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	669	37.00	38.29	37.89
Previous Quarter	700	38.00	38.30	38.16

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	27	178	94	15	42	38
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	0	4	2	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	11	4	33	12	11	15
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	100	0.00	0.00	0	0.00	0.00
Previous Quarter	100	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
Goldman Sachs Group Inc	14,607,500	38.30
Wells Fargo & Company/mn	9,525,751	38.30
Morgan Stanley	7,720,091	38.30
Creative Planning	5,311,313	38.30
Bank Of America Corp /de/	5,046,194	38.30
UBS Group AG	2,374,009	38.30
Jpmorgan Chase & Co	1,690,701	38.30
Tiaa, Fsb	1,295,796	38.16
LPL Financial LLC	1,189,321	38.30
Royal Bank Of Canada	1,179,263	38.30
Stephens Inc /ar/	1,172,904	38.30
Raymond James & Associates	1,108,513	38.30
Envestnet Asset Management Inc	1,107,330	38.30
Sumitomo Mitsui Trust Holdings, Inc.	910,526	34.45
Walker Asset Management, LLC	876,422	38.38
Susquehanna International Group, Llp	790,800	38.30
State Of Wisconsin Investment Board	692,300	38.30
Deutsche Bank Ag\	689,245	38.30
Allen Investment Management LLC	657,055	38.30
TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares	638,246	40.30

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
Goldman Sachs Group Inc	14,607,500	38.30
Wells Fargo & Company/mn	9,525,751	38.30
Morgan Stanley	7,720,091	38.30
Creative Planning	5,311,313	38.30
Bank Of America Corp /de/	5,046,194	38.30
UBS Group AG	2,374,009	38.30
Jpmorgan Chase & Co	1,690,701	38.30
Tiaa, Fsb	1,295,796	38.16
LPL Financial LLC	1,189,321	38.30
Royal Bank Of Canada	1,179,263	38.30
Stephens Inc /ar/	1,172,904	38.30
Raymond James & Associates	1,108,513	38.30
Envestnet Asset Management Inc	1,107,330	38.30
Sumitomo Mitsui Trust Holdings, Inc.	1,062,948	38.30
Susquehanna International Group, Llp	790,800	38.30
Naviter Wealth, LLC	695,935	38.30
State Of Wisconsin Investment Board	692,300	38.30
Deutsche Bank Ag\	689,245	38.30
Allen Investment Management LLC	657,055	38.30
TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares	638,246	37.59

Recent Quarter Analysis

Recent Quarter 27 New Institutes added position

Name	Shares	PPS
First American Trust, Fsb	379,304	34.45
IMLAX - Transamerica Asset Allocation - Moderate Growth Portfolio A	332,664	38.07
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	255,299	40.30
Bullseye Investment Management, LLC	233,160	34.45
IAAAX - Transamerica Asset Allocation - Growth Portfolio A	232,034	38.07
IMOAX - Transamerica Asset Allocation - Moderate Portfolio A	225,897	38.07
ICLAX - Transamerica Asset Allocation - Conservative Portfolio A	158,781	38.07
HighTower Trust Services, LTA	145,906	42.27
Deane Retirement Strategies, Inc.	132,923	34.96
Forte Asset Management Llc	101,004	34.45
Bnc Wealth Management, Llc	29,351	34.45
Saxon Interests, Inc.	27,960	34.44
Claybrook Capital, LLC	15,650	34.44
Violich Capital Management, Inc.	13,050	34.48
Financial Sense Advisors, Inc.	12,953	34.43
Flaharty Asset Management, LLC	11,270	34.43
Magnolia Capital Management Ltd	3,725	34.36
Ulland Investment Advisors, LLC	2,500	34.40
Baldwin Brothers Inc/ma	2,030	34.48
Founders Capital Management	808	34.65

