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 | 1,756 | NaN | 0.00 | 283.47 |
| Previous Quarter | 1,804 | NaN | 0.00 | 291.49 |
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 | 14 | 246 | 397 | 8 | 207 | 129 |
| 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 | 0 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 9 | 19 | 187 | 1 | 100 | 55 |
| 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 | 155,002 | 0.00 | 0.00 | 698,744 | 0.00 | 0.00 |
| Previous Quarter | 155,002 | 0.00 | 0.00 | 698,744 | 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 |
|---|---|---|
| Wells Fargo & Company/mn | 28,447,712 | 237.84 |
| Bank Of America Corp /de/ | 14,998,482 | 237.84 |
| Creative Planning | 7,341,824 | 237.84 |
| UBS Group AG | 6,345,332 | 237.84 |
| Morgan Stanley | 6,000,510 | 237.84 |
| Jones Financial Companies Lllp | 4,526,734 | 237.53 |
| Jpmorgan Chase & Co | 4,434,743 | 237.84 |
| Northwestern Mutual Wealth Management Co | 3,380,811 | 237.84 |
| Raymond James & Associates | 3,063,020 | 237.85 |
| Ameriprise Financial Inc | 3,036,642 | 238.18 |
| Pnc Financial Services Group, Inc. | 2,644,891 | 237.84 |
| Tiaa, Fsb | 2,595,617 | 237.11 |
| LPL Financial LLC | 2,242,303 | 237.84 |
| Envestnet Asset Management Inc | 1,888,756 | 237.84 |
| Bank of New York Mellon Corp | 1,717,900 | 237.84 |
| JMG Financial Group, Ltd. | 1,470,636 | 237.84 |
| Amerivest Investment Management LLC | 1,452,816 | 237.84 |
| Raymond James Financial Services Advisors, Inc. | 1,392,610 | 237.86 |
| Royal Bank Of Canada | 1,221,217 | 237.84 |
| Commonwealth Equity Services, Llc | 928,352 | 196.97 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Wells Fargo & Company/mn | 28,447,712 | 237.84 |
| Bank Of America Corp /de/ | 14,998,482 | 237.84 |
| Creative Planning | 7,341,824 | 237.84 |
| UBS Group AG | 6,345,332 | 237.84 |
| Morgan Stanley | 6,000,510 | 237.84 |
| Jones Financial Companies Lllp | 4,526,734 | 237.53 |
| Jpmorgan Chase & Co | 4,434,743 | 237.84 |
| Northwestern Mutual Wealth Management Co | 3,380,811 | 237.84 |
| Raymond James & Associates | 3,063,020 | 237.85 |
| Ameriprise Financial Inc | 3,036,642 | 238.18 |
| Pnc Financial Services Group, Inc. | 2,644,891 | 237.84 |
| Tiaa, Fsb | 2,595,617 | 237.11 |
| LPL Financial LLC | 2,242,303 | 237.84 |
| Envestnet Asset Management Inc | 1,888,756 | 237.84 |
| Bank of New York Mellon Corp | 1,717,900 | 237.84 |
| JMG Financial Group, Ltd. | 1,470,636 | 237.84 |
| Amerivest Investment Management LLC | 1,452,816 | 237.84 |
| Raymond James Financial Services Advisors, Inc. | 1,392,610 | 237.86 |
| Royal Bank Of Canada | 1,221,217 | 237.84 |
| Commonwealth Equity Services, Llc | 848,754 | 237.84 |
| Name | Shares | PPS |
|---|---|---|
| Karp Capital Management Corp | 4,336 | 196.96 |
| Heritage Financial Services, LLC | 3,584 | 196.71 |
| Westshore Wealth, LLC | 2,293 | 197.12 |
| Libra Wealth Llc | 2,123 | 196.89 |
| Litman Gregory Asset Management LLC | 2,066 | 197.00 |
| Beese Fulmer Investment Management, Inc. | 1,697 | 196.82 |
| Carlson Capital Management | 1,209 | 196.86 |
| Investment Advisory Group, LLC | 1,086 | 197.05 |
| Lehman & Derafelo Financial Resources LLC | 148 | 195.95 |
| Life Planning Partners, Inc | 123 | 195.12 |
| Evensky & Katz LLC | 100 | 200.00 |
| Darrow Company, Inc. | 30 | 166.67 |
| McCutchen Group LLC | 0 | |
| Budros, Ruhlin & Roe, Inc. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Emery Howard Portfolio Management, Inc. | 245,430 | 254.77 |
| OWSMX - Old Westbury Small & Mid Cap Strategies Fund | 201,830 | 252.36 |
| TDSD - Cabana Target Drawdown 13 ETF | 120,810 | 252.36 |
