Institutional Ownership Stats

Institutional Ownership is one very important way to analyze how a stock will perform in the future. Here's a good article weighing the pros and cons of institutional ownership.

The table below is a summary of the mean, median and true PPS (Price Per Share) the institutions have paid in the current and last quarter. Most institutes hedge their bets both ways to protect the investment. The do so by buying puts and calls for a stock as well, apart from stock ownership.

Quarter	Institute Count	Mean PPS	Median PPS	True Value PPS
Current Quarter	1,469	NaN	0.00	413.19
Previous Quarter	1,532	NaN	0.00	416.26

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	16	208	239	6	101	83
Time	New Puts	New Calls	New Short	Deleted Puts	Deleted Calls	Deleted Short
Current Quarter	0	0	1	2	1	0
Time	Increased Puts	Increased Calls	Increased Short	Reduced Puts	Reduced Calls	Reduced Short
Current Quarter	0	0	1	0	0	0
Time	New Institutions	Out	Averaged Down	Averaged Up	Added Shares	Reduced Shares
Past Week	4	7	37	2	18	14
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	8,091,476	16.41	211.09	10,518,985	21.34	417.27
Previous Quarter	4,090,651	8.30	417.56	10,554,088	21.41	417.35

Current Quarter Top 20 Holding Institutes

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

Name	Shares	PPS
Vanguard Group Inc	5,368,727	417.59
VANGUARD GROUP INC	5,298,087
BlackRock Inc.	4,003,006	417.59
BlackRock Inc.	4,000,869
Price T Rowe Associates Inc /md/	3,566,873	417.59
PRICE T ROWE ASSOCIATES INC /MD/	3,159,263
State Street Corp	2,177,872	417.59
Invesco Ltd.	1,620,188	417.59
Veritas Asset Management LLP	1,566,188	417.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,424,382	417.59
Generation Investment Management Llp	1,372,811	417.59
Janus Henderson Group Plc	1,369,349	417.61
Kayne Anderson Rudnick Investment Management Llc	1,285,440	417.59
Alliancebernstein L.p.	1,242,881	417.59
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc.	1,224,900	417.59
Jpmorgan Chase & Co	1,120,044	417.59
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	1,119,307	417.59
Bank of New York Mellon Corp	1,089,699	417.59
VFINX - Vanguard 500 Index Fund Investor Shares	1,078,557	417.59
Massachusetts Financial Services Co /ma/	1,047,915	417.59

Previous Quarter Top 20 Holding Institutes

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

Name	Shares	PPS
Vanguard Group Inc	5,368,727	417.59
BlackRock Inc.	4,003,006	417.59
Price T Rowe Associates Inc /md/	3,566,873	417.59
State Street Corp	2,177,872	417.59
Invesco Ltd.	1,620,188	417.59
Veritas Asset Management LLP	1,566,188	417.59
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares	1,424,382	417.59
Generation Investment Management Llp	1,372,811	417.59
Janus Henderson Group Plc	1,369,349	417.61
Kayne Anderson Rudnick Investment Management Llc	1,285,440	417.59
Alliancebernstein L.p.	1,242,881	417.59
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc.	1,224,900	417.59
Jpmorgan Chase & Co	1,120,044	417.59
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares	1,119,307	417.59
Bank of New York Mellon Corp	1,089,699	417.59
VFINX - Vanguard 500 Index Fund Investor Shares	1,078,557	417.59
Massachusetts Financial Services Co /ma/	1,047,915	417.59
Geode Capital Management, Llc	934,162	416.59
Victory Capital Management Inc	884,232	416.05
Allianz Asset Management GmbH	880,871	417.59

