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 327 40.00 40.34 39.65
Previous Quarter 327 41.00 40.43 41.29

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 18 43 102 70 84 37
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 1 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 8 10 65 5 38 20
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Past Week 0 0 0 1 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 2,511,012 17.61 20.46 1,728,864 12.12 39.78
Previous Quarter 1,377,138 9.66 40.43 1,657,819 11.63 40.39

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
BlackRock Inc. 1,335,618 38.43
BlackRock Inc. 1,173,914
Vanguard Group Inc 905,176 38.43
VANGUARD GROUP INC 841,002
Zimmer Partners, LP 589,781 38.43
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 411,366 40.43
Dimensional Fund Advisors Lp 381,540 38.43
IFRA - iShares U.S. Infrastructure ETF 334,883 40.43
IWM - iShares Russell 2000 ETF 298,234 40.43
State Street Corp 294,007 40.62
Geode Capital Management, Llc 255,608 38.43
VEXMX - Vanguard Extended Market Index Fund Investor Shares 169,333 40.43
Invesco Ltd. 148,330 38.43
Northern Trust Corp 147,831 38.43
Renaissance Technologies Llc 140,636 38.43
DFSTX - U.s. Small Cap Portfolio - Institutional Class 137,539 42.99
Gabelli Funds Llc 137,300 38.43
Deprince Race & Zollo Inc 136,226 40.43
CFWAX - Calvert Global Water Fund Class A 131,021 40.43
KBC Group NV 128,871 38.43

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
BlackRock Inc. 1,375,658 40.43
Vanguard Group Inc 847,231 40.43
Zimmer Partners, LP 626,713 40.43
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 411,366 40.43
Dimensional Fund Advisors Lp 381,767 40.43
IFRA - iShares U.S. Infrastructure ETF 334,883 40.43
IWM - iShares Russell 2000 ETF 298,234 40.43
State Street Corp 294,007 40.62
Geode Capital Management, Llc 245,738 40.43
VEXMX - Vanguard Extended Market Index Fund Investor Shares 169,333 40.43
Renaissance Technologies Llc 154,336 40.43
Northern Trust Corp 150,046 40.43
Invesco Ltd. 148,224 40.43
DFSTX - U.s. Small Cap Portfolio - Institutional Class 137,539 38.68
Gabelli Funds Llc 137,300 40.43
Deprince Race & Zollo Inc 136,226 40.43
CFWAX - Calvert Global Water Fund Class A 131,021 40.43
Eaton Vance Management 131,021 40.43
Morgan Stanley 118,218 40.43
IWO - iShares Russell 2000 Growth ETF 116,853 40.43

 

Recent Quarter Analysis

Name Shares PPS
VANGUARD GROUP INC 841,002
Johnson & White Wealth Management, LLC 27,802 38.41
Aqr Capital Management Llc 12,329 38.45
Cubist Systematic Strategies, LLC 9,106 38.44
State Of Wisconsin Investment Board 8,256 38.40
Kestra Advisory Services, LLC 6,967
Mariner, LLC 6,798 38.39
Zacks Investment Management 6,157 38.49
ZSCCX - Zacks Small-Cap Core Fund Investor Class 5,596 43.96
Virtu Financial LLC 5,479 38.51
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5,063 44.05
TILT - FlexShares Morningstar US Market Factor Tilt Index Fund 3,572 43.11
Acadian Asset Management Llc 3,100 38.39
ISCG - iShares Morningstar Small-Cap Growth ETF 1,727 42.85
