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 106 73.00 74.12 70.24
Previous Quarter 111 74.00 74.12 70.66

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 2 38 7 1 3 3
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 2 5 1 2 3
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
Libra Wealth Llc 687,099 66.29
Charter Oak Capital Management, LLC 256,269 78.46
Wealth Enhancement Advisory Services, Llc 223,400 73.91
Envestnet Asset Management Inc 138,958 74.12
Royal Bank Of Canada 129,295 74.13
Visionary Wealth Advisors 107,600 74.13
RWM Asset Management, LLC 106,495 70.16
Professional Financial Advisors, LLC 103,784 74.13
Moneywise, Inc. 79,959 74.13
J.w. Cole Advisors, Inc. 72,951 0.01
AE Wealth Management LLC 68,661 74.12
Mariner, LLC 55,254 74.13
Mercer Global Advisors Inc /adv 46,510 74.13
Apollon Wealth Management, LLC 36,957 74.11
Bank Of America Corp /de/ 36,034 74.12
Amundi 31,306 72.96
AdvisorNet Financial, Inc 26,842 70.15
Atria Investments Llc 26,085 74.14
Chico Wealth RIA 22,302 74.12
Beacon Pointe Advisors, LLC 20,441 74.12

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
Libra Wealth Llc 687,099 66.29
Charter Oak Capital Management, LLC 256,269 78.46
Wealth Enhancement Advisory Services, Llc 223,400 73.91
Envestnet Asset Management Inc 138,958 74.12
Royal Bank Of Canada 129,295 74.13
RWM Asset Management, LLC 115,330 74.13
Visionary Wealth Advisors 107,600 74.13
Professional Financial Advisors, LLC 103,784 74.13
Moneywise, Inc. 79,959 74.13
J.w. Cole Advisors, Inc. 72,951 0.01
AE Wealth Management LLC 68,661 74.12
Private Advisor Group, LLC 67,120 74.14
Retirement Planning Group 61,966 74.12
Mariner, LLC 55,254 74.13
Mercer Global Advisors Inc /adv 46,510 74.13
Apollon Wealth Management, LLC 36,957 74.11
Bank Of America Corp /de/ 36,034 74.12
Amundi 31,306 72.96
AdvisorNet Financial, Inc 26,503 74.14
Atria Investments Llc 26,085 74.14

 

Recent Quarter Analysis

Name Shares PPS
LPL Financial LLC 17,456 74.13
FSC Wealth Advisors, LLC 3,556 70.02
Name Shares PPS
Retirement Planning Group 61,966 74.12
LPL Financial LLC 17,456 74.13
Ameritas Investment Corp 3,902
RDA Financial Network 3,862 74.05
IFP Advisors, Inc 2,736 81.51
Soundmark Wealth Management, Llc
Old Mission Capital Llc
Running Point Capital Advisors, LLC
Addison Advisors LLC
Geneos Wealth Management Inc.
Raymond James Financial Services Advisors, Inc.
Selective Wealth Management, Inc.
Proequities, Inc.
Truist Financial Corp
Cwm, Llc
Fortis Advisors, LLC
Creative Planning
Ambassador Advisors, LLC
Wealth Advisory Solutions, LLC
Barclays Plc
Commonwealth Equity Services, Llc
Glassman Wealth Services
Montag A & Associates Inc
Harbour Investments, Inc.
Jpmorgan Chase & Co
Retirement Capital Strategies
Cambridge Investment Research Advisors, Inc.
St. James Investment Advisors, LLC
Kellett Schaffner Wealth Advisors LLC
Citadel Advisors Llc
C M Bidwell & Associates Ltd
Ausdal Financial Partners, Inc.
Cahill Financial Advisors Inc
Stratos Wealth Partners, LTD.
Eaton Vance Management
NatWest Group plc
Confluence Wealth Services, Inc.
Barber Financial Group, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 106,495 70.16 115,330 74.13
AdvisorNet Financial, Inc 26,842 70.15 26,503 74.14
Private Advisor Group, LLC 10,522 70.14 67,120 74.14
Allworth Financial LP 3,472 70.28 3,472 74.02
Moseley Investment Management Inc 3,245 70.26 3,519 74.17
S.A. Mason LLC 1,223 70.32 1,223 74.41
Sugarloaf Wealth Management, LLC 49 61.22 48 83.33
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 14,062 70.19 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 14,062 14,062 70.19 0 0.00
AdvisorNet Financial, Inc 339 26,842 70.15 26,503 74.14 1.28
Sugarloaf Wealth Management, LLC 1 49 61.22 48 83.33 2.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 56,598 10,522 70.14 67,120 74.14 -84.32
RWM Asset Management, LLC 8,835 106,495 70.16 115,330 74.13 -7.66
Moseley Investment Management Inc 274 3,245 70.26 3,519 74.17 -7.79
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
FSC Wealth Advisors, LLC 3,556 70.02
Name Shares PPS
Retirement Planning Group 61,966 74.12
RDA Financial Network 3,862 74.05
Name Current Shares Current PPS Previous Shares Previous PPS
RWM Asset Management, LLC 106,495 70.16 115,330 74.13
Private Advisor Group, LLC 10,522 70.14 67,120 74.14
Allworth Financial LP 3,472 70.28 3,472 74.02
Moseley Investment Management Inc 3,245 70.26 3,519 74.17
Sugarloaf Wealth Management, LLC 49 61.22 48 83.33
Name Current Shares Current PPS Previous Shares Previous PPS
Sargent Bickham Lagudis LLC 14,062 70.19 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 14,062 14,062 70.19 0 0.00
Sugarloaf Wealth Management, LLC 1 49 61.22 48 83.33 2.08
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Private Advisor Group, LLC 56,598 10,522 70.14 67,120 74.14 -84.32
RWM Asset Management, LLC 8,835 106,495 70.16 115,330 74.13 -7.66
Moseley Investment Management Inc 274 3,245 70.26 3,519 74.17 -7.79
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