Universal Ownership 2024 | Who Owns Universal Now?
Institutional Ownership
65.37%
Insider Ownership
2.98%
Retail Ownership
31.66%
Institutional Holders
155.00
Universal Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 15.19% | 0.00% | 3,775,735 | -145,541 | -3.71% | 181,952,653 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.70% | 0.00% | 2,908,387 | -40,250 | -1.36% | 140,155,170 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 7.81% | 0.02% | 1,941,121 | -7,556 | -0.39% | 93,541,800 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 4.78% | 0.06% | 1,188,371 | 978,599 | 466.51% | 57,267,600 | Jun 30, 2024 |
STATE STREET CORP | 4.62% | 0.00% | 1,147,020 | -28,744 | -2.44% | 55,274,894,000 | Jun 30, 2024 |
PZENA INVESTMENT MANAGEMENT LLC | 4.15% | 0.17% | 1,031,955 | -38,009 | -3.55% | 49,729,911 | Jun 30, 2024 |
INVESCO LTD. | 3.69% | 0.01% | 916,480 | -63,442 | -6.47% | 44,165,172 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.26% | 0.00% | 562,778 | 21,147 | 3.90% | 27,125,858 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.09% | 0.00% | 518,594 | 15,717 | 3.13% | 24,991,045 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.55% | 0.00% | 384,607 | -9,430 | -2.39% | 18,534,197 | Jun 30, 2024 |
BOSTON PARTNERS | 1.16% | 0.02% | 287,035 | 48,773 | 20.47% | 13,889,402 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 1.10% | 0.04% | 273,280 | 111,691 | 69.12% | 13,169,362 | Jun 30, 2024 |
MORGAN STANLEY | 1.06% | 0.00% | 262,377 | -50,774 | -16.21% | 12,644,019 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.01% | 0.03% | 251,891 | 251,891 | 100.00% | 12,138,627 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.97% | 0.00% | 241,651 | -10,816 | -4.28% | 11,645,161,000 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.87% | 0.20% | 216,709 | 5,154 | 2.44% | 10,443,207 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.78% | 0.06% | 195,049 | 23,892 | 13.96% | 9,399,425 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.62% | 0.01% | 153,047 | -10,125 | -6.21% | 7,375,335 | Jun 30, 2024 |
ADAMS ASSET ADVISORS, LLC | 0.61% | 0.95% | 151,106 | - | - | 7,281,798 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.54% | 0.01% | 133,711 | -143,100 | -51.70% | 6,443,533 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
INSIGHT FOLIOS INC | 0.47% | 2.29% | 115,620 | 3,410 | 3.04% | 5,571,708 | Jun 30, 2024 |
ADAMS ASSET ADVISORS, LLC | 0.61% | 0.95% | 151,106 | - | - | 7,281,798 | Jun 30, 2024 |
NAVELLIER & ASSOCIATES INC | 0.30% | 0.42% | 73,867 | -906 | -1.21% | 3,559,630 | Jun 30, 2024 |
FULCRUM EQUITY MANAGEMENT | 0.03% | 0.36% | 8,348 | -254 | -2.95% | 402,298 | Jun 30, 2024 |
KEENE & ASSOCIATES, INC. | 0.03% | 0.28% | 7,005 | 220 | 3.24% | 337,571 | Jun 30, 2024 |
WINTRUST INVESTMENTS LLC | 0.25% | 0.25% | 63,206 | 8,951 | 16.50% | 3,046,000 | Jun 30, 2024 |
ADVISORS ASSET MANAGEMENT, INC. | 0.87% | 0.20% | 216,709 | 5,154 | 2.44% | 10,443,207 | Jun 30, 2024 |
PZENA INVESTMENT MANAGEMENT LLC | 4.15% | 0.17% | 1,031,955 | -38,009 | -3.55% | 49,729,911 | Jun 30, 2024 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | 0.03% | 0.16% | 8,201 | - | - | 390,696 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.26% | 0.15% | 63,500 | 63,500 | 100.00% | 3,060,065 | Jun 30, 2024 |
BRANDYWINE TRUST CO | 0.06% | 0.12% | 14,907 | - | - | 718,368 | Jun 30, 2024 |
VERITY ASSET MANAGEMENT, INC. | 0.02% | 0.09% | 4,897 | 4,897 | 100.00% | 235,986 | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | 0.00% | 0.07% | 987 | -2,021 | -67.19% | 47,564 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 4.78% | 0.06% | 1,188,371 | 978,599 | 466.51% | 57,267,600 | Jun 30, 2024 |
HERITAGE WEALTH ADVISORS | 0.11% | 0.06% | 26,225 | 25,921 | 8526.64% | 1,263,779 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.78% | 0.06% | 195,049 | 23,892 | 13.96% | 9,399,425 | Jun 30, 2024 |
FIRST NATIONAL TRUST CO | 0.08% | 0.04% | 19,817 | 4,858 | 32.48% | 954,981 | Jun 30, 2024 |
EXCHANGE TRADED CONCEPTS, LLC | 0.13% | 0.04% | 31,155 | 1,682 | 5.71% | 1,501,359 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.04% | 2,241 | 2,241 | 100.00% | 107,993 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 1.10% | 0.04% | 273,280 | 111,691 | 69.12% | 13,169,362 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FIRST TRUST ADVISORS LP | 4.78% | 0.06% | 1,188,371 | 978,599 | 466.51% | 57,267,600 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.01% | 0.03% | 251,891 | 251,891 | 100.00% | 12,138,627 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 1.10% | 0.04% | 273,280 | 111,691 | 69.12% | 13,169,362 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.26% | 0.15% | 63,500 | 63,500 | 100.00% | 3,060,065 | Jun 30, 2024 |
BOSTON PARTNERS | 1.16% | 0.02% | 287,035 | 48,773 | 20.47% | 13,889,402 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.15% | 0.03% | 37,040 | 37,040 | 100.00% | 1,784,958 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.20% | 0.00% | 48,736 | 29,773 | 157.01% | 2,348,588 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.15% | 0.00% | 37,802 | 28,872 | 323.31% | 1,821,679 | Jun 30, 2024 |
HERITAGE WEALTH ADVISORS | 0.11% | 0.06% | 26,225 | 25,921 | 8526.64% | 1,263,779 | Jun 30, 2024 |
DAVENPORT & CO LLC | 0.78% | 0.06% | 195,049 | 23,892 | 13.96% | 9,399,425 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.09% | 0.00% | 22,589 | 22,589 | 100.00% | 1,088,564 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.26% | 0.00% | 562,778 | 21,147 | 3.90% | 27,125,858 | Jun 30, 2024 |
MAN GROUP PLC | 0.08% | 0.00% | 20,761 | 20,761 | 100.00% | 1,000,473 | Jun 30, 2024 |
PATHSTONE HOLDINGS, LLC | 0.09% | 0.00% | 22,361 | 17,717 | 381.50% | 1,077,578 | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | 0.07% | 0.00% | 17,610 | 17,610 | 100.00% | 848,626 | Jun 30, 2024 |