| Berman Capital Advisors, LLC | 115,865 | 236.75 |
| TDSE - Cabana Target Drawdown 16 ETF | 66,265 | 252.37 |
| FSC Wealth Advisors, LLC | 42,334 | 237.85 |
| Alexandria Capital, LLC | 38,755 | 236.77 |
| Ameritas Investment Corp | 33,253 | 0.24 |
| Mid Atlantic Financial Management Inc/adv | 23,373 | 236.77 |
| Financial Sense Advisors, Inc. | 19,928 | 237.86 |
| Johanson Financial Advisors, Inc. | 12,312 | 254.79 |
| Homrich & Berg | 12,165 | 236.74 |
| IFP Advisors, Inc | 9,709 | 254.92 |
| Newport Wealth Strategies, Inc. | 9,200 | 236.74 |
| Spotlight Asset Group, Inc. | 8,671 | 236.77 |
| Hochman Cole Investment Advisors, Inc. | 7,795 | 236.82 |
| Country Club Trust Company, n.a. | 7,087 | 254.97 |
| HighTower Trust Services, LTA | 4,825 | 237.93 |
| Asset Dedication, LLC | 4,009 | 237.72 |
| Rinet Co LLC | 3,644 | 236.83 |
| Bell Rock Capital Llc | 3,574 | 231.95 |
| Carroll Financial Associates, Inc. | 3,031 | 254.70 |
| Farr Miller & Washington Llc/dc | 2,917 | 236.89 |
| Cascadia Advisory Services, LLC | 2,741 | 236.77 |
| First Midwest Bank Trust Division | 2,412 | 254.56 |
| Briggs Advisory Group, Inc. | 2,065 | 237.77 |
| Qci Asset Management Inc/ny | 1,832 | 236.90 |
| ACMAX - Absolute Capital Defender Fund Class A Shares | 1,800 | 236.67 |
| Lvm Capital Management Ltd/mi | 1,535 | 237.79 |
| Orgel Wealth Management, LLC | 1,512 | 238.10 |
| Strategy Asset Managers Llc | 1,379 | 237.85 |
| SevenBridge Financial Group, LLC | 1,334 | 254.87 |
| Rodgers & Associates, LTD | 1,300 | 237.69 |
| Vista Wealth Management Group, LLC | 1,283 | 237.72 |
| Patton Albertson Miller Group, Llc | 1,172 | 238.05 |
| Moseley Investment Management Inc | 1,122 | 237.97 |
| Paragon Wealth Strategies, LLC | 1,078 | 237.48 |
| Coerente Capital Management | 1,000 | 237.00 |
| Green Harvest Asset Management LLC | 996 | 236.95 |
| Madison Wealth Partners, Inc | 995 | 238.19 |
| Pennsylvania Capital Management Inc /adv | 987 | 238.10 |
| Rothschild Investment Corp /il | 985 | 237.56 |
| ETF Portfolio Partners, Inc. | 978 | 238.24 |
| Crescent Grove Advisors, LLC | 971 | 237.90 |
| Elk River Wealth Management, LLC | 971 | 237.90 |
| Richard P Slaughter Associates Inc | 937 | 236.93 |
| JGP Wealth Management, LLC | 916 | 234.72 |
| C2C Wealth Management, LLC | 912 | 237.94 |
| Burns J W & Co Inc/ny | 900 | 237.78 |
| HFG Advisors, Inc. | 897 | 237.46 |
| WealthCare Investment Partners, LLC | 891 | 235.69 |
| Matrix Asset Advisors Inc/ny | 882 | 238.10 |
| Hummer Financial Advisory Services Inc | 870 | 237.93 |
| SNS Financial Group, LLC | 868 | 237.33 |
| Howland Capital Management Llc | 867 | 237.60 |
| MA Private Wealth | 864 | 238.43 |
| Well Done, LLC | 860 | 238.37 |
| Falcon Wealth Planning | 814 | 254.30 |
| Hexagon Capital Partners LLC | 540 | 237.04 |
| McCarthy Asset Management, Inc. | 381 | 238.85 |
| Security National Trust Co | 350 | 237.14 |
| Timber Creek Capital Management LLC | 115 | 234.78 |
| Filbrandt Wealth Management, LLC | 100 | 240.00 |
| Future Financial Wealth Managment LLC | 95 | 242.11 |
| Wealth Quarterback LLC | 42 | |
| First Command Advisory Services, Inc. | 29 | |
| Sonora Investment Management, LLC | 25 | 240.00 |
| Bbva Usa | 25 | 240.00 |
| Hayden Royal, Llc | ||
| Sara-Bay Financial | ||
| Colonial River Wealth Management, LLC | ||
| TFAZX - TFA Tactical Income Fund Class I | ||
| Renaissance Technologies Llc | ||
| Stelac Advisory Services LLC | ||
| NWK Group, Inc. | ||
| Hills Bank & Trust Co | ||
| Balentine LLC | ||
| Sowell Financial Services LLC | ||
| Fifth Third Securities, Inc. | ||
| Flynn Zito Capital Management, Llc | ||
| Econ Financial Services Corp | ||
| Penserra Capital Management LLC | ||
