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 336 88.00 91.68 90.51
Previous Quarter 362 90.00 91.69 91.02

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 3 100 55 0 21 24
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 2 6 22 0 9 8
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 141 0.00 0.00 1,531,723 0.00 0.00
Previous Quarter 141 0.00 0.00 1,531,723 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
Envestnet Asset Management Inc 12,405,976 91.69
Wells Fargo & Company/mn 3,073,197 91.69
Karpus Management, Inc. 1,621,176 91.69
Lincoln National Corp 1,534,198 91.69
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 1,531,723 91.69
Amerivest Investment Management LLC 1,347,260 91.69
Advisor Group Holdings, Inc. 1,324,233 92.13
Bank of New York Mellon Corp 1,246,500 91.69
LPL Financial LLC 1,201,552 91.69
Ameriprise Financial Inc 1,177,810 91.35
TDSC - Cabana Target Drawdown 10 ETF 931,358 82.65
Morgan Stanley 764,768 91.69
Cambridge Investment Research Advisors, Inc. 715,629 79.72
Royal Bank Of Canada 657,169 91.69
Morningstar Investment Services LLC 563,728 91.40
Bank Of America Corp /de/ 392,069 91.69
Pnc Financial Services Group, Inc. 354,815 91.69
Janney Montgomery Scott LLC 349,634 91.69
Principal Financial Group Inc 334,744 91.69
Jane Street Group, Llc 275,382 91.69

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
Envestnet Asset Management Inc 12,405,976 91.69
Wells Fargo & Company/mn 3,073,197 91.69
Karpus Management, Inc. 1,621,176 91.69
Lincoln National Corp 1,534,198 91.69
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class 1,531,723 91.69
Amerivest Investment Management LLC 1,347,260 91.69
Advisor Group Holdings, Inc. 1,324,233 92.13
Bank of New York Mellon Corp 1,246,500 91.69
LPL Financial LLC 1,201,552 91.69
Ameriprise Financial Inc 1,177,810 91.35
Cambridge Investment Research Advisors, Inc. 878,012 91.69
TDSC - Cabana Target Drawdown 10 ETF 793,119 98.53
Morgan Stanley 764,768 91.69
Royal Bank Of Canada 657,169 91.69
Morningstar Investment Services LLC 563,728 91.40
TDSD - Cabana Target Drawdown 13 ETF 520,052 98.53
Bank Of America Corp /de/ 392,069 91.69
Pnc Financial Services Group, Inc. 354,815 91.69
Janney Montgomery Scott LLC 349,634 91.69
Principal Financial Group Inc 334,744 91.69

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 309 80.91
Heritage Financial Services, LLC 39 76.92
Bogart Wealth, LLC 0
Name Shares PPS
CLSM - Cabana Target Leading Sector Moderate ETF 242,094 103.85
Ameritas Investment Corp 233,241 0.10
Mid Atlantic Financial Management Inc/adv 9,849 102.35
Phillips Financial Management, Llc 7,861 91.72
Cardan Capital Partners, LLC 6,805 102.28
Wealthfront Advisers Llc 4,643 91.54
Bbva Usa 3,453 102.23
Western Wealth Management, LLC 3,322 91.81
Boenning & Scattergood, Inc. 2,758 91.73
Great Valley Advisor Group, Inc. 2,610 91.57
Wesbanco Bank Inc 2,324 91.65
Stratos Wealth Partners, LTD. 2,230 91.48
IFP Advisors, Inc 763 104.85
Clean Yield Group 582 91.07
First Financial Corp /in/ 198 90.91
Sargent Bickham Lagudis LLC 34 88.24
Clear Creek Financial Management, LLC
Montag A & Associates Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Kingsview Wealth Management, LLC
Crabel Capital Management, LLC
Asset Allocation & Management Company, LLC
Pfs Investments Inc.
Brown Brothers Harriman & Co
Rockland Trust Co
Belpointe Asset Management LLC
Fundamentun, Llc
Motco
Financial Advisors Network, Inc.
