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 | 1,327 | NaN | 0.00 | 73.84 |
| Previous Quarter | 1,373 | NaN | 0.00 | 74.63 |
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 | 35 | 239 | 256 | 20 | 134 | 83 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 6 | 3 | 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 | 10 | 9 | 85 | 3 | 38 | 23 |
| 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 | 987,977 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 987,977 | 0.00 | 0.00 | 0 | 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 |
|---|---|---|
| Public Investment Fund | 32,986,504 | 74.46 |
| Bank Of America Corp /de/ | 16,811,176 | 74.46 |
| Goldman Sachs Group Inc | 9,490,814 | 74.46 |
| Morgan Stanley | 9,346,900 | 74.46 |
| Barclays Plc | 6,381,355 | 74.46 |
| Citigroup Inc | 4,835,009 | 74.46 |
| Bnp Paribas Arbitrage, Sa | 4,537,217 | 74.46 |
| Citadel Advisors Llc | 4,078,400 | 74.46 |
| Balyasny Asset Management Llc | 4,036,200 | 74.46 |
| Royal Bank Of Canada | 3,370,484 | 74.46 |
| LPL Financial LLC | 3,264,698 | 74.46 |
| Healthcare Of Ontario Pension Plan Trust Fund | 2,954,841 | 74.46 |
| Susquehanna International Group, Llp | 2,678,300 | 74.46 |
| Wells Fargo & Company/mn | 2,559,204 | 74.46 |
| UBS Group AG | 2,515,505 | 74.46 |
| Factory Mutual Insurance Co | 2,457,200 | 74.46 |
| Goldman Sachs Group Inc | 2,375,700 | 74.46 |
| Jpmorgan Chase & Co | 2,113,823 | 74.46 |
| Natixis | 2,000,000 | 74.43 |
| Millennium Management Llc | 1,947,500 | 74.46 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Public Investment Fund | 32,986,504 | 74.46 |
| Bank Of America Corp /de/ | 16,811,176 | 74.46 |
| Goldman Sachs Group Inc | 9,490,814 | 74.46 |
| Morgan Stanley | 9,346,900 | 74.46 |
| Barclays Plc | 6,381,355 | 74.46 |
| Citigroup Inc | 4,835,009 | 74.46 |
| Bnp Paribas Arbitrage, Sa | 4,537,217 | 74.46 |
| Citadel Advisors Llc | 4,078,400 | 74.46 |
| Balyasny Asset Management Llc | 4,036,200 | 74.46 |
| Royal Bank Of Canada | 3,370,484 | 74.46 |
| LPL Financial LLC | 3,264,698 | 74.46 |
| Healthcare Of Ontario Pension Plan Trust Fund | 2,954,841 | 74.46 |
| Susquehanna International Group, Llp | 2,678,300 | 74.46 |
| Wells Fargo & Company/mn | 2,559,204 | 74.46 |
| UBS Group AG | 2,515,505 | 74.46 |
| Factory Mutual Insurance Co | 2,457,200 | 74.46 |
| Goldman Sachs Group Inc | 2,375,700 | 74.46 |
| Jpmorgan Chase & Co | 2,113,823 | 74.46 |
| Natixis | 2,000,000 | 74.43 |
| Millennium Management Llc | 1,947,500 | 74.46 |
| Name | Shares | PPS |
|---|---|---|
| Saudi Central Bank | 1,549,733 | 71.58 |
| CHURCHILL MANAGEMENT Corp | 707,624 | 70.13 |
| TACK - Fairlead Tactical Sector ETF | 120,494 | 71.26 |
| PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A | 119,696 | 71.26 |
| DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 60,525 | 71.26 |
