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 1,287 183.00 66.59 67.13
Previous Quarter 1,305 185.00 66.59 68.12

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 23 133 136 45 143 30
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 0 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 0 0 0 0 1
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 5 2 29 14 12
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 24,384,253 8.81 40.44 47,766,655 17.26 66.86
Previous Quarter 14,811,934 5.35 66.63 47,369,725 17.12 67.24

Current Quarter Top 20 Holding Institutes

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

Name Shares PPS
Vanguard Group Inc 24,331,473 66.59
VANGUARD GROUP INC 15,666,766
BlackRock Inc. 14,657,663 66.59
State Street Corp 11,940,770 66.59
Janus Henderson Group Plc 10,482,481 66.59
Atlanta Capital Management Co L L C 9,962,612 66.59
BlackRock Inc. 9,574,474
MORGAN STANLEY 9,317,556
Kayne Anderson Rudnick Investment Management Llc 9,075,644 66.59
EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 7,776,840 66.59
JAENX - Janus Henderson Enterprise Fund Class T 7,554,780 66.59
Victory Capital Management Inc 6,987,288 66.59
First Eagle Investment Management, LLC 5,767,316 66.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,739,681 66.59
VETAX - Victory Sycamore Established Value Fund Class A 4,625,000 66.49
VFINX - Vanguard 500 Index Fund Investor Shares 4,584,096 66.59
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 4,515,176 66.59
Geode Capital Management, Llc 4,278,575 66.45
SGENX - First Eagle Global Fund Class A 3,606,812 66.49
Invesco Ltd. 3,377,556 66.59

Previous Quarter Top 20 Holding Institutes

The table below is top 20 listing of institutes holding stock of the company in the previous quarter.

Name Shares PPS
Vanguard Group Inc 24,331,473 66.59
BlackRock Inc. 14,657,663 66.59
State Street Corp 11,940,770 66.59
Janus Henderson Group Plc 10,482,481 66.59
Atlanta Capital Management Co L L C 9,962,612 66.59
Kayne Anderson Rudnick Investment Management Llc 9,075,644 66.59
EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 7,776,840 66.59
JAENX - Janus Henderson Enterprise Fund Class T 7,554,780 66.59
Victory Capital Management Inc 6,987,288 66.59
First Eagle Investment Management, LLC 5,767,316 66.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 5,739,681 66.59
VFINX - Vanguard 500 Index Fund Investor Shares 4,584,096 66.59
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 4,515,176 66.59
Geode Capital Management, Llc 4,278,575 66.45
VETAX - Victory Sycamore Established Value Fund Class A 3,670,000 84.50
SGENX - First Eagle Global Fund Class A 3,504,173 84.50
Invesco Ltd. 3,377,556 66.59
Jpmorgan Chase & Co 3,285,014 66.59
APG Asset Management N.V. 2,748,121 59.85
Spdr S&p 500 Etf Trust 2,281,669 66.59