UBS GROUP AG | 0.35% | 0.00% | 85,760 | 15,999 | 22.93% | 4,132,774 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.09% | 0.00% | 518,594 | 15,717 | 3.13% | 24,991,045 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 13,966 | 13,966 | 100.00% | 673,022 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.35% | 0.00% | 86,171 | 12,302 | 16.65% | 4,152,581 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.01% | 12,322 | 12,079 | 4970.78% | 593,797 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -263,479 | -100.00% | - | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.09% | 0.00% | 22,642 | -174,067 | -88.49% | 1,091,118 | Jun 30, 2024 |
BLACKROCK INC. | 15.19% | 0.00% | 3,775,735 | -145,541 | -3.71% | 181,952,653 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.54% | 0.01% | 133,711 | -143,100 | -51.70% | 6,443,533 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -93,569 | -100.00% | - | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.30% | 0.00% | 75,368 | -74,115 | -49.58% | 3,631,983 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.05% | 0.00% | 11,237 | -66,938 | -85.63% | 541,000 | Jun 30, 2024 |
INVESCO LTD. | 3.69% | 0.01% | 916,480 | -63,442 | -6.47% | 44,165,172 | Jun 30, 2024 |
MORGAN STANLEY | 1.06% | 0.00% | 262,377 | -50,774 | -16.21% | 12,644,019 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.70% | 0.00% | 2,908,387 | -40,250 | -1.36% | 140,155,170 | Jun 30, 2024 |
PZENA INVESTMENT MANAGEMENT LLC | 4.15% | 0.17% | 1,031,955 | -38,009 | -3.55% | 49,729,911 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.17% | 0.00% | 42,369 | -28,978 | -40.62% | 2,041,762 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.22% | 0.00% | 55,335 | -28,784 | -34.22% | 2,666,593 | Jun 30, 2024 |
STATE STREET CORP | 4.62% | 0.00% | 1,147,020 | -28,744 | -2.44% | 55,274,894,000 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,584 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -17,453 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.02% | 0.01% | 6,085 | -17,073 | -73.72% | 293,236 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -16,895 | -100.00% | - | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.35% | 0.00% | 88,033 | -14,991 | -14.55% | 4,242,310 | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,030 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.01% | 0.03% | 251,891 | 251,891 | 100.00% | 12,138,627 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.26% | 0.15% | 63,500 | 63,500 | 100.00% | 3,060,065 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.15% | 0.03% | 37,040 | 37,040 | 100.00% | 1,784,958 | Jun 30, 2024 |
MAN GROUP PLC | 0.08% | 0.00% | 20,761 | 20,761 | 100.00% | 1,000,473 | Jun 30, 2024 |
STATE OF WISCONSIN INVESTMENT BOARD | 0.07% | 0.00% | 17,610 | 17,610 | 100.00% | 848,626 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.00% | 13,966 | 13,966 | 100.00% | 673,022 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.03% | 0.00% | 8,219 | 8,219 | 100.00% | 396,074 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.03% | 0.01% | 7,300 | 7,300 | 100.00% | 351,787 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.03% | 0.01% | 6,889 | 6,889 | 100.00% | 331,981 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.00% | 5,723 | 5,723 | 100.00% | 276,000 | Jun 30, 2024 |
CENTIVA CAPITAL, LP | 0.02% | 0.00% | 5,349 | 5,349 | 100.00% | 257,768 | Jun 30, 2024 |
VERITY ASSET MANAGEMENT, INC. | 0.02% | 0.09% | 4,897 | 4,897 | 100.00% | 235,986 | Jun 30, 2024 |
SIGMA PLANNING CORP | 0.02% | 0.01% | 4,395 | 4,395 | 100.00% | 211,799 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.04% | 2,241 | 2,241 | 100.00% | 107,993 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.00% | - | 1,000 | 1,000 | 100.00% | 48,190 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.03% | 900 | 900 | 100.00% | 43,371 | Jun 30, 2024 |
SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 500 | 500 | 100.00% | 24,095 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 74 | 74 | 100.00% | 3,524 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 71 | 71 | 100.00% | 3,422 | Jun 30, 2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 64 | 64 | 100.00% | 3,084 | Jun 30, 2024 |
RISE ADVISORS, LLC | 0.00% | 0.00% | 55 | 55 | 100.00% | 2,650 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | - | - | 6 | 6 | 100.00% | 294 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -263,479 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -93,569 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,584 | -100.00% | - | Jun 30, 2024 |
CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -17,453 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -16,895 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,030 | -100.00% | - | Jun 30, 2024 |
CHESAPEAKE CAPITAL CORP /IL/ | - | - | - | -11,421 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -10,666 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -10,641 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -9,245 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -8,500 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -7,600 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -7,091 | -100.00% | - | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | - | - | - | -6,175 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -5,515 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -4,529 | -100.00% | - | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | - | - | - | -4,343 | -100.00% | - | Jun 30, 2024 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | - | - | - | -4,234 | -100.00% | - | Jun 30, 2024 |