| GEFAX - CMG Mauldin Core Fund Class A Shares | 56,386 | 71.26 |
| McAlister, Sweet & Associates, Inc. | 44,214 | 70.14 |
| TKG Advisors, LLC | 42,473 | 70.14 |
| Dorsey Wright & Associates | 41,602 | 70.14 |
| G&S Capital LLC | 39,997 | 70.13 |
| Bay Rivers Group | 39,088 | 70.12 |
| NAVAX - Navigator Equity Hedged Fund Class A Shares | 38,419 | 71.27 |
| B&D White Capital Company, LLC | 36,491 | 70.13 |
| D. Scott Neal, Inc. | 31,039 | 70.14 |
| Sawtooth Solutions, LLC | 23,671 | 70.13 |
| Oxinas Partners Wealth Management LLC | 18,276 | 70.15 |
| McAdam, LLC | 14,917 | 70.12 |
| Marcum Wealth, LLC | 5,055 | 70.23 |
| Brown Miller Wealth Management, LLC | 5,033 | 69.94 |
| Moneda S.A. Administradora General de Fondos | 4,859 | 70.18 |
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 16,811,176 | 74.46 |
| Barclays Plc | 6,381,355 | 74.46 |
| Balyasny Asset Management Llc | 4,036,200 | 74.46 |
| Trilogy Capital Inc. | 320,710 | 74.46 |
| HighTower Advisors, LLC | 264,672 | 74.39 |
| Cutler Group LP | 248,000 | 0.36 |
| Walleye Trading LLC | 218,700 | 74.46 |
| Marshall Wace, Llp | 216,800 | 74.46 |
| Matthew Goff Investment Advisor, LLC | 192,965 | 74.46 |
| Orion Portfolio Solutions, LLC | 152,193 | 74.46 |
| Old Dominion Capital Management Inc | 150,788 | 63.88 |
| Two Sigma Investments, Lp | 140,000 | 74.46 |
| IFP Advisors, Inc | 118,211 | 71.73 |
| Hochman Cole Investment Advisors, Inc. | 93,363 | 63.88 |
| Point72 Asset Management, L.P. | 85,700 | 74.46 |
| Innova Wealth Partners | 76,998 | 74.46 |
| Paloma Partners Management Co | 75,400 | 74.46 |
| Paloma Partners Management Co | 75,400 | 74.46 |
| Credit Suisse Ag/ | 59,017 | 74.45 |
| Credit Suisse Ag/ | 59,017 | 74.45 |
| Green Harvest Asset Management LLC | 58,865 | 62.67 |
| Mid Atlantic Financial Management Inc/adv | 52,332 | 63.88 |
| BlueCrest Capital Management Ltd | 50,000 | 74.46 |
| J. Goldman & Co LP | 43,465 | 74.45 |
| Trinity Financial Advisors LLC | 40,643 | 74.45 |
| Man Group plc | 40,210 | 74.46 |
| Man Group plc | 40,210 | 74.46 |
| BCK Partners, Inc. | 37,663 | 74.45 |
| Ameritas Investment Corp | 29,468 | 0.07 |
| Symons Capital Management Inc | 22,661 | 63.90 |
| Northstar Advisory Group, LLC | 22,419 | 74.45 |
| CIBC World Markets Inc. | 16,728 | 74.49 |
| Shay Capital LLC | 15,900 | 74.47 |
| Two Sigma Securities, Llc | 14,181 | 74.47 |
| Derby & Company, Inc | 12,526 | 63.87 |
| Wbi Investments, Inc. | 11,768 | 73.67 |
| Allen Capital Group, LLC | 10,800 | 0.65 |
| SFG Wealth Management, LLC. | 10,463 | 74.45 |
| Bbva Usa | 7,294 | 63.89 |
| Cedar Capital, Llc | 6,922 | 63.85 |
| Geneva Partners, LLC | 4,954 | 74.49 |
| Covenant Multifamily Offices, LLC | 4,112 | 64.69 |
| Segall Bryant & Hamill, Llc | 3,821 | 63.60 |
| Plimoth Trust Co Llc | 3,320 | 74.40 |
| Symphony Financial, Ltd. Co. | 2,883 | 76.66 |
| Clear Street Markets Llc | 2,000 | 74.50 |
