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	1,127	180.00	47.02	60.98
Previous Quarter	1,190	225.00	47.04	61.78

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	19	246	206	3	95	75
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	2	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	4	47	1	19	21
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	22,180,056	18.82	23.53	22,750,559	19.31	47.33
Previous Quarter	11,497,897	9.76	47.37	22,747,022	19.30	47.35

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	11,761,516
Vanguard Group Inc	11,623,797	47.02
BlackRock Inc.	11,087,009
BlackRock Inc.	11,007,832	47.02
TOLL ROBERT I	7,933,734
ABALX - AMERICAN BALANCED FUND Class A	7,905,740	72.39
Greenhaven Associates Inc	5,212,203	47.02
FMR LLC	4,748,968
Massachusetts Financial Services Co /ma/	4,512,469	47.02
State Street Corp	4,070,929	47.02
Dimensional Fund Advisors Lp	3,773,505	47.02
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,256,078	47.02
IJH - iShares Core S&P Mid-Cap ETF	3,188,812	47.02
MVCAX - MFS Mid Cap Value Fund A	2,979,832	47.02
Bank of New York Mellon Corp	2,928,705	47.02
Jpmorgan Chase & Co	2,912,991	47.02
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,846,121	47.02
Capital World Investors	2,679,956
Fmr Llc	2,160,869	47.02
Capital International Investors	2,112,662	47.02

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	11,623,797	47.02
BlackRock Inc.	11,007,832	47.02
ABALX - AMERICAN BALANCED FUND Class A	7,905,740	72.39
Greenhaven Associates Inc	5,212,203	47.02
Massachusetts Financial Services Co /ma/	4,512,469	47.02
State Street Corp	4,070,929	47.02
Dimensional Fund Advisors Lp	3,773,505	47.02
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	3,256,078	47.02
IJH - iShares Core S&P Mid-Cap ETF	3,188,812	47.02
MVCAX - MFS Mid Cap Value Fund A	2,979,832	47.02
Bank of New York Mellon Corp	2,928,705	47.02
Jpmorgan Chase & Co	2,912,991	47.02
NAESX - Vanguard Small-Cap Index Fund Investor Shares	2,846,121	47.02
Fmr Llc	2,160,869	47.02
Capital International Investors	2,112,662	47.02
Capital World Investors	1,950,656	47.02
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A	1,923,230	47.02
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares	1,863,934	47.02
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1	1,798,862	72.39
Goldman Sachs Group Inc	1,697,715	47.02

Recent Quarter Analysis

Recent Quarter 19 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	11,761,516
TOLL ROBERT I	7,933,734
FMR LLC	4,748,968
Artemis Investment Management LLP	170,315	44.71
MAI Capital Management	110,835	44.60
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A	42,110	46.38
FTLS - First Trust Long/Short Equity ETF	36,982	46.37
WTOCX - Westwood Total Return Fund C Class Shares	19,000	46.37
JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF	11,822	46.35
Cullinan Associates Inc	9,700	44.64
Burney Co/	8,480	47.05
FLKSX - Fidelity Low-Priced Stock K6 Fund	7,400	46.35
IWIN - Amplify Inflation Fighter ETF	6,091	46.30
Dimensional ETF Trust - Dimensional US Small Cap Value ETF	3,588	46.27
FLRG - Fidelity U.S. Multifactor ETF	2,183	46.27
WEIZX - Weiss Alternative Balanced Risk Fund Investor Class	1,076	46.47
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A	393	50.89
ACG Wealth	375	45.33
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K	189	47.62