Recent Quarter 178 Institutes closed out their positions

Name	Shares	PPS
Goldman Sachs Group Inc	14,607,500	38.30
Goldman Sachs Group Inc	14,607,500	38.30
Royal Bank Of Canada	1,179,263	38.30
Susquehanna International Group, Llp	790,800	38.30
Jane Street Group, Llc	471,600	38.30
HighTower Advisors, LLC	443,963	38.29
Credit Suisse Ag/	324,053	38.30
Credit Suisse Ag/	324,053	38.30
Truist Financial Corp	282,501	38.30
Friedenthal Financial	162,787	38.30
Continental Advisors Llc	124,223	38.30
Crescent Capital Consulting, LLC	47,417	32.71
IFP Advisors, Inc	24,597	32.93
Calton & Associates, Inc.	24,441	38.30
HAP Trading, LLC	11,938	38.28
HAP Trading, LLC	11,938	38.28
Mid Atlantic Financial Management Inc/adv	11,796	33.32
Stratos Wealth Advisors, LLC	11,775	38.30
Crown Wealth Group, LLC	9,931	38.26
Hnp Capital Llc	8,087	38.33
S.C. Financial Services, Inc.	7,640	38.35
Hamilton Wealth, LLC	5,753	38.24
Rockland Trust Co	5,424	38.35
Western Wealth Management, LLC	5,371	38.35
Richwood Investment Advisors, LLC	5,314	38.39
Carroll Financial Associates, Inc.	920	31.52
Sonora Investment Management, LLC	733	32.74
Wealth Quarterback LLC	305
Valley National Advisers Inc	275	40.00
West Bancorporation Inc	200	40.00
Knott David M	120	33.33
Allred Capital Management, LLC
Patten & Patten Inc/tn
Capital Wealth Planning, LLC
Proficio Capital Partners LLC
Kmg Fiduciary Partners, Llc
Atwood & Palmer Inc
Murphy Capital Management Inc
James Investment Research Inc
IHT Wealth Management, LLC
Fi3 FINANCIAL ADVISORS, LLC
Whittier Trust Co Of Nevada Inc
Independent Advisor Alliance
TCI Wealth Advisors, Inc.
HBW Advisory Services LLC
Grace Capital
All Season Financial Advisors, Inc.
Proffitt & Goodson Inc
Flagship Private Wealth, LLC
Freedman Financial Associates, Inc.
Old National Bancorp /in/
Financial Insights, Inc.
One Capital Management, LLC
Asset Dedication, LLC
Vectors Research Management, LLC
Strategic Blueprint, LLC
Level Four Advisory Services, Llc
McKinley Carter Wealth Services, Inc.
Aristides Capital LLC
Prelude Capital Management, Llc
Peapack Gladstone Financial Corp
Biltmore Capital Advisors LLC
Private Capital Management Llc
SOA Wealth Advisors, LLC.
Atlantic Union Bankshares Corp
G&S Capital LLC
Granite Point Capital Management, L.P.
Clarity Financial LLC
Kavar Capital Partners Group, Llc
Brown Brothers Harriman & Co
Ardsley Advisory Partners Lp
Aptus Capital Advisors, LLC
SG3 Management, LLC
Financial Services Advisory Inc
Y-Intercept (Hong Kong) Ltd
Context Capital Management, LLC
Sabal Trust CO
Guggenheim Capital Llc
Wealthspire Advisors, LLC
Beaird Harris Wealth Management, LLC
Graticule Asia Macro Advisors LLC
Capital Investment Advisory Services, LLC
Kesler, Norman & Wride, LLC
Robertson Stephens Wealth Management, LLC
Dixon Hughes Goodman Wealth Advisors LLC
Johnson Financial Group, Inc.
Parkside Financial Bank & Trust
Elmwood Wealth Management, Inc.
Taylor, Cottrill, Erickson & Associates, Inc.
Paragon Capital Management LLC
Chilton Capital Management Llc
West Family Investments, Inc.
Guggenheim Capital Llc
Lmcg Investments, Llc
Mystic Asset Management, Inc.
Salient Capital Advisors, LLC
Bluefin Capital Management, Llc
Kalos Management, Inc.
Kayne Anderson Capital Advisors Lp
SG3 Management, LLC
Jacobi Capital Management LLC
Amplius Wealth Advisors, LLC
Rainey & Randall Investment Management Inc.
Mirae Asset Global Investments Co., Ltd.
Sequoia Financial Advisors, LLC
Ford Financial Group, LLC
CoreCap Advisors, LLC
Capital Advisory Group Advisory Services, LLC
Lake Hills Wealth Management, LLC
Ausdal Financial Partners, Inc.
ExodusPoint Capital Management, LP
Two Sigma Securities, Llc
Huntington National Bank
HMS Capital Management, LLC
Phoenix Wealth Advisors
Frontier Wealth Management LLC
J. Goldman & Co LP
Budros, Ruhlin & Roe, Inc.
J. Goldman & Co LP
WASHINGTON TRUST Co
Retirement Planning Co of New England, Inc.
Oppenheimer Asset Management Inc.
CenterStar Asset Management, LLC
Weik Capital Management
SFI Advisors, LLC
Thompson Davis & Co., Inc.
Meridian Wealth Partners, LLC
Investors Financial Group, LLC
Fifth Third Securities, Inc.
Running Point Capital Advisors, LLC
Allegheny Financial Group LTD
Wealthsource Partners, Llc
Atlas Private Wealth Advisors
Federated Hermes, Inc.
Solstein Capital, LLC
Coulter & Justus Financial Services, LLC
Rinkey Investments
Whittier Trust Co
Cadence Wealth Management LLC
Parallax Volatility Advisers, L.P.
Cahill Financial Advisors Inc
Howe & Rusling Inc
MKP Capital Management, L.L.C.
Cushing Asset Management, Lp
Creative Financial Designs Inc /adv
Snowden Capital Advisors LLC
Pinnacle Financial Partners Inc
Pacitti Group Inc.
Chickasaw Capital Management Llc
Cassia Capital Partners, LLC
Danda Trouve Investment Management, Inc.
Marathon Trading Investment Management LLC
Centiva Capital, LP
Delta Asset Management Llc/tn
Condor Capital Management
Maryland State Retirement & Pension System
Advisors Preferred, LLC
Confluence Wealth Services, Inc.
Widmann Financial Services, Inc.
Qp Wealth Management, Llc
Zions Bancorporation, N.A.
Matisse Capital
Park Avenue Securities Llc
Parallax Volatility Advisers, L.P.
Antonetti Capital Management LLC
Global Strategic Investment Solutions, LLC
Pacific Center for Financial Services
Jones Financial Companies Lllp
Richard C. Young & CO., LTD.
TAP Consulting, LLC
MDCEX - Matisse Discounted Closed-End Fund Strategy Institutional Class Shares
Graves-Light Private Wealth Management, Inc.
Arkadios Wealth Advisors
Signature Securities Group Corporation
Parallax Volatility Advisers, L.P.
MUFG Americas Holdings Corp
Miller Howard Investments Inc /ny
Glaxis Capital Management, LLC

