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 19 43.00 43.47 43.48
Previous Quarter 22 48.00 48.87 48.87

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 3 12 8 1 2 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 0 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

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
Royal Bank Of Canada 74,385 48.87
Smart Money Group LLC 31,469 48.87
Susquehanna International Group, Llp 16,562 48.85
Financial Advocates Investment Management 8,575 48.86
LPL Financial LLC 5,795 48.84
Migdal Insurance & Financial Holdings Ltd. 2,780 49.28
Morgan Stanley 2,094 48.71
NEXT Financial Group, Inc 2,077 48.63
Advisor Group Holdings, Inc. 1,201 49.13
UBS Group AG 461 49.89
Focused Wealth Management, Inc 400 50.00
Mystic Asset Management, Inc. 25 40.00
Bank Of America Corp /de/ 0
IFP Advisors, Inc 0
Telemus Capital, Llc 0
Cullen/frost Bankers, Inc. 0
RMR Wealth Builders 0
Citadel Advisors Llc 0
Wells Fargo & Company/mn 0
SOA Wealth Advisors, LLC. 0

 

Recent Quarter Analysis

Name Shares PPS
NWHDX - Nationwide Bailard Cognitive Value Fund Class A 1,900 38.42
Money Concepts Capital Corp 230 43.48
Prospera Financial Services Inc 110 45.45
Name Shares PPS
Smart Money Group LLC 31,469 48.87
LPL Financial LLC 5,795 48.84
Mystic Asset Management, Inc. 25 40.00
SOA Wealth Advisors, LLC.
Wells Fargo & Company/mn
Cullen/frost Bankers, Inc.
Stifel Financial Corp
Telemus Capital, Llc
Bank Of America Corp /de/
Proequities, Inc.
RMR Wealth Builders
IFP Advisors, Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Royal Bank Of Canada 64,521 43.47 74,385 48.87
Susquehanna International Group, Llp 13,820 43.49 16,562 48.85
Financial Advocates Investment Management 8,455 43.52 8,575 48.86
Migdal Insurance & Financial Holdings Ltd. 2,780 43.53 2,780 49.28
Morgan Stanley 2,074 43.39 2,094 48.71
Advisor Group Holdings, Inc. 1,201 43.30 1,201 49.13
UBS Group AG 515 42.72 461 49.89
Focused Wealth Management, Inc 400 42.50 400 50.00
Name Current Shares Current PPS Previous Shares Previous PPS
Citadel Advisors Llc 8,811 43.47 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Citadel Advisors Llc 8,811 8,811 43.47 0 0.00
UBS Group AG 54 515 42.72 461 49.89 11.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Royal Bank Of Canada 9,864 64,521 43.47 74,385 48.87 -13.26
Susquehanna International Group, Llp 2,742 13,820 43.49 16,562 48.85 -16.56
Financial Advocates Investment Management 120 8,455 43.52 8,575 48.86 -1.40
Morgan Stanley 20 2,074 43.39 2,094 48.71 -0.96
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
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