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 205 54.00 56.36 52.03
Previous Quarter 238 47.00 50.26 45.22

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 12 83 6 109 47 41
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 2 0
Time Increased Puts Increased Calls Increased Short Reduced Puts Reduced Calls Reduced Short
Current Quarter 0 2 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 1 1 0 0 0 0
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 0 0.00 0.00 0 0.00 0.00
Previous Quarter 0 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/ 687,918 56.36
LPL Financial LLC 562,171 56.36
Morgan Stanley 340,200 56.36
Prostatis Group LLC 182,708 56.36
Wells Fargo & Company/mn 165,054 56.36
Commonwealth Equity Services, Llc 131,212 0.05
Hartford Financial Management Inc. 120,208 56.36
Brookstone Capital Management 94,256 55.77
Advisor Group Holdings, Inc. 76,548 56.37
Prudential Plc 63,600 55.96
Raymond James Financial Services Advisors, Inc. 63,231 56.36
Aspire Capital Advisors LLC 58,062 56.35
Royal Bank Of Canada 57,230 56.35
Cambridge Investment Research Advisors, Inc. 47,294 0.06
Private Advisor Group, LLC 40,755 56.36
Envestnet Asset Management Inc 39,203 56.35
Wealthfront Advisers Llc 34,245 56.36
Citadel Advisors Llc 31,300 56.36
Aviance Capital Partners, LLC 30,022 56.36
Mutual Advisors, LLC 29,926 56.37

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/ 655,066 50.29
Morgan Stanley 331,408 50.29
LPL Financial LLC 260,399 50.29
Prostatis Group LLC 191,587 46.78
Wells Fargo & Company/mn 153,148 50.29
Commonwealth Equity Services, Llc 130,415 0.05
Hartford Financial Management Inc. 117,231 50.29
Brookstone Capital Management 96,678 47.70
Advisor Group Holdings, Inc. 78,147 50.21
Prudential Plc 66,800 48.97
Royal Bank Of Canada 61,226 50.29
Claraphi Advisory Network, LLC 52,160 41.01
Private Advisor Group, LLC 37,995 50.30
Cambridge Investment Research Advisors, Inc. 37,043 0.05
Envestnet Asset Management Inc 36,732 50.28
HighTower Advisors, LLC 32,145 50.37
Wealthfront Advisers Llc 31,428 50.31
GWM Advisors LLC 30,318 50.30
Aviance Capital Partners, LLC 30,022 50.30
Mutual Advisors, LLC 29,943 50.30

 