Sawtooth Solutions, LLC
Williams Financial, LLC
RFG Advisory, LLC
Covington Capital Management
Liberty Wealth Management Llc
Jacobi Capital Management LLC
Absolute Capital Management, LLC
Capital Directions Investment Advisors, LLC
TCI Wealth Advisors, Inc.
Kowal Investment Group, LLC
Berger Financial Group, Inc
Americana Partners, LLC
TFAZX - TFA Tactical Income Fund Class I
Renaissance Technologies Llc
AdvisorNet Financial, Inc
Ten Capital Wealth Advisors, LLC
Freestone Capital Holdings, LLC
Signaturefd, Llc
Bartlett & Co. LLC
Northstar Advisory Group, LLC
Lion Street Advisors, LLC
Confluence Wealth Services, Inc.
Apeiron RIA LLC
Creative Financial Designs Inc /adv
True Link Financial Advisors, LLC
Signet Financial Management, Llc
Klaas Financial Asset Advisors, LLC
Atlas Capital Advisors Llc
Laurel Wealth Advisors LLC
Barclays Plc
Platt Investment Counsel, LLC
Summit Wealth Group, LLC
Tradition Wealth Management, LLC
Nbt Bank N A /ny
SMI Advisory Services, LLC
Vickerman Investment Advisors, Inc.
Collaborative Investment Series Trust - Mindful Conservative ETF
Eaton Vance Management
FDx Advisors, Inc.
Huntington National Bank
Mcdonald Partners Llc
SevenBridge Financial Group, LLC
Ameritas Investment Partners, Inc.
Tranquilli Financial Advisor LLC
Cypress Point Wealth Management, LLC
Baird Financial Group, Inc.
National Bank Of Canada /fi/
55i, Llc
Bedel Financial Consulting, Inc.
Exchange Traded Concepts, Llc
Woodward Diversified Capital, Llc
Meridian Wealth Management, LLC
HBW Advisory Services LLC
Ritter Daniher Financial Advisory, Llc
Arkadios Wealth Advisors
Stratos Wealth Advisors, LLC
PFG Advisors
Verition Fund Management LLC
Narwhal Capital Management
Coastline Trust Co
Cambridge Associates Llc /ma/ /adv
Main Street Financial Solutions, LLC
Camarda Financial Advisors, LLC
Truadvice, LLC
Accurate Wealth Management, LLC
Advisory Services Network, LLC
Capital Advisors Wealth Management, LLC
FLC Capital Advisors
Garrett Investment Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Truvestments Capital Llc
Name Current Shares Current PPS Previous Shares Previous PPS
TDSC - Cabana Target Drawdown 10 ETF 931,358 82.65 793,119 98.53
Cambridge Investment Research Advisors, Inc. 715,629 79.72 878,012 91.69
TDSD - Cabana Target Drawdown 13 ETF 166,012 82.65 520,052 98.53
Brookstone Capital Management 144,351 79.01 137,705 85.85
Orion Portfolio Solutions, LLC 120,297 79.72 127,097 91.69
Evolution Advisers, Inc. 76,301 80.48 76,246 91.68
Truist Financial Corp 54,668 79.72 52,924 91.70
Massmutual Trust Co Fsb/adv 54,506 0.07 50,248 0.10
TDSA - Cabana Target Drawdown 5 ETF 41,190 82.64 29,681 98.51
Shelter Mutual Insurance Co 38,000 80.13 38,000 92.00
First Heartland Consultants, Inc. 36,925 79.70 6,066 91.66
Commonwealth Equity Services, Llc 33,745 79.72 29,705 91.67
Wiser Wealth Management, Inc 31,386 79.72 28,094 91.69
Global Retirement Partners, LLC 24,610 79.72 24,513 82.94
BLB&B Advisors, LLC 21,332 79.74 14,531 91.67
