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 292 66.00 68.93 57.14
Previous Quarter 307 68.00 68.94 58.64

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 5 56 28 2 14 12
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 4 3 23 1 9 11
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 26 0.00 0.00 0 0.00 0.00
Previous Quarter 26 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
Cowa, Llc 647,055 0.07
Rockefeller Capital Management L.P. 382,346 68.94
Cambridge Investment Research Advisors, Inc. 354,685 59.89
Assetmark, Inc 350,456 68.94
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 343,629 68.94
Bank Of America Corp /de/ 174,535 68.94
Sweet Financial Partners, LLC 173,692 68.94
FDx Advisors, Inc. 173,430 68.94
Lbmc Investment Advisors, Llc 148,353 59.89
Verity Asset Management, Inc. 141,810 0.01
Wells Fargo & Company/mn 137,529 68.94
LPL Financial LLC 122,678 68.94
Commonwealth Equity Services, Llc 117,957 68.93
Patton Albertson Miller Group, Llc 112,235 68.94
CFS Investment Advisory Services, LLC 108,029 0.02
Northwest Wealth Management, Llc 87,063 68.94
RTD Financial Advisors, Inc. 86,297 68.94
Morgan Stanley 75,205 68.94
Warren Averett Asset Management, LLC 63,717 68.95
UBS Group AG 61,225 68.94

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
Cowa, Llc 647,055 0.07
Rockefeller Capital Management L.P. 382,346 68.94
Cambridge Investment Research Advisors, Inc. 378,276 68.94
Assetmark, Inc 350,456 68.94
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 343,629 68.94
Bank Of America Corp /de/ 174,535 68.94
Sweet Financial Partners, LLC 173,692 68.94
FDx Advisors, Inc. 173,430 68.94
Lbmc Investment Advisors, Llc 149,030 68.94
Verity Asset Management, Inc. 141,810 0.01
Wells Fargo & Company/mn 137,529 68.94
LPL Financial LLC 122,678 68.94
Commonwealth Equity Services, Llc 117,957 68.93
Patton Albertson Miller Group, Llc 112,235 68.94
CFS Investment Advisory Services, LLC 108,029 0.02
Northwest Wealth Management, Llc 87,063 68.94
RTD Financial Advisors, Inc. 86,297 68.94
Consilium Wealth Advisory, LLC 84,131 68.94
Morgan Stanley 75,205 68.94
Warren Averett Asset Management, LLC 63,717 68.95

 