LVM CAPITAL MANAGEMENT LTD/MI | - | - | - | -3,900 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -3,652 | -100.00% | - | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | - | - | - | -2,743 | -100.00% | - | Jun 30, 2024 |
SITTNER & NELSON, LLC | - | - | - | -1,634 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -1,403 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,274 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -953 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -188 | -100.00% | - | Jun 30, 2024 |
JFS WEALTH ADVISORS, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Universal Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Stock Dividend Fund, Inc. | 3.42% | 19,956 | - | - | Mar 31, 2024 |
BULLFINCH FUND INC | 0.46% | 7,450 | - | - | Jan 31, 2024 |
OSI ETF Trust | 0.06% | 10,921 | - | - | Mar 31, 2022 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 27,460 | - | - | Feb 29, 2024 |
SYNTAX ETF TRUST | 0.04% | 1,389 | 299 | 27.43% | Mar 31, 2024 |
ETF Managers Trust | 0.04% | 306,433 | - | - | Dec 31, 2023 |
VANGUARD ADMIRAL FUNDS | 0.04% | 161,444 | 1,679 | 1.05% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.03% | 16,258 | - | - | Mar 31, 2024 |
Absolute Shares Trust | 0.03% | 11,255 | - | - | Mar 31, 2024 |
Pacer Funds Trust | 0.03% | 1,237,474 | 1,105,862 | 840.24% | Jan 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.03% | 570 | - | - | Dec 29, 2023 |
BNY MELLON INDEX FUNDS, INC. | 0.02% | 25,207 | -3,072 | -10.86% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 12,274 | 149 | 1.23% | Mar 31, 2024 |
360 Funds | 0.02% | 4,200 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 59,422 | -18,281 | -23.53% | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND II | 0.01% | 103,673 | -8,054 | -7.21% | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.01% | 11,105 | 5,310 | 91.63% | Mar 31, 2024 |
WILLIAMSBURG INVESTMENT TRUST | 0.01% | 31,964 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 673,455 | -222,226 | -24.81% | Jan 31, 2024 |
Federated Hermes MDT Series | 0.01% | 19,315 | - | - | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 41,679 | 1,200 | 2.96% | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 42,319 | -1,423 | -3.25% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,552 | -124 | -3.37% | Mar 31, 2024 |
Global X Funds | 0.01% | 267,286 | -13,463 | -4.80% | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.01% | 52,056 | 6,454 | 14.15% | Mar 28, 2024 |
Legg Mason ETF Investment Trust | 0.01% | 10,069 | -1,009 | -9.11% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 2,109,955 | -371,709 | -14.98% | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 28,019 | 1,291 | 4.83% | Feb 29, 2024 |
Vericimetry Funds | 0.00% | 400 | - | - | Mar 31, 2024 |
Victory Portfolios II | 0.00% | 198,052 | -174,598 | -46.85% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 123,311 | 425 | 0.35% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 612 | - | - | Mar 31, 2024 |
IndexIQ ETF Trust | 0.00% | 6,145 | -437 | -6.64% | Jan 31, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.00% | 24,600 | - | - | Jan 31, 2024 |
FIDELITY SECURITIES FUND | 0.00% | 163,600 | - | - | Jan 31, 2024 |
TARGET PORTFOLIO TRUST | 0.00% | 36,000 | 21,300 | 144.90% | Jan 31, 2024 |
Lattice Strategies Trust | 0.00% | 2,596 | 1,223 | 89.08% | Mar 31, 2024 |
DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 22,290 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,474,672 | 153,300 | 11.60% | Jan 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 34,100 | - | - | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 25,289 | -1,181 | -4.46% | Jan 31, 2024 |
ALPS ETF Trust | 0.00% | 16,091 | 2,914 | 22.11% | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 66,006 | - | - | Jan 31, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 106,684 | -1,721 | -1.59% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 220,003 | 11,102 | 5.31% | Feb 29, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 12,800 | - | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 431,459 | 21,473 | 5.24% | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 188,545 | -3,329 | -1.73% | Mar 31, 2024 |
AdvisorShares Trust | 0.00% | 3,620 | - | - | Mar 28, 2024 |
Calvert Variable Products, Inc. | 0.00% | 2,397 | - | - | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 947 | 336 | 54.99% | Dec 31, 2023 |
Cambria ETF Trust | 0.00% | 7,051 | -1,874 | -21.00% | Jan 31, 2024 |
VANGUARD WORLD FUND | 0.00% | 175,871 | -7,262 | -3.97% | Feb 29, 2024 |
SHELTON FUNDS | 0.00% | 1,143 | -255 | -18.24% | Feb 29, 2024 |
SSGA FUNDS | 0.00% | 296 | - | - | Feb 29, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 366,622 | 5,516 | 1.53% | Feb 29, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 3,767 | - | - | Aug 31, 2023 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 172,821 | -29,264 | -14.48% | Feb 29, 2024 |
PROSHARES TRUST | 0.00% | 134,175 | -33,839 | -20.14% | Feb 29, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 15,769 | -986 | -5.88% | Mar 31, 2024 |
ADVISORS SERIES TRUST | 0.00% | 22,839 | 1,237 | 5.73% | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 14,440 | -1,129 | -7.25% | Mar 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 5,249 | 5,214 | 14897.14% | Mar 31, 2024 |
USCF ETF Trust | 0.00% | 85 | - | - | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,900 | 1,800 | 85.71% | Mar 28, 2024 |
SunAmerica Specialty Series | 0.00% | 200 | - | - | Apr 30, 2021 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,545 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 300 | - | - | Dec 31, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 25,190 | -750 | -2.89% | Mar 28, 2024 |
