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 331 250.00 53.94 66.84
Previous Quarter 353 248.00 53.96 67.86

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 6 76 60 0 29 23
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 2 5 29 0 13 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 1,517,250 0.00 0.00 0 0.00 0.00
Previous Quarter 1,517,250 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. 1,517,250 53.96
Bank Of America Corp /de/ 1,125,212 53.96
Halbert Hargrove Global Advisors, Llc 918,796 53.96
Wells Fargo & Company/mn 598,937 53.96
Strategic Wealth Partners Group LLC 585,938 53.96
Bell Investment Advisors, Inc 532,907 57.08
Assetmark, Inc 371,591 53.96
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 371,015 53.96
Morgan Stanley 348,736 53.96
LPL Financial LLC 310,237 53.96
Wilbanks Smith & Thomas Asset Management Llc 236,312 50.76
Kestra Advisory Services, LLC 205,725 0.05
Cambridge Investment Research Advisors, Inc. 200,218 48.00
Janney Montgomery Scott LLC 198,816 53.96
Royal Bank Of Canada 196,275 53.96
UBS Group AG 196,264 53.96
Advisor Group Holdings, Inc. 186,306 50.88
Atria Investments Llc 173,764 53.96
Aspiriant, Llc 173,358 53.94
Aveo Capital Partners, LLC 146,486 53.96

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. 1,517,250 53.96
Bank Of America Corp /de/ 1,125,212 53.96
Halbert Hargrove Global Advisors, Llc 918,796 53.96
Wells Fargo & Company/mn 598,937 53.96
Strategic Wealth Partners Group LLC 585,938 53.96
Bell Investment Advisors, Inc 532,907 57.08
Assetmark, Inc 371,591 53.96
GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 371,015 53.96
Morgan Stanley 348,736 53.96
LPL Financial LLC 310,237 53.96
Wilbanks Smith & Thomas Asset Management Llc 236,312 50.76
Kestra Advisory Services, LLC 205,725 0.05
Cambridge Investment Research Advisors, Inc. 204,082 53.96
Janney Montgomery Scott LLC 198,816 53.96
Royal Bank Of Canada 196,275 53.96
UBS Group AG 196,264 53.96
Advisor Group Holdings, Inc. 186,306 50.88
Atria Investments Llc 173,764 53.96
Aspiriant, Llc 173,358 53.94
Aveo Capital Partners, LLC 146,486 53.96

 

Recent Quarter Analysis

Name Shares PPS
Paragon Advisors, LLC 106,095 48.00
Arden Trust Co 65,015 48.00
Wbh Advisory Inc 15,059 47.75
Harbor Group, Inc. 7,729 48.00
Transcend Wealth Collective, Llc 5,946 47.93
Clarity Wealth Advisors, LLC 4,517 47.82
Name Shares PPS
Moors & Cabot, Inc. 18,547 194.16
Cardan Capital Partners, LLC 15,712 55.50
Retireful, LLC 12,850 53.93
Carroll Financial Associates, Inc. 12,742 57.21
Cardinal Point Wealth Management LLC 9,457 55.51
Landmark Wealth Management, LLC 5,913 53.95
Cascadia Advisory Services, LLC 4,558 55.51
Ameritas Investment Corp 4,109
Asset Dedication, LLC 4,100 53.90
Money Concepts Capital Corp 2,439 54.12
Koshinski Asset Management, Inc. 1,741 53.99
Tarbox Family Office, Inc. 1,230 53.66
Heritage Wealth Management, Llc 590 55.93
IFP Advisors, Inc 483 66.25
Prentice Wealth Management LLC 377 55.70
Paladin Advisory Group, LLC 17
Advisory Services Network, LLC
Personal Wealth Partners
Elmwood Wealth Management, Inc.
Enterprise Financial Services Corp
Arq Wealth Advisors, Llc
U.S. Capital Wealth Advisors, LLC
Emerald Investment Partners, Llc
Alexandria Capital, LLC
Keel Point, LLC
Signaturefd, Llc
Ameritas Investment Partners, Inc.
