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 298 46.00 42.96 42.38
Previous Quarter 320 46.00 42.97 42.08

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 76 25 0 13 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 2 22 0 11 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 4,528,938 0.00 0.00 0 0.00 0.00
Previous Quarter 2,334,821 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
BlackRock Inc. 2,334,821 42.97
BlackRock Inc. 2,194,117
Tiedemann Advisors, Llc 1,530,555 42.97
AE Wealth Management LLC 1,223,728 42.97
LPL Financial LLC 922,053 42.97
Brinker Capital Investments, LLC 469,223 42.97
Royal Bank Of Canada 433,871 42.97
Advisor Group Holdings, Inc. 385,765 41.50
Morgan Stanley 325,743 42.97
Wells Fargo & Company/mn 282,779 42.97
Ameritas Advisory Services, LLC 228,146 42.97
Cambridge Investment Research Advisors, Inc. 216,657 38.96
Bank Of America Corp /de/ 192,515 42.97
Aspiriant, Llc 181,713 42.96
Weaver Consulting Group 178,010 42.97
Parametric Portfolio Associates Llc 176,253 42.97
Thrive Capital Management, LLC 162,262 42.97
Brookstone Capital Management 143,496 38.88
Commonwealth Equity Services, Llc 133,072 42.97
Sweet Financial Partners, LLC 131,235 42.97

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
BlackRock Inc. 2,334,821 42.97
Tiedemann Advisors, Llc 1,530,555 42.97
AE Wealth Management LLC 1,223,728 42.97
LPL Financial LLC 922,053 42.97
Brinker Capital Investments, LLC 469,223 42.97
Royal Bank Of Canada 433,871 42.97
Advisor Group Holdings, Inc. 385,765 41.50
Morgan Stanley 325,743 42.97
Wells Fargo & Company/mn 282,779 42.97
Ameritas Advisory Services, LLC 228,146 42.97
Cambridge Investment Research Advisors, Inc. 221,050 42.97
Bank Of America Corp /de/ 192,515 42.97
Aspiriant, Llc 181,713 42.96
Brookstone Capital Management 178,559 41.84
Weaver Consulting Group 178,010 42.97
Parametric Portfolio Associates Llc 176,253 42.97
Ameritas Investment Corp 167,902 0.05
Thrive Capital Management, LLC 162,262 42.97
Commonwealth Equity Services, Llc 133,072 42.97
Sweet Financial Partners, LLC 131,235 42.97

 

