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 523 2.00 2.53 2.38
Previous Quarter 568 3.00 2.53 2.58

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 9 169 89 2 44 33
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 10 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 1 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 6 16 1 7 6
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 1 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 2,995,114 0.43 2.43 6,512,252 0.93 2.24
Previous Quarter 2,771,207 0.39 2.63 6,220,174 0.88 2.65

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
MJ - ETFMG Alternative Harvest ETF 7,598,523 2.53
Etf Managers Group, Llc 7,598,523 2.53
Susquehanna International Group, Llp 5,394,900 2.53
Susquehanna International Group, Llp 3,518,925 2.53
Vanguard Group Inc 3,472,219 2.53
Citadel Advisors Llc 2,812,400 2.53
Morgan Stanley 2,803,026 2.53
Mirae Asset Global Investments Co., Ltd. 2,679,532 2.53
BlackRock Inc. 2,324,135 2.53
POTX - Global X Cannabis ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,271,362 1.67
Bank Of Montreal /can/ 2,172,765 1.58
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,121,283 1.67
Simplex Trading, Llc 1,696,000 0.00
Susquehanna International Group, Llp 1,575,500 2.53
Swiss National Bank 1,319,638 2.53
Citadel Advisors Llc 1,308,000 2.53
Public Sector Pension Investment Board 1,285,991 2.53
State Street Corp 1,253,087 2.53
CNBS - Amplify Seymour Cannabis ETF 1,185,306 2.35
Alyeska Investment Group, L.P. 1,152,060 2.53

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
MJ - ETFMG Alternative Harvest ETF 7,598,523 2.53
Etf Managers Group, Llc 7,598,523 2.53
Susquehanna International Group, Llp 5,394,900 2.53
Susquehanna International Group, Llp 3,518,925 2.53
Vanguard Group Inc 3,472,219 2.53
Citadel Advisors Llc 2,812,400 2.53
Morgan Stanley 2,803,026 2.53
Mirae Asset Global Investments Co., Ltd. 2,679,532 2.53
POTX - Global X Cannabis ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,658,972 2.83
BlackRock Inc. 2,324,135 2.53
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,864,434 2.83
Bank Of Montreal /can/ 1,804,962 2.71
Simplex Trading, Llc 1,696,000 0.00
Susquehanna International Group, Llp 1,575,500 2.53
Swiss National Bank 1,319,638 2.53
Citadel Advisors Llc 1,308,000 2.53
Public Sector Pension Investment Board 1,285,991 2.53
State Street Corp 1,253,087 2.53
National Bank Of Canada /fi/ 1,246,544 2.54
Alyeska Investment Group, L.P. 1,152,060 2.53

 