Horizon Funds | 0.00% | 625 | 199 | 46.71% | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 16,876 | -1,417 | -7.75% | Dec 31, 2023 |
OPTIMUM FUND TRUST | 0.00% | 13,100 | - | - | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 5,337 | 140 | 2.69% | Mar 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,118 | -68 | -5.73% | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 619 | - | - | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 156 | -22 | -12.36% | Sep 30, 2023 |
OLD WESTBURY FUNDS INC | 0.00% | 27,510 | - | - | Jan 31, 2024 |
STONE RIDGE TRUST | 0.00% | 4,800 | - | - | Jan 31, 2024 |
KP Funds | 0.00% | 8,788 | -362 | -3.96% | Sep 30, 2020 |
THRIVENT SERIES FUND INC | 0.00% | 21,318 | -566 | -2.59% | Mar 28, 2024 |
Exchange Listed Funds Trust | 0.00% | 219 | - | - | Feb 29, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 2,123 | 1,997 | 1584.92% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 725 | 13 | 1.83% | Dec 31, 2023 |
iSHARES TRUST | 0.00% | 2,825,694 | -100,760 | -3.44% | Mar 31, 2024 |
SA FUNDS INVESTMENT TRUST | 0.00% | 2,612 | - | - | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.00% | 29,600 | - | - | Feb 29, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 22,290 | - | - | Jan 31, 2024 |
Aspiriant Trust | 0.00% | 1,594 | - | - | Dec 31, 2023 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 4,801 | - | - | Mar 31, 2024 |
Tidal Trust II | 0.00% | 3,549 | -1,179 | -24.94% | Mar 31, 2024 |
FIDELITY SUMMER STREET TRUST | 0.00% | 50,881 | - | - | Mar 31, 2024 |
Krane Shares Trust | 0.00% | 2,286 | - | - | Dec 31, 2023 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 8,341 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,407 | 98 | 7.49% | Mar 31, 2024 |
NORTHERN FUNDS | 0.00% | 15,791 | -269 | -1.67% | Mar 28, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 4,234 | -64 | -1.49% | Mar 31, 2024 |
Virtus Investment Trust | 0.00% | 3,420 | - | - | Mar 28, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 9,304 | - | - | Mar 31, 2024 |
Meeder Funds | 0.00% | 389 | - | - | Mar 31, 2024 |
FLEXSHARES TRUST | 0.00% | 6,308 | -152 | -2.35% | Jan 31, 2024 |
Universal Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 155 | -28.90% |
31 Mar, 24 | 218 | 7.39% |
31 Dec, 23 | 203 | 8.56% |
30 Sep, 23 | 187 | -7.43% |
30 Jun, 23 | 202 | 7.45% |
31 Mar, 23 | 188 | -3.59% |
31 Dec, 22 | 195 | 6.56% |
30 Sep, 22 | 183 | -4.19% |
30 Jun, 22 | 191 | -0.52% |
31 Mar, 22 | 192 | 1.05% |
31 Dec, 21 | 190 | 11.76% |
30 Sep, 21 | 170 | -5.03% |
30 Jun, 21 | 179 | -0.56% |
31 Mar, 21 | 180 | 6.51% |
31 Dec, 20 | 169 | -5.06% |
30 Sep, 20 | 178 | -6.32% |
30 Jun, 20 | 190 | 0.53% |
31 Mar, 20 | 189 | -1.56% |
31 Dec, 19 | 192 | 1.05% |
30 Sep, 19 | 190 | -9.95% |
30 Jun, 19 | 211 | 3.43% |
31 Mar, 19 | 204 | -1.92% |
31 Dec, 18 | 208 | 11.83% |
30 Sep, 18 | 186 | -7.46% |
30 Jun, 18 | 201 | 7.49% |
31 Mar, 18 | 187 | 3.89% |
31 Dec, 17 | 180 | -0.55% |
30 Sep, 17 | 181 | -11.71% |
30 Jun, 17 | 205 | -8.07% |
31 Mar, 17 | 223 | 6.70% |
31 Dec, 16 | 209 | 5.56% |
30 Sep, 16 | 198 | 3.66% |
30 Jun, 16 | 191 | -7.28% |
31 Mar, 16 | 206 | 8.99% |
31 Dec, 15 | 189 | 2.72% |
30 Sep, 15 | 184 | -5.64% |
30 Jun, 15 | 195 | 12.72% |
31 Mar, 15 | 173 | 2.37% |
31 Dec, 14 | 169 | -5.06% |
30 Sep, 14 | 178 | -1.11% |
30 Jun, 14 | 180 | 0.56% |
31 Mar, 14 | 179 | 5.29% |
31 Dec, 13 | 170 | -2.86% |
30 Sep, 13 | 175 | -5.91% |
30 Jun, 13 | 186 | 141.56% |
31 Mar, 13 | 77 | 11.59% |
31 Dec, 12 | 69 | -4.17% |
30 Sep, 12 | 72 | 1.41% |
30 Jun, 12 | 71 | -1.39% |
31 Mar, 12 | 72 | 14.29% |
31 Dec, 11 | 63 | 5.00% |
30 Sep, 11 | 60 | 7.14% |
30 Jun, 11 | 56 | 27.27% |
31 Mar, 11 | 44 | 18.92% |
31 Dec, 10 | 37 | -5.13% |
30 Sep, 10 | 39 | -7.14% |
30 Jun, 10 | 42 | -30.00% |
31 Mar, 10 | 60 | 9.09% |
31 Dec, 09 | 55 | 7.84% |
30 Sep, 09 | 51 | - |
30 Jun, 09 | 51 | 10.87% |
31 Mar, 09 | 46 | -6.12% |
31 Dec, 08 | 49 | -7.55% |
30 Sep, 08 | 53 | 1.92% |
30 Jun, 08 | 52 | -5.45% |
31 Mar, 08 | 55 | 1.85% |
31 Dec, 07 | 54 | 10.20% |
30 Sep, 07 | 49 | 4.26% |
30 Jun, 07 | 47 | -7.84% |
31 Mar, 07 | 51 | 8.51% |
31 Dec, 06 | 47 | 30.56% |
30 Sep, 06 | 36 | - |
30 Jun, 06 | 36 | - |
31 Mar, 06 | 36 | 28.57% |
31 Dec, 05 | 28 | -3.45% |
30 Sep, 05 | 29 | -9.38% |
30 Jun, 05 | 32 | 14.29% |
31 Mar, 05 | 28 | -9.68% |
31 Dec, 04 | 31 | 3.33% |
30 Sep, 04 | 30 | -9.09% |
30 Jun, 04 | 33 | -5.71% |
31 Mar, 04 | 35 | - |
31 Dec, 03 | 35 | 12.90% |
30 Sep, 03 | 31 | 10.71% |
30 Jun, 03 | 28 | - |
31 Mar, 03 | 28 | 7.69% |
31 Dec, 02 | 26 | 4.00% |
30 Sep, 02 | 25 | - |
30 Jun, 02 | 25 | -7.41% |
31 Mar, 02 | 27 | 68.75% |
31 Dec, 01 | 16 | -27.27% |
30 Sep, 01 | 22 | -8.33% |
30 Jun, 01 | 24 | 14.29% |
31 Mar, 01 | 21 | 23.53% |
31 Dec, 00 | 17 | -10.53% |
30 Sep, 00 | 19 | - |
30 Jun, 00 | 19 | 72.73% |
31 Mar, 00 | 11 | -8.33% |
31 Dec, 99 | 12 | -14.29% |
30 Sep, 99 | 14 | -33.33% |
30 Jun, 99 | 21 | 23.53% |
31 Mar, 99 | 17 | 750.00% |
31 Dec, 98 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 16,244,805 | -15.51% |
31 Mar, 24 | 19,225,845 | -3.17% |
31 Dec, 23 | 19,855,212 | 4.60% |
30 Sep, 23 | 18,982,194 | -2.15% |
30 Jun, 23 | 19,399,533 | -0.39% |
31 Mar, 23 | 19,475,510 | 0.98% |
31 Dec, 22 | 19,286,457 | -1.80% |
30 Sep, 22 | 19,640,923 | -1.83% |
30 Jun, 22 | 20,007,020 | 0.30% |
31 Mar, 22 | 19,947,975 | 0.45% |
31 Dec, 21 | 19,859,008 | 1.72% |
30 Sep, 21 | 19,523,133 | -0.92% |
30 Jun, 21 | 19,704,073 | -1.60% |
31 Mar, 21 | 20,024,099 | -0.74% |
31 Dec, 20 | 20,172,721 | -0.10% |
30 Sep, 20 | 20,192,798 | -0.96% |
30 Jun, 20 | 20,387,607 | -2.49% |
31 Mar, 20 | 20,907,550 | -1.80% |
31 Dec, 19 | 21,290,397 | -0.44% |
30 Sep, 19 | 21,385,326 | -0.37% |
30 Jun, 19 | 21,464,403 | 3.90% |
31 Mar, 19 | 20,657,913 | -3.06% |
31 Dec, 18 | 21,310,228 | -1.05% |
30 Sep, 18 | 21,536,867 | 0.43% |
30 Jun, 18 | 21,445,376 | 3.34% |