Recent Quarter Analysis

Recent Quarter 16 New Institutes added position

Name	Shares	PPS
VANGUARD GROUP INC	5,298,087
BlackRock Inc.	4,000,869
PRICE T ROWE ASSOCIATES INC /MD/	3,159,263
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6	140,176	361.04
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R	1,338	360.99
HighTower Trust Services, LTA	1,191	516.37
Villere St Denis J & Co Llc	750	312.00
PBAIX - Blackrock Tactical Opportunities Fund Institutional	620	361.29
DRASX - BNY Mellon Sustainable Balanced Fund Service Shares	191	361.26
ADMQX - 361 Domestic Long/Short Equity Fund Investor Class	154	363.64
TILDX - DCM/INNOVA High Dividend Income Innovation Fund	150	360.00
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3	52	365.38
Gradient Investments LLC	10	300.00
CPI - IQ Real Return ETF	8	375.00
Steward Financial Group LLC	8	250.00
Harbor Investment Advisory, Llc	3	333.33

Recent Quarter 208 Institutes closed out their positions

Name	Shares	PPS
Millennium Management Llc	263,685	417.59
PIGFX - Pioneer Fundamental Growth Fund : Class A	226,563	413.31
Marshall Wace North America L.P.	81,023	413.30
Barclays Plc	73,448	417.59
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC Class A	60,020	413.31
Two Sigma Investments, Lp	39,832	417.58
Two Sigma Investments, Lp	39,832	417.58
Pura Vida Investments, Llc	37,300	417.59
JCCIX - John Hancock Small Cap Core Fund Class I	28,857	416.92
FBGRX - Fidelity Blue Chip Growth Fund	26,062	416.93
GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares	25,686	413.30
NUGO - Nuveen Growth Opportunities ETF	19,437	416.94
VMGRX - Vanguard Mid-Cap Growth Fund Investor Shares	19,148	416.91
VSEQX - Vanguard Strategic Equity Fund Investor Shares	16,834	413.33
MXLGX - Great-West Large Cap Growth Fund Investor Class	14,408	413.31
SPYG - SPDR(R) Portfolio S&P 500 Growth ETF	13,771	413.33
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A	12,653	413.34
IUSG - iShares Core S&P U.S. Growth ETF	11,857	413.34
Capstone Investment Advisors, Llc	4,800	417.50
HighTower Advisors, LLC	4,455	418.86
Optimal Asset Management, Inc.	3,301	413.21
FSBDX - Fidelity Series Blue Chip Growth Fund	3,200	416.88
Tributary Capital Management, LLC	3,200	417.50
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC	2,980	413.42
FBCGX - Fidelity Blue Chip Growth K6 Fund	2,915	416.81
AMTAX - AB All Market Real Return Portfolio Class A	2,830	398.23
GFCIX - Guggenheim Capital Stewardship Fund Institutional	2,671	413.33
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I	2,200	413.18
JOET - Virtus Terranova U.S. Quality Momentum ETF	1,920	416.67
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund)	1,873	413.24
GARIX - Gotham Absolute Return Fund Institutional Class	1,609	413.30
SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF	1,523	416.94
TRSDX - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares	1,368	413.01
First Mercantile Trust Co	1,321	413.32
HighPoint Advisor Group LLC	1,097	412.94
World Asset Management Inc	803	413.45
IBM Retirement Fund	775	418.06
B. Metzler seel. Sohn & Co. Holding AG	667	413.79
GENIX - Gotham Enhanced Return Fund Institutional Class	638	413.79
Bbva Usa	619	413.57
McLean Asset Management Corp	616	417.21
Heritage Wealth Management, Llc	587	413.97
Beacon Investment Advisory Services, Inc.	574	418.12
Sawtooth Solutions, LLC	565	417.70
Canandaigua National Corp	560	417.86
Raymond James Trust N.a.	503	417.50
REUYX - Sustainable Equity Fund Class Y	399	416.04
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1	331	416.92
DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES	292	417.81
FLSP - Franklin Liberty Systematic Style Premia ETF	266	413.53
Koshinski Asset Management, Inc.	248	419.35
ABPAX - AB Conservative Wealth Strategy Class A	230	378.26
GONIX - Gotham Neutral Fund Institutional Class	230	413.04
SBQAX - AmericaFirst Large Cap Share Buyback Fund Class A	229	414.85
FTDS - First Trust Total US Market AlphaDEX ETF	226	411.50
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1	186	413.98
Berman Capital Advisors, LLC	179	407.82
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio	176	414.77
Prentice Wealth Management LLC	112	410.71
Harel Insurance Investments & Financial Services Ltd.	90	422.22
PrairieView Partners, LLC	78	423.08
CSQAX - Credit Suisse Multialternative Strategy Fund Class A Shares	76	421.05
FLCLX - Fidelity Flex Large Cap Growth Fund	62	419.35