Recent Quarter Analysis

Name Shares PPS
PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 258,097 2.35
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 234,334 2.35
Bank Of Nova Scotia 45,899 1.55
Mutual Advisors, LLC 11,611 1.55
ORG Partners LLC 548 1.82
Impact Partnership Wealth, LLC 300
Beaird Harris Wealth Management, LLC 37
Hudson Bay Capital Management LP 0
Quinn Opportunity Partners LLC 0
Name Shares PPS
IMC-Chicago, LLC 918,400 2.53
IMC-Chicago, LLC 918,400 2.53
State of New Jersey Common Pension Fund D 817,429 2.53
THCX - The Cannabis ETF 505,898 3.87
Parallax Volatility Advisers, L.P. 407,800 2.53
Capital Fund Management S.a. 230,140 2.53
Raymond James Financial Services Advisors, Inc. 146,690 2.53
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 93,746 2.75
United Maritime Capital Llc 88,469 2.75
Creative Planning 87,101 2.53
HighTower Advisors, LLC 85,725 2.55
Gratus Capital LLC 79,507 2.53
Van Hulzen Asset Management, LLC 78,349
Verition Fund Management LLC 69,746 2.75
ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64,844 4.07
UBS Group AG 43,824 2.53
Psagot Value Holdings Ltd. / (Israel) 21,000
Regentatlantic Capital Llc 18,658 2.73
Barclays Plc 15,986
Barclays Plc 15,986
Icon Wealth Partners, LLC 11,400 2.54
Kovack Advisors, Inc. 11,274 2.57
Mount Yale Investment Advisors, LLC 11,000 2.55
Activest Wealth Management 10,153 2.56
Ameritas Advisory Services, LLC 8,120 2.34
FNY Investment Advisers, LLC 5,160
Covington Capital Management 2,514 2.78
Cwm, Llc 2,129
AMREX - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 2,061 3.88
Arlington Partners LLC 2,000 2.50
American Research & Management Co. 1,814 2.76
MRP Capital Investments, LLC 1,000 3.00
Sargent Bickham Lagudis LLC 716 2.79
MBM Wealth Consultants, LLC 550
West Oak Capital, LLC 230 4.35
Elequin Capital Lp 227 4.41
Bray Capital Advisors 190
Paladin Advisory Group, LLC 123
Accel Wealth Management 100
FourThought Financial, LLC 95
Piershale Financial Group, Inc. 83
Carolina Wealth Advisors, LLC 63
Financial Connections Group, Inc. 37
Baystate Wealth Management LLC 33
Riggs Asset Managment Co. Inc. 5
MISAX - Victory Trivalent International Small-Cap Fund Class A 2
Wipfli Financial Advisors Llc, 1
Adirondack Trust Co
Asset Management Corp /il/ /adv
Absolute Capital Management, LLC
Sterling Investment Advisors, Ltd.
Clearview Wealth Advisors LLC
Patriot Financial Group Insurance Agency, LLC
Charter Oak Capital Management, LLC
Meeder Asset Management Inc
City State Bank
ARGI Investment Services, LLC
Global Wealth Strategies & Associates
Vectors Research Management, LLC
Venture Visionary Partners LLC
Surevest, LLC
Beacon Capital Management, Inc.
Trexquant Investment LP
Lazard Asset Management Llc
Guardian Wealth Advisors, LLC
Mach-1 Financial Group, Inc.
ACG Wealth
Performa Ltd (US), LLC
Global Wealth Management Investment Advisory, Inc.
Gleason Group, Inc.
Ovata Capital Management Ltd
Macquarie Group Ltd
Evoke Wealth, Llc
TCAAX - Thrivent Moderately Conservative Allocation Fund Class A
Joseph P. Lucia & Associates, LLC
Fairfield, Bush & Co.
Blue Bell Private Wealth Management, Llc
Envestnet Asset Management Inc
Veritable, L.P.
Ronald Blue Trust, Inc.
WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
United Capital Financial Advisers, Llc
Merlin Capital LLC
West Branch Capital LLC
Thrivent Financial For Lutherans
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
Alpine Global Management, LLC
Atlantic Union Bankshares Corp
Geneos Wealth Management Inc.
EWG Elevate Inc.
Two Sigma Investments, Lp
Axiom Investment Management LLC
Thoroughbred Financial Services, Llc
FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value
Two Sigma Securities, Llc
Susquehanna Fundamental Investments, Llc
Atom Investors LP
Fmr Llc
Hsbc Holdings Plc
Engineers Gate Manager LP
Bourgeon Capital Management Llc
Romano Brothers And Company
Professional Financial Advisors, LLC
Biltmore Wealth Management, LLC
Evermay Wealth Management Llc
Truist Financial Corp
Monaco Asset Management SAM
Savior LLC
U.S. Capital Wealth Advisors, LLC
My Personal CFO, LLC
Money Concepts Capital Corp
J. Goldman & Co LP
Headlands Technologies LLC
XR Securities LLC
Altium Capital Management LP
Ferguson Shapiro LLC
Draper Asset Management, LLC
PDT Partners, LLC
WFIVX - Wilshire 5000 Index Fund Investment Class
Cetera Advisor Networks LLC
MTM Investment Management, LLC
Regal Investment Advisors LLC
Krilogy Financial LLC
Laffer Investments
Fiduciary Alliance LLC
Baader Bank INC
Cornerstone Wealth Management, LLC
Quinn Opportunity Partners LLC
Credit Agricole S A
Caption Management, LLC
Franklin Resources Inc
J. Goldman & Co LP
Gables Capital Management Inc.
Hudock, Inc.
Aua Capital Management, Llc
ExodusPoint Capital Management, LP
Wagner Wealth Management, Llc
Wolverine Asset Management Llc
Corrado Advisors, Llc
Wolverine Asset Management Llc
Twinbeech Capital Lp
High Net Worth Advisory Group LLC
GFG Capital, LLC
Coppell Advisory Solutions Corp.
Accurate Wealth Management, LLC
WEED - Roundhill Cannabis ETF
Peconic Partners Llc
Exchange Traded Concepts, Llc
Howe & Rusling Inc
Marathon Partners Equity Management, LLC
HAP Trading, LLC
Jefferies Financial Group Inc.
Crewe Advisors LLC
Freedom Wealth Alliance, Llc
Zullo Investment Group, Inc.
Millennium Management Llc
True North Advisors, LLC
Balyasny Asset Management Llc
QCM Cayman, Ltd.
Signet Financial Management, Llc