| Paladin Advisory Group, LLC | 1,690 | 75.15 |
| Herold Advisors, Inc. | 1,450 | 74460.00 |
| Carroll Financial Associates, Inc. | 1,265 | 69.57 |
| Thompson Siegel & Walmsley Llc | 1,250 | 74.40 |
| ABPAX - AB Conservative Wealth Strategy Class A | 1,150 | 66.09 |
| Filbrandt Wealth Management, LLC | 1,000 | 64.00 |
| Sonora Investment Management, LLC | 1,000 | 64.00 |
| Gemmer Asset Management LLC | 926 | 73.43 |
| Landmark Wealth Management, LLC | 500 | 1000.00 |
| Future Financial Wealth Managment LLC | 134 | 74.63 |
| Reilly Financial Advisors, Llc | 134 | 74.63 |
| Caxton Associates Lp | 100 | 70.00 |
| Heritage Wealth Management, Llc | 43 | 69.77 |
| Wealth Quarterback LLC | 23 | |
| FNY Investment Advisers, LLC | 19 | 52.63 |
| Toronto Dominion Bank | 8 | 125.00 |
| Ubs Oconnor Llc | ||
| Two Sigma Advisers, Lp | ||
| Harvest Group Wealth Management, Llc | ||
| Prentice Wealth Management LLC | ||
| Providence Capital Advisors, LLC | ||
| SPX Equities Gestao de Recursos Ltda | ||
| Perennial Advisors, LLC | ||
| Altus Wealth Management, LLC | ||
| New Capital Management LP | ||
| Savior LLC | ||
| Harvest Volatility Management Llc | ||
| Arcus Capital Partners, LLC | ||
| Segment Wealth Management, LLC | ||
| American National Bank | ||
| Russell Investments Group, Ltd. | ||
| Simon Quick Advisors, Llc | ||
| Windsor Creek Advisors, Llc | ||
| Trust Co Of Vermont | ||
| Evolution Wealth Advisors, LLC | ||
| Pathstone Family Office, Llc | ||
| Eagle Bay Advisors LLC | ||
| Exchange Traded Concepts, Llc | ||
| New World Advisors LLC | ||
| TCI Wealth Advisors, Inc. | ||
| PRW Wealth Management LLC | ||
| Bingham Osborn & Scarborough Llc | ||
| Ballew Advisors, Inc | ||
| Holloway Wealth Management, LLC | ||
| J.Safra Asset Management Corp | ||
| Anfield Capital Management, LLC | ||
| GeoWealth Management, LLC | ||
| MKP Capital Management, L.L.C. | ||
| Cabana Llc | ||
| Richwood Investment Advisors, LLC | ||
| K2 Principal Fund, L.p. | ||
| Financial Insights, Inc. | ||
| SageGuard Financial Group, LLC | ||
| Tiedemann Advisors, Llc | ||
| Family Firm, Inc. | ||
| Corsicana & Co. | ||
| Modus Advisors, LLC | ||
| Psagot Investment House Ltd. | ||
| Strategic Wealth Management Inc | ||
| TCG Advisory Services, LLC | ||
| Wealth Advisory Solutions, LLC | ||
| DRW Securities, LLC | ||
| Clal Insurance Enterprises Holdings Ltd | ||
| Haverford Trust Co | ||
| Cannon Global Investment Management, LLC | ||
| Visionary Wealth Advisors | ||
| Walled Lake Planning & Wealth Management, Llc | ||
| Soros Fund Management Llc | ||
| Ironwood Financial, llc | ||
| Logan Stone Capital, LLC | ||
| William Blair Investment Management, Llc | ||
| Kerntke Otto McGlone Wealth Management Group | ||
| Bluefin Capital Management, Llc | ||
| Dixon Hughes Goodman Wealth Advisors LLC | ||
| Moulton Wealth Management, Inc | ||
| Beaumont Capital Management, LLC | ||
