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 264 170.00 29.67 29.85
Previous Quarter 273 167.00 29.67 29.99

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 0 59 18 0 9 4
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 3 11 0 6 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
Invesco Ltd. 15,546,250 29.67
Invesco Ltd. 15,497,621
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 4,877,201 29.67
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 2,592,583 29.67
ALAAX - INVESCO Income Allocation Fund Class A 2,061,040 29.67
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 2,000,407 29.67
Bank Of America Corp /de/ 1,814,030 29.67
Wealthspire Advisors, LLC 1,476,959 29.67
Rational Advisors Llc 1,464,713 29.67
Royal Bank Of Canada 1,437,306 29.67
CMAIX - Invesco Conservative Allocation Fund CLASS R5 1,421,885 29.67
Pfs Investments Inc. 1,391,999 29.67
Donaldson Capital Management, Llc 1,339,172 29.67
AADAX - INVESCO Growth Allocation Fund Class A 1,285,014 29.67
Jane Street Group, Llc 1,259,946 29.67
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,230,500 28.10
Pnc Financial Services Group, Inc. 1,184,796 29.67
Wells Fargo & Company/mn 900,874 29.67
Sumitomo Mitsui Financial Group, Inc. 860,014 29.67
Morgan Stanley 771,979 29.67

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
Invesco Ltd. 15,546,250 29.67
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C 4,877,201 29.67
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 2,592,583 29.67
ALAAX - INVESCO Income Allocation Fund Class A 2,061,040 29.67
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 2,000,407 29.67
Bank Of America Corp /de/ 1,814,030 29.67
Wealthspire Advisors, LLC 1,476,959 29.67
Rational Advisors Llc 1,464,713 29.67
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,459,500 31.96
Royal Bank Of Canada 1,437,306 29.67
CMAIX - Invesco Conservative Allocation Fund CLASS R5 1,421,885 29.67
Pfs Investments Inc. 1,391,999 29.67
Donaldson Capital Management, Llc 1,339,172 29.67
AADAX - INVESCO Growth Allocation Fund Class A 1,285,014 29.67
Jane Street Group, Llc 1,259,946 29.67
Pnc Financial Services Group, Inc. 1,184,796 29.67
Wells Fargo & Company/mn 900,874 29.67
Sumitomo Mitsui Financial Group, Inc. 860,014 29.67
Morgan Stanley 771,979 29.67
UBS Group AG 673,841 29.67