ISCV - iShares Morningstar Small-Cap Value ETF 1,332 42.79
ISCB - iShares Morningstar Small-Cap ETF 906 43.05
Point72 Hong Kong Ltd 564 39.01
Wipfli Financial Advisors Llc, 92
Name Shares PPS
Penn Capital Management Co Inc 103,585 40.43
CSB - VictoryShares US Small Cap High Div Volatility Wtd ETF 60,823 49.78
Citadel Advisors Llc 25,380 40.43
Panagora Asset Management Inc 11,958 40.39
Graham Capital Management, L.P. 7,820 40.41
Oppenheimer & Co Inc 6,579 40.43
Shell Asset Management Co 6,294 40.36
Tortoise Capital Advisors, L.l.c. 5,270 40.42
BOGIX - Bogle Investment Management Small Cap Growth Fund 4,600 44.78
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,316 41.01
CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3,888 49.90
Tortoise Index Solutions, LLC 3,271 40.35
Carroll Financial Associates, Inc. 1,575 48.25
CSA - VictoryShares US Small Cap Volatility Wtd ETF 1,517 50.10
Selective Wealth Management, Inc. 800 40.00
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 300 50.00
Venture Visionary Partners LLC 200 40430.00
Covestor Ltd 8
FNY Investment Advisers, LLC
Annex Advisory Services, LLC
Kovitz Investment Group Partners, LLC
PDT Partners, LLC
PEAK6 Investments LLC
Principal Financial Group Inc
Fifth Third Bancorp
Motco
Meridian Wealth Partners, LLC
Delta Asset Management Llc/tn
SG Americas Securities, LLC
Stifel Financial Corp
Palisade Capital Management Llc/nj
Bessemer Group Inc
Bbr Partners, Llc
Brown Advisory Inc
Signet Financial Management, Llc
Addison Capital Co
Susquehanna International Group, Llp
Qube Research & Technologies Ltd
Hrt Financial Lp
Gratus Capital LLC
Assenagon Asset Management S.A.
Allworth Financial LP
Canada Pension Plan Investment Board
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 1,335,618 38.43 1,375,658 40.43
Vanguard Group Inc 905,176 38.43 847,231 40.43
Zimmer Partners, LP 589,781 38.43 626,713 40.43
Dimensional Fund Advisors Lp 381,540 38.43 381,767 40.43
Geode Capital Management, Llc 255,608 38.43 245,738 40.43
Invesco Ltd. 148,330 38.43 148,224 40.43
Northern Trust Corp 147,831 38.43 150,046 40.43
Renaissance Technologies Llc 140,636 38.43 154,336 40.43
Gabelli Funds Llc 137,300 38.43 137,300 40.43
KBC Group NV 128,871 38.43 102,604 40.43
Eaton Vance Management 120,231 38.43 131,021 40.43
Morgan Stanley 116,959 38.42 118,218 40.43
Charles Schwab Investment Management Inc 103,524 38.44 101,680 40.43
Legal & General Group Plc 96,981 38.43 78,265 40.43
Victory Capital Management Inc 86,544 38.43 87,321 40.43
Bank of New York Mellon Corp 83,121 38.43 77,654 40.42
Russell Investments Group, Ltd. 65,440 38.40 66,267 40.41
Bank Of America Corp /de/ 58,042 38.42 57,209 40.43
Harbor Investment Advisory, Llc 48,700 38.44 56,249 40.43
Two Sigma Advisers, Lp 48,000 38.44 37,800 40.42
Name Current Shares Current PPS Previous Shares Previous PPS
DFSTX - U.s. Small Cap Portfolio - Institutional Class 137,539 42.99 137,539 38.68
FSSNX - Fidelity Small Cap Index Fund 105,154 42.99 97,636 38.68
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 88,214 42.99 80,515 38.68