Recent Quarter Analysis

Name Shares PPS
Tyler-Stone Wealth Management 11,135 0.09
DHK Financial Advisors, Inc. 10,425 56.40
Prosperity Wealth Management, Inc. 6,090 56.32
TFAGX - TFA AlphaGen Growth Fund Class I 6,000 56.33
Cetera Advisors LLC 4,247 56.28
QALTX - Quantified Alternative Investment Fund Investor Class Shares 3,636 56.38
Advisors Preferred, LLC 3,636 56.93
Tacita Capital Inc 3,200
Key FInancial Inc 239 54.39
Beacon Capital Management, LLC 187 58.82
Stone House Investment Management, LLC 86 58.14
Rappaport Reiches Capital Management, LLC 0
Name Shares PPS
Claraphi Advisory Network, LLC 52,160 41.01
Money Concepts Capital Corp 11,385 10.01
Belpointe Asset Management LLC 8,847 50.30
Bickling Financial Services, Inc. 5,364 41.01
Ameriprise Financial Inc 5,168 50.31
D.a. Davidson & Co. 4,220 50.24
Advisory Services Network, LLC 3,345 50.22
HBC Financial Services, PLLC 550
Cribstone Capital Management, LLC 450 40.00
Accel Wealth Management 288 48.61
Ameritas Advisory Services, LLC 205 48.78
Tompkins Financial Corp 205 48.78
Wipfli Financial Advisors Llc, 204
Baystate Wealth Management LLC 193 51.81
Tucker Asset Management Llc 143 48.95
CoreCap Advisors, LLC 84 35.71
Grove Bank & Trust 59 50.85
Headlands Technologies LLC 47 42.55
Align Wealth Management, LLC 42 47.62
Van Eck Associates Corp 26
Private Ocean, LLC 14 71.43
Curi Wealth Management, LLC
DAVENPORT & Co LLC
Total Clarity Wealth Management, Inc.
Us Bancorp \de\
Seacrest Wealth Management, Llc
Plante Moran Financial Advisors, LLC
Washington Trust Advisors, Inc.
Personal Cfo Solutions, Llc
Patriot Financial Group Insurance Agency, LLC
Equitable Holdings, Inc.
Meeder Asset Management Inc
Miller Wealth Advisors, Llc
PEAK6 Investments LLC
Icon Wealth Advisors, LLC
Concord Wealth Partners
Thrivent Financial For Lutherans
Scotia Capital Inc.
Howe & Rusling Inc
First Republic Investment Management, Inc.
SOUTH STATE Corp
Arlington Partners LLC
United Asset Strategies, Inc.
Franklin Resources Inc
Green Harvest Asset Management LLC
Baker Tilly Financial, Llc
J.w. Cole Advisors, Inc.
Hartland & Co., LLC
Guardian Wealth Advisors, Llc / Nc
Hrt Financial Lp
Huntington National Bank
Wagner Wealth Management, Llc
Bnp Paribas Arbitrage, Sa
Affiance Financial, LLC
My Personal CFO, LLC
Pin Oak Investment Advisors Inc
PFG Private Wealth Management, LLC
Two Sigma Securities, Llc
Goodwin Investment Advisory
Trust Co Of Vermont
Selective Wealth Management, Inc.
Highland Financial Advisors, LLC
TCI Wealth Advisors, Inc.
BlackRock Inc.
Walleye Capital LLC
Rockefeller Capital Management L.P.
Guardian Wealth Advisors, LLC
Steward Financial Group LLC
EWG Elevate Inc.
Prudential Financial Inc
Romano Brothers And Company
Northern Oak Wealth Management Inc
Resurgent Financial Advisors LLC
SJS Investment Consulting Inc.
Rappaport Reiches Capital Management, LLC
Credit Suisse Ag/
Goldman Sachs Group Inc
Resources Management Corp /ct/ /adv
Activest Wealth Management
Wolverine Trading, Llc
Fortis Capital Advisors, LLC
EverSource Wealth Advisors, LLC
Asset Dedication, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 131,212 0.05 130,415 0.05
Cwm, Llc 23,128 0.04 14,593 0.07
Renaissance Technologies Llc 14,400 0.07 11,200 0.09
Ronald Blue Trust, Inc. 2,007 22,720 0.04
Qube Research & Technologies Ltd 741 14.84 501 49.90
Archer Investment Corp 50 60.00 30 66.67
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of America Corp /de/ 687,918 56.36 655,066 50.29
LPL Financial LLC 562,171 56.36 260,399 50.29
Morgan Stanley 340,200 56.36 331,408 50.29
Prostatis Group LLC 182,708 56.36 191,587 46.78
Wells Fargo & Company/mn 165,054 56.36 153,148 50.29
Hartford Financial Management Inc. 120,208 56.36 117,231 50.29
Brookstone Capital Management 94,256 55.77 96,678 47.70
Advisor Group Holdings, Inc. 76,548 56.37 78,147 50.21