Compass Advisory Group LLC
Ironwood Financial, llc
CoreCap Advisors, LLC
Renaissance Technologies Llc
Aquire Wealth Advisors, LLC
Arkadios Wealth Advisors
Signet Financial Management, Llc
Strategic Blueprint, LLC
Leverty Financial Group, LLC
Old Mission Capital Llc
J Arnold Wealth Management Co
Laurel Wealth Advisors, Inc.
Barclays Plc
Affiance Financial, LLC
Private Portfolio Partners Llc
Great Point Wealth Advisors, LLC
Godsey & Gibb Associates
Sunbelt Securities, Inc.
Atlas Private Wealth Advisors
Qube Research & Technologies Ltd
Salem Investment Counselors Inc
McIlrath & Eck, LLC
Beacon Pointe Advisors, LLC
Paradigm Financial Partners, Llc
EPG Wealth Management LLC
Jfs Wealth Advisors, Llc
Creative Planning
Delta Asset Management Llc/tn
BlueCrest Capital Management Ltd
Deutsche Bank Ag\
Janney Capital Management LLC
IHT Wealth Management, LLC
StoneX Group Inc.
Fca Corp /tx
Vestmark Advisory Solutions, Inc.
WestEnd Advisors, LLC
JJJ Advisors Inc.
Phoenix Wealth Advisors
Arbor Investment Advisors, LLC
RDA Financial Network
Aspire Capital Advisors LLC
Perigon Wealth Management, LLC
Bridgewater Advisors Inc.
Liberty Wealth Management Llc
GeoWealth Management, LLC
PFG Advisors
tru Independence LLC
Citigroup Inc
Advisory Alpha, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 200,218 48.00 204,082 53.96
Commonwealth Equity Services, Llc 99,735 48.00 109,125 53.96
Weaver Consulting Group 91,338 48.00 92,201 53.96
Lbmc Investment Advisors, Llc 79,526 48.00 79,455 53.96
Truist Financial Corp 77,325 48.01 50,077 53.96
Patton Albertson Miller Group, Llc 76,815 48.00 77,100 53.96
Calton & Associates, Inc. 73,342 47.99 95,646 53.96
Marino, Stram & Associates Llc 71,855 48.00 71,632 53.96
RTD Financial Advisors, Inc. 51,394 48.00 55,185 53.96
First Ascent Asset Management, LLC 45,348 48.01 39,921 53.96
Brookstone Capital Management 42,225 48.00 43,113 52.61
Consilium Wealth Advisory, LLC 39,427 47.99 110,771 53.96
Polaris Wealth Advisory Group, LLC 36,916 48.00 37,279 53.22
Private Advisor Group, LLC 32,102 48.00 32,851 53.97
Ellenbecker Investment Group 30,313 0.03 17,763 0.06
Capital Insight Partners, Llc 27,582 48.00 27,800 53.96
Legacy Financial Group LLC 26,388 48.01 24,566 53.98
Western Wealth Management, LLC 26,159 48.05 28,602 53.98
Cahaba Wealth Management, Inc. 22,950 47.97 24,418 50.54
Stratos Wealth Partners, LTD. 22,857 47.99 22,857 53.94
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 27,248 77,325 48.01 50,077 53.96 54.41
Ellenbecker Investment Group 12,550 30,313 0.03 17,763 0.06 70.65
Allworth Financial LP 5,974 15,336 47.99 9,362 53.94 63.81
First Ascent Asset Management, LLC 5,427 45,348 48.01 39,921 53.96 13.59
Cardinal Point Wealth Management Partners, LLC 4,175 17,782 48.03 13,607 53.94 30.68
Legacy Financial Group LLC 1,822 26,388 48.01 24,566 53.98 7.42
Trilogy Capital Inc. 1,275 16,271 48.00 14,996 53.95 8.50