Gemmer Asset Management LLC	47	404.26
IMWAX - Ivy ProShares MSCI ACWI Index Fund Class A	43	418.60
Profunds - Profund Vp Large-cap Growth	31	419.35
IFP Advisors, Inc	23	434.78
LGPIX - Large-cap Growth Profund Investor Class	22	409.09
GSSFX - Gotham Short Strategies Fund Institutional Class	17	411.76
SOA Wealth Advisors, LLC.	4	250.00
Marino, Stram & Associates Llc
Pendal Group Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class
Paloma Partners Management Co
Gsa Capital Partners Llp
Shell Asset Management Co
Arkadios Wealth Advisors
Farmers & Merchants Investments Inc
MXMVX - Great-West Mid Cap Value Fund Investor Class
Savior LLC
Washington Capital Management Inc
Vigilant Capital Management, LLC
PHLAX - PGIM Jennison Health Sciences Fund Class A
GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
Prelude Capital Management, Llc
Brown Advisory Inc
Semmax Financial Advisors Inc.
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
GDEPX - Goldman Sachs Defensive Equity Fund Class P Shares
GIVYX - Global Tactical Fund Institutional Class
Montag A & Associates Inc
Community Capital Management, Inc.
Moloney Securities Asset Management, LLC
Wolverine Asset Management Llc
Fragasso Group Inc.
Pictet & Cie (Europe) SA
Qube Research & Technologies Ltd
Eagle Bay Advisors LLC
Caxton Associates Lp
Confluence Wealth Services, Inc.
Gerber Kawasaki Wealth & Investment Management
Weiss Asset Management LP
CoreCap Advisors, LLC
Jump Financial, LLC
IVW - iShares S&P 500 Growth ETF
Voloridge Investment Management, Llc
Findlay Park Partners LLP
Cambridge Trust Co
Westwood Holdings Group Inc
Arlington Partners LLC
Highland Capital Management Fund Advisors, L.p.
Advisory Services Network, LLC
AMP Capital Investors Ltd
Norges Bank
Lmcg Investments, Llc
Pallas Capital Advisors LLC
Quantitative Investment Management, LLC
Dynamic Technology Lab Private Ltd
Toews Corp /adv
Pensionfund DSM Netherlands
Walleye Trading LLC
Sectoral Asset Management Inc
Shapiro Capital Management Llc
Amplius Wealth Advisors, LLC
Standard Family Office LLC
Berkshire Bank
Aigen Investment Management, Lp
Ergoteles LLC
Kingsview Wealth Management, LLC
Barings Llc
DAVENPORT & Co LLC
Renaissance Technologies Llc
AWM Investment Company, Inc.
Bp Plc
Plante Moran Financial Advisors, LLC
NGQAX - Neuberger Berman Integrated Large Cap Fund Class A
Mirae Asset Global Investments Co., Ltd.
PineBridge Investments, L.P.
Healthcare Of Ontario Pension Plan Trust Fund
Wbi Investments, Inc.
Checchi Capital Advisers, LLC
Advisor Resource Council
Appleton Group, Llc
Cahill Financial Advisors Inc
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Johnson Financial Group, Inc.
Winton Capital Group Ltd
Dark Forest Capital Management Lp
ExodusPoint Capital Management, LP
Resolute Advisors LLC
Moors & Cabot, Inc.
Cutler Group LP
Arrow Investment Advisors, LLC
Cranbrook Wealth Management, LLC
Fred Alger Management, Llc
Costello Asset Management, INC
O'shaughnessy Asset Management, Llc
FAAAX - Franklin K2 Alternative Strategies Fund Class A
Opal Wealth Advisors, LLC
Bluestein R H & Co
Capital Analysts, Inc.
Teza Capital Management LLC
Watchman Group, Inc.
Varma Mutual Pension Insurance Co
Quilter Plc
Eagle Asset Management Inc
Wealth Advisory Solutions, LLC
Engineers Gate Manager LP
SPLV - Invesco S&P 500 Low Volatility ETF
Centiva Capital, LP
Y-Intercept (Hong Kong) Ltd
Alphasimplex Group, Llc
Quadrature Capital Ltd
Cresset Asset Management, LLC
Total Clarity Wealth Management, Inc.
Kingsview Wealth Management, LLC
Evolution Wealth Advisors, LLC
Arrowstreet Capital, Limited Partnership
First Quadrant L P/ca
Quantbot Technologies LP
Mirabella Financial Services Llp
Liberty Wealth Management Llc
Kingfisher Capital LLC
Howe & Rusling Inc
Cutler Group LP
Alpha Paradigm Partners, LLC
Capula Management Ltd
West Family Investments, Inc.
QCGRRX - Growth Account Class R1
Bridgefront Capital, LLC
Agf Investments Inc.
Connor, Clark & Lunn Investment Management Ltd.
Consolidated Planning Corp
Los Angeles Capital Management Llc
9258 Wealth Management, LLC
Steel Peak Wealth Management LLC
XTX Topco Ltd
Stonebridge Capital Advisors LLC
Covington Capital Management
Focused Wealth Management, Inc
Astrantus Ltd
Maven Securities LTD
Anfield Capital Management, LLC
Edmond De Rothschild Holding S.a.
Campbell & CO Investment Adviser LLC
Marathon Capital Management
Echo Street Capital Management LLC
CX Institutional

