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 750 227.00 244.82 182.94
Previous Quarter 750 223.00 238.46 206.95

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 247 328 24 360 140 160
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 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 0 0 0 0 0 0
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 0 0.00 0.00 2,847 0.00 0.00
Previous Quarter 0 0.00 0.00 5,738 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
EP Wealth Advisors, Inc. 3,179,153 1.89
Morgan Stanley 1,794,208 244.82
Bank Of America Corp /de/ 1,565,915 244.82
Everett Harris & Co /ca/ 751,784 244.82
Ameriprise Financial Inc 631,638 244.91
LPL Financial LLC 607,827 244.82
Royal Bank Of Canada 504,976 244.82
Manufacturers Life Insurance Company, The 468,692 244.82
Northwestern Mutual Wealth Management Co 456,604 244.82
Main Management ETF Advisors, LLC 376,965 0.24
SECT - Main Sector Rotation ETF 355,335 245.74
Prostatis Group LLC 293,646 1.06
Advisor Group Holdings, Inc. 290,146 244.61
Janney Montgomery Scott LLC 290,081 0.24
Jpmorgan Chase & Co 213,873 244.82
Cambridge Investment Research Advisors, Inc. 200,165 0.24
Armstrong Advisory Group, Inc 196,595 244.82
Pnc Financial Services Group, Inc. 183,618 244.82
Stifel Financial Corp 182,002 244.83
MSTQX - Morningstar U.S. Equity Fund 178,247 245.74

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
Summit Wealth Group, LLC 4,065,505
Morgan Stanley 1,693,209 238.46
Bank Of America Corp /de/ 1,676,403 238.46
UBS Group AG 1,444,037 238.46
Wells Fargo & Company/mn 805,988 238.46
Harel Insurance Investments & Financial Services Ltd. 759,229 0.24
Ameriprise Financial Inc 641,202 238.72
LPL Financial LLC 612,905 238.46
Manufacturers Life Insurance Company, The 533,858 238.46
Janney Montgomery Scott LLC 288,599 0.24
Advisor Group Holdings, Inc. 288,202 239.09
Commonwealth Equity Services, Llc 271,273 0.24
Raymond James Financial Services Advisors, Inc. 249,976 238.46
Jpmorgan Chase & Co 225,554 238.46
Pnc Financial Services Group, Inc. 197,947 238.46
Armstrong Advisory Group, Inc 195,482 238.46
M&t Bank Corp 183,278 238.46
HighTower Advisors, LLC 161,532 238.43
Mariner, LLC 160,214 0.24
First Republic Investment Management, Inc. 144,296 238.46

 

Recent Quarter Analysis

Name Shares PPS
EP Wealth Advisors, Inc. 3,179,153 1.89
Everett Harris & Co /ca/ 751,784 244.82
Royal Bank Of Canada 504,976 244.82
Northwestern Mutual Wealth Management Co 456,604 244.82
Main Management ETF Advisors, LLC 376,965 0.24
SECT - Main Sector Rotation ETF 355,335 245.74
Cambridge Investment Research Advisors, Inc. 200,165 0.24
Stifel Financial Corp 182,002 244.83
MSTQX - Morningstar U.S. Equity Fund 178,247 245.74
Imprint Wealth LLC 152,578 1.00
Cerity Partners LLC 116,613 244.84
Capital Advantage, Inc. 103,708 240.63
Main Management LLC 81,773 0.24
Creative Planning 61,074 244.82
MAI Capital Management 55,510 244.82
Integrated Wealth Concepts LLC 53,558 244.82
Comerica Securities,inc. 52,319 245.70
Wealth Management Solutions, LLC 48,995 244.82
Consolidated Portfolio Review Corp 48,604 244.82
NEIRG Wealth Management, LLC 47,808 244.81
Name Shares PPS
Summit Wealth Group, LLC 4,065,505
UBS Group AG 1,444,037 238.46
Wells Fargo & Company/mn 805,988 238.46
Harel Insurance Investments & Financial Services Ltd. 759,229 0.24