Cliftonlarsonallen Wealth Advisors, Llc 1,068 17,516 48.01 16,448 53.99 6.49
Geneos Wealth Management Inc. 581 11,442 48.16 10,861 53.95 5.35
Harbor Investment Advisory, Llc 493 7,077 48.04 6,584 53.92 7.49
Mountain Capital Investment Advisors, Inc 384 12,670 48.07 12,286 52.58 3.13
Archford Capital Strategies, LLC 370 15,740 0.06 15,370 0.07 2.41
McKinley Carter Wealth Services, Inc. 232 16,607 47.99 16,375 53.98 1.42
Life Planning Partners, Inc 230 1,931 47.64 1,701 54.09 13.52
Marino, Stram & Associates Llc 223 71,855 48.00 71,632 53.96 0.31
Divergent Planning, LLC 146 7,532 48.06 7,386 54.16 1.98
Lbmc Investment Advisors, Llc 71 79,526 48.00 79,455 53.96 0.09
AdvisorNet Financial, Inc 64 22,492 48.02 22,428 53.95 0.29
Orin Green Financial, LLC 27 6,728 47.71 6,701 54.02 0.40
PCG Wealth Advisors, LLC 18 8,653 47.96 8,635 53.97 0.21
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Consilium Wealth Advisory, LLC 71,344 39,427 47.99 110,771 53.96 -64.41
Calton & Associates, Inc. 22,304 73,342 47.99 95,646 53.96 -23.32
Commonwealth Equity Services, Llc 9,390 99,735 48.00 109,125 53.96 -8.60
Cambridge Investment Research Advisors, Inc. 3,864 200,218 48.00 204,082 53.96 -1.89
RTD Financial Advisors, Inc. 3,791 51,394 48.00 55,185 53.96 -6.87
RWM Asset Management, LLC 3,303 81 49.38 3,384 54.08 -97.61
John W. Brooker & Co., CPAs 2,955 2,382 47.86 5,337 53.96 -55.37
Western Wealth Management, LLC 2,443 26,159 48.05 28,602 53.98 -8.54
Cahaba Wealth Management, Inc. 1,468 22,950 47.97 24,418 50.54 -6.01
Brookstone Capital Management 888 42,225 48.00 43,113 52.61 -2.06
SimpliFi, Inc. 870 21,537 48.01 22,407 53.96 -3.88
Weaver Consulting Group 863 91,338 48.00 92,201 53.96 -0.94
Private Advisor Group, LLC 749 32,102 48.00 32,851 53.97 -2.28
Mascoma Wealth Management LLC 397 7,765 48.04 8,162 53.91 -4.86
5th Street Advisors, LLC 390 5,296 47.96 5,686 53.99 -6.86
Polaris Wealth Advisory Group, LLC 363 36,916 48.00 37,279 53.22 -0.97
SOA Wealth Advisors, LLC. 286 1,310 47.33 1,596 53.88 -17.92
Patton Albertson Miller Group, Llc 285 76,815 48.00 77,100 53.96 -0.37
Capital Insight Partners, Llc 218 27,582 48.00 27,800 53.96 -0.78
Morton Brown Family Wealth, LLC 177 14,924 47.98 15,101 53.97 -1.17
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
Paragon Advisors, LLC 106,095 48.00
Clarity Wealth Advisors, LLC 4,517 47.82
Name Shares PPS
Money Concepts Capital Corp 2,439 54.12
Asset Dedication, LLC 4,100 53.90
Tarbox Family Office, Inc. 1,230 53.66
Landmark Wealth Management, LLC 5,913 53.95
Retireful, LLC 12,850 53.93
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 99,735 48.00 109,125 53.96
Weaver Consulting Group 91,338 48.00 92,201 53.96
Truist Financial Corp 77,325 48.01 50,077 53.96
Patton Albertson Miller Group, Llc 76,815 48.00 77,100 53.96
RTD Financial Advisors, Inc. 51,394 48.00 55,185 53.96
First Ascent Asset Management, LLC 45,348 48.01 39,921 53.96
