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 595 681.00 91.43 164.08
Previous Quarter 631 673.00 91.43 165.15

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 9 159 10 36 25 18
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 7 5 7 28 17 15
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 333 0.00 0.00 0 0.00 0.00
Previous Quarter 333 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
Bank Of America Corp /de/ 45,074,601 91.43
Morgan Stanley 6,861,948 91.43
Forward Management, LLC 6,744,105 91.43
Assetmark, Inc 6,250,191 91.43
Royal Bank Of Canada 3,419,622 91.43
Clark Capital Management Group, Inc. 3,415,634 91.43
Schroder Investment Management Group 3,326,867 91.43
Ameriprise Financial Inc 3,312,344 93.16
Envestnet Asset Management Inc 3,153,855 91.43
UBS Group AG 1,748,805 91.43
LPL Financial LLC 1,635,867 91.43
Sei Investments Co 1,563,215 91.44
Truist Financial Corp 1,536,432 91.43
Frontier Wealth Management LLC 1,419,173 91.42
Elm Partners Management LLC 1,336,401 91.43
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,237,936 91.41
Cambridge Investment Research Advisors, Inc. 1,176,908 91.49
Piershale Financial Group, Inc. 1,145,181 91.49
Advisor Group Holdings, Inc. 1,144,368 90.44
Wells Fargo & Company/mn 1,139,948 91.43

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
Bank Of America Corp /de/ 45,074,601 91.43
Morgan Stanley 6,861,948 91.43
Forward Management, LLC 6,744,105 91.43
Assetmark, Inc 6,250,191 91.43
Royal Bank Of Canada 3,419,622 91.43
Clark Capital Management Group, Inc. 3,415,634 91.43
Schroder Investment Management Group 3,326,867 91.43
Ameriprise Financial Inc 3,312,344 93.16
Envestnet Asset Management Inc 3,153,855 91.43
UBS Group AG 1,748,805 91.43
LPL Financial LLC 1,635,867 91.43
Sei Investments Co 1,563,215 91.44
Truist Financial Corp 1,536,432 91.43
Frontier Wealth Management LLC 1,419,173 91.42
Elm Partners Management LLC 1,336,401 91.43
ARAAX - Horizon Active Risk Assist Fund Advisor Class 1,237,936 91.41
Piershale Financial Group, Inc. 1,155,869 91.43
Advisor Group Holdings, Inc. 1,144,368 90.44
Wells Fargo & Company/mn 1,139,948 91.43
Oppenheimer Asset Management Inc. 1,129,587 91.43

 

Recent Quarter Analysis

Name Shares PPS
Unison Advisors LLC 74,425 91.49
Flagship Harbor Advisors, Llc 24,024 91.49
SFG Wealth Management, LLC. 16,859 91.46
Private Wealth Group, LLC 9,035 91.53
CMGQX - CMG Tactical All Asset Strategy Fund Class A Shares 7,035 91.40
Friedenthal Financial 4,031 91.54
Mascoma Wealth Management LLC 361 91.41
Rosenberg Matthew Hamilton 81 86.42
Sheaff Brock Investment Advisors, LLC 0
Name Shares PPS
Managed Account Services Inc 13,251 91.46
Cedar Capital, Llc 12,529 91.47
Boston Standard Wealth Management, LLC 12,353 91.39
CHYAX - CMG Tactical Bond Fund Class A Shares 11,207 91.46
Mid Atlantic Financial Management Inc/adv 9,258 91.49
Granite Investment Advisors, LLC 9,205 91.47
IFP Advisors, Inc 8,506 91.35
Calton & Associates, Inc. 8,119 91.39
Optimal Asset Management, Inc. 5,539 91.53
American National Bank 4,461 91.46
Landsberg, Bennett, & Dubbaneh LLC 4,447 91.52
Triumph Capital Management 4,281 91.57
Exane Derivatives 3,520 91.48
Old Dominion Capital Management Inc 2,921 91.41
Roberts Wealth Advisors, LLC 2,900 91.38
Parallel Advisors, LLC 2,276 91.39
Massmutual Trust Co Fsb/adv 138
Carroll Financial Associates, Inc. 82 85.37
Sheaff Brock Investment Advisors, LLC
Vigilare Wealth Management
BDO Wealth Advisors, LLC
NextCapital Advisers, Inc.
City Holding Co
Altavista Wealth Management, Inc.