Recent Quarter 94 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sumitomo Mitsui Trust Holdings, Inc.	910,526	34.45	1,062,948	38.30
Naviter Wealth, LLC	621,528	34.45	695,935	38.30
Commonwealth Equity Services, Llc	416,709	34.45	335,725	38.30
American Research & Management Co.	324,131	34.45	323,498	38.30
Cambridge Investment Research Advisors, Inc.	312,003	34.45	169,725	38.30
Householder Group Estate & Retirement Specialist, LLC	290,428	34.45	290,701	38.30
Muhlenkamp & Co Inc	281,100	34.45	281,693	38.30
Truist Financial Corp	280,194	34.45	282,501	38.30
B&D White Capital Company, LLC	239,684	34.45	146,237	38.29
Golden Green, Inc.	234,453	34.45	231,211	38.30
Heartwood Wealth Advisors LLC	217,305	34.45	217,941	38.30
Transcend Wealth Collective, Llc	213,051	34.45	207,796	38.30
Shikiar Asset Management Inc	134,985	34.45	134,600	38.30
Bard Financial Services, Inc.	126,175	34.45	122,900	38.30
Brookstone Capital Management	124,293	35.02	204,727	38.40
Private Advisor Group, LLC	96,781	34.45	90,110	38.30
Fulcrum Equity Management	81,219	34.45	82,933	38.30
North Star Investment Management Corp.	79,086	34.46	53,178	38.31
Boenning & Scattergood, Inc.	53,069	34.45	51,742	38.31
Stratos Wealth Partners, LTD.	52,902	34.44	37,153	38.30

