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 66 40.00 39.85 39.99
Previous Quarter 76 40.00 39.85 39.93

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 25 3 1 2 2
Time New Puts New Calls New Short Deleted Puts Deleted Calls Deleted Short
Current Quarter 0 0 0 1 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 1 3 1 2 2
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
Capital Advisors, Ltd. LLC 217,600 39.85
LPL Financial LLC 92,527 39.85
UBS Group AG 81,515 39.85
Morgan Stanley 76,298 39.84
Nomura Asset Management Co Ltd 62,400 39.89
Jane Street Group, Llc 51,137 39.85
Susquehanna International Group, Llp 51,057 39.88
Royal Bank Of Canada 43,498 39.84
AE Wealth Management LLC 27,329 39.85
Stifel Financial Corp 19,604 39.84
Flow Traders U.s. Llc 14,299 39.86
Lion Street Advisors, LLC 12,730 49.73
HighTower Advisors, LLC 12,128 39.91
Advisor Group Holdings, Inc. 11,506 44.93
Beacon Pointe Advisors, LLC 10,548 39.82
Raymond James & Associates 8,821 39.90
Citadel Advisors Llc 8,529 39.86
Silicon Hills Wealth Management, LLC 8,424 39.89
Commonwealth Equity Services, Llc 7,251 33.79
Gladstone Institutional Advisory LLC 6,136 39.93

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
Capital Advisors, Ltd. LLC 217,600 39.85
LPL Financial LLC 92,527 39.85
UBS Group AG 81,515 39.85
Morgan Stanley 76,298 39.84
Nomura Asset Management Co Ltd 62,400 39.89
Jane Street Group, Llc 51,137 39.85
Susquehanna International Group, Llp 51,057 39.88
Royal Bank Of Canada 43,498 39.84
AE Wealth Management LLC 27,329 39.85
Stifel Financial Corp 19,604 39.84
Flow Traders U.s. Llc 14,299 39.86
Lion Street Advisors, LLC 12,405 40.06
HighTower Advisors, LLC 12,128 39.91
Advisor Group Holdings, Inc. 11,506 44.93
Beacon Pointe Advisors, LLC 10,548 39.82
Commonwealth Equity Services, Llc 9,520 39.81
Raymond James & Associates 8,821 39.90
Citadel Advisors Llc 8,529 39.86
Silicon Hills Wealth Management, LLC 8,424 39.89
Gladstone Institutional Advisory LLC 6,136 39.93

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 51,057 39.88
Citadel Advisors Llc 8,529 39.86
IFP Advisors, Inc 1,003 43.87
Money Concepts Capital Corp 581 39.59
Centaurus Financial, Inc.
Beaumont Financial Partners, LLC
GWM Advisors LLC
Janney Montgomery Scott LLC
Bellwether Advisors, LLC
Strategic Blueprint, LLC
Larson Financial Group LLC
Howard Financial Services, Ltd.
Wagner Wealth Management, Llc
Cambridge Investment Research Advisors, Inc.
Fifth Third Bancorp
Glassman Wealth Services
Two Sigma Securities, Llc
Vontobel Holding Ltd.
Retirement Planning Co of New England, Inc.
Cavalier Investments, LLC
Signet Financial Management, Llc
RWM Asset Management, LLC
Baker Avenue Asset Management, LP
Wolverine Trading, Llc
Capital Asset Advisory Services LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 7,251 33.79 9,520 39.81
GPS Wealth Strategies Group, LLC 3,328 33.95 3,108 39.90
Spire Wealth Management 180 33.33 260 38.46
Name Current Shares Current PPS Previous Shares Previous PPS
Lion Street Advisors, LLC 12,730 49.73 12,405 40.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Lion Street Advisors, LLC 325 12,730 49.73 12,405 40.06 2.62
GPS Wealth Strategies Group, LLC 220 3,328 33.95 3,108 39.90 7.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 2,269 7,251 33.79 9,520 39.81 -23.83
Spire Wealth Management 80 180 33.33 260 38.46 -30.77
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Wolverine Trading, Llc 0
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
Money Concepts Capital Corp 581 39.59
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 7,251 33.79 9,520 39.81
GPS Wealth Strategies Group, LLC 3,328 33.95 3,108 39.90
Spire Wealth Management 180 33.33 260 38.46
Name Current Shares Current PPS Previous Shares Previous PPS
Lion Street Advisors, LLC 12,730 49.73 12,405 40.06
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Lion Street Advisors, LLC 325 12,730 49.73 12,405 40.06 2.62
GPS Wealth Strategies Group, LLC 220 3,328 33.95 3,108 39.90 7.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Commonwealth Equity Services, Llc 2,269 7,251 33.79 9,520 39.81 -23.83
Spire Wealth Management 80 180 33.33 260 38.46 -30.77
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