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	821	172.00	40.86	41.03
Previous Quarter	831	195.00	48.32	66.75

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	66	239	505	31	268	196
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	3	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	2	1	0	1	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	2	3	8	0	0	5
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	2,846,750	0.00	0.00	0	0.00	0.00
Previous Quarter	2,752,844	0.00	0.00	0	0.00	0.00

Current Quarter Top 20 Holding Institutes

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

Name	Shares	PPS
Bank Of America Corp /de/	20,292,501	40.86
LPL Financial LLC	5,266,536	40.86
Morgan Stanley	4,915,879	40.86
Harel Insurance Investments & Financial Services Ltd.	2,918,976	40.86
BlackRock Inc.	2,388,685	40.86
Pnc Financial Services Group, Inc.	2,339,691	40.86
Ameriprise Financial Inc	2,161,998	40.56
Phoenix Holdings Ltd.	1,584,380	40.86
Envestnet Asset Management Inc	1,572,912	40.86
Wells Fargo & Company/mn	1,311,274	40.86
UBS Group AG	1,233,052	40.86
Baird Financial Group, Inc.	1,015,332	40.86
Bank Of Nova Scotia	1,000,000	40.86
Cullen Capital Management, LLC	861,405	40.86
CHDEX - Cullen High Dividend Equity Fund Retail Class	835,000	40.86
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	830,000	40.86
Truist Financial Corp	792,815	40.86
Millennium Management Llc	679,194	40.86
Mirae Asset Global Investments Co., Ltd.	659,290	40.86
HighTower Advisors, LLC	642,987	40.87

Previous Quarter Top 20 Holding Institutes

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

Name	Shares	PPS
Bank Of America Corp /de/	13,147,141	48.32
LPL Financial LLC	5,447,633	48.32
Morgan Stanley	4,775,641	48.32
Banco Bilbao Vizcaya Argentaria, S.a.	3,453,152	49.55
Harel Insurance Investments & Financial Services Ltd.	2,943,446	48.32
Pnc Financial Services Group, Inc.	2,628,988	48.32
CHURCHILL MANAGEMENT Corp	2,370,240	48.32
BlackRock Inc.	2,277,569	48.32
Bnp Paribas Arbitrage, Sa	2,056,551	48.32
Envestnet Asset Management Inc	1,755,206	48.32
Phoenix Holdings Ltd.	1,584,380	48.32
UBS Group AG	1,201,137	48.32
Truist Financial Corp	1,033,840	48.32
Bank Of Montreal /can/	1,026,832	48.87
Wells Fargo & Company/mn	1,014,890	48.32
Bank Of Nova Scotia	1,000,000	48.32
Ameriprise Financial Inc	886,141	48.33
Millennium Management Llc	840,088	48.32
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	830,000	48.32
Jefferies Group LLC	727,578	48.32

Recent Quarter Analysis

Recent Quarter 66 New Institutes added position

Name	Shares	PPS
CHDEX - Cullen High Dividend Equity Fund Retail Class	835,000	40.86
Waller Financial Planning Group, Inc	368,154	40.86
Brio Consultants, LLC	200,180	40.75
TACK - Fairlead Tactical Sector ETF	184,813	46.60
XLSR - SPDR(R) SSGA US Sector Rotation ETF	135,894	40.86
Winton Capital Group Ltd	97,013	40.86
Newman Dignan & Sheerar, Inc.	89,505	40.86
Rsm Us Wealth Management Llc	87,062	40.86
Crumly & Associates Inc.	76,265	40.86
Teamwork Financial Advisors, LLC	65,004	40.86
Ellsworth Advisors, LLC	61,984	40.87
Meiji Yasuda Life Insurance Co	61,087	40.86
Steel Peak Wealth Management LLC	53,901	40.85
Trinity Financial Advisors LLC	50,125	40.86
StoneX Group Inc.	39,626	40.86
Bard Financial Services, Inc.	31,600	40.85
Verition Fund Management LLC	30,584	40.87
Parcion Private Wealth LLC	26,732	42.27
Alliancebernstein L.p.	24,429	40.85
Miracle Mile Advisors, LLC	19,670	40.87

