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 440 106.00 30.40 29.94
Previous Quarter 472 104.00 30.40 30.23

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 1 121 34 0 11 22
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 0 7 24 0 8 16
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 99 0.00 0.00 0 0.00 0.00
Previous Quarter 99 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
Bank Of America Corp /de/ 22,082,708 30.40
State of Tennessee, Treasury Department 3,963,600 30.40
Morgan Stanley 3,764,935 30.40
Capital Investment Advisors, LLC 3,182,476 27.02
Gradient Investments LLC 3,023,176 27.02
Jane Street Group, Llc 2,874,318 30.40
Wells Fargo & Company/mn 2,810,914 30.40
LPL Financial LLC 2,247,118 30.40
Charles Schwab Investment Management Inc 2,040,103 30.40
Envestnet Asset Management Inc 2,030,578 30.40
Evergreen Capital Management Llc 1,928,112 30.40
ARGI Investment Services, LLC 1,883,923 30.40
Mather Group, Llc. 1,796,329 30.40
Deseret Mutual Benefit Administrators 1,738,025 30.40
Ameriprise Financial Inc 1,399,364 30.42
Allianz Asset Management GmbH 1,318,924 30.40
Signify Wealth 1,308,135 30.40
Raymond James Financial Services Advisors, Inc. 1,302,336 30.40
Advisor Group Holdings, Inc. 1,281,814 30.38
Southern Farm Bureau Life Insurance 1,231,447 30.40

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
Bank Of America Corp /de/ 22,082,708 30.40
State of Tennessee, Treasury Department 3,963,600 30.40
Morgan Stanley 3,764,935 30.40
Capital Investment Advisors, LLC 3,086,109 30.40
Gradient Investments LLC 3,009,215 30.40
Jane Street Group, Llc 2,874,318 30.40
Wells Fargo & Company/mn 2,810,914 30.40
LPL Financial LLC 2,247,118 30.40
Charles Schwab Investment Management Inc 2,040,103 30.40
Envestnet Asset Management Inc 2,030,578 30.40
Evergreen Capital Management Llc 1,928,112 30.40
ARGI Investment Services, LLC 1,883,923 30.40
Mather Group, Llc. 1,796,329 30.40
Deseret Mutual Benefit Administrators 1,738,025 30.40
Ameriprise Financial Inc 1,399,364 30.42
Allianz Asset Management GmbH 1,318,924 30.40
Signify Wealth 1,308,135 30.40
Raymond James Financial Services Advisors, Inc. 1,302,336 30.40
Advisor Group Holdings, Inc. 1,281,814 30.38
Southern Farm Bureau Life Insurance 1,231,447 30.40

 

