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 | 1,837 | 623.00 | 162.13 | 237.20 |
| Previous Quarter | 1,906 | 632.00 | 162.16 | 189.52 |
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 | 12 | 227 | 484 | 12 | 219 | 174 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 8 | 15 | 170 | 7 | 71 | 71 |
| 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 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 | 1,378 | 0.00 | 0.00 | 9,279,605 | 0.00 | 0.00 |
| Previous Quarter | 1,378 | 0.00 | 0.00 | 9,279,605 | 0.00 | 0.00 |
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/ | 22,081,218 | 162.16 |
| Morgan Stanley | 10,572,956 | 162.16 |
| Wells Fargo & Company/mn | 9,289,298 | 162.16 |
| Vanguard Group Inc | 7,185,870 | 162.16 |
| UBS Group AG | 5,935,356 | 162.16 |
| Wealthfront Advisers Llc | 5,899,699 | 143.47 |
| LPL Financial LLC | 4,541,742 | 162.16 |
| HB Wealth Management, LLC | 3,377,044 | 143.47 |
| Royal Bank Of Canada | 3,265,093 | 162.16 |
| Citigroup Inc | 3,214,971 | 162.16 |
| First Republic Investment Management, Inc. | 2,756,076 | 162.16 |
| Jpmorgan Chase & Co | 2,702,906 | 162.16 |
| Raymond James Financial Services Advisors, Inc. | 2,268,029 | 162.16 |
| Commonwealth Equity Services, Llc | 2,219,242 | 143.47 |
| Bank of New York Mellon Corp | 2,155,534 | 162.16 |
| Ameriprise Financial Inc | 1,983,616 | 162.25 |
| Charles Schwab Investment Management Inc | 1,950,522 | 162.16 |
| HighTower Advisors, LLC | 1,819,952 | 162.14 |
| Envestnet Asset Management Inc | 1,780,097 | 162.16 |
| Raymond James & Associates | 1,739,351 | 162.16 |
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/ | 22,081,218 | 162.16 |
| Morgan Stanley | 10,572,956 | 162.16 |
| Wells Fargo & Company/mn | 9,289,298 | 162.16 |
| Vanguard Group Inc | 7,185,870 | 162.16 |
| Wealthfront Advisers Llc | 5,942,941 | 162.16 |
| UBS Group AG | 5,935,356 | 162.16 |
| LPL Financial LLC | 4,541,742 | 162.16 |
| HB Wealth Management, LLC | 3,301,025 | 162.16 |
| Royal Bank Of Canada | 3,265,093 | 162.16 |
| Citigroup Inc | 3,214,971 | 162.16 |
| Homrich & Berg | 2,988,024 | 153.60 |
| First Republic Investment Management, Inc. | 2,756,076 | 162.16 |
| Jpmorgan Chase & Co | 2,702,906 | 162.16 |
| Raymond James Financial Services Advisors, Inc. | 2,268,029 | 162.16 |
| Commonwealth Equity Services, Llc | 2,171,453 | 162.16 |
| Bank of New York Mellon Corp | 2,155,534 | 162.16 |
| Ameriprise Financial Inc | 1,983,616 | 162.25 |
| Charles Schwab Investment Management Inc | 1,950,522 | 162.16 |
| HighTower Advisors, LLC | 1,819,952 | 162.14 |
| Envestnet Asset Management Inc | 1,780,097 | 162.16 |
| Name | Shares | PPS |
|---|---|---|
| Cypress Financial Planning Llc | 90,447 | 143.47 |
| Momentum Advisors, LLC | 28,384 | 143.46 |
| Brightworth | 17,392 | 143.46 |
| Waller Financial Planning Group, Inc | 17,305 | 143.48 |
| Sage Financial Group Inc | 4,106 | 143.45 |
| Lutz Financial Services LLC | 3,890 | 143.44 |
| Heritage Financial Services, LLC | 3,232 | 143.25 |
| CFO4Life Group, LLC | 2,150 | 144.19 |
| Financial Management Professionals, Inc. | 848 | 143.87 |
| Burleson & Company, LLC | 105 | 142.86 |
| Steward Financial Group LLC | 72 | 138.89 |
| Arrow Financial Corp | 69 | 144.93 |
| Name | Shares | PPS |
|---|---|---|
| UBS Group AG | 5,935,356 | 162.16 |
| Homrich & Berg | 2,988,024 | 153.60 |
| Derby & Company, Inc | 433,897 | 153.60 |
| Covenant Multifamily Offices, LLC | 416,593 | 155.27 |