| Ade, Llc | ||
| Atlas Private Wealth Advisors | ||
| Perfromance Wealth Partners, LLC | ||
| Lake Hills Wealth Management, LLC | ||
| Penn Capital Management Co Inc | ||
| Jaffetilchin Investment Partners, LLC | ||
| Aquire Wealth Advisors, LLC | ||
| Northwest Capital Management Inc | ||
| Canton Hathaway, LLC | ||
| Orcam Financial Group | ||
| Krs Capital Management, Llc | ||
| WLTH - LifeGoal Wealth Builder ETF | ||
| Cannon Global Investment Management, LLC | ||
| Advisor Partners Llc | ||
| Steward Financial Group LLC | ||
| Kings Point Capital Management | ||
| Calton & Associates, Inc. | ||
| Options Solutions, Llc | ||
| Renasant Bank | ||
| Red Door Wealth Management, LLC | ||
| RGT Wealth Advisors, LLC | ||
| Vise Technologies, Inc. | ||
| Disciplined Growth Investors Inc /mn | ||
| Axiom Investment Management LLC | ||
| Meristem Family Wealth, LLC | ||
| McLean Asset Management Corp | ||
| Columbia Advisory Partners Llc | ||
| Soundmark Wealth Management, Llc | ||
| Cliftonlarsonallen Wealth Advisors, Llc | ||
| Biltmore Capital Advisors LLC | ||
| Childress Capital Advisors, Llc | ||
| King Luther Capital Management Corp | ||
| Better Money Decisions, LLC | ||
| Capital One Financial Corp | ||
| Philadelphia Trust Co | ||
| Sabal Trust CO | ||
| Personal Wealth Partners | ||
| Personal Cfo Solutions, Llc | ||
| IronBridge Private Wealth, LLC | ||
| Landmark Financial Advisors, LLC | ||
| Andrew Hill Investment Advisors, Inc. | ||
| SG Americas Securities, LLC | ||
| Vanguard Group Inc | ||
| Investors Financial Group, LLC | ||
| Trilogy Capital Inc. | ||
| First Bank & Trust | ||
| Delos Wealth Advisors, LLC | ||
| CHURCHILL MANAGEMENT Corp | ||
| Marino, Stram & Associates Llc | ||
| Mayfair Advisory Group, LLC | ||
| Grimes & Company, Inc. | ||
| McNamara Financial Services, Inc. | ||
| Insight Advisors, LLC/ PA | ||
| Avalon Advisors, Llc | ||
| Ckw Financial Group | ||
| Global Wealth Management Investment Advisory, Inc. | ||
| Mezzasalma Advisors, LLC | ||
| Mattern Capital Management, Llc | ||
| Permanens Capital L.P. | ||
| Fure Financial Corp | ||
| HighMark Wealth Management LLC | ||
| Mcmillion Capital Management Inc | ||
| International Assets Investment Management, Llc | ||
| Elmwood Wealth Management, Inc. | ||
| Heritage Wealth Management, Llc | ||
| Barnett & Company, Inc. | ||
| Johnson Bixby & Associates, LLC | ||
| Kayne Anderson Rudnick Investment Management Llc | ||
| TCI Wealth Advisors, Inc. | ||
| Mount Yale Investment Advisors, LLC | ||
| Atlas Brown,Inc. | ||
| Manhattan West Asset Management, LLC | ||
| Klaas Financial Asset Advisors, LLC | ||
| Diametric Capital, LP | ||
| Moloney Securities Asset Management, LLC | ||
| StoneX Group Inc. | ||
| Perennial Advisors, LLC | ||
| Tempus Wealth Planning, LLC | ||
| Advocacy Wealth Management Services, LLC | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Consolidated Planning Corp | ||
| Tru Independence Asset Management 2, Llc | ||
| Amplius Wealth Advisors, LLC | ||
| D'Orazio & Associates, Inc. | ||
| IMA Wealth, Inc. | ||
| Sterling Investment Management, Inc. | ||
| Merriman Wealth Management, LLC | ||
| CBIZ Investment Advisory Services, LLC | ||
| Flow Traders U.s. Llc | ||
| GeoWealth Management, LLC | ||
| Ford Financial Group, LLC | ||
| Viridian Ria, Llc | ||
| Geneva Partners, LLC | ||
| Avidian Wealth Solutions, LLC | ||
| Simplex Trading, Llc | ||
| Wolverine Trading, Llc | ||
| Hirtle Callaghan & Co LLC | ||
| Huntington National Bank | ||
| Inverness Counsel Llc /ny/ | ||
| Beck Bode, LLC | ||
| Evergreen Advisors, LLC | ||
| Schwab Charitable Fund | ||
| NovaPoint Capital, LLC | ||
