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 135 1590.00 140.78 2302.82
Previous Quarter 159 145.00 145.79 142.68

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 8 62 73 5 19 30
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 0 1 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 5 3 41 3 12 20
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
Goldman Sachs Group Inc 100,000 140.78
Jpmorgan Chase & Co 75,579 140.78
Morgan Stanley 62,612 140.77
Bank Of America Corp /de/ 34,909 140.79
Mogy Joel R Investment Counsel Inc 34,207 140.79
LPL Financial LLC 32,740 140.78
UBS Group AG 30,129 140.76
Murphy Capital Management Inc 30,072 145.78
Peapack Gladstone Financial Corp 28,853 140.78
Royal Bank Of Canada 26,141 140.78
Consolidated Investment Group LLC 22,200 140.77
Kestra Advisory Services, LLC 20,021 0.15
Commonwealth Equity Services, Llc 17,813 140.74
Susquehanna International Group, Llp 17,156 140.77
Boston Research & Management Inc 12,761 140.74
Envestnet Asset Management Inc 12,602 140.77
First Republic Investment Management, Inc. 12,558 140.79
Valley Financial Management, Inc. 12,294 140779.97
Raymond James Financial Services Advisors, Inc. 11,654 140.81
Rockefeller Capital Management L.P. 11,492 140.71

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
Goldman Sachs Group Inc 105,524 145.79
Jpmorgan Chase & Co 77,431 145.79
Morgan Stanley 75,048 145.79
Bank Of America Corp /de/ 66,297 145.78
LPL Financial LLC 42,725 145.79
Royal Bank Of Canada 36,990 145.80
UBS Group AG 36,955 145.80
Mogy Joel R Investment Counsel Inc 35,146 145.79
Murphy Capital Management Inc 30,072 145.78
Conservest Capital Advisors, Inc. 23,067 145.79
Commonwealth Equity Services, Llc 21,337 145.76
Consolidated Investment Group LLC 20,700 145.80
Kestra Advisory Services, LLC 17,856 0.17
Envestnet Asset Management Inc 12,634 145.80
Boston Research & Management Inc 12,481 145.74
Cambridge Investment Research Advisors, Inc. 11,713 145.82
Rockefeller Capital Management L.P. 11,392 145.72
Raymond James Financial Services Advisors, Inc. 10,464 145.83
Glenview Trust Co 9,300 145.81
HighTower Advisors, LLC 9,203 145.50

 

Recent Quarter Analysis

Name Shares PPS
Peapack Gladstone Financial Corp 28,853 140.78
Valley Financial Management, Inc. 12,294 140779.97
Altfest L J & Co Inc 5,594 140.87
Traynor Capital Management, Inc. 3,160 140.51
Mml Investors Services, Llc 2,833 140.84
Coastal Investment Advisors, Inc. 50 140.00
Cardiff Park Advisors, Llc 35 142.86
Steward Partners Investment Advisory, Llc 18
Name Shares PPS
Conservest Capital Advisors, Inc. 23,067 145.79
Cetera Investment Advisers 2,726 145.63
Hummer Financial Advisory Services Inc 1,410 146.10
Howard Wealth Management, Llc 1,398 145.21
Nauset Wealth Management. LLC 1,023 162.27
Cutler Group LP 500 144.00
Seacrest Wealth Management, Llc 330 145.45
Kings Point Capital Management 270 162.96
Lenox Wealth Advisors, LLC 100 170.00
Carroll Financial Associates, Inc. 76 184.21
NEXT Financial Group, Inc 75 186.67
Clear Perspectives Financial Planning, LLC 55 145.45
Sterling Investment Advisors, Ltd. 34 147.06
Creative Financial Designs Inc /adv 25 160.00
Vectors Research Management, LLC 16 125.00
Retirement Planning Co of New England, Inc.
Newbridge Financial Services Group, Inc.
Arkadios Wealth Advisors
Asset Dedication, LLC
Selective Wealth Management, Inc.
Barclays Plc
Bank of New York Mellon Corp
1832 Asset Management L.P.
Mystic Asset Management, Inc.
Financial Architects, Inc
Canal Capital Management, LLC
CNB Bank
Moors & Cabot, Inc.
AdvisorNet Financial, Inc
Commerce Bank
Beacon Pointe Advisors, LLC
Eaton Vance Management
CIBC Private Wealth Group, LLC
Motco
Columbus Macro, LLC
Northern Trust Corp
Andrew Hill Investment Advisors, Inc.