| Susquehanna International Group, Llp | 192,500 | 162.16 |
| Carroll Financial Associates, Inc. | 191,070 | 171.03 |
| TDSB - Cabana Target Drawdown 7 ETF | 162,582 | 162.64 |
| First Mercantile Trust Co | 142,934 | 153.60 |
| Ameritas Investment Corp | 135,430 | 0.16 |
| Johanson Financial Advisors, Inc. | 96,830 | 171.75 |
| Country Club Trust Company, n.a. | 69,523 | 171.55 |
| Crescent Capital Consulting, LLC | 47,133 | 171.77 |
| First Midwest Bank Trust Division | 43,653 | 171.74 |
| Mid Atlantic Financial Management Inc/adv | 43,418 | 153.60 |
| IFP Advisors, Inc | 41,023 | 171.90 |
| Prentice Wealth Management LLC | 38,552 | 153.61 |
| Alexandria Capital, LLC | 28,429 | 153.61 |
| Newport Wealth Strategies, Inc. | 28,350 | 153.62 |
| Rinet Co LLC | 26,033 | 153.61 |
| Berman Capital Advisors, LLC | 22,432 | 153.58 |
| Emery Howard Portfolio Management, Inc. | 22,099 | 171.73 |
| TDSA - Cabana Target Drawdown 5 ETF | 18,405 | 162.62 |
| Brightworth | 16,491 | 162.15 |
| Harbor Financial Services, Llc | 12,928 | 153.62 |
| Cutler Group LP | 12,400 | 5.48 |
| Orser Capital Management, Llc | 12,160 | 162.17 |
| LRRAX - QS Strategic Real Return Fund Class A | 8,960 | 153.57 |
| Teamwork Financial Advisors, LLC | 6,310 | 162.12 |
| Retireful, LLC | 5,440 | 162.13 |
| Asset Dedication, LLC | 4,406 | 162.05 |
| Mosaic Family Wealth, LLC | 3,940 | 171.83 |
| ACG Wealth | 3,467 | 162.10 |
| Vivid Financial Management, Inc. | 3,421 | 171.88 |
| Heritage Wealth Management, Llc | 3,276 | 153.54 |
| IAM Advisory, LLC | 3,024 | 162.04 |
| Professional Planning | 2,593 | 153.49 |
| Oak Asset Management, LLC | 2,469 | 162.01 |
| Cardan Capital Partners, LLC | 2,457 | 153.44 |
| Cascadia Advisory Services, LLC | 2,453 | 153.69 |
| Trinity Financial Advisors LLC | 2,297 | 162.39 |
| Blue Zone Wealth Advisors, LLC | 1,905 | 162.20 |
| Financial Sense Advisors, Inc. | 1,902 | 161.93 |
| Red Door Wealth Management, LLC | 1,901 | 162.02 |
| Bell Rock Capital Llc | 1,775 | 160.00 |
| Canandaigua National Corp | 1,609 | 162.21 |
| Crown Wealth Group, LLC | 1,566 | 162.20 |
| Hnp Capital Llc | 1,529 | 162.20 |
| My Personal CFO, LLC | 1,505 | 162.13 |
| Canvas Wealth Advisors, LLC | 1,480 | 154.05 |
| Sonora Investment Management, LLC | 1,450 | 153.79 |
| Hochman Cole Investment Advisors, Inc. | 1,424 | 153.79 |
| Prosperity Consulting Group, LLC | 1,396 | 161.89 |
| WoodTrust Financial Corp | 1,386 | 162.34 |
| Bbva Usa | 1,386 | 153.68 |
| Fulton Bank, N.a. | 1,381 | 162.20 |
| Caerus Investment Advisors, LLC | 1,363 | 150.40 |
| Weitzel Financial Services, Inc. | 1,354 | 162.48 |
| GSB Wealth Management, LLC | 1,350 | 162.22 |
| Sanctuary Wealth Management, L.L.C. | 1,324 | 162.39 |
| Virginia National Bank | 1,300 | 162.31 |
| South Shore Capital Advisors | 1,300 | 162.31 |
| Cottage Street Advisors LLC | 1,270 | 162.20 |
| Buffington Mohr McNeal | 1,268 | 162.46 |
| Monte Financial Group, LLC | 1,255 | 162.55 |
| Resource Consulting Group Inc | 1,252 | 162.14 |
| Reilly Financial Advisors, Llc | 1,165 | 171.67 |
| Tfo-tdc, Llc | 1,064 | 162.59 |
| Tradewinds Capital Management, LLC | 845 | 162.13 |
| TVEAX - Guggenheim RBP Dividend Fund Class A | 546 | 153.85 |
| Farmers & Merchants Trust Co of Chambersburg PA | 321 | |
| Wealth Quarterback LLC | 273 | |
| Timber Creek Capital Management LLC | 240 | 158.33 |
| Investmark Advisory Group LLC | 176 | 170.45 |
| Security National Trust Co | 150 | 153.33 |
| Thompson Siegel & Walmsley Llc | 101 | 158.42 |