Argent Trust Co
Tradition Wealth Management, LLC
Hohimer Wealth Management, Llc
Solstein Capital, LLC
Sage Financial Management Group, Inc.
Mattern Wealth Management LLC
Arrow Financial Corp
Proquility Private Wealth Partners, LLC
PRW Wealth Management LLC
Regentatlantic Capital Llc
Genesee Capital Advisors, LLC
Optimum Investment Advisors
Red Door Wealth Management, LLC
Staley Capital Advisers Inc
IHT Wealth Management, LLC
CFS Investment Advisory Services, LLC
Kingsview Wealth Management, LLC
Arjuna Capital
Greystone Financial Group, LLC
Wunderlich Securities, Inc.
Kesler, Norman & Wride, LLC
Sterling Investment Advisors, Ltd.
Eagle Bay Advisors LLC
McGinn Investment Management, Inc.
Versant Capital Management, Inc
Howe & Rusling Inc
Shepherd Kaplan Krochuk, Llc
Teamwork Financial Advisors, LLC
Values First Advisors, Inc.
Hixon Zuercher, LLC
Townsquare Capital Llc
Delta Investment Management, LLC
Gerber Kawasaki Wealth & Investment Management
Amplius Wealth Advisors, LLC
Wolff Wiese Magana Llc
FinTrust Capital Advisors, LLC
RPG Investment Advisory, LLC
CoreCap Advisors, LLC
Jacobi Capital Management LLC
Jump Financial, LLC
Noesis Capital Mangement Corp
Defender Capital, LLC.
Savior LLC
Fifth Third Securities, Inc.
Baker Tilly Financial, Llc
Visionary Wealth Advisors
Keystone Financial Group
Matisse Capital
DMG Group, LLC
Lincoln National Corp
Sage Mountain Advisors LLC
Cumberland Partners Ltd
Cidel Asset Management Inc
Sowell Financial Services LLC
Mcdonald Partners Llc
Ten Capital Wealth Advisors, LLC
Ade, Llc
Advanced Research Investment Solutions, Llc
Lake Street Financial Llc
Gryphon Financial Partners LLC
MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class
Virtu Financial LLC
Harbor Investment Advisory, Llc
Disciplined Investments, LLC
Advocacy Wealth Management Services, LLC
Confluence Wealth Services, Inc.
Retirement Planning Co of New England, Inc.
Dixon Hughes Goodman Wealth Advisors LLC
Ibex Wealth Advisors
Capital Advisory Group Advisory Services, LLC
Transcend Wealth Collective, Llc
Johnson Bixby & Associates, LLC
AllSquare Wealth Management LLC
Hedges Asset Management LLC
Vestmark Advisory Solutions, Inc.
Quadrant Private Wealth Management, LLC
North Star Investment Management Corp.
Wolverine Trading, Llc
Carolinas Wealth Consulting Llc
Bessemer Group Inc
Allegheny Financial Group LTD
Total Clarity Wealth Management, Inc.
GPS Wealth Strategies Group, LLC
Santori & Peters, Inc.
Signaturefd, Llc
First Command Financial Services, Inc.
Cassia Capital Partners, LLC
NorthCrest Asset Manangement, LLC
Pinnacle Bancorp, Inc.
St. James Investment Company, LLC
TCI Wealth Advisors, Inc.
FATT - Fat Tail Risk ETF
Absolute Capital Management, LLC
Occidental Asset Management, LLC
First Command Advisory Services, Inc.
Millennium Management Llc
CarsonAllaria Wealth Management, Ltd.
Kowal Investment Group, LLC
Advisor Resource Council
King Luther Capital Management Corp
Huntington National Bank
Synovus Financial Corp
Fulcrum Equity Management
Wilbanks Smith & Thomas Asset Management Llc
Mv Capital Management, Inc.
Crabel Capital Management, LLC
TFAZX - TFA Tactical Income Fund Class I
Echo45 Advisors LLC
IAM Advisory, LLC
Jfs Wealth Advisors, Llc
FourThought Financial, LLC
Wolverine Trading, Llc
Shufro Rose & Co Llc
RFG Advisory, LLC
Toth Financial Advisory Corp
BRYN MAWR TRUST Co
Liberty Wealth Management Llc
Onyx Bridge Wealth Group LLC
Johnson Financial Group, Inc.
