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 | 337 | 74.00 | 75.03 | 74.90 |
| Previous Quarter | 363 | 74.00 | 75.03 | 74.91 |
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 | 2 | 122 | 13 | 1 | 2 | 5 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 0 | 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 | 1 | 5 | 10 | 1 | 2 | 5 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Past Week | 0 | 0 | 0 | 0 | 0 | 0 |
BlackRock and Vanguard are the two largest institutional investors in the world. The table below is an indicator of how much of the company stock they own.
| BlackRock | Vanguard | |||||
|---|---|---|---|---|---|---|
| Quarter | Shares | % Ownership | PPS | Shares | % Ownership | PPS |
| Current Quarter | 28,619 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
| Previous Quarter | 28,619 | 0.00 | 0.00 | 0 | 0.00 | 0.00 |
This is a snapshot of the top 20 institutes by share count holding stock in the company for the current quarter
| Name | Shares | PPS |
|---|---|---|
| Royal Bank Of Canada | 5,381,946 | 75.03 |
| Sumitomo Life Insurance Co | 4,392,099 | 75.03 |
| Jpmorgan Chase & Co | 3,073,646 | 75.03 |
| Jane Street Group, Llc | 2,257,758 | 75.03 |
| Old Mission Capital Llc | 1,089,189 | 75.03 |
| Alliancebernstein L.p. | 1,010,339 | 75.03 |
| Morgan Stanley | 936,753 | 75.03 |
| Brown Advisory Inc | 799,418 | 76.84 |
| Analyst IMS Investment Management Services Ltd. | 760,510 | 75.03 |
| CIBC Private Wealth Group, LLC | 740,450 | 75.03 |
| Bank Of America Corp /de/ | 475,924 | 75.03 |
| Bank Of Nova Scotia | 416,992 | 75.03 |
| Meitav Dash Investments Ltd | 300,940 | 75.03 |
| UBS Group AG | 270,687 | 75.03 |
| Susquehanna International Group, Llp | 258,287 | 75.03 |
| Wellington Management Group Llp | 234,385 | 75.03 |
| Hsbc Holdings Plc | 209,552 | 75.04 |
| Goldman Sachs Group Inc | 203,569 | 75.03 |
| Strategic Point Investment Advisors, LLC | 203,002 | 75.03 |
| AIA Group Ltd | 180,894 | 75.03 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| Royal Bank Of Canada | 5,381,946 | 75.03 |
| Sumitomo Life Insurance Co | 4,392,099 | 75.03 |
| Jpmorgan Chase & Co | 3,073,646 | 75.03 |
| Jane Street Group, Llc | 2,257,758 | 75.03 |
| Old Mission Capital Llc | 1,089,189 | 75.03 |
| Alliancebernstein L.p. | 1,010,339 | 75.03 |
| Morgan Stanley | 936,753 | 75.03 |
| Brown Advisory Inc | 799,418 | 76.84 |
| Analyst IMS Investment Management Services Ltd. | 760,510 | 75.03 |
| CIBC Private Wealth Group, LLC | 740,450 | 75.03 |
| Bank Of America Corp /de/ | 475,924 | 75.03 |
| Bank Of Nova Scotia | 416,992 | 75.03 |
| Meitav Dash Investments Ltd | 300,940 | 75.03 |
| UBS Group AG | 270,687 | 75.03 |
| Susquehanna International Group, Llp | 258,287 | 75.03 |
| Wellington Management Group Llp | 234,385 | 75.03 |
| Hsbc Holdings Plc | 209,552 | 75.04 |
| Goldman Sachs Group Inc | 203,569 | 75.03 |
| Strategic Point Investment Advisors, LLC | 203,002 | 75.03 |
| AIA Group Ltd | 180,894 | 75.03 |
| Name | Shares | PPS |
|---|---|---|
| Retirement Planning Group | 15,103 | 69.19 |
| Phoenix Holdings Ltd. | 0 |
| Name | Shares | PPS |
|---|---|---|
| Green Harvest Asset Management LLC | 40,405 | 84.94 |
| TPG Financial Advisors, LLC | 39,839 | 75.03 |
| Moors & Cabot, Inc. | 15,000 | 1.00 |
