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 79 45.00 45.52 44.56
Previous Quarter 85 45.00 45.53 45.35

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 1 24 4 1 1 2
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 1 0 4 1 1 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
Nova R Wealth, Inc. 472,447 42.40
Morgan Stanley 277,580 45.52
Bank Of America Corp /de/ 163,105 45.52
Wells Fargo & Company/mn 136,585 45.52
PCEF - Invesco CEF Income Composite ETF 129,275 43.19
UBS Group AG 127,702 45.52
Invesco Ltd. 120,934 45.51
Ameriprise Financial Inc 118,170 45.55
Royal Bank Of Canada 84,980 45.53
Cambridge Investment Research Advisors, Inc. 56,352 42.39
LPL Financial LLC 49,008 45.52
Advisor Group Holdings, Inc. 45,859 45.53
Raymond James & Associates 36,540 45.51
HighTower Advisors, LLC 35,585 45.67
Cornerstone Advisory, LLC 35,218 45.52
Raymond James Financial Services Advisors, Inc. 27,677 45.53
Commonwealth Equity Services, Llc 24,984 45.51
Stifel Financial Corp 24,237 45.51
Kestra Advisory Services, LLC 23,546 45.53
Janney Montgomery Scott LLC 22,744 45.51

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
Nova R Wealth, Inc. 497,037 45.52
Morgan Stanley 277,580 45.52
Bank Of America Corp /de/ 163,105 45.52
Wells Fargo & Company/mn 136,585 45.52
PCEF - Invesco CEF Income Composite ETF 129,275 43.19
UBS Group AG 127,702 45.52
Invesco Ltd. 120,934 45.51
Ameriprise Financial Inc 118,170 45.55
Royal Bank Of Canada 84,980 45.53
Cambridge Investment Research Advisors, Inc. 56,818 45.51
LPL Financial LLC 49,008 45.52
Advisor Group Holdings, Inc. 45,859 45.53
Raymond James & Associates 36,540 45.51
HighTower Advisors, LLC 35,585 45.67
Cornerstone Advisory, LLC 35,218 45.52
Raymond James Financial Services Advisors, Inc. 27,677 45.53
Commonwealth Equity Services, Llc 24,984 45.51
Stifel Financial Corp 24,237 45.51
Kestra Advisory Services, LLC 23,546 45.53
Janney Montgomery Scott LLC 22,744 45.51

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 323 43.34
Name Shares PPS
Mid Atlantic Financial Management Inc/adv 10,146 47.60
Parallel Advisors, LLC 759 44.80
Wealth Quarterback LLC 204
Carroll Financial Associates, Inc.
NEXT Financial Group, Inc
Platform Technology Partners
Arete Wealth Advisors, LLC
Advisory Services Network, LLC
Huntington National Bank
FourThought Financial, LLC
Stratos Wealth Partners, LTD.
Citigroup Inc
Millennium Management Llc
Wolverine Asset Management Llc
Covington Capital Management
Tower Research Capital LLC (TRC)
CIBC World Markets Inc.
Tru Independence Asset Management 2, Llc
Lincoln National Corp
GWM Advisors LLC
Oppenheimer & Co Inc
Proequities, Inc.
Fmr Llc
Arkadios Wealth Advisors
Name Current Shares Current PPS Previous Shares Previous PPS
Nova R Wealth, Inc. 472,447 42.40 497,037 45.52
Cambridge Investment Research Advisors, Inc. 56,352 42.39 56,818 45.51
Raymond James Trust N.a. 12,695 42.38 12,695 45.53
SOA Wealth Advisors, LLC. 4,640 42.24 4,640 45.47
Name Current Shares Current PPS Previous Shares Previous PPS
Ford Financial Group, LLC 6,553 42.27 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 6,553 6,553 42.27 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Nova R Wealth, Inc. 24,590 472,447 42.40 497,037 45.52 -4.95
Cambridge Investment Research Advisors, Inc. 466 56,352 42.39 56,818 45.51 -0.82
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
ACG Wealth 323 43.34
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Nova R Wealth, Inc. 472,447 42.40 497,037 45.52
Cambridge Investment Research Advisors, Inc. 56,352 42.39 56,818 45.51
Raymond James Trust N.a. 12,695 42.38 12,695 45.53
SOA Wealth Advisors, LLC. 4,640 42.24 4,640 45.47
Name Current Shares Current PPS Previous Shares Previous PPS
Ford Financial Group, LLC 6,553 42.27 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Ford Financial Group, LLC 6,553 6,553 42.27 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Nova R Wealth, Inc. 24,590 472,447 42.40 497,037 45.52 -4.95
Cambridge Investment Research Advisors, Inc. 466 56,352 42.39 56,818 45.51 -0.82
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