Recent Quarter 246 Institutes closed out their positions

Name	Shares	PPS
Goldman Sachs Group Inc	1,697,715	47.02
Goldman Sachs Group Inc	1,697,715	47.02
Bank Of America Corp /de/	925,042	47.02
Twin Tree Management, LP	586,600	47.02
FBGRX - Fidelity Blue Chip Growth Fund	540,773	60.17
Two Sigma Investments, Lp	421,299	47.02
IJK - iShares S&P Mid-Cap 400 Growth ETF	378,183	55.29
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares	314,772	55.29
PKW - Invesco BuyBack Achievers ETF	285,576	60.17
HLQVX - JPMorgan Large Cap Value Fund Class I	248,100	55.29
LGVAX - ClearBridge Value Trust Class A	200,000	60.17
Meritage Portfolio Management	185,289	47.02
UBS Group AG	182,267	47.02
Group One Trading, L.p.	172,100	47.02
Capital Fund Management S.a.	171,089	47.02
Credit Suisse Ag/	147,072	47.01
Credit Suisse Ag/	147,072	47.01
Raymond James & Associates	142,530	47.02
Dixon Hubard Feinour & Brown Inc/va	80,008	47.02
MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF	79,673	55.29
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I	78,902	55.28
WHGIX - Westwood Income Opportunity Fund Institutional Class Shares	75,020	60.17
FBCGX - Fidelity Blue Chip Growth K6 Fund	64,660	60.18
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA	60,200	55.28
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)	43,154	55.29
FSBDX - Fidelity Series Blue Chip Growth Fund	42,200	60.17
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio	41,841	55.28
XMVM - Invesco S&P MidCap Value with Momentum ETF	38,660	60.17
IUSG - iShares Core S&P U.S. Growth ETF	29,798	55.31
BlackRock Capital Allocation Trust	27,338	55.31
Polianta Ltd	20,100	47.01
WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A	17,810	55.31
NorthCoast Asset Management LLC	16,260	55.29
Aaron Wealth Advisors LLC	13,400	21.27
PTMC - Pacer Trendpilot US Mid Cap ETF	12,320	60.15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class	9,880	55.26
Burney Co/	8,480	47.05
Tudor Investment Corp Et Al	8,100	46.91
HighTower Advisors, LLC	7,611	46.64
Cooper Financial Group	7,012	47.06
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5	6,806	55.25
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A	6,703	55.35
Cambridge Investment Research Advisors, Inc.	6,648	47.08
World Asset Management Inc	5,694	55.32
QWVPX - Clearwater Core Equity Fund	5,566	55.34
Oak Asset Management, LLC	5,500	47.09
Sawtooth Solutions, LLC	5,245	47.09
HBW Advisory Services LLC	4,858	46.93
FLKSX - Fidelity Low-Priced Stock K6 Fund	4,792	59.06
Harel Insurance Investments & Financial Services Ltd.	3,859	46.90
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	3,700	55.41
Berman Capital Advisors, LLC	3,468	55.07
IFP Advisors, Inc	2,978	73.20
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A	2,943	55.39
MML Series Investment Fund II - MML Equity Rotation Fund Class II	2,687	55.45
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial	2,459	55.31
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B	2,128	55.45
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio	2,105	55.11
EOPS - Emles Alpha Opportunities ETF	2,079	55.32
SECUX - Guggenheim StylePlus - Mid Growth Fund A-Class	1,673	54.99
FLCLX - Fidelity Flex Large Cap Growth Fund	1,508	60.34
Bbva Usa	1,152	55.56
Koshinski Asset Management, Inc.	1,010	46.53
Profunds - Profund Vp Mid-cap Growth	970	55.67
Washington Trust Advisors, Inc.	800	47.50
First Mercantile Trust Co	692	54.91
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class	643	55.99
Herold Advisors, Inc.	600	47020.00
Sonora Investment Management, LLC	300	56.67
MGPIX - Mid-cap Growth Profund Investor Class	209	62.20
Money Concepts Capital Corp	199	45.23
Tyler-Stone Wealth Management	100	50.00
Harbor Investment Advisory, Llc	75	53.33
CVA Family Office, LLC	65	46.15
Financial Management Professionals, Inc.	37	54.05
Dynamic Technology Lab Private Ltd
Twinbeech Capital Lp
Advisor Resource Council
MUEAX - MFS Blended Research Core Equity Fund A
Great Lakes Advisors, Llc
CenterStar Asset Management, LLC
Sciencast Management LP
Hanlon Investment Management, Inc.
Enterprise Financial Services Corp
U S Global Investors Inc
Cetera Investment Advisers
Bourgeon Capital Management Llc
Cypress Point Wealth Management, LLC