| Main Management LLC | ||
| Parisi Gray Wealth Management | ||
| Clearwater Capital Advisors, LLC | ||
| Godsey & Gibb Associates | ||
| Taylor, Cottrill, Erickson & Associates, Inc. | ||
| Arch Capital Group Ltd. | ||
| Cornerstone Wealth Group, LLC | ||
| Barrett Asset Management, LLC | ||
| Journey Strategic Wealth Llc | ||
| Hrt Financial Lp | ||
| Tiff Advisory Services Inc | ||
| Signature Securities Group Corporation | ||
| Wintrust Investments Llc | ||
| King Luther Capital Management Corp | ||
| Kalos Management, Inc. | ||
| WFA of San Diego, LLC | ||
| Bayesian Capital Management, LP | ||
| Level Four Advisory Services, Llc | ||
| Tudor Investment Corp Et Al | ||
| Carderock Capital Management Inc | ||
| Qube Research & Technologies Ltd | ||
| TD Capital Management LLC | ||
| Aries Wealth Management | ||
| Virtu Financial LLC | ||
| TAP Consulting, LLC | ||
| Investors Financial Group, LLC | ||
| Marathon Trading Investment Management LLC | ||
| State of Tennessee, Treasury Department | ||
| Ally Financial Inc. | ||
| Firestone Capital Management | ||
| Richard C. Young & CO., LTD. | ||
| Daxor Corp | ||
| Alps Advisors Inc | ||
| Winton Capital Group Ltd | ||
| Capital Fund Management S.a. | ||
| Thoroughbred Financial Services, Llc | ||
| Royal Harbor Partners, LLC | ||
| Semmax Financial Advisors Inc. | ||
| Bell Bank | ||
| Graham Capital Management, L.P. | ||
| Insight 2811, Inc. | ||
| Bogart Wealth, LLC | ||
| Guidance Point Advisors, LLC | ||
| Livingston Group Asset Management CO (operating as Southport Capital Management) | ||
| Greenline Partners, LLC | ||
| Trexquant Investment LP | ||
| Curi Wealth Management, LLC | ||
| StoneX Group Inc. | ||
| Sheets Smith Wealth Management | ||
| Gw Henssler & Associates Ltd | ||
| Confluence Wealth Services, Inc. | ||
| Mystic Asset Management, Inc. | ||
| Squarepoint Ops LLC | ||
| Bardin Hill Management Partners Lp | ||
| Sprott Inc. | ||
| Liberty Wealth Management Llc | ||
| O'shaughnessy Asset Management, Llc | ||
| Flow Traders U.s. Llc | ||
| Squarepoint Ops LLC | ||
| Squarepoint Ops LLC | ||
| Fayez Sarofim & Co | ||
| Sheaff Brock Investment Advisors, LLC | ||
| Widmann Financial Services, Inc. | ||
| Cibc World Markets Corp | ||
| Hancock Whitney Investment Services Inc. | ||
| Cullen Capital Management, LLC | ||
| Pallas Capital Advisors LLC | ||
| Econ Financial Services Corp | ||
| Fsb Premier Wealth Management, Inc. | ||
| Pettinga Financial Advisors, LLC | ||
| Strategic Value Partners, LLC | ||
| Dynamic Technology Lab Private Ltd | ||
| Summit Trail Advisors, Llc | ||
| SG3 Management, LLC | ||
| Zurcher Kantonalbank (Zurich Cantonalbank) | ||
| Galvin, Gaustad & Stein, LLC | ||
| IMC-Chicago, LLC | ||
| IMC-Chicago, LLC | ||
| Krs Capital Management, Llc | ||
| Weiss Strategic Interval Fund | ||
| Ellevest, Inc. | ||
| SG3 Management, LLC | ||