Recent Quarter 239 Institutes closed out their positions

Name	Shares	PPS
Banco Bilbao Vizcaya Argentaria, S.a.	3,453,152	49.55
CHURCHILL MANAGEMENT Corp	2,370,240	48.32
Jefferies Group LLC	727,578	48.32
HighTower Advisors, LLC	617,131	48.30
HighTower Advisors, LLC	617,131	48.30
Goldman Sachs Group Inc	517,272	48.32
Dean, Jacobson Financial Services, LLC	439,968	48.32
GM Advisory Group, Inc.	435,976	48.32
Beaumont Capital Management, LLC	144,692	48.32
Jane Street Group, Llc	144,600	48.32
Jane Street Group, Llc	144,600	48.32
Camarda Financial Advisors, LLC	116,099	48.32
Green Harvest Asset Management LLC	99,750	45.75
Paladin Advisory Group, LLC	89,297	49.27
NorthCoast Asset Management LLC	83,713	44.45
Ameritas Investment Corp	73,559	0.04
Cascadia Advisory Services, LLC	66,191	44.45
TAP Consulting, LLC	64,678	48.32
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	63,463	47.96
HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares	62,130	47.82
First American Bank	60,813	51.81
Econ Financial Services Corp	60,084	48.32
Real Estate Management Services Llc	59,000	51.81
Independent Wealth Network Inc.	54,847	48.32
Migdal Insurance & Financial Holdings Ltd.	48,000	48.31
WESPAC Advisors, LLC	38,290	48.32
U.S. Capital Wealth Advisors, LLC	36,237	48.32
Altavista Wealth Management, Inc.	34,652	51.80
Innealta Capital, Llc	33,708	48.33
Northstar Advisory Group, LLC	33,118	48.31
Mount Lucas Management LP	32,349	48.32
BCGM Wealth Management, LLC	32,144	46.60
Country Club Trust Company, n.a.	28,336	51.70
HLRRX - REMS Real Estate Value-Opportunity Fund Institutional Shares	28,000	51.82
Personal Cfo Solutions, Llc	27,486	48.32
Ausdal Financial Partners, Inc.	27,108	48.33
Balyasny Asset Management Llc	26,800	48.32
ACMAX - Absolute Capital Defender Fund Class A Shares	26,600	51.80
Financial Sense Advisors, Inc.	26,561	48.30
Landsberg, Bennett, & Dubbaneh LLC	18,993	44.91
Peterson Wealth Management	17,829	48.29
AAMAX - Absolute Capital Asset Allocator Fund Class A Shares	17,000	51.82
Vontobel Holding Ltd.	15,388	44.45
Kessler Investment Group, LLC	15,264	48.35
HAP Trading, LLC	13,262	48.33
Eqis Capital Management, Inc.	13,150	48.29
Fulcrum Equity Management	13,015	48.33
AMJ Financial Wealth Management	13,011	48.34
Marshall Wace, Llp	12,342	48.37
Absolute Capital Management, LLC	11,531	48.30
3D/L Capital Management, LLC	11,429	48.30
Avestar Capital, LLC	10,698	48.33
Y-Intercept (Hong Kong) Ltd	10,306	48.32
Pekin Hardy Strauss, Inc.	10,075	48.34
Valeo Financial Advisors, LLC	9,935	48.31
Vista Finance, Llc	9,524	48.30
AlphaStar Capital Management, LLC	9,430	48.36
ProVise Management Group, LLC	9,241	48.37
Good Life Advisors, LLC	8,932	48.37
Two Sigma Securities, Llc	8,406	48.30
Flow Traders U.s. Llc	7,724	48.29
Zacks Investment Management	7,695	48.34
Money Concepts Capital Corp	7,538	48.29
Financial Architects, Inc	6,989	48.36
Occidental Asset Management, LLC	6,944	48.39
NEXT Financial Group, Inc	6,714	51.83
CIBC World Markets Inc.	6,423	48.26
QALTX - Quantified Alternative Investment Fund Investor Class Shares	6,418	44.41
Twin Tree Management, LP	6,400	48.28
Moors & Cabot, Inc.	6,003	48.31
Prio Wealth Limited Partnership	5,917	51.88
Encompass Wealth Advisors, Llc	5,884	48.27
JD Financial Services Inc.	5,843	51.86
Royal Harbor Partners, LLC	5,792	48.34
Toroso Investments, LLC	5,718	48.27
Biltmore Capital Advisors LLC	5,499	51.83
Investment Partners, Ltd.	5,169	48.37
FXTAX - PSI Tactical Growth Fund Class A Shares	5,111	44.41
Redhawk Wealth Advisors, Inc.	4,911	48.26
Public Sector Pension Investment Board	4,793	48.40
Institute for Wealth Management, LLC.	4,743	48.28
PBMares Wealth Management LLC	4,742	48.29
Private Wealth Strategies, L.L.C.	4,665	48.23
Orleans Capital Management Corp/la	4,641	48.27
Alpine Global Management, LLC	4,606	44.51
Arkadios Wealth Advisors	4,559
Aj Wealth Strategies, Llc	4,483	48.41
McKinley Carter Wealth Services, Inc.	4,407	48.33
Act Two Investors Llc	4,390	48.29
Coury Firm Asset Management LLC	4,365	48.34
Wintrust Investments Llc	4,228	48.25
EPG Wealth Management LLC	3,534	48.39
Foresight Capital Management Advisors, Inc.	2,595	48.17
Ahrens Investment Partners LLC	2,130	48.36
First Command Bank	2,065	48.43
First Command Financial Services, Inc.	2,065	48.43
Monolith Advisors	1,771	51.95
Bbva Usa	1,657	44.66
Herold Advisors, Inc.	1,565	48319.49
Tcwp Llc	1,182	48.22
Psagot Investment House Ltd.	950	44.21
Optiver Holding B.V.	864	48.61
Advanced Research Investment Solutions, Llc	845