| First Command Advisory Services, Inc. | 70 | |
| Paladin Advisory Group, LLC | 59 | 152.54 |
| Marquette Asset Management, LLC | 7 | 142.86 |
| Alesco Advisors Llc | ||
| CX Institutional | ||
| B&D White Capital Company, LLC | ||
| Sumitomo Mitsui Financial Group, Inc. | ||
| Banque Cantonale Vaudoise | ||
| Millennium Management Llc | ||
| Strategic Equity Management | ||
| Lion Street Advisors, LLC | ||
| BEAM Asset Management, LLC | ||
| Spectrum Planning & Advisory Services Inc. | ||
| Bouchey Financial Group Ltd | ||
| Banque Pictet & Cie Sa | ||
| Barclays Plc | ||
| Fulcrum Capital LLC | ||
| Inscription Capital, LLC | ||
| Trexquant Investment LP | ||
| Cooper Financial Group | ||
| Centerpoint Advisors, LLC | ||
| Angeles Investment Advisors, LLC | ||
| Krs Capital Management, Llc | ||
| Aries Wealth Management | ||
| Empire Life Investments Inc. | ||
| Cassady Schiller Wealth Management, LLC | ||
| Glovista Investments LLC | ||
| Goldstream Capital Management Ltd | ||
| Delta Asset Management Llc/tn | ||
| Northstar Advisory Group, LLC | ||
| Transparent Wealth Partners LLC | ||
| Voya Financial Advisors, Inc. | ||
| Capital Square, LLC | ||
| Huntington National Bank | ||
| High Falls Advisors, Inc | ||
| Seven Post Investment Office LP | ||
| Howard Capital Management Inc. | ||
| Virtu Financial LLC | ||
| King Luther Capital Management Corp | ||
| WESPAC Advisors SoCal, LLC | ||
| Paradigm Financial Partners, Llc | ||
| Renaissance Technologies Llc | ||
| Truvestments Capital Llc | ||
| StoneX Group Inc. | ||
| Beta Wealth Group, Inc. | ||
| Sather Financial Group Inc | ||
| TFC Financial Management | ||
| Strategic Advisors LLC | ||
| Strategic Family Wealth Counselors, L.L.C. | ||
| Leverty Financial Group, LLC | ||
| Guggenheim Capital Llc | ||
| Absolute Capital Management, LLC | ||
| B & T Capital Management DBA Alpha Capital Management | ||
| Ironwood Financial, llc | ||
| Squarepoint Ops LLC | ||
| Guidance Point Advisors, LLC | ||
| Fft Wealth Management Llc | ||
| Cloverfields Capital Group, Lp | ||
| Parisi Gray Wealth Management | ||
| Lake Street Advisors Group, Llc | ||
| Boothbay Fund Management, Llc | ||
| Atlantic Union Bankshares Corp | ||
| Columbia Advisory Partners Llc | ||
| Monticello Wealth Management, Llc | ||
| Fsb Premier Wealth Management, Inc. | ||
| Group One Trading, L.p. | ||
| Koss-Olinger Consulting, LLC | ||
| Investors Financial Group, LLC | ||
| Executive Wealth Management, LLC | ||
| Fisher Asset Management, LLC | ||
| Cable Hill Partners, LLC | ||
| Whelan Financial | ||
| Cullen Capital Management, LLC | ||
| Granite Investment Advisors, LLC | ||
| Interchange Capital Partners, LLC | ||
| Hoey Investments, Inc | ||
| Danda Trouve Investment Management, Inc. | ||
| Old Republic International Corp | ||
| AXS Investments LLC | ||
| Mystic Asset Management, Inc. | ||
| St. James Investment Advisors, LLC | ||
| Savior LLC | ||
| PRW Wealth Management LLC | ||
| MAS Advisors LLC | ||
| Retirement Planning Co of New England, Inc. | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| ForthRight Wealth Management, LLC | ||
| Kowal Investment Group, LLC | ||
| Confluence Wealth Services, Inc. | ||
| Sargent Investment Group, LLC | ||
| Clarity Financial LLC | ||
| Country Trust Bank | ||
| JBF Capital, Inc. | ||
| Triumph Capital Management | ||
| Private Asset Management Inc | ||
| MEMBERS Trust Co | ||
| Drexel Morgan & Co. | ||
| IronBridge Private Wealth, LLC | ||
