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 | 663 | 295.00 | 99.77 | 96.20 |
| Previous Quarter | 686 | 293.00 | 99.78 | 97.46 |
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 | 12 | 126 | 111 | 2 | 41 | 46 |
| Time | New Puts | New Calls | New Short | Deleted Puts | Deleted Calls | Deleted Short |
| Current Quarter | 0 | 0 | 0 | 1 | 3 | 0 |
| Time | Increased Puts | Increased Calls | Increased Short | Reduced Puts | Reduced Calls | Reduced Short |
| Current Quarter | 0 | 1 | 0 | 0 | 0 | 0 |
| Time | New Institutions | Out | Averaged Down | Averaged Up | Added Shares | Reduced Shares |
| Past Week | 6 | 6 | 50 | 2 | 21 | 20 |
| 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 | 414,327 | 0.00 | 0.00 | 5,145 | 0.00 | 0.00 |
| Previous Quarter | 414,327 | 0.00 | 0.00 | 3,559 | 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 |
|---|---|---|
| UBS Group AG | 9,775,600 | 99.78 |
| Bank Of Nova Scotia | 6,554,210 | 99.78 |
| Bank Of America Corp /de/ | 4,771,622 | 99.78 |
| Healthcare Of Ontario Pension Plan Trust Fund | 4,030,000 | 99.78 |
| Morgan Stanley | 3,608,436 | 99.78 |
| Toronto Dominion Bank | 2,590,000 | 99.78 |
| Nationwide Asset Management LLC | 1,996,660 | 9.99 |
| Goldman Sachs Group Inc | 1,992,287 | 99.78 |
| Sageworth Trust Co | 1,946,163 | 99.78 |
| ICONIQ Capital, LLC | 1,919,580 | 99.78 |
| Bnp Paribas Arbitrage, Sa | 1,892,008 | 99.78 |
| Clal Insurance Enterprises Holdings Ltd | 1,455,600 | 99.78 |
| Cornerstone Partners Capital Management, Llc | 1,452,134 | 99.78 |
| Sarasin & Partners LLP | 1,300,488 | 83.89 |
| Allianz Asset Management GmbH | 1,287,997 | 99.78 |
| Minot Capital, Lp | 1,249,101 | 99.78 |
| Wells Fargo & Company/mn | 1,187,823 | 99.78 |
| Alberta Investment Management Corp | 1,100,000 | 99.78 |
| Mirae Asset Global Investments Co., Ltd. | 1,073,560 | 99.78 |
| Granger Management LLC | 1,037,868 | 99.78 |
The table below is top 20 listing of institutes holding stock of the company in the previous quarter.
| Name | Shares | PPS |
|---|---|---|
| UBS Group AG | 9,775,600 | 99.78 |
| Bank Of Nova Scotia | 6,554,210 | 99.78 |
| Bank Of America Corp /de/ | 4,771,622 | 99.78 |
| Healthcare Of Ontario Pension Plan Trust Fund | 4,030,000 | 99.78 |
| Morgan Stanley | 3,608,436 | 99.78 |
| Toronto Dominion Bank | 2,590,000 | 99.78 |
| Nationwide Asset Management LLC | 1,996,660 | 9.99 |
| Goldman Sachs Group Inc | 1,992,287 | 99.78 |
| Sageworth Trust Co | 1,946,163 | 99.78 |
| ICONIQ Capital, LLC | 1,919,580 | 99.78 |
| Bnp Paribas Arbitrage, Sa | 1,892,008 | 99.78 |
| Clal Insurance Enterprises Holdings Ltd | 1,455,600 | 99.78 |
| Cornerstone Partners Capital Management, Llc | 1,452,134 | 99.78 |
| OWLSX - Old Westbury Large Cap Strategies Fund | 1,449,429 | 105.31 |
| Sarasin & Partners LLP | 1,302,438 | 99.78 |
| Allianz Asset Management GmbH | 1,287,997 | 99.78 |
| Minot Capital, Lp | 1,249,101 | 99.78 |
| Wells Fargo & Company/mn | 1,187,823 | 99.78 |
| Alberta Investment Management Corp | 1,100,000 | 99.78 |
| Mirae Asset Global Investments Co., Ltd. | 1,073,560 | 99.78 |