| Titleist Asset Management, Ltd. | ||
| Mizuho Securities Usa Llc | ||
| Pinnacle Wealth Management Group, Inc. | ||
| IPG Investment Advisors LLC | ||
| BEARX - Federated Prudent Bear Fund Class A Shares | ||
| Total Clarity Wealth Management, Inc. | ||
| Tectonic Advisors Llc | ||
| Fifth Third Securities, Inc. | ||
| HITE Hedge Asset Management LLC | ||
| American Century Companies Inc | ||
| Voloridge Investment Management, Llc | ||
| Quantitative Investment Management, LLC | ||
| Inscription Capital, LLC | ||
| Glassman Wealth Services | ||
| Vigilant Capital Management, LLC | ||
| Atlas Private Wealth Advisors | ||
| Barnett & Company, Inc. | ||
| Rice Partnership, LLC | ||
| Bank Julius Baer & Co. Ltd, Zurich | ||
| Boothbay Fund Management, Llc | ||
| Walleye Capital LLC | ||
| Mirabella Financial Services Llp | ||
| Carlson Capital L P | ||
| SG3 Management, LLC | ||
| Round Table Services, LLC | ||
| Weiss Asset Management LP | ||
| Cinctive Capital Management LP | ||
| Truvestments Capital Llc | ||
| Bluefin Capital Management, Llc | ||
| Atom Investors LP | ||
| Rinkey Investments | ||
| Lumbard & Kellner, LLC | ||
| Steadfast Capital Management Lp | ||
| RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 63.29 | |
| RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 62.75 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 981,550 | 70.13 | 930,003 | 74.46 |
| Cambridge Investment Research Advisors, Inc. | 718,139 | 70.13 | 828,016 | 74.46 |
| Truist Financial Corp | 452,234 | 70.13 | 355,326 | 74.46 |
| Tradewinds Capital Management, LLC | 405,599 | 70.13 | 130,611 | 74.47 |
| Country Trust Bank | 323,079 | 0.07 | 309,996 | 0.07 |
| Community Trust & Investment Co | 297,539 | 70.13 | 304,252 | 74.46 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 212,000 | 70.13 | 212,000 | 74.46 |
| First Financial Bank - Trust Division | 211,498 | 70.13 | 199,080 | 74.46 |
| Strs Ohio | 205,000 | 70.13 | 180,000 | 74.46 |
| Private Advisor Group, LLC | 199,655 | 70.13 | 163,872 | 74.46 |
| Capital Investment Advisory Services, LLC | 191,331 | 70.13 | 189,713 | 74.46 |
| Dixon Hubard Feinour & Brown Inc/va | 167,416 | 70.13 | 169,957 | 74.46 |
| Money Concepts Capital Corp | 160,948 | 71.85 | 16,996 | 74.43 |
| Orion Portfolio Solutions, LLC | 152,489 | 70.13 | 152,193 | 74.46 |
| MAI Capital Management | 140,015 | 70.13 | 117,844 | 74.46 |
| Atlantic Union Bankshares Corp | 132,809 | 70.13 | 136,755 | 74.46 |
| Meritage Portfolio Management | 129,082 | 70.13 | 127,162 | 74.46 |
| Capital Investment Advisors, LLC | 126,640 | 70.13 | 127,688 | 74.46 |
| Chemung Canal Trust Co | 125,799 | 70.13 | 83,406 | 74.47 |
| Grant/GrossMendelsohn, LLC | 124,858 | 69.92 | 127,779 | 76.15 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 979,050 | 71.26 | 1,210,125 | 69.25 |
