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 114 NaN 0.00 61.91
Previous Quarter 129 NaN 0.00 62.34

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 1 47 16 2 7 5
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 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 0 0 10 0 4 2
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 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
CIBC Private Wealth Group, LLC 6,297,422 63.32
Clal Insurance Enterprises Holdings Ltd 1,310,850 63.32
Morgan Stanley 195,708 63.32
Wells Fargo & Company/mn 144,489 63.32
Bank Of America Corp /de/ 118,635 63.32
Money Design Co.,Ltd. 118,256 48.62
Susquehanna International Group, Llp 100,620 63.32
ERn Financial, LLC 97,468 63.32
LPL Financial LLC 81,116 63.32
Northwestern Mutual Wealth Management Co 79,705 63.32
Kestra Advisory Services, LLC 77,244 0.06
Wealthfront Advisers Llc 50,056 48.63
Navis Wealth Advisors, LLC 39,216 63.32
J.w. Cole Advisors, Inc. 36,852 0.03
Cambridge Investment Research Advisors, Inc. 24,836 48.64
Brown Advisory Inc 24,721 63.31
Raymond James Financial Services Advisors, Inc. 23,402 63.33
HighTower Advisors, LLC 22,994 63.41
Truist Financial Corp 21,444 48.64
Stratos Wealth Partners, LTD. 21,226 48.62

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
CIBC Private Wealth Group, LLC 6,297,422 63.32
Clal Insurance Enterprises Holdings Ltd 1,310,850 63.32
Morgan Stanley 195,708 63.32
Wells Fargo & Company/mn 144,489 63.32
Bank Of America Corp /de/ 118,635 63.32
Susquehanna International Group, Llp 100,620 63.32
Money Design Co.,Ltd. 99,782 63.32
ERn Financial, LLC 97,468 63.32
LPL Financial LLC 81,116 63.32
Northwestern Mutual Wealth Management Co 79,705 63.32
Kestra Advisory Services, LLC 77,244 0.06
Cambridge Investment Research Advisors, Inc. 74,759 63.32
PFG Advisors 42,997 63.33
Navis Wealth Advisors, LLC 39,216 63.32
J.w. Cole Advisors, Inc. 36,852 0.03
Wealthfront Advisers Llc 30,300 63.30
Brown Advisory Inc 24,721 63.31
Raymond James Financial Services Advisors, Inc. 23,402 63.33
HighTower Advisors, LLC 22,994 63.41
Stratos Wealth Partners, LTD. 22,816 63.33

 