National Asset Management, Inc.
Citadel Advisors Llc
GPS Wealth Strategies Group, LLC
Old Mission Capital Llc
Wedbush Securities Inc
Tradition Wealth Management, LLC
Wade G W & Inc
Freestone Capital Holdings, LLC
Bailard, Inc.
Jane Street Group, Llc
Samalin Investment Counsel, LLC
Fortitude Advisory Group L.L.C.
Freedman Financial Associates, Inc.
Flow Traders U.s. Llc
Chevy Chase Trust Holdings, Inc.
J.w. Cole Advisors, Inc.
Verition Fund Management LLC
Wolverine Trading, Llc
Simplex Trading, Llc
Marshall Wace, Llp
Kingsview Wealth Management, LLC
Cwm, Llc
Spire Wealth Management
Continuum Advisory, LLC
Hyman Charles D
Name Current Shares Current PPS Previous Shares Previous PPS
Goldman Sachs Group Inc 100,000 140.78 105,524 145.79
Jpmorgan Chase & Co 75,579 140.78 77,431 145.79
Morgan Stanley 62,612 140.77 75,048 145.79
Bank Of America Corp /de/ 34,909 140.79 66,297 145.78
Mogy Joel R Investment Counsel Inc 34,207 140.79 35,146 145.79
LPL Financial LLC 32,740 140.78 42,725 145.79
UBS Group AG 30,129 140.76 36,955 145.80
Royal Bank Of Canada 26,141 140.78 36,990 145.80
Consolidated Investment Group LLC 22,200 140.77 20,700 145.80
Kestra Advisory Services, LLC 20,021 0.15 17,856 0.17
Commonwealth Equity Services, Llc 17,813 140.74 21,337 145.76
Susquehanna International Group, Llp 17,156 140.77 4,586 145.88
Boston Research & Management Inc 12,761 140.74 12,481 145.74
Envestnet Asset Management Inc 12,602 140.77 12,634 145.80
First Republic Investment Management, Inc. 12,558 140.79 2,043 145.86
Raymond James Financial Services Advisors, Inc. 11,654 140.81 10,464 145.83
Rockefeller Capital Management L.P. 11,492 140.71 11,392 145.72
Cambridge Investment Research Advisors, Inc. 10,834 140.76 11,713 145.82
Glenview Trust Co 9,300 140.75 9,300 145.81
HighTower Advisors, LLC 9,293 140.97 9,203 145.50
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of Montreal /can/ 232 150.86 1,638 149.57
LFA - Lugano Financial Advisors SA 75 146.67 201 144.28
Fmr Llc 34 147.06 36 138.89
Ameritas Investment Partners, Inc. 30 133.33 20 100.00
Beaird Harris Wealth Management, LLC 7 142.86 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 12,570 17,156 140.77 4,586 145.88 274.10
First Republic Investment Management, Inc. 10,515 12,558 140.79 2,043 145.86 514.68
Kestra Advisory Services, LLC 2,165 20,021 0.15 17,856 0.17 12.12
Wells Fargo & Company/mn 1,846 7,904 140.81 6,058 145.76 30.47
Consolidated Investment Group LLC 1,500 22,200 140.77 20,700 145.80 7.25
Miller Investment Management, LP 1,423 3,043 140.65 1,620 145.68 87.84
Raymond James Financial Services Advisors, Inc. 1,190 11,654 140.81 10,464 145.83 11.37
Qube Research & Technologies Ltd 805 1,046 140.54 241 145.23 334.02
Ameriprise Financial Inc 372 6,200 140.81 5,828 145.85 6.38
CIBC World Markets Inc. 300 1,814 140.57 1,514 145.97 19.82
Boston Research & Management Inc 280 12,761 140.74 12,481 145.74 2.24
Wealthfront Advisers Llc 176 2,017 140.80 1,841 145.57 9.56
Creative Planning 100 1,501 140.57 1,401 145.61 7.14
Rockefeller Capital Management L.P. 100 11,492 140.71 11,392 145.72 0.88
HighTower Advisors, LLC 90 9,293 140.97 9,203 145.50 0.98
Pacific Sun Financial Corp 32 6,249 140.82 6,217 145.73 0.51
Ameritas Investment Partners, Inc. 10 30 133.33 20 100.00 50.00