Wolverine Asset Management Llc
Boston Private Wealth Llc
Marshall Wace, Llp
Minichmacgregor Wealth Management, Llc
Coppell Advisory Solutions LLC
Bluefin Capital Management, Llc
HAP Trading, LLC
Level Financial Advisors, Inc.
Optiver Holding B.V.
Name Current Shares Current PPS Previous Shares Previous PPS
POTX - Global X Cannabis ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,271,362 1.67 2,658,972 2.83
Bank Of Montreal /can/ 2,172,765 1.58 1,804,962 2.71
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,121,283 1.67 1,864,434 2.83
CNBS - Amplify Seymour Cannabis ETF 1,185,306 2.35 963,974 3.24
Hall Private Wealth Advisors 802,262 1.56 501,896 2.53
IMC-Chicago, LLC 477,900 1.56 918,400 2.53
FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 370,726 1.67 370,726 2.83
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 342,041 2.35 282,182 3.24
FHLC - Fidelity MSCI Health Care Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 328,252 2.35 287,469 3.24
THCX - AXS Cannabis ETF 321,353 1.67 361,757 2.83
VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 321,184 2.35 285,955 3.24
National Bank Of Canada /fi/ 318,439 1.56 1,246,544 2.54
Evanson Asset Management, LLC 262,981 1.56 262,798 2.53
ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 252,222 1.67 203,428 2.83
Vontobel Holding Ltd. 229,662 1.56 258,327 2.53
TOKE - Cambria Cannabis ETF 160,596 2.35 160,596 3.24
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 157,549 1.67 157,033 2.83
Northstar Asset Management Inc 149,886 1.56 149,886 2.53
ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 147,572 2.35 141,949 3.24
Raymond James Financial Services Advisors, Inc. 144,500 1.56 146,690 2.53
Name Current Shares Current PPS Previous Shares Previous PPS
Greenwich Wealth Management LLC 355,475 0.00 356,075 0.00
Seacrest Wealth Management, Llc 10,683 1.59 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of Montreal /can/ 367,803 2,172,765 1.58 1,804,962 2.71 20.38
Hall Private Wealth Advisors 300,366 802,262 1.56 501,896 2.53 59.85
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 256,849 2,121,283 1.67 1,864,434 2.83 13.78
CNBS - Amplify Seymour Cannabis ETF 221,332 1,185,306 2.35 963,974 3.24 22.96
Barclays Plc 128,336 144,322 15,986 802.80
Virtu Financial LLC 62,407 62,407 0 0.00
BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 59,859 342,041 2.35 282,182 3.24 21.21
ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,794 252,222 1.67 203,428 2.83 23.99
Stratos Wealth Partners, LTD. 48,611 99,855 1.56 51,244 2.54 94.86
Independent Advisor Alliance 42,513 59,025 1.56 16,512 2.54 257.47
FHLC - Fidelity MSCI Health Care Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,783 328,252 2.35 287,469 3.24 14.19
Scotia Capital Inc. 38,118 67,942 1.55 29,824 2.51 127.81
VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,229 321,184 2.35 285,955 3.24 12.32
AdvisorNet Financial, Inc 25,674 52,714 1.56 27,040 2.51 94.95
BAD - B.A.D. ETF 25,596 91,673 1.67 66,077 2.83 38.74
Creative Planning 21,304 108,405 1.56 87,101 2.53 24.46
Mcdonald Partners Llc 16,390 43,390 1.57 27,000 2.52 60.70
Atria Wealth Solutions, Inc. 15,947 27,903 1.58 11,956 2.68 133.38
BKSE - BNY Mellon US Small Cap Core Equity ETF 14,134 22,707 2.33 8,573 3.27 164.87
McAdam, LLC 13,000 26,041 1.57 13,041 2.53 99.69
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
National Bank Of Canada /fi/ 928,105 318,439 1.56 1,246,544 2.54 -74.45
Bank of New York Mellon Corp 475,313 19,036 1.58 494,349 2.53 -96.15
POTX - Global X Cannabis ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 387,610 2,271,362 1.67 2,658,972 2.83 -14.58
SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 218,139 64,696 2.53 282,835 2.54 -77.13
THCX - AXS Cannabis ETF 40,404 321,353 1.67 361,757 2.83 -11.17
Raymond James & Associates 38,618 77,122 1.56 115,740 2.53 -33.37
Vontobel Holding Ltd. 28,665 229,662 1.56 258,327 2.53 -11.10
SG Americas Securities, LLC 28,484 71,180 99,664 -28.58
Teacher Retirement System Of Texas 21,291 46,711 68,002 -31.31
Cambridge Investment Research Advisors, Inc. 15,926 117,048 132,974 -11.98
TL Private Wealth 15,495 10,000 1.70 25,495 2.55 -60.78
Arkadios Wealth Advisors 8,789 57,637 1.56 66,426 2.53 -13.23
Traynor Capital Management, Inc. 8,673 34,347 1.57 43,020 2.53 -20.16
National Asset Management, Inc. 6,073 23,953 1.54 30,026 2.53 -20.23
SkyOak Wealth, LLC 6,000 19,867 1.56 25,867 2.51 -23.20
AE Wealth Management LLC 3,114 25,947 1.54 29,061 2.55 -10.72
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,672 119,679 2.35 122,351 3.24 -2.18
Raymond James Financial Services Advisors, Inc. 2,190 144,500 1.56 146,690 2.53 -1.49
Benedetti & Gucer, Inc. 1,755 13,231 14,986 -11.71
Victory Capital Management Inc 1,559 66,716 1.56 68,275 2.53 -2.28
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Marathon Partners Equity Management, LLC 0
Caption Management, LLC 0
Wolverine Asset Management Llc 0
Draper Asset Management, LLC 0
J. Goldman & Co LP 0
XR Securities LLC 0
Altium Capital Management LP 0
Signet Financial Management, Llc 0
HAP Trading, LLC 0
Bluefin Capital Management, Llc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 700 9,500 8,800 7.95
Private Wealth Advisors, LLC 86,200 97,300 11,100 776.58
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
IMC-Chicago, LLC 440,500 477,900 918,400 -47.96
Name