Northstar Advisory Group, LLC
Van Hulzen Asset Management, LLC
Fisher Asset Management, LLC
Bokf, Na
Smith, Salley & Associates
Dorsey & Whitney Trust CO LLC
Consolidated Planning Corp
Jennison Associates Llc
Angeles Investment Advisors, LLC
Cahill Financial Advisors Inc
CNB Bank
Allworth Financial LP
First Command Bank
TCG Advisory Services, LLC
Salvus Wealth Management, LLC
Blue Square Asset Management, Llc
Name Current Shares Current PPS Previous Shares Previous PPS
Deane Retirement Strategies, Inc. 96,198 91.44 3,379 91.45
SMIFX - Sound Mind Investing Fund 85,430 91.42 147,670 91.43
Cim, Llc 44,881 91.42 3,083 91.47
SMILX - SMI 50/40/10 Fund 15,490 91.41 13,300 91.43
Carlton Hofferkamp & Jenks Wealth Management, LLC 7,730 91.46 7,040 91.48
Acropolis Investment Management, LLC 7,108 91.45 1,876 91.68
Hummer Financial Advisory Services Inc 4,410 91.38 4,710 91.51
Atticus Wealth Management, Llc 2,025 91.36 12,544 91.44
Gradient Investments LLC 517 90.91 892 91.93
Newbridge Financial Services Group, Inc. 134 89.55 163 92.02
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 1,176,908 91.49 279,698 91.43
Piershale Financial Group, Inc. 1,145,181 91.49 1,155,869 91.43
Brookstone Capital Management 741,889 91.42 93,592 91.42
Private Advisor Group, LLC 310,855 91.49 199,159 91.43
Worth Asset Management, LLC 178,516 91.49 138,456 91.44
Titan Capital Management, LLC /CA 168,789 91.49 172,368 91.43
Pacific Financial Group Inc 114,692 91.49 199,881 91.43
McNamara Financial Services, Inc. 105,020 91.49 116,660 91.43
Orion Portfolio Solutions, LLC 88,767 91.49 37,458 91.44
McGuire Investment Group, LLC 84,824 91.50 84,397 91.43
Spectrum Planning & Advisory Services Inc. 79,230 91.49 80,403 91.43
Beacon Wealthcare LLC 76,911 91.48 50,226 91.43
HBW Advisory Services LLC 43,659 91.50 5,489 91.46
Greenspring Advisors, LLC 38,103 91.59 22,288 91.44
Elmwood Wealth Management, Inc. 35,990 91.50 32,020 91.44
Acorn Financial Advisory Services Inc /adv 23,858 91.50 3,985 91.34
Oxinas Partners Wealth Management LLC 21,485 91.51 21,998 91.42
Strategic Asset Management, LLC 19,824 91.51 19,824 91.45
Centennial Wealth Advisory LLC 19,513 91.48 11,912 91.42
Traverso Chambers Private Wealth Management, LLC 18,208 91.50 30,709 91.44
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 897,210 1,176,908 91.49 279,698 91.43 320.78
Brookstone Capital Management 648,297 741,889 91.42 93,592 91.42 692.68
Private Advisor Group, LLC 111,696 310,855 91.49 199,159 91.43 56.08
Deane Retirement Strategies, Inc. 92,819 96,198 91.44 3,379 91.45 2746.94
Orion Portfolio Solutions, LLC 51,309 88,767 91.49 37,458 91.44 136.98
Cim, Llc 41,798 44,881 91.42 3,083 91.47 1355.76
Worth Asset Management, LLC 40,060 178,516 91.49 138,456 91.44 28.93
HBW Advisory Services LLC 38,170 43,659 91.50 5,489 91.46 695.39
Beacon Wealthcare LLC 26,685 76,911 91.48 50,226 91.43 53.13
Acorn Financial Advisory Services Inc /adv 19,873 23,858 91.50 3,985 91.34 498.70
Greenspring Advisors, LLC 15,815 38,103 91.59 22,288 91.44 70.96
Miracle Mile Advisors, LLC 7,657 11,212 91.51 3,555 91.42 215.39
Centennial Wealth Advisory LLC 7,601 19,513 91.48 11,912 91.42 63.81
Acropolis Investment Management, LLC 5,232 7,108 91.45 1,876 91.68 278.89
Elmwood Wealth Management, Inc. 3,970 35,990 91.50 32,020 91.44 12.40