Commonwealth Equity Services, Llc 271,273 0.24
Raymond James Financial Services Advisors, Inc. 249,976 238.46
M&t Bank Corp 183,278 238.46
Mariner, LLC 160,214 0.24
Peapack Gladstone Financial Corp 110,586 0.24
Bank Hapoalim Bm 75,690 0.24
JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 53,833 234.76
Cetera Advisor Networks LLC 50,852 238.46
JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 44,734 234.77
JRYPX - Multi-Index 2035 Preservation Portfolio Class R4 40,988 234.75
Laurel Wealth Advisors, Inc. 37,915 248.05
BKA Wealth Consulting, Inc. 37,069 240.63
Polianta Ltd 37,000 0.24
Massmutual Trust Co Fsb/adv 36,875 238.45
55i, Llc 35,939 223.68
Bleakley Financial Group, LLC 34,973 238.47
Sawtooth Solutions, LLC 34,973 238.47
Susquehanna International Group, Llp 32,800 238.45
ASB Consultores, LLC 32,553 238.47
JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 31,138 234.76
Praetorian Wealth Management, Inc. 30,408 238.46
Royal Fund Management, LLC 29,133 238.46
White Lighthouse Investment Management Inc. 28,987 238.45
Tiaa, Fsb 27,904 238.46
Robbie L. Kennerson P.A., Inc. 25,170 248.03
Mercer Global Advisors Inc /adv 22,919 0.22
TAP Consulting, LLC 22,863 238.46
Dowling & Yahnke Llc 21,388 223.68
Kovitz Investment Group Partners, LLC 19,613 0.25
Marshall Wace, Llp 18,940 238.44
JRIYX - Multi-Index 2055 Preservation Portfolio Class 1 17,939 234.74
Smart Money Group LLC 17,204 245.76
Blair William & Co/il 15,188 238.48
Paradigm Capital Management, LLC/NV 15,161 248.07
Moser Wealth Advisors, LLC 15,088 248.08
Aevitas Wealth Management, Inc. 14,664 248.02
QAI - IQ Hedge Multi-Strategy Tracker ETF 13,967 246.08
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,671 235.68
Resources Investment Advisors, LLC. 12,790 238.47
J.w. Cole Advisors, Inc. 12,502 238.44
Fort Point Capital Partners LLC 12,001 238.48
Thrivent Financial For Lutherans 11,035 0.27
Sound View Wealth Advisors Group, LLC 10,996 238.45
Titleist Asset Management, Ltd. 10,890 248.03
Carmichael Hill & Associates, Inc. 10,463 238.46
Cozad Asset Management Inc 10,126 238.49
CIC Wealth, LLC 9,763 238.45
Gsa Capital Partners Llp 9,586 0.21
Great Valley Advisor Group, Inc. 9,418 238.48
Renaissance Technologies Llc 8,600 0.23
Kovack Advisors, Inc. 8,402 238.40
Ausdal Financial Partners, Inc. 8,244 238.48
Parallel Advisors, LLC 7,652 238.50
Sanctuary Wealth Management, L.L.C. 7,564 248.02
Avantax Planning Partners, Inc. 7,533 238.42
Advisors Capital Management, LLC 7,499 0.27
Dakota Wealth Management 7,477 238.46
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 7,472 238.49
Mission Wealth Management, Lp 7,463 238.51
Dorsey & Whitney Trust CO LLC 7,341 238.52
Trustcore Financial Services, Llc 7,250 248.00
Sowell Financial Services LLC 7,211 0.28
Liberty Wealth Management Llc 7,107 238.50
Olistico Wealth, LLC 7,078 238.49
Bank of New York Mellon Corp 7,064 238.39
Houlihan Financial Resource Group, Ltd. 6,760 0.30
Prospera Financial Services Inc 6,489 238.56
Pacific Capital Wealth Advisors, Inc 6,226 238.52
Ashford Advisors, LLC 5,973 0.17
Harrison & Co Wealth Management, LLC 5,417 248.11
Ingalls & Snyder Llc 5,389 0.19
Activest Wealth Management 5,230 236.14
Cresset Asset Management, LLC 5,141 238.48
Bartlett & Co. LLC 4,905 0.20
Signature Estate & Investment Advisors Llc 4,892 0.20