Recent Quarter Analysis

Name Shares PPS
Arden Trust Co 49,937 59.90
Oak Asset Management, LLC 11,698 59.92
Wbh Advisory Inc 4,171 59.46
Signaturefd, Llc 2,522 68.99
Gradient Investments LLC 100 60.00
Name Shares PPS
Cardan Capital Partners, LLC 11,678 69.79
IFP Advisors, Inc 4,301 74.17
Cascadia Advisory Services, LLC 3,737 69.84
Strid Group, LLC 3,185 69.07
Vigilare Wealth Management 3,114 69.04
Sightline Wealth Advisors, LLC 2,991 68.87
Miracle Mile Advisors, LLC 2,946 68.91
C-J Advisory, Inc. 2,928 69.67
Carroll Financial Associates, Inc. 2,797 72.94
Signaturefd, Llc 2,522 68.99
Heritage Wealth Management, Llc 1,064 69.55
Parallel Advisors, LLC 268 70.90
Paragon Wealth Strategies, LLC
Arkadios Wealth Advisors
Atwood & Palmer Inc
Enterprise Financial Services Corp
BEAM Asset Management, LLC
RFG Advisory, LLC
Strategic Blueprint, LLC
Ellevest, Inc.
J Arnold Wealth Management Co
Tower Research Capital LLC (TRC)
Liberty Wealth Management Llc
Capital Analysts, Inc.
Halbert Hargrove Global Advisors, Llc
Citadel Advisors Llc
Ironwood Financial, llc
Ameritas Investment Partners, Inc.
Clarity Financial LLC
Aprio Wealth Management, LLC
Citigroup Inc
Koss-Olinger Consulting, LLC
Old Mission Capital Llc
Wolf Group Capital Advisors
Coastal Investment Advisors, Inc.
Montag A & Associates Inc
CoreCap Advisors, LLC
Leverty Financial Group, LLC
Aquire Wealth Advisors, LLC
Atlas Private Wealth Advisors
Advisory Services Network, LLC
Personal Wealth Partners
Smith Anglin Financial, LLC
IFG Advisory, LLC
RiverTree Advisors, LLC
Aspire Capital Advisors LLC
Advisor Resource Council
EPG Wealth Management LLC
Shakespeare Wealth Management, Inc.
Chicago Partners Investment Group LLC
Confluence Wealth Services, Inc.
Renaissance Technologies Llc
Signet Financial Management, Llc
ONE Advisory Partners, LLC
Cooper Financial Group
Affiance Financial, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 354,685 59.89 378,276 68.94
Lbmc Investment Advisors, Llc 148,353 59.89 149,030 68.94
Legacy Financial Group LLC 56,917 59.89 46,513 68.95
Consilium Wealth Advisory, LLC 47,414 59.90 84,131 68.94
Ritholtz Wealth Management 41,521 59.90 41,999 68.93
Marino, Stram & Associates Llc 34,986 59.88 37,890 68.94
Polaris Wealth Advisory Group, LLC 24,974 59.90 22,418 68.07
Cliftonlarsonallen Wealth Advisors, Llc 23,889 59.90 17,456 68.92
Brookstone Capital Management 16,357 60.10 16,033 67.17
Private Advisor Group, LLC 15,593 59.90 14,608 68.93
AdvisorNet Financial, Inc 15,455 59.92 15,131 68.93
Allworth Financial LP 14,644 59.89 14,164 68.98
McKinley Carter Wealth Services, Inc. 13,215 59.86 13,340 68.97
Diversified Trust Co 9,556 59.86 8,700 68.97
Ccg Wealth Management, Llc 7,815 59.88 7,815 68.97
Sargent Bickham Lagudis LLC 7,112 59.90 7,112 68.90
Divergent Planning, LLC 6,837 59.82 6,943 69.28
Boston Standard Wealth Management, LLC 6,614 60.33 6,341 68.92
Sugarloaf Wealth Management, LLC 6,528 59.90 6,029 69.00
Mountain Capital Investment Advisors, Inc 6,376 60.23 5,107 67.16
Name Current Shares Current PPS Previous Shares Previous PPS
Archford Capital Strategies, LLC 32,706 0.06 33,044 0.06
Ellenbecker Investment Group 12,149 0.08 7,172
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Legacy Financial Group LLC 10,404 56,917 59.89 46,513 68.95 22.37
Cliftonlarsonallen Wealth Advisors, Llc 6,433 23,889 59.90 17,456 68.92 36.85
Ellenbecker Investment Group 4,977 12,149 0.08 7,172 69.39
Polaris Wealth Advisory Group, LLC 2,556 24,974 59.90 22,418 68.07 11.40
Mountain Capital Investment Advisors, Inc 1,269 6,376 60.23 5,107 67.16 24.85
Private Advisor Group, LLC 985 15,593 59.90 14,608 68.93 6.74
Diversified Trust Co 856 9,556 59.86 8,700 68.97 9.84
Sugarloaf Wealth Management, LLC 499 6,528 59.90 6,029 69.00 8.28
Allworth Financial LP 480 14,644 59.89 14,164 68.98 3.39
AdvisorNet Financial, Inc 324 15,455 59.92 15,131 68.93 2.14
Brookstone Capital Management 324 16,357 60.10 16,033 67.17 2.02
Boston Standard Wealth Management, LLC 273 6,614 60.33 6,341 68.92 4.31
Mascoma Wealth Management LLC 144 2,613 59.70 2,469 68.85 5.83