| SSUS - Day Hagan/Ned Davis Research Smart Sector ETF | 250,954 | 71.26 | 232,091 | 69.25 |
| Gunma Bank,Ltd. | 94,000 | 70.13 | 0 | |
| Farmers & Merchants Trust Co of Chambersburg PA | 28,450 | 0.07 | 29,429 | 0.07 |
| CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 18,745 | 71.27 | 17,825 | 69.23 |
| CMGQX - CMG Tactical All Asset Strategy Fund Class A Shares | 18,627 | 71.24 | 7,998 | 66.89 |
| Financial Sense Advisors, Inc. | 18,230 | 70.10 | 0 | |
| Arkadios Wealth Advisors | 13,463 | 0.07 | 15,326 | 0.07 |
| Miracle Mile Advisors, LLC | 7,758 | 70.12 | 0 | |
| Westside Investment Management, Inc. | 6,695 | 12.85 | 7,145 | 12.60 |
| Pacifica Partners Inc. | 2,765 | 70.52 | 2,765 | 67.99 |
| Johnson Midwest Financial, LLC | 2,754 | 70.08 | 33 | 60.61 |
| Worth Asset Management, LLC | 2,476 | 70.68 | 3,344 | 70.57 |
| ACG Wealth | 2,399 | 70.03 | 0 | |
| FIVR - STRATEGY SHARES NASDAQ 5HANDL(TM) INDEX ETF | 2,030 | 71.43 | 2,000 | 69.00 |
| Lehman & Derafelo Financial Resources LLC | 1,390 | 69.78 | 0 | |
| WLTH - LifeGoal Wealth Builder ETF | 738 | 74.53 | 574 | 67.94 |
| SAVN - LifeGoal Conservative Wealth Builder ETF | 608 | 74.01 | 304 | 69.08 |
| HOM - LifeGoal Home Down Payment Investment ETF | 420 | 73.81 | 420 | 69.05 |
| Washington Trust Advisors, Inc. | 402 | 69.65 | 17 | 58.82 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| FNY Investment Advisers, LLC | 19 |
| Weiss Asset Management LP | 0 |
| Atom Investors LP | 0 |
| Bardin Hill Management Partners Lp | 0 |
| SG3 Management, LLC | 0 |
| Strategic Value Partners, LLC | 0 |
| Name | Previous Calls |
|---|---|
| IMC-Chicago, LLC | 0 |
| Capital Fund Management S.a. | 0 |
| Squarepoint Ops 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 |
|---|
| WEIZX - Weiss Alternative Balanced Risk Fund Investor Class |
| Name | Shares | PPS |
|---|---|---|
| Dorsey Wright & Associates | 41,602 | 70.14 |
| G&S Capital LLC | 39,997 | 70.13 |
| Moneda S.A. Administradora General de Fondos | 4,859 | 70.18 |
| Bnc Wealth Management, Llc | 4,628 | 70.22 |
| Ziegler Capital Management, LLC | 4,225 | 70.06 |
| Center For Asset Management LLC | 4,135 | 70.13 |
| Financial Advisory Corp /ut/ /adv | 3,812 | 70.04 |
| Urban Wealth Management, LLC | 1,239 | 70.22 |
| Maryland Capital Advisors Inc. | 100 | 70.00 |
| Investors Research Corp | 87 | 68.97 |
| Name | Shares | PPS |
|---|---|---|
| Gemmer Asset Management LLC | 926 | 73.43 |
| Thompson Siegel & Walmsley Llc | 1,250 | 74.40 |
| BCK Partners, Inc. | 37,663 | 74.45 |
| Trinity Financial Advisors LLC | 40,643 | 74.45 |
| Geneva Partners, LLC | 4,954 | 74.49 |
| Trilogy Capital Inc. | 320,710 | 74.46 |
| Wbi Investments, Inc. | 11,768 | 73.67 |
| Matthew Goff Investment Advisor, LLC | 192,965 | 74.46 |
| Landmark Wealth Management, LLC | 500 | 1000.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Truist Financial Corp | 452,234 | 70.13 | 355,326 | 74.46 |