Recent Quarter Analysis

Name Shares PPS
Ellis Investment Partners, LLC 5,351 30.27
Name Shares PPS
Wallington Asset Management, LLC 460,650 30.40
Cardan Capital Partners, LLC 432,730 33.05
Silverleafe Capital Partners, LLC 126,451 30.40
Ameritas Investment Corp 115,826 0.03
IFP Advisors, Inc 97,531 33.23
Orion Portfolio Solutions, LLC 12,088 30.36
Carroll Financial Associates, Inc. 11,237 33.10
Peak Financial Advisors Llc 8,488 30.40
Ellis Investment Partners, LLC 5,351 30.27
Sonora Investment Management, LLC 700 32.86
Investmark Advisory Group LLC 520 32.69
Foresight Capital Management Advisors, Inc. 413 31.48
American National Bank 331 30.21
Mascoma Wealth Management LLC 285 31.58
Wolverine Trading, Llc
Advisory Services Network, LLC
Centaurus Financial, Inc.
Ten Capital Wealth Advisors, LLC
Onyx Bridge Wealth Group LLC
Cedar Capital, Llc
BEAM Asset Management, LLC
Systelligence, LLC
Tuttle Tactical Management LLC
BlueCrest Capital Management Ltd
Clean Yield Group
Norway Savings Bank
Raymond James Trust N.a.
Eudaimonia Partners, LLC
Clear Street Markets Llc
Cascadia Advisory Services, LLC
Alberta Investment Management Corp
Level Four Advisory Services, Llc
Proquility Private Wealth Partners, LLC
Good Life Advisors, LLC
Montag A & Associates Inc
KCS Wealth Advisory
Collaborative Investment Series Trust - Adaptive Core ETF
James Investment Research Inc
Claraphi Advisory Network, LLC
Pacitti Group Inc.
Claudia M.p. Batlle, Crp (r) Llc
Johnson Financial Group, Inc.
Sterling Investment Advisors, Ltd.
MY Wealth Management Inc.
Tfo-tdc, Llc
Millennium Management Llc
Avitas Wealth Management LLC
Blue Barn Wealth, LLC
CNB Bank
WFA of San Diego, LLC
JNBA Financial Advisors
Sanders Morris Harris Llc
Ferguson Shapiro LLC
GWM Advisors LLC
Mcdonald Partners Llc
Wealthsource Partners, Llc
Brookstone Capital Management
Sowell Financial Services LLC
J.w. Cole Advisors, Inc.
Barclays Plc
Morningstar Investment Services LLC
WAMIX - WSTCM Credit Select Risk-Managed Fund Institutional Shares
Smart Portfolios, LLC
Baystate Wealth Management LLC
Arkadios Wealth Advisors
Snowden Capital Advisors LLC
Investors Financial Group, LLC
Ceera Investments, Llc
Mid-American Wealth Advisory Group, Inc.
Certified Advisory Corp
BHF RG Capital Inc.
EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
Synergy Financial Management, LLC
Smart Money Group LLC
Aptus Capital Advisors, LLC
Tower Research Capital LLC (TRC)
Bartlett & Co. LLC
BlackDiamond Wealth Management Inc.
Advisor Resource Council
Crabel Capital Management, LLC
Procyon Private Wealth Partners, LLC
Prudential Plc
CoreCap Advisors, LLC
FinTrust Capital Advisors, LLC
Stephens Inc /ar/
GFS Advisors, LLC
TFAFX - Tactical Growth Allocation Fund Class I
Raleigh Capital Management Inc.
D.a. Davidson & Co.
Richard P Slaughter Associates Inc
First Horizon Advisors, Inc.
Redhawk Wealth Advisors, Inc.
Financial Services Advisory Inc
Marshall Financial Group LLC
Dynamic Technology Lab Private Ltd
Bnp Paribas Arbitrage, Sa
Aspire Private Capital, LLC
AIIFX - Timber Point Alternative Income Fund Institutional Class Shares
Transform Wealth, LLC
First Command Advisory Services, Inc.
Cavalier Investments, LLC
Capital Asset Advisory Services LLC
EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
Huntington National Bank
Angeles Investment Advisors, LLC
Mariner, LLC
Cordant, Inc.
AlphaStar Capital Management, LLC
Prestige Wealth Management Group LLC
Teamwork Financial Advisors, LLC
F3Logic, LLC
TFAMX - Tactical Moderate Allocation Fund Class A
Integrated Advisors Network LLC
TCI Wealth Advisors, Inc.
Adviser Investments LLC