DFSCX - U.s. Micro Cap Portfolio - Institutional Class 87,307 42.99 87,307 38.68
VUIAX - Vanguard Utilities Index Fund Admiral Shares 86,051 43.97 85,567 40.99
FSMAX - Fidelity Extended Market Index Fund 70,617 43.97 71,470 40.98
CGW - Invesco S&P Global Water Index ETF 64,956 42.98 65,842 38.68
PHO - Invesco Water Resources ETF 64,204 42.99 45,392 38.69
SCHA - Schwab U.S. Small-Cap ETF 55,275 43.96 51,800 40.98
REBYX - U.S. Small Cap Equity Fund Class Y 41,521 42.99 26,433 38.66
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares 33,323 43.96 33,402 40.99
DFAS - Dimensional U.S. Small Cap ETF 33,024 43.00 33,024 38.67
SWSSX - Schwab Small-Cap Index Fund 31,953 43.00 29,186 38.68
DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class 29,489 43.00 29,489 38.69
FSKAX - Fidelity Total Market Index Fund 26,043 43.97 23,522 40.98
FUTY - Fidelity MSCI Utilities Index ETF 25,878 42.97 16,293 38.67
DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class 20,352 42.99 20,352 38.67
TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 19,768 43.00 18,462 38.67
FCFMX - Fidelity Series Total Market Index Fund 16,181 43.94 14,199 40.99
Global Retirement Partners, LLC 12,517 43.54 12,517 40.43
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Vanguard Group Inc 57,945 905,176 38.43 847,231 40.43 6.84
KBC Group NV 26,267 128,871 38.43 102,604 40.43 25.60
Verition Fund Management LLC 19,960 42,614 38.44 22,654 40.43 88.11
PHO - Invesco Water Resources ETF 18,812 64,204 42.99 45,392 38.69 41.44
Legal & General Group Plc 18,716 96,981 38.43 78,265 40.43 23.91
Quadrature Capital Ltd 16,569 22,947 38.48 6,378 40.45 259.78
Two Sigma Investments, Lp 16,288 45,604 38.44 29,316 40.42 55.56
REBYX - U.S. Small Cap Equity Fund Class Y 15,088 41,521 42.99 26,433 38.66 57.08
Man Group plc 10,400 10,400 38.46 0 0.00
Two Sigma Advisers, Lp 10,200 48,000 38.44 37,800 40.42 26.98
Geode Capital Management, Llc 9,870 255,608 38.43 245,738 40.43 4.02
CenterBook Partners LP 9,683 23,245 38.42 13,562 40.41 71.40
FUTY - Fidelity MSCI Utilities Index ETF 9,585 25,878 42.97 16,293 38.67 58.83
Jane Street Group, Llc 8,009 8,009 38.46 0 0.00
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 7,699 88,214 42.99 80,515 38.68 9.56
FSSNX - Fidelity Small Cap Index Fund 7,518 105,154 42.99 97,636 38.68 7.70
Norges Bank 7,426 7,426 43.63 0 0.00
Goldman Sachs Group Inc 6,781 34,500 38.43 27,719 40.44 24.46
Gsa Capital Partners Llp 5,792 5,792 38.50 0 0.00
Bank of New York Mellon Corp 5,467 83,121 38.43 77,654 40.42 7.04
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
BlackRock Inc. 40,040 1,335,618 38.43 1,375,658 40.43 -2.91
Zimmer Partners, LP 36,932 589,781 38.43 626,713 40.43 -5.89
Renaissance Technologies Llc 13,700 140,636 38.43 154,336 40.43 -8.88
Eaton Vance Management 10,790 120,231 38.43 131,021 40.43 -8.24
Harbor Investment Advisory, Llc 7,549 48,700 38.44 56,249 40.43 -13.42
Deutsche Bank Ag\ 6,746 6,492 38.51 13,238 40.41 -50.96
Geneos Wealth Management Inc. 3,150 307 35.83 3,457 41.08 -91.12
Northwestern Mutual Wealth Management Co 2,534 1,507 38.49 4,041 40.34 -62.71
