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 24 35.00 36.02 35.58
Previous Quarter 25 36.00 36.03 36.03

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 0 6 4 0 4 0
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 4 0 4 0
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
Redwood Investment Management, Llc 550,579 36.02
Envestnet Asset Management Inc 324,878 36.02
Avantax Advisory Services, Inc. 125,458 36.08
LPL Financial LLC 69,662 36.02
Ford Financial Group, LLC 56,705 30.40
Private Advisor Group, LLC 28,602 30.42
Kingsview Wealth Management, LLC 23,966 36.47
Evolution Wealth Advisors, LLC 20,175 36.03
Gladstone Institutional Advisory LLC 19,508 36.04
Cooper Financial Group 17,800 30.39
Atria Wealth Solutions, Inc. 14,552 36.01
Good Life Advisors, LLC 10,191 36.01
Citadel Advisors Llc 9,333 36.00
NEXT Financial Group, Inc 7,903 36.44
Advisor Group Holdings, Inc. 3,485 36.15
Global Retirement Partners, LLC 1,948 30.29
UBS Group AG 657 36.53
Wells Fargo & Company/mn 319 34.48
Semmax Financial Advisors Inc. 107 37.38
Jane Street Group, Llc 0

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
Redwood Investment Management, Llc 550,579 36.02
Envestnet Asset Management Inc 324,878 36.02
Avantax Advisory Services, Inc. 125,458 36.08
LPL Financial LLC 69,662 36.02
Ford Financial Group, LLC 48,273 36.00
Kingsview Wealth Management, LLC 23,966 36.47
Private Advisor Group, LLC 22,246 36.05
Evolution Wealth Advisors, LLC 20,175 36.03
Gladstone Institutional Advisory LLC 19,508 36.04
Cooper Financial Group 17,015 36.03
Atria Wealth Solutions, Inc. 14,552 36.01
Good Life Advisors, LLC 10,191 36.01
Citadel Advisors Llc 9,333 36.00
NEXT Financial Group, Inc 7,903 36.44
Advisor Group Holdings, Inc. 3,485 36.15
Global Retirement Partners, LLC 1,353 31.04
UBS Group AG 657 36.53
Wells Fargo & Company/mn 319 34.48
Semmax Financial Advisors Inc. 107 37.38
Old Mission Capital Llc 0

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Old Mission Capital Llc
Cwm, Llc
Harbour Investments, Inc.
Proequities, Inc.
Jane Street Group, Llc
StoneX Group Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Ford Financial Group, LLC 56,705 30.40 48,273 36.00
Private Advisor Group, LLC 28,602 30.42 22,246 36.05
Cooper Financial Group 17,800 30.39 17,015 36.03
Global Retirement Partners, LLC 1,948 30.29 1,353 31.04
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 8,432 56,705 30.40 48,273 36.00 17.47
Private Advisor Group, LLC 6,356 28,602 30.42 22,246 36.05 28.57
Cooper Financial Group 785 17,800 30.39 17,015 36.03 4.61
Global Retirement Partners, LLC 595 1,948 30.29 1,353 31.04 43.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Ford Financial Group, LLC 56,705 30.40 48,273 36.00
Private Advisor Group, LLC 28,602 30.42 22,246 36.05
Cooper Financial Group 17,800 30.39 17,015 36.03
Global Retirement Partners, LLC 1,948 30.29 1,353 31.04
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 8,432 56,705 30.40 48,273 36.00 17.47
Private Advisor Group, LLC 6,356 28,602 30.42 22,246 36.05 28.57
Cooper Financial Group 785 17,800 30.39 17,015 36.03 4.61
Global Retirement Partners, LLC 595 1,948 30.29 1,353 31.04 43.98
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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