Recent Quarter 239 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
VETAX - Victory Sycamore Established Value Fund Class A	615,000	361.04	640,000	398.30
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C	298,526	361.04	298,526	398.30
Boston Trust Walden Corp	234,564	313.12	217,000	417.59
USMV - iShares Edge MSCI Min Vol USA ETF	216,343	361.04	217,325	398.30
OWSMX - Old Westbury Small & Mid Cap Strategies Fund	208,436	361.04	208,436	398.30
RSP - Invesco S&P 500 Equal Weight ETF	170,996	361.04	164,667	398.30
QUAL - iShares Edge MSCI USA Quality Factor ETF	132,380	361.04	129,206	398.30
FSMDX - Fidelity Mid Cap Index Fund	118,782	361.04	109,103	398.30
CHTRX - Invesco Charter Fund Class A	98,546	361.04	98,546	398.30
PMPRX - MidCap Value Fund I R-3	93,598	361.04	78,837	398.30
SWPPX - Schwab S&P 500 Index Fund	89,297	361.04	87,748	398.30
CMIDX - Congress Mid Cap Growth Fund Retail Class	85,010	361.04	85,010	398.29
ASMMX - Invesco Summit Fund Class A	81,450	361.04	71,640	398.30
MWEFX - MFS Global Equity Fund A	80,793	361.05	82,255	398.30
CMNWX - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A	77,623	361.04	66,718	398.30
OWACX - Old Westbury All Cap Core Fund	75,184	361.03	76,502	398.30
Vaughan Nelson Investment Management, L.p.	69,357	313.12	71,902	417.60
Frontier Capital Management Co Llc	67,714	313.13	69,304	417.59
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C	60,476	361.04	79,972	398.30
FXH - First Trust Health Care AlphaDEX Fund	56,914	361.04	75,013	398.30

