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 165 NaN 0.00 39.94
Previous Quarter 181 NaN 0.00 63.30

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 67 12 1 6 4
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 5 10 1 6 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
Morgan Stanley 1,134,544 43.27
Wells Fargo & Company/mn 509,484 43.27
PCEF - Invesco CEF Income Composite ETF 454,573 43.45
J.w. Cole Advisors, Inc. 430,756 0.02
Raymond James Financial Services Advisors, Inc. 417,285 43.27
Invesco Ltd. 382,068 43.27
Raymond James & Associates 373,085 43.27
Royal Bank Of Canada 347,405 43.27
Bank Of America Corp /de/ 335,613 43.27
Ameriprise Financial Inc 325,877 43.28
Karpus Management, Inc. 303,800 43.27
UBS Group AG 279,186 43.27
1607 Capital Partners, LLC 185,185 43.27
Southern Farm Bureau Life Insurance 177,868 43.27
Sit Investment Associates Inc 112,452 43.27
1832 Asset Management L.P. 90,390 42.67
Rivernorth Capital Management, Llc 80,294 43.27
Steward Partners Investment Advisory, Llc 79,543 0.04
Advisor Group Holdings, Inc. 73,413 49.47
Cohen & Steers, Inc. 71,903 43.27

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
Morgan Stanley 1,134,544 43.27
Wells Fargo & Company/mn 509,484 43.27
PCEF - Invesco CEF Income Composite ETF 454,573 43.45
J.w. Cole Advisors, Inc. 430,756 0.02
Raymond James Financial Services Advisors, Inc. 417,285 43.27
Invesco Ltd. 382,068 43.27
Raymond James & Associates 373,085 43.27
Royal Bank Of Canada 347,405 43.27
Bank Of America Corp /de/ 335,613 43.27
Ameriprise Financial Inc 325,877 43.28
Karpus Management, Inc. 303,800 43.27
UBS Group AG 279,186 43.27
1607 Capital Partners, LLC 185,185 43.27
Southern Farm Bureau Life Insurance 177,868 43.27
Sit Investment Associates Inc 112,452 43.27
1832 Asset Management L.P. 90,390 42.67
Rivernorth Capital Management, Llc 80,294 43.27
Steward Partners Investment Advisory, Llc 79,543 0.04
Advisor Group Holdings, Inc. 73,413 49.47
Cohen & Steers, Inc. 71,903 43.27