| Qube Research & Technologies Ltd | ||
| Wolverine Trading, Llc | ||
| Archvest Wealth Advisors, Inc. | ||
| Lyell Wealth Management, Lp | ||
| Credit Suisse Ag/ | ||
| Schroder Investment Management Group | ||
| Colonial River Wealth Management, LLC | ||
| Cordatus Wealth Management LLC | ||
| Engrave Wealth Partners LLC | ||
| Pictet North America Advisors SA | ||
| Goodwin Investment Advisory | ||
| Performa Ltd (US), LLC | ||
| Godsey & Gibb Associates | ||
| Viridian Ria, Llc | ||
| Edge Wealth Management LLC | ||
| Bingham Osborn & Scarborough Llc | ||
| First Hawaiian Bank | ||
| Grant Street Asset Management, Inc. | ||
| Ntv Asset Management Llc | ||
| Arjuna Capital | ||
| Avenue 1 Advisors, LLC | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Richmond Brothers, Inc. | ||
| Moisand Fitzgerald Tamayo, LLC | ||
| Praetorian Wealth Management, Inc. | ||
| Fifth Third Securities, Inc. | ||
| Blueshift Asset Management, LLC | ||
| Noesis Capital Mangement Corp | ||
| Marathon Capital Management | ||
| CBIZ Investment Advisory Services, LLC | ||
| BlueCrest Capital Management Ltd | ||
| Stonnington Group, Llc | ||
| Man Group plc | ||
| Horan Securities, Inc. | ||
| First Commonwealth Financial Corp /pa/ | ||
| Total Clarity Wealth Management, Inc. | ||
| New World Advisors LLC | ||
| First National Bank of South Miami | ||
| Schaper Benz & Wise Investment Counsel Inc/wi | ||
| Y-Intercept (Hong Kong) Ltd | ||
| SG Americas Securities, LLC | ||
| Dynamic Technology Lab Private Ltd | ||
| Cornerstone Wealth Group, LLC | ||
| Allen Investment Management LLC | ||
| Marshall Wace, Llp | ||
| Ckw Financial Group | ||
| Personal Wealth Partners | ||
| Hrt Financial Lp | ||
| Widmann Financial Services, Inc. | ||
| Atlas Private Wealth Advisors | ||
| Firethorn Wealth Partners, Llc | ||
| Wolverine Trading, Llc | ||
| Wolverine Trading, Llc | ||
| Perennial Advisors, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealthfront Advisers Llc | 5,899,699 | 143.47 | 5,942,941 | 162.16 |
| HB Wealth Management, LLC | 3,377,044 | 143.47 | 3,301,025 | 162.16 |
| Commonwealth Equity Services, Llc | 2,219,242 | 143.47 | 2,171,453 | 162.16 |
| Truist Financial Corp | 1,632,839 | 143.47 | 1,491,537 | 162.16 |
| Cambridge Investment Research Advisors, Inc. | 1,137,982 | 143.47 | 1,126,981 | 162.16 |
| Aspiriant, Llc | 1,053,043 | 143.47 | 739,014 | 162.15 |
| Joel Isaacson & Co., LLC | 929,652 | 143.47 | 924,620 | 159.32 |
| Berkshire Money Management, Inc. | 748,302 | 143.47 | 834,822 | 162.16 |
| Retirement Planning Group | 673,576 | 143.47 | 644,685 | 162.16 |
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 617,925 | 153.86 | 616,875 | 162.64 |
| Private Advisor Group, LLC | 512,985 | 143.47 | 526,448 | 162.16 |
| Perfromance Wealth Partners, LLC | 476,325 | 143.47 | 476,373 | 162.16 |
| Adviser Investments LLC | 374,321 | 143.47 | 393,063 | 162.16 |
| MAI Capital Management | 358,590 | 143.47 | 317,142 | 162.16 |
| Wealth Enhancement Advisory Services, Llc | 355,261 | 145.87 | 364,861 | 162.95 |
| DAVENPORT & Co LLC | 354,183 | 143.47 | 314,184 | 162.16 |
| Paragon Capital Management Ltd | 349,673 | 143.47 | 391,888 | 162.16 |
| BT Wealth Management LLC | 310,662 | 143.95 | 311,485 | 162.16 |
| Bard Financial Services, Inc. | 278,397 | 143.47 | 275,455 | 162.16 |
| Arlington Partners LLC | 276,930 | 143.47 | 271,980 | 162.16 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| PFG Advisors | 606,635 | 90.71 | 0 | |