Recent Quarter 6 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Summit Global Investments	4,768	396.18	0
NuWave Investment Management, LLC	173	312.14	0
Trust Co Of Vermont	85	317.65	0
NSFFX - Natixis Sustainable Future 2030 Fund Class N	10	400.00	11	363.64
TCI Wealth Advisors, Inc.	8	375.00	3	333.33
NSFEX - Natixis Sustainable Future 2025 Fund Class N	5	400.00	6	333.33

Recent Quarter 101 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DSMFX - Destinations Small-Mid Cap Equity Fund Class I	30,100	47,100	350.74	17,000	409.00	177.06
DLCFX - Destinations Large Cap Equity Fund Class I	23,035	40,254	350.75	17,219	409.02	133.78
Boston Trust Walden Corp	17,564	234,564	313.12	217,000	417.59	8.09
PMPRX - MidCap Value Fund I R-3	14,761	93,598	361.04	78,837	398.30	18.72
CMNWX - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A	10,905	77,623	361.04	66,718	398.30	16.34
ASMMX - Invesco Summit Fund Class A	9,810	81,450	361.04	71,640	398.30	13.69
FSMDX - Fidelity Mid Cap Index Fund	9,679	118,782	361.04	109,103	398.30	8.87
GGHCX - INVESCO Health Care Fund Class A	9,455	24,907	361.02	15,452	398.33	61.19
Cambridge Investment Research Advisors, Inc.	9,022	9,756	313.14	734	418.26	1229.16
FTC - First Trust Large Cap Growth AlphaDEX Fund	7,462	12,674	361.05	5,212	398.31	143.17
RSP - Invesco S&P 500 Equal Weight ETF	6,329	170,996	361.04	164,667	398.30	3.84
Handelsinvest Investeringsforvaltning	6,134	50,452	313.13	44,318	417.60	13.84
SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A	6,095	31,541	361.05	25,446	398.29	23.95
Summit Global Investments	4,768	4,768	396.18	0		0.00
TIEIX - TIAA-CREF Equity Index Fund Institutional Class	3,469	38,453	361.04	34,984	398.30	9.92
QUAL - iShares Edge MSCI USA Quality Factor ETF	3,174	132,380	361.04	129,206	398.30	2.46
FEX - First Trust Large Cap Core AlphaDEX Fund	2,515	4,956	360.98	2,441	417.04	103.03
VEXPX - VANGUARD EXPLORER FUND Investor Shares	1,784	43,209	361.04	41,425	398.31	4.31
FLCOX - Fidelity Large Cap Value Index Fund	1,747	13,048	361.05	11,301	398.28	15.46
SPHQ - Invesco S&P 500 Quality ETF	1,728	24,304	361.05	22,576	398.30	7.65

Recent Quarter 83 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
VETAX - Victory Sycamore Established Value Fund Class A	25,000	615,000	361.04	640,000	398.30	-3.91
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C	19,496	60,476	361.04	79,972	398.30	-24.38
FXH - First Trust Health Care AlphaDEX Fund	18,099	56,914	361.04	75,013	398.30	-24.13
PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares	3,779	2,494	360.87	6,273	398.37	-60.24
FLCPX - Fidelity SAI U.S. Large Cap Index Fund	3,164	16,328	361.04	19,492	398.32	-16.23
TOK - iShares MSCI Kokusai ETF	3,122	177	361.58	3,299	398.30	-94.63
PMVAX - Putnam Sustainable Future Fund Class A Shares	3,081	25,819	361.05	28,900	398.30	-10.66
Truist Financial Corp	2,810	18,908	313.15	21,718	417.58	-12.94
EULAV Asset Management	2,600	22,100	313.12	24,700	417.57	-10.53
Vaughan Nelson Investment Management, L.p.	2,545	69,357	313.12	71,902	417.60	-3.54
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	1,776	1,969	350.94	3,745	409.08	-47.42
NWHVX - Nationwide Geneva Mid Cap Growth Fund Class A	1,732	7,216	361.00	8,948	398.30	-19.36
Frontier Capital Management Co Llc	1,590	67,714	313.13	69,304	417.59	-2.29
MWEFX - MFS Global Equity Fund A	1,462	80,793	361.05	82,255	398.30	-1.78
PNRAX - Putnam Research Fund Class A Shares	1,420	995	360.80	2,415	398.34	-58.80
OWACX - Old Westbury All Cap Core Fund	1,318	75,184	361.03	76,502	398.30	-1.72
USMV - iShares Edge MSCI Min Vol USA ETF	982	216,343	361.04	217,325	398.30	-0.45
TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class	777	9,945	361.09	10,722	398.34	-7.25
Spire Wealth Management	706	78	307.69	784	417.09	-90.05
GAOAX - JPMorgan Global Allocation Fund Class A	650	9,204	361.04	9,854	398.32	-6.60

