX - THE HARTFORD TOTAL RETURN BOND FUND Class A
Pimco Corporate & Income Opportunity Fund
LLDYX - Lord Abbett Short Duration Income Fund Class I
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1
SJNK - SPDR Bloomberg Barclays Short Term High Yield Bond ETF
HYZD - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
Toronto Dominion Bank
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I)
New America High Income Fund Inc
PGHY - Invesco Global Short Term High Yield Bond ETF
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
People's United Financial, Inc.
GHYB - Goldman Sachs Access High Yield Corporate Bond ETF
Holocene Advisors, LP
Caxton Associates Lp
ZHDG - ZEGA Buy and Hedge ETF
PRHYX - T. Rowe Price High Yield Fund, Inc.
HYBB - iShares BB Rated Corporate Bond ETF
ESHAX - Eaton Vance Short Duration High Income Fund Class A
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio
Cornerstone Advisory, LLC
Blackrock Core Bond Trust
Lee Financial Co
Blackrock Credit Allocation Income Trust
Meridian Wealth Partners, LLC
Boothbay Fund Management, Llc
TCOBX - Tactical Offensive Enhanced Fixed Income Fund
HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
M&t Bank Corp
Empowered Funds, LLC
FPIOX - Strategic Advisers Income Opportunities Fund
Cahill Financial Advisors Inc
Public Sector Pension Investment Board
Western Asset Income Fund
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A
Y-Intercept (Hong Kong) Ltd
HYG - iShares iBoxx $ High Yield Corporate Bond ETF
Blackrock Ltd Duration Income Trust
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II
SHYG - iShares 0-5 Year High Yield Corporate Bond ETF
AMP Capital Investors Ltd
Blackrock Multi-sector Income Trust
Quantedge Capital Pte Ltd
IUSB - iShares Core Total USD Bond Market ETF
Two Sigma Investments, Lp
Alphasimplex Group, Llc
Spire Wealth Management
HYLB - Xtrackers USD High Yield Corporate Bond ETF
Absolute Capital Management, LLC
DODLX - Dodge & Cox Global Bond Fund
Bank Of Nova Scotia
Two Sigma Investments, Lp
Canada Pension Plan Investment Board
TSDLX - T. Rowe Price Short Duration Income Fund
Guidance Point Advisors, LLC
CGCP - Capital Group Core Plus Income ETF Share Class
Fred Alger Management, Llc
Panagora Asset Management Inc
Fortis Advisors, LLC
Counterpoint Mutual Funds LLC
Cambridge Trust Co
Tudor Investment Corp Et Al
Qube Research & Technologies Ltd
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
NMHYX - Multi-manager High Yield Opportunity Fund
Maverick Capital Ltd
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1
Advanced Series Trust - Ast High Yield Portfolio
Fir Tree Capital Management Lp
CWBFX - CAPITAL WORLD BOND FUND Class A
PDT Partners, LLC
GAOAX - JPMorgan Global Allocation Fund Class A
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC
AHITX - AMERICAN HIGH INCOME TRUST Class A
CenterStar Asset Management, LLC
Pcm Fund, Inc.
Signet Financial Management, Llc
Dynamic Technology Lab Private Ltd
Ellevest, Inc.
BKHY - BNY Mellon High Yield Beta ETF
PYHIX - High Income Fund (f/k/a High Yield Fund I) Institutional Class
PHIAX - PACE High Yield Investments Class A
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1
NEFRX - Loomis Sayles Core Plus Bond Fund Class A
IBHD - iShares iBonds 2024 Term High Yield and Income ETF
Tokio Marine Asset Management Co Ltd
MGGBX - AMG Managers Global Income Opportunity Fund Class N
Gotham Asset Management, LLC
PSHNX - Penn Capital Defensive Short Duration High Income Fund
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a)
SGHAX - DWS Global High Income Fund Class A
HYDW - Xtrackers Low Beta High Yield Bond ETF
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I
Barrow Hanley Mewhinney & Strauss Llc
AIIFX - Timber Point Alternative Income Fund Institutional Class Shares
Voce Capital Management LLC
Pacitti Group Inc.
First Quadrant L P/ca
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio
IndexIQ Advisors LLC
HLIPX - JPMorgan Core Plus Bond Fund Class I
LIFAX - Lord Abbett Inflation Focused Fund Class A
Western Asset Investment Grade Defined Opportunity Trust Inc.
Steel Peak Wealth Management LLC
HIYYX - AB FlexFee High Yield Portfolio Advisor Class
TIYRX - TIAA-CREF High-Yield Fund Retail Class
Polianta Ltd
HTRB - Hartford Total Return Bond ETF
Dark Forest Capital Management Lp
Polar Asset Management Partners Inc.