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 15,666,766
MORGAN STANLEY 9,317,556
Farmer Steven Patrick 1,060,247 68.26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 640,781 66.49
PDP - Invesco DWA Momentum ETF 539,826 66.49
FMEIX - Fidelity Mid Cap Enhanced Index Fund 136,641 90.30
RSEAX - U.S. Strategic Equity Fund Class A 50,822 66.49
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 41,377 66.49
FTA - First Trust Large Cap Value AlphaDEX Fund 32,759 66.49
FEX - First Trust Large Cap Core AlphaDEX Fund 31,082 66.50
FUMIX - Fidelity SAI U.S. Momentum Index Fund 23,085 66.49
TTDAX - Toews Tactical Defensive Alpha Fund 18,500 66.49
FTLS - First Trust Long/Short Equity ETF 14,088 66.51
QAACX - Federated MDT All Cap Core Fund Class A Shares 6,747 66.55
REUYX - Sustainable Equity Fund Class Y 6,657 66.55
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6,083 66.41
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 5,513 66.57
Redpoint Investment Management Pty Ltd 5,066 68.30
QABGX - Federated MDT Balanced Fund Class A Shares 2,786 66.40
CLSE - Convergence Long/Short Equity ETF 2,081 71.12
Name Shares PPS
Manning & Napier Group, LLC 1,688,608 66.59
Citadel Advisors Llc 520,382 66.59
FMEIX - Fidelity Mid Cap Enhanced Index Fund 136,641 90.30
DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 29,845 73.18
Transform Wealth, LLC 12,193 66.60
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 11,789 73.20
Optimal Asset Management, Inc. 9,874 73.22
Contravisory Investment Management, Inc. 8,188 66.56
NorthCoast Asset Management LLC 6,284 73.20
First Mercantile Trust Co 6,181 73.13
World Asset Management Inc 3,787 73.14
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3,514 73.14
DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 3,133 73.09
Heritage Wealth Management, Llc 2,741 73.33
GAOAX - JPMorgan Global Allocation Fund Class A 2,576 79.58
Koshinski Asset Management, Inc. 2,119 66.54
Berman Capital Advisors, LLC 1,996 73.15
MXCCX - Federated Max-Cap Index Fund Class C Shares 1,577 79.90
IFP Advisors, Inc 1,379 83.39
Bbva Usa 1,088 73.53
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class 952 84.03
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 726 73.00
Carroll Financial Associates, Inc. 600 80.00
Parallel Advisors, LLC 358 67.04
PWS - Pacer WealthShield ETF 354 79.10
MML Series Investment Fund II - MML Equity Rotation Fund Class II 348 71.84
DYNF - BlackRock U.S. Equity Factor Rotation ETF 10 100.00
Exane Derivatives 4
GoalVest Advisory LLC 3
Checchi Capital Advisers, LLC
ACVF - American Conservative Values ETF
Hrt Financial Lp
Enterprise Financial Services Corp
MAIMX - Victory Integrity Mid-Cap Value Fund Class A
Shell Asset Management Co
Gillson Capital LP
Savior LLC
Strategic Blueprint, LLC
Capital Analysts, Inc.
Chesapeake Wealth Management
Interval Partners, LP
Moloney Securities Asset Management, LLC
Schonfeld Strategic Advisors LLC
Quantitative Investment Management, LLC
Banque Pictet & Cie Sa
Foster Group, Inc.
MQS Management LLC
Chilton Investment Co Llc
Allegheny Financial Group LTD
American Financial Group Inc
Arlington Partners LLC
Boothbay Fund Management, Llc
Centiva Capital, LP
Holocene Advisors, LP
Meritage Group LP
Stoneridge Investment Partners Llc
Assenagon Asset Management S.A.
FORA Capital, LLC
Capitolis Advisors LLC
Weaver C. Barksdale & Associates, Inc.
FDx Advisors, Inc.
Busey Wealth Management
Marshall Wace, Llp
Ergoteles LLC
Krs Capital Management, Llc
Jump Financial, LLC
LEQAX - LoCorr Dynamic Equity Fund Class A
First Quadrant L P/ca
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
Walleye Capital LLC
Hancock Whitney Investment Services Inc.
Confluence Wealth Services, Inc.
WestEnd Advisors, LLC
Gyon Technologies Capital Management, LP
Crestline Management, LP
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio
Pearl River Capital, LLC
Shay Capital LLC
Brighton Jones Llc
Lakeview Capital Partners, LLC
Arrowstreet Capital, Limited Partnership