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 1 New Institutes added Short Position

Name
GTTMX - Quantitative U.S. Total Market Equity Portfolio

Recent Quarter 2 Previous Institutes closed Put Positions

Name	Previous Puts
Maven Securities LTD	0
Cutler Group LP	0

Recent Quarter 1 Previous Institutes closed Call Positions

Name	Previous Calls
Walleye Trading LLC	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 1 Institutes Increased Short Positions

Name
FTLS - First Trust Long/Short Equity ETF

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 4 New Institutes added position

Name	Shares	PPS
HighTower Trust Services, LTA	1,191	516.37
Villere St Denis J & Co Llc	750	312.00
Steward Financial Group LLC	8	250.00
Harbor Investment Advisory, Llc	3	333.33

Past Week 7 Institutes closed out their positions

Name	Shares	PPS
IBM Retirement Fund	775	418.06
Harel Insurance Investments & Financial Services Ltd.	90	422.22
Gemmer Asset Management LLC	47	404.26
Sawtooth Solutions, LLC	565	417.70
PrairieView Partners, LLC	78	423.08
Beacon Investment Advisory Services, Inc.	574	418.12
Tributary Capital Management, LLC	3,200	417.50

Past Week 37 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Boston Trust Walden Corp	234,564	313.12	217,000	417.59
Vaughan Nelson Investment Management, L.p.	69,357	313.12	71,902	417.60
Frontier Capital Management Co Llc	67,714	313.13	69,304	417.59
DSMFX - Destinations Small-Mid Cap Equity Fund Class I	47,100	350.74	17,000	409.00
DLCFX - Destinations Large Cap Equity Fund Class I	40,254	350.75	17,219	409.02
Laurus Investment Counsel Inc.	31,650	313.11	31,650	417.60
EULAV Asset Management	22,100	313.12	24,700	417.57
Truist Financial Corp	18,908	313.15	21,718	417.58
Gulf International Bank (UK) Ltd	8,632	317.66	8,892	417.57
Hartford Investment Management Co	4,705	313.07	4,663	417.54
First Hawaiian Bank	4,485	313.04	4,465	417.69
Sumitomo Life Insurance Co	4,206	313.12	4,133	417.61
Commonwealth Equity Services, Llc	4,132	313.17	4,071	417.59
MAI Capital Management	3,255	313.06	3,229	417.47
Stratos Wealth Partners, LTD.	3,253	313.25	3,478	417.48
Tealwood Asset Management Inc	3,167	313.23	3,198	417.45
Louisiana State Employees Retirement System	3,100	303.23	3,100	418.71
New Mexico Educational Retirement Board	2,750	313.09	2,850	417.54
Brinker Capital Investments, LLC	2,542	313.14	2,600	417.69
LVW Advisors, LLC	2,172	313.08	2,124	417.61
Bank Julius Baer & Co. Ltd, Zurich	2,014	313.31	2,014	417.58
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	1,969	350.94	3,745	409.08
Wedbush Securities Inc	1,908	312.89	1,786	417.69
Wealthfront Advisers Llc	1,696	313.09	2,277	417.65
Abacus Planning Group, Inc.	1,225	313.47	1,226	417.62
Arcadia Investment Management Corp/mi	1,165	313.30	1,080	417.59
Willner & Heller, Llc	1,058	312.85	928	419.18
Veriti Management LLC	1,035	313.04	1,017	417.90
SPFIX - S&P 500 Index Fund Direct Shares	316	351.27	316	408.23
GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares	180	350.00	180	411.11
Byrne Asset Management LLC	165	315.15	180	416.67
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	131	351.15	128	406.25
Ellevest, Inc.	124	314.52	68	411.76
Spire Wealth Management	78	307.69	784	417.09
Umb Bank N A/mo	35	314.29	35	400.00
Ogorek Anthony Joseph /ny/ /adv	26	307.69	26	384.62
Mv Capital Management, Inc.	24	333.33	14	428.57