Recent Quarter Analysis

Name Shares PPS
Stelac Advisory Services LLC 0
Name Shares PPS
Sequent Asset Management, LLC 10,984 63.36
HB Wealth Management, LLC 3,514 63.46
Carroll Financial Associates, Inc. 1,291 64.29
Koshinski Asset Management, Inc. 10 100.00
Stelac Advisory Services LLC
Wolverine Trading, Llc
Qube Research & Technologies Ltd
Cetera Investment Advisers
Bingham Osborn & Scarborough Llc
Atria Investments Llc
Cary Street Partner Investment Advisory Llc
Tradition Wealth Management, LLC
Wealthspire Advisors, LLC
Sigma Planning Corp
Summit X, LLC
Institutional & Family Asset Management, Llc
American Institute for Advanced Investment Management, LLP
Brown Brothers Harriman & Co
Stamos Capital Partners, L.p.
Barclays Plc
Optiver Holding B.V.
TAP Consulting, LLC
Jane Street Group, Llc
Phocas Financial Corp.
Atwood & Palmer Inc
First Manhattan Co
Wedbush Securities Inc
Bessemer Group Inc
Cahill Financial Advisors Inc
TD Capital Management LLC
National Asset Management, Inc.
Equitable Holdings, Inc.
Virtu Financial LLC
Signet Financial Management, Llc
Millennium Management Llc
CoreCap Advisors, LLC
Morris Retirement Advisors, LLC
Cutler Group LP
Simplex Trading, Llc
Citadel Advisors Llc
Regentatlantic Capital Llc
Snowden Capital Advisors LLC
Cetera Advisors LLC
Advisory Services Network, LLC
Arkadios Wealth Advisors
Huntington National Bank
Wagner Wealth Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Money Design Co.,Ltd. 118,256 48.62 99,782 63.32
Wealthfront Advisers Llc 50,056 48.63 30,300 63.30
Cambridge Investment Research Advisors, Inc. 24,836 48.64 74,759 63.32
Truist Financial Corp 21,444 48.64 19,223 63.31
Stratos Wealth Partners, LTD. 21,226 48.62 22,816 63.33
Beacon Capital Management, Inc. 15,000 48.60 15,000 63.33
Westside Investment Management, Inc. 9,255 9.51 9,055 10.71
Commonwealth Equity Services, Llc 8,843 48.51 12,804 63.26
PFG Advisors 7,045 48.69 42,997 63.33
Spire Wealth Management 904 48.67 901 63.26
Geneos Wealth Management Inc. 295 47.46 295 61.02
Asset Dedication, LLC 250 48.00 250 64.00
PFG Private Wealth Management, LLC 200 50.00 200 65.00
Sargent Bickham Lagudis LLC 116 51.72 350 62.86
Harbor Investment Advisory, Llc 37 54.05 35 57.14
AdvisorNet Financial, Inc 9 9 111.11
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 2,769 48.75 2,769 48.39
Allworth Financial LP 650 49.23 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 19,756 50,056 48.63 30,300 63.30 65.20
Money Design Co.,Ltd. 18,474 118,256 48.62 99,782 63.32 18.51
Truist Financial Corp 2,221 21,444 48.64 19,223 63.31 11.55
Allworth Financial LP 650 650 49.23 0 0.00
Westside Investment Management, Inc. 200 9,255 9.51 9,055 10.71 2.21
Spire Wealth Management 3 904 48.67 901 63.26 0.33
Harbor Investment Advisory, Llc 2 37 54.05 35 57.14 5.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 49,923 24,836 48.64 74,759 63.32 -66.78
PFG Advisors 35,952 7,045 48.69 42,997 63.33 -83.62
Commonwealth Equity Services, Llc 3,961 8,843 48.51 12,804 63.26 -30.94
Stratos Wealth Partners, LTD. 1,590 21,226 48.62 22,816 63.33 -6.97
Sargent Bickham Lagudis LLC 234 116 51.72 350 62.86 -66.86
Name Current Puts
Name Current Calls
Name
Name Previous Puts
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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Wealthfront Advisers Llc 50,056 48.63 30,300 63.30
Truist Financial Corp 21,444 48.64 19,223 63.31
Stratos Wealth Partners, LTD. 21,226 48.62 22,816 63.33
Beacon Capital Management, Inc. 15,000 48.60 15,000 63.33
Commonwealth Equity Services, Llc 8,843 48.51 12,804 63.26
Spire Wealth Management 904 48.67 901 63.26
Geneos Wealth Management Inc. 295 47.46 295 61.02
Asset Dedication, LLC 250 48.00 250 64.00
PFG Private Wealth Management, LLC 200 50.00 200 65.00
Harbor Investment Advisory, Llc 37 54.05 35 57.14
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wealthfront Advisers Llc 19,756 50,056 48.63 30,300 63.30 65.20
Truist Financial Corp 2,221 21,444 48.64 19,223 63.31 11.55
Spire Wealth Management 3 904 48.67 901 63.26 0.33
Harbor Investment Advisory, Llc 2 37 54.05 35 57.14 5.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 3,961 8,843 48.51 12,804 63.26 -30.94
Stratos Wealth Partners, LTD. 1,590 21,226 48.62 22,816 63.33 -6.97
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name
Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Name
Name Reduced Puts Current Puts Previous Puts Percent Decrease
Name Reduced Calls Current Calls Previous Calls Percent Decrease
Name