Goldstein Advisors, LLC 4,827 238.45
Citadel Advisors Llc 4,800 238.54
Dentgroup LLC 4,693 238.44
Financial Partners Capital Management Llc 4,506 248.11
Wealthspan Partners, Llc 4,359 238.36
One Day In July LLC 4,117 238.52
Wealthspire Advisors, LLC 4,091 238.57
Whittier Trust Co 4,088 238.50
Dagco, Inc. 4,028 238.58
Eudaimonia Advisors Llc 3,910 238.36
Level Four Advisory Services, Llc 3,845 238.49
Redwood Financial Network Corp 3,832 238.52
Doyle Wealth Management 3,828 223.62
Baker Avenue Asset Management, LP 3,671 238.35
Capital Advisors Inc/ok 3,654 238.37
Meitav Dash Investments Ltd 3,567 247.55
Deutsche Bank Ag\ 3,470 238.33
CX Institutional 3,250 239.08
Vantage Financial Partners Ltd., Inc. 3,235 238.33
CIBC World Markets Inc. 3,222 0.31
Institute for Wealth Management, LLC. 3,203 238.53
Pacitti Group Inc. 3,080 238.31
Blankinship & Foster, LLC 3,030 238.61
Compass Financial Advisors Llc 2,910 238.49
Pps&v Asset Management Consultants, Inc. 2,826 238.50
Curran Financial Partners, LLC 2,818 238.47
Conservest Capital Advisors, Inc. 2,784 238.51
Raymond James Trust N.a. 2,726 0.37
ACMAX - Absolute Capital Defender Fund Class A Shares 2,600 238.46
Prime Capital Investment Advisors, LLC 2,542 238.39
HF Advisory Group, LLC 2,485 238.23
Capital Investment Advisory Services, LLC 2,457 238.50
Wealth Alliance 2,443 238.23
Sonata Capital Group Inc 2,420 0.41
Financial Advisory Service, Inc. 2,373 238.52
Navis Wealth Advisors, LLC 2,357 238.44
New Perspectives, Inc 2,332 247.86
Banco BTG Pactual S.A. 2,265 246.80
Optas, LLC 2,230 238.57
Wolverine Trading, Llc 2,200 0.45
Wolverine Trading, Llc 2,200 0.45
Beacon Capital Management, LLC 2,167 238.58
Commerce Bank 2,098 238.32
IFG Advisory, LLC 2,087 238.62
Nicolet Bankshares Inc 2,078 238.69
Roger Wittlin Investment Advisory, LLC 2,071 238.53
Goelzer Investment Management, Inc. 2,017 238.47
Welch & Forbes Llc 2,000 238.50
Summit Financial Strategies, Inc. 1,986 238.67
Mission Creek Capital Partners, Inc. 1,869 238.63
One Charles Private Wealth Services, LLC 1,860 238.71
Jefferies Group LLC 1,856 223.60
IVC Wealth Advisors LLC 1,843 238.20
Zhang Financial LLC 1,821 238.33
Personal Capital Advisors Corp 1,681 248.07
Krilogy Financial LLC 1,553 238.25
Wesbanco Bank Inc 1,538
Insigneo Advisory Services, Llc 1,523 238.35
Fiera Capital Corp 1,503 238.19
Ancora Advisors, LLC 1,485 238.38
Capital Investment Advisors, LLC 1,483 238.71
RMR Wealth Builders 1,475 238.64
Meeder Advisory Services, Inc. 1,456 238.32
Aire Advisors, Llc 1,421 238.56
Amundi 1,393 244.08
Signaturefd, Llc 1,389 238.30
Ledyard National Bank 1,341 238.63
Round Rock Advisors, LLC 1,259 238.28
First Bancorp, Inc /ME/ 1,250 238.40
PDS Planning, Inc 1,246 238.36
Weatherly Asset Management L. P. 1,246 238.36
Front Row Advisors LLC 1,143
Alaethes Wealth LLC 1,128 238.48
Associated Banc-corp 1,126 238.90
Integrity Advisory, LLC 1,122 247.77
Red Door Wealth Management, LLC 1,114 238.78
Gofen & Glossberg Llc /il/ 1,106
Selective Wealth Management, Inc. 1,099 246.59
Marcum Wealth, LLC 1,085 238.71
Atlas Financial Advisors, Inc. 1,083 238.23
Windsor Advisory Group, LLC 1,080 237.96
Gateway Wealth Partners, LLC 1,070 238.32
Galvin, Gaustad & Stein, LLC 1,062 238.23
Hanson & Doremus Investment Management 1,061
Linscomb & Williams, Inc. 1,051 238.82