Prudential Plc 63,600 55.96 66,800 48.97
Raymond James Financial Services Advisors, Inc. 63,231 56.36 25,408 50.30
Aspire Capital Advisors LLC 58,062 56.35 22,971 50.28
Royal Bank Of Canada 57,230 56.35 61,226 50.29
Cambridge Investment Research Advisors, Inc. 47,294 0.06 37,043 0.05
Private Advisor Group, LLC 40,755 56.36 37,995 50.30
Envestnet Asset Management Inc 39,203 56.35 36,732 50.28
Wealthfront Advisers Llc 34,245 56.36 31,428 50.31
Citadel Advisors Llc 31,300 56.36 28,600 50.28
Aviance Capital Partners, LLC 30,022 56.36 30,022 50.30
Mutual Advisors, LLC 29,926 56.37 29,943 50.30
Mml Investors Services, Llc 25,413 0.04 26,815 0.04
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
LPL Financial LLC 301,772 562,171 56.36 260,399 50.29 115.89
Raymond James Financial Services Advisors, Inc. 37,823 63,231 56.36 25,408 50.30 148.86
Aspire Capital Advisors LLC 35,091 58,062 56.35 22,971 50.28 152.76
Bank Of America Corp /de/ 32,852 687,918 56.36 655,066 50.29 5.02
Jane Street Group, Llc 21,147 21,147 56.37 0 0.00
Merit Financial Group, LLC 13,976 18,562 56.35 4,586 50.37 304.75
Wells Fargo & Company/mn 11,906 165,054 56.36 153,148 50.29 7.77
Cambridge Investment Research Advisors, Inc. 10,251 47,294 0.06 37,043 0.05 27.67
Morgan Stanley 8,792 340,200 56.36 331,408 50.29 2.65
Cwm, Llc 8,535 23,128 0.04 14,593 0.07 58.49
Kestra Advisory Services, LLC 7,256 21,020 56.37 13,764 50.28 52.72
Captrust Financial Advisors 6,131 6,131 56.43 0 0.00
Avantax Advisory Services, Inc. 5,829 5,829 56.44 0 0.00
Western Wealth Management, LLC 4,257 4,257 56.38 0 0.00
Mercer Global Advisors Inc /adv 3,700 3,700 0 0.00
Simplex Trading, Llc 3,685 3,685 0 0.00
Susquehanna International Group, Llp 3,524 10,424 56.31 6,900 50.29 51.07
Atria Wealth Solutions, Inc. 3,369 14,975 56.36 11,606 50.32 29.03
Renaissance Technologies Llc 3,200 14,400 0.07 11,200 0.09 28.57
Hartford Financial Management Inc. 2,977 120,208 56.36 117,231 50.29 2.54
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
GWM Advisors LLC 23,258 7,060 56.37 30,318 50.30 -76.71
Ronald Blue Trust, Inc. 20,713 2,007 22,720 0.04 -91.17
HighTower Advisors, LLC 15,552 16,593 56.41 32,145 50.37 -48.38
Prostatis Group LLC 8,879 182,708 56.36 191,587 46.78 -4.63
Cetera Advisor Networks LLC 7,408 10,302 56.40 17,710 50.31 -41.83
Granite Bay Wealth Management, LLC 5,961 10,297 0.10 16,258 0.06 -36.67
UBS Group AG 5,224 13,056 56.37 18,280 50.27 -28.58
Royal Bank Of Canada 3,996 57,230 56.35 61,226 50.29 -6.53
Prudential Plc 3,200 63,600 55.96 66,800 48.97 -4.79
Purus Wealth Management, LLC 3,139 8,907 56.36 12,046 50.31 -26.06
International Assets Investment Management, Llc 2,740 6,550 53.44 9,290 49.41 -29.49
Essex Financial Services, Inc. 2,545 3,678 56.28 6,223 50.30 -40.90
Brookstone Capital Management 2,422 94,256 55.77 96,678 47.70 -2.51
Advisor Group Holdings, Inc. 1,599 76,548 56.37 78,147 50.21 -2.05
Mml Investors Services, Llc 1,402 25,413 0.04 26,815 0.04 -5.23
PFG Advisors 1,335 11,588 56.35 12,923 50.30 -10.33
Jpmorgan Chase & Co 1,116 22,816 56.36 23,932 50.31 -4.66
Raymond James & Associates 970 20,115 56.38 21,085 50.27 -4.60
Larson Financial Group LLC 881 16 62.50 897 50.17 -98.22
AE Wealth Management LLC 727 12,915 56.37 13,642 50.29 -5.33
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
Goldman Sachs Group Inc 0
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Name Increased Calls Current Calls Previous Calls Percentage Increase
Cutler Group LP 1,600 1,600 0 0.00
Citadel Advisors Llc 2,700 31,300 28,600 9.44
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
Prosperity Wealth Management, Inc. 6,090 56.32
Name Shares PPS
Tucker Asset Management Llc 143 48.95
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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