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 1,732 1240.00 176.11 630.14
Previous Quarter 1,814 1264.00 212.52 727.77

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 53 331 1380 42 694 530
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 2 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 2 0 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 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 457,920 0.00 0.00 1,104,984 0.00 0.00
Previous Quarter 465,982 0.00 0.00 1,076,291 0.00 0.00

Current Quarter Top 20 Holding Institutes

This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter

Name Shares PPS
Bank Of America Corp /de/ 22,942,491 176.11
Jones Financial Companies Lllp 9,504,077 182.25
Morgan Stanley 6,387,437 176.11
Bluestem Financial Advisors, Llc 5,710,947 0.19
Wells Fargo & Company/mn 4,433,213 176.11
UBS Group AG 3,432,375 176.11
LPL Financial LLC 3,308,038 176.11
Bank of New York Mellon Corp 3,269,389 176.11
Envestnet Asset Management Inc 2,666,657 176.11
Ameriprise Financial Inc 2,380,447 176.01
Creative Planning 2,018,604 176.11
Pnc Financial Services Group, Inc. 1,909,464 176.11
Goldman Sachs Group Inc 1,826,471 176.11
Royal Bank Of Canada 1,718,048 176.11
Charles Schwab Investment Advisory, Inc. 1,611,774 176.11
Northwestern Mutual Wealth Management Co 1,570,177 176.11
VEXPX - VANGUARD EXPLORER FUND Investor Shares 1,248,435 195.05
Wellington Management Group Llp 1,199,253 176.11
Wealthfront Advisers Llc 1,190,326 176.11
Orgel Wealth Management, LLC 1,151,976 176.11

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
Bank Of America Corp /de/ 26,982,283 212.52
Jones Financial Companies Lllp 10,966,363 213.48
Morgan Stanley 6,184,766 212.52
Wells Fargo & Company/mn 4,350,285 212.52
UBS Group AG 3,665,556 212.52
Bank of New York Mellon Corp 3,455,004 212.52
LPL Financial LLC 3,194,271 212.52
Envestnet Asset Management Inc 2,706,108 212.52
Ameriprise Financial Inc 2,505,974 212.49
Charles Schwab Investment Advisory, Inc. 2,411,987 212.52
Pnc Financial Services Group, Inc. 1,933,860 212.52
Goldman Sachs Group Inc 1,916,680 212.52
Royal Bank Of Canada 1,916,538 212.52
Creative Planning 1,851,762 212.52
VEXPX - VANGUARD EXPLORER FUND Investor Shares 1,373,109 208.21
Northwestern Mutual Wealth Management Co 1,366,074 212.52
Wealthfront Advisers Llc 1,121,423 212.52
Glenmede Trust Co Na 1,023,874 212.52
Advisor Group Holdings, Inc. 952,287 209.48
Citadel Advisors Llc 950,256 212.52

 

Recent Quarter Analysis

Name Shares PPS
VEXPX - VANGUARD EXPLORER FUND Investor Shares 1,248,435 195.05
Orgel Wealth Management, LLC 1,151,976 176.11
TDSD - Cabana Target Drawdown 13 ETF 71,313 195.06
Horizons Wealth Management 46,969 204.37
TruWealth Advisors, LLC 44,551 176.11
Drake & Associates, LLC 34,470 176.12
Minichmacgregor Wealth Management, Llc 24,288 176.10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 22,500 176.09
Willis Investment Counsel 22,382 176.12
Momentum Advisors, LLC 19,939 176.09
Youngs Advisory Group, Inc. 17,646 176.13
KerberRose Wealth Management, LLC 16,309 176.10
Walker Asset Management, LLC 15,376 193.09
CLSC - Cabana Target Leading Sector Conservative ETF 12,437 195.06
RSEE - Rareview Systematic Equity ETF 10,570 176.06
Sage Financial Group Inc 8,897 176.13
GFS Advisors, LLC 8,570 176.08
Azimuth Capital Investment Management LLC 7,929 176.06