| Name | Shares | PPS |
|---|---|---|
| Financial Management Professionals, Inc. | 104,599 | 83.89 |
| Wolf Group Capital Advisors | 42,279 | 83.90 |
| Paragon Advisors, LLC | 36,591 | 83.90 |
| Exane Derivatives | 35,530 | 83.87 |
| Ayalon Holdings Ltd. | 22,210 | 83.88 |
| Brinker Capital Investments, LLC | 17,213 | 83.89 |
| Intergy Private Wealth, LLC | 9,137 | 83.94 |
| Oak Asset Management, LLC | 7,100 | 83.94 |
| Transcend Wealth Collective, Llc | 3,804 | 83.86 |
| Wealthfront Advisers Llc | 3,213 | 84.03 |
| LVW Advisors, LLC | 3,048 | 83.99 |
| Heritage Financial Services, LLC | 53 | 75.47 |
| Name | Shares | PPS |
|---|---|---|
| Bank Of America Corp /de/ | 4,771,622 | 99.78 |
| Bnp Paribas Arbitrage, Sa | 1,892,008 | 99.78 |
| OWLSX - Old Westbury Large Cap Strategies Fund | 1,449,429 | 105.31 |
| Kellogg W K Foundation Trust | 266,856 | 99.78 |
| Susquehanna International Group, Llp | 235,300 | 99.78 |
| Jane Street Group, Llc | 151,823 | 99.78 |
| NorthCoast Asset Management LLC | 141,090 | 99.92 |
| First Midwest Bank Trust Division | 72,177 | 105.78 |
| Psagot Investment House Ltd. | 54,199 | 99.93 |
| Crescent Capital Consulting, LLC | 30,803 | 105.77 |
| Heritage Wealth Management, Llc | 14,615 | 99.90 |
| Ameritas Investment Corp | 13,519 | 0.07 |
| ASTMA - SA Wellington Strategic Multi-Asset Portfolio Class 1 | 9,049 | 99.90 |
| ACG Wealth | 8,750 | 99.77 |
| IFP Advisors, Inc | 7,956 | 105.83 |
| Rinet Co LLC | 5,860 | 100.00 |
| Covenant Multifamily Offices, LLC | 5,167 | 100.45 |
| Green Harvest Asset Management LLC | 4,174 | 19.89 |
| BlackDiamond Wealth Management Inc. | 3,054 | 99.87 |
| Country Club Trust Company, n.a. | 2,985 | 105.86 |
| Carroll Financial Associates, Inc. | 2,969 | 106.10 |
| Chesley Taft & Associates LLC | 2,352 | 96.94 |
| PDS Planning, Inc | 2,209 | 99.59 |
| Old Dominion Capital Management Inc | 2,150 | 100.00 |
| Sterling Investment Counsel, LLC | 2,051 | 99.95 |
| Dixon Hubard Feinour & Brown Inc/va | 2,050 | 100.00 |
| ForthRight Wealth Management, LLC | 2,035 | 99.75 |
| ABPAX - AB Conservative Wealth Strategy Class A | 1,705 | 102.64 |
| Gemmer Asset Management LLC | 634 | 99.37 |
| Money Concepts Capital Corp | 50 | 100.00 |
| Paladin Advisory Group, LLC | 34 | 88.24 |
| SG3 Management, LLC | ||
| Renaissance Technologies Llc | ||
| Emerald Investment Partners, Llc | ||
| Focused Wealth Management, Inc | ||
| Beaumont Financial Partners, LLC | ||
| Clear Street Markets Llc | ||
| Altshuler Shaham Ltd | ||
| Red Door Wealth Management, LLC | ||
| Rosenberg Matthew Hamilton | ||
| Barometer Capital Management Inc. | ||
| ExodusPoint Capital Management, LP | ||
| DRW Securities, LLC | ||
| Baker Avenue Asset Management, LP | ||
| Beacon Investment Advisory Services, Inc. | ||
| Veritable, L.P. | ||
| Oppenheimer Asset Management Inc. | ||
| WestEnd Advisors, LLC | ||
| Sharp Capital Gestora de Recursos Ltda. | ||
| Epiq Partners, Llc | ||
| Confluence Wealth Services, Inc. | ||
| Fiduciary Planning LLC | ||
| QCM Cayman, Ltd. | ||
| Kb Financial Partners, Llc | ||