Prospera Financial Services Inc	767	48.24
Bedel Financial Consulting, Inc.	737	48.85
Carroll Financial Associates, Inc.	637	50.24
San Luis Wealth Advisors LLC	620	51.61
Ambassador Advisors, LLC	500	48.00
EverSource Wealth Advisors, LLC	412	48.54
Elm Partners Management LLC	291	48.11
Cordasco Financial Network	263	49.43
Castle Financial & Retirement Planning Associates, Inc.	240	45.83
AlphaCore Capital LLC	179	50.28
Oxford Financial Group Ltd	176	51.14
Lloyd Advisory Services, LLC.	171	46.78
Sonora Investment Management, LLC	168	41.67
First National Bank of South Miami	166	48.19
Fortitude Advisory Group L.L.C.	145	48.28
Beaird Harris Wealth Management, LLC	129	46.51
HawsGoodwin Investment Management LLC	118	50.85
Gemmer Asset Management LLC	113	44.25
Freedman Financial Associates, Inc.	62	48.39
Samalin Investment Counsel, LLC	18	55.56
Reilly Financial Advisors, Llc	3
EMC Capital Management
Huntington National Bank
Masso Torrence Wealth Management Inc.
Aries Wealth Management
Columbus Macro, LLC
SMILX - SMI 50/40/10 Fund
Karp Capital Management Corp
Engrave Wealth Partners LLC
Comprehensive Financial Consultants Institutional, Inc.
SFG Wealth Management, LLC.
Lake Hills Wealth Management, LLC
WMS Partners, LLC
Tocqueville Asset Management L.p.
Pinnacle Wealth Management Group, Inc.
QMLFX - Quantified Market Leaders Fund Investor Class Shares
Reuter James Wealth Management, Llc
Kalos Management, Inc.
Adviser Investments LLC
Investors Financial Group, LLC
Allegheny Financial Group LTD
Moulton Wealth Management, Inc
Insight Advisors, LLC/ PA
QTSSX - Quantified Tactical Sectors Fund Investor Class Shares
Retirement Planning Co of New England, Inc.
Sage Capital Advisors,llc
FSC Wealth Advisors, LLC
BW Gestao de Investimentos Ltda.
Beaumont Financial Partners, LLC
Main Street Financial Solutions, LLC
Financial Advisory Corp /ut/ /adv
Old North State Trust, LLC
Enterprise Financial Services Corp
Optimum Investment Advisors
Financial Counselors Inc
FDx Advisors, Inc.
Security Financial Services, INC.
Polaris Wealth Advisory Group, LLC
PineBridge Investments, L.P.
Antonetti Capital Management LLC
Castleview Partners, Llc
Livingston Group Asset Management CO (operating as Southport Capital Management)
Strategic Blueprint, LLC
Ahl Investment Management, Inc.
Trexquant Investment LP
West Financial Advisors, LLC
Meeder Asset Management Inc
Ayalon Holdings Ltd.
Clal Insurance Enterprises Holdings Ltd
Golden State Equity Partners
Strategic Asset Management, LLC
QCM Cayman, Ltd.
Curi Wealth Management, LLC
Richwood Investment Advisors, LLC
Pathstone Family Office, Llc
Personal Wealth Partners
Aquire Wealth Advisors, LLC
Ten Capital Wealth Advisors, LLC
Elevated Capital Advisors, LLC
Gradient Investments LLC
Stuart Chaussee & Associates, Inc.
Cypress Capital Management LLC (WY)
Glovista Investments LLC
Pinnacle Financial Partners Inc
Purus Wealth Management, LLC
Ameritas Investment Partners, Inc.
Private Asset Management Inc
Henrickson Nauta Wealth Advisors, Inc.
Cornerstone Wealth Group, LLC
Breiter Capital Management Inc
Confluence Wealth Services, Inc.
TERIX - All Terrain Opportunity Fund Institutional Class
Holloway Wealth Management, LLC
Emerald Investment Partners, Llc
Cedar Wealth Management, LLC
Guidance Point Advisors, LLC
Schonfeld Strategic Advisors LLC
DRW Securities, LLC
Oppenheimer Asset Management Inc.
WASHINGTON TRUST Co
Peak Financial Advisors Llc
K2 Principal Fund, L.p.
Flagship Private Wealth, LLC
Financial Advisory Service, Inc.
Quantbot Technologies LP
Ironwood Financial, llc
Advisors Preferred, LLC
Hall Laurie J Trustee
Providence Capital Advisors, LLC
Mattern Wealth Management LLC
Cavalier Investments, LLC
Precision Wealth Strategies, LLC
Woodward Diversified Capital, Llc
Roble, Belko & Company, Inc
Signet Financial Management, Llc
Ritter Daniher Financial Advisory, Llc
Blueshift Asset Management, LLC
Texas Capital Bancshares Inc/tx
BEARX - Federated Prudent Bear Fund Class A Shares
Lpwm Llc
Mcdonald Partners Llc
Fort Point Capital Partners LLC
Tectonic Advisors Llc
Liberty Wealth Management Llc
Texas Capital Bank Wealth Management Services Inc
Danda Trouve Investment Management, Inc.
Cary Street Partner Investment Advisory Llc
Stratos Wealth Advisors, LLC
Better Money Decisions, LLC
Fsb Premier Wealth Management, Inc.
Tuttle Tactical Management LLC
TCI Wealth Advisors, Inc.
CIBC World Markets Inc.
Eisler Capital (UK) Ltd.
Atom Investors LP
CVA Family Office, LLC