Chimera Capital Management LLC 7,160 176.12
Lutz Financial Services LLC 5,472 176.17
Name Shares PPS
VEXPX - VANGUARD EXPLORER FUND Investor Shares 1,373,109 208.21
Citadel Advisors Llc 950,256 212.52
MD Financial Management Inc. 436,071 226.01
JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 219,625 219.65
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Balanced VP Service 179,361 218.67
JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 160,260 219.65
Emery Howard Portfolio Management, Inc. 148,845 226.01
Prio Wealth Limited Partnership 129,584 226.01
TRANSAMERICA SERIES TRUST - Transamerica Legg Mason Dynamic Allocation - Growth VP Service 118,759 218.67
Unified Trust Company, N.A. 116,825 218.67
JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 114,600 219.65
CFS Investment Advisory Services, LLC 93,509
Cabot-Wellington, LLC 72,822 218.67
Jenkins Wealth 62,456 208.07
Barings Llc 55,614 212.52
Homrich & Berg 54,273 218.67
Rockbridge Investment Management, LCC 52,808 226.01
Paradigm Financial Advisors, LLC 46,905 226.01
Wbi Investments, Inc. 42,231 211.91
Alexandria Capital, LLC 38,597 218.67
JRIPX - Multi-Index 2050 Preservation Portfolio Class R4 38,479 219.65
JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 37,093 219.64
HawsGoodwin Investment Management LLC 34,600 226.01
JRVPX - Multi-Index 2045 Preservation Portfolio Class R4 33,849 219.65
Mid Atlantic Financial Management Inc/adv 33,636 218.66
Hatton Consulting, Inc. 31,903 218.66
Ameritas Investment Corp 31,772 0.22
JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 31,744 219.66
JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 29,036 219.66
JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 28,607 219.67
WMKSX - WesMark Small Company Growth Fund 28,317 218.67
JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 26,275 219.64
Hochman Cole Investment Advisors, Inc. 23,884 218.68
RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I 23,616 229.51
Jane Street Group, Llc 23,500 212.51
Jane Street Group, Llc 23,500 212.51
JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 22,485 219.66
JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 21,696 219.67
JRIYX - Multi-Index 2055 Preservation Portfolio Class 1 21,404 219.63
GMOM - Cambria Global Momentum ETF 19,229 229.50
NEXT Financial Group, Inc 17,261 226.00
Managed Account Services Inc 17,153 218.68
Clear Perspective Advisors, LLC 15,472 226.02
C-J Advisory, Inc. 15,408 218.65
JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 14,758 219.68
JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 13,181 219.63
JCHOX - Multi-Index 2060 Preservation Portfolio Class 1 11,809 219.66
IFP Advisors, Inc 10,891 123.59
Transparent Wealth Partners LLC 10,885 212.49
Seven Post Investment Office LP 10,884 212.51
JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 9,916 219.65
Crescent Capital Consulting, LLC 9,459 225.82
Provida Pension Fund Administrator 8,764 215.54
PEAK6 Investments LLC 7,400 212.57
PEAK6 Investments LLC 7,400 212.57
Virtue Capital Management, LLC 7,104 212.56
Cannon Global Investment Management, LLC 6,690 212.56
Covenant Multifamily Offices, LLC 6,463 220.95
JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 6,343 219.61
Relative Value Partners Group, LLC 6,226 212.50
GeoWealth Management, LLC 6,118 212.49
Johanson Financial Advisors, Inc. 5,652 225.94
Asset Planning Services, Ltd. 5,378 226.11