| Susquehanna International Group, Llp | 192,500 | 162.16 | 114,579 | 162.16 |
| Family CFO Inc | 68,385 | 143470.10 | 68,193 | 162.16 |
| Westside Investment Management, Inc. | 34,375 | 14.08 | 39,482 | 12.31 |
| Beacon Capital Management, LLC | 16,028 | 162.22 | 16,056 | 162.18 |
| Gunma Bank,Ltd. | 16,000 | 143.50 | 0 | |
| Arkadios Wealth Advisors | 4,756 | 0.21 | 5,116 | 0.20 |
| Charles Schwab Trust Co | 2,321 | 143.47 | 0 | |
| Coho Partners, Ltd. | 1,679 | 143.54 | 0 | |
| Enhancing Capital LLC | 1,400 | 171.43 | 1,400 | 162.14 |
| Mizuho Securities Co. Ltd. | 33 | 181.82 | 36 | 166.67 |
| LS Investment Advisors, LLC | 9 | 111.11 | 0 |
| 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 |
|---|---|---|---|---|
| Susquehanna International Group, Llp | 77,921 | 192,500 | 114,579 | 68.01 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Cypress Financial Planning Llc | 90,447 | 143.47 |
| Momentum Advisors, LLC | 28,384 | 143.46 |
| Brightworth | 17,392 | 143.46 |
| Sage Financial Group Inc | 4,106 | 143.45 |
| Lutz Financial Services LLC | 3,890 | 143.44 |
| CFO4Life Group, LLC | 2,150 | 144.19 |
| Steward Financial Group LLC | 72 | 138.89 |
| Arrow Financial Corp | 69 | 144.93 |
| Name | Shares | PPS |
|---|---|---|
| Thompson Siegel & Walmsley Llc | 101 | 158.42 |
| Cottage Street Advisors LLC | 1,270 | 162.20 |
| Hnp Capital Llc | 1,529 | 162.20 |
| Canvas Wealth Advisors, LLC | 1,480 | 154.05 |
| GSB Wealth Management, LLC | 1,350 | 162.22 |
| Crown Wealth Group, LLC | 1,566 | 162.20 |
| Retireful, LLC | 5,440 | 162.13 |
| Monte Financial Group, LLC | 1,255 | 162.55 |
| First Command Advisory Services, Inc. | 70 | |
| Sanctuary Wealth Management, L.L.C. | 1,324 | 162.39 |
| Tradewinds Capital Management, LLC | 845 | 162.13 |
| Trinity Financial Advisors LLC | 2,297 | 162.39 |
| WoodTrust Financial Corp | 1,386 | 162.34 |
| Teamwork Financial Advisors, LLC | 6,310 | 162.12 |
| Prosperity Consulting Group, LLC | 1,396 | 161.89 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Wealthfront Advisers Llc | 5,899,699 | 143.47 | 5,942,941 | 162.16 |
| Truist Financial Corp | 1,632,839 | 143.47 | 1,491,537 | 162.16 |
| Aspiriant, Llc | 1,053,043 | 143.47 | 739,014 | 162.15 |
| Arlington Partners LLC | 276,930 | 143.47 | 271,980 | 162.16 |
| Planning Alternatives Ltd /adv | 263,889 | 143.47 | 261,974 | 162.16 |
| JNBA Financial Advisors | 239,200 | 143.47 | 239,195 | 162.16 |
| Corbenic Partners LLC | 160,878 | 143.47 | 163,934 | 162.16 |
| Smith Anglin Financial, LLC | 144,331 | 143.47 | 156,425 | 162.16 |
| Edmonds Duncan Registered Investment Advisors, LLC | 144,050 | 143.47 | 150,426 | 162.16 |
| McCarthy Asset Management, Inc. | 138,075 | 143.47 | 138,769 | 162.16 |
| Financial Advisory Corp /ut/ /adv | 133,547 | 143.47 | 178,723 | 162.16 |
| Capital Advantage, Inc. | 128,730 | 143.47 | 132,384 | 162.16 |
| SimpliFi, Inc. | 118,218 | 143.47 | 117,491 | 162.16 |
| Walker Asset Management, LLC | 108,314 | 152.21 | 1,747 | 161.99 |
| CRA Financial Services, LLC | 98,163 | 143.48 | 97,357 | 162.16 |
| Stratos Wealth Partners, LTD. | 76,527 | 143.47 | 78,374 | 162.16 |
| Old National Bancorp /in/ | 75,399 | 143.46 | 35,586 | 162.17 |
| Segment Wealth Management, LLC | 66,920 | 143.47 | 66,815 | 162.16 |
| BKD Wealth Advisors, LLC | 65,807 | 143.46 | 59,022 | 162.16 |
| Alpha Cubed Investments, LLC | 58,131 | 143.47 | 58,159 | 162.16 |
| Beacon Investment Advisory Services, Inc. | 57,627 | 143.47 | 6,077 | 162.25 |