| Trexquant Investment LP | ||
| Selective Wealth Management, Inc. | ||
| Summit Global Investments | ||
| AlphaCore Capital LLC | ||
| Old Mission Capital Llc | ||
| GFG Capital, LLC | ||
| 2Xideas AG | ||
| Signature Securities Group Corporation | ||
| Change Path, LLC | ||
| Two Sigma Securities, Llc | ||
| Orin Green Financial, LLC | ||
| Advisors Capital Management, LLC | ||
| MAI Capital Management | ||
| Smith, Moore & Co. | ||
| Doliver Advisors, Lp | ||
| Port Capital LLC | ||
| Systematic Alpha Investments, LLC | ||
| Bradley & Co. Private Wealth Management, LLC | ||
| Huntington National Bank | ||
| Better Money Decisions, LLC | ||
| Merit Financial Group, LLC | ||
| GPS Wealth Strategies Group, LLC | ||
| Clifford Swan Investment Counsel Llc | ||
| Weatherly Asset Management L. P. | ||
| Berkshire Asset Management Llc/pa | ||
| Pacitti Group Inc. | ||
| Caption Management, LLC | ||
| Ritter Daniher Financial Advisory, Llc | ||
| Geneos Wealth Management Inc. | ||
| SG Americas Securities, LLC | ||
| Glovista Investments LLC | ||
| Raymond James Trust N.a. | ||
| MTM Investment Management, LLC | ||
| CoreCap Advisors, LLC | ||
| Qube Research & Technologies Ltd | ||
| Regency Capital Management Inc.\DE | ||
| Ubs Asset Management Americas Inc | ||
| Pinnacle Associates Ltd | ||
| SRS Capital Advisors, Inc. | ||
| Cornerstone Advisory, LLC | ||
| New York State Common Retirement Fund | ||
| HAP Trading, LLC | ||
| Budros, Ruhlin & Roe, Inc. | ||
| Wick Capital Partners, LLC | ||
| Advance Capital Management, Inc. | ||
| Guidance Point Advisors, LLC | ||
| Jacobi Capital Management LLC | ||
| Hudson Bay Capital Management LP | ||
| Phoenix Wealth Advisors | ||
| HAP Trading, LLC | ||
| Cahill Financial Advisors Inc | ||
| Barings Llc | ||
| Man Group plc | ||
| Souders Financial Advisors | ||
| SGLIX - SGI Global Equity Fund Class I Shares | ||
| StoneX Group Inc. | ||
| Canada Pension Plan Investment Board | ||
| GWM Advisors LLC | ||
| Bluefin Capital Management, Llc | ||
| Cassaday & Co Inc. | ||
| Twin Tree Management, LP | ||
| Itau Unibanco Holding S.A. | ||
| Gries Financial Llc | ||
| Lmcg Investments, Llc | ||
| Balentine LLC | ||
| Sowell Financial Services LLC | ||
| Hudson Bay Capital Management LP | ||
| SG3 Management, LLC | ||
| United Services Automobile Association | ||
| West Bancorporation Inc | ||
| Smith Anglin Financial, LLC | ||
| Flagship Private Wealth, LLC |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Sarasin & Partners LLP | 1,300,488 | 83.89 | 1,302,438 | 99.78 |
| Bremer Bank National Association | 805,272 | 83.89 | 690,778 | 99.78 |
| Sequoia Financial Advisors, LLC | 658,155 | 83.90 | 677,872 | 99.78 |
| Bogart Wealth, LLC | 343,385 | 83.89 | 326,700 | 99.78 |
| Sargent Bickham Lagudis LLC | 290,564 | 83.89 | 250,096 | 99.78 |
| Amplius Wealth Advisors, LLC | 271,386 | 83.89 | 388,471 | 99.78 |
| Great Valley Advisor Group, Inc. | 268,454 | 83.89 | 265,440 | 99.78 |
| Truist Financial Corp | 245,812 | 83.89 | 250,844 | 99.78 |
| Private Advisor Group, LLC | 167,139 | 83.89 | 234,447 | 99.78 |
