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 208 44.00 37.67 37.42
Previous Quarter 218 43.00 37.67 37.62

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 2 61 17 1 6 9
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 1 3 14 1 4 8
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 393,843 0.00 0.00 0 0.00 0.00
Previous Quarter 393,843 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
Trilogy Capital Inc. 3,373,651 37.67
LPL Financial LLC 842,817 37.67
Sargent Bickham Lagudis LLC 433,821 34.57
BlackRock Inc. 393,843 37.67
Morgan Stanley 382,338 37.67
Curran Financial Partners, LLC 307,687 37.67
Forward Management, LLC 292,243 37.67
AE Wealth Management LLC 266,048 37.67
Cambridge Investment Research Advisors, Inc. 213,048 34.57
Weaver Consulting Group 209,376 37.67
Advisor Group Holdings, Inc. 201,998 36.64
Investment Advisory Group, LLC 172,805 37.71
Thrive Capital Management, LLC 169,986 37.67
Wells Fargo & Company/mn 116,432 37.67
Royal Bank Of Canada 96,921 37.67
Brookstone Capital Management 94,079 34.53
Bank Of America Corp /de/ 93,852 37.68
Ameriprise Financial Inc 87,282 37.24
Commonwealth Equity Services, Llc 85,017 37.66
Archvest Wealth Advisors, Inc. 81,108 37.67

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
Trilogy Capital Inc. 3,373,651 37.67
LPL Financial LLC 842,817 37.67
Sargent Bickham Lagudis LLC 436,367 37.67
BlackRock Inc. 393,843 37.67
Morgan Stanley 382,338 37.67
Brookstone Capital Management 319,428 36.75
Curran Financial Partners, LLC 307,687 37.67
Forward Management, LLC 292,243 37.67
AE Wealth Management LLC 266,048 37.67
Cambridge Investment Research Advisors, Inc. 229,741 37.67
Weaver Consulting Group 209,376 37.67
Advisor Group Holdings, Inc. 201,998 36.64
Investment Advisory Group, LLC 172,805 37.71
Thrive Capital Management, LLC 169,986 37.67
Wells Fargo & Company/mn 116,432 37.67
Royal Bank Of Canada 96,921 37.67
Bank Of America Corp /de/ 93,852 37.68
Ameriprise Financial Inc 87,282 37.24
Commonwealth Equity Services, Llc 85,017 37.66
Archvest Wealth Advisors, Inc. 81,108 37.67

 