| Boothbay Fund Management, Llc | ||
| Parisi Gray Wealth Management | ||
| Cypress Capital, LLC | ||
| Paragon Capital Management Ltd | ||
| Peloton Wealth Strategists | ||
| Core Alternative Capital | ||
| Paradigm Financial Partners, Llc | ||
| Savior LLC | ||
| London Co Of Virginia | ||
| Studio Investment Management Llc | ||
| Arlington Capital Management, Inc. | ||
| Aprio Wealth Management, LLC | ||
| Exchange Traded Concepts, Llc | ||
| Institute for Wealth Management, LLC. | ||
| Goodwin Investment Advisory | ||
| Manning & Napier Group, LLC | ||
| Crestmont Private Wealth LLC | ||
| Credit Suisse Ag/ | ||
| Systematic Alpha Investments, LLC | ||
| HawsGoodwin Investment Management LLC | ||
| Foundations Investment Advisors, LLC | ||
| Cooper Financial Group | ||
| Bingham Osborn & Scarborough Llc | ||
| Ibex Wealth Advisors | ||
| Journey Strategic Wealth Llc | ||
| Phoenix Wealth Advisors | ||
| Trexquant Investment LP | ||
| Barber Financial Group, Inc. | ||
| Raab & Moskowitz Asset Management LLC | ||
| Altus Wealth Group LLC | ||
| Natixis | ||
| Ledyard National Bank | ||
| Hilltop Holdings Inc. | ||
| Redmont Wealth Advisors Llc | ||
| Legacy Financial Advisors, Inc. | ||
| Peachtree Investment Partners, LLC | ||
| Liberty Wealth Management Llc | ||
| Henrickson Nauta Wealth Advisors, Inc. | ||
| Qube Research & Technologies Ltd | ||
| Ingalls & Snyder Llc | ||
| Harbor Financial Services, Llc | ||
| Cabana Llc | ||
| Inscription Capital, LLC | ||
| Betterment LLC | ||
| Claybrook Capital, LLC | ||
| Absolute Capital Management, LLC | ||
| Budros, Ruhlin & Roe, Inc. | ||
| McCutchen Group LLC | ||
| Brandywine Oak Private Wealth Llc | ||
| Cassady Schiller Wealth Management, LLC | ||
| Independent Wealth Network Inc. | ||
| Leith Wheeler Investment Counsel Ltd. | ||
| United Asset Strategies, Inc. | ||
| Hrt Financial Lp | ||
| Zeit Capital LLC | ||
| GM Advisory Group, Inc. | ||
| Wolverine Trading, Llc | ||
| Kowal Investment Group, LLC | ||
| Cowa, Llc | ||
| IFS Advisors, LLC | ||
| Rather & Kittrell, Inc. |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 928,352 | 196.97 | 848,754 | 237.84 |
| Private Advisor Group, LLC | 610,042 | 196.97 | 700,131 | 237.84 |
| Millburn Ridgefield Corp | 587,736 | 196.97 | 449,062 | 237.84 |
| Truist Financial Corp | 558,811 | 196.97 | 577,864 | 237.84 |
| Allworth Financial LP | 492,603 | 196.97 | 484,410 | 237.84 |
| Massmutual Trust Co Fsb/adv | 346,473 | 0.20 | 322,578 | 0.24 |
| Joel Isaacson & Co., LLC | 299,207 | 196.97 | 304,793 | 231.91 |
| Cambridge Investment Research Advisors, Inc. | 250,120 | 196.97 | 318,764 | 237.84 |
| Nadler Financial Group, Inc. | 207,525 | 196.97 | 202,780 | 237.84 |
| Altium Wealth Management LLC | 193,233 | 196.97 | 163,658 | 237.84 |
| Pittenger & Anderson Inc | 190,746 | 196.97 | 187,578 | 237.84 |
| Arkansas Financial Group, Inc. | 163,288 | 196.97 | 156,526 | 237.84 |
| Trust Co Of Virginia /va | 163,092 | 196.97 | 159,335 | 237.84 |
| Connecticut Wealth Management, LLC | 160,416 | 196.97 | 157,628 | 237.84 |
| Acorn Financial Advisory Services Inc /adv | 156,781 | 196.99 | 150,449 | 237.85 |
| GenTrust, LLC | 140,867 | 196.97 | 118,674 | 237.84 |
| Schneider Downs Wealth Management Advisors, LP | 130,596 | 196.97 | 131,002 | 237.84 |
| BLB&B Advisors, LLC | 125,874 | 196.97 | 116,169 | 237.84 |
| Cutler Investment Counsel Llc | 123,348 | 196.97 | 121,057 | 237.84 |
| Ballast, Inc. | 122,073 | 196.96 | 123,036 | 237.83 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| PFG Advisors | 354,025 | 159.75 | 0 | |
| Ellenbecker Investment Group | 17,788 | 0.22 | 17,893 | 0.22 |