Quantbot Technologies LP
Cigna Investments Inc /new
QCGRRX - Growth Account Class R1
Capital CS Group, LLC
Assetmark, Inc
Wealth Enhancement Advisory Services, Llc
Public Sector Pension Investment Board
Hc Financial Advisors Inc
Vigilant Capital Management, LLC
AE Wealth Management LLC
Coldstream Capital Management Inc
Meristem Family Wealth, LLC
Oak Thistle LLC
Meridian Wealth Partners, LLC
Meitav Dash Investments Ltd
PointState Capital LP
Exane Derivatives
Ergoteles LLC
Prelude Capital Management, Llc
Iridian Asset Management Llc/ct
ARS Wealth Advisors Group, LLC
Gerber Kawasaki Wealth & Investment Management
Hussman Strategic Advisors, Inc.
AIA Group Ltd
L & S Advisors Inc
Evoke Wealth, Llc
Stonnington Group, Llc
Capital Growth Management Lp
CoreCap Advisors, LLC
Astrantus Ltd
Polar Asset Management Partners Inc.
Geneva Partners, LLC
HSGFX - Hussman Strategic Growth Fund
James Investment Research Inc
Centre Asset Management, LLC
Integrated Advisors Network LLC
Eagle Bay Advisors LLC
Commerce Bank
CHURCHILL MANAGEMENT Corp
Oppenheimer & Co Inc
GFSYX - Strategic Alternatives Fund Institutional
Arrowstreet Capital, Limited Partnership
Cerity Partners LLC
Evermay Wealth Management Llc
Sheets Smith Investment Management
Scotia Capital Inc.
Vestmark Advisory Solutions, Inc.
Pinnacle Holdings, LLC
Samalin Investment Counsel, LLC
Ellevest, Inc.
Caxton Associates Lp
Glenmede Trust Co Na
Aigen Investment Management, Lp
Snowden Capital Advisors LLC
Gamco Investors, Inc. Et Al
Symmetry Partners, LLC
Arden Trust Co
Modera Wealth Management, LLC
Quinn Opportunity Partners LLC
EAM Investors, LLC
Virtu Financial LLC
Magnetar Financial LLC
APG Asset Management N.V.
Shikiar Asset Management Inc
Bank Of Nova Scotia
Sheets Smith Wealth Management
CHICAGO TRUST Co NA
GWM Advisors LLC
Fulcrum Asset Management LLP
Occudo Quantitative Strategies Lp
Essex Financial Services, Inc.
Jupiter Asset Management Ltd
Diker Management Llc
Moody Aldrich Partners Llc
Deseret Mutual Benefit Administrators
Forum Financial Management, LP
Empowered Funds, LLC
Marshall Wace, Llp
Mitchell Mcleod Pugh & Williams Inc
Bluefin Capital Management, Llc
Brookstone Capital Management
Altshuler Shaham Ltd
Plante Moran Financial Advisors, LLC
Dorsey Wright & Associates
Capitolis Advisors LLC
Manteio Capital LLC
Jmac Enterprises Llc
Alyeska Investment Group, L.P.
Toth Financial Advisory Corp
Retirement Planning Co of New England, Inc.
AGF Investments LLC
Pluribus Labs, LLC
Redwood Investment Management, Llc
Hudson Bay Capital Management LP
FJ Capital Management LLC
Harvest Investment Services, LLC
Jacobi Capital Management LLC
HAP Trading, LLC
Winton Capital Group Ltd
People's United Financial, Inc.
Golden State Wealth Management, LLC
HAP Trading, LLC
Gotham Asset Management, LLC
Qube Research & Technologies Ltd
Quantedge Capital Pte Ltd
Capula Management Ltd
Scopus Asset Management, L.p.
Edge Wealth Management LLC
Metropolitan Life Insurance Co/ny
Bridgefront Capital, LLC
Jefferies Group LLC
Roosevelt Investment Group Llc
Scopus Asset Management, L.p.
Nomura Holdings Inc
XTX Topco Ltd
Benjamin Edwards Inc
Trexquant Investment LP
New England Research & Management, Inc.
Independent Advisor Alliance
Loomis Sayles & Co L P
Bank Hapoalim Bm
Nomura Holdings Inc
Two Sigma Securities, Llc
Pitcairn Co
Veriti Management LLC
Navellier & Associates Inc
Norges Bank
Natixis Advisors, L.p.
Creative Planning
Cowen And Company, Llc
Spouting Rock Asset Management, LLC
Signet Financial Management, Llc
Hrt Financial Lp
Delta Asset Management Llc/tn
CIBC Private Wealth Group, LLC
Echo Street Capital Management LLC
Cowen And Company, Llc
Creative Financial Designs Inc /adv
Dark Forest Capital Management Lp
Moors & Cabot, Inc.
Morningstar Funds Trust - Morningstar Alternatives Fund
PEAK6 Investments LLC
Weaver C. Barksdale & Associates, Inc.
Algert Global Llc
Confluence Wealth Services, Inc.
First Republic Investment Management, Inc.
Investors Research Corp
PEAK6 Investments LLC
Kowal Investment Group, LLC
Pearl River Capital, LLC
Argent Trust Co
Vestcor Inc
Arkadios Wealth Advisors
Driehaus Capital Management Llc
Proequities, Inc.
Scopus Asset Management, L.p.
Nvwm, Llc
Clear Street Markets Llc