Metropolitan Life Insurance Co/ny
SHYL - Xtrackers Short Duration High Yield Bond ETF
ASDAX - AAM/HIMCO Short Duration Fund Class A
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
SPHY - SPDR Portfolio High Yield Bond ETF
Grantham, Mayo, Van Otterloo & Co. LLC
Capitolis Advisors LLC
LHYAX - Lord Abbett High Yield Fund Class A
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF
Jones Financial Companies Lllp
Private Advisory Group LLC
Voloridge Investment Management, Llc
ISTB - iShares Core 1-5 Year USD Bond ETF
LSBDX - Loomis Sayles Bond Fund Institutional Class
Jupiter Asset Management Ltd
Renaissance Technologies Llc
Twin Tree Management, LP
Blackrock Corporate High Yield Fund, Inc.
Pacer Advisors, Inc.
Mcdonald Partners Llc
JCPB - JPMorgan Core Plus Bond ETF
LIGRX - Loomis Sayles Investment Grade Bond Fund Class A
GFSYX - Strategic Alternatives Fund Institutional
Nuveen Multi-market Income Fund
Occudo Quantitative Strategies Lp
Two Sigma Advisers, Lp
Aigen Investment Management, Lp
LSIGX - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class
NEFZX - Loomis Sayles Strategic Income Fund Class A
USHY - iShares Broad USD High Yield Corporate Bond ETF
JGIAX - JPMorgan Income Fund Class A
Financial Engines Advisors L.L.C.
AHGVX - Nt High Income Fund Investor Class
BSJO - Invesco BulletShares 2024 High Yield Corporate Bond ETF
Blackrock Debt Strategies Fund, Inc.
AHIVX - High Income Fund Investor Class
QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 17.81
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 24,470,874 23,207,932 18.36
Impactive Capital LP 18,430,839 17,090,563 18.36
FDVLX - Fidelity Value Fund 2,755,096 16.73 3,037,696 18.34
Wedge Capital Management L L P/nc 2,437,469 15.94 2,550,985 18.36
AVFIX - American Beacon Small Cap Value Fund Institutional Class 2,034,383 16.73 1,691,529 18.34
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 1,050,366 16.73 1,050,366 18.34
VEXPX - VANGUARD EXPLORER FUND Investor Shares 987,740 16.73 1,017,506 18.34
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 944,116 16.73 944,116 18.34
FXO - First Trust Financials AlphaDEX Fund 796,439 16.73 777,852 18.34
PMPRX - MidCap Value Fund I R-3 783,572 16.73 11,055 18.36
RSEAX - U.S. Strategic Equity Fund Class A 763,934 16.73 774,741 18.34
DFSTX - U.s. Small Cap Portfolio - Institutional Class 763,479 16.73 763,479 18.34
FSMDX - Fidelity Mid Cap Index Fund 682,737 16.73 656,920 18.34
DFAC - Dimensional U.S. Core Equity 2 ETF 572,848 16.73 501,710 18.34
FUQIX - Fidelity SAI U.S. Quality Index Fund 565,072 16.73 539,182 18.34
CVGRX - Calamos Growth Fund Class A 526,752 16.73 526,752 18.34
RFG - Invesco S&P MidCap 400 Pure Growth ETF 449,536 16.73 518,084 18.34
NUSC - Nuveen ESG Small-Cap ETF 300,835 16.73 278,053 18.34
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 285,330 16.73 244,856 18.34
DFVEX - U.s. Vector Equity Portfolio - Institutional Class 282,090 16.73 282,090 18.34
Name Current Shares Current PPS Previous Shares Previous PPS
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 4,530,000 18.36 0
QWVPX - Clearwater Core Equity Fund 8,252 18.42 5,500 18.36
FNPIX - Financials Ultrasector Profund Investor Class 218 18.35 279 17.92
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 4,530,000 4,530,000 18.36 0 0.00
Impactive Capital LP 1,340,276 18,430,839 17,090,563 18.36 7.84
BlackRock Inc. 1,262,942 24,470,874 23,207,932 18.36 5.44
PMPRX - MidCap Value Fund I R-3 772,517 783,572 16.73 11,055 18.36 6987.94
AVFIX - American Beacon Small Cap Value Fund Institutional Class 342,854 2,034,383 16.73 1,691,529 18.34 20.27
SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 140,981 203,105 19.70 62,124 19.70 226.93
DFAC - Dimensional U.S. Core Equity 2 ETF 71,138 572,848 16.73 501,710 18.34 14.18
SYLD - Cambria Shareholder Yield ETF 58,830 268,710 16.73 209,880 18.34 28.03
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 57,590 227,068 16.73 169,478 18.34 33.98