Recent Quarter Analysis

Name Shares PPS
Arden Trust Co 78,523 38.96
Name Shares PPS
Ameritas Investment Corp 167,902 0.05
Mid Atlantic Financial Management Inc/adv 18,371 44.74
IFP Advisors, Inc 11,494 45.59
Advisory Alpha, LLC 9,781 42.94
Consilium Wealth Advisory, LLC 6,651 43.00
Divergent Planning, LLC 4,993 43.06
Parallel Advisors, LLC 1,212 42.90
Heritage Wealth Management, Llc 948 44.30
Wealth Quarterback LLC 267
TCI Wealth Advisors, Inc.
Hollencrest Capital Management
Fifth Third Bancorp
RiverTree Advisors, LLC
Lebenthal Global Advisors, LLC
J Arnold Wealth Management Co
Foundations Investment Advisors, LLC
Personal Wealth Partners
Cardinal Point Wealth Management LLC
Strategic Blueprint, LLC
Deutsche Bank Ag\
Advisory Services Network, LLC
Northwestern Mutual Wealth Management Co
Snider Financial Group
Arq Wealth Advisors, Llc
Snowden Capital Advisors LLC
Rocky Mountain Advisers, Llc
Cadence Bank Na
SBK Financial, Inc.
Mkd Wealth Coaches, Llc
Old Mission Capital Llc
Retirement Group, LLC
Compass Advisory Group LLC
Arkadios Wealth Advisors
Optimum Investment Advisors
Wealth Advisory Solutions, LLC
PFG Advisors
Fure Financial Corp
Savior LLC
Liberty Wealth Management Llc
Koss-Olinger Consulting, LLC
Polaris Wealth Advisory Group, LLC
Rockefeller Capital Management L.P.
Midwest Professional Planners, LTD.
Signet Financial Management, Llc
Aquire Wealth Advisors, LLC
Actinver Wealth Management, Inc.
IronBridge Private Wealth, LLC
Independent Wealth Network Inc.
Rinkey Investments
Delta Asset Management Llc/tn
Confluence Wealth Services, Inc.
Winch Advisory Services, LLC
IHT Wealth Management, LLC
Oppenheimer & Co Inc
Vigilare Wealth Management
Pacitti Group Inc.
FLC Capital Advisors
Citigroup Inc
WestEnd Advisors, LLC
Financial Management Network Inc
Strategic Wealth Partners Group LLC
Barclays Plc
Two Sigma Securities, Llc
Evensky & Katz LLC
Us Bancorp \de\
Main Street Financial Solutions, LLC
Ironwood Financial, llc
Retirement Planning Co of New England, Inc.
Blair William & Co/il
Summit Financial Wealth Advisors, LLC
Wolf Group Capital Advisors
Leverty Financial Group, LLC
Cahill Financial Advisors Inc
Atlas Private Wealth Advisors
Brown Brothers Harriman & Co
Affiance Financial, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 216,657 38.96 221,050 42.97
Brookstone Capital Management 143,496 38.88 178,559 41.84
Weitzel Financial Services, Inc. 114,115 38.96 82,420 42.98
Ritholtz Wealth Management 43,176 38.96 24,257 42.96
RDA Financial Network 28,485 38.97 28,610 42.96
Private Advisor Group, LLC 24,334 38.96 32,315 42.98
Marino, Stram & Associates Llc 20,867 38.96 21,238 42.99
Legacy Financial Group LLC 18,062 38.98 16,927 42.95
Ellenbecker Investment Group 15,801 0.06 13,707 0.07
Dentgroup LLC 13,310 38.99 13,310 42.98
First Heartland Consultants, Inc. 13,227 38.94 14,227 42.95
Sargent Bickham Lagudis LLC 10,529 38.94 10,529 42.93
McKinley Carter Wealth Services, Inc. 10,073 38.92 9,874 42.94
AdvisorNet Financial, Inc 10,048 38.91 10,319 42.93
HBW Advisory Services LLC 8,348 38.93 9,567 42.96
SOA Wealth Advisors, LLC. 7,200 38.89 6,515 42.82
Flagship Harbor Advisors, Llc 6,551 38.93 5,933 42.98
TPG Financial Advisors, LLC 6,271 38.91 6,217 42.95
Acropolis Investment Management, LLC 3,483 39.05 3,474 42.89
Allworth Financial LP 2,266 38.83 1,795 42.90
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Weitzel Financial Services, Inc. 31,695 114,115 38.96 82,420 42.98 38.46
Ritholtz Wealth Management 18,919 43,176 38.96 24,257 42.96 77.99
Ellenbecker Investment Group 2,094 15,801 0.06 13,707 0.07 15.28
Legacy Financial Group LLC 1,135 18,062 38.98 16,927 42.95 6.71
SOA Wealth Advisors, LLC. 685 7,200 38.89 6,515 42.82 10.51
Flagship Harbor Advisors, Llc 618 6,551 38.93 5,933 42.98 10.42