Capital Insight Partners, Llc 27,582 48.00 27,800 53.96
Western Wealth Management, LLC 26,159 48.05 28,602 53.98
Cahaba Wealth Management, Inc. 22,950 47.97 24,418 50.54
Stratos Wealth Partners, LTD. 22,857 47.99 22,857 53.94
SimpliFi, Inc. 21,537 48.01 22,407 53.96
Cardinal Point Wealth Management Partners, LLC 17,782 48.03 13,607 53.94
Trilogy Capital Inc. 16,271 48.00 14,996 53.95
Morton Brown Family Wealth, LLC 14,924 47.98 15,101 53.97
Geneos Wealth Management Inc. 11,442 48.16 10,861 53.95
Harbor Investment Advisory, Llc 7,077 48.04 6,584 53.92
Orin Green Financial, LLC 6,728 47.71 6,701 54.02
J2 Capital Management Inc 6,498 48.01 6,491 53.92
5th Street Advisors, LLC 5,296 47.96 5,686 53.99
Occidental Asset Management, LLC 4,996 48.04 4,996 54.04
Capital Investment Advisory Services, LLC 4,859 47.95 4,854 53.98
Brandywine Oak Private Wealth Llc 4,516 47.83 4,521 53.75
Charter Oak Capital Management, LLC 3,354 48.00 3,354 56.95
JNBA Financial Advisors 3,303 48.14 3,288 53.83
Life Planning Partners, Inc 1,931 47.64 1,701 54.09
Spire Wealth Management 1,802 47.72 1,801 53.86
Macroview Investment Management Llc 562 48.04 562 53.38
Founders Capital Management 339 47.20 339 56.05
Lake Point Wealth Management 332 48.19 331 54.38
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Truist Financial Corp 27,248 77,325 48.01 50,077 53.96 54.41
First Ascent Asset Management, LLC 5,427 45,348 48.01 39,921 53.96 13.59
Cardinal Point Wealth Management Partners, LLC 4,175 17,782 48.03 13,607 53.94 30.68
Trilogy Capital Inc. 1,275 16,271 48.00 14,996 53.95 8.50
Geneos Wealth Management Inc. 581 11,442 48.16 10,861 53.95 5.35
Harbor Investment Advisory, Llc 493 7,077 48.04 6,584 53.92 7.49
Life Planning Partners, Inc 230 1,931 47.64 1,701 54.09 13.52
Orin Green Financial, LLC 27 6,728 47.71 6,701 54.02 0.40
JNBA Financial Advisors 15 3,303 48.14 3,288 53.83 0.46
J2 Capital Management Inc 7 6,498 48.01 6,491 53.92 0.11
Capital Investment Advisory Services, LLC 5 4,859 47.95 4,854 53.98 0.10
Lake Point Wealth Management 1 332 48.19 331 54.38 0.30
Spire Wealth Management 1 1,802 47.72 1,801 53.86 0.06
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 9,390 99,735 48.00 109,125 53.96 -8.60
RTD Financial Advisors, Inc. 3,791 51,394 48.00 55,185 53.96 -6.87
Western Wealth Management, LLC 2,443 26,159 48.05 28,602 53.98 -8.54
Cahaba Wealth Management, Inc. 1,468 22,950 47.97 24,418 50.54 -6.01
SimpliFi, Inc. 870 21,537 48.01 22,407 53.96 -3.88
Weaver Consulting Group 863 91,338 48.00 92,201 53.96 -0.94
5th Street Advisors, LLC 390 5,296 47.96 5,686 53.99 -6.86
Patton Albertson Miller Group, Llc 285 76,815 48.00 77,100 53.96 -0.37
Capital Insight Partners, Llc 218 27,582 48.00 27,800 53.96 -0.78
Morton Brown Family Wealth, LLC 177 14,924 47.98 15,101 53.97 -1.17
Brandywine Oak Private Wealth Llc 5 4,516 47.83 4,521 53.75 -0.11
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