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Karp Capital Management Corp 239,935 29.67
Range Financial Group LLC 40,058 29.68
IFP Advisors, Inc 3,367 32.97
Wealth Quarterback LLC 1,855
Gradient Investments LLC 141 28.37
Parallel Advisors, LLC 16
Beck Bode, LLC
Massmutual Trust Co Fsb/adv
Personal Wealth Partners
Hc Financial Advisors Inc
Valley National Advisers Inc
PRW Wealth Management LLC
CoreCap Advisors, LLC
Nottingham Advisors, Inc.
Charles Schwab Investment Management Inc
We Are One Seven, LLC
Lazard Asset Management Llc
First Horizon Advisors, Inc.
Clearview Wealth Advisors LLC
Wesbanco Bank Inc
Flow Traders U.s. Llc
Kovack Advisors, Inc.
Jacobi Capital Management LLC
Sowell Financial Services LLC
Liberty Wealth Management Llc
Advisory Services Network, LLC
First Affirmative Financial Network
Integrated Wealth Concepts LLC
Merriman Wealth Management, LLC
Alterity Financial Group, LLC
Citadel Advisors Llc
Biltmore Family Office, LLC
Mystic Asset Management, Inc.
Robinson Capital Management, Llc
Amplius Wealth Advisors, LLC
Wade G W & Inc
Allegheny Financial Group LTD
Eaton Vance Management
Ford Financial Group, LLC
Gerber Kawasaki Wealth & Investment Management
Belpointe Asset Management LLC
Legal & General Group Plc
Ogorek Anthony Joseph /ny/ /adv
Canton Hathaway, LLC
Paulson Wealth Management Inc.
Total Clarity Wealth Management, Inc.
Andrew Hill Investment Advisors, Inc.
Comprehensive Financial Consultants Institutional, Inc.
Fluent Financial, LLC
Plante Moran Financial Advisors, LLC
Avidian Wealth Solutions, LLC
Harvest Investment Services, LLC
Huntington National Bank
Simplicity Wealth,LLC
Arkadios Wealth Advisors
Summit Wealth Group, LLC
Eagle Bluffs Wealth Management LLC
Meeder Asset Management Inc
Vestor Capital, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 1,230,500 28.10 1,459,500 31.96
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 121,676 28.10 120,426 31.96
PSMC - Invesco Conservative Multi-Asset Allocation ETF 88,436 28.10 85,549 31.96
Signature Wealth Management Group 72,886 27.71 72,310 29.66
Advisory Alpha, LLC 68,493 27.73 48,354 29.68
Cambridge Investment Research Advisors, Inc. 66,049 27.72 38,462 29.67
Private Advisor Group, LLC 64,558 27.71 16,268 29.69
PSMB - Invesco Balanced Multi-Asset Allocation ETF 64,336 28.10 105,197 31.96
BerganKDV Wealth Management, LLC 54,798 27.72 48,180 29.68
Koshinski Asset Management, Inc. 33,779 0.03 8,297 29.65
PSMG - Invesco Growth Multi-Asset Allocation ETF 13,805 28.11 34,337 31.95
Flagship Harbor Advisors, Llc 9,938 27.67 13,290 29.65
Signature Estate & Investment Advisors Llc 9,521 27.73 9,521 29.62
First National Bank of South Miami 5,700 27.72 5,700 29.65
Optimum Investment Advisors 2,778 27.72 2,778 29.52
FIVR - STRATEGY SHARES NASDAQ 5HANDL(TM) INDEX ETF 2,545 28.29 2,416 31.87
Wolff Wiese Magana Llc 535 28.04 535 29.91
City Holding Co 189 26.46 189 31.75
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 48,290 64,558 27.71 16,268 29.69 296.84
Cambridge Investment Research Advisors, Inc. 27,587 66,049 27.72 38,462 29.67 71.73
Koshinski Asset Management, Inc. 25,482 33,779 0.03 8,297 29.65 307.12
Advisory Alpha, LLC 20,139 68,493 27.73 48,354 29.68 41.65
BerganKDV Wealth Management, LLC 6,618 54,798 27.72 48,180 29.68 13.74
PSMC - Invesco Conservative Multi-Asset Allocation ETF 2,887 88,436 28.10 85,549 31.96 3.37
PSMM - Invesco Moderately Conservative Multi-Asset Allocation ETF 1,250 121,676 28.10 120,426 31.96 1.04
Signature Wealth Management Group 576 72,886 27.71 72,310 29.66 0.80
FIVR - STRATEGY SHARES NASDAQ 5HANDL(TM) INDEX ETF 129 2,545 28.29 2,416 31.87 5.34
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 229,000 1,230,500 28.10 1,459,500 31.96 -15.69
PSMB - Invesco Balanced Multi-Asset Allocation ETF 40,861 64,336 28.10 105,197 31.96 -38.84
PSMG - Invesco Growth Multi-Asset Allocation ETF 20,532 13,805 28.11 34,337 31.95 -59.80
Flagship Harbor Advisors, Llc 3,352 9,938 27.67 13,290 29.65 -25.22
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
Karp Capital Management Corp 239,935 29.67
Gradient Investments LLC 141 28.37
Range Financial Group LLC 40,058 29.68
Name Current Shares Current PPS Previous Shares Previous PPS
Signature Wealth Management Group 72,886 27.71 72,310 29.66
Advisory Alpha, LLC 68,493 27.73 48,354 29.68
Cambridge Investment Research Advisors, Inc. 66,049 27.72 38,462 29.67
Private Advisor Group, LLC 64,558 27.71 16,268 29.69
BerganKDV Wealth Management, LLC 54,798 27.72 48,180 29.68
Koshinski Asset Management, Inc. 33,779 0.03 8,297 29.65
Flagship Harbor Advisors, Llc 9,938 27.67 13,290 29.65
Signature Estate & Investment Advisors Llc 9,521 27.73 9,521 29.62
First National Bank of South Miami 5,700 27.72 5,700 29.65
Optimum Investment Advisors 2,778 27.72 2,778 29.52
Wolff Wiese Magana Llc 535 28.04 535 29.91
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 48,290 64,558 27.71 16,268 29.69 296.84
Cambridge Investment Research Advisors, Inc. 27,587 66,049 27.72 38,462 29.67 71.73
Koshinski Asset Management, Inc. 25,482 33,779 0.03 8,297 29.65 307.12
Advisory Alpha, LLC 20,139 68,493 27.73 48,354 29.68 41.65
BerganKDV Wealth Management, LLC 6,618 54,798 27.72 48,180 29.68 13.74
Signature Wealth Management Group 576 72,886 27.71 72,310 29.66 0.80
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Flagship Harbor Advisors, Llc 3,352 9,938 27.67 13,290 29.65 -25.22
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