Recent Quarter 206 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BlackRock Inc.	11,087,009		11,007,832	47.02
Capital World Investors	2,679,956		1,950,656	47.02
DFFVX - U.S. Targeted Value Portfolio - Institutional Class	1,120,873	46.37	1,120,873	58.97
SHAPX - ClearBridge Appreciation Fund Class A	981,003	46.37	987,936	58.97
NDVAX - MFS New Discovery Value Fund A	668,682	50.47	573,542	54.26
Bank Julius Baer & Co. Ltd, Zurich	587,869	44.60	592,225	47.02
DFAT - Dimensional U.S. Targeted Value ETF	560,141	46.37	627,222	58.97
INDZX - Columbia Large Cap Value Fund Class A	547,100	50.47	466,300	54.26
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	415,512	46.37	183,208	58.97
COWZ - Pacer US Cash Cows 100 ETF	403,182	46.37	160,596	58.97
PMPRX - MidCap Value Fund I R-3	321,708	46.37	97,203	58.97
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class	283,295	46.37	283,295	58.97
SCHM - Schwab U.S. Mid-Cap ETF	273,087	50.47	273,198	54.26
FSMDX - Fidelity Mid Cap Index Fund	267,619	46.37	251,009	58.97
Thompson Siegel & Walmsley Llc	255,152	44.60	232,802	47.02
VEXPX - VANGUARD EXPLORER FUND Investor Shares	247,074	46.37	69,361	58.97
Capital Management Corp /va	221,965	44.60	232,256	47.02
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class	193,184	46.37	193,184	58.97
FXD - First Trust Consumer Discretionary AlphaDEX Fund	185,539	46.37	349,986	58.97
WWICX - Westwood Income Opportunity Fund C Class Shares	182,577	46.37	76,796	58.97

Recent Quarter 3 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Louisiana State Employees Retirement System	29,000	48.66	29,400	47.41
Paragon Capital Management Ltd	4,520	44.69	0
AdvisorNet Financial, Inc	15	66.67	0

