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 111 15.00 15.66 14.96
Previous Quarter 116 15.00 15.66 15.55

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 2 38 8 0 4 2
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 6 0 3 1
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
MORGAN STANLEY 3,898,868
Parametric Portfolio Associates Llc 3,662,085 15.66
Raymond James & Associates 815,819 15.66
Guggenheim Capital Llc 768,373 15.66
Advisors Asset Management, Inc. 575,692 15.66
Morgan Stanley 504,949 15.66
Wells Fargo & Company/mn 460,331 15.66
Koshinski Asset Management, Inc. 406,937 0.01
Bank Of America Corp /de/ 377,510 15.66
Raymond James Financial Services Advisors, Inc. 346,493 15.66
UBS Group AG 329,896 15.66
Advisor Group Holdings, Inc. 279,604 15.67
Arete Wealth Advisors, LLC 225,750 15.66
LPL Financial LLC 157,255 15.66
Commonwealth Equity Services, Llc 133,556 15.66
Formidable Asset Management, LLC 125,206 15.66
Invesco Ltd. 121,885 15.66
First Trust Advisors Lp 116,763 15.66
Oxbow Advisors, LLC 114,695 15.66
Edmonds Duncan Registered Investment Advisors, LLC 110,650 15.66

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
Parametric Portfolio Associates Llc 3,662,085 15.66
Raymond James & Associates 815,819 15.66
Guggenheim Capital Llc 768,373 15.66
Advisors Asset Management, Inc. 575,692 15.66
Morgan Stanley 504,949 15.66
Wells Fargo & Company/mn 460,331 15.66
Koshinski Asset Management, Inc. 397,928 15.66
Bank Of America Corp /de/ 377,510 15.66
Raymond James Financial Services Advisors, Inc. 346,493 15.66
UBS Group AG 329,896 15.66
Advisor Group Holdings, Inc. 279,604 15.67
Arete Wealth Advisors, LLC 225,750 15.66
LPL Financial LLC 157,255 15.66
Commonwealth Equity Services, Llc 133,556 15.66
Formidable Asset Management, LLC 125,206 15.66
Invesco Ltd. 121,885 15.66
First Trust Advisors Lp 116,763 15.66
Oxbow Advisors, LLC 114,695 15.66
Edmonds Duncan Registered Investment Advisors, LLC 110,650 15.66
9258 Wealth Management, LLC 94,942 15.66

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 3,898,868
Calton & Associates, Inc. 10,443 11.97
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 42,919 17.99
Ameritas Investment Corp 37,603 0.03
Raymond James Trust N.a. 12,410 15.63
Investmark Advisory Group LLC 70 14.29
Paradigm, Strategies in Wealth Management, LLC
Keel Point, LLC
Panagora Asset Management Inc
Thomas J. Herzfeld Advisors, Inc.
CIBC Private Wealth Group, LLC
Citigroup Inc
Kestra Advisory Services, LLC
Chilton Capital Management Llc
Atlas Private Wealth Advisors
MBM Wealth Consultants, LLC
Widmann Financial Services, Inc.
MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares
FNY Investment Advisers, LLC
Huntington National Bank
Wolverine Asset Management Llc
Advisor Resource Council
AdvisorNet Financial, Inc
Bessemer Group Inc
Ahrens Investment Partners LLC
Citadel Advisors Llc
Shaker Financial Services, LLC
Fsb Premier Wealth Management, Inc.
Janney Montgomery Scott LLC
Sigma Planning Corp
Quantedge Capital Pte Ltd
Thompson Davis & Co., Inc.
Advisory Services Network, LLC
Proequities, Inc.
Howe & Rusling Inc
Whitener Capital Management, Inc.
Sowell Financial Services LLC
Stephenson National Bank & Trust
Andrew Hill Investment Advisors, Inc.
TAP Consulting, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Koshinski Asset Management, Inc. 406,937 0.01 397,928 15.66
Cambridge Investment Research Advisors, Inc. 55,570 12.06 53,960 15.66
Stolper Co 43,415 12.05 43,146 15.67
Windsor Capital Management, LLC 27,574 12.04 28,030 15.63
Global Retirement Partners, LLC 18,156 12.06 18,130 13.13
Capital Investment Advisors, LLC 13,644 12.02 16,572 15.69
Transcend Wealth Collective, Llc 11,681 12.07 11,681 15.67
Allworth Financial LP 819 12.21 819 15.87
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Koshinski Asset Management, Inc. 9,009 406,937 0.01 397,928 15.66 2.26
Cambridge Investment Research Advisors, Inc. 1,610 55,570 12.06 53,960 15.66 2.98
Stolper Co 269 43,415 12.05 43,146 15.67 0.62
Global Retirement Partners, LLC 26 18,156 12.06 18,130 13.13 0.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Capital Investment Advisors, LLC 2,928 13,644 12.02 16,572 15.69 -17.67
Windsor Capital Management, LLC 456 27,574 12.04 28,030 15.63 -1.63
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
Calton & Associates, Inc. 10,443 11.97
Name Shares PPS
Raymond James Trust N.a. 12,410 15.63
Investmark Advisory Group LLC 70 14.29
Name Current Shares Current PPS Previous Shares Previous PPS
Koshinski Asset Management, Inc. 406,937 0.01 397,928 15.66
Cambridge Investment Research Advisors, Inc. 55,570 12.06 53,960 15.66
Windsor Capital Management, LLC 27,574 12.04 28,030 15.63
Global Retirement Partners, LLC 18,156 12.06 18,130 13.13
Transcend Wealth Collective, Llc 11,681 12.07 11,681 15.67
Allworth Financial LP 819 12.21 819 15.87
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Koshinski Asset Management, Inc. 9,009 406,937 0.01 397,928 15.66 2.26
Cambridge Investment Research Advisors, Inc. 1,610 55,570 12.06 53,960 15.66 2.98
Global Retirement Partners, LLC 26 18,156 12.06 18,130 13.13 0.14
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Windsor Capital Management, LLC 456 27,574 12.04 28,030 15.63 -1.63
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