White Lighthouse Investment Management Inc. 18,034 79.74 16,712 91.67
Capital Investment Advisors, LLC 15,813 79.74 15,962 91.72
Ackerman Capital Advisors, LLC 15,709 79.70 15,685 91.68
Wela Strategies, Inc. 13,544 79.74 14,134 91.69
Marcum Wealth, LLC 13,499 79.71 13,822 91.67
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
TDSC - Cabana Target Drawdown 10 ETF 138,239 931,358 82.65 793,119 98.53 17.43
First Heartland Consultants, Inc. 30,859 36,925 79.70 6,066 91.66 508.72
TDSA - Cabana Target Drawdown 5 ETF 11,509 41,190 82.64 29,681 98.51 38.78
BLB&B Advisors, LLC 6,801 21,332 79.74 14,531 91.67 46.80
Brookstone Capital Management 6,646 144,351 79.01 137,705 85.85 4.83
Massmutual Trust Co Fsb/adv 4,258 54,506 0.07 50,248 0.10 8.47
Commonwealth Equity Services, Llc 4,040 33,745 79.72 29,705 91.67 13.60
Wiser Wealth Management, Inc 3,292 31,386 79.72 28,094 91.69 11.72
Truist Financial Corp 1,744 54,668 79.72 52,924 91.70 3.30
White Lighthouse Investment Management Inc. 1,322 18,034 79.74 16,712 91.67 7.91
Foundations Investment Advisors, LLC 1,075 3,648 80.04 2,573 84.73 41.78
Avenue 1 Advisors, LLC 993 13,036 79.70 12,043 91.67 8.25
Independence Bank of Kentucky 855 1,786 79.51 931 91.30 91.84
Security Financial Services, INC. 744 5,624 79.66 4,880 91.60 15.25
Pacific Financial Group Inc 181 2,899 79.68 2,718 91.61 6.66
Charter Oak Capital Management, LLC 139 1,214 79.90 1,075 103.26 12.93
Global Retirement Partners, LLC 97 24,610 79.72 24,513 82.94 0.40
Optimum Investment Advisors 86 1,875 79.47 1,789 91.67 4.81
Evolution Advisers, Inc. 55 76,301 80.48 76,246 91.68 0.07
Sound Income Strategies, LLC 42 311 80.39 269 92.94 15.61
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
TDSD - Cabana Target Drawdown 13 ETF 354,040 166,012 82.65 520,052 98.53 -68.08
Cambridge Investment Research Advisors, Inc. 162,383 715,629 79.72 878,012 91.69 -18.49
HT Partners LLC 75,179 12,131 79.71 87,310 91.68 -86.11
Center For Asset Management LLC 9,634 8,340 79.74 17,974 91.69 -53.60
Orion Portfolio Solutions, LLC 6,800 120,297 79.72 127,097 91.69 -5.35
BerganKDV Wealth Management, LLC 6,094 50 80.00 6,144 91.63 -99.19
Money Concepts Capital Corp 2,350 589 79.80 2,939 91.53 -79.96
Beacon Capital Management, Inc. 1,627 12,804 79.74 14,431 91.68 -11.27
Insight Folios Inc 1,443 2,740 79.56 4,183 91.80 -34.50
Spire Wealth Management 802 2,596 79.74 3,398 91.82 -23.60
Strategic Asset Management, LLC 653 98 81.63 751 91.88 -86.95
Wela Strategies, Inc. 590 13,544 79.74 14,134 91.69 -4.17
Private Advisor Group, LLC 479 13,107 79.65 13,586 91.71 -3.53
Marcum Wealth, LLC 323 13,499 79.71 13,822 91.67 -2.34
Geneos Wealth Management Inc. 249 82 73.17 331 90.63 -75.23
Koshinski Asset Management, Inc. 158 5,463 5,621 91.62 -2.81
Vista Private Wealth Partners. LLC 155 10,802 80.82 10,957 91.90 -1.41
Capital Investment Advisors, LLC 149 15,813 79.74 15,962 91.72 -0.93
Signature Securities Group Corporation 139 7,625 79.61 7,764 91.58 -1.79