| Monterey Private Wealth, Inc. | 2,308 | 197.14 | 4,520 | 126.55 |
| Compass Advisory Group LLC | 2,024 | 197.13 | 0 | |
| Advisory Alpha, LLC | 1,272 | 197.33 | 0 | |
| Tfo-tdc, Llc | 885 | 196.61 | 0 | |
| Activest Wealth Management | 206 | 199.03 | 0 | |
| Vigilant Capital Management, LLC | 88 | 193.18 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
|---|---|
| Wolverine Trading, Llc | 0 |
| 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 | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Heritage Financial Services, LLC | 3,584 | 196.71 |
| Libra Wealth Llc | 2,123 | 196.89 |
| Litman Gregory Asset Management LLC | 2,066 | 197.00 |
| Carlson Capital Management | 1,209 | 196.86 |
| Investment Advisory Group, LLC | 1,086 | 197.05 |
| Lehman & Derafelo Financial Resources LLC | 148 | 195.95 |
| Life Planning Partners, Inc | 123 | 195.12 |
| Evensky & Katz LLC | 100 | 200.00 |
| Darrow Company, Inc. | 30 | 166.67 |
| Name | Shares | PPS |
|---|---|---|
| Coerente Capital Management | 1,000 | 237.00 |
| Howland Capital Management Llc | 867 | 237.60 |
| Falcon Wealth Planning | 814 | 254.30 |
| McCarthy Asset Management, Inc. | 381 | 238.85 |
| Well Done, LLC | 860 | 238.37 |
| Asset Dedication, LLC | 4,009 | 237.72 |
| Briggs Advisory Group, Inc. | 2,065 | 237.77 |
| Patton Albertson Miller Group, Llc | 1,172 | 238.05 |
| First Command Advisory Services, Inc. | 29 | |
| HighTower Trust Services, LTA | 4,825 | 237.93 |
| Hexagon Capital Partners LLC | 540 | 237.04 |
| JGP Wealth Management, LLC | 916 | 234.72 |
| Crescent Grove Advisors, LLC | 971 | 237.90 |
| Madison Wealth Partners, Inc | 995 | 238.19 |
| Rodgers & Associates, LTD | 1,300 | 237.69 |
| C2C Wealth Management, LLC | 912 | 237.94 |
| WealthCare Investment Partners, LLC | 891 | 235.69 |
| Bell Rock Capital Llc | 3,574 | 231.95 |
| SNS Financial Group, LLC | 868 | 237.33 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 928,352 | 196.97 | 848,754 | 237.84 |
| Millburn Ridgefield Corp | 587,736 | 196.97 | 449,062 | 237.84 |
| Truist Financial Corp | 558,811 | 196.97 | 577,864 | 237.84 |
| Nadler Financial Group, Inc. | 207,525 | 196.97 | 202,780 | 237.84 |
| Altium Wealth Management LLC | 193,233 | 196.97 | 163,658 | 237.84 |
| Trust Co Of Virginia /va | 163,092 | 196.97 | 159,335 | 237.84 |
| GenTrust, LLC | 140,867 | 196.97 | 118,674 | 237.84 |
| BLB&B Advisors, LLC | 125,874 | 196.97 | 116,169 | 237.84 |
| Cutler Investment Counsel Llc | 123,348 | 196.97 | 121,057 | 237.84 |
| Phillips Financial Management, Llc | 115,920 | 196.97 | 104,821 | 237.84 |
| Lake Point Wealth Management | 112,787 | 196.97 | 108,716 | 237.84 |
| BCK Partners, Inc. | 112,539 | 196.97 | 110,670 | 237.84 |
| Ellevest, Inc. | 109,803 | 196.97 | 104,123 | 240.48 |
| Foster Victor Wealth Advisors, LLC | 106,689 | 199.72 | 106,357 | 235.00 |
| Wooster Corthell Wealth Management, Inc. | 85,762 | 196.98 | 82,034 | 237.84 |
| SOL Capital Management CO | 83,887 | 196.97 | 82,522 | 237.84 |
| Round Rock Advisors, LLC | 83,214 | 196.97 | 74,594 | 237.85 |
| KFA Private Wealth Group, LLC | 82,108 | 196.97 | 77,892 | 237.84 |
| Pathway Financial Advisors LLC | 75,128 | 196.97 | 68,177 | 237.84 |
| Great Valley Advisor Group, Inc. | 66,126 | 196.97 | 40,093 | 244.41 |
| Northstar Asset Management Llc | 65,939 | 196.97 | 66,789 | 237.84 |
| Tarbox Family Office, Inc. | 65,893 | 196.97 | 67,381 | 237.84 |
| Stratos Wealth Partners, LTD. | 61,019 | 196.97 | 54,262 | 237.85 |
| Wesbanco Bank Inc | 60,429 | 196.97 | 57,978 | 237.83 |
| Umb Bank N A/mo | 59,513 | 196.98 | 61,627 | 237.85 |
| Comerica Securities,inc. | 59,284 | 196.97 | 58,367 | 237.84 |