| Verger Capital Management LLC | 161,162 | 83.89 | 159,554 | 99.78 |
| GFS Advisors, LLC | 153,785 | 83.89 | 6,940 | 99.71 |
| Bank Julius Baer & Co. Ltd, Zurich | 115,298 | 83.89 | 30,565 | 99.79 |
| Charter Oak Capital Management, LLC | 110,909 | 83.89 | 111,777 | 105.78 |
| Beirne Wealth Consulting Services, LLC | 82,746 | 83.90 | 83,283 | 99.73 |
| Cambridge Investment Research Advisors, Inc. | 75,525 | 83.89 | 83,921 | 99.78 |
| Moneda S.A. Administradora General de Fondos | 74,200 | 83.89 | 61,079 | 99.77 |
| Cahaba Wealth Management, Inc. | 69,367 | 83.89 | 67,969 | 91.72 |
| Harel Insurance Investments & Financial Services Ltd. | 52,559 | 83.89 | 58,909 | 99.78 |
| Massmutual Trust Co Fsb/adv | 47,008 | 0.09 | 53,315 | 0.09 |
| Commonwealth Equity Services, Llc | 45,661 | 83.88 | 46,678 | 99.77 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Umb Bank N A/mo | 3,194 | 83.91 | 14 | 71.43 |
| Lehman & Derafelo Financial Resources LLC | 599 | 83.47 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|---|
| Twin Tree Management, LP | 0 |
| Name | Previous Calls |
|---|---|
| Caption Management, LLC | 0 |
| Bluefin Capital Management, Llc | 0 |
| HAP Trading, LLC | 0 |
| Name |
|---|
| Name | Increased Puts | Current Puts | Previous Puts | Percentage Increase |
|---|
| Name | Increased Calls | Current Calls | Previous Calls | Percentage Increase |
|---|---|---|---|---|
| Paladin Advisory Group, LLC | 41 | 75 | 34 | 120.59 |
| Name |
|---|
| Name | Reduced Puts | Current Puts | Previous Puts | Percent Decrease |
|---|
| Name | Reduced Calls | Current Calls | Previous Calls | Percentage Decrease |
|---|
| Name |
|---|
| Name | Shares | PPS |
|---|---|---|
| Wolf Group Capital Advisors | 42,279 | 83.90 |
| Paragon Advisors, LLC | 36,591 | 83.90 |
| Brinker Capital Investments, LLC | 17,213 | 83.89 |
| Wealthfront Advisers Llc | 3,213 | 84.03 |
| LVW Advisors, LLC | 3,048 | 83.99 |
| Heritage Financial Services, LLC | 53 | 75.47 |
| Name | Shares | PPS |
|---|---|---|
| Money Concepts Capital Corp | 50 | 100.00 |
| Kellogg W K Foundation Trust | 266,856 | 99.78 |
| Sterling Investment Counsel, LLC | 2,051 | 99.95 |
| Gemmer Asset Management LLC | 634 | 99.37 |
| BlackDiamond Wealth Management Inc. | 3,054 | 99.87 |
| Dixon Hubard Feinour & Brown Inc/va | 2,050 | 100.00 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 658,155 | 83.90 | 677,872 | 99.78 |
| Bogart Wealth, LLC | 343,385 | 83.89 | 326,700 | 99.78 |
| Amplius Wealth Advisors, LLC | 271,386 | 83.89 | 388,471 | 99.78 |
| Great Valley Advisor Group, Inc. | 268,454 | 83.89 | 265,440 | 99.78 |
| Truist Financial Corp | 245,812 | 83.89 | 250,844 | 99.78 |
| Verger Capital Management LLC | 161,162 | 83.89 | 159,554 | 99.78 |
| GFS Advisors, LLC | 153,785 | 83.89 | 6,940 | 99.71 |
| Bank Julius Baer & Co. Ltd, Zurich | 115,298 | 83.89 | 30,565 | 99.79 |
| Charter Oak Capital Management, LLC | 110,909 | 83.89 | 111,777 | 105.78 |
| Moneda S.A. Administradora General de Fondos | 74,200 | 83.89 | 61,079 | 99.77 |
