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 |
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 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 |
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 |
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 |
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 | Current Puts |
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Name | Current Calls |
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Name |
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Name | Previous Puts |
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Name | Previous Calls |
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Name |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
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Name |
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Name | Shares | PPS |
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Name | Shares | PPS |
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Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
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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 |
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Name | Current Calls |
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Name | Previous Calls |
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Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
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Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
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Name |
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Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
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Name | Reduced Calls | Current Calls | Previous Calls | Percent Decrease |
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Name |
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