Mosaic Family Wealth, LLC 5,369 225.93
BLUIX - BLUEPRINT GROWTH FUND Institutional Class 5,336 219.64
TRTY - Cambria Trinity ETF 5,115 229.52
Hilltop Holdings Inc. 4,929 212.62
Landmark Wealth Management, LLC 4,787 212.45
Cutler Group LP 4,700 1.70
Renaissance Technologies Llc 4,500 212.44
Resource Management, LLC 4,498 226.10
Systelligence, LLC 4,465 212.54
McMahon Financial Advisors, LLC 4,178 212.30
Rinet Co LLC 3,875 218.58
Biltmore Capital Advisors LLC 3,784 225.95
Carroll Financial Associates, Inc. 3,713 226.50
American Trust Investment Advisors, LLC 3,490 212.61
Strategic Wealth Partners, Ltd. 3,480 212.64
NorthCoast Asset Management LLC 3,445 218.58
Newport Wealth Strategies, Inc. 3,318 218.81
Corsair Capital Management, L.p. 3,280 175.91
Quest Capital Management Inc /adv 3,053 226.01
Harbor Financial Services, Llc 3,032 218.67
Qci Asset Management Inc/ny 2,648 218.66
JustInvest LLC 2,593 212.50
Avestar Capital, LLC 2,458 212.37
Trexquant Investment LP 2,353 212.49
One Wealth Advisors, LLC 2,327 212.72
BCS Wealth Management 2,185 212.36
Reilly Financial Advisors, Llc 2,166 225.76
Personal Wealth Partners 2,149 212.66
First Midwest Bank Trust Division 2,088 226.05
Latitude Advisors, LLC 2,022 212.66
Financial Architects, Inc 1,967 212.51
HighTower Trust Services, LTA 1,955 212.28
Hrt Financial Lp 1,928 212.14
Fisher Asset Management, LLC 1,874 212.38
Carl Stuart Investment Advisor, Inc 1,812 207.51
Asset Dedication, LLC 1,787 212.09
Coastline Trust Co 1,640 212.80
Almanack Investment Partners, LLC. 1,639 212.32
Tradewinds Capital Management, LLC 1,595 212.54
Patton Albertson Miller Group, Llc 1,577 212.43
Fortitude Advisory Group L.L.C. 1,573 212.33
Berman Capital Advisors, LLC 1,534 218.38
MorganRosel Wealth Management, LLC 1,500 212.67
Cowa, Llc 1,490 212.75
Personal Cfo Solutions, Llc 1,483 212.41
Bbva Usa 1,464 218.58
Brown Miller Wealth Management, LLC 1,440 212.50
Greenleaf Trust 1,425 212.63
Courage Miller Partners, LLC 1,348 212.17
Mirador Capital Partners LP 1,315 212.93
Motley Fool Wealth Management, LLC 1,280 212.50
Lake Hills Wealth Management, LLC 1,212 212.87
Sheaff Brock Investment Advisors, LLC 1,182 212.35
Grimes & Company, Inc. 1,182 212.35
Simplex Trading, Llc 1,175 226.38
Bar Harbor Trust Services 1,171 212.64
Fortress Wealth Management, Inc. 1,156 212.80
Beaumont Financial Partners, LLC 1,149 212.36
Signet Financial Management, Llc 1,135 212.33
GFG Capital, LLC 1,102 212.34
Congress Asset Management Co /ma 1,100 212.73
LVW Advisors, LLC 1,098 212.20
Northstar Advisory Group, LLC 1,093 212.26
Aletheian Wealth Advisors LLC 1,081 212.77
R. W. Roge & Company, Inc. 1,080 212.96
Parthenon Llc 1,079 212.23
Gerber Kawasaki Wealth & Investment Management 1,069 212.35
Ethic Inc. 1,061 212.06
Financial Strategies Group, Inc. 1,060 212.26
Warren Street Wealth Advisors, LLC 1,056 212.12
Stonnington Group, Llc 1,043 205.18
Matrix Asset Advisors Inc/ny 1,038 212.91
Ground Swell Capital, LLC 1,038 212.91
Heritage Investment Group, Inc. 1,033 212.97
Moseley Investment Management Inc 1,032 212.21
Wade G W & Inc 1,029 212.83
Foster Group, Inc. 1,026 212.48
Retirement Capital Strategies 1,022 205.48
Upper Left Wealth Management, LLC 1,006 214.71
Rothschild Investment Corp /il 1,000 213.00
Shulman DeMeo Asset Management LLC 1,000 213.00
WealthTrust Asset Management, LLC 999 212.21