| Cahaba Wealth Management, Inc. | 69,367 | 83.89 | 67,969 | 91.72 |
| Harel Insurance Investments & Financial Services Ltd. | 52,559 | 83.89 | 58,909 | 99.78 |
| Commonwealth Equity Services, Llc | 45,661 | 83.88 | 46,678 | 99.77 |
| Wealth Enhancement Advisory Services, Llc | 43,256 | 85.44 | 43,636 | 101.36 |
| SNS Financial Group, LLC | 40,334 | 83.90 | 42,424 | 99.78 |
| Atwater Malick LLC | 40,070 | 83.90 | 40,438 | 99.78 |
| Well Done, LLC | 37,308 | 83.90 | 36,501 | 99.78 |
| SYM FINANCIAL Corp | 23,346 | 83.87 | 12,969 | 99.78 |
| Capital Investment Advisory Services, LLC | 18,562 | 83.88 | 18,575 | 99.76 |
| Stratos Wealth Partners, LTD. | 18,544 | 83.91 | 2,981 | 99.63 |
| Astoria Strategic Wealth, Inc. | 15,629 | 83.88 | 18,205 | 99.75 |
| Tfo-tdc, Llc | 15,012 | 83.87 | 14,858 | 99.81 |
| Catalyst Private Wealth, Llc | 11,678 | 83.92 | 19,136 | 99.76 |
| Fulcrum Equity Management | 10,165 | 83.92 | 8,372 | 99.74 |
| GenTrust, LLC | 9,275 | 83.88 | 7,926 | 99.80 |
| Hemington Wealth Management | 8,992 | 83.85 | 6,298 | 99.71 |
| Chico Wealth RIA | 7,176 | 83.89 | 7,176 | 99.78 |
| Courage Miller Partners, LLC | 7,100 | 83.94 | 7,100 | 99.72 |
| O'Brien Wealth Partners LLC | 5,507 | 83.89 | 7,032 | 87.74 |
| Financial Advisory Corp /ut/ /adv | 4,422 | 83.90 | 5,402 | 99.78 |
| Brand Asset Management Group, Inc. | 4,345 | 84.00 | 5,493 | 99.76 |
| Winthrop Advisory Group LLC | 3,313 | 83.91 | 3,312 | 99.64 |
| Patten Group, Inc. | 3,050 | 85.57 | 3,050 | 99.67 |
| Round Table Services, LLC | 2,968 | 83.89 | 2,966 | 99.80 |
| Financial Consulate, Inc | 2,900 | 83.79 | 2,900 | 99.66 |
| Element Wealth, LLC | 2,777 | 83.90 | 2,619 | 99.66 |
| J2 Capital Management Inc | 2,722 | 83.76 | 2,787 | 99.75 |
| Global Strategic Investment Solutions, LLC | 2,717 | 83.92 | 2,717 | 99.74 |
| Essex Savings Bank | 2,480 | 83.87 | 2,480 | 99.60 |
| Provident Wealth Management, LLC | 2,417 | 83.99 | 2,417 | 99.71 |
| Spire Wealth Management | 1,972 | 83.67 | 2,044 | 99.80 |
| Lakeview Capital Partners, LLC | 1,858 | 83.96 | 2,615 | 99.81 |
| Mv Capital Management, Inc. | 1,797 | 84.03 | 1,797 | 99.61 |
| Macroview Investment Management Llc | 1,646 | 83.84 | 7,541 | 99.72 |
| Ironwood Wealth Management, LLC. | 1,239 | 83.94 | 1,311 | 99.92 |
| Horan Securities, Inc. | 989 | 83.92 | 989 | 100.10 |
| HighMark Wealth Management LLC | 581 | 84.34 | 575 | 99.13 |
| TCI Wealth Advisors, Inc. | 345 | 84.06 | 341 | 99.71 |
| Life Planning Partners, Inc | 249 | 80.32 | 249 | 100.40 |
| Annapolis Financial Services, LLC | 28 | 71.43 | 28 | 107.14 |
| Name | Current Shares | Current PPS | Previous Shares | Previous PPS |
|---|---|---|---|---|
| Umb Bank N A/mo | 3,194 | 83.91 | 14 | 71.43 |
| Lehman & Derafelo Financial Resources LLC | 599 | 83.47 | 0 |
| Name | Current Puts |
|---|
| Name | Current Calls |
|---|
| Name |
|---|
| Name | Previous Puts |
|---|
| Name | Previous Calls |
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| Name |
|---|
| 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 |
|---|
| 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 |
|---|