| Tradewinds Capital Management, LLC | 405,599 | 70.13 | 130,611 | 74.47 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 212,000 | 70.13 | 212,000 | 74.46 |
| Strs Ohio | 205,000 | 70.13 | 180,000 | 74.46 |
| Capital Investment Advisory Services, LLC | 191,331 | 70.13 | 189,713 | 74.46 |
| Dixon Hubard Feinour & Brown Inc/va | 167,416 | 70.13 | 169,957 | 74.46 |
| Atlantic Union Bankshares Corp | 132,809 | 70.13 | 136,755 | 74.46 |
| Meritage Portfolio Management | 129,082 | 70.13 | 127,162 | 74.46 |
| Grant/GrossMendelsohn, LLC | 124,858 | 69.92 | 127,779 | 76.15 |
| Old National Bancorp /in/ | 120,167 | 70.13 | 5,249 | 74.49 |
| Lake Hills Wealth Management, LLC | 108,235 | 70.13 | 86,049 | 74.46 |
| Hnp Capital Llc | 88,477 | 70.13 | 6,493 | 74.39 |
| Sandy Spring Bank | 70,587 | 70.13 | 69,093 | 74.46 |
| Spire Wealth Management | 66,231 | 70.13 | 16,639 | 74.46 |
| Providence First Trust Co | 63,999 | 70.13 | 64,297 | 74.47 |
| Loveless Wealth Management LLC | 60,799 | 70.13 | 58,678 | 74.46 |
| Measured Wealth Private Client Group, LLC | 54,838 | 70.13 | 49,048 | 74.46 |
| Stratos Wealth Advisors, LLC | 53,831 | 70.13 | 15,642 | 74.48 |
| Wedbush Securities Inc | 52,513 | 70.14 | 50,483 | 74.46 |
| Bowling Portfolio Management LLC | 50,640 | 70.12 | 42,947 | 74.46 |
| Toth Financial Advisory Corp | 40,710 | 70.13 | 34,262 | 74.46 |
| Alpha Cubed Investments, LLC | 34,950 | 70.13 | 35,437 | 74.47 |
| American Assets Investment Management, LLC | 34,000 | 70.12 | 34,000 | 74.47 |
| Canton Hathaway, LLC | 32,486 | 70.12 | 32,486 | 74.46 |
| Wealthfront Advisers Llc | 29,901 | 70.13 | 16,925 | 74.45 |
| Trust Co Of Virginia /va | 26,748 | 70.14 | 26,767 | 74.46 |
| Stratos Wealth Partners, LTD. | 23,450 | 70.15 | 39,218 | 74.46 |
| Proffitt & Goodson Inc | 22,120 | 70.12 | 21,226 | 74.44 |
| Hollencrest Capital Management | 21,371 | 70.14 | 21,371 | 74.45 |
| Geneos Wealth Management Inc. | 21,020 | 71.84 | 13,074 | 74.42 |
| D.B. Root & Company, LLC | 19,836 | 70.13 | 3,712 | 74.35 |
| Lee Danner & Bass Inc | 18,452 | 70.13 | 17,944 | 74.45 |
| Shulman DeMeo Asset Management LLC | 18,174 | 70.16 | 18,174 | 74.45 |
| Central Bank & Trust Co | 16,966 | 70.14 | 9,919 | 74.40 |
| BKD Wealth Advisors, LLC | 16,922 | 70.15 | 16,922 | 74.46 |
| Arkfeld Wealth Strategies, L.L.C. | 15,487 | 69.80 | 15,483 | 76.21 |
| Jmac Enterprises Llc | 15,158 | 70.13 | 15,306 | 74.48 |
| SNS Financial Group, LLC | 13,150 | 70.11 | 13,182 | 74.50 |
| Arrow Financial Corp | 13,090 | 70.05 | 12,740 | 74.41 |
| Regions Financial Corp | 12,132 | 70.15 | 11,302 | 74.41 |
| Crescent Grove Advisors, LLC | 11,023 | 70.13 | 11,023 | 74.48 |
| Patton Albertson Miller Group, Llc | 10,431 | 70.18 | 10,431 | 74.49 |
| Kessler Investment Group, LLC | 10,235 | 70.15 | 6,389 | 74.50 |
| Sequoia Financial Advisors, LLC | 10,220 | 70.16 | 10,276 | 74.45 |