Dixon Hubard Feinour & Brown Inc/va 995 212.06
Synergy Financial Management, LLC 993 212.49
Coury Firm Asset Management LLC 988 212.55
Dravo Bay Llc 972 212519.55
Buffington Mohr McNeal 970 212.37
Ironwood Investment Counsel, LLC 968 211.78
Crossvault Capital Management LLC 968 212.81
Newport Capital Group, LLC 967 213.03
Pinnacle Financial Partners Inc 964 212.66
Perennial Investment Advisors, LLC 953 211.96
WESPAC Advisors, LLC 950 212.63
VeraBank, N.A. 944 212.92
Interchange Capital Partners, LLC 942 212.31
Gyl Financial Synergies, Llc 940 225.53
Provident Investment Management, Inc. 900 212.22
JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 819 219.78
JAALX - Multi-Index 2065 Preservation Portfolio Class 1 809 220.02
Icapital Wealth Llc 750 207310.67
Qube Research & Technologies Ltd 711 212.38
Freedman Financial Associates, Inc. 607 214.17
Surevest, LLC 536 212.69
Paladin Advisory Group, LLC 341 214.08
EPG Wealth Management LLC 331 211.48
Sonora Investment Management, LLC 280 217.86
Robinson Capital Management, Llc 250 216.00
Security National Trust Co 150 226.67
NinePointTwo Capital 114 210.53
Wealth Quarterback LLC 91
Your Advocates Ltd., LLP 42 214.29
Acorns Advisers, LLC 34 205.88
Samalin Investment Counsel, LLC 25 200.00
Win Advisors, Inc 12 250.00
Lloyd Advisory Services, LLC. 9 222.22
Capital One Financial Corp
Burt Wealth Advisors
Angeles Investment Advisors, LLC
Diametric Capital, LP
Hardy Reed LLC
Jump Financial, LLC
Geller Advisors LLC
SevenBridge Financial Group, LLC
Shepherd Kaplan Krochuk, Llc
Marco Investment Management Llc
Lmcg Investments, Llc
Redhawk Wealth Advisors, Inc.
Viridian Ria, Llc
Econ Financial Services Corp
University Of Texas/texas Am Investment Managment Co
Davidson Trust Co
Coyle Financial Counsel LLC
Teamwork Financial Advisors, LLC
Mcdaniel Terry & Co
Strategic Financial Planning, Inc.
Sara-Bay Financial
CarsonAllaria Wealth Management, Ltd.
Manhattan West Asset Management, LLC
Oppenheimer Asset Management Inc.
Prelude Capital Management, Llc
Amplius Wealth Advisors, LLC
Blue Zone Wealth Advisors, LLC
Vance Wealth, Inc.
Cambria Investment Management, L.P.
Atlas Private Wealth Advisors
Solstein Capital, LLC
Magnolia Capital Advisors Llc
Laidlaw Wealth Management LLC
ERn Financial, LLC
Columbia Trust Co 01012016
Fernwood Investment Management, LLC
Inverness Counsel Llc /ny/
Livingston Group Asset Management CO (operating as Southport Capital Management)
David J Yvars Group
Aquire Wealth Advisors, LLC
Huntington National Bank
F3Logic, LLC
WT Wealth Management
Burney Co/
Voya Financial Advisors, Inc.
Howland Capital Management Llc
Core Alternative Capital
Kowal Investment Group, LLC
Ibex Wealth Advisors
Renasant Bank
Boston Family Office Llc
Jackson Wealth Management, LLC
Barber Financial Group, Inc.
Bingham Osborn & Scarborough Llc
Tempus Wealth Planning, LLC
Scarborough Advisors, LLC
Permanens Capital L.P.
Bcm Advisors, Llc
BEAM Asset Management, LLC
Sanford Advisory Services, LLC
Genesee Capital Advisors, LLC
Evergreen Advisors, LLC
Toroso Investments, LLC
JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4
Investors Financial Group, LLC
Destination Wealth Management
Phoenix Wealth Advisors
Ergoteles LLC
Paradigm, Strategies in Wealth Management, LLC
Redwood Investment Management, Llc
Clayton Street Trust - Protective Life Dynamic Allocation Series - Growth Portfolio
Core Wealth Advisors, Inc.