Recent Quarter Analysis

Name Shares PPS
Cliftonlarsonallen Wealth Advisors, Llc 34,447 34.57
Gradient Investments LLC 11
Name Shares PPS
HB Wealth Management, LLC 54,269 37.66
Ameritas Investment Corp 17,787 0.06
IFP Advisors, Inc 12,850 40.23
Consilium Wealth Advisory, LLC 6,845 37.69
Heritage Wealth Management, Llc 1,860 39.25
Koshinski Asset Management, Inc. 285 38.60
Princeton Global Asset Management LLC
Bessemer Group Inc
Retirement Planning Co of New England, Inc.
Arq Wealth Advisors, Llc
Savior LLC
Ritholtz Wealth Management
Ironwood Financial, llc
StrategIQ Financial Group, LLC
Wolverine Trading, Llc
Northwest Wealth Management, Llc
Kovack Advisors, Inc.
Delta Asset Management Llc/tn
Goodwin Investment Advisory
Barber Financial Group, Inc.
Sfmg, Llc
Steel Peak Wealth Management LLC
International Assets Investment Management, Llc
Oppenheimer & Co Inc
Actinver Wealth Management, Inc.
Barclays Plc
CX Institutional
Kowal Investment Group, LLC
Arkadios Wealth Advisors
Susquehanna International Group, Llp
Citigroup Inc
Selective Wealth Management, Inc.
Atalanta Sosnoff Capital, Llc
Avantax Advisory Services, Inc.
RFG Advisory, LLC
Aspiriant, Llc
NewSquare Capital LLC
Old Mission Capital Llc
PFG Advisors
Comerica Bank
Efficient Advisors, LLC
Affiance Financial, LLC
Citadel Advisors Llc
Vigilare Wealth Management
First Ascent Asset Management, LLC
Cornerstone Advisory, LLC
J Arnold Wealth Management Co
Congress Asset Management Co /ma
Compass Advisory Group LLC
FSC Wealth Advisors, LLC
Atlas Private Wealth Advisors
Sowell Financial Services LLC
Benjamin F. Edwards & Company, Inc.
Paradigm Financial Partners, Llc
Aquire Wealth Advisors, LLC
CoreCap Advisors, LLC
O'shaughnessy Asset Management, Llc
Change Path, LLC
Atria Investments Llc
Janney Montgomery Scott LLC
Dynamic Advisor Solutions LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 433,821 34.57 436,367 37.67
Cambridge Investment Research Advisors, Inc. 213,048 34.57 229,741 37.67
Brookstone Capital Management 94,079 34.53 319,428 36.75
RDA Financial Network 40,754 34.57 47,219 37.68
Rothschild Investment Corp /il 33,100 34.56 33,100 37.67
Private Advisor Group, LLC 26,711 34.56 28,888 37.66
Legacy Financial Group LLC 20,168 34.56 19,821 37.69
Flagship Harbor Advisors, Llc 10,301 34.56 7,600 37.63
Orion Portfolio Solutions, LLC 8,749 34.52 8,749 37.72
Divergent Planning, LLC 7,774 34.60 7,950 37.74
Koss-Olinger Consulting, LLC 6,213 34.60 6,211 37.68
Allworth Financial LP 2,824 34.70 2,460 37.80
Mascoma Wealth Management LLC 2,368 34.63 2,000 37.50
Global Retirement Partners, LLC 1,515 34.32 1,514 35.67
AdvisorNet Financial, Inc 1,094 34.73 1,116 37.63
Tsfg, Llc 887 34.95 2,587 37.50
SOA Wealth Advisors, LLC. 270 33.33 270 37.04
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 25 40.00 27 37.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Flagship Harbor Advisors, Llc 2,701 10,301 34.56 7,600 37.63 35.54
Mascoma Wealth Management LLC 368 2,368 34.63 2,000 37.50 18.40
Allworth Financial LP 364 2,824 34.70 2,460 37.80 14.80
Legacy Financial Group LLC 347 20,168 34.56 19,821 37.69 1.75
Koss-Olinger Consulting, LLC 2 6,213 34.60 6,211 37.68 0.03
Global Retirement Partners, LLC 1 1,515 34.32 1,514 35.67 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 225,349 94,079 34.53 319,428 36.75 -70.55
Cambridge Investment Research Advisors, Inc. 16,693 213,048 34.57 229,741 37.67 -7.27
RDA Financial Network 6,465 40,754 34.57 47,219 37.68 -13.69
Sargent Bickham Lagudis LLC 2,546 433,821 34.57 436,367 37.67 -0.58
Private Advisor Group, LLC 2,177 26,711 34.56 28,888 37.66 -7.54
Tsfg, Llc 1,700 887 34.95 2,587 37.50 -65.71
Divergent Planning, LLC 176 7,774 34.60 7,950 37.74 -2.21
AdvisorNet Financial, Inc 22 1,094 34.73 1,116 37.63 -1.97
RWM Asset Management, LLC 2 25 40.00 27 37.04 -7.41
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
Gradient Investments LLC 11
Name Shares PPS
HB Wealth Management, LLC 54,269 37.66
Koshinski Asset Management, Inc. 285 38.60
Consilium Wealth Advisory, LLC 6,845 37.69
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 433,821 34.57 436,367 37.67
Cambridge Investment Research Advisors, Inc. 213,048 34.57 229,741 37.67
Brookstone Capital Management 94,079 34.53 319,428 36.75
RDA Financial Network 40,754 34.57 47,219 37.68
Rothschild Investment Corp /il 33,100 34.56 33,100 37.67
Private Advisor Group, LLC 26,711 34.56 28,888 37.66
Flagship Harbor Advisors, Llc 10,301 34.56 7,600 37.63
Orion Portfolio Solutions, LLC 8,749 34.52 8,749 37.72
Divergent Planning, LLC 7,774 34.60 7,950 37.74
Allworth Financial LP 2,824 34.70 2,460 37.80
Mascoma Wealth Management LLC 2,368 34.63 2,000 37.50
Global Retirement Partners, LLC 1,515 34.32 1,514 35.67
Tsfg, Llc 887 34.95 2,587 37.50
SOA Wealth Advisors, LLC. 270 33.33 270 37.04
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 25 40.00 27 37.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Flagship Harbor Advisors, Llc 2,701 10,301 34.56 7,600 37.63 35.54
Mascoma Wealth Management LLC 368 2,368 34.63 2,000 37.50 18.40
Allworth Financial LP 364 2,824 34.70 2,460 37.80 14.80
Global Retirement Partners, LLC 1 1,515 34.32 1,514 35.67 0.07
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 225,349 94,079 34.53 319,428 36.75 -70.55
Cambridge Investment Research Advisors, Inc. 16,693 213,048 34.57 229,741 37.67 -7.27
RDA Financial Network 6,465 40,754 34.57 47,219 37.68 -13.69
Sargent Bickham Lagudis LLC 2,546 433,821 34.57 436,367 37.67 -0.58
Private Advisor Group, LLC 2,177 26,711 34.56 28,888 37.66 -7.54
Tsfg, Llc 1,700 887 34.95 2,587 37.50 -65.71
Divergent Planning, LLC 176 7,774 34.60 7,950 37.74 -2.21
RWM Asset Management, LLC 2 25 40.00 27 37.04 -7.41
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