Past Week Analysis

Name Shares PPS
Bank Of Nova Scotia 45,899 1.55
Mutual Advisors, LLC 11,611 1.55
Name Shares PPS
Van Hulzen Asset Management, LLC 78,349
Gratus Capital LLC 79,507 2.53
Icon Wealth Partners, LLC 11,400 2.54
Baystate Wealth Management LLC 33
Psagot Value Holdings Ltd. / (Israel) 21,000
State of New Jersey Common Pension Fund D 817,429 2.53
Name Current Shares Current PPS Previous Shares Previous PPS
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,121,283 1.67 1,864,434 2.83
Bank Of Montreal /can/ 427,700 1.58 1,804,962 2.71
Northstar Asset Management Inc 149,886 1.56 149,886 2.53
Scotia Capital Inc. 67,942 1.55 29,824 2.51
Emfo, Llc 57,030 1.56 57,030 2.52
Mackenzie Financial Corp 35,459 1.55 35,759 2.54
Atria Wealth Solutions, Inc. 27,903 1.58 11,956 2.68
PFG Investments, LLC 26,291 1.56 26,288 2.55
McAdam, LLC 26,041 1.57 13,041 2.53
Bank of New York Mellon Corp 19,036 1.58 494,349 2.53
Estate Counselors, LLC 17,000 1.59 17,000 2.53
Moser Wealth Advisors, LLC 8,381 1.55 8,381 2.74
Bogart Wealth, LLC 2,214 1.36 2,217 2.71
Lindbrook Capital, Llc 1,203 1.66 1,200 2.50
WealthPLAN Partners, LLC 233 233 4.29
North Star Investment Management Corp. 62 1,462 2.74
Name Current Shares Current PPS Previous Shares Previous PPS
Greenwich Wealth Management LLC 355,475 0.00 356,075 0.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 256,849 2,121,283 1.67 1,864,434 2.83 13.78
Barclays Plc 128,336 144,322 15,986 802.80
Scotia Capital Inc. 38,118 67,942 1.55 29,824 2.51 127.81
Atria Wealth Solutions, Inc. 15,947 27,903 1.58 11,956 2.68 133.38
McAdam, LLC 13,000 26,041 1.57 13,041 2.53 99.69
Lindbrook Capital, Llc 3 1,203 1.66 1,200 2.50 0.25
PFG Investments, LLC 3 26,291 1.56 26,288 2.55 0.01
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank of New York Mellon Corp 475,313 19,036 1.58 494,349 2.53 -96.15
North Star Investment Management Corp. 1,400 62 1,462 2.74 -95.76
Greenwich Wealth Management LLC 600 355,475 0.00 356,075 0.00 -0.17
Mackenzie Financial Corp 300 35,459 1.55 35,759 2.54 -0.84
Cwm, Llc 59 2,070 2,129 -2.77
Bogart Wealth, LLC 3 2,214 1.36 2,217 2.71 -0.14
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
Bank Of Montreal /can/ 1,377,262 427,700 1,804,962 -76.30
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name