Recent Quarter 505 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Bank Of America Corp /de/	20,292,501	40.86	13,147,141	48.32
LPL Financial LLC	5,266,536	40.86	5,447,633	48.32
Morgan Stanley	4,915,879	40.86	4,775,641	48.32
Harel Insurance Investments & Financial Services Ltd.	2,918,976	40.86	2,943,446	48.32
BlackRock Inc.	2,388,685	40.86	2,277,569	48.32
Pnc Financial Services Group, Inc.	2,339,691	40.86	2,628,988	48.32
Ameriprise Financial Inc	2,161,998	40.56	886,141	48.33
Phoenix Holdings Ltd.	1,584,380	40.86	1,584,380	48.32
Envestnet Asset Management Inc	1,572,912	40.86	1,755,206	48.32
Wells Fargo & Company/mn	1,311,274	40.86	1,014,890	48.32
UBS Group AG	1,233,052	40.86	1,201,137	48.32
Baird Financial Group, Inc.	1,015,332	40.86	117,352	48.32
Bank Of Nova Scotia	1,000,000	40.86	1,000,000	48.32
Cullen Capital Management, LLC	861,405	40.86	6,119	48.37
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	830,000	40.86	830,000	48.32
Truist Financial Corp	792,815	40.86	1,033,840	48.32
Millennium Management Llc	679,194	40.86	840,088	48.32
Mirae Asset Global Investments Co., Ltd.	659,290	40.86	578,443	48.32
HighTower Advisors, LLC	642,987	40.87	617,131	48.30
Royal Bank Of Canada	630,558	40.86	560,684	48.32