Newbridge Financial Services Group, Inc. 115 335 80.60 450 91.11 -25.56
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 Percentage Decrease
Name

Past Week Analysis

Name Shares PPS
Heritage Financial Services, LLC 39 76.92
Bogart Wealth, LLC 0
Name Shares PPS
Wesbanco Bank Inc 2,324 91.65
Clean Yield Group 582 91.07
Wealthfront Advisers Llc 4,643 91.54
Stratos Wealth Partners, LTD. 2,230 91.48
Phillips Financial Management, Llc 7,861 91.72
Great Valley Advisor Group, Inc. 2,610 91.57
Name Current Shares Current PPS Previous Shares Previous PPS
Evolution Advisers, Inc. 76,301 80.48 76,246 91.68
Truist Financial Corp 54,668 79.72 52,924 91.70
Commonwealth Equity Services, Llc 33,745 79.72 29,705 91.67
BLB&B Advisors, LLC 21,332 79.74 14,531 91.67
White Lighthouse Investment Management Inc. 18,034 79.74 16,712 91.67
Ackerman Capital Advisors, LLC 15,709 79.70 15,685 91.68
Avenue 1 Advisors, LLC 13,036 79.70 12,043 91.67
Beacon Capital Management, Inc. 12,804 79.74 14,431 91.68
HT Partners LLC 12,131 79.71 87,310 91.68
Center For Asset Management LLC 8,340 79.74 17,974 91.69
Signature Securities Group Corporation 7,625 79.61 7,764 91.58
Security Financial Services, INC. 5,624 79.66 4,880 91.60
Wedbush Securities Inc 4,457 79.65 4,478 91.78
Umb Bank N A/mo 3,819 79.60 3,819 91.65
Spire Wealth Management 2,596 79.74 3,398 91.82
Charter Oak Capital Management, LLC 1,214 79.90 1,075 103.26
Money Concepts Capital Corp 589 79.80 2,939 91.53
PrairieView Partners, LLC 328 79.27 328 91.46
First Bank & Trust 179 78.21 179 89.39
Founders Capital Management 150 80.00 150 100.00
Harbor Investment Advisory, Llc 101 79.21 101 89.11
Geneos Wealth Management Inc. 82 73.17 331 90.63
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
BLB&B Advisors, LLC 6,801 21,332 79.74 14,531 91.67 46.80
Commonwealth Equity Services, Llc 4,040 33,745 79.72 29,705 91.67 13.60
Truist Financial Corp 1,744 54,668 79.72 52,924 91.70 3.30
White Lighthouse Investment Management Inc. 1,322 18,034 79.74 16,712 91.67 7.91
Avenue 1 Advisors, LLC 993 13,036 79.70 12,043 91.67 8.25
Security Financial Services, INC. 744 5,624 79.66 4,880 91.60 15.25
Charter Oak Capital Management, LLC 139 1,214 79.90 1,075 103.26 12.93
Evolution Advisers, Inc. 55 76,301 80.48 76,246 91.68 0.07
Ackerman Capital Advisors, LLC 24 15,709 79.70 15,685 91.68 0.15
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
HT Partners LLC 75,179 12,131 79.71 87,310 91.68 -86.11
Center For Asset Management LLC 9,634 8,340 79.74 17,974 91.69 -53.60
Money Concepts Capital Corp 2,350 589 79.80 2,939 91.53 -79.96
Beacon Capital Management, Inc. 1,627 12,804 79.74 14,431 91.68 -11.27
Spire Wealth Management 802 2,596 79.74 3,398 91.82 -23.60
Geneos Wealth Management Inc. 249 82 73.17 331 90.63 -75.23
Signature Securities Group Corporation 139 7,625 79.61 7,764 91.58 -1.79
Wedbush Securities Inc 21 4,457 79.65 4,478 91.78 -0.47
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