Recent Quarter 95 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Capital World Investors	729,300	2,679,956		1,950,656	47.02	37.39
COWZ - Pacer US Cash Cows 100 ETF	242,586	403,182	46.37	160,596	58.97	151.05
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class	232,304	415,512	46.37	183,208	58.97	126.80
PMPRX - MidCap Value Fund I R-3	224,505	321,708	46.37	97,203	58.97	230.97
VEXPX - VANGUARD EXPLORER FUND Investor Shares	177,713	247,074	46.37	69,361	58.97	256.21
WWICX - Westwood Income Opportunity Fund C Class Shares	105,781	182,577	46.37	76,796	58.97	137.74
NDVAX - MFS New Discovery Value Fund A	95,140	668,682	50.47	573,542	54.26	16.59
INDZX - Columbia Large Cap Value Fund Class A	80,800	547,100	50.47	466,300	54.26	17.33
BlackRock Inc.	79,177	11,087,009		11,007,832	47.02	0.72
PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A	64,200	75,000	46.37	10,800	60.19	594.44
SYLD - Cambria Shareholder Yield ETF	31,265	142,805	46.37	111,540	58.97	28.03
FNX - First Trust Mid Cap Core AlphaDEX Fund	26,981	81,372	46.37	54,391	58.96	49.61
FLPSX - Fidelity Low-Priced Stock Fund	26,532	79,200	46.38	52,668	58.97	50.38
FESRX - First Eagle Small Cap Opportunity Fund Class R6	24,592	39,746	46.37	15,154	58.99	162.28
Thompson Siegel & Walmsley Llc	22,350	255,152	44.60	232,802	47.02	9.60
FNK - First Trust Mid Cap Value AlphaDEX Fund	21,551	39,763	46.37	18,212	58.97	118.33
DFAS - Dimensional U.S. Small Cap ETF	19,082	24,995	46.37	5,913	59.02	322.71
Capital Insight Partners, Llc	18,680	57,763	44.60	39,083	47.03	47.80
FSMDX - Fidelity Mid Cap Index Fund	16,610	267,619	46.37	251,009	58.97	6.62
LSVQX - LSV Small Cap Value Fund Institutional Class Shares	15,200	52,300	46.37	37,100	58.98	40.97

Recent Quarter 75 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wedge Capital Management L L P/nc	771,260	5,618	44.68	776,878	47.02	-99.28
FXD - First Trust Consumer Discretionary AlphaDEX Fund	164,447	185,539	46.37	349,986	58.97	-46.99
Dfa Investment Trust Co - The U.s. Large Cap Value Series	75,262	50,066	46.38	125,328	58.97	-60.05
DFAT - Dimensional U.S. Targeted Value ETF	67,081	560,141	46.37	627,222	58.97	-10.69
Tcw Group Inc	40,907	120,378	44.60	161,285	47.02	-25.36
PKB - Invesco Dynamic Building & Construction ETF	30,210	84,891	46.37	115,101	58.97	-26.25
NAIL - Direxion Daily Homebuilders & Supplies Bull 3X Shares	21,445	88,923	46.37	110,368	58.97	-19.43
Covington Capital Management	15,649	366	43.72	16,015	47.02	-97.71
LMUSX - QS U.S. Large Cap Equity Fund Class FI	12,925	6,175	50.53	19,100	54.24	-67.67
PGDIX - Global Diversified Income Fund Institutional Class	12,875	6,998	46.30	19,873	58.97	-64.79
USGRX - Growth & Income Fund Shares	10,865	34,407	46.36	45,272	58.98	-24.00
Capital Management Corp /va	10,291	221,965	44.60	232,256	47.02	-4.43
FSWCX - Fidelity SAI U.S. Value Index Fund	9,905	58,642	46.37	68,547	58.97	-14.45
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund	7,646	11,801	46.35	19,447	58.98	-39.32
Global Trust Asset Management, LLC	7,205	5,117	44.56	12,322	46.99	-58.47
Spirit Of America Management Corp/ny	7,150	3,600	44.72	10,750	46.98	-66.51
SHAPX - ClearBridge Appreciation Fund Class A	6,933	981,003	46.37	987,936	58.97	-0.70
SCHX - Schwab U.S. Large-Cap ETF	6,215	88,060	50.47	94,275	54.26	-6.59
New Mexico Educational Retirement Board	5,900	17,300	44.62	23,200	47.03	-25.43
Truist Financial Corp	5,447	13,632	44.60	19,079	47.02	-28.55

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 2 Previous Institutes closed Put Positions

Name	Previous Puts
HAP Trading, LLC	0
Cowen And Company, Llc	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Proequities, Inc.	0
Two Sigma Securities, 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 2 New Institutes added position

Name	Shares	PPS
Artemis Investment Management LLP	170,315	44.71
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A	393	50.89