| Stratos Wealth Advisors, LLC | 56,980 | 143.47 | 56,349 | 162.17 |
| D.B. Root & Company, LLC | 55,018 | 143.46 | 52,747 | 162.15 |
| White Lighthouse Investment Management Inc. | 54,215 | 143.47 | 50,758 | 162.16 |
| Security Financial Services, INC. | 53,960 | 143.48 | 54,539 | 162.16 |
| Ogorek Anthony Joseph /ny/ /adv | 49,770 | 143.46 | 53,653 | 162.13 |
| Monument Capital Management | 48,592 | 143.46 | 129,573 | 162.16 |
| Weaver Consulting Group | 48,586 | 143.48 | 48,309 | 162.16 |
| Safir Wealth Advisors, LLC | 47,916 | 143.48 | 48,523 | 162.17 |
| WASHINGTON TRUST Co | 47,713 | 143.48 | 47,881 | 162.15 |
| Forbes J M & Co Llp | 47,531 | 143.46 | 47,491 | 162.16 |
| Defined Wealth Management, Llc | 42,985 | 143.47 | 43,604 | 162.16 |
| Hohimer Wealth Management, Llc | 42,401 | 143.46 | 84,125 | 162.16 |
| Litman Gregory Asset Management LLC | 41,780 | 143.47 | 41,780 | 162.16 |
| Reitz Capital Advisors LLC | 41,395 | 143.47 | 46,921 | 162.17 |
| Pathway Financial Advisors LLC | 41,237 | 143.46 | 41,036 | 162.15 |
| Orion Capital Management LLC | 40,013 | 143.48 | 36,736 | 162.16 |
| Roger Wittlin Investment Advisory, LLC | 39,155 | 143.46 | 39,135 | 162.16 |
| Mcdonald Partners Llc | 38,749 | 143.46 | 38,083 | 162.17 |
| Amplius Wealth Advisors, LLC | 38,248 | 143.46 | 53,796 | 162.15 |
| Spire Wealth Management | 37,150 | 143.47 | 44,895 | 162.29 |
| Hollencrest Capital Management | 35,904 | 143.47 | 35,739 | 162.15 |
| Umb Bank N A/mo | 33,550 | 143.46 | 33,650 | 162.17 |
| Jmac Enterprises Llc | 32,220 | 143.48 | 31,991 | 162.17 |
| Signature Securities Group Corporation | 29,127 | 143.48 | 28,833 | 162.14 |
| Trust Co Of Vermont | 29,090 | 143.45 | 27,616 | 162.15 |
| Canal Capital Management, LLC | 25,675 | 143.49 | 25,482 | 162.15 |
| Savant Capital, LLC | 24,144 | 143.47 | 25,559 | 162.17 |
| Geneos Wealth Management Inc. | 23,531 | 144.83 | 22,323 | 162.12 |
| Leo H. Evart, Inc. | 23,469 | 143.47 | 23,101 | 162.16 |
| American Institute for Advanced Investment Management, LLP | 22,834 | 143.47 | 23,039 | 162.16 |
| Trilogy Capital Inc. | 20,427 | 143.49 | 17,723 | 162.16 |
| Charter Oak Capital Management, LLC | 18,961 | 143.45 | 16,448 | 171.75 |
| Patton Albertson Miller Group, Llc | 17,449 | 143.45 | 18,174 | 162.15 |
| Regions Financial Corp | 17,303 | 143.44 | 18,403 | 162.20 |
| Northstar Asset Management Llc | 16,760 | 143.50 | 15,280 | 162.17 |
| Winthrop Advisory Group LLC | 16,119 | 143.50 | 15,771 | 162.13 |
| First Command Bank | 15,969 | 143.47 | 34,262 | 162.13 |
| First Command Financial Services, Inc. | 15,969 | 143.47 | 34,262 | 162.13 |
| Beacon Financial Advisory LLC | 15,486 | 143.48 | 14,860 | 162.18 |
| Aevitas Wealth Management, Inc. | 15,433 | 143.46 | 15,584 | 162.15 |
| Guyasuta Investment Advisors Inc | 15,340 | 143.48 | 15,340 | 162.19 |
| Bristlecone Advisors, LLC | 14,932 | 143.45 | 14,880 | 162.16 |
| Cornell Pochily Investment Advisors, Inc. | 14,802 | 143.49 | 17,187 | 162.16 |
| Sandy Spring Bank | 14,507 | 143.45 | 13,320 | 162.16 |
| Capital Investment Advisory Services, LLC | 13,033 | 143.48 | 11,595 | 162.14 |
| Round Rock Advisors, LLC | 12,891 | 143.51 | 13,189 | 162.18 |
| Secure Asset Management, LLC | 12,817 | 143.48 | 13,281 | 162.19 |
| Matthew Goff Investment Advisor, LLC | 12,481 | 143.50 | 12,482 | 162.15 |
| Grimes & Company, Inc. | 12,211 | 143.48 | 12,205 | 162.15 |
| Walter & Keenan Financial Consulting Co /mi/ /adv | 11,381 | 143.48 | 11,228 | 162.18 |