Commonwealth Equity Services, Llc 2,487 9,197 38.38 11,684 40.40 -21.29
Northern Trust Corp 2,215 147,831 38.43 150,046 40.43 -1.48
Fmr Llc 2,032 5,516 38.25 7,548 40.54 -26.92
Strs Ohio 1,300 15,400 38.38 16,700 40.42 -7.78
Morgan Stanley 1,259 116,959 38.42 118,218 40.43 -1.06
CGW - Invesco S&P Global Water Index ETF 886 64,956 42.98 65,842 38.68 -1.35
FSMAX - Fidelity Extended Market Index Fund 853 70,617 43.97 71,470 40.98 -1.19
UBS Group AG 847 29,836 38.41 30,683 40.45 -2.76
Russell Investments Group, Ltd. 827 65,440 38.40 66,267 40.41 -1.25
Victory Capital Management Inc 777 86,544 38.43 87,321 40.43 -0.89
DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 772 5,913 38.39 6,685 40.39 -11.55
Collective Family Office Llc 769 13,578 38.44 14,347 40.43 -5.36
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Proequities, Inc. 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Simplex Trading, Llc 396 400 4 9900.00
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Johnson & White Wealth Management, LLC 27,802 38.41
Aqr Capital Management Llc 12,329 38.45
Cubist Systematic Strategies, LLC 9,106 38.44
State Of Wisconsin Investment Board 8,256 38.40
Mariner, LLC 6,798 38.39
Zacks Investment Management 6,157 38.49
Acadian Asset Management Llc 3,100 38.39
Point72 Hong Kong Ltd 564 39.01
Name Shares PPS
Tortoise Index Solutions, LLC 3,271 40.35
Venture Visionary Partners LLC 200 40430.00
Tortoise Capital Advisors, L.l.c. 5,270 40.42
Shell Asset Management Co 6,294 40.36
Covestor Ltd 8
Brown Advisory Inc
Oppenheimer & Co Inc 6,579 40.43
Panagora Asset Management Inc 11,958 40.39
Graham Capital Management, L.P. 7,820 40.41
Penn Capital Management Co Inc 103,585 40.43
Name Current Shares Current PPS Previous Shares Previous PPS
BlackRock Inc. 1,335,618 38.43 1,375,658 40.43
Vanguard Group Inc 905,176 38.43 847,231 40.43
Zimmer Partners, LP 589,781 38.43 626,713 40.43
Dimensional Fund Advisors Lp 381,540 38.43 381,767 40.43
Geode Capital Management, Llc 255,608 38.43 245,738 40.43
Invesco Ltd. 148,330 38.43 148,224 40.43
Northern Trust Corp 147,831 38.43 150,046 40.43
Renaissance Technologies Llc 140,636 38.43 154,336 40.43
Gabelli Funds Llc 137,300 38.43 137,300 40.43
Eaton Vance Management 120,231 38.43 131,021 40.43
Morgan Stanley 116,959 38.42 118,218 40.43
Charles Schwab Investment Management Inc 103,524 38.44 101,680 40.43
Legal & General Group Plc 96,981 38.43 78,265 40.43
Bank of New York Mellon Corp 83,121 38.43 77,654 40.42
Bank Of America Corp /de/ 58,042 38.42 57,209 40.43
Two Sigma Advisers, Lp 48,000 38.44 37,800 40.42
Two Sigma Investments, Lp 45,604 38.44 29,316 40.42
Nuveen Asset Management, LLC 43,644 38.42 43,789 40.42
Gamco Investors, Inc. Et Al 43,500 38.44 43,500 40.44
Teton Advisors, Inc. 43,007 38.44 43,007 40.44
Verition Fund Management LLC 42,614 38.44 22,654 40.43
Goldman Sachs Group Inc 34,500 38.43 27,719 40.44
Swiss National Bank 33,800 38.43 31,000 40.42
UBS Group AG 29,836 38.41 30,683 40.45
First Manhattan Co 24,264 38.41 24,264 40.39