| BKD Wealth Advisors, LLC | 55,044 | 196.97 | 135,539 | 237.84 |
| Capital Financial Planning, LLC | 53,788 | 196.98 | 54,537 | 237.84 |
| Von Berge Wealth Management Group, LLC | 49,293 | 197.61 | 50,022 | 232.92 |
| Brand Asset Management Group, Inc. | 49,073 | 196.97 | 45,760 | 237.85 |
| Twele Capital Management, Inc. | 47,939 | 196.98 | 46,897 | 237.84 |
| First National Corp /ma/ /adv | 45,128 | 196.97 | 43,064 | 237.83 |
| Whelan Financial | 40,494 | 196.97 | 42,752 | 237.84 |
| Gemmer Asset Management LLC | 39,237 | 196.98 | 45,309 | 237.83 |
| TruWealth Advisors, LLC | 36,795 | 196.96 | 34,969 | 237.84 |
| JNBA Financial Advisors | 36,724 | 196.98 | 37,933 | 237.84 |
| Silverhawk Asset Management, Llc | 36,416 | 196.97 | 36,535 | 237.83 |
| Waller Financial Planning Group, Inc | 36,366 | 196.97 | 34,145 | 237.84 |
| Capital Planning LLC | 35,981 | 196.97 | 35,970 | 237.84 |
| MAI Capital Management | 33,687 | 196.96 | 33,103 | 237.83 |
| Benchmark Financial Wealth Advisors, LLC | 33,033 | 196.98 | 38,036 | 237.85 |
| Annapolis Financial Services, LLC | 32,879 | 196.96 | 31,759 | 237.82 |
| Conrad Siegel Investment Advisors, Inc. | 32,444 | 196.95 | 40,264 | 237.83 |
| Shufro Rose & Co Llc | 27,984 | 196.97 | 26,958 | 237.85 |
| Financial Futures Ltd Liability Co. | 27,478 | 196.96 | 27,233 | 237.84 |
| 4Thought Financial Group Inc. | 27,402 | 196.96 | 21,233 | 237.84 |
| Nikulski Financial, Inc. | 26,248 | 196.97 | 25,908 | 237.84 |
| Tillar-Wenstrup Advisors, LLC | 24,854 | 196.99 | 24,181 | 237.83 |
| Autus Asset Management, LLC | 24,686 | 196.99 | 27,539 | 237.88 |
| Culbertson A N & Co Inc | 24,472 | 196.96 | 24,467 | 237.83 |
| Financial Planning & Information Services, Inc. | 22,193 | 196.95 | 22,900 | 237.86 |
| Ziegler Capital Management, LLC | 20,353 | 196.97 | 19,832 | 237.85 |
| Orin Green Financial, LLC | 19,931 | 199.74 | 17,162 | 237.85 |
| Retirement Guys Formula Llc | 18,449 | 196.98 | 17,636 | 237.81 |
| Hall Capital Management Co Inc | 17,915 | 196.99 | 16,685 | 237.82 |
| Capital Insight Partners, Llc | 17,731 | 196.94 | 16,401 | 237.85 |
| DAVENPORT & Co LLC | 16,799 | 196.98 | 15,828 | 237.81 |
| Mitchell Mcleod Pugh & Williams Inc | 16,638 | 197.02 | 16,480 | 237.86 |
| Atlas Private Wealth Management | 16,564 | 196.99 | 16,520 | 237.83 |
| Stratos Wealth Advisors, LLC | 16,494 | 196.98 | 5,378 | 237.82 |
| Gradient Capital Advisors, LLC | 16,418 | 196.98 | 15,735 | 237.81 |
| Family Legacy, Inc. | 16,046 | 198.74 | 12,227 | 237.83 |
| Omnia Family Wealth, LLC | 15,743 | 196.98 | 15,743 | 237.82 |
| Sequoia Financial Advisors, LLC | 14,988 | 196.96 | 16,267 | 237.84 |
| Sawtooth Solutions, LLC | 14,630 | 196.99 | 12,869 | 237.86 |
| First United Bank Trust/ | 14,235 | 196.98 | 18,732 | 237.83 |
| Galvin, Gaustad & Stein, LLC | 13,439 | 196.96 | 14,511 | 237.82 |
| CRA Financial Services, LLC | 13,280 | 196.99 | 10,783 | 237.87 |
| Camelot Portfolios, LLC | 12,999 | 196.94 | 14,421 | 237.85 |
| Round Table Services, LLC | 12,792 | 197.00 | 9,362 | 237.88 |
| Savant Capital, LLC | 12,538 | 197.00 | 9,738 | 237.83 |
| Conning Inc. | 12,265 | 196.98 | 13,116 | 237.88 |
| Alpha Cubed Investments, LLC | 12,036 | 196.99 | 11,453 | 237.84 |
| Capital Investment Advisory Services, LLC | 11,993 | 196.95 | 10,088 | 237.81 |
| Welch & Forbes Llc | 11,490 | 196.95 | 11,490 | 237.77 |
| Beacon Financial Group | 11,471 | 201.64 | 11,443 | 241.28 |
| White Lighthouse Investment Management Inc. | 11,462 | 197.00 | 11,352 | 237.84 |
| Wedbush Securities Inc | 11,407 | 196.98 | 11,257 | 237.81 |
| Alliance Wealth Advisors, LLC | 9,828 | 196.99 | 9,616 | 237.83 |
| GFS Advisors, LLC | 9,695 | 197.01 | 1,475 | 237.97 |