| TruWealth Advisors, LLC | 11,037 | 143.43 | 58,584 | 162.16 |
| Saxon Interests, Inc. | 10,858 | 143.49 | 10,773 | 162.16 |
| Townsend Asset Management Corp /nc/ /adv | 10,389 | 143.52 | 12,045 | 162.14 |
| HBC Financial Services, PLLC | 10,014 | 145869.98 | 8,273 | 155049.92 |
| Everett Harris & Co /ca/ | 9,794 | 143.46 | 7,353 | 162.11 |
| Darrow Company, Inc. | 8,760 | 143.38 | 8,785 | 162.09 |
| Brandywine Oak Private Wealth Llc | 8,623 | 143.45 | 10,016 | 162.14 |
| TFG Advisers LLC | 8,451 | 143.41 | 8,739 | 162.15 |
| Wedbush Securities Inc | 8,190 | 143.47 | 8,483 | 162.21 |
| Sequoia Financial Advisors, LLC | 7,630 | 143.51 | 6,035 | 162.22 |
| Madison Wealth Partners, Inc | 7,284 | 143.47 | 5,287 | 162.10 |
| Successful Portfolios LLC | 7,200 | 143.47 | 6,875 | 162.18 |
| LeJeune Puetz Investment Counsel LLC | 7,000 | 143.43 | 7,000 | 162.14 |
| Nadler Financial Group, Inc. | 6,936 | 143.45 | 6,936 | 162.20 |
| Crescent Grove Advisors, LLC | 6,903 | 143.42 | 5,561 | 162.20 |
| SNS Financial Group, LLC | 6,584 | 143.53 | 7,023 | 162.18 |
| Highview Capital Management LLC/DE/ | 6,532 | 143.45 | 6,532 | 162.12 |
| Cooper/haims Advisors, Llc | 6,431 | 143.52 | 6,987 | 162.16 |
| Autus Asset Management, LLC | 6,311 | 143.40 | 1,166 | 162.09 |
| Chicago Capital, LLC | 6,265 | 143.50 | 6,265 | 162.17 |
| Institute for Wealth Management, LLC. | 6,229 | 143.52 | 6,291 | 162.14 |
| Lakeview Capital Partners, LLC | 6,122 | 143.42 | 6,000 | 162.17 |
| Horizon Financial Services, Llc | 6,111 | 143.51 | 6,134 | 162.21 |
| Cadence Bank Na | 5,795 | 143.57 | 5,795 | 162.04 |
| Lincoln Capital Corp | 5,475 | 143.38 | 5,475 | 162.19 |
| Hemington Wealth Management | 5,348 | 143.42 | 5,348 | 162.12 |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,335 | 143.39 | 5,332 | 162.23 |
| Bnc Wealth Management, Llc | 5,069 | 143.42 | 4,882 | 162.23 |
| Galvin, Gaustad & Stein, LLC | 4,860 | 143.42 | 5,382 | 162.21 |
| Willner & Heller, Llc | 4,500 | 143.56 | 4,595 | 171.71 |
| PrairieView Partners, LLC | 4,465 | 143.56 | 3,925 | 162.29 |
| SOL Capital Management CO | 4,404 | 143.51 | 4,336 | 162.13 |
| Capital Management Corp /va | 4,400 | 143.41 | 4,400 | 162.27 |
| Gemmer Asset Management LLC | 4,058 | 143.42 | 4,371 | 161.98 |
| Altium Wealth Management LLC | 3,878 | 143.37 | 4,858 | 162.21 |
| Demars Financial Group, LLC | 3,760 | 143.35 | 7,248 | 162.11 |
| Blossom Wealth Management | 3,648 | 143.37 | 3,560 | 162.08 |
| Howland Capital Management Llc | 3,620 | 143.37 | 3,620 | 162.15 |
| Capital Planning LLC | 3,510 | 143.59 | 3,553 | 162.12 |
| Covenant Asset Management, LLC | 3,383 | 143.36 | 3,233 | 162.08 |
| Schrum Private Wealth Management LLC | 3,375 | 143.41 | 3,351 | 155.77 |
| Dixon Hubard Feinour & Brown Inc/va | 3,367 | 143.45 | 3,367 | 162.16 |
| First Personal Financial Services | 3,168 | 143.62 | 3,368 | 162.11 |
| Lester Murray Antman dba SimplyRich | 3,102 | 143.46 | 3,102 | 162.15 |
| CWA Asset Management Group, LLC | 2,943 | 143.39 | 2,690 | 162.08 |
| SignalPoint Asset Management, LLC | 2,839 | 143.36 | 2,709 | 162.05 |
| Hengehold Capital Management Llc | 2,694 | 143.65 | 3,112 | 162.28 |
| FirstPurpose Wealth LLC | 2,622 | 143.40 | 4,106 | 162.20 |
| Measured Wealth Private Client Group, LLC | 2,613 | 143.51 | 2,597 | 162.11 |
| PBMares Wealth Management LLC | 2,581 | 143.36 | 2,768 | 162.21 |
| Websterrogers Financial Advisors, Llc | 2,499 | 143.66 | 2,613 | 162.65 |
| Spinnaker Trust | 2,458 | 143.61 | 1,730 | 162.43 |