Caisse De Depot Et Placement Du Quebec
Delos Wealth Advisors, LLC
Stevens Capital Management Lp
Optiver Holding B.V.
Maverick Capital Ltd
Benjamin F. Edwards & Company, Inc.
PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Kowal Investment Group, LLC
Migdal Insurance & Financial Holdings Ltd.
St. James Investment Advisors, LLC
Alberta Investment Management Corp
AMP Capital Investors Ltd
LNFIX - QS Global Market Neutral Fund Class A
Widmann Financial Services, Inc.
Delphia (USA) Inc.
Marino, Stram & Associates Llc
Aigen Investment Management, Lp
Amplius Wealth Advisors, LLC
Bartlett & Co. LLC
Hourglass Capital, Llc
Zacks Investment Management
Norges Bank
QGRO - American Century STOXX U.S. Quality Growth ETF
Magnetar Financial LLC
Evolution Wealth Advisors, LLC
Paloma Partners Management Co
Maven Securities LTD
Balyasny Asset Management Llc
Squarepoint Ops LLC
Atom Investors LP
Full18 Capital LLC
Kore Private Wealth LLC
Qube Research & Technologies Ltd
Liberty Wealth Management Llc
Berkley W R Corp
MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Value Partners Investments Inc.
Industrial Alliance Investment Management Inc.
Korea Investment CORP
Moneta Group Investment Advisors Llc
HoyleCohen, LLC
Qtron Investments LLC
PEAK6 Investments LLC
MKP Capital Management, L.L.C.
Consolidated Planning Corp
Pacitti Group Inc.
Manteio Capital LLC
Quantbot Technologies LP
PEAK6 Investments LLC
Horizon Financial Services, Llc
Machina Capital S.a.s.
FJ Capital Management LLC
Name Current Shares Current PPS Previous Shares Previous PPS
VETAX - Victory Sycamore Established Value Fund Class A 4,625,000 66.49 3,670,000 84.50
SGENX - First Eagle Global Fund Class A 3,606,812 66.49 3,504,173 84.50
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 1,281,372 66.49 922,524 84.50
HFMCX - THE HARTFORD MIDCAP FUND Class A 1,195,078 66.49 924,503 84.50
RSP - Invesco S&P 500 Equal Weight ETF 1,032,225 66.49 812,626 84.50
PMPRX - MidCap Value Fund I R-3 698,897 66.49 441,238 84.50
FSMDX - Fidelity Mid Cap Index Fund 508,085 66.49 311,030 84.50
SWPPX - Schwab S&P 500 Index Fund 379,393 66.49 246,424 84.50
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 329,973 66.49 219,982 84.50
RPV - Invesco S&P 500 Pure Value ETF 323,849 66.49 181,893 84.50
MERAX - Madison Mid Cap Fund Mid Cap Fund Class A 323,064 66.49 218,716 84.50
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 263,688 66.49 175,792 84.50
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 193,535 66.49 119,762 84.50
FEVAX - First Eagle U.S. Value Fund Class A 187,020 66.49 181,882 84.50
Dfa Investment Trust Co - The U.s. Large Cap Value Series 181,956 66.49 258,623 84.50
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 161,260 66.49 105,037 84.50
DFAC - Dimensional U.S. Core Equity 2 ETF 146,134 66.49 97,423 84.50
RYF - Invesco S&P 500 Equal Weight Financials ETF 121,487 66.49 98,519 84.50
IYF - iShares U.S. Financials ETF 112,007 66.49 82,176 84.50
SPHQ - Invesco S&P 500 Quality ETF 111,825 66.49 69,111 84.50
Name Current Shares Current PPS Previous Shares Previous PPS
Confluence Investment Management Llc 1,060,247 68.26 1,092,706 66.59
America First Investment Advisors, LLC 325,264 68.26 335,716 66.59
Wallington Asset Management, LLC 256,808 68.26 252,305 66.59
YorkBridge Wealth Partners, LLC 224,698 68.26 224,698 66.59
CHURCHILL MANAGEMENT Corp 86,181 68.26 86,249 66.59
Gateway Investment Advisers Llc 78,518 68.26 78,402 66.59
FDLO - Fidelity Low Volatility Factor ETF 60,340 66.49 0
Private Advisor Group, LLC 55,138 68.27 17,615 66.59
Butensky & Cohen Financial Security, Inc 47,750 68.25 49,872 66.59
IFM Investors Pty Ltd 36,697 68.26 36,697 66.60
DnB Asset Management AS 34,107 68.26 32,789 66.58
State of Alaska, Department of Revenue 30,091 68.26 29,471 66.57
Raymond James Trust N.a. 25,223 68.23 26,020 66.56
McLean Asset Management Corp 20,740 67.98 20,709 66.59
Waverton Investment Management Ltd 15,727 68.29 12,877 66.55