Wedmont Private Capital 1,043 244.49
Alpha Cubed Investments, LLC 1,020 238.24
Courier Capital Llc 1,013 238.89
Vista Investment Management 1,004 238.05
Avestar Capital, LLC 985 238.58
Sargent Bickham Lagudis LLC 955 248.17
Fortitude Advisory Group L.L.C. 941 238.04
Cypress Wealth Services, LLC 935 238.50
Narus Financial Partners, LLC 911 238.20
Warwick Investment Management, Inc. 909 238.72
Planned Solutions, Inc. 895 237.99
Smith, Moore & Co. 893 238.52
Samalin Investment Counsel, LLC 889 238.47
Somerset Trust Co 879 238.91
Cooper Financial Group 877 238.31
Overbrook Management Corp 850 238.82
ARGI Investment Services, LLC 849
Smith, Salley & Associates 845 237.87
Gerber Kawasaki Wealth & Investment Management 839 238.38
Lakeview Capital Partners, LLC 824 243.93
Scissortail Wealth Management, LLC 688 2023.26
McClarren Financial Advisors, Inc. 672
Magnolia Capital Management Ltd 660
Qube Research & Technologies Ltd 535 239.25
CoreCap Advisors, LLC 481 247.40
Solstein Capital, LLC 470 238.30
Bogart Wealth, LLC 438 237.44
Prudence Investment Management (Hong Kong) Ltd. 426 225.35
Sageworth Trust Co 419 238.66
Wolff Wiese Magana Llc 390 238.46
Integrity Financial Corp /WA 362 237.57
Sittner & Nelson, Llc 352 238.64
Avion Wealth 344
Clean Yield Group 300 240.00
Citizens National Bank Trust Department 298 238.26
Archer Investment Corp 285 238.60
Nvwm, Llc 275 240.00
Northwest Investment Counselors, Llc 258 240.31
Capital Directions Investment Advisors, LLC 239 246.86
Howe & Rusling Inc 217 239.63
Syverson Strege & Co 217 239.63
Bangor Savings Bank 206 237.86
Washington Trust Advisors, Inc. 200 240.00
Larson Financial Group LLC 198 237.37
Fortis Capital Advisors, LLC 159 238.99
Ambassador Advisors, LLC 157 242.04
Private Ocean, LLC 120 241.67
Tortoise Investment Management, LLC 116 241.38
Brown Brothers Harriman & Co 109 238.53
Grey Fox Wealth Advisors, LLC 103 242.72
Coston, McIsaac & Partners 63
Surevest, LLC 45 222.22
Ten Capital Wealth Advisors, LLC 38 236.84
Heritage Wealth Management, Llc 32 250.00
Stephens Consulting, LLC 30 233.33
Assetmark, Inc 26 230.77
Hoey Investments, Inc 19 263.16
West Branch Capital LLC 10 200.00
Lumature Wealth Partners, LLC 8 250.00
Mcdonald Partners Llc
Oxler Private Wealth LLC
Cowa, Llc
Meristem Family Wealth, LLC
MGO Private Wealth, LLC
JJJ Advisors Inc.
Cpwm, Llc
Peachtree Investment Partners, LLC
BLB&B Advisors, LLC
Edge Capital Group, LLC
ACG Wealth
Pure Financial Advisors, Inc.
Cutler Group LP
180 Wealth Advisors, Llc
Capital Asset Advisory Services LLC
Palisade Capital Management Llc/nj
Patriot Financial Group Insurance Agency, LLC
Wellington Management Group Llp
Resolute Advisors LLC
Vectors Research Management, LLC
FNY Investment Advisers, LLC
Banque Pictet & Cie Sa
Clark Capital Management Group, Inc.
Cresta Advisors, Ltd.
Bridgewater Advisors Inc.
Lehman & Derafelo Financial Resources LLC
Southern Farm Bureau Life Insurance
Integral Investment Advisors, Inc.
First Community Trust Na
Wintrust Investments Llc
First Command Advisory Services, Inc.
Wolverine Asset Management Llc
Exchange Traded Concepts, Llc
Gleason Group, Inc.
Dubuque Bank & Trust Co
Rosenberg Matthew Hamilton
Comerica Bank
BSW Wealth Partners
ARMR - Armor US Equity Index ETF
Affiance Financial, LLC
Relyea Zuckerberg Hanson LLC
Continental Investors Services, Inc.