Apella Capital, LLC 2,671 2,671 91.35 0 0.00
SMILX - SMI 50/40/10 Fund 2,190 15,490 91.41 13,300 91.43 16.47
Foundations Investment Advisors, LLC 1,627 4,584 91.40 2,957 91.31 55.02
Advisory Alpha, LLC 1,203 9,834 91.52 8,631 91.41 13.94
Carlton Hofferkamp & Jenks Wealth Management, LLC 690 7,730 91.46 7,040 91.48 9.80
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pacific Financial Group Inc 85,189 114,692 91.49 199,881 91.43 -42.62
SMIFX - Sound Mind Investing Fund 62,240 85,430 91.42 147,670 91.43 -42.15
Traverso Chambers Private Wealth Management, LLC 12,501 18,208 91.50 30,709 91.44 -40.71
McNamara Financial Services, Inc. 11,640 105,020 91.49 116,660 91.43 -9.98
Piershale Financial Group, Inc. 10,688 1,145,181 91.49 1,155,869 91.43 -0.92
Atticus Wealth Management, Llc 10,519 2,025 91.36 12,544 91.44 -83.86
Titan Capital Management, LLC /CA 3,579 168,789 91.49 172,368 91.43 -2.08
Pure Financial Advisors, Inc. 2,202 2,511 91.60 4,713 91.45 -46.72
Everhart Financial Group, Inc. 1,706 5,128 91.46 6,834 91.45 -24.96
Spectrum Planning & Advisory Services Inc. 1,173 79,230 91.49 80,403 91.43 -1.46
Gofen & Glossberg Llc /il/ 550 4,943 91.44 5,493 91.39 -10.01
Oxinas Partners Wealth Management LLC 513 21,485 91.51 21,998 91.42 -2.33
Mjp Associates Inc /adv 375 11,845 91.52 12,220 91.41 -3.07
Gradient Investments LLC 375 517 90.91 892 91.93 -42.04
Hummer Financial Advisory Services Inc 300 4,410 91.38 4,710 91.51 -6.37
Raub Brock Capital Management LP 155 13,279 91.50 13,434 91.41 -1.15
Newbridge Financial Services Group, Inc. 29 134 89.55 163 92.02 -17.79
Raymond James Trust N.a. 1 5,184 91.44 5,185 91.42 -0.02
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
Unison Advisors LLC 74,425 91.49
Flagship Harbor Advisors, Llc 24,024 91.49
SFG Wealth Management, LLC. 16,859 91.46
Private Wealth Group, LLC 9,035 91.53
Friedenthal Financial 4,031 91.54
Mascoma Wealth Management LLC 361 91.41
Rosenberg Matthew Hamilton 81 86.42
Name Shares PPS
Exane Derivatives 3,520 91.48
Boston Standard Wealth Management, LLC 12,353 91.39
Roberts Wealth Advisors, LLC 2,900 91.38
Calton & Associates, Inc. 8,119 91.39
American National Bank 4,461 91.46
Name Current Shares Current PPS Previous Shares Previous PPS
Cim, Llc 44,881 91.42 3,083 91.47
Carlton Hofferkamp & Jenks Wealth Management, LLC 7,730 91.46 7,040 91.48
Acropolis Investment Management, LLC 7,108 91.45 1,876 91.68
Hummer Financial Advisory Services Inc 4,410 91.38 4,710 91.51
Atticus Wealth Management, Llc 2,025 91.36 12,544 91.44
Gradient Investments LLC 517 90.91 892 91.93
Newbridge Financial Services Group, Inc. 134 89.55 163 92.02
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 1,176,908 91.49 279,698 91.43
Piershale Financial Group, Inc. 1,145,181 91.49 1,155,869 91.43
Brookstone Capital Management 741,889 91.42 93,592 91.42
Private Advisor Group, LLC 310,855 91.49 199,159 91.43
Titan Capital Management, LLC /CA 168,789 91.49 172,368 91.43
Pacific Financial Group Inc 114,692 91.49 199,881 91.43
McNamara Financial Services, Inc. 105,020 91.49 116,660 91.43
Orion Portfolio Solutions, LLC 88,767 91.49 37,458 91.44
McGuire Investment Group, LLC 84,824 91.50 84,397 91.43
Spectrum Planning & Advisory Services Inc. 79,230 91.49 80,403 91.43
HBW Advisory Services LLC 43,659 91.50 5,489 91.46