Recent Quarter 31 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Alps Advisors Inc	493,386	40.86	0
Leicht Financial Planning & Wealth Management, Inc.	182,294	20.36	0
Tiff Advisory Services Inc	171,571	40.86	0
Iyo Bank, Ltd.	125,000	40.86	0
D. E. Shaw & Co., Inc.	109,800	40.86	0
Eaton Vance Management	103,754	40.86	0
Wolverine Trading, Llc	97,300	40.83	0
Hrt Financial Lp	88,365	40.85	0
Cutler Group LP	58,300	2.35	117,200	0.26
Beck Bode, LLC	54,113	40.86	0
Astor Investment Management LLC	46,396	40.87	0
Cresset Asset Management, LLC	28,779	40.86	0
Steward Partners Investment Advisory, Llc	20,268	0.05	63,276	0.05
Renaissance Technologies Llc	17,500	40.86	0
Csenge Advisory Group	14,028	0.07	50,088	0.04
JSF Financial, LLC	11,763	40.89	0
Snowden Capital Advisors LLC	11,426	40.78	0
Change Path, LLC	11,020	40.83	0
Ford Financial Group, LLC	8,571	40.84	0
VisionPoint Advisory Group, LLC	8,558	44.75	5,976	42.00

Recent Quarter 268 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Bank Of America Corp /de/	7,145,360	20,292,501	40.86	13,147,141	48.32	54.35
Ameriprise Financial Inc	1,275,857	2,161,998	40.56	886,141	48.33	143.98
Baird Financial Group, Inc.	897,980	1,015,332	40.86	117,352	48.32	765.20
Cullen Capital Management, LLC	855,286	861,405	40.86	6,119	48.37	13977.55
1832 Asset Management L.P.	593,079	604,545	40.86	11,466	47.62	5172.50
Alps Advisors Inc	493,386	493,386	40.86	0		0.00
Kingsview Wealth Management, LLC	365,068	410,856	40.86	45,788	51.80	797.30
Advisor Resource Council	315,342	427,747	40.86	112,405	48.32	280.54
Agf Investments Inc.	310,314	491,225	40.86	180,911	48.32	171.53
AGF Investments LLC	310,314	491,256	40.86	180,942	48.32	171.50
Wells Fargo & Company/mn	296,384	1,311,274	40.86	1,014,890	48.32	29.20
Oppenheimer & Co Inc	232,300	250,119	40.86	17,819	48.32	1303.66
Leicht Financial Planning & Wealth Management, Inc.	182,294	182,294	20.36	0		0.00
Squarepoint Ops LLC	174,573	231,130	40.86	56,557	48.32	308.67
Tiff Advisory Services Inc	171,571	171,571	40.86	0		0.00
Gunma Bank,Ltd.	170,000	278,000	40.86	108,000	48.32	157.41
Jane Street Group, Llc	169,225	313,825	40.86	144,600	48.32	117.03
Wealth Enhancement Advisory Services, Llc	167,495	172,671	41.23	5,176	49.07	3235.99
State Street Corp	146,262	210,205	40.86	63,943	48.32	228.74
Morgan Stanley	140,238	4,915,879	40.86	4,775,641	48.32	2.94