Savior LLC
Rice Partnership, LLC
Toews Corp /adv
Banque Pictet & Cie Sa
Ogorek Anthony Joseph /ny/ /adv
Sageworth Trust Co
Nbt Bank N A /ny
Colonial River Wealth Management, LLC
Avalon Advisors, Llc
Vigilant Capital Management, LLC
King Luther Capital Management Corp
Rinkey Investments
Secure Asset Management, LLC
Red Door Wealth Management, LLC
PFG Advisors
NSI Retail Advisors, LLC
Aurora Private Wealth, Inc.
Parisi Gray Wealth Management
Exchange Traded Concepts, Llc
Financial Partners Group, Inc
Systematic Alpha Investments, LLC
Paragon Wealth Strategies, LLC
Inscription Capital, LLC
Widmann Financial Services, Inc.
Vise Technologies, Inc.
All Season Financial Advisors, Inc.
StoneX Group Inc.
Retirement Income Solutions, Inc
Consolidated Planning Corp
Beacon Capital Management, Inc.
Wimmer Associates 1, Llc
Capital Bank & Trust Co
Tru Independence Asset Management 2, Llc
Ade, Llc
CHURCHILL MANAGEMENT Corp
Rfg Holdings, Inc.
Landsberg, Bennett, & Dubbaneh LLC
Eagle Global Advisors Llc
Cabana Llc
Moors & Cabot, Inc.
Lebenthal Global Advisors, LLC
Flagship Private Wealth, LLC
Oak Harvest Investment Services
IAM Advisory, LLC
Ckw Financial Group
Baldwin Investment Management, LLC
Sowell Financial Services LLC
Prentice Wealth Management LLC
Firestone Capital Management
UMA Financial Services, Inc.
Chicago Wealth Management, Inc.
Breiter Capital Management Inc
Arlington Financial Advisors, LLC
Toronto Dominion Bank
Goodwin Investment Advisory
Sterling Financial Planning, Inc.
Optas, LLC
Financial Services Advisory Inc
Pictet North America Advisors SA
First American Trust, Fsb
Cadent Capital Advisors, LLC
Grant/GrossMendelsohn, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Y-Intercept (Hong Kong) Ltd
Corient Capital Partners, LLC
Baltimore-Washington Financial Advisors, Inc.
Manning & Napier Group, LLC
Quantitative Advantage, LLC
Ford Financial Group, LLC
Narwhal Capital Management
Choate Investment Advisors
Wealthgate Family Office, LLC
Herold Advisors, Inc.
Beck Bode, LLC
Fairview Capital Investment Management, Llc
Absolute Capital Management, LLC
Vontobel Holding Ltd.
Cypress Point Wealth Management, LLC
Stelac Advisory Services LLC
Archford Capital Strategies, LLC
ETF Store, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 22,942,491 176.11 26,982,283 212.52
Jones Financial Companies Lllp 9,504,077 182.25 10,966,363 213.48
Morgan Stanley 6,387,437 176.11 6,184,766 212.52
Bluestem Financial Advisors, Llc 5,710,947 0.19 88,453 212.52
Wells Fargo & Company/mn 4,433,213 176.11 4,350,285 212.52
UBS Group AG 3,432,375 176.11 3,665,556 212.52
LPL Financial LLC 3,308,038 176.11 3,194,271 212.52
Bank of New York Mellon Corp 3,269,389 176.11 3,455,004 212.52
Envestnet Asset Management Inc 2,666,657 176.11 2,706,108 212.52
Ameriprise Financial Inc 2,380,447 176.01 2,505,974 212.49
Creative Planning 2,018,604 176.11 1,851,762 212.52
Pnc Financial Services Group, Inc. 1,909,464 176.11 1,933,860 212.52
Goldman Sachs Group Inc 1,826,471 176.11 1,916,680 212.52
Royal Bank Of Canada 1,718,048 176.11 1,916,538 212.52
Charles Schwab Investment Advisory, Inc. 1,611,774 176.11 2,411,987 212.52
Northwestern Mutual Wealth Management Co 1,570,177 176.11 1,366,074 212.52
Wellington Management Group Llp 1,199,253 176.11 602,067 212.52
Wealthfront Advisers Llc 1,190,326 176.11 1,121,423 212.52
Glenmede Trust Co Na 995,878 176.11 1,023,874 212.52
Advisor Group Holdings, Inc. 952,848 176.30 952,287 209.48