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 1,271 32.26
Bogart Wealth, LLC 4
Name Shares PPS
Hennion & Walsh Asset Management, Inc. 19,343 43.27
Harbor Financial Services, Llc 7,285 52.16
Brookstone Capital Management 6,091 40.39
Sequoia Financial Advisors, LLC 5,901 43.21
Round Rock Advisors, LLC 5,150 43.30
Herold Advisors, Inc. 4,000 43270.00
Money Concepts Capital Corp 100 40.00
Koshinski Asset Management, Inc. 88 45.45
Tradewinds Capital Management, LLC 4
Avantax Advisory Services, Inc.
Strategic Blueprint, LLC
Shaker Financial Services, LLC
Tru Independence Asset Management 2, Llc
Virtu Financial LLC
Carroll Financial Associates, Inc.
HCINX - The Institutional International Equity Portfolio HC Strategic Shares
Gladstone Institutional Advisory LLC
Janney Montgomery Scott LLC
FNY Investment Advisers, LLC
Wolverine Asset Management Llc
AE Wealth Management LLC
Benchmark Financial Wealth Advisors, LLC
Plante Moran Financial Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Pinnacle Bancorp, Inc.
Centaurus Financial, Inc.
Weiss Asset Management LP
International Assets Investment Management, Llc
CoreCap Advisors, LLC
Masso Torrence Wealth Management Inc.
Confluence Wealth Services, Inc.
Bessemer Group Inc
Clough Capital Partners L P
PRW Wealth Management LLC
Jane Street Group, Llc
Citadel Advisors Llc
Arkadios Wealth Advisors
Newbridge Financial Services Group, Inc.
Nova R Wealth, Inc.
Ursa Fund Management, LLC
Sargent Bickham Lagudis LLC
Patten Group, Inc.
Lindbrook Capital, Llc
Proequities, Inc.
Quad-Cities Investment Group, LLC
City Of London Investment Management Co Ltd
Total Clarity Wealth Management, Inc.
Dorsey & Whitney Trust CO LLC
Segantii Capital Management Ltd
First Washington CORP
Capital Analysts, Inc.
Paragon Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
Millennium Management Llc
Yakira Capital Management, Inc.
Chemistry Wealth Management LLC
GWM Advisors LLC
Perigon Wealth Management, LLC
Keystone Financial Group
Hartland & Co., LLC
GM Advisory Group, Inc.
Northern Trust Corp
Sculptor Capital LP
Ahrens Investment Partners LLC
Johnson Financial Group, Inc.
Benjamin F. Edwards & Company, Inc.
Nations Financial Group Inc, /ia/ /adv
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 65,856 32.50 70,284 43.27
Commonwealth Equity Services, Llc 51,275 32.47 50,325 43.26
Access Financial Services, Inc. 33,547 32.49 66,261 43.27
Claraphi Advisory Network, LLC 20,296 32.47 20,765 43.29
Truist Financial Corp 14,487 32.51 14,252 43.29
Aurora Private Wealth, Inc. 12,668 32.52 8,480 43.28
Wedbush Securities Inc 11,718 32.51 6,059 43.24
Spire Wealth Management 8,224 32.47 8,446 43.22
Raymond James Trust N.a. 8,204 32.55 8,204 43.27
Harbor Investment Advisory, Llc 5,906 32.51 5,640 43.26
Geneos Wealth Management Inc. 400 32.50 400 42.50
JNBA Financial Advisors 359 33.43 359 44.57
Name Current Shares Current PPS Previous Shares Previous PPS
Trust Co Of Vermont 2,000 32.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wedbush Securities Inc 5,659 11,718 32.51 6,059 43.24 93.40
Aurora Private Wealth, Inc. 4,188 12,668 32.52 8,480 43.28 49.39
Trust Co Of Vermont 2,000 2,000 32.50 0 0.00
Commonwealth Equity Services, Llc 950 51,275 32.47 50,325 43.26 1.89
Harbor Investment Advisory, Llc 266 5,906 32.51 5,640 43.26 4.72
Truist Financial Corp 235 14,487 32.51 14,252 43.29 1.65
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Access Financial Services, Inc. 32,714 33,547 32.49 66,261 43.27 -49.37
Cambridge Investment Research Advisors, Inc. 4,428 65,856 32.50 70,284 43.27 -6.30
Claraphi Advisory Network, LLC 469 20,296 32.47 20,765 43.29 -2.26
Spire Wealth Management 222 8,224 32.47 8,446 43.22 -2.63
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
Bogart Wealth, LLC 4
Name Shares PPS
Sequoia Financial Advisors, LLC 5,901 43.21
Tradewinds Capital Management, LLC 4
Hennion & Walsh Asset Management, Inc. 19,343 43.27
Round Rock Advisors, LLC 5,150 43.30
Money Concepts Capital Corp 100 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Commonwealth Equity Services, Llc 51,275 32.47 50,325 43.26
Access Financial Services, Inc. 33,547 32.49 66,261 43.27
Claraphi Advisory Network, LLC 20,296 32.47 20,765 43.29
Truist Financial Corp 14,487 32.51 14,252 43.29
Aurora Private Wealth, Inc. 12,668 32.52 8,480 43.28
Wedbush Securities Inc 11,718 32.51 6,059 43.24
Spire Wealth Management 8,224 32.47 8,446 43.22
Harbor Investment Advisory, Llc 5,906 32.51 5,640 43.26
Geneos Wealth Management Inc. 400 32.50 400 42.50
JNBA Financial Advisors 359 33.43 359 44.57
Name Current Shares Current PPS Previous Shares Previous PPS
Trust Co Of Vermont 2,000 32.50 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Wedbush Securities Inc 5,659 11,718 32.51 6,059 43.24 93.40
Aurora Private Wealth, Inc. 4,188 12,668 32.52 8,480 43.28 49.39
Trust Co Of Vermont 2,000 2,000 32.50 0 0.00
Commonwealth Equity Services, Llc 950 51,275 32.47 50,325 43.26 1.89
Harbor Investment Advisory, Llc 266 5,906 32.51 5,640 43.26 4.72
Truist Financial Corp 235 14,487 32.51 14,252 43.29 1.65
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Access Financial Services, Inc. 32,714 33,547 32.49 66,261 43.27 -49.37
Claraphi Advisory Network, LLC 469 20,296 32.47 20,765 43.29 -2.26
Spire Wealth Management 222 8,224 32.47 8,446 43.22 -2.63
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