CenterBook Partners LP 23,245 38.42 13,562 40.41
Quadrature Capital Ltd 22,947 38.48 6,378 40.45
DES - WisdomTree U.S. SmallCap Dividend Fund N/A 22,200 38.42 21,660 40.44
Martingale Asset Management L P 19,808 38.47 19,507 40.50
Pnc Financial Services Group, Inc. 19,284 38.48 19,288 40.49
Rhumbline Advisers 17,647 38.42 16,413 40.46
Credit Suisse Ag/ 16,513 38.39 16,001 40.50
Royal Bank Of Canada 11,754 38.45 11,486 40.40
ELCO Management Co., LLC 11,701 38.46 11,701 40.42
Brown Capital Management Llc 11,250 38.40 11,250 40.44
Summit Global Investments 11,200 38.39 11,100 40.45
Wells Fargo & Company/mn 11,010 38.51 11,095 40.47
Jpmorgan Chase & Co 9,643 38.37 9,476 40.42
Commonwealth Equity Services, Llc 9,197 38.38 11,684 40.40
Bnp Paribas Arbitrage, Sa 9,059 38.41 5,287 40.48
MetLife Investment Management, LLC 7,444 38.42 7,444 40.44
M&t Bank Corp 7,000 38.43 7,000 40.43
American International Group, Inc. 6,735 38.46 6,640 40.36
Ubs Asset Management Americas Inc 6,730 38.48 6,567 40.51
Deutsche Bank Ag\ 6,492 38.51 13,238 40.41
DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 5,913 38.39 6,685 40.39
Voya Investment Management Llc 5,895 38.51 5,895 40.37
Fmr Llc 5,516 38.25 7,548 40.54
Tower Research Capital LLC (TRC) 4,374 38.41 2,450 40.82
EES - WisdomTree U.S. SmallCap Fund N/A 3,698 38.40 3,581 40.49
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,300 38.48 900 40.00
Advisor Group Holdings, Inc. 3,263 38.31 3,262 40.47
Belpointe Asset Management LLC 3,236 38.32 3,325 40.30
Kepos Capital LP 2,879 38.56 2,457 40.29
Amalgamated Bank 2,283 38.55 2,249 40.46
Zurcher Kantonalbank (Zurich Cantonalbank) 1,702 38.19 1,702 40.54
Northwestern Mutual Wealth Management Co 1,507 38.49 4,041 40.34
Ameritas Investment Partners, Inc. 1,157 38.03 1,157 39.76
Column Capital Advisors, LLC 1,000 38.00 1,000 40.00
Metropolitan Life Insurance Co/ny 915 38.25 915 40.44
Quadrant Capital Group Llc 846 39.01 214 42.06
Citigroup Inc 571 38.53 1,241 40.29
Geneos Wealth Management Inc. 307 35.83 3,457 41.08
Lindbrook Capital, Llc 39 25.64 84 35.71
Parallel Advisors, LLC 27 37.04 23 43.48
Name Current Shares Current PPS Previous Shares Previous PPS
Man Group plc 10,400 38.46 0
Jane Street Group, Llc 8,009 38.46 0
Norges Bank 7,426 43.63 0
Gsa Capital Partners Llp 5,792 38.50 0
Aquatic Capital Management LLC 2,400 38.33 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Vanguard Group Inc 57,945 905,176 38.43 847,231 40.43 6.84
Verition Fund Management LLC 19,960 42,614 38.44 22,654 40.43 88.11
Legal & General Group Plc 18,716 96,981 38.43 78,265 40.43 23.91
Quadrature Capital Ltd 16,569 22,947 38.48 6,378 40.45 259.78
Two Sigma Investments, Lp 16,288 45,604 38.44 29,316 40.42 55.56
Man Group plc 10,400 10,400 38.46 0 0.00
Two Sigma Advisers, Lp 10,200 48,000 38.44 37,800 40.42 26.98
Geode Capital Management, Llc 9,870 255,608 38.43 245,738 40.43 4.02
CenterBook Partners LP 9,683 23,245 38.42 13,562 40.41 71.40
Jane Street Group, Llc 8,009 8,009 38.46 0 0.00
Norges Bank 7,426 7,426 43.63 0 0.00
Goldman Sachs Group Inc 6,781 34,500 38.43 27,719 40.44 24.46