31 Mar, 18 | 20,752,338 | 0.31% |
31 Dec, 17 | 20,689,030 | -4.74% |
30 Sep, 17 | 21,718,150 | -4.92% |
30 Jun, 17 | 22,843,078 | -3.09% |
31 Mar, 17 | 23,571,375 | 5.10% |
31 Dec, 16 | 22,428,132 | 2.93% |
30 Sep, 16 | 21,789,156 | 0.83% |
30 Jun, 16 | 21,609,444 | -1.03% |
31 Mar, 16 | 21,835,069 | -0.08% |
31 Dec, 15 | 21,852,623 | -1.06% |
30 Sep, 15 | 22,087,259 | 2.84% |
30 Jun, 15 | 21,477,203 | -1.91% |
31 Mar, 15 | 21,895,123 | 0.51% |
31 Dec, 14 | 21,783,793 | 2.28% |
30 Sep, 14 | 21,298,383 | -2.15% |
30 Jun, 14 | 21,765,366 | 0.78% |
31 Mar, 14 | 21,595,841 | -0.44% |
31 Dec, 13 | 21,692,300 | 0.61% |
30 Sep, 13 | 21,560,833 | 2.74% |
30 Jun, 13 | 20,985,403 | 142.72% |
31 Mar, 13 | 8,645,796 | 2.32% |
31 Dec, 12 | 8,449,939 | -12.80% |
30 Sep, 12 | 9,690,839 | 4.38% |
30 Jun, 12 | 9,284,430 | 19.64% |
31 Mar, 12 | 7,760,442 | -13.14% |
31 Dec, 11 | 8,934,228 | 12.67% |
30 Sep, 11 | 7,929,669 | -8.38% |
30 Jun, 11 | 8,654,872 | 14.94% |
31 Mar, 11 | 7,529,927 | 10.84% |
31 Dec, 10 | 6,793,812 | 20.99% |
30 Sep, 10 | 5,615,162 | -17.70% |
30 Jun, 10 | 6,822,758 | 0.36% |
31 Mar, 10 | 6,798,495 | 11.64% |
31 Dec, 09 | 6,089,675 | 2.07% |
30 Sep, 09 | 5,966,027 | 19.02% |
30 Jun, 09 | 5,012,512 | 6.57% |
31 Mar, 09 | 4,703,564 | -41.63% |
31 Dec, 08 | 8,058,654 | 71.73% |
30 Sep, 08 | 4,692,531 | 18.76% |
30 Jun, 08 | 3,951,283 | -22.30% |
31 Mar, 08 | 5,085,478 | -13.55% |
31 Dec, 07 | 5,882,324 | -0.21% |
30 Sep, 07 | 5,894,919 | 30.43% |
30 Jun, 07 | 4,519,641 | -11.71% |
31 Mar, 07 | 5,119,123 | 19.15% |
31 Dec, 06 | 4,296,462 | 13.90% |
30 Sep, 06 | 3,772,117 | 3.78% |
30 Jun, 06 | 3,634,595 | 26.86% |
31 Mar, 06 | 2,864,984 | 30.77% |
31 Dec, 05 | 2,190,842 | 47.94% |
30 Sep, 05 | 1,480,896 | -37.82% |
30 Jun, 05 | 2,381,616 | 48.98% |
31 Mar, 05 | 1,598,627 | -44.70% |
31 Dec, 04 | 2,890,830 | 218.24% |
30 Sep, 04 | 908,383 | -57.11% |
30 Jun, 04 | 2,118,109 | -24.71% |
31 Mar, 04 | 2,813,342 | 20.64% |
31 Dec, 03 | 2,331,953 | -11.13% |
30 Sep, 03 | 2,623,984 | 11.46% |
30 Jun, 03 | 2,354,144 | -3.18% |
31 Mar, 03 | 2,431,429 | 3.23% |
31 Dec, 02 | 2,355,341 | 9.30% |
30 Sep, 02 | 2,155,010 | -58.28% |
30 Jun, 02 | 5,165,792 | -6.82% |
31 Mar, 02 | 5,543,685 | 212.73% |
31 Dec, 01 | 1,772,680 | -11.85% |
30 Sep, 01 | 2,011,041 | -22.30% |
30 Jun, 01 | 2,588,295 | 1.69% |
31 Mar, 01 | 2,545,231 | 23.84% |
31 Dec, 00 | 2,055,290 | -1.90% |
30 Sep, 00 | 2,095,094 | -0.86% |
30 Jun, 00 | 2,113,291 | 168.02% |
31 Mar, 00 | 788,471 | -25.90% |
31 Dec, 99 | 1,064,129 | -62.30% |
30 Sep, 99 | 2,822,628 | -30.55% |
30 Jun, 99 | 4,064,304 | -21.72% |
31 Mar, 99 | 5,191,905 | 15702.96% |
31 Dec, 98 | 32,854 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 65.37% | 1.09% |
31 Mar, 24 | 77.38% | 1.21% |
31 Dec, 23 | 79.90% | 1.37% |
30 Sep, 23 | 76.33% | 1.25% |
30 Jun, 23 | 78.09% | 1.26% |
31 Mar, 23 | 78.61% | 1.30% |
31 Dec, 22 | 77.86% | 1.24% |
30 Sep, 22 | 79.26% | 1.21% |
30 Jun, 22 | 80.77% | 1.25% |
31 Mar, 22 | 80.52% | 1.26% |
31 Dec, 21 | 80.10% | 1.29% |
30 Sep, 21 | 78.80% | 1.24% |
30 Jun, 21 | 79.79% | 1.21% |
31 Mar, 21 | 81.12% | 1.21% |
31 Dec, 20 | 81.75% | 1.22% |
30 Sep, 20 | 81.89% | 1.19% |
30 Jun, 20 | 82.87% | 1.16% |
31 Mar, 20 | 84.47% | 1.16% |
31 Dec, 19 | 85.39% | 1.18% |
30 Sep, 19 | 85.25% | 1.17% |
30 Jun, 19 | 85.32% | 1.26% |
31 Mar, 19 | 82.21% | 1.15% |
31 Dec, 18 | 84.69% | 1.16% |
30 Sep, 18 | 85.62% | 1.17% |
30 Jun, 18 | 85.56% | 1.25% |
31 Mar, 18 | 82.59% | 1.23% |
31 Dec, 17 | 82.00% | 1.12% |
30 Sep, 17 | 85.72% | 1.06% |
30 Jun, 17 | 89.91% | 1.03% |
31 Mar, 17 | 93.26% | 0.98% |
31 Dec, 16 | 97.59% | 1.07% |
30 Sep, 16 | 95.66% | 1.06% |
30 Jun, 16 | 95.05% | 1.03% |
31 Mar, 16 | 96.12% | 1.04% |
31 Dec, 15 | 96.19% | 1.01% |
30 Sep, 15 | 97.41% | 1.06% |
30 Jun, 15 | 95.86% | 1.06% |
31 Mar, 15 | 95.05% | 1.07% |
31 Dec, 14 | 94.32% | 1.12% |
30 Sep, 14 | 91.89% | 1.03% |
30 Jun, 14 | 94.47% | 1.09% |
31 Mar, 14 | 92.93% | 1.06% |
31 Dec, 13 | 93.44% | 1.08% |
30 Sep, 13 | 92.91% | 1.15% |
30 Jun, 13 | 90.00% | 6.57% |
31 Mar, 13 | 37.02% | 2.84% |
31 Dec, 12 | 36.10% | 2.10% |
30 Sep, 12 | 41.45% | 2.61% |
30 Jun, 12 | 39.85% | 3.57% |
31 Mar, 12 | 33.41% | 2.26% |
31 Dec, 11 | 38.45% | 3.30% |
30 Sep, 11 | 34.14% | 2.45% |
30 Jun, 11 | 37.32% | 3.54% |
31 Mar, 11 | 32.47% | 3.96% |
31 Dec, 10 | 28.62% | 5.26% |
30 Sep, 10 | 23.32% | 2.94% |
30 Jun, 10 | 28.18% | 3.57% |
31 Mar, 10 | 28.08% | 4.61% |
31 Dec, 09 | 24.67% | 4.26% |
30 Sep, 09 | 24.06% | 5.98% |
30 Jun, 09 | 20.06% | 5.93% |
31 Mar, 09 | 18.39% | 1.77% |
31 Dec, 08 | 32.25% | 9.45% |
30 Sep, 08 | 18.47% | 8.56% |
30 Jun, 08 | 14.69% | 4.22% |
31 Mar, 08 | 18.65% | 4.03% |
31 Dec, 07 | 21.51% | 4.64% |
30 Sep, 07 | 21.54% | 7.84% |
30 Jun, 07 | 16.58% | 4.26% |
31 Mar, 07 | 19.74% | 7.12% |
31 Dec, 06 | 16.64% | 5.22% |
30 Sep, 06 | 17.85% | 8.88% |
30 Jun, 06 | 14.18% | 11.35% |
31 Mar, 06 | 11.18% | 15.46% |
31 Dec, 05 | 8.50% | 25.69% |
30 Sep, 05 | 5.75% | 6.70% |
30 Jun, 05 | 9.27% | 23.92% |
31 Mar, 05 | 6.23% | 4.88% |
31 Dec, 04 | 11.29% | 90.16% |
30 Sep, 04 | 3.54% | 5.17% |
30 Jun, 04 | 8.27% | 6.72% |
31 Mar, 04 | 11.09% | 12.83% |
31 Dec, 03 | 9.30% | 8.41% |
30 Sep, 03 | 10.52% | 11.81% |
30 Jun, 03 | 9.44% | 10.01% |
31 Mar, 03 | 9.71% | 11.57% |
31 Dec, 02 | 9.16% | 13.46% |
30 Sep, 02 | 8.25% | 2.11% |
30 Jun, 02 | 19.77% | 4.44% |
31 Mar, 02 | 21.09% | 47.81% |
31 Dec, 01 | 6.64% | 12.19% |
30 Sep, 01 | 7.38% | 8.35% |
30 Jun, 01 | 9.40% | 10.71% |
31 Mar, 01 | 9.37% | 16.55% |
31 Dec, 00 | 7.52% | 13.49% |
30 Sep, 00 | 7.47% | 15.25% |
30 Jun, 00 | 7.00% | 100.04% |
31 Mar, 00 | 2.64% | 22.02% |
31 Dec, 99 | 3.47% | 4.37% |
30 Sep, 99 | 8.91% | 5.43% |
30 Jun, 99 | 12.81% | 5.31% |
31 Mar, 99 | 15.54% | 163124.49% |