Curi Wealth Management, LLC
Strategies Wealth Advisors, LLC
Keel Point, LLC
Woodward Diversified Capital, Llc
Horizon Bancorp Inc /in/
Colonial River Wealth Management, LLC
Lakewood Asset Management LLC
Accurate Wealth Management, LLC
McElhenny Sheffield Capital Management, LLC
CIBC Private Wealth Group, LLC
Cardinal Point Capital Management, ULC
Proffitt & Goodson Inc
Kraematon Investment Advisors, Inc
Coppell Advisory Solutions Corp.
Gunma Bank,Ltd.
Kinloch Capital, LLC
West Bancorporation Inc
Atria Investments Llc
Belvedere Trading LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Caliber Wealth Management, Llc
Hills Bank & Trust Co
Fulton Breakefield Broenniman Llc
West Coast Financial LLC
Wolf Group Capital Advisors
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Steigerwald, Gordon & Koch Inc.
Rise Advisors, LLC
Beck Capital Management, Llc
New York Life Investment Management Llc
Next Level Private LLC
Prudential Plc
International Assets Investment Management, Llc
PRW Wealth Management LLC
Tevis Investment Management
Coldstream Capital Management Inc
Tranquilli Financial Advisor LLC
Tfo-tdc, Llc
Bradley & Co. Private Wealth Management, LLC
Goodwin Investment Advisory
Castle Wealth Management Llc
CAPROCK Group, Inc.
Headlands Technologies LLC
MKT Advisors LLC
Old Port Advisors
Laffer Investments
Verity Asset Management, Inc.
Advanced Asset Management Advisors Inc
Castleview Partners, Llc
Hamilton Point Investment Advisors, LLC
Transcend Wealth Collective, Llc
Bennett Selby Investments Lp
Y-Intercept (Hong Kong) Ltd
Colony Family Offices, LLC
Live Oak Investment Partners
BlackRock Inc.
Park Avenue Securities Llc
MTM Investment Management, LLC
HBC Financial Services, PLLC
Money Concepts Capital Corp
Huntington National Bank
Founders Financial Alliance, LLC
EdgeRock Capital LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Prostatis Group LLC 293,646 1.06 1,306 238.90
Fortis Advisors, LLC 41,993 95.44 41,724 95.84
Autumn Glory Partners, LLC 16,074 142.53 9,674 238.47
Pallas Capital Advisors LLC 13,521 242.66 14,914 248.63
Penobscot Wealth Management 11,635 0.26 11,417 0.26
Brookstone Capital Management 10,369 238.21 9,743 247.46
Asset Dedication, LLC 9,892 0.20 9,170 0.22
Wharton Business Group, LLC 6,363 0.31 6,323 0.32
SOL Capital Management CO 6,059 0.17 5,639 238.52
Tower View Investment Management & Research LLC 6,020 0.17 7,301 0.27
Vista Private Wealth Partners. LLC 4,364 242.44 4,545 245.54
American Trust 3,643 244.85 3,247 245.77
Castle Rock Wealth Management, LLC 3,255 242.70 3,356 244.34
Warner Financial, Inc 2,851 0.35 2,773 0.36
Corepath Wealth Partners Llc 2,320 242.67 2,372 248.74
Hilton Capital Management, LLC 2,225 244.94 2,225 248.09
Pacific Sun Financial Corp 2,170 238.25 2,173 248.04
Buckingham Strategic Wealth, Llc 1,981 244.83 1,446 248.27
Arete Wealth Advisors, LLC 1,525 3,470 0.29
Global Retirement Partners, LLC 1,261 245.04 1,259 245.43
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 1,794,208 244.82 1,693,209 238.46
Bank Of America Corp /de/ 1,565,915 244.82 1,676,403 238.46
Ameriprise Financial Inc 631,638 244.91 641,202 238.72
LPL Financial LLC 607,827 244.82 612,905 238.46
Manufacturers Life Insurance Company, The 468,692 244.82 533,858 238.46
Advisor Group Holdings, Inc. 290,146 244.61 288,202 239.09
Janney Montgomery Scott LLC 290,081 0.24 288,599 0.24
Jpmorgan Chase & Co 213,873 244.82 225,554 238.46
Armstrong Advisory Group, Inc 196,595 244.82 195,482 238.46
Pnc Financial Services Group, Inc. 183,618 244.82 197,947 238.46
HighTower Advisors, LLC 148,119 244.59 161,532 238.43