Gsa Capital Partners Llp 5,792 5,792 38.50 0 0.00
Bank of New York Mellon Corp 5,467 83,121 38.43 77,654 40.42 7.04
Bnp Paribas Arbitrage, Sa 3,772 9,059 38.41 5,287 40.48 71.34
Swiss National Bank 2,800 33,800 38.43 31,000 40.42 9.03
Aquatic Capital Management LLC 2,400 2,400 38.33 0 0.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,400 3,300 38.48 900 40.00 266.67
Tower Research Capital LLC (TRC) 1,924 4,374 38.41 2,450 40.82 78.53
Charles Schwab Investment Management Inc 1,844 103,524 38.44 101,680 40.43 1.81
Rhumbline Advisers 1,234 17,647 38.42 16,413 40.46 7.52
Bank Of America Corp /de/ 833 58,042 38.42 57,209 40.43 1.46
Quadrant Capital Group Llc 632 846 39.01 214 42.06 295.33
DES - WisdomTree U.S. SmallCap Dividend Fund N/A 540 22,200 38.42 21,660 40.44 2.49
Credit Suisse Ag/ 512 16,513 38.39 16,001 40.50 3.20
Kepos Capital LP 422 2,879 38.56 2,457 40.29 17.18
Martingale Asset Management L P 301 19,808 38.47 19,507 40.50 1.54
Royal Bank Of Canada 268 11,754 38.45 11,486 40.40 2.33
Jpmorgan Chase & Co 167 9,643 38.37 9,476 40.42 1.76
Ubs Asset Management Americas Inc 163 6,730 38.48 6,567 40.51 2.48
Steward Partners Investment Advisory, Llc 135 1,535 1,400 9.64
EES - WisdomTree U.S. SmallCap Fund N/A 117 3,698 38.40 3,581 40.49 3.27
Invesco Ltd. 106 148,330 38.43 148,224 40.43 0.07
Summit Global Investments 100 11,200 38.39 11,100 40.45 0.90
American International Group, Inc. 95 6,735 38.46 6,640 40.36 1.43
Amalgamated Bank 34 2,283 38.55 2,249 40.46 1.51
Parallel Advisors, LLC 4 27 37.04 23 43.48 17.39
Advisor Group Holdings, Inc. 1 3,263 38.31 3,262 40.47 0.03
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
BlackRock Inc. 40,040 1,335,618 38.43 1,375,658 40.43 -2.91
Zimmer Partners, LP 36,932 589,781 38.43 626,713 40.43 -5.89
Renaissance Technologies Llc 13,700 140,636 38.43 154,336 40.43 -8.88
Eaton Vance Management 10,790 120,231 38.43 131,021 40.43 -8.24
Deutsche Bank Ag\ 6,746 6,492 38.51 13,238 40.41 -50.96
Geneos Wealth Management Inc. 3,150 307 35.83 3,457 41.08 -91.12
Northwestern Mutual Wealth Management Co 2,534 1,507 38.49 4,041 40.34 -62.71
Commonwealth Equity Services, Llc 2,487 9,197 38.38 11,684 40.40 -21.29
Northern Trust Corp 2,215 147,831 38.43 150,046 40.43 -1.48
Fmr Llc 2,032 5,516 38.25 7,548 40.54 -26.92
Morgan Stanley 1,259 116,959 38.42 118,218 40.43 -1.06
UBS Group AG 847 29,836 38.41 30,683 40.45 -2.76
DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 772 5,913 38.39 6,685 40.39 -11.55
Citigroup Inc 670 571 38.53 1,241 40.29 -53.99
Dimensional Fund Advisors Lp 227 381,540 38.43 381,767 40.43 -0.06
Nuveen Asset Management, LLC 145 43,644 38.42 43,789 40.42 -0.33
Belpointe Asset Management LLC 89 3,236 38.32 3,325 40.30 -2.68
Wells Fargo & Company/mn 85 11,010 38.51 11,095 40.47 -0.77
Lindbrook Capital, Llc 45 39 25.64 84 35.71 -53.57
Pnc Financial Services Group, Inc. 4 19,284 38.48 19,288 40.49 -0.02
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Proequities, Inc. 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 Percent Decrease
Name