31 Dec, 98 | 0.10% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 64 | -32.63% |
31 Mar, 24 | 95 | 3.26% |
31 Dec, 23 | 92 | 13.58% |
30 Sep, 23 | 81 | -6.90% |
30 Jun, 23 | 87 | 1.16% |
31 Mar, 23 | 86 | -6.52% |
31 Dec, 22 | 92 | 10.84% |
30 Sep, 22 | 83 | -2.35% |
30 Jun, 22 | 85 | -15.00% |
31 Mar, 22 | 100 | 7.53% |
31 Dec, 21 | 93 | 25.68% |
30 Sep, 21 | 74 | 8.82% |
30 Jun, 21 | 68 | -23.60% |
31 Mar, 21 | 89 | 25.35% |
31 Dec, 20 | 71 | -1.39% |
30 Sep, 20 | 72 | -14.29% |
30 Jun, 20 | 84 | 6.33% |
31 Mar, 20 | 79 | -8.14% |
31 Dec, 19 | 86 | -5.49% |
30 Sep, 19 | 91 | -21.55% |
30 Jun, 19 | 116 | 12.62% |
31 Mar, 19 | 103 | -8.85% |
31 Dec, 18 | 113 | 37.80% |
30 Sep, 18 | 82 | -21.90% |
30 Jun, 18 | 105 | 12.90% |
31 Mar, 18 | 93 | 13.41% |
31 Dec, 17 | 82 | 2.50% |
30 Sep, 17 | 80 | -12.09% |
30 Jun, 17 | 91 | -28.35% |
31 Mar, 17 | 127 | 17.59% |
31 Dec, 16 | 108 | 18.68% |
30 Sep, 16 | 91 | 8.33% |
30 Jun, 16 | 84 | -24.32% |
31 Mar, 16 | 111 | 21.98% |
31 Dec, 15 | 91 | -6.19% |
30 Sep, 15 | 97 | 2.11% |
30 Jun, 15 | 95 | 10.47% |
31 Mar, 15 | 86 | -4.44% |
31 Dec, 14 | 90 | 12.50% |
30 Sep, 14 | 80 | 15.94% |
30 Jun, 14 | 69 | -5.48% |
31 Mar, 14 | 73 | 5.80% |
31 Dec, 13 | 69 | -6.76% |
30 Sep, 13 | 74 | -47.14% |
30 Jun, 13 | 140 | 211.11% |
31 Mar, 13 | 45 | 32.35% |
31 Dec, 12 | 34 | -24.44% |
30 Sep, 12 | 45 | 15.38% |
30 Jun, 12 | 39 | -13.33% |
31 Mar, 12 | 45 | 15.38% |
31 Dec, 11 | 39 | -4.88% |
30 Sep, 11 | 41 | 36.67% |
30 Jun, 11 | 30 | - |
31 Mar, 11 | 30 | 42.86% |
31 Dec, 10 | 21 | 31.25% |
30 Sep, 10 | 16 | -33.33% |
30 Jun, 10 | 24 | -27.27% |
31 Mar, 10 | 33 | 26.92% |
31 Dec, 09 | 26 | -7.14% |
30 Sep, 09 | 28 | -6.67% |
30 Jun, 09 | 30 | 11.11% |
31 Mar, 09 | 27 | -3.57% |
31 Dec, 08 | 28 | 3.70% |
30 Sep, 08 | 27 | -6.90% |
30 Jun, 08 | 29 | 3.57% |
31 Mar, 08 | 28 | -3.45% |
31 Dec, 07 | 29 | -17.14% |
30 Sep, 07 | 35 | 84.21% |
30 Jun, 07 | 19 | -42.42% |
31 Mar, 07 | 33 | -8.33% |
31 Dec, 06 | 36 | 50.00% |
30 Sep, 06 | 24 | 26.32% |
30 Jun, 06 | 19 | -24.00% |
31 Mar, 06 | 25 | 78.57% |
31 Dec, 05 | 14 | -17.65% |
30 Sep, 05 | 17 | -10.53% |
30 Jun, 05 | 19 | 26.67% |
31 Mar, 05 | 15 | -21.05% |
31 Dec, 04 | 19 | 72.73% |
30 Sep, 04 | 11 | -26.67% |
30 Jun, 04 | 15 | -21.05% |
31 Mar, 04 | 19 | 11.76% |
31 Dec, 03 | 17 | 21.43% |
30 Sep, 03 | 14 | -6.67% |
30 Jun, 03 | 15 | 7.14% |
31 Mar, 03 | 14 | 7.69% |
31 Dec, 02 | 13 | -18.75% |
30 Sep, 02 | 16 | 6.67% |
30 Jun, 02 | 15 | -11.76% |
31 Mar, 02 | 17 | 54.55% |
31 Dec, 01 | 11 | -8.33% |
30 Sep, 01 | 12 | -29.41% |
30 Jun, 01 | 17 | 41.67% |
31 Mar, 01 | 12 | 100.00% |
31 Dec, 00 | 6 | -33.33% |
30 Sep, 00 | 9 | -47.06% |
30 Jun, 00 | 17 | 142.86% |
31 Mar, 00 | 7 | 16.67% |
31 Dec, 99 | 6 | -14.29% |
30 Sep, 99 | 7 | -36.36% |
30 Jun, 99 | 11 | -35.29% |
31 Mar, 99 | 17 | 750.00% |
31 Dec, 98 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 55 | -23.61% |
31 Mar, 24 | 72 | -7.69% |
31 Dec, 23 | 78 | 11.43% |
30 Sep, 23 | 70 | -7.89% |
30 Jun, 23 | 76 | 20.63% |
31 Mar, 23 | 63 | -4.55% |
31 Dec, 22 | 66 | -2.94% |
30 Sep, 22 | 68 | 3.03% |
30 Jun, 22 | 66 | 11.86% |
31 Mar, 22 | 59 | -1.67% |
31 Dec, 21 | 60 | -3.23% |
30 Sep, 21 | 62 | -8.82% |
30 Jun, 21 | 68 | 25.93% |
31 Mar, 21 | 54 | -3.57% |
31 Dec, 20 | 56 | -17.65% |
30 Sep, 20 | 68 | 3.03% |
30 Jun, 20 | 66 | -2.94% |
31 Mar, 20 | 68 | 7.94% |
31 Dec, 19 | 63 | 12.50% |
30 Sep, 19 | 56 | -1.75% |
30 Jun, 19 | 57 | 1.79% |
31 Mar, 19 | 56 | 1.82% |
31 Dec, 18 | 55 | -5.17% |
30 Sep, 18 | 58 | 3.57% |
30 Jun, 18 | 56 | -9.68% |
31 Mar, 18 | 62 | -11.43% |
31 Dec, 17 | 70 | 2.94% |
30 Sep, 17 | 68 | 3.03% |
30 Jun, 17 | 66 | 13.79% |
31 Mar, 17 | 58 | 1.75% |
31 Dec, 16 | 57 | -12.31% |
30 Sep, 16 | 65 | -1.52% |
30 Jun, 16 | 66 | 6.45% |
31 Mar, 16 | 62 | - |
31 Dec, 15 | 62 | 16.98% |
30 Sep, 15 | 53 | -19.70% |
30 Jun, 15 | 66 | 29.41% |
31 Mar, 15 | 51 | -1.92% |
31 Dec, 14 | 52 | -13.33% |
30 Sep, 14 | 60 | 1.69% |
30 Jun, 14 | 59 | -1.67% |
31 Mar, 14 | 60 | -14.29% |
31 Dec, 13 | 70 | 7.69% |
30 Sep, 13 | 65 | 116.67% |
30 Jun, 13 | 30 | 66.67% |
31 Mar, 13 | 18 | -5.26% |
31 Dec, 12 | 19 | 46.15% |
30 Sep, 12 | 13 | -35.00% |
30 Jun, 12 | 20 | 42.86% |
31 Mar, 12 | 14 | -6.67% |
31 Dec, 11 | 15 | 50.00% |
30 Sep, 11 | 10 | -37.50% |
30 Jun, 11 | 16 | 60.00% |
31 Mar, 11 | 10 | 11.11% |
31 Dec, 10 | 9 | -35.71% |
30 Sep, 10 | 14 | 7.69% |
30 Jun, 10 | 13 | -23.53% |
31 Mar, 10 | 17 | 13.33% |
31 Dec, 09 | 15 | - |
30 Sep, 09 | 15 | 7.14% |
30 Jun, 09 | 14 | 7.69% |
31 Mar, 09 | 13 | -23.53% |
31 Dec, 08 | 17 | 6.25% |
30 Sep, 08 | 16 | -11.11% |
30 Jun, 08 | 18 | 38.46% |
31 Mar, 08 | 13 | -18.75% |
31 Dec, 07 | 16 | 100.00% |
30 Sep, 07 | 8 | -52.94% |
30 Jun, 07 | 17 | 88.89% |
31 Mar, 07 | 9 | 28.57% |
31 Dec, 06 | 7 | - |
30 Sep, 06 | 7 | -53.33% |
30 Jun, 06 | 15 | 114.29% |
31 Mar, 06 | 7 | - |
31 Dec, 05 | 7 | -22.22% |
30 Sep, 05 | 9 | 28.57% |
30 Jun, 05 | 7 | -30.00% |
31 Mar, 05 | 10 | 66.67% |
31 Dec, 04 | 6 | -40.00% |
30 Sep, 04 | 10 | 25.00% |
30 Jun, 04 | 8 | -27.27% |
31 Mar, 04 | 11 | -15.38% |
31 Dec, 03 | 13 | 30.00% |
30 Sep, 03 | 10 | 66.67% |
30 Jun, 03 | 6 | -14.29% |
31 Mar, 03 | 7 | 16.67% |
31 Dec, 02 | 6 | 50.00% |
30 Sep, 02 | 4 | -42.86% |
30 Jun, 02 | 7 | 16.67% |
31 Mar, 02 | 6 | 100.00% |
31 Dec, 01 | 3 | -40.00% |
30 Sep, 01 | 5 | 25.00% |
30 Jun, 01 | 4 | -42.86% |
31 Mar, 01 | 7 | -12.50% |
31 Dec, 00 | 8 | 300.00% |
30 Sep, 00 | 2 | 100.00% |
30 Jun, 00 | 1 | -66.67% |
31 Mar, 00 | 3 | -40.00% |
31 Dec, 99 | 5 | 66.67% |
30 Sep, 99 | 3 | -66.67% |
30 Jun, 99 | 9 | - |
31 Mar, 99 | - | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 155 | -28.90% | 16,244,805 | -15.51% | 65.37% | 1.09% | 64 | -32.63% | 55 | -23.61% |
31 Mar, 24 | 218 | 7.39% | 19,225,845 | -3.17% | 77.38% | 1.21% | 95 | 3.26% | 72 | -7.69% |