Agf Management Ltd 143,220 244.82 133,994 238.46
Invictus Private Wealth, Llc 129,590 244.82 125,627 238.46
Allied Investment Advisors, LLC 121,237 244.82 117,886 238.46
First Republic Investment Management, Inc. 117,737 244.82 144,296 238.46
Mml Investors Services, Llc 113,515 0.25 114,871 0.24
Kcm Investment Advisors Llc 105,561 244.82 103,170 238.46
Kestra Advisory Services, LLC 104,411 244.82 101,685 238.46
Captrust Financial Advisors 100,069 244.82 56,529 238.46
CI Private Wealth, LLC 98,232 244.82 97,720 238.46
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Prostatis Group LLC 292,340 293,646 1.06 1,306 238.90 22384.38
Morgan Stanley 100,999 1,794,208 244.82 1,693,209 238.46 5.96
Bellwether Advisors, LLC 57,371 57,486 244.82 115 234.78 49887.83
Captrust Financial Advisors 43,540 100,069 244.82 56,529 238.46 77.02
Invst, LLC 39,962 39,962 244.81 0 0.00
Onyx Bridge Wealth Group LLC 29,752 32,048 244.82 2,296 238.68 1295.82
Apollon Wealth Management, LLC 29,492 31,216 244.81 1,724 238.40 1710.67
Hartland & Co., LLC 19,474 19,624 244.80 150 240.00 12982.67
Agf Management Ltd 9,226 143,220 244.82 133,994 238.46 6.89
Autumn Glory Partners, LLC 6,400 16,074 142.53 9,674 238.47 66.16
Private Advisory Group LLC 5,731 6,850 244.82 1,119 238.61 512.15
TruWealth Advisors, LLC 5,539 35,288 244.81 29,749 238.46 18.62
Jane Street Group, Llc 5,143 17,855 244.81 12,712 238.44 40.46
Rockefeller Capital Management L.P. 4,900 89,738 244.82 84,838 0.24 5.78
Petix & Botte Co 4,119 8,454 244.85 4,335 238.52 95.02
Csenge Advisory Group 4,079 4,079 244.91 0 0.00
Invictus Private Wealth, Llc 3,963 129,590 244.82 125,627 238.46 3.15
Millennium Management Llc 3,889 3,889 244.79 0 0.00
Visionary Wealth Advisors 3,673 28,620 244.83 24,947 238.47 14.72
Allied Investment Advisors, LLC 3,351 121,237 244.82 117,886 238.46 2.84
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 110,488 1,565,915 244.82 1,676,403 238.46 -6.59
Manufacturers Life Insurance Company, The 65,166 468,692 244.82 533,858 238.46 -12.21
Stephens Inc /ar/ 56,098 13,883 244.83 69,981 238.46 -80.16
AE Wealth Management LLC 29,126 12,153 244.80 41,279 238.45 -70.56
First Republic Investment Management, Inc. 26,559 117,737 244.82 144,296 238.46 -18.41
Madison Asset Management, LLC 18,432 14,205 244.84 32,637 238.47 -56.48
Fifth Third Bancorp 17,856 28,874 244.82 46,730 238.45 -38.21
Pnc Financial Services Group, Inc. 14,329 183,618 244.82 197,947 238.46 -7.24
HighTower Advisors, LLC 13,413 148,119 244.59 161,532 238.43 -8.30
Advisory Services Network, LLC 12,700 16,260 244.83 28,960 238.47 -43.85
Jpmorgan Chase & Co 11,681 213,873 244.82 225,554 238.46 -5.18
Ameriprise Financial Inc 9,564 631,638 244.91 641,202 238.72 -1.49
Tower Research Capital LLC (TRC) 8,329 9,787 244.81 18,116 0.22 -45.98
Full Sail Capital, LLC 6,549 73,509 244.81 80,058 238.46 -8.18
Truist Financial Corp 5,962 83,532 244.82 89,494 238.46 -6.66
LPL Financial LLC 5,078 607,827 244.82 612,905 238.46 -0.83
Keebeck Wealth Management, LLC 5,010 18,300 245.68 23,310 238.48 -21.49
Atlas Capital Advisors Llc 4,442 36,446 244.83 40,888 238.46 -10.86
Waldron Private Wealth LLC 4,278 894 5,172 0.19 -82.71
NewEdge Wealth, LLC 3,522 8,698 244.88 12,220 238.46 -28.82
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 2,200
Cardinal Point Capital Management, ULC 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
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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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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