| CRA Financial Services, LLC | 10,115 | 70.09 | 10,365 | 74.48 |
| Chesapeake Wealth Management | 9,115 | 70.21 | 8,468 | 74.52 |
| CFO4Life Group, LLC | 8,896 | 68.79 | 9,547 | 74.47 |
| Aurora Private Wealth, Inc. | 7,771 | 70.13 | 7,376 | 74.43 |
| Endurance Wealth Management, Inc. | 7,351 | 70.19 | 8,016 | 74.48 |
| LeJeune Puetz Investment Counsel LLC | 7,300 | 70.00 | 7,300 | 74.38 |
| Courier Capital Llc | 6,493 | 70.08 | 6,493 | 74.39 |
| Successful Portfolios LLC | 6,190 | 70.11 | 6,115 | 74.41 |
| PBMares Wealth Management LLC | 5,749 | 70.10 | 5,425 | 74.47 |
| Grimes & Company, Inc. | 5,626 | 70.21 | 5,626 | 74.48 |
| Donald L. Hagan, LLC | 5,254 | 70.04 | 10,995 | 74.49 |
| Spinnaker Trust | 5,210 | 70.06 | 5,210 | 74.47 |
| Institute for Wealth Management, LLC. | 4,552 | 70.08 | 4,638 | 74.39 |
| Access Financial Services, Inc. | 4,283 | 70.04 | 4,283 | 74.48 |
| Ellsworth Advisors, LLC | 4,200 | 70.24 | 4,200 | 76.90 |
| Secure Asset Management, LLC | 4,170 | 70.02 | 4,753 | 74.48 |
| Coastline Trust Co | 4,010 | 70.07 | 3,970 | 74.56 |
| Umb Bank N A/mo | 3,934 | 70.16 | 3,934 | 74.48 |
| Horizon Financial Services, Llc | 3,310 | 70.09 | 3,382 | 74.51 |
| Ahl Investment Management, Inc. | 3,185 | 70.02 | 3,985 | 74.53 |
| ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A | 3,099 | 70.02 | 9,537 | 74.45 |
| Aspiriant, Llc | 3,057 | 70.00 | 3,210 | 74.45 |
| KG&L Capital Management,LLC | 3,044 | 69.97 | 3,045 | 74.55 |
| Brandywine Oak Private Wealth Llc | 2,921 | 69.84 | 2,372 | 85.16 |
| Ballast Advisors Llc | 2,311 | 70.10 | 2,311 | 74.43 |
| WASHINGTON TRUST Co | 2,268 | 70.11 | 1,918 | 74.56 |
| Townsend Asset Management Corp /nc/ /adv | 1,541 | 70.08 | 1,537 | 74.17 |
| First Personal Financial Services | 1,475 | 69.83 | 1,475 | 74.58 |
| Charter Oak Capital Management, LLC | 1,368 | 70.18 | 1,261 | 71.37 |
| Allspring Global Investments Holdings, LLC | 1,274 | 69.86 | 1,274 | 73.78 |
| JTC Employer Solutions Trusteee Ltd | 1,200 | 70.00 | 1,200 | 74.17 |
| Founders Capital Management | 670 | 70.15 | 170 | 70.59 |
| Byrne Asset Management LLC | 389 | 69.41 | 406 | 73.89 |
| Lakeview Capital Partners, LLC | 378 | 71.43 | 378 | 74.07 |
| American Research & Management Co. | 300 | 70.00 | 300 | 73.33 |
| PrairieView Partners, LLC | 178 | 67.42 | 178 | 73.03 |
| JNBA Financial Advisors | 160 | 68.75 | 160 | 75.00 |
| First Command Financial Services, Inc. | 156 | 70.51 | 156 | 76.92 |
| First Command Bank | 156 | 70.51 | 156 | 76.92 |
| Private Ocean, LLC | 142 | 63.38 | 142 | 77.46 |
| Hexagon Capital Partners LLC | 129 | 69.77 | 155 | 77.42 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Gunma Bank,Ltd. | 94,000 | 70.13 | 0 | |
| Pacifica Partners Inc. | 2,765 | 70.52 | 2,765 | 67.99 |
| Washington Trust Advisors, Inc. | 402 | 69.65 | 17 | 58.82 |
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