Name Current Shares Current PPS Previous Shares Previous PPS
CBIZ Investment Advisory Services, LLC 303,853 176.11 0
Frontier Wealth Management LLC 145,598 176.11 0
Berkshire Asset Management Llc/pa 80,006 176.11 0
Chicago Partners Investment Group LLC 70,834 194.79 69,436 185.52
Cable Hill Partners, LLC 53,967 176.11 0
Advisor Resource Council 47,897 176.11 0
TDSE - Cabana Target Drawdown 16 ETF 47,150 195.06 0
Aries Wealth Management 39,052 176.10 0
Venture Visionary Partners LLC 36,546 176112.84 35,370 212.50
Flow Traders U.s. Llc 33,577 176.10 0
Fifth Third Securities, Inc. 22,864 176.13 0
Flynn Zito Capital Management, Llc 15,189 176.11 0
Massmutual Trust Co Fsb/adv 11,280 0.18 11,481 0.17
New England Private Wealth Advisors LLC 7,987 212.72 7,992 212.59
Family Firm, Inc. 5,431 235.13 5,431 225.93
Eagle Bay Advisors LLC 4,943 176110.05 4,325 212.49
Aaron Wealth Advisors LLC 4,180 176.08 617,158 4.71
Confluence Wealth Services, Inc. 3,648 201.75 0
Foundations Investment Advisors, LLC 2,971 178.05 0
Family CFO Inc 2,524 176110.14 2,524 212.36
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bluestem Financial Advisors, Llc 5,622,494 5,710,947 0.19 88,453 212.52 6356.48
Wellington Management Group Llp 597,186 1,199,253 176.11 602,067 212.52 99.19
CBIZ Investment Advisory Services, LLC 303,853 303,853 176.11 0 0.00
Annex Advisory Services, LLC 236,470 667,595 176.11 431,125 212.52 54.85
Natixis Advisors, L.p. 233,881 343,118 176.11 109,237 212.52 214.10
State Street Corp 210,701 798,687 176.11 587,986 212.52 35.83
Northwestern Mutual Wealth Management Co 204,103 1,570,177 176.11 1,366,074 212.52 14.94
Morgan Stanley 202,671 6,387,437 176.11 6,184,766 212.52 3.28
Creative Planning 166,842 2,018,604 176.11 1,851,762 212.52 9.01
Column Capital Advisors, LLC 162,960 436,898 51.01 273,938 95.35 59.49
Venturi Wealth Management, LLC 157,136 161,944 176.11 4,808 212.56 3268.22
Mariner, LLC 156,409 738,089 176.11 581,680 212.52 26.89
Vectors Research Management, LLC 147,922 151,820 3.05 3,898 212.42 3794.82
Frontier Wealth Management LLC 145,598 145,598 176.11 0 0.00
Millburn Ridgefield Corp 128,386 517,544 176.11 389,158 212.52 32.99
Catalyst Capital Advisors LLC 128,373 517,469 176.11 389,096 212.52 32.99
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 128,373 517,469 176.11 389,096 212.52 32.99
LPL Financial LLC 113,767 3,308,038 176.11 3,194,271 212.52 3.56
Kestra Advisory Services, LLC 90,580 312,978 0.18 222,398 0.21 40.73
Raymond James & Associates 86,122 579,220 176.12 493,098 212.53 17.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 4,039,792 22,942,491 176.11 26,982,283 212.52 -14.97
Jones Financial Companies Lllp 1,462,286 9,504,077 182.25 10,966,363 213.48 -13.33
Charles Schwab Investment Advisory, Inc. 800,213 1,611,774 176.11 2,411,987 212.52 -33.18
Aaron Wealth Advisors LLC 612,978 4,180 176.08 617,158 4.71 -99.32
UBS Group AG 233,181 3,432,375 176.11 3,665,556 212.52 -6.36
Royal Bank Of Canada 198,490 1,718,048 176.11 1,916,538 212.52 -10.36
Bank of New York Mellon Corp 185,615 3,269,389 176.11 3,455,004 212.52 -5.37
Autus Asset Management, LLC 159,938 178,439 176.11 338,377 212.52 -47.27
Ameriprise Financial Inc 125,527 2,380,447 176.01 2,505,974 212.49 -5.01
Eaton Vance Management 91,945 17,901 176.14 109,846 212.52 -83.70
Goldman Sachs Group Inc 90,209 1,826,471 176.11 1,916,680 212.52 -4.71
Raymond James Financial Services Advisors, Inc. 75,954 872,145 176.13 948,099 212.53 -8.01