| Psagot Investment House Ltd. | 9,252 | 84.95 |
| IFP Advisors, Inc | 5,012 | 82.40 |
| Covenant Multifamily Offices, LLC | 4,974 | 84.04 |
| HB Wealth Management, LLC | 4,964 | 74.94 |
| Atlas Brown,Inc. | 2,790 | 74.91 |
| Allworth Financial LP | 2,487 | 75.19 |
| Mercer Capital Advisers, Inc. | 1,331 | 84.90 |
| Koshinski Asset Management, Inc. | 1,218 | 74.71 |
| Cutler Group LP | 710 | 74.65 |
| Security National Trust Co | 201 | 94.53 |
| Heritage Wealth Management, Llc | 34 | 88.24 |
| Wolverine Trading, Llc | ||
| Carroll Financial Associates, Inc. | ||
| Laurel Wealth Advisors LLC | ||
| Sage Mountain Advisors LLC | ||
| ProVise Management Group, LLC | ||
| Financial Insights, Inc. | ||
| Quantitative Investment Management, LLC | ||
| AE Wealth Management LLC | ||
| Aft, Forsyth & Company, Inc. | ||
| Clark Capital Management Group, Inc. | ||
| All Season Financial Advisors, Inc. | ||
| Hilltop Holdings Inc. | ||
| Valeo Financial Advisors, LLC | ||
| Capital Analysts, Inc. | ||
| Phoenix Holdings Ltd. | ||
| Brinker Capital Investments, LLC | ||
| Advisory Services Network, LLC | ||
| Altshuler Shaham Ltd | ||
| JGP Global Gestao de Recursos Ltda. | ||
| Mirae Asset Global Investments Co., Ltd. | ||
| First Command Financial Services, Inc. | ||
| One Charles Private Wealth Services, LLC | ||
| Parallel Advisors, LLC | ||
| Belpointe Asset Management LLC | ||
| GeoWealth Management, LLC | ||
| Ellevest, Inc. | ||
| Sigma Planning Corp | ||
| First Pacific Financial | ||
| Mission Wealth Management, Lp | ||
| Core Wealth Advisors, Inc. | ||
| Intrua Financial, LLC | ||
| Phocas Financial Corp. | ||
| 9258 Wealth Management, LLC | ||
| WestEnd Advisors, LLC | ||
| Lionsbridge Wealth Management LLC | ||
| Edge Wealth Management LLC | ||
| Bessemer Group Inc | ||
| Harbor Investment Advisory, Llc | ||
| Y-Intercept (Hong Kong) Ltd | ||
| Parametric Portfolio Associates Llc | ||
| Granby Capital Management, LLC | ||
| Aveo Capital Partners, LLC | ||
| Provida Pension Fund Administrator | ||
| QCM Cayman, Ltd. | ||
| Marcum Wealth, LLC | ||
| CoreCap Advisors, LLC | ||
| Brown Brothers Harriman & Co | ||
| Raymond James Financial Services Advisors, Inc. | ||
| Glassman Wealth Services | ||
| Atria Investments Llc | ||
| Harrell Investment Partners, Llc | ||
| AlphaStar Capital Management, LLC | ||
| MUFG Americas Holdings Corp | ||
| Partners Capital Investment Group, Llp | ||
| Tudor Investment Corp Et Al | ||
| SOL Capital Management CO | ||
| Renaissance Technologies Llc | ||
| CX Institutional | ||
| Millennium Management Llc | ||
| Ieq Capital, Llc | ||
| Cornerstone Wealth Group, LLC | ||
| Signaturefd, Llc | ||
| Newbridge Financial Services Group, Inc. | ||
| Capital Financial Planning, LLC | ||
| Bank of New York Mellon Corp | ||
| Capital Asset Advisory Services LLC | ||
| Transcend Wealth Collective, Llc | ||
| Money Concepts Capital Corp | ||
| Parallel Advisors, LLC | ||
| Rehmann Capital Advisory Group | ||
| DB Wealth Management Group, LLC | ||
| Lmcg Investments, Llc | ||
| TrinityPoint Wealth, LLC | ||
| Wunderlich Securities, Inc. | ||
| Phoenix Holdings Ltd. | ||
| CAPROCK Group, Inc. | ||
| Jacobi Capital Management LLC | ||
| Lindbrook Capital, Llc | ||
| Chilton Investment Co Llc | ||