Recent Quarter 15 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Walker Asset Management, LLC	876,422	38.38	14,108	38.28
TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares	638,246	40.30	638,246	37.59
ASTMX - Astor Macro Alternative Fund Class A Shares	50,132	38.08	48,226	36.41
CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares	16,009	38.04	11,577	36.45
GTALX - Goldman Sachs Target Date 2035 Portfolio Class A Shares	3,375	40.30	3,375	37.63
GTMFX - Goldman Sachs Target Date 2025 Portfolio Investor Shares	3,265	40.43	3,265	37.67
Charter Oak Capital Management, LLC	3,167	34.42	3,167	32.84
GTAMX - Goldman Sachs Target Date 2040 Portfolio Class A Shares	3,042	40.43	3,042	37.48
GTBAX - Goldman Sachs Target Date 2060 Portfolio Class A Shares	3,029	40.28	3,029	37.64
GTAQX - Goldman Sachs Target Date 2045 Portfolio Class A Shares	3,004	40.28	3,004	37.62
GTANX - Goldman Sachs Target Date 2055 Portfolio Class A Shares	2,638	40.18	2,638	37.53
GTAJX - Goldman Sachs Target Date 2030 Portfolio Class A Shares	2,589	40.17	2,589	37.47
GTASX - Goldman Sachs Target Date 2050 Portfolio Class A Shares	2,581	40.29	2,581	37.58
GTAHX - Goldman Sachs Target Date 2020 Portfolio Class A Shares	2,390	40.17	2,390	37.66
Gradient Investments LLC	15	66.67	26	38.46

Recent Quarter 42 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	862,314	876,422	38.38	14,108	38.28	6112.23
Cambridge Investment Research Advisors, Inc.	142,278	312,003	34.45	169,725	38.30	83.83
B&D White Capital Company, LLC	93,447	239,684	34.45	146,237	38.29	63.90
Commonwealth Equity Services, Llc	80,984	416,709	34.45	335,725	38.30	24.12
North Star Investment Management Corp.	25,908	79,086	34.46	53,178	38.31	48.72
Stratos Wealth Partners, LTD.	15,749	52,902	34.44	37,153	38.30	42.39
Wealthfront Advisers Llc	11,872	40,055	34.45	28,183	38.29	42.12
Private Advisor Group, LLC	6,671	96,781	34.45	90,110	38.30	7.40
Transcend Wealth Collective, Llc	5,255	213,051	34.45	207,796	38.30	2.53
Sargent Bickham Lagudis LLC	4,782	7,616	34.40	2,834	38.46	168.74
CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares	4,432	16,009	38.04	11,577	36.45	38.28
Bard Financial Services, Inc.	3,275	126,175	34.45	122,900	38.30	2.66
Golden Green, Inc.	3,242	234,453	34.45	231,211	38.30	1.40
Global Trust Asset Management, LLC	2,836	11,590	34.43	8,754	38.27	32.40
Onyx Bridge Wealth Group LLC	2,402	10,176	35.97	7,774	38.08	30.90
ASTMX - Astor Macro Alternative Fund Class A Shares	1,906	50,132	38.08	48,226	36.41	3.95
Westside Investment Management, Inc.	1,863	23,293	0.04	21,430	0.05	8.69
Alpha Omega Wealth Management LLC	1,468	7,357	34.39	5,889	38.38	24.93
Boenning & Scattergood, Inc.	1,327	53,069	34.45	51,742	38.31	2.56
Beirne Wealth Consulting Services, LLC	1,277	11,975	34.49	10,698	38.14	11.94

Recent Quarter 38 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Sumitomo Mitsui Trust Holdings, Inc.	152,422	910,526	34.45	1,062,948	38.30	-14.34
Brookstone Capital Management	80,434	124,293	35.02	204,727	38.40	-39.29
Naviter Wealth, LLC	74,407	621,528	34.45	695,935	38.30	-10.69
Provident Wealth Management, LLC	25,798	22,884	34.43	48,682	38.31	-52.99
Edge Wealth Management LLC	14,104	6,195	34.38	20,299	38.28	-69.48
Krilogy Financial LLC	12,705	13,533	34.43	26,238	38.30	-48.42
One + One Wealth Management, Llc	11,845	37,792	34.45	49,637	38.30	-23.86
Worth Asset Management, LLC	8,825	13,351	34.45	22,176	36.26	-39.80
Greenspring Advisors, LLC	7,659	52,635	34.46	60,294	38.31	-12.70
Vigilare Wealth Management	6,908	22,123	34.44	29,031	38.30	-23.80
Money Concepts Capital Corp	6,264	3,566	35.05	9,830	38.25	-63.72
Brinker Capital Investments, LLC	5,687	5,883	34.51	11,570	38.29	-49.15
Geneos Wealth Management Inc.	4,048	20,981	34.94	25,029	38.28	-16.17
Spire Wealth Management	3,210	5,611	34.40	8,821	38.32	-36.39
Dearborn Partners Llc	2,440	35,033	34.45	37,473	38.29	-6.51
Truist Financial Corp	2,307	280,194	34.45	282,501	38.30	-0.82
Washington Trust Advisors, Inc.	2,131	46,347	34.46	48,478	38.31	-4.40
Fulcrum Equity Management	1,714	81,219	34.45	82,933	38.30	-2.07
Lake Street Financial Llc	1,552	48,062	34.46	49,614	38.30	-3.13
Pettinga Financial Advisors, LLC	1,150	17,040	34.45	18,190	38.32	-6.32