Fmr Llc 52,565 671,353 176.11 723,918 212.52 -7.26
Thrivent Financial For Lutherans 46,786 272,409 176.15 319,195 212.55 -14.66
Pinnacle Associates Ltd 44,139 393,988 176.11 438,127 212.52 -10.07
McClarren Financial Advisors, Inc. 42,807 8,791 175.86 51,598 212.31 -82.96
Estate Counselors, LLC 41,826 40,394 176.09 82,220 212.52 -50.87
Envestnet Asset Management Inc 39,451 2,666,657 176.11 2,706,108 212.52 -1.46
Truist Financial Corp 36,909 649,730 176.11 686,639 212.52 -5.38
West Financial Advisors, LLC 36,202 16,190 176.10 52,392 212.53 -69.10
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
PEAK6 Investments LLC 7,400
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Paladin Advisory Group, LLC 57 398 341 16.72
Susquehanna International Group, Llp 6,200 32,900 26,700 23.22
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Citadel Advisors Llc 927,856 22,400 950,256 -97.64
Cutler Group LP 3,400 1,300 4,700 -72.34
Name

Past Week Analysis

Name Shares PPS
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 22,500 176.09
RSEE - Rareview Systematic Equity ETF 10,570 176.06
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 557,181 176.11 562,862 212.52
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 517,469 176.11 389,096 212.52
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 149,079 176.11 149,583 212.52
Sage Mountain Advisors LLC 66,239 176.10 68,134 212.52
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 52,961 176.11 53,807 212.52
GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 24,560 176.10 23,620 212.53
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 22,893 176.12 21,173 212.53
BDO Wealth Advisors, LLC 16,207 176.10 16,500 212.55
Great Point Wealth Advisors, LLC 14,149 176.13 14,110 212.54
Stock Yards Bank & Trust Co 11,721 176.09 1,669 212.70
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 8,735 176.07 8,325 212.49
Columbia Asset Management 8,111 176.06 4,896 226.10
SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 1,706 175.85 1,706 212.78
First Command Financial Services, Inc. 1,410 175.89 1,410 212.77
First Command Bank 1,410 175.89 1,410 212.77
Grand Wealth Management, Llc 76 171.05 76 210.53
Name Current Shares Current PPS Previous Shares Previous PPS
Schmidt P J Investment Management Inc 1,131 196.29 1,359 195.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 128,373 517,469 176.11 389,096 212.52 32.99
Stock Yards Bank & Trust Co 10,052 11,721 176.09 1,669 212.70 602.28
Columbia Asset Management 3,215 8,111 176.06 4,896 226.10 65.67
AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 1,720 22,893 176.12 21,173 212.53 8.12
GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 940 24,560 176.10 23,620 212.53 3.98
BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 410 8,735 176.07 8,325 212.49 4.92
Great Point Wealth Advisors, LLC 39 14,149 176.13 14,110 212.54 0.28
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) 5,681 557,181 176.11 562,862 212.52 -1.01
Sage Mountain Advisors LLC 1,895 66,239 176.10 68,134 212.52 -2.78
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 846 52,961 176.11 53,807 212.52 -1.57
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 504 149,079 176.11 149,583 212.52 -0.34
BDO Wealth Advisors, LLC 293 16,207 176.10 16,500 212.55 -1.78
Schmidt P J Investment Management Inc 228 1,131 196.29 1,359 195.00 -16.78
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