Cahill Financial Advisors Inc
Quattro Financial Advisors Llc
Allegheny Financial Group LTD
TFAZX - TFA Tactical Income Fund Class I
AllSquare Wealth Management LLC
Friedenthal Financial
Name Current Shares Current PPS Previous Shares Previous PPS
Capital Investment Advisors, LLC 3,182,476 27.02 3,086,109 30.40
Gradient Investments LLC 3,023,176 27.02 3,009,215 30.40
Sargent Bickham Lagudis LLC 844,706 27.02 910,067 30.40
Cambridge Investment Research Advisors, Inc. 375,495 27.02 571,923 30.40
Sound Income Strategies, LLC 339,601 27.02 790,750 30.40
Massmutual Trust Co Fsb/adv 276,152 0.03 268,334 0.03
Wela Strategies, Inc. 144,709 27.02 146,855 30.40
Miracle Mile Advisors, LLC 128,920 27.02 130,695 30.40
Allworth Financial LP 115,472 27.02 114,814 30.40
Vista Private Wealth Partners. LLC 107,649 27.17 103,304 30.29
Melone Private Wealth, LLC 94,941 27.43 92,208 29.05
New Potomac Partners, LLC 90,358 27.01 89,723 30.40
Private Advisor Group, LLC 60,547 27.02 58,329 30.40
PFG Advisors 58,638 27.01 59,782 30.39
McKinley Carter Wealth Services, Inc. 56,686 27.03 62,498 30.40
Wilson & Boucher Capital Management, LLC 44,900 27.02 71,650 30.40
Legacy Financial Group LLC 37,484 27.02 44,027 30.39
BKA Wealth Consulting, Inc. 35,383 27.02 77,210 30.40
Minot Wealth Management LLC 24,000 27.00 40,087 30.41
IVC Wealth Advisors LLC 22,284 27.01 23,099 30.39
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Capital Investment Advisors, LLC 96,367 3,182,476 27.02 3,086,109 30.40 3.12
Gradient Investments LLC 13,961 3,023,176 27.02 3,009,215 30.40 0.46
Massmutual Trust Co Fsb/adv 7,818 276,152 0.03 268,334 0.03 2.91
Vista Private Wealth Partners. LLC 4,345 107,649 27.17 103,304 30.29 4.21
Melone Private Wealth, LLC 2,733 94,941 27.43 92,208 29.05 2.96
Private Advisor Group, LLC 2,218 60,547 27.02 58,329 30.40 3.80
Allworth Financial LP 658 115,472 27.02 114,814 30.40 0.57
New Potomac Partners, LLC 635 90,358 27.01 89,723 30.40 0.71
Tompkins Financial Corp 355 4,600 26.96 4,245 30.39 8.36
Stolper Co 41 16,770 27.01 16,729 30.43 0.25
Wolff Wiese Magana Llc 3 1,242 27.38 1,239 30.67 0.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Sound Income Strategies, LLC 451,149 339,601 27.02 790,750 30.40 -57.05
Cambridge Investment Research Advisors, Inc. 196,428 375,495 27.02 571,923 30.40 -34.35
Sargent Bickham Lagudis LLC 65,361 844,706 27.02 910,067 30.40 -7.18
BKA Wealth Consulting, Inc. 41,827 35,383 27.02 77,210 30.40 -54.17
Wilson & Boucher Capital Management, LLC 26,750 44,900 27.02 71,650 30.40 -37.33
Minot Wealth Management LLC 16,087 24,000 27.00 40,087 30.41 -40.13
DFHY - TrimTabs Donoghue Forlines Tactical High Yield ETF 15,689 19,542 28.66 35,231 31.62 -44.53
David J Yvars Group 7,112 13,483 27.15 20,595 30.40 -34.53
Legacy Financial Group LLC 6,543 37,484 27.02 44,027 30.39 -14.86
McKinley Carter Wealth Services, Inc. 5,812 56,686 27.03 62,498 30.40 -9.30
Financial Management Network Inc 4,839 13,953 27.16 18,792 30.54 -25.75
SWM Advisors 2,481 12,619 27.02 15,100 30.40 -16.43
Wela Strategies, Inc. 2,146 144,709 27.02 146,855 30.40 -1.46
Miracle Mile Advisors, LLC 1,775 128,920 27.02 130,695 30.40 -1.36
AdvisorNet Financial, Inc 1,352 48 20.83 1,400 30.71 -96.57
PFG Advisors 1,144 58,638 27.01 59,782 30.39 -1.91
IVC Wealth Advisors LLC 815 22,284 27.01 23,099 30.39 -3.53
RWM Asset Management, LLC 755 5,613 27.08 6,368 30.46 -11.86
Global Trust Asset Management, LLC 312 200 25.00 512 31.25 -60.94
Atticus Wealth Management, Llc 97 138 28.99 235 29.79 -41.28
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, 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