Recent Quarter 196 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Bnp Paribas Arbitrage, Sa	1,688,985	367,566	40.86	2,056,551	48.32	-82.13
Bank Of Montreal /can/	1,000,564	26,268	42.03	1,026,832	48.87	-97.44
Lido Advisors, LLC	454,707	5,197	40.79	459,904	48.32	-98.87
Bogart Wealth, LLC	372,499	709	40.90	373,208	48.32	-99.81
Pnc Financial Services Group, Inc.	289,297	2,339,691	40.86	2,628,988	48.32	-11.00
Truist Financial Corp	241,025	792,815	40.86	1,033,840	48.32	-23.31
NEIRG Wealth Management, LLC	216,227	6,001	40.83	222,228	48.32	-97.30
Private Advisor Group, LLC	208,520	368,134	40.86	576,654	48.32	-36.16
Envestnet Asset Management Inc	182,294	1,572,912	40.86	1,755,206	48.32	-10.39
LPL Financial LLC	181,097	5,266,536	40.86	5,447,633	48.32	-3.32
Advisor Group Holdings, Inc.	180,896	359,312	40.87	540,208	47.37	-33.49
Harvest Group Wealth Management, Llc	171,845	1,166	43.74	173,011	48.32	-99.33
Millennium Management Llc	160,894	679,194	40.86	840,088	48.32	-19.15
Raymond James & Associates	131,476	283,142	40.86	414,618	48.32	-31.71
Hamel Associates, Inc.	112,289	56,048	40.86	168,337	48.32	-66.70
IFP Advisors, Inc	97,291	19,190	32.15	116,481	32.25	-83.53
Equitable Holdings, Inc.	90,818	62,340	40.86	153,158	48.32	-59.30
D. Scott Neal, Inc.	86,702	35,692	40.85	122,394	48.32	-70.84
Atlas Private Wealth Advisors	85,071	15,477	40.83	100,548	48.32	-84.61
Stifel Financial Corp	84,948	138,017	40.86	222,965	48.32	-38.10

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 3 Previous Institutes closed Put Positions

Name	Previous Puts
Balyasny Asset Management Llc	26,800
Eisler Capital (UK) Ltd.	0
Atom Investors LP	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Twin Tree Management, LP	6,400

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 2 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase
Wolverine Trading, Llc	97,300	97,300	0	0.00
Susquehanna International Group, Llp	164,145	381,100	216,955	75.66

Recent Quarter 1 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase
Paladin Advisory Group, LLC	6,470	95,767	89,297	7.25

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 1 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease
Cutler Group LP	58,900	58,300	117,200	-50.26

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 2 New Institutes added position

Name	Shares	PPS
CHDEX - Cullen High Dividend Equity Fund Retail Class	835,000	40.86
XLSR - SPDR(R) SSGA US Sector Rotation ETF	135,894	40.86

Past Week 3 Institutes closed out their positions

Name	Shares	PPS
First Command Financial Services, Inc.	2,065	48.43
Redhawk Wealth Advisors, Inc.	4,911	48.26
First Command Bank	2,065	48.43

Past Week 8 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B	458,065	40.86	475,275	48.32
SDRAX - Swan Defined Risk Fund Class A Shares	449,311	40.86	456,395	48.32
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares	13,904	40.85	20,542	48.34
RQEAX - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares	9,900	40.91	9,900	48.28
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA	8,164	40.91	8,164	48.26
RSPY - Revere Sector Opportunity ETF	2,516	40.94	3,061	48.35
BDO Wealth Advisors, LLC	139	43.17	139	50.36
TCTL - Premise Capital Diversified Tactical ETF	1		8,419	48.34

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brighthouse Funds Trust I - BlackRock Global Tactical Strategies Portfolio Class B	17,210	458,065	40.86	475,275	48.32	-3.62
TCTL - Premise Capital Diversified Tactical ETF	8,418	1		8,419	48.34	-99.99
SDRAX - Swan Defined Risk Fund Class A Shares	7,084	449,311	40.86	456,395	48.32	-1.55
NFDIX - Newfound Risk Managed U.S. Growth Fund Class I Shares	6,638	13,904	40.85	20,542	48.34	-32.31
RSPY - Revere Sector Opportunity ETF	545	2,516	40.94	3,061	48.35	-17.80

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name