Procyon Private Wealth Partners, LLC 15,210 68.24 15,215 66.58
Wealth Quarterback LLC 14,479 66.58 8,961 0.11
Sumitomo Mitsui DS Asset Management Company, Ltd 13,277 68.24 13,180 66.62
Resonant Capital Advisors, LLC 11,476 68.93 10,675 67.35
Cambridge Investment Research Advisors, Inc. 11,138 68.23 11,874 66.62
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
VETAX - Victory Sycamore Established Value Fund Class A 955,000 4,625,000 66.49 3,670,000 84.50 26.02
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 358,848 1,281,372 66.49 922,524 84.50 38.90
HFMCX - THE HARTFORD MIDCAP FUND Class A 270,575 1,195,078 66.49 924,503 84.50 29.27
PMPRX - MidCap Value Fund I R-3 257,659 698,897 66.49 441,238 84.50 58.39
RSP - Invesco S&P 500 Equal Weight ETF 219,599 1,032,225 66.49 812,626 84.50 27.02
FSMDX - Fidelity Mid Cap Index Fund 197,055 508,085 66.49 311,030 84.50 63.36
RPV - Invesco S&P 500 Pure Value ETF 141,956 323,849 66.49 181,893 84.50 78.04
SWPPX - Schwab S&P 500 Index Fund 132,969 379,393 66.49 246,424 84.50 53.96
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 109,991 329,973 66.49 219,982 84.50 50.00
MERAX - Madison Mid Cap Fund Mid Cap Fund Class A 104,348 323,064 66.49 218,716 84.50 47.71
SGENX - First Eagle Global Fund Class A 102,639 3,606,812 66.49 3,504,173 84.50 2.93
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 87,896 263,688 66.49 175,792 84.50 50.00
FSUVX - Fidelity SAI U.S. Low Volatility Index Fund 73,773 193,535 66.49 119,762 84.50 61.60
FDLO - Fidelity Low Volatility Factor ETF 60,340 60,340 66.49 0 0.00
TIEIX - TIAA-CREF Equity Index Fund Institutional Class 56,223 161,260 66.49 105,037 84.50 53.53
DFAC - Dimensional U.S. Core Equity 2 ETF 48,711 146,134 66.49 97,423 84.50 50.00
SPHQ - Invesco S&P 500 Quality ETF 42,714 111,825 66.49 69,111 84.50 61.80
VT - Vanguard Total World Stock Index Fund ETF Shares 38,142 97,317 66.49 59,175 84.50 64.46
Private Advisor Group, LLC 37,523 55,138 68.27 17,615 66.59 213.02
PCSVX - PACE Small/Medium Co Value Equity Investments Class P 34,747 104,242 66.49 69,495 84.50 50.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Dfa Investment Trust Co - The U.s. Large Cap Value Series 76,667 181,956 66.49 258,623 84.50 -29.64
Confluence Investment Management Llc 32,459 1,060,247 68.26 1,092,706 66.59 -2.97
SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 16,150 4,217 90.35 20,367 90.29 -79.29
America First Investment Advisors, LLC 10,452 325,264 68.26 335,716 66.59 -3.11
TOK - iShares MSCI Kokusai ETF 9,174 693 66.38 9,867 84.52 -92.98
QWVPX - Clearwater Core Equity Fund 6,356 2,713 66.72 9,069 66.60 -70.08
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 5,379 2,455 66.40 7,834 84.50 -68.66
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5,118 2,638 66.34 7,756 84.45 -65.99
MNHCX - Pro-Blend(R) Maximum Term Series Class L 4,461 48,716 66.49 53,177 84.49 -8.39
Butensky & Cohen Financial Security, Inc 2,122 47,750 68.25 49,872 66.59 -4.25
FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund 1,693 22,483 66.49 24,176 84.51 -7.00
TLARX - Transamerica Large Core R 1,213 2,178 66.57 3,391 84.64 -35.77
SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 866 1,218 90.31 2,084 90.21 -41.55
Raymond James Trust N.a. 797 25,223 68.23 26,020 66.56 -3.06
Cambridge Investment Research Advisors, Inc. 736 11,138 68.23 11,874 66.62 -6.20
Carmel Capital Partners, LLC 375 5,325 68.17 5,700 66.67 -6.58
PBAIX - Blackrock Tactical Opportunities Fund Institutional 311 9,901 66.46 10,212 84.51 -3.05
Strategy Asset Managers Llc 289 3,958 68.22 4,247 66.64 -6.80
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 269 501 65.87 770 84.42 -34.94
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 247 832 66.11 1,079 84.34 -22.89
Name Current Puts
Name Current Calls
Name
Name Previous Puts
PEAK6 Investments LLC 0
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 Percentage Decrease
Name
JMNAX - JPMorgan Research Market Neutral Fund Class A

