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 68 38.00 38.29 38.38
Previous Quarter 74 39.00 38.29 38.42

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 26 1 0 0 1
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 1 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
Jane Street Group, Llc 168,584 38.30
Mirae Asset Global Investments Co., Ltd. 130,000 38.30
Citadel Advisors Llc 84,511 38.30
Flow Traders U.s. Llc 77,364 38.30
Royal Bank Of Canada 77,295 38.29
Citigroup Inc 70,098 38.30
Morgan Stanley 41,526 38.29
Ameriprise Financial Inc 27,946 38.29
Bank Of America Corp /de/ 25,107 38.28
Cottonwood Capital Advisors, Llc 24,391 38.29
Pure Financial Advisors, Inc. 20,451 36.97
Neuberger Berman Group LLC 13,859 38.31
Papp L Roy & Associates 10,500 38.29
LPL Financial LLC 8,292 38.35
UBS Group AG 8,017 38.29
Wells Fargo & Company/mn 7,427 38.24
Falcon Wealth Planning 7,056 44.78
Hsbc Holdings Plc 7,000 38.29
Old Mission Capital Llc 6,963 38.35
Cetera Advisors LLC 6,928 38.25

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
Jane Street Group, Llc 168,584 38.30
Mirae Asset Global Investments Co., Ltd. 130,000 38.30
Citadel Advisors Llc 84,511 38.30
Flow Traders U.s. Llc 77,364 38.30
Royal Bank Of Canada 77,295 38.29
Citigroup Inc 70,098 38.30
Morgan Stanley 41,526 38.29
Ameriprise Financial Inc 27,946 38.29
Bank Of America Corp /de/ 25,107 38.28
Cottonwood Capital Advisors, Llc 24,391 38.29
Pure Financial Advisors, Inc. 22,284 38.28
Neuberger Berman Group LLC 13,859 38.31
Papp L Roy & Associates 10,500 38.29
LPL Financial LLC 8,292 38.35
UBS Group AG 8,017 38.29
Wells Fargo & Company/mn 7,427 38.24
Falcon Wealth Planning 7,056 44.78
Hsbc Holdings Plc 7,000 38.29
Old Mission Capital Llc 6,963 38.35
Cetera Advisors LLC 6,928 38.25

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Susquehanna International Group, Llp 6,155 38.34
Susquehanna International Group, Llp 6,155 38.34
Capital Investment Advisors, LLC 5,228 38.26
IFP Advisors, Inc 1,460 44.52
Koshinski Asset Management, Inc. 22 45.45
Tortoise Investment Management, LLC
Private Capital Group, LLC
Harbour Investments, Inc.
Commonwealth Equity Services, Llc
Janney Montgomery Scott LLC
Amplius Wealth Advisors, LLC
Kalos Management, Inc.
Envestnet Asset Management Inc
Barclays Plc
S&co Inc
PFG Advisors
Raymond James Financial Services Advisors, Inc.
Lido Advisors, LLC
Proequities, Inc.
Allegheny Financial Group LTD
Mastrapasqua Asset Management Inc
Global Retirement Partners, LLC
Raymond James & Associates
Conning Inc.
Simplex Trading, Llc
Mmbg Investment Advisors Co.
Name Current Shares Current PPS Previous Shares Previous PPS
Pure Financial Advisors, Inc. 20,451 36.97 22,284 38.28
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
Pure Financial Advisors, Inc. 1,833 20,451 36.97 22,284 38.28 -8.23
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
Koshinski Asset Management, Inc. 22 45.45
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