Past Week 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Trust Co Of Vermont	85	317.65	0
TCI Wealth Advisors, Inc.	8	375.00	3	333.33

Past Week 18 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
DSMFX - Destinations Small-Mid Cap Equity Fund Class I	30,100	47,100	350.74	17,000	409.00	177.06
DLCFX - Destinations Large Cap Equity Fund Class I	23,035	40,254	350.75	17,219	409.02	133.78
Boston Trust Walden Corp	17,564	234,564	313.12	217,000	417.59	8.09
Willner & Heller, Llc	130	1,058	312.85	928	419.18	14.01
Wedbush Securities Inc	122	1,908	312.89	1,786	417.69	6.83
Arcadia Investment Management Corp/mi	85	1,165	313.30	1,080	417.59	7.87
Trust Co Of Vermont	85	85	317.65	0		0.00
Sumitomo Life Insurance Co	73	4,206	313.12	4,133	417.61	1.77
Commonwealth Equity Services, Llc	61	4,132	313.17	4,071	417.59	1.50
Ellevest, Inc.	56	124	314.52	68	411.76	82.35
LVW Advisors, LLC	48	2,172	313.08	2,124	417.61	2.26
Hartford Investment Management Co	42	4,705	313.07	4,663	417.54	0.90
MAI Capital Management	26	3,255	313.06	3,229	417.47	0.81
First Hawaiian Bank	20	4,485	313.04	4,465	417.69	0.45
Veriti Management LLC	18	1,035	313.04	1,017	417.90	1.77
Mv Capital Management, Inc.	10	24	333.33	14	428.57	71.43
TCI Wealth Advisors, Inc.	5	8	375.00	3	333.33	166.67
SUPAX - DWS Multi-Asset Growth Allocation Fund Class A	3	131	351.15	128	406.25	2.34

Past Week 14 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Truist Financial Corp	2,810	18,908	313.15	21,718	417.58	-12.94
EULAV Asset Management	2,600	22,100	313.12	24,700	417.57	-10.53
Vaughan Nelson Investment Management, L.p.	2,545	69,357	313.12	71,902	417.60	-3.54
PMDEX - PMC Diversified Equity Fund Advisor Class Shares	1,776	1,969	350.94	3,745	409.08	-47.42
Frontier Capital Management Co Llc	1,590	67,714	313.13	69,304	417.59	-2.29
Spire Wealth Management	706	78	307.69	784	417.09	-90.05
Wealthfront Advisers Llc	581	1,696	313.09	2,277	417.65	-25.52
Gulf International Bank (UK) Ltd	260	8,632	317.66	8,892	417.57	-2.92
Stratos Wealth Partners, LTD.	225	3,253	313.25	3,478	417.48	-6.47
New Mexico Educational Retirement Board	100	2,750	313.09	2,850	417.54	-3.51
Brinker Capital Investments, LLC	58	2,542	313.14	2,600	417.69	-2.23
Tealwood Asset Management Inc	31	3,167	313.23	3,198	417.45	-0.97
Byrne Asset Management LLC	15	165	315.15	180	416.67	-8.33
Abacus Planning Group, Inc.	1	1,225	313.47	1,226	417.62	-0.08

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