| H&H Retirement Design & Management INC | ||
| Citadel Advisors Llc | ||
| Pathstone Family Office, Llc | ||
| 55i, Llc | ||
| Simplex Trading, Llc | ||
| Pekin Hardy Strauss, Inc. | ||
| New Potomac Partners, LLC | ||
| First Command Bank | ||
| Vista Finance, Llc | ||
| Vestmark Advisory Solutions, Inc. | ||
| TCI Wealth Advisors, Inc. | ||
| Citadel Advisors Llc | ||
| Karp Capital Management Corp | ||
| First Horizon Advisors, Inc. | ||
| Harbour Investments, Inc. | ||
| Graypoint LLC | ||
| Signature Securities Group Corporation | ||
| Manufacturers Life Insurance Company, The | ||
| Citadel Advisors Llc | ||
| Clean Yield Group | ||
| Pictet & Cie (Europe) SA | ||
| Prudential Plc | ||
| Arlington Financial Advisors, LLC | ||
| Leonard Rickey Investment Advisors P.L.L.C. | ||
| SkyView Investment Advisors, LLC | ||
| Raymond James Trust N.a. | ||
| Gerber Kawasaki Wealth & Investment Management | ||
| Stifel Financial Corp | ||
| DAVENPORT & Co LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 53,491 | 69.21 | 68,730 | 75.03 |
| Rothschild & Co Wealth Management UK Ltd | 36,423 | 69.19 | 30,563 | 75.03 |
| Activest Wealth Management | 17,289 | 69.18 | 11,791 | 75.06 |
| Webster Bank, N. A. | 6,270 | 69.22 | 6,777 | 74.96 |
| Gofen & Glossberg Llc /il/ | 5,859 | 69.12 | 6,359 | 75.01 |
| Cambridge Investment Research Advisors, Inc. | 5,453 | 69.14 | 6,167 | 75.08 |
| Westshore Wealth, LLC | 4,421 | 69.22 | 4,618 | 74.92 |
| Moody National Bank Trust Division | 3,933 | 69.16 | 3,933 | 75.01 |
| Alhambra Investment Partners LLC | 3,000 | 69.33 | 3,000 | 75.00 |
| Tsfg, Llc | 1,117 | 68.93 | 1,117 | 75.20 |
| AdvisorNet Financial, Inc | 316 | 69.62 | 316 | 75.95 |
| Sound Income Strategies, LLC | 100 | 70.00 | 100 | 80.00 |
| Covington Capital Management | 64 | 62.50 | 64 | 78.12 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,157 | 69.14 | 1,157 | 68.28 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Citadel Advisors Llc | 0 |
| Name | Previous Calls |
|---|
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Retirement Planning Group | 15,103 | 69.19 |
| Name | Shares | PPS |
|---|---|---|
| HB Wealth Management, LLC | 4,964 | 74.94 |
| Koshinski Asset Management, Inc. | 1,218 | 74.71 |
| Atlas Brown,Inc. | 2,790 | 74.91 |
| Allworth Financial LP | 2,487 | 75.19 |
| TPG Financial Advisors, LLC | 39,839 | 75.03 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 53,491 | 69.21 | 68,730 | 75.03 |
| Rothschild & Co Wealth Management UK Ltd | 36,423 | 69.19 | 30,563 | 75.03 |
| Activest Wealth Management | 17,289 | 69.18 | 11,791 | 75.06 |
| Webster Bank, N. A. | 6,270 | 69.22 | 6,777 | 74.96 |
| Gofen & Glossberg Llc /il/ | 5,859 | 69.12 | 6,359 | 75.01 |
| Cambridge Investment Research Advisors, Inc. | 5,453 | 69.14 | 6,167 | 75.08 |
| Westshore Wealth, LLC | 4,421 | 69.22 | 4,618 | 74.92 |
| Alhambra Investment Partners LLC | 3,000 | 69.33 | 3,000 | 75.00 |
| Tsfg, Llc | 1,117 | 68.93 | 1,117 | 75.20 |
| Sound Income Strategies, LLC | 100 | 70.00 | 100 | 80.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,157 | 69.14 | 1,157 | 68.28 |
| Name | Current Puts |
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| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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