| Leo H. Evart, Inc. | 9,600 | 196.98 | 10,365 | 237.82 |
| Dixon Hubard Feinour & Brown Inc/va | 9,151 | 197.03 | 9,067 | 237.90 |
| Charles Schwab Trust Co | 8,980 | 196.99 | 8,980 | 237.86 |
| Sandy Spring Bank | 8,932 | 196.93 | 9,418 | 237.84 |
| Patten Group, Inc. | 8,683 | 203.16 | 8,752 | 237.89 |
| Spire Wealth Management | 8,528 | 197.00 | 47,199 | 243.56 |
| Ridgewood Investments LLC | 8,164 | 196.96 | 9,208 | 237.84 |
| Pinnacle Financial Group, LLC / IL | 7,969 | 197.01 | 7,162 | 237.92 |
| Asset Allocation & Management Company, LLC | 7,915 | 196.97 | 7,915 | 237.90 |
| Secure Asset Management, LLC | 7,528 | 197.00 | 8,216 | 237.83 |
| Signature Securities Group Corporation | 7,504 | 196.96 | 7,178 | 237.81 |
| Essex Savings Bank | 7,481 | 197.03 | 7,079 | 237.89 |
| Eastern Bank | 6,828 | 196.98 | 9,246 | 237.83 |
| Clear Harbor Asset Management, LLC | 6,409 | 196.91 | 6,740 | 237.83 |
| Lincoln Capital Corp | 6,257 | 196.90 | 6,257 | 237.81 |
| Brown Miller Wealth Management, LLC | 6,067 | 196.97 | 5,559 | 237.81 |
| Western Wealth Management, LLC | 5,796 | 198.93 | 5,674 | 237.75 |
| Refined Wealth Management | 5,648 | 196.88 | 5,267 | 237.90 |
| Boston Trust Walden Corp | 5,371 | 196.98 | 5,689 | 237.83 |
| Collective Family Office Llc | 5,363 | 196.90 | 3,649 | 237.87 |
| Financial Life Advisors | 5,339 | 197.04 | 5,251 | 237.86 |
| Hnp Capital Llc | 5,209 | 196.97 | 3,650 | 237.81 |
| J2 Capital Management Inc | 5,164 | 196.94 | 5,377 | 237.86 |
| Segment Wealth Management, LLC | 5,128 | 196.96 | 5,123 | 237.75 |
| Covenant Asset Management, LLC | 5,112 | 196.99 | 5,211 | 237.77 |
| Atlantic Union Bankshares Corp | 4,972 | 196.90 | 3,426 | 237.89 |
| Good Life Advisors, LLC | 4,761 | 197.02 | 4,580 | 237.77 |
| American Institute for Advanced Investment Management, LLP | 4,709 | 196.86 | 6,167 | 237.88 |
| Grant/GrossMendelsohn, LLC | 4,559 | 198.73 | 4,191 | 236.46 |
| Cadence Bank Na | 4,539 | 196.96 | 4,380 | 237.67 |
| TFG Advisers LLC | 4,295 | 196.97 | 4,325 | 237.92 |
| Lutz Financial Services LLC | 4,216 | 196.87 | 2,938 | 237.92 |
| Peterson Wealth Advisors, LLC | 4,169 | 196.93 | 3,935 | 237.87 |
| Marotta Asset Management | 3,911 | 199.69 | 3,923 | 237.83 |
| Symphony Financial, Ltd. Co. | 3,880 | 198.45 | 3,863 | 235.31 |
| Trust Co Of Vermont | 3,820 | 197.12 | 3,760 | 237.77 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,688 | 0.27 | 3,018 | 0.33 |
| Courier Capital Llc | 3,670 | 197.00 | 3,650 | 237.81 |
| Global Strategic Investment Solutions, LLC | 3,607 | 196.84 | 3,597 | 237.70 |
| Geneos Wealth Management Inc. | 3,525 | 199.43 | 3,579 | 237.78 |
| Mitchell Sinkler & Starr/pa | 3,298 | 197.09 | 3,298 | 237.72 |
| LeJeune Puetz Investment Counsel LLC | 3,280 | 196.95 | 3,280 | 237.80 |
| First National Bank Sioux Falls | 3,010 | 197.01 | 1,497 | 237.81 |
| Welch Group, LLC | 2,890 | 196.89 | 2,813 | 237.82 |
| Cahaba Wealth Management, Inc. | 2,573 | 196.66 | 2,596 | 218.80 |
| Security Financial Services, INC. | 2,552 | 197.10 | 1,689 | 238.01 |
| Beaumont Asset Management, L.L.C. | 2,255 | 196.90 | 2,267 | 237.76 |
| Arthur M. Cohen & Associates, Llc | 2,224 | 196.94 | 2,222 | 238.07 |
| Providence First Trust Co | 2,033 | 196.75 | 2,033 | 238.07 |
| Octavia Wealth Advisors, LLC | 1,935 | 197.42 | 2,342 | 237.83 |
| Accredited Investors Inc. | 1,873 | 197.01 | 2,021 | 238.00 |
| Mengis Capital Management, Inc. | 1,838 | 196.95 | 1,838 | 237.76 |
| Blossom Wealth Management | 1,831 | 197.16 | 1,782 | 237.93 |
| GSB Wealth Management, LLC | 1,767 | 196.94 | 2,136 | 237.83 |
| Wealthfront Advisers Llc | 1,754 | 196.69 | 1,592 | 238.07 |