31 Dec, 23 | 203 | 8.56% | 19,855,212 | 4.60% | 79.90% | 1.37% | 92 | 13.58% | 78 | 11.43% |
30 Sep, 23 | 187 | -7.43% | 18,982,194 | -2.15% | 76.33% | 1.25% | 81 | -6.90% | 70 | -7.89% |
30 Jun, 23 | 202 | 7.45% | 19,399,533 | -0.39% | 78.09% | 1.26% | 87 | 1.16% | 76 | 20.63% |
31 Mar, 23 | 188 | -3.59% | 19,475,510 | 0.98% | 78.61% | 1.30% | 86 | -6.52% | 63 | -4.55% |
31 Dec, 22 | 195 | 6.56% | 19,286,457 | -1.80% | 77.86% | 1.24% | 92 | 10.84% | 66 | -2.94% |
30 Sep, 22 | 183 | -4.19% | 19,640,923 | -1.83% | 79.26% | 1.21% | 83 | -2.35% | 68 | 3.03% |
30 Jun, 22 | 191 | -0.52% | 20,007,020 | 0.30% | 80.77% | 1.25% | 85 | -15.00% | 66 | 11.86% |
31 Mar, 22 | 192 | 1.05% | 19,947,975 | 0.45% | 80.52% | 1.26% | 100 | 7.53% | 59 | -1.67% |
31 Dec, 21 | 190 | 11.76% | 19,859,008 | 1.72% | 80.10% | 1.29% | 93 | 25.68% | 60 | -3.23% |
30 Sep, 21 | 170 | -5.03% | 19,523,133 | -0.92% | 78.80% | 1.24% | 74 | 8.82% | 62 | -8.82% |
30 Jun, 21 | 179 | -0.56% | 19,704,073 | -1.60% | 79.79% | 1.21% | 68 | -23.60% | 68 | 25.93% |
31 Mar, 21 | 180 | 6.51% | 20,024,099 | -0.74% | 81.12% | 1.21% | 89 | 25.35% | 54 | -3.57% |
31 Dec, 20 | 169 | -5.06% | 20,172,721 | -0.10% | 81.75% | 1.22% | 71 | -1.39% | 56 | -17.65% |
30 Sep, 20 | 178 | -6.32% | 20,192,798 | -0.96% | 81.89% | 1.19% | 72 | -14.29% | 68 | 3.03% |
30 Jun, 20 | 190 | 0.53% | 20,387,607 | -2.49% | 82.87% | 1.16% | 84 | 6.33% | 66 | -2.94% |
31 Mar, 20 | 189 | -1.56% | 20,907,550 | -1.80% | 84.47% | 1.16% | 79 | -8.14% | 68 | 7.94% |
31 Dec, 19 | 192 | 1.05% | 21,290,397 | -0.44% | 85.39% | 1.18% | 86 | -5.49% | 63 | 12.50% |
30 Sep, 19 | 190 | -9.95% | 21,385,326 | -0.37% | 85.25% | 1.17% | 91 | -21.55% | 56 | -1.75% |
30 Jun, 19 | 211 | 3.43% | 21,464,403 | 3.90% | 85.32% | 1.26% | 116 | 12.62% | 57 | 1.79% |
31 Mar, 19 | 204 | -1.92% | 20,657,913 | -3.06% | 82.21% | 1.15% | 103 | -8.85% | 56 | 1.82% |
31 Dec, 18 | 208 | 11.83% | 21,310,228 | -1.05% | 84.69% | 1.16% | 113 | 37.80% | 55 | -5.17% |
30 Sep, 18 | 186 | -7.46% | 21,536,867 | 0.43% | 85.62% | 1.17% | 82 | -21.90% | 58 | 3.57% |
30 Jun, 18 | 201 | 7.49% | 21,445,376 | 3.34% | 85.56% | 1.25% | 105 | 12.90% | 56 | -9.68% |
31 Mar, 18 | 187 | 3.89% | 20,752,338 | 0.31% | 82.59% | 1.23% | 93 | 13.41% | 62 | -11.43% |
31 Dec, 17 | 180 | -0.55% | 20,689,030 | -4.74% | 82.00% | 1.12% | 82 | 2.50% | 70 | 2.94% |
30 Sep, 17 | 181 | -11.71% | 21,718,150 | -4.92% | 85.72% | 1.06% | 80 | -12.09% | 68 | 3.03% |
30 Jun, 17 | 205 | -8.07% | 22,843,078 | -3.09% | 89.91% | 1.03% | 91 | -28.35% | 66 | 13.79% |
31 Mar, 17 | 223 | 6.70% | 23,571,375 | 5.10% | 93.26% | 0.98% | 127 | 17.59% | 58 | 1.75% |
31 Dec, 16 | 209 | 5.56% | 22,428,132 | 2.93% | 97.59% | 1.07% | 108 | 18.68% | 57 | -12.31% |
30 Sep, 16 | 198 | 3.66% | 21,789,156 | 0.83% | 95.66% | 1.06% | 91 | 8.33% | 65 | -1.52% |
30 Jun, 16 | 191 | -7.28% | 21,609,444 | -1.03% | 95.05% | 1.03% | 84 | -24.32% | 66 | 6.45% |
31 Mar, 16 | 206 | 8.99% | 21,835,069 | -0.08% | 96.12% | 1.04% | 111 | 21.98% | 62 | - |
31 Dec, 15 | 189 | 2.72% | 21,852,623 | -1.06% | 96.19% | 1.01% | 91 | -6.19% | 62 | 16.98% |
30 Sep, 15 | 184 | -5.64% | 22,087,259 | 2.84% | 97.41% | 1.06% | 97 | 2.11% | 53 | -19.70% |
30 Jun, 15 | 195 | 12.72% | 21,477,203 | -1.91% | 95.86% | 1.06% | 95 | 10.47% | 66 | 29.41% |
31 Mar, 15 | 173 | 2.37% | 21,895,123 | 0.51% | 95.05% | 1.07% | 86 | -4.44% | 51 | -1.92% |
31 Dec, 14 | 169 | -5.06% | 21,783,793 | 2.28% | 94.32% | 1.12% | 90 | 12.50% | 52 | -13.33% |
30 Sep, 14 | 178 | -1.11% | 21,298,383 | -2.15% | 91.89% | 1.03% | 80 | 15.94% | 60 | 1.69% |
30 Jun, 14 | 180 | 0.56% | 21,765,366 | 0.78% | 94.47% | 1.09% | 69 | -5.48% | 59 | -1.67% |
31 Mar, 14 | 179 | 5.29% | 21,595,841 | -0.44% | 92.93% | 1.06% | 73 | 5.80% | 60 | -14.29% |
31 Dec, 13 | 170 | -2.86% | 21,692,300 | 0.61% | 93.44% | 1.08% | 69 | -6.76% | 70 | 7.69% |
30 Sep, 13 | 175 | -5.91% | 21,560,833 | 2.74% | 92.91% | 1.15% | 74 | -47.14% | 65 | 116.67% |
30 Jun, 13 | 186 | 141.56% | 20,985,403 | 142.72% | 90.00% | 6.57% | 140 | 211.11% | 30 | 66.67% |
31 Mar, 13 | 77 | 11.59% | 8,645,796 | 2.32% | 37.02% | 2.84% | 45 | 32.35% | 18 | -5.26% |
31 Dec, 12 | 69 | -4.17% | 8,449,939 | -12.80% | 36.10% | 2.10% | 34 | -24.44% | 19 | 46.15% |
30 Sep, 12 | 72 | 1.41% | 9,690,839 | 4.38% | 41.45% | 2.61% | 45 | 15.38% | 13 | -35.00% |
30 Jun, 12 | 71 | -1.39% | 9,284,430 | 19.64% | 39.85% | 3.57% | 39 | -13.33% | 20 | 42.86% |
31 Mar, 12 | 72 | 14.29% | 7,760,442 | -13.14% | 33.41% | 2.26% | 45 | 15.38% | 14 | -6.67% |
31 Dec, 11 | 63 | 5.00% | 8,934,228 | 12.67% | 38.45% | 3.30% | 39 | -4.88% | 15 | 50.00% |
30 Sep, 11 | 60 | 7.14% | 7,929,669 | -8.38% | 34.14% | 2.45% | 41 | 36.67% | 10 | -37.50% |
30 Jun, 11 | 56 | 27.27% | 8,654,872 | 14.94% | 37.32% | 3.54% | 30 | - | 16 | 60.00% |
31 Mar, 11 | 44 | 18.92% | 7,529,927 | 10.84% | 32.47% | 3.96% | 30 | 42.86% | 10 | 11.11% |
31 Dec, 10 | 37 | -5.13% | 6,793,812 | 20.99% | 28.62% | 5.26% | 21 | 31.25% | 9 | -35.71% |
30 Sep, 10 | 39 | -7.14% | 5,615,162 | -17.70% | 23.32% | 2.94% | 16 | -33.33% | 14 | 7.69% |
30 Jun, 10 | 42 | -30.00% | 6,822,758 | 0.36% | 28.18% | 3.57% | 24 | -27.27% | 13 | -23.53% |
31 Mar, 10 | 60 | 9.09% | 6,798,495 | 11.64% | 28.08% | 4.61% | 33 | 26.92% | 17 | 13.33% |
31 Dec, 09 | 55 | 7.84% | 6,089,675 | 2.07% | 24.67% | 4.26% | 26 | -7.14% | 15 | - |
30 Sep, 09 | 51 | - | 5,966,027 | 19.02% | 24.06% | 5.98% | 28 | -6.67% | 15 | 7.14% |
30 Jun, 09 | 51 | 10.87% | 5,012,512 | 6.57% | 20.06% | 5.93% | 30 | 11.11% | 14 | 7.69% |
31 Mar, 09 | 46 | -6.12% | 4,703,564 | -41.63% | 18.39% | 1.77% | 27 | -3.57% | 13 | -23.53% |
31 Dec, 08 | 49 | -7.55% | 8,058,654 | 71.73% | 32.25% | 9.45% | 28 | 3.70% | 17 | 6.25% |
30 Sep, 08 | 53 | 1.92% | 4,692,531 | 18.76% | 18.47% | 8.56% | 27 | -6.90% | 16 | -11.11% |