Past Week Analysis

Name Shares PPS
Burleson & Company, LLC 19 52.63
Name Shares PPS
Manning & Napier Group, LLC 1,688,608 66.59
Transform Wealth, LLC 12,193 66.60
Contravisory Investment Management, Inc. 8,188 66.56
Koshinski Asset Management, Inc. 2,119 66.54
Exane Derivatives 4
Name Current Shares Current PPS Previous Shares Previous PPS
Pittenger & Anderson Inc 108 64.81 75 66.67
SOA Wealth Advisors, LLC. 13 61 65.57
Name Current Shares Current PPS Previous Shares Previous PPS
Confluence Investment Management Llc 1,060,247 68.26 1,092,706 66.59
America First Investment Advisors, LLC 325,264 68.26 335,716 66.59
Wallington Asset Management, LLC 256,808 68.26 252,305 66.59
YorkBridge Wealth Partners, LLC 224,698 68.26 224,698 66.59
Gateway Investment Advisers Llc 78,518 68.26 78,402 66.59
Private Advisor Group, LLC 55,138 68.27 17,615 66.59
Butensky & Cohen Financial Security, Inc 47,750 68.25 49,872 66.59
IFM Investors Pty Ltd 36,697 68.26 36,697 66.60
Raymond James Trust N.a. 25,223 68.23 26,020 66.56
Waverton Investment Management Ltd 15,727 68.29 12,877 66.55
Procyon Private Wealth Partners, LLC 15,210 68.24 15,215 66.58
Sumitomo Mitsui DS Asset Management Company, Ltd 13,277 68.24 13,180 66.62
Resonant Capital Advisors, LLC 11,476 68.93 10,675 67.35
Cambridge Investment Research Advisors, Inc. 11,138 68.23 11,874 66.62
Symmetry Partners, LLC 7,116 68.30 6,542 66.65
Ritholtz Wealth Management 6,940 68.30 4,555 66.52
Carmel Capital Partners, LLC 5,325 68.17 5,700 66.67
YHB Investment Advisors, Inc. 4,608 68.36 4,633 66.70
Diligent Investors, LLC 4,500 68.22 4,500 66.67
Strategy Asset Managers Llc 3,958 68.22 4,247 66.64
Optimum Investment Advisors 1,757 68.30 1,687 66.39
Pinnacle Bancorp, Inc. 832 68.51 832 66.11
Hoese & Co LLP 450 68.89 300 66.67
Wolff Wiese Magana Llc 436 68.81 448 66.96
Parkside Financial Bank & Trust 427 67.92 182 65.93
CVA Family Office, LLC 322 68.32 322 65.22
Stuart Chaussee & Associates, Inc. 145 68.97 146 68.49
Global Retirement Partners, LLC 127 70.87 123 65.04
Allworth Financial LP 46 65.22 7
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 37,523 55,138 68.27 17,615 66.59 213.02
Wallington Asset Management, LLC 4,503 256,808 68.26 252,305 66.59 1.78
Waverton Investment Management Ltd 2,850 15,727 68.29 12,877 66.55 22.13
Ritholtz Wealth Management 2,385 6,940 68.30 4,555 66.52 52.36
Resonant Capital Advisors, LLC 801 11,476 68.93 10,675 67.35 7.50
Symmetry Partners, LLC 574 7,116 68.30 6,542 66.65 8.77
Parkside Financial Bank & Trust 245 427 67.92 182 65.93 134.62
Hoese & Co LLP 150 450 68.89 300 66.67 50.00
Gateway Investment Advisers Llc 116 78,518 68.26 78,402 66.59 0.15
Sumitomo Mitsui DS Asset Management Company, Ltd 97 13,277 68.24 13,180 66.62 0.74
Optimum Investment Advisors 70 1,757 68.30 1,687 66.39 4.15
Allworth Financial LP 39 46 65.22 7 557.14
Pittenger & Anderson Inc 33 108 64.81 75 66.67 44.00
Global Retirement Partners, LLC 4 127 70.87 123 65.04 3.25
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Confluence Investment Management Llc 32,459 1,060,247 68.26 1,092,706 66.59 -2.97
America First Investment Advisors, LLC 10,452 325,264 68.26 335,716 66.59 -3.11
Butensky & Cohen Financial Security, Inc 2,122 47,750 68.25 49,872 66.59 -4.25
Raymond James Trust N.a. 797 25,223 68.23 26,020 66.56 -3.06
Cambridge Investment Research Advisors, Inc. 736 11,138 68.23 11,874 66.62 -6.20
Carmel Capital Partners, LLC 375 5,325 68.17 5,700 66.67 -6.58
Strategy Asset Managers Llc 289 3,958 68.22 4,247 66.64 -6.80
SOA Wealth Advisors, LLC. 48 13 61 65.57 -78.69
YHB Investment Advisors, Inc. 25 4,608 68.36 4,633 66.70 -0.54
Wolff Wiese Magana Llc 12 436 68.81 448 66.96 -2.68
Procyon Private Wealth Partners, LLC 5 15,210 68.24 15,215 66.58 -0.03
Stuart Chaussee & Associates, Inc. 1 145 68.97 146 68.49 -0.68
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