Allworth Financial LP 471 2,266 38.83 1,795 42.90 26.24
McKinley Carter Wealth Services, Inc. 199 10,073 38.92 9,874 42.94 2.02
TPG Financial Advisors, LLC 54 6,271 38.91 6,217 42.95 0.87
Acropolis Investment Management, LLC 9 3,483 39.05 3,474 42.89 0.26
Strategic Asset Management, LLC 3 28 35.71 25 40.00 12.00
Mascoma Wealth Management LLC 1 699 38.63 698 42.98 0.14
Wolff Wiese Magana Llc 1 1,006 38.77 1,005 42.79 0.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 35,063 143,496 38.88 178,559 41.84 -19.64
Private Advisor Group, LLC 7,981 24,334 38.96 32,315 42.98 -24.70
Cambridge Investment Research Advisors, Inc. 4,393 216,657 38.96 221,050 42.97 -1.99
HBW Advisory Services LLC 1,219 8,348 38.93 9,567 42.96 -12.74
First Heartland Consultants, Inc. 1,000 13,227 38.94 14,227 42.95 -7.03
Marino, Stram & Associates Llc 371 20,867 38.96 21,238 42.99 -1.75
Archford Capital Strategies, LLC 342 10,454 10,796 -3.17
AdvisorNet Financial, Inc 271 10,048 38.91 10,319 42.93 -2.63
RDA Financial Network 125 28,485 38.97 28,610 42.96 -0.44
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 78,523 38.96
Name Shares PPS
Advisory Alpha, LLC 9,781 42.94
Consilium Wealth Advisory, LLC 6,651 43.00
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 216,657 38.96 221,050 42.97
Brookstone Capital Management 143,496 38.88 178,559 41.84
Weitzel Financial Services, Inc. 114,115 38.96 82,420 42.98
Ritholtz Wealth Management 43,176 38.96 24,257 42.96
RDA Financial Network 28,485 38.97 28,610 42.96
Private Advisor Group, LLC 24,334 38.96 32,315 42.98
Marino, Stram & Associates Llc 20,867 38.96 21,238 42.99
Dentgroup LLC 13,310 38.99 13,310 42.98
First Heartland Consultants, Inc. 13,227 38.94 14,227 42.95
Sargent Bickham Lagudis LLC 10,529 38.94 10,529 42.93
McKinley Carter Wealth Services, Inc. 10,073 38.92 9,874 42.94
HBW Advisory Services LLC 8,348 38.93 9,567 42.96
SOA Wealth Advisors, LLC. 7,200 38.89 6,515 42.82
Flagship Harbor Advisors, Llc 6,551 38.93 5,933 42.98
TPG Financial Advisors, LLC 6,271 38.91 6,217 42.95
Acropolis Investment Management, LLC 3,483 39.05 3,474 42.89
Allworth Financial LP 2,266 38.83 1,795 42.90
Tsfg, Llc 1,400 39.29 1,400 42.86
Wolff Wiese Magana Llc 1,006 38.77 1,005 42.79
Sugarloaf Wealth Management, LLC 800 38.75 800 42.50
Mascoma Wealth Management LLC 699 38.63 698 42.98
Strategic Asset Management, LLC 28 35.71 25 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Weitzel Financial Services, Inc. 31,695 114,115 38.96 82,420 42.98 38.46
Ritholtz Wealth Management 18,919 43,176 38.96 24,257 42.96 77.99
SOA Wealth Advisors, LLC. 685 7,200 38.89 6,515 42.82 10.51
Flagship Harbor Advisors, Llc 618 6,551 38.93 5,933 42.98 10.42
Allworth Financial LP 471 2,266 38.83 1,795 42.90 26.24
McKinley Carter Wealth Services, Inc. 199 10,073 38.92 9,874 42.94 2.02
TPG Financial Advisors, LLC 54 6,271 38.91 6,217 42.95 0.87
Acropolis Investment Management, LLC 9 3,483 39.05 3,474 42.89 0.26
Strategic Asset Management, LLC 3 28 35.71 25 40.00 12.00
Mascoma Wealth Management LLC 1 699 38.63 698 42.98 0.14
Wolff Wiese Magana Llc 1 1,006 38.77 1,005 42.79 0.10
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Brookstone Capital Management 35,063 143,496 38.88 178,559 41.84 -19.64
Private Advisor Group, LLC 7,981 24,334 38.96 32,315 42.98 -24.70
Cambridge Investment Research Advisors, Inc. 4,393 216,657 38.96 221,050 42.97 -1.99
HBW Advisory Services LLC 1,219 8,348 38.93 9,567 42.96 -12.74
First Heartland Consultants, Inc. 1,000 13,227 38.94 14,227 42.95 -7.03
Marino, Stram & Associates Llc 371 20,867 38.96 21,238 42.99 -1.75
Archford Capital Strategies, LLC 342 10,454 10,796 -3.17
RDA Financial Network 125 28,485 38.97 28,610 42.96 -0.44
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