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Meritage Portfolio Management	185,289	47.02
Washington Trust Advisors, Inc.	800	47.50
Dixon Hubard Feinour & Brown Inc/va	80,008	47.02
Aaron Wealth Advisors LLC	13,400	21.27

Past Week 47 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
NDVAX - MFS New Discovery Value Fund A	668,682	50.47	573,542	54.26
Bank Julius Baer & Co. Ltd, Zurich	587,869	44.60	592,225	47.02
INDZX - Columbia Large Cap Value Fund Class A	547,100	50.47	466,300	54.26
SCHM - Schwab U.S. Mid-Cap ETF	273,087	50.47	273,198	54.26
Thompson Siegel & Walmsley Llc	255,152	44.60	232,802	47.02
Capital Management Corp /va	221,965	44.60	232,256	47.02
NTIAX - Columbia Mid Cap Index Fund Class A	144,655	50.47	146,753	54.26
Tower Bridge Advisors	133,393	44.60	138,731	47.02
GAM Holding AG	106,790	44.60	100,988	47.02
SCHX - Schwab U.S. Large-Cap ETF	88,060	50.47	94,275	54.26
FNDX - Schwab Fundamental U.S. Large Company Index ETF	65,095	50.46	54,593	54.26
Capital Insight Partners, Llc	57,763	44.60	39,083	47.03
SCHB - Schwab U.S. Broad Market ETF	56,546	50.47	57,527	54.25
SCHV - Schwab U.S. Large-Cap Value ETF	52,809	50.46	52,582	54.26
RWK - Invesco S&P MidCap 400 Revenue ETF	39,533	50.46	26,905	54.27
Oregon Public Employees Retirement Fund	32,398	44.60	36,698	47.03
Strs Ohio	28,390	44.59	23,325	46.99
Clear Harbor Asset Management, LLC	26,625	44.58	28,625	47.02
Altium Wealth Management LLC	22,508	44.61	21,255	47.00
PRDAX - Diversified Real Asset Fund Class A	21,418	50.47	18,618	54.25
New Mexico Educational Retirement Board	17,300	44.62	23,200	47.03
Sumitomo Life Insurance Co	16,402	44.63	16,168	47.01
Providence First Trust Co	15,198	44.61	15,198	47.05
Byrne Asset Management LLC	14,677	44.76	14,192	47.00
Truist Financial Corp	13,632	44.60	19,079	47.02
IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I	11,100	50.45	11,100	54.23
VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W	10,844	50.44	8,857	54.31
Pacifica Partners Inc.	8,175	45.38	8,175	54.80
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF	7,491	50.46	2,279	54.41
SCHK - Schwab 1000 Index ETF	6,219	50.49	6,098	54.28
SPMIX - S&P MidCap Index Fund Direct Shares	6,211	50.39	6,211	54.26
LMUSX - QS U.S. Large Cap Equity Fund Class FI	6,175	50.53	19,100	54.24
Omnia Family Wealth, LLC	5,963	44.61	5,963	46.96
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	2,476	50.48	2,168	54.43
DSHFX - Destinations Shelter Fund Class I	2,102	50.43	2,102	54.23
CZMVX - Multi-Manager Value Strategies Fund Institutional Class	1,937	50.59	1,937	54.21
Allspring Global Investments Holdings, LLC	1,813	44.13	2,490	46.99
IUS - Invesco RAFI(TM) Strategic US ETF	1,216	50.16	1,928	54.46
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	945	50.79	854	53.86
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. Class A	690	50.72	690	53.62
Exchange Traded Concepts, Llc	451	44.35	787	47.01
Sandy Spring Bank	300	43.33	400	47.50
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	272	51.47	302	52.98
Umb Bank N A/mo	185	43.24	693	46.18
Spire Wealth Management	166	42.17	447	46.98
Geneos Wealth Management Inc.	100	40.00	107	46.73
Coastal Capital Group, Inc.	23	43.48	15	66.67

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Louisiana State Employees Retirement System	29,000	48.66	29,400	47.41