30 Jun, 08 | 52 | -5.45% | 3,951,283 | -22.30% | 14.69% | 4.22% | 29 | 3.57% | 18 | 38.46% |
31 Mar, 08 | 55 | 1.85% | 5,085,478 | -13.55% | 18.65% | 4.03% | 28 | -3.45% | 13 | -18.75% |
31 Dec, 07 | 54 | 10.20% | 5,882,324 | -0.21% | 21.51% | 4.64% | 29 | -17.14% | 16 | 100.00% |
30 Sep, 07 | 49 | 4.26% | 5,894,919 | 30.43% | 21.54% | 7.84% | 35 | 84.21% | 8 | -52.94% |
30 Jun, 07 | 47 | -7.84% | 4,519,641 | -11.71% | 16.58% | 4.26% | 19 | -42.42% | 17 | 88.89% |
31 Mar, 07 | 51 | 8.51% | 5,119,123 | 19.15% | 19.74% | 7.12% | 33 | -8.33% | 9 | 28.57% |
31 Dec, 06 | 47 | 30.56% | 4,296,462 | 13.90% | 16.64% | 5.22% | 36 | 50.00% | 7 | - |
30 Sep, 06 | 36 | - | 3,772,117 | 3.78% | 17.85% | 8.88% | 24 | 26.32% | 7 | -53.33% |
30 Jun, 06 | 36 | - | 3,634,595 | 26.86% | 14.18% | 11.35% | 19 | -24.00% | 15 | 114.29% |
31 Mar, 06 | 36 | 28.57% | 2,864,984 | 30.77% | 11.18% | 15.46% | 25 | 78.57% | 7 | - |
31 Dec, 05 | 28 | -3.45% | 2,190,842 | 47.94% | 8.50% | 25.69% | 14 | -17.65% | 7 | -22.22% |
30 Sep, 05 | 29 | -9.38% | 1,480,896 | -37.82% | 5.75% | 6.70% | 17 | -10.53% | 9 | 28.57% |
30 Jun, 05 | 32 | 14.29% | 2,381,616 | 48.98% | 9.27% | 23.92% | 19 | 26.67% | 7 | -30.00% |
31 Mar, 05 | 28 | -9.68% | 1,598,627 | -44.70% | 6.23% | 4.88% | 15 | -21.05% | 10 | 66.67% |
31 Dec, 04 | 31 | 3.33% | 2,890,830 | 218.24% | 11.29% | 90.16% | 19 | 72.73% | 6 | -40.00% |
30 Sep, 04 | 30 | -9.09% | 908,383 | -57.11% | 3.54% | 5.17% | 11 | -26.67% | 10 | 25.00% |
30 Jun, 04 | 33 | -5.71% | 2,118,109 | -24.71% | 8.27% | 6.72% | 15 | -21.05% | 8 | -27.27% |
31 Mar, 04 | 35 | - | 2,813,342 | 20.64% | 11.09% | 12.83% | 19 | 11.76% | 11 | -15.38% |
31 Dec, 03 | 35 | 12.90% | 2,331,953 | -11.13% | 9.30% | 8.41% | 17 | 21.43% | 13 | 30.00% |
30 Sep, 03 | 31 | 10.71% | 2,623,984 | 11.46% | 10.52% | 11.81% | 14 | -6.67% | 10 | 66.67% |
30 Jun, 03 | 28 | - | 2,354,144 | -3.18% | 9.44% | 10.01% | 15 | 7.14% | 6 | -14.29% |
31 Mar, 03 | 28 | 7.69% | 2,431,429 | 3.23% | 9.71% | 11.57% | 14 | 7.69% | 7 | 16.67% |
31 Dec, 02 | 26 | 4.00% | 2,355,341 | 9.30% | 9.16% | 13.46% | 13 | -18.75% | 6 | 50.00% |
30 Sep, 02 | 25 | - | 2,155,010 | -58.28% | 8.25% | 2.11% | 16 | 6.67% | 4 | -42.86% |
30 Jun, 02 | 25 | -7.41% | 5,165,792 | -6.82% | 19.77% | 4.44% | 15 | -11.76% | 7 | 16.67% |
31 Mar, 02 | 27 | 68.75% | 5,543,685 | 212.73% | 21.09% | 47.81% | 17 | 54.55% | 6 | 100.00% |
31 Dec, 01 | 16 | -27.27% | 1,772,680 | -11.85% | 6.64% | 12.19% | 11 | -8.33% | 3 | -40.00% |
30 Sep, 01 | 22 | -8.33% | 2,011,041 | -22.30% | 7.38% | 8.35% | 12 | -29.41% | 5 | 25.00% |
30 Jun, 01 | 24 | 14.29% | 2,588,295 | 1.69% | 9.40% | 10.71% | 17 | 41.67% | 4 | -42.86% |
31 Mar, 01 | 21 | 23.53% | 2,545,231 | 23.84% | 9.37% | 16.55% | 12 | 100.00% | 7 | -12.50% |
31 Dec, 00 | 17 | -10.53% | 2,055,290 | -1.90% | 7.52% | 13.49% | 6 | -33.33% | 8 | 300.00% |
30 Sep, 00 | 19 | - | 2,095,094 | -0.86% | 7.47% | 15.25% | 9 | -47.06% | 2 | 100.00% |
30 Jun, 00 | 19 | 72.73% | 2,113,291 | 168.02% | 7.00% | 100.04% | 17 | 142.86% | 1 | -66.67% |
31 Mar, 00 | 11 | -8.33% | 788,471 | -25.90% | 2.64% | 22.02% | 7 | 16.67% | 3 | -40.00% |
31 Dec, 99 | 12 | -14.29% | 1,064,129 | -62.30% | 3.47% | 4.37% | 6 | -14.29% | 5 | 66.67% |
30 Sep, 99 | 14 | -33.33% | 2,822,628 | -30.55% | 8.91% | 5.43% | 7 | -36.36% | 3 | -66.67% |
30 Jun, 99 | 21 | 23.53% | 4,064,304 | -21.72% | 12.81% | 5.31% | 11 | -35.29% | 9 | - |
31 Mar, 99 | 17 | 750.00% | 5,191,905 | 15702.96% | 15.54% | 163124.49% | 17 | 750.00% | - | - |
31 Dec, 98 | 2 | - | 32,854 | - | 0.10% | - | 2 | - | - | - |
Universal Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Universal Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 8 | - | - |
Q2 2024 | 16 | 25 | 64.00% |
Q1 2024 | - | 1 | - |
Q4 2023 | - | 7 | - |
Q3 2023 | 8 | 2 | 400.00% |
Q2 2023 | 18 | 18 | 100.00% |
Q1 2023 | - | 1 | - |
Q4 2022 | - | 4 | - |
Q3 2022 | 7 | 1 | 700.00% |
Q2 2022 | 15 | 20 | 75.00% |
Q4 2021 | - | 1 | - |
Q3 2021 | 7 | - | - |
Q2 2021 | 16 | 20 | 80.00% |
Q1 2021 | - | 2 | - |
Q4 2020 | - | 1 | - |
Q3 2020 | 7 | - | - |
Q2 2020 | 15 | 12 | 125.00% |
Q1 2020 | - | 15 | - |
Q3 2019 | 7 | - | - |
Q2 2019 | 22 | 25 | 88.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 4 | - |
Q3 2023 | - | 1 | - |
Q2 2023 | - | 1 | - |
Q1 2023 | - | 1 | - |
Q4 2022 | - | 1 | - |
Q3 2022 | - | 1 | - |
Q2 2022 | - | 4 | - |
Q4 2021 | - | - | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 4 | - |
Q1 2021 | - | 2 | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | - | - | - |
Q1 2020 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | 4 | - |
UVV Ownership FAQ
Who Owns Universal?
Universal is owned by institutional shareholders (65.37%), insiders (2.98%), and public (31.66%). The largest institutional shareholder of Universal is BLACKROCK INC. (15.19% of total shares) and the top mutual fund owner is Stock Dividend Fund, Inc. (3.42% of total shares).
Who are the major institutional shareholders of Universal?
Universal's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, FIRST TRUST ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 44.10% of the company's share outstanding.
How many Universal shareholders are there?
As of Jun 2024, there are 155 institutional shareholders of Universal.
What percentage of Universal is owned by BLACKROCK INC?
BLACKROCK INC owns 3.78M shares of Universal, representing 15.19% of the company's total shares outstanding, valued at $181.95M (as of Jun 2024).
What percentage of Universal is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 2.91M shares of Universal (UVV), compromising 11.70% of the company, valued at $140.16M.
What percentage of Universal is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Universal. The company owns 1.94M of the company's shares outstanding (worth $93.54M).