Beaird Harris Wealth Management, LLC 7 7 142.86 0 0.00
Advisor Group Holdings, Inc. 5 2,145 140.79 2,140 145.79 0.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 31,388 34,909 140.79 66,297 145.78 -47.34
Morgan Stanley 12,436 62,612 140.77 75,048 145.79 -16.57
Royal Bank Of Canada 10,849 26,141 140.78 36,990 145.80 -29.33
LPL Financial LLC 9,985 32,740 140.78 42,725 145.79 -23.37
UBS Group AG 6,826 30,129 140.76 36,955 145.80 -18.47
Goldman Sachs Group Inc 5,524 100,000 140.78 105,524 145.79 -5.23
Commonwealth Equity Services, Llc 3,524 17,813 140.74 21,337 145.76 -16.52
Wealthspire Advisors, LLC 3,365 1,542 140.73 4,907 145.71 -68.58
Tower Research Capital LLC (TRC) 2,422 2,683 140.51 5,105 145.74 -47.44
Icapital Wealth Llc 2,100 3,500 140.86 5,600 145.71 -37.50
Jpmorgan Chase & Co 1,852 75,579 140.78 77,431 145.79 -2.39
Bank Of Montreal /can/ 1,406 232 150.86 1,638 149.57 -85.84
Cetera Advisor Networks LLC 1,233 5,988 140.78 7,221 145.69 -17.08
Mogy Joel R Investment Counsel Inc 939 34,207 140.79 35,146 145.79 -2.67
Cambridge Investment Research Advisors, Inc. 879 10,834 140.76 11,713 145.82 -7.50
Stonebridge Financial Planning Group, LLC 810 2,040 140.69 2,850 145.96 -28.42
Stifel Financial Corp 690 6,188 140.92 6,878 145.83 -10.03
Janney Montgomery Scott LLC 650 7,570 140.82 8,220 145.86 -7.91
Raymond James & Associates 480 8,379 140.83 8,859 145.84 -5.42
Northwestern Mutual Wealth Management Co 472 529 139.89 1,001 145.85 -47.15
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Wolverine Trading, Llc 0
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
Peapack Gladstone Financial Corp 28,853 140.78
Valley Financial Management, Inc. 12,294 140779.97
Altfest L J & Co Inc 5,594 140.87
Mml Investors Services, Llc 2,833 140.84
Steward Partners Investment Advisory, Llc 18
Name Shares PPS
Clear Perspectives Financial Planning, LLC 55 145.45
Seacrest Wealth Management, Llc 330 145.45
Cetera Investment Advisers 2,726 145.63
Name Current Shares Current PPS Previous Shares Previous PPS
Goldman Sachs Group Inc 100,000 140.78 105,524 145.79
Jpmorgan Chase & Co 75,579 140.78 77,431 145.79
Morgan Stanley 62,612 140.77 75,048 145.79
Bank Of America Corp /de/ 34,909 140.79 66,297 145.78
Mogy Joel R Investment Counsel Inc 34,207 140.79 35,146 145.79
LPL Financial LLC 32,740 140.78 42,725 145.79
UBS Group AG 30,129 140.76 36,955 145.80
Royal Bank Of Canada 26,141 140.78 36,990 145.80
Commonwealth Equity Services, Llc 17,813 140.74 21,337 145.76
Susquehanna International Group, Llp 17,156 140.77 4,586 145.88
Boston Research & Management Inc 12,761 140.74 12,481 145.74
Envestnet Asset Management Inc 12,602 140.77 12,634 145.80
HighTower Advisors, LLC 9,293 140.97 9,203 145.50
Wells Fargo & Company/mn 7,904 140.81 6,058 145.76
Pacific Sun Financial Corp 6,249 140.82 6,217 145.73
Ameriprise Financial Inc 6,200 140.81 5,828 145.85
Stifel Financial Corp 6,188 140.92 6,878 145.83
Segall Bryant & Hamill, Llc 6,090 140.72 6,090 145.98
Cetera Advisor Networks LLC 5,988 140.78 7,221 145.69
Pnc Financial Services Group, Inc. 4,000 141.00 4,000 146.00
Icapital Wealth Llc 3,500 140.86 5,600 145.71
Miller Investment Management, LP 3,043 140.65 1,620 145.68
Tower Research Capital LLC (TRC) 2,683 140.51 5,105 145.74
Williams Jones Wealth Management, LLC. 2,660 140.60 2,660 145.86