Past Week 19 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
NDVAX - MFS New Discovery Value Fund A	95,140	668,682	50.47	573,542	54.26	16.59
INDZX - Columbia Large Cap Value Fund Class A	80,800	547,100	50.47	466,300	54.26	17.33
Thompson Siegel & Walmsley Llc	22,350	255,152	44.60	232,802	47.02	9.60
Capital Insight Partners, Llc	18,680	57,763	44.60	39,083	47.03	47.80
RWK - Invesco S&P MidCap 400 Revenue ETF	12,628	39,533	50.46	26,905	54.27	46.94
FNDX - Schwab Fundamental U.S. Large Company Index ETF	10,502	65,095	50.46	54,593	54.26	19.24
GAM Holding AG	5,802	106,790	44.60	100,988	47.02	5.75
SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF	5,212	7,491	50.46	2,279	54.41	228.70
Strs Ohio	5,065	28,390	44.59	23,325	46.99	21.71
PRDAX - Diversified Real Asset Fund Class A	2,800	21,418	50.47	18,618	54.25	15.04
VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W	1,987	10,844	50.44	8,857	54.31	22.43
Altium Wealth Management LLC	1,253	22,508	44.61	21,255	47.00	5.90
Byrne Asset Management LLC	485	14,677	44.76	14,192	47.00	3.42
FNDB - Schwab Fundamental U.S. Broad Market Index ETF	308	2,476	50.48	2,168	54.43	14.21
Sumitomo Life Insurance Co	234	16,402	44.63	16,168	47.01	1.45
SCHV - Schwab U.S. Large-Cap Value ETF	227	52,809	50.46	52,582	54.26	0.43
SCHK - Schwab 1000 Index ETF	121	6,219	50.49	6,098	54.28	1.98
PBSM - Invesco PureBeta MSCI USA Small Cap ETF	91	945	50.79	854	53.86	10.66
Coastal Capital Group, Inc.	8	23	43.48	15	66.67	53.33

Past Week 21 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
LMUSX - QS U.S. Large Cap Equity Fund Class FI	12,925	6,175	50.53	19,100	54.24	-67.67
Capital Management Corp /va	10,291	221,965	44.60	232,256	47.02	-4.43
SCHX - Schwab U.S. Large-Cap ETF	6,215	88,060	50.47	94,275	54.26	-6.59
New Mexico Educational Retirement Board	5,900	17,300	44.62	23,200	47.03	-25.43
Truist Financial Corp	5,447	13,632	44.60	19,079	47.02	-28.55
Tower Bridge Advisors	5,338	133,393	44.60	138,731	47.02	-3.85
Bank Julius Baer & Co. Ltd, Zurich	4,356	587,869	44.60	592,225	47.02	-0.74
Oregon Public Employees Retirement Fund	4,300	32,398	44.60	36,698	47.03	-11.72
NTIAX - Columbia Mid Cap Index Fund Class A	2,098	144,655	50.47	146,753	54.26	-1.43
Clear Harbor Asset Management, LLC	2,000	26,625	44.58	28,625	47.02	-6.99
SCHB - Schwab U.S. Broad Market ETF	981	56,546	50.47	57,527	54.25	-1.71
IUS - Invesco RAFI(TM) Strategic US ETF	712	1,216	50.16	1,928	54.46	-36.93
Allspring Global Investments Holdings, LLC	677	1,813	44.13	2,490	46.99	-27.19
Umb Bank N A/mo	508	185	43.24	693	46.18	-73.30
Louisiana State Employees Retirement System	400	29,000	48.66	29,400	47.41	-1.36
Exchange Traded Concepts, Llc	336	451	44.35	787	47.01	-42.69
Spire Wealth Management	281	166	42.17	447	46.98	-62.86
SCHM - Schwab U.S. Mid-Cap ETF	111	273,087	50.47	273,198	54.26	-0.04
Sandy Spring Bank	100	300	43.33	400	47.50	-25.00
USLB - Invesco Russell 1000 Low Beta Equal Weight ETF	30	272	51.47	302	52.98	-9.93
Geneos Wealth Management Inc.	7	100	40.00	107	46.73	-6.54

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