Past Week Analysis

Name Shares PPS
Name Shares PPS
Orion Portfolio Solutions, LLC 12,088 30.36
Mascoma Wealth Management LLC 285 31.58
Foresight Capital Management Advisors, Inc. 413 31.48
Wallington Asset Management, LLC 460,650 30.40
Peak Financial Advisors Llc 8,488 30.40
American National Bank 331 30.21
Investmark Advisory Group LLC 520 32.69
Name Current Shares Current PPS Previous Shares Previous PPS
Gradient Investments LLC 3,023,176 27.02 3,009,215 30.40
Sargent Bickham Lagudis LLC 844,706 27.02 910,067 30.40
Cambridge Investment Research Advisors, Inc. 375,495 27.02 571,923 30.40
Sound Income Strategies, LLC 339,601 27.02 790,750 30.40
Miracle Mile Advisors, LLC 128,920 27.02 130,695 30.40
Allworth Financial LP 115,472 27.02 114,814 30.40
Vista Private Wealth Partners. LLC 107,649 27.17 103,304 30.29
Melone Private Wealth, LLC 94,941 27.43 92,208 29.05
New Potomac Partners, LLC 90,358 27.01 89,723 30.40
Private Advisor Group, LLC 60,547 27.02 58,329 30.40
PFG Advisors 58,638 27.01 59,782 30.39
McKinley Carter Wealth Services, Inc. 56,686 27.03 62,498 30.40
Wilson & Boucher Capital Management, LLC 44,900 27.02 71,650 30.40
BKA Wealth Consulting, Inc. 35,383 27.02 77,210 30.40
Minot Wealth Management LLC 24,000 27.00 40,087 30.41
IVC Wealth Advisors LLC 22,284 27.01 23,099 30.39
Financial Management Network Inc 13,953 27.16 18,792 30.54
David J Yvars Group 13,483 27.15 20,595 30.40
Marcum Wealth, LLC 9,891 26.99 9,945 30.37
RWM Asset Management, LLC 5,613 27.08 6,368 30.46
Tompkins Financial Corp 4,600 26.96 4,245 30.39
Wolff Wiese Magana Llc 1,242 27.38 1,239 30.67
Global Trust Asset Management, LLC 200 25.00 512 31.25
Atticus Wealth Management, Llc 138 28.99 235 29.79
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Gradient Investments LLC 13,961 3,023,176 27.02 3,009,215 30.40 0.46
Vista Private Wealth Partners. LLC 4,345 107,649 27.17 103,304 30.29 4.21
Melone Private Wealth, LLC 2,733 94,941 27.43 92,208 29.05 2.96
Private Advisor Group, LLC 2,218 60,547 27.02 58,329 30.40 3.80
Allworth Financial LP 658 115,472 27.02 114,814 30.40 0.57
New Potomac Partners, LLC 635 90,358 27.01 89,723 30.40 0.71
Tompkins Financial Corp 355 4,600 26.96 4,245 30.39 8.36
Wolff Wiese Magana Llc 3 1,242 27.38 1,239 30.67 0.24
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Sound Income Strategies, LLC 451,149 339,601 27.02 790,750 30.40 -57.05
Cambridge Investment Research Advisors, Inc. 196,428 375,495 27.02 571,923 30.40 -34.35
Sargent Bickham Lagudis LLC 65,361 844,706 27.02 910,067 30.40 -7.18
BKA Wealth Consulting, Inc. 41,827 35,383 27.02 77,210 30.40 -54.17
Wilson & Boucher Capital Management, LLC 26,750 44,900 27.02 71,650 30.40 -37.33
Minot Wealth Management LLC 16,087 24,000 27.00 40,087 30.41 -40.13
David J Yvars Group 7,112 13,483 27.15 20,595 30.40 -34.53
McKinley Carter Wealth Services, Inc. 5,812 56,686 27.03 62,498 30.40 -9.30
Financial Management Network Inc 4,839 13,953 27.16 18,792 30.54 -25.75
Miracle Mile Advisors, LLC 1,775 128,920 27.02 130,695 30.40 -1.36
PFG Advisors 1,144 58,638 27.01 59,782 30.39 -1.91
IVC Wealth Advisors LLC 815 22,284 27.01 23,099 30.39 -3.53
RWM Asset Management, LLC 755 5,613 27.08 6,368 30.46 -11.86
Global Trust Asset Management, LLC 312 200 25.00 512 31.25 -60.94
Atticus Wealth Management, Llc 97 138 28.99 235 29.79 -41.28
Marcum Wealth, LLC 54 9,891 26.99 9,945 30.37 -0.54
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