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 4 Previous Institutes closed Put Positions

Name	Previous Puts
Cushing Asset Management, Lp	0
J. Goldman & Co LP	0
Kayne Anderson Capital Advisors Lp	0
SG3 Management, LLC	0

Recent Quarter 2 Previous Institutes closed Call Positions

Name	Previous Calls
Parallax Volatility Advisers, L.P.	0
MKP Capital Management, L.L.C.	0

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

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 11 New Institutes added position

Name	Shares	PPS
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	255,299	40.30
Bullseye Investment Management, LLC	233,160	34.45
HighTower Trust Services, LTA	145,906	42.27
Forte Asset Management Llc	101,004	34.45
Bnc Wealth Management, Llc	29,351	34.45
Saxon Interests, Inc.	27,960	34.44
Violich Capital Management, Inc.	13,050	34.48
Ulland Investment Advisors, LLC	2,500	34.40
Founders Capital Management	808	34.65
Urban Wealth Management, LLC	50	40.00
First Command Advisory Services, Inc.	25	40.00

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Stratos Wealth Advisors, LLC	11,775	38.30
Richwood Investment Advisors, LLC	5,314	38.39
Hnp Capital Llc	8,087	38.33
Crown Wealth Group, LLC	9,931	38.26

Past Week 33 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Sumitomo Mitsui Trust Holdings, Inc.	910,526	34.45	1,062,948	38.30
American Research & Management Co.	324,131	34.45	323,498	38.30
Truist Financial Corp	280,194	34.45	282,501	38.30
Heartwood Wealth Advisors LLC	217,305	34.45	217,941	38.30
Stratos Wealth Partners, LTD.	52,902	34.44	37,153	38.30
Washington Trust Advisors, Inc.	46,347	34.46	48,478	38.31
Wealthfront Advisers Llc	40,055	34.45	28,183	38.29
Dearborn Partners Llc	35,033	34.45	37,473	38.29
Savant Capital, LLC	33,045	34.44	34,045	38.30
Alpha Cubed Investments, LLC	32,770	34.45	32,240	38.31
LeJeune Puetz Investment Counsel LLC	28,540	34.44	28,540	38.30
Aurora Private Wealth, Inc.	27,350	34.44	28,245	38.31
Geneos Wealth Management Inc.	20,981	34.94	25,029	38.28
Regions Financial Corp	20,566	34.43	19,679	38.26
Lakeview Capital Partners, LLC	19,744	34.44	19,951	38.29
Northwest Wealth Management, Llc	16,254	34.45	17,154	38.30
Covenant Asset Management, LLC	16,104	34.46	16,769	38.28
Green Square Capital Advisors Llc	15,648	34.45	14,866	38.28
Onyx Bridge Wealth Group LLC	10,176	35.97	7,774	38.08
Segment Wealth Management, LLC	9,210	34.42	9,210	38.33
Wedbush Securities Inc	8,392	34.44	8,564	38.30
Courier Capital Llc	8,088	34.50	8,087	38.33
Legacy Advisors, LLC	7,936	34.40	7,936	38.31
Fortem Financial Group, Llc	7,578	34.44	7,578	38.27
Alpha Omega Wealth Management LLC	7,357	34.39	5,889	38.38
Edge Wealth Management LLC	6,195	34.38	20,299	38.28
Spire Wealth Management	5,611	34.40	8,821	38.32
Arlington Partners LLC	5,350	34.39	5,350	38.32
Bogart Wealth, LLC	3,832	34.45	3,832	38.36
Sandy Spring Bank	2,855	34.33	2,855	38.18
Hexagon Capital Partners LLC	2,336	34.25	2,954	38.25
Umb Bank N A/mo	400	35.00	400	37.50
Macroview Investment Management Llc	284	35.21	278	39.57