| Rice Partnership, LLC | 2,409 | 143.63 | 2,409 | 162.31 |
| Aurora Private Wealth, Inc. | 2,249 | 143.62 | 2,270 | 162.11 |
| Alpha Omega Wealth Management LLC | 2,247 | 143.30 | 2,361 | 162.22 |
| Culbertson A N & Co Inc | 2,232 | 143.37 | 2,232 | 161.74 |
| Access Financial Services, Inc. | 2,217 | 143.44 | 2,217 | 162.38 |
| Means Investment Co., Inc. | 2,173 | 143.58 | 1,612 | 161.91 |
| Lake Hills Wealth Management, LLC | 2,093 | 143.33 | 4,100 | 162.20 |
| Accredited Investors Inc. | 2,072 | 143.34 | 2,030 | 162.07 |
| Welch & Forbes Llc | 1,961 | 143.29 | 1,961 | 162.67 |
| Shulman DeMeo Asset Management LLC | 1,956 | 143.66 | 1,953 | 162.31 |
| Maryland Capital Advisors Inc. | 1,727 | 143.60 | 1,727 | 162.13 |
| Welch Group, LLC | 1,715 | 143.44 | 1,994 | 161.99 |
| First City Capital Management, Inc. | 1,662 | 143.20 | 1,692 | 161.94 |
| LVW Advisors, LLC | 1,640 | 143.29 | 1,640 | 162.20 |
| Neumann Capital Management, LLC | 1,636 | 143.64 | 1,772 | 161.96 |
| Round Table Services, LLC | 1,617 | 143.48 | 3,043 | 162.01 |
| Lee Danner & Bass Inc | 1,600 | 143.12 | 1,600 | 161.88 |
| Bowling Portfolio Management LLC | 1,599 | 143.21 | 1,599 | 161.98 |
| Financial Connections Group, Inc. | 1,593 | 143.13 | 1,645 | 161.70 |
| Hendershot Investments Inc. | 1,550 | 143.23 | 1,550 | 161.94 |
| Ellsworth Advisors, LLC | 1,546 | 143.60 | 1,546 | 163.65 |
| Libra Wealth Llc | 1,508 | 143.24 | 1,508 | 161.80 |
| Courier Capital Llc | 1,503 | 143.71 | 1,529 | 162.20 |
| Boston Trust Walden Corp | 1,491 | 143.53 | 1,491 | 162.31 |
| Dearborn Partners Llc | 1,439 | 143.15 | 1,854 | 162.35 |
| Meritage Portfolio Management | 1,413 | 143.67 | 1,857 | 162.09 |
| JTC Employer Solutions Trusteee Ltd | 1,375 | 143.27 | 1,375 | 162.18 |
| Central Bank & Trust Co | 1,320 | 143.18 | 84 | 166.67 |
| Pacifica Partners Inc. | 1,295 | 145.95 | 1,290 | 158.14 |
| Coastal Capital Group, Inc. | 1,196 | 143.81 | 1,243 | 162.51 |
| Private Ocean, LLC | 1,047 | 143.27 | 1,047 | 162.37 |
| Hexagon Capital Partners LLC | 1,022 | 143.84 | 1,022 | 162.43 |
| Hc Financial Advisors Inc | 948 | 143.46 | 929 | 162.54 |
| Macroview Investment Management Llc | 850 | 143.53 | 646 | 162.54 |
| Founders Capital Management | 650 | 143.08 | 766 | 172.32 |
| Atwood & Palmer Inc | 613 | 143.56 | 613 | 161.50 |
| Toth Financial Advisory Corp | 490 | 142.86 | 490 | 161.22 |
| Investors Research Corp | 307 | 143.32 | 669 | 161.43 |
| Canton Hathaway, LLC | 249 | 144.58 | 249 | 160.64 |
| Life Planning Partners, Inc | 248 | 145.16 | 327 | 162.08 |
| Enterprise Trust & Investment Co | 191 | 141.36 | 191 | 162.30 |
| Bogart Wealth, LLC | 173 | 144.51 | 198 | 161.62 |
| Annapolis Financial Services, LLC | 143 | 146.85 | 107 | 158.88 |
| Washington Trust Advisors, Inc. | 108 | 138.89 | 150 | 160.00 |
| Hartford Financial Management Inc. | 100 | 140.00 | 100 | 160.00 |
| Costello Asset Management, INC | 34 | 147.06 | 34 | 176.47 |
| Morton Brown Family Wealth, LLC | 34 | 147.06 | 147 | 163.27 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Family CFO Inc | 68,385 | 143470.10 | 68,193 | 162.16 |
| Gunma Bank,Ltd. | 16,000 | 143.50 | 0 | |
| Charles Schwab Trust Co | 2,321 | 143.47 | 0 | |
| Coho Partners, Ltd. | 1,679 | 143.54 | 0 | |
| Enhancing Capital LLC | 1,400 | 171.43 | 1,400 | 162.14 |
| Mizuho Securities Co. Ltd. | 33 | 181.82 | 36 | 166.67 |
| LS Investment Advisors, LLC | 9 | 111.11 | 0 |
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