Oppenheimer & Co Inc 2,405 140.96 2,585 145.84
Advisor Group Holdings, Inc. 2,145 140.79 2,140 145.79
Wealthfront Advisers Llc 2,017 140.80 1,841 145.57
Scotia Capital Inc. 1,993 140.99 1,993 146.01
CIBC World Markets Inc. 1,814 140.57 1,514 145.97
Wealthspire Advisors, LLC 1,542 140.73 4,907 145.71
Integrated Wealth Concepts LLC 1,531 141.08 1,531 145.66
Qube Research & Technologies Ltd 1,046 140.54 241 145.23
Tyler-Stone Wealth Management 820 140.24 820 146.34
Northwestern Mutual Wealth Management Co 529 139.89 1,001 145.85
Kistler-Tiffany Companies, LLC 473 141.65 473 145.88
Blair William & Co/il 425 141.18 425 145.88
Truvestments Capital Llc 250 140.00 250 144.00
First Manhattan Co 200 140.00 200 145.00
Edmond De Rothschild Holding S.a. 130 138.46 130 146.15
Ellis Investment Partners, LLC 111 135.14 351 145.30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 75 133.33 75 146.67
Name Current Shares Current PPS Previous Shares Previous PPS
Bank Of Montreal /can/ 232 150.86 1,638 149.57
Fmr Llc 34 147.06 36 138.89
Ameritas Investment Partners, Inc. 30 133.33 20 100.00
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Susquehanna International Group, Llp 12,570 17,156 140.77 4,586 145.88 274.10
Wells Fargo & Company/mn 1,846 7,904 140.81 6,058 145.76 30.47
Miller Investment Management, LP 1,423 3,043 140.65 1,620 145.68 87.84
Qube Research & Technologies Ltd 805 1,046 140.54 241 145.23 334.02
Ameriprise Financial Inc 372 6,200 140.81 5,828 145.85 6.38
CIBC World Markets Inc. 300 1,814 140.57 1,514 145.97 19.82
Boston Research & Management Inc 280 12,761 140.74 12,481 145.74 2.24
Wealthfront Advisers Llc 176 2,017 140.80 1,841 145.57 9.56
HighTower Advisors, LLC 90 9,293 140.97 9,203 145.50 0.98
Pacific Sun Financial Corp 32 6,249 140.82 6,217 145.73 0.51
Ameritas Investment Partners, Inc. 10 30 133.33 20 100.00 50.00
Advisor Group Holdings, Inc. 5 2,145 140.79 2,140 145.79 0.23
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Bank Of America Corp /de/ 31,388 34,909 140.79 66,297 145.78 -47.34
Morgan Stanley 12,436 62,612 140.77 75,048 145.79 -16.57
Royal Bank Of Canada 10,849 26,141 140.78 36,990 145.80 -29.33
LPL Financial LLC 9,985 32,740 140.78 42,725 145.79 -23.37
UBS Group AG 6,826 30,129 140.76 36,955 145.80 -18.47
Goldman Sachs Group Inc 5,524 100,000 140.78 105,524 145.79 -5.23
Commonwealth Equity Services, Llc 3,524 17,813 140.74 21,337 145.76 -16.52
Wealthspire Advisors, LLC 3,365 1,542 140.73 4,907 145.71 -68.58
Tower Research Capital LLC (TRC) 2,422 2,683 140.51 5,105 145.74 -47.44
Icapital Wealth Llc 2,100 3,500 140.86 5,600 145.71 -37.50
Jpmorgan Chase & Co 1,852 75,579 140.78 77,431 145.79 -2.39
Bank Of Montreal /can/ 1,406 232 150.86 1,638 149.57 -85.84
Cetera Advisor Networks LLC 1,233 5,988 140.78 7,221 145.69 -17.08
Mogy Joel R Investment Counsel Inc 939 34,207 140.79 35,146 145.79 -2.67
Stifel Financial Corp 690 6,188 140.92 6,878 145.83 -10.03
Northwestern Mutual Wealth Management Co 472 529 139.89 1,001 145.85 -47.15
Ellis Investment Partners, LLC 240 111 135.14 351 145.30 -68.38
Oppenheimer & Co Inc 180 2,405 140.96 2,585 145.84 -6.96
Envestnet Asset Management Inc 32 12,602 140.77 12,634 145.80 -0.25
Fmr Llc 2 34 147.06 36 138.89 -5.56
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