Past Week 12 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Walker Asset Management, LLC	876,422	38.38	14,108	38.28
TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares	638,246	40.30	638,246	37.59
GTALX - Goldman Sachs Target Date 2035 Portfolio Class A Shares	3,375	40.30	3,375	37.63
GTMFX - Goldman Sachs Target Date 2025 Portfolio Investor Shares	3,265	40.43	3,265	37.67
Charter Oak Capital Management, LLC	3,167	34.42	3,167	32.84
GTAMX - Goldman Sachs Target Date 2040 Portfolio Class A Shares	3,042	40.43	3,042	37.48
GTBAX - Goldman Sachs Target Date 2060 Portfolio Class A Shares	3,029	40.28	3,029	37.64
GTAQX - Goldman Sachs Target Date 2045 Portfolio Class A Shares	3,004	40.28	3,004	37.62
GTANX - Goldman Sachs Target Date 2055 Portfolio Class A Shares	2,638	40.18	2,638	37.53
GTAJX - Goldman Sachs Target Date 2030 Portfolio Class A Shares	2,589	40.17	2,589	37.47
GTASX - Goldman Sachs Target Date 2050 Portfolio Class A Shares	2,581	40.29	2,581	37.58
GTAHX - Goldman Sachs Target Date 2020 Portfolio Class A Shares	2,390	40.17	2,390	37.66

Past Week 11 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Walker Asset Management, LLC	862,314	876,422	38.38	14,108	38.28	6112.23
Stratos Wealth Partners, LTD.	15,749	52,902	34.44	37,153	38.30	42.39
Wealthfront Advisers Llc	11,872	40,055	34.45	28,183	38.29	42.12
Onyx Bridge Wealth Group LLC	2,402	10,176	35.97	7,774	38.08	30.90
Alpha Omega Wealth Management LLC	1,468	7,357	34.39	5,889	38.38	24.93
Regions Financial Corp	887	20,566	34.43	19,679	38.26	4.51
Green Square Capital Advisors Llc	782	15,648	34.45	14,866	38.28	5.26
American Research & Management Co.	633	324,131	34.45	323,498	38.30	0.20
Alpha Cubed Investments, LLC	530	32,770	34.45	32,240	38.31	1.64
Macroview Investment Management Llc	6	284	35.21	278	39.57	2.16
Courier Capital Llc	1	8,088	34.50	8,087	38.33	0.01

Past Week 15 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Sumitomo Mitsui Trust Holdings, Inc.	152,422	910,526	34.45	1,062,948	38.30	-14.34
Edge Wealth Management LLC	14,104	6,195	34.38	20,299	38.28	-69.48
Geneos Wealth Management Inc.	4,048	20,981	34.94	25,029	38.28	-16.17
Spire Wealth Management	3,210	5,611	34.40	8,821	38.32	-36.39
Dearborn Partners Llc	2,440	35,033	34.45	37,473	38.29	-6.51
Truist Financial Corp	2,307	280,194	34.45	282,501	38.30	-0.82
Washington Trust Advisors, Inc.	2,131	46,347	34.46	48,478	38.31	-4.40
Savant Capital, LLC	1,000	33,045	34.44	34,045	38.30	-2.94
Northwest Wealth Management, Llc	900	16,254	34.45	17,154	38.30	-5.25
Aurora Private Wealth, Inc.	895	27,350	34.44	28,245	38.31	-3.17
Covenant Asset Management, LLC	665	16,104	34.46	16,769	38.28	-3.97
Heartwood Wealth Advisors LLC	636	217,305	34.45	217,941	38.30	-0.29
Hexagon Capital Partners LLC	618	2,336	34.25	2,954	38.25	-20.92
Lakeview Capital Partners, LLC	207	19,744	34.44	19,951	38.29	-1.04
Wedbush Securities Inc	172	8,392	34.44	8,564	38.30	-2.01

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