TPG Financial Advisors, LLC 87 5,881 59.85 5,794 68.86 1.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Consilium Wealth Advisory, LLC 36,717 47,414 59.90 84,131 68.94 -43.64
Cambridge Investment Research Advisors, Inc. 23,591 354,685 59.89 378,276 68.94 -6.24
Marino, Stram & Associates Llc 2,904 34,986 59.88 37,890 68.94 -7.66
Lbmc Investment Advisors, Llc 677 148,353 59.89 149,030 68.94 -0.45
Ritholtz Wealth Management 478 41,521 59.90 41,999 68.93 -1.14
Archford Capital Strategies, LLC 338 32,706 0.06 33,044 0.06 -1.02
Koshinski Asset Management, Inc. 312 3,593 3,905 68.89 -7.99
Guardian Financial Partners, LLC 242 5,494 59.88 5,736 65.55 -4.22
McKinley Carter Wealth Services, Inc. 125 13,215 59.86 13,340 68.97 -0.94
Divergent Planning, LLC 106 6,837 59.82 6,943 69.28 -1.53
Mezzasalma Advisors, LLC 40 5,481 59.84 5,521 69.01 -0.72
Global Retirement Partners, LLC 30 15 66.67 45 66.67 -66.67
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
Arden Trust Co 49,937 59.90
Oak Asset Management, LLC 11,698 59.92
Wbh Advisory Inc 4,171 59.46
Gradient Investments LLC 100 60.00
Name Shares PPS
Miracle Mile Advisors, LLC 2,946 68.91
Sightline Wealth Advisors, LLC 2,991 68.87
Vigilare Wealth Management 3,114 69.04
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 354,685 59.89 378,276 68.94
Consilium Wealth Advisory, LLC 47,414 59.90 84,131 68.94
Ritholtz Wealth Management 41,521 59.90 41,999 68.93
Marino, Stram & Associates Llc 34,986 59.88 37,890 68.94
Polaris Wealth Advisory Group, LLC 24,974 59.90 22,418 68.07
Brookstone Capital Management 16,357 60.10 16,033 67.17
Private Advisor Group, LLC 15,593 59.90 14,608 68.93
Allworth Financial LP 14,644 59.89 14,164 68.98
McKinley Carter Wealth Services, Inc. 13,215 59.86 13,340 68.97
Diversified Trust Co 9,556 59.86 8,700 68.97
Ccg Wealth Management, Llc 7,815 59.88 7,815 68.97
Sargent Bickham Lagudis LLC 7,112 59.90 7,112 68.90
Divergent Planning, LLC 6,837 59.82 6,943 69.28
Boston Standard Wealth Management, LLC 6,614 60.33 6,341 68.92
Sugarloaf Wealth Management, LLC 6,528 59.90 6,029 69.00
TPG Financial Advisors, LLC 5,881 59.85 5,794 68.86
Guardian Financial Partners, LLC 5,494 59.88 5,736 65.55
Mezzasalma Advisors, LLC 5,481 59.84 5,521 69.01
Koshinski Asset Management, Inc. 3,593 3,905 68.89
McNaughton Wealth Management, LLC 3,486 59.95 3,486 68.85
Mascoma Wealth Management LLC 2,613 59.70 2,469 68.85
Activest Wealth Management 499 60.12 499 68.14
Valley National Advisers Inc 100 60.00 100 70.00
Name Current Shares Current PPS Previous Shares Previous PPS
Archford Capital Strategies, LLC 32,706 0.06 33,044 0.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Polaris Wealth Advisory Group, LLC 2,556 24,974 59.90 22,418 68.07 11.40
Private Advisor Group, LLC 985 15,593 59.90 14,608 68.93 6.74
Diversified Trust Co 856 9,556 59.86 8,700 68.97 9.84
Sugarloaf Wealth Management, LLC 499 6,528 59.90 6,029 69.00 8.28
Allworth Financial LP 480 14,644 59.89 14,164 68.98 3.39
Brookstone Capital Management 324 16,357 60.10 16,033 67.17 2.02
Boston Standard Wealth Management, LLC 273 6,614 60.33 6,341 68.92 4.31
Mascoma Wealth Management LLC 144 2,613 59.70 2,469 68.85 5.83
TPG Financial Advisors, LLC 87 5,881 59.85 5,794 68.86 1.50
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Consilium Wealth Advisory, LLC 36,717 47,414 59.90 84,131 68.94 -43.64
Cambridge Investment Research Advisors, Inc. 23,591 354,685 59.89 378,276 68.94 -6.24
Marino, Stram & Associates Llc 2,904 34,986 59.88 37,890 68.94 -7.66
Ritholtz Wealth Management 478 41,521 59.90 41,999 68.93 -1.14
Archford Capital Strategies, LLC 338 32,706 0.06 33,044 0.06 -1.02
Koshinski Asset Management, Inc. 312 3,593 3,905 68.89 -7.99
Guardian Financial Partners, LLC 242 5,494 59.88 5,736 65.55 -4.22
McKinley Carter Wealth Services, Inc. 125 13,215 59.86 13,340 68.97 -0.94
Divergent Planning, LLC 106 6,837 59.82 6,943 69.28 -1.53
Mezzasalma Advisors, LLC 40 5,481 59.84 5,521 69.01 -0.72
Global Retirement Partners, LLC 30 15 66.67 45 66.67 -66.67
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