DFAS - Dimensional U.S. Small Cap ETF 49,491 159,697 16.73 110,206 18.34 44.91
FNX - First Trust Mid Cap Core AlphaDEX Fund 46,613 166,716 16.73 120,103 18.34 38.81
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 40,474 285,330 16.73 244,856 18.34 16.53
XMVM - Invesco S&P MidCap Value with Momentum ETF 36,167 181,276 16.73 145,109 18.34 24.92
FUQIX - Fidelity SAI U.S. Quality Index Fund 25,890 565,072 16.73 539,182 18.34 4.80
FSMDX - Fidelity Mid Cap Index Fund 25,817 682,737 16.73 656,920 18.34 3.93
NUSC - Nuveen ESG Small-Cap ETF 22,782 300,835 16.73 278,053 18.34 8.19
AFDVX - Applied Finance Explorer Fund Investor Class 19,510 115,353 16.73 95,843 18.34 20.36
FXO - First Trust Financials AlphaDEX Fund 18,587 796,439 16.73 777,852 18.34 2.39
DFAU - Dimensional US Core Equity Market ETF 18,086 54,390 16.73 36,304 18.35 49.82
GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 17,474 25,974 16.75 8,500 18.35 205.58
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
FDVLX - Fidelity Value Fund 282,600 2,755,096 16.73 3,037,696 18.34 -9.30
Wedge Capital Management L L P/nc 113,516 2,437,469 15.94 2,550,985 18.36 -4.45
RFG - Invesco S&P MidCap 400 Pure Growth ETF 68,548 449,536 16.73 518,084 18.34 -13.23
AACIX - American Beacon Mid-Cap Value Fund Institutional Class 32,451 33,630 16.74 66,081 18.34 -49.11
FSWCX - Fidelity SAI U.S. Value Index Fund 30,020 145,585 16.73 175,605 18.34 -17.10
VEXPX - VANGUARD EXPLORER FUND Investor Shares 29,766 987,740 16.73 1,017,506 18.34 -2.93
PCSVX - PACE Small/Medium Co Value Equity Investments Class P 28,470 141,535 16.73 170,005 18.34 -16.75
Symmetry Partners, LLC 24,354 10,238 15.92 34,592 18.36 -70.40
IYG - iShares U.S. Financial Services ETF 23,277 157,271 16.73 180,548 18.34 -12.89
IYF - iShares U.S. Financials ETF 23,095 150,844 16.73 173,939 18.34 -13.28
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 21,409 223,476 16.73 244,885 18.34 -8.74
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 21,035 30,138 16.72 51,173 18.35 -41.11
FAS - Direxion Daily Financial Bull 3X Shares 17,106 122,689 16.73 139,795 18.34 -12.24
GoalVest Advisory LLC 15,000 15,000 16.20 30,000 18.37 -50.00
PKW - Invesco BuyBack Achievers ETF 13,244 208,913 16.73 222,157 18.34 -5.96
FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 11,646 123,396 16.73 135,042 18.34 -8.62
RSEAX - U.S. Strategic Equity Fund Class A 10,807 763,934 16.73 774,741 18.34 -1.39
PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 10,523 260,761 16.73 271,284 18.34 -3.88
FNCL - Fidelity MSCI Financials Index ETF 8,949 92,963 16.73 101,912 18.34 -8.78
PRF - Invesco FTSE RAFI US 1000 ETF 8,514 59,091 16.74 67,605 18.34 -12.59
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Two Sigma Investments, Lp 0
Name Previous Calls
Tudor Investment Corp Et Al 0
Wolverine Trading, Llc 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
Sargent Bickham Lagudis LLC 1,160 15.52
Range Financial Group LLC 0
Name Shares PPS
Range Financial Group LLC
Newbridge Financial Services Group, Inc. 85 23.53
Name Current Shares Current PPS Previous Shares Previous PPS
Wedge Capital Management L L P/nc 2,437,469 15.94 2,550,985 18.36
Gateway Investment Advisers Llc 91,265 15.94 91,010 18.36
Symmetry Partners, LLC 10,238 15.92 34,592 18.36
Parkside Financial Bank & Trust 7,108 16.04 6,711 18.33
Allworth Financial LP 1,177 16.14 30 33.33
BerganKDV Wealth Management, LLC 850 16.47 850 18.82
Tsfg, Llc 285 17.54 284 17.61
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Allworth Financial LP 1,147 1,177 16.14 30 33.33 3823.33
Parkside Financial Bank & Trust 397 7,108 16.04 6,711 18.33 5.92
Gateway Investment Advisers Llc 255 91,265 15.94 91,010 18.36 0.28
Tsfg, Llc 1 285 17.54 284 17.61 0.35
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Wedge Capital Management L L P/nc 113,516 2,437,469 15.94 2,550,985 18.36 -4.45
Symmetry Partners, LLC 24,354 10,238 15.92 34,592 18.36 -70.40
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