Greenspring Advisors, LLC 38,103 91.59 22,288 91.44
Elmwood Wealth Management, Inc. 35,990 91.50 32,020 91.44
Acorn Financial Advisory Services Inc /adv 23,858 91.50 3,985 91.34
Oxinas Partners Wealth Management LLC 21,485 91.51 21,998 91.42
Strategic Asset Management, LLC 19,824 91.51 19,824 91.45
Centennial Wealth Advisory LLC 19,513 91.48 11,912 91.42
Traverso Chambers Private Wealth Management, LLC 18,208 91.50 30,709 91.44
RWM Asset Management, LLC 16,239 91.51 16,239 91.45
Mjp Associates Inc /adv 11,845 91.52 12,220 91.41
Global Retirement Partners, LLC 11,296 91.45 11,290 91.41
Miracle Mile Advisors, LLC 11,212 91.51 3,555 91.42
Advisory Alpha, LLC 9,834 91.52 8,631 91.41
Raymond James Trust N.a. 5,184 91.44 5,185 91.42
Everhart Financial Group, Inc. 5,128 91.46 6,834 91.45
Gofen & Glossberg Llc /il/ 4,943 91.44 5,493 91.39
Alamar Capital Management, LLC 4,172 91.56 4,172 91.32
Kathleen S. Wright Associates Inc. 200 90.00 157 89.17
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 897,210 1,176,908 91.49 279,698 91.43 320.78
Brookstone Capital Management 648,297 741,889 91.42 93,592 91.42 692.68
Private Advisor Group, LLC 111,696 310,855 91.49 199,159 91.43 56.08
Orion Portfolio Solutions, LLC 51,309 88,767 91.49 37,458 91.44 136.98
Cim, Llc 41,798 44,881 91.42 3,083 91.47 1355.76
HBW Advisory Services LLC 38,170 43,659 91.50 5,489 91.46 695.39
Acorn Financial Advisory Services Inc /adv 19,873 23,858 91.50 3,985 91.34 498.70
Greenspring Advisors, LLC 15,815 38,103 91.59 22,288 91.44 70.96
Miracle Mile Advisors, LLC 7,657 11,212 91.51 3,555 91.42 215.39
Centennial Wealth Advisory LLC 7,601 19,513 91.48 11,912 91.42 63.81
Acropolis Investment Management, LLC 5,232 7,108 91.45 1,876 91.68 278.89
Elmwood Wealth Management, Inc. 3,970 35,990 91.50 32,020 91.44 12.40
Advisory Alpha, LLC 1,203 9,834 91.52 8,631 91.41 13.94
Carlton Hofferkamp & Jenks Wealth Management, LLC 690 7,730 91.46 7,040 91.48 9.80
McGuire Investment Group, LLC 427 84,824 91.50 84,397 91.43 0.51
Kathleen S. Wright Associates Inc. 43 200 90.00 157 89.17 27.39
Global Retirement Partners, LLC 6 11,296 91.45 11,290 91.41 0.05
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Pacific Financial Group Inc 85,189 114,692 91.49 199,881 91.43 -42.62
Traverso Chambers Private Wealth Management, LLC 12,501 18,208 91.50 30,709 91.44 -40.71
McNamara Financial Services, Inc. 11,640 105,020 91.49 116,660 91.43 -9.98
Piershale Financial Group, Inc. 10,688 1,145,181 91.49 1,155,869 91.43 -0.92
Atticus Wealth Management, Llc 10,519 2,025 91.36 12,544 91.44 -83.86
Titan Capital Management, LLC /CA 3,579 168,789 91.49 172,368 91.43 -2.08
Everhart Financial Group, Inc. 1,706 5,128 91.46 6,834 91.45 -24.96
Spectrum Planning & Advisory Services Inc. 1,173 79,230 91.49 80,403 91.43 -1.46
Gofen & Glossberg Llc /il/ 550 4,943 91.44 5,493 91.39 -10.01
Oxinas Partners Wealth Management LLC 513 21,485 91.51 21,998 91.42 -2.33
Mjp Associates Inc /adv 375 11,845 91.52 12,220 91.41 -3.07
Gradient Investments LLC 375 517 90.91 892 91.93 -42.04
Hummer Financial Advisory Services Inc 300 4,410 91.38 4,710 91.51 -6.37
Newbridge Financial Services Group, Inc. 29 134 89.55 163 92.02 -17.79
Raymond James Trust N.a. 1 5,184 91.44 5,185 91.42 -0.02
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