| Bogart Wealth, LLC | 1,550 | 196.77 | 948 | 238.40 |
| Columbia Trust Co 01012016 | 1,500 | 196.67 | 1,500 | 232.67 |
| Lathrop Investment Management Corp | 1,376 | 196.95 | 1,376 | 237.65 |
| Fort Pitt Capital Group, Llc | 1,375 | 197.09 | 1,375 | 237.82 |
| Horan Securities, Inc. | 1,362 | 198.97 | 1,417 | 237.83 |
| Byrne Asset Management LLC | 1,323 | 197.28 | 1,613 | 238.07 |
| Intelligence Driven Advisers, LLC | 1,271 | 199.84 | 1,390 | 235.25 |
| Brinker Capital Investments, LLC | 1,256 | 196.66 | 1,348 | 238.13 |
| Buffington Mohr McNeal | 1,253 | 197.13 | 1,253 | 237.83 |
| Element Wealth, LLC | 1,252 | 197.28 | 1,252 | 238.02 |
| Endurance Wealth Management, Inc. | 1,250 | 197.60 | 1,250 | 237.60 |
| Dearborn Partners Llc | 1,212 | 197.19 | 1,211 | 237.82 |
| HT Partners LLC | 1,208 | 197.02 | 1,054 | 238.14 |
| First American Trust, Fsb | 1,137 | 197.01 | 1,334 | 237.63 |
| Ironwood Wealth Management, LLC. | 1,127 | 196.98 | 1,227 | 237.98 |
| Guyasuta Investment Advisors Inc | 1,120 | 197.32 | 1,215 | 237.86 |
| Strategic Capital Advisers, Inc. | 1,116 | 197.13 | 1,116 | 238.35 |
| Clearwater Capital Advisors, LLC | 1,097 | 196.90 | 1,097 | 237.92 |
| Tradewinds Capital Management, LLC | 1,097 | 196.90 | 2,942 | 237.93 |
| Beacon Investment Advisory Services, Inc. | 1,073 | 196.64 | 1,015 | 237.44 |
| Provence Wealth Management Group | 1,045 | 197.13 | 850 | 237.65 |
| Abacus Planning Group, Inc. | 1,034 | 197.29 | 1,181 | 237.93 |
| Claraphi Advisory Network, LLC | 1,021 | 196.87 | 910 | 237.36 |
| Lakeview Capital Partners, LLC | 1,002 | 196.61 | 1,284 | 237.54 |
| Harbor Investment Advisory, Llc | 950 | 196.84 | 432 | 238.43 |
| First Command Bank | 918 | 197.17 | 1,198 | 237.90 |
| First Command Financial Services, Inc. | 918 | 197.17 | 1,198 | 237.90 |
| Clean Yield Group | 908 | 197.14 | 908 | 237.89 |
| North Star Investment Management Corp. | 885 | 196.61 | 885 | 237.29 |
| GPS Wealth Strategies Group, LLC | 771 | 197.15 | 749 | 237.65 |
| PFG Private Wealth Management, LLC | 730 | 197.26 | 233 | 236.05 |
| PrairieView Partners, LLC | 671 | 196.72 | 524 | 238.55 |
| Pacifica Partners Inc. | 546 | 203.30 | 545 | 233.03 |
| Legacy Bridge, LLC | 534 | 196.63 | 534 | 237.83 |
| Vaughan Nelson Investment Management, L.p. | 355 | 197.18 | 355 | 236.62 |
| Founders Capital Management | 303 | 198.02 | 303 | 254.13 |
| Atwood & Palmer Inc | 285 | 196.49 | 355 | 236.62 |
| Provident Wealth Management, LLC | 273 | 197.80 | 273 | 238.10 |
| Financial Connections Group, Inc. | 222 | 193.69 | 222 | 234.23 |
| Evolution Advisers, Inc. | 203 | 197.04 | 203 | 236.45 |
| Dougherty Wealth Advisers LLC | 200 | 195.00 | 200 | 240.00 |
| Hanson & Doremus Investment Management | 188 | 196.81 | 188 | 239.36 |
| Ballast Advisors Llc | 181 | 198.90 | 181 | 237.57 |
| PSI Advisors, LLC | 162 | 197.53 | 162 | 240.74 |
| Orion Capital Management LLC | 143 | 195.80 | 143 | 237.76 |
| Charter Oak Capital Management, LLC | 108 | 194.44 | 75 | 253.33 |
| SYM FINANCIAL Corp | 70 | 200.00 | 134 | 238.81 |
| Money Concepts Capital Corp | 63 | 206.35 | 4,169 | 237.95 |
| Baldwin Brothers Inc/ma | 43 | 186.05 | 43 | 232.56 |
| Investment Research & Advisory Group, Inc. | 39 | 205.13 | 16 | 250.00 |
| Costello Asset Management, INC | 28 | 214.29 | 28 | 250.00 |
| Carolina Wealth Advisors, LLC | 20 | 200.00 | 20 | 250.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Tfo-tdc, Llc | 885 | 196.61 | 0 |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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| Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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