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 80 7.00 7.54 7.42
Previous Quarter 84 8.00 7.54 7.55

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 25 11 1 4 3
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 0 1 7 0 2 3
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
FIRST TRUST PORTFOLIOS LP 5,556,914
Wells Fargo & Company/mn 1,667,087 7.54
LPL Financial LLC 488,633 7.54
Cohen & Steers Closed-end Opportunity Fund, Inc. 289,709 7.54
Cohen & Steers, Inc. 289,709 7.54
Advisors Asset Management, Inc. 283,729 7.54
Stifel Financial Corp 259,448 7.54
Raymond James Financial Services Advisors, Inc. 213,025 7.54
Invesco Ltd. 181,110 7.54
Claraphi Advisory Network, LLC 176,318 5.83
Royal Bank Of Canada 172,617 7.54
UBS Group AG 128,035 7.54
Advisor Group Holdings, Inc. 119,783 7.56
Guggenheim Capital Llc 91,932 7.54
Titus Wealth Management 84,350 7.54
Atria Wealth Solutions, Inc. 79,092 7.55
Ameriprise Financial Inc 78,082 7.54
Wunderlich Securities, Inc. 73,285 7.55
Raymond James & Associates 67,904 7.54
Morgan Stanley 58,837 7.55

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
Wells Fargo & Company/mn 1,667,087 7.54
LPL Financial LLC 488,633 7.54
Cohen & Steers, Inc. 289,709 7.54
Cohen & Steers Closed-end Opportunity Fund, Inc. 289,709 7.54
Advisors Asset Management, Inc. 283,729 7.54
Stifel Financial Corp 259,448 7.54
Raymond James Financial Services Advisors, Inc. 213,025 7.54
Claraphi Advisory Network, LLC 185,392 7.54
Invesco Ltd. 181,110 7.54
Royal Bank Of Canada 172,617 7.54
UBS Group AG 128,035 7.54
Advisor Group Holdings, Inc. 119,783 7.56
Guggenheim Capital Llc 91,932 7.54
Titus Wealth Management 84,350 7.54
Atria Wealth Solutions, Inc. 79,092 7.55
Ameriprise Financial Inc 78,082 7.54
Wunderlich Securities, Inc. 73,285 7.55
Raymond James & Associates 67,904 7.54
Morgan Stanley 58,837 7.55
Mid Atlantic Financial Management Inc/adv 51,100 8.63

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 5,556,914
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 51,100 8.63
Sargent Bickham Lagudis LLC 2,688 7.44
Horan Securities, Inc. 1,155 7.79
Boothbay Fund Management, Llc
Sit Investment Associates Inc
Css Llc/il
Buckingham Strategic Wealth, Llc
Lake Point Wealth Management
West Bancorporation Inc
FNY Investment Advisers, LLC
Yakira Capital Management, Inc.
AdvisorNet Financial, Inc
Financial Advocates Investment Management
National Asset Management, Inc.
Doliver Advisors, Lp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Strategic Blueprint, LLC
Integrated Advisors Network LLC
Tower Research Capital LLC (TRC)
Wolverine Asset Management Llc
Karpus Management, Inc.
Citigroup Inc
Carolinas Wealth Consulting Llc
Advisor Resource Council
City Of London Investment Management Co Ltd
Name Current Shares Current PPS Previous Shares Previous PPS
Claraphi Advisory Network, LLC 176,318 5.83 185,392 7.54
Cambridge Investment Research Advisors, Inc. 40,389 5.82 38,853 7.54
Wedbush Securities Inc 36,494 5.84 39,494 7.55
Western Wealth Management, LLC 29,794 6.14 43,064 7.55
Edmonds Duncan Registered Investment Advisors, LLC 29,642 5.84 29,642 7.56
Raymond James Trust N.a. 20,344 5.85 20,344 7.52
Commonwealth Equity Services, Llc 15,364 5.79 15,223 7.49
Truist Financial Corp 11,878 5.81 11,359 7.57
Alpha Cubed Investments, LLC 10,905 5.87 10,905 7.52
Allworth Financial LP 5,801 5.86 5,658 7.60
Gradient Investments LLC 226 4.42 226 8.85
Name Current Shares Current PPS Previous Shares Previous PPS
Global Retirement Partners, LLC 6,287 5.89 6,287 5.57
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,536 40,389 5.82 38,853 7.54 3.95
Truist Financial Corp 519 11,878 5.81 11,359 7.57 4.57
Allworth Financial LP 143 5,801 5.86 5,658 7.60 2.53
Commonwealth Equity Services, Llc 141 15,364 5.79 15,223 7.49 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Western Wealth Management, LLC 13,270 29,794 6.14 43,064 7.55 -30.81
Claraphi Advisory Network, LLC 9,074 176,318 5.83 185,392 7.54 -4.89
Wedbush Securities Inc 3,000 36,494 5.84 39,494 7.55 -7.60
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
Name Shares PPS
Horan Securities, Inc. 1,155 7.79
Name Current Shares Current PPS Previous Shares Previous PPS
Claraphi Advisory Network, LLC 176,318 5.83 185,392 7.54
Wedbush Securities Inc 36,494 5.84 39,494 7.55
Western Wealth Management, LLC 29,794 6.14 43,064 7.55
Edmonds Duncan Registered Investment Advisors, LLC 29,642 5.84 29,642 7.56
Commonwealth Equity Services, Llc 15,364 5.79 15,223 7.49
Truist Financial Corp 11,878 5.81 11,359 7.57
Alpha Cubed Investments, LLC 10,905 5.87 10,905 7.52
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 519 11,878 5.81 11,359 7.57 4.57
Commonwealth Equity Services, Llc 141 15,364 5.79 15,223 7.49 0.93
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Western Wealth Management, LLC 13,270 29,794 6.14 43,064 7.55 -30.81
Claraphi Advisory Network, LLC 9,074 176,318 5.83 185,392 7.54 -4.89
Wedbush Securities Inc 3,000 36,494 5.84 39,494 7.55 -7.60
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