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 128 18.00 17.64 17.56
Previous Quarter 150 20.00 19.59 19.47

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 10 76 60 3 27 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 1 0 0 0 0 0
Time New Institutions Out Averaged Down Averaged Up Added Shares Reduced Shares
Past Week 6 6 36 2 18 16
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 5,000 0.00 0.00 0 0.00 0.00
Previous Quarter 5,000 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 5,593,278
Morgan Stanley 4,950,121 17.64
UBS Group AG 1,638,790 17.64
Raymond James & Associates 1,111,837 17.64
Bank Of America Corp /de/ 958,152 17.64
Wells Fargo & Company/mn 660,964 17.64
1607 Capital Partners, LLC 564,930 17.64
Amplius Wealth Advisors, LLC 545,376 17.64
Raymond James Financial Services Advisors, Inc. 503,267 17.64
Lazard Asset Management Llc 339,495 17.64
Karpus Management, Inc. 332,853 19.59
Royal Bank Of Canada 276,229 17.64
LPL Financial LLC 208,589 17.64
Quantedge Capital Pte Ltd 192,600 17.64
First Republic Investment Management, Inc. 187,884 17.64
Smith, Moore & Co. 184,651 17.64
Bickling Financial Services, Inc. 180,786 17.65
City Of London Investment Management Co Ltd 180,470 17.62
Wolverine Asset Management Llc 175,888 17.64
Stifel Financial Corp 163,321 17.64

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 5,451,995 19.59
UBS Group AG 1,886,888 19.59
Raymond James & Associates 1,201,012 19.59
Bank Of America Corp /de/ 1,049,699 19.59
Amplius Wealth Advisors, LLC 716,516 19.59
Wells Fargo & Company/mn 627,461 19.59
1607 Capital Partners, LLC 570,030 19.59
Raymond James Financial Services Advisors, Inc. 519,333 19.59
Lazard Asset Management Llc 339,495 19.59
Karpus Management, Inc. 332,853 19.59
Mangrove Partners 298,853 19.59
Royal Bank Of Canada 258,776 19.59
LPL Financial LLC 195,813 19.59
Bickling Financial Services, Inc. 183,689 19.59
Quantedge Capital Pte Ltd 183,231 19.59
Wolverine Asset Management Llc 173,992 19.59
First Republic Investment Management, Inc. 169,309 19.59
Smith, Moore & Co. 166,036 19.59
Stifel Financial Corp 164,669 19.59
Rockefeller Capital Management L.P. 154,663 19.58

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 5,593,278
Regent Peak Wealth Advisors LLC 46,590 17.62
Dakota Wealth Management 23,985 17.68
Cohen & Steers, Inc. 22,390 17.64
National Asset Management, Inc. 12,897 17.68
Selective Wealth Management, Inc. 1,468 17.71
Crewe Advisors LLC 1,220 18.03
Wipfli Financial Advisors Llc, 800
Advanced Research Investment Solutions, Llc 525
Meeder Asset Management Inc 115 17.39
Name Shares PPS
Mangrove Partners 298,853 19.59
Access Financial Services, Inc. 48,399 19.59
Advisors Asset Management, Inc. 41,754 19.59
FCEF - First Trust CEF Income Opportunity ETF 30,813 28.56
Claraphi Advisory Network, LLC 18,728 19.60
Hightower 6M Holding, LLC 17,458 19.59
D.a. Davidson & Co. 15,497 19.62
Lincoln National Corp 14,696 19.60
Fortis Advisors, LLC 10,795 19.55
Ahrens Investment Partners LLC 5,800 19.66
Retirement Group, LLC 1,976 19.74
NEXT Financial Group, Inc 1,675 38.81
Sargent Bickham Lagudis LLC 753 19.92
Cwm, Llc 440 20.45
Money Concepts Capital Corp 375 18.67
Bessemer Group Inc 308 19.48
Sugarloaf Wealth Management, LLC 116 17.24
Citigroup Inc 110 18.18
Spire Wealth Management 100 20.00
Key FInancial Inc 60 16.67
BDO Wealth Advisors, LLC 21
Sterling Investment Advisors, Ltd. 6
First Command Financial Services, Inc.
Change Path, LLC
Jpmorgan Chase & Co
FNY Investment Advisers, LLC
Gladstone Institutional Advisory LLC
Claudia M.p. Batlle, Crp (r) Llc
Commerce Bank
Smart Portfolios, LLC
Ellevest, Inc.
Umb Bank N A/mo
Golden State Equity Partners
Arkadios Wealth Advisors
1832 Asset Management L.P.
55i, Llc
Confluence Wealth Services, Inc.
Farmers Trust Co
Proequities, Inc.
Keystone Wealth Partners
Signet Financial Management, Llc
Castleview Partners, Llc
Howe & Rusling Inc
Bank of New York Mellon Corp
Envestnet Asset Management Inc
Element Pointe Advisors, Llc
Barclays Plc
Wealth Quarterback LLC
Tower Research Capital LLC (TRC)
ShoreHaven Wealth Partners, LLC
CFS Investment Advisory Services, LLC
Waddell & Associates, Llc
International Assets Investment Management, Llc
Moors & Cabot, Inc.
Koshinski Asset Management, Inc.
Icon Wealth Partners, LLC
Future Financial Wealth Managment LLC
Mv Capital Management, Inc.
Harbour Investments, Inc.
Keudell/Morrison Wealth Management
IFG Advisory, LLC
Tranquility Partners, LLC
First Command Bank
Barrett Asset Management, LLC
Fmr Llc
Laidlaw Wealth Management LLC
Susquehanna International Group, Llp
Shufro Rose & Co Llc
U.S. Capital Wealth Advisors, LLC
True North Advisors, LLC
FourThought Financial, LLC
Atria Wealth Solutions, Inc.
Huntington National Bank
Tru Independence Asset Management 2, Llc
Leisure Capital Management
Kestra Advisory Services, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 4,950,121 17.64 5,451,995 19.59
UBS Group AG 1,638,790 17.64 1,886,888 19.59
Raymond James & Associates 1,111,837 17.64 1,201,012 19.59
Bank Of America Corp /de/ 958,152 17.64 1,049,699 19.59
Wells Fargo & Company/mn 660,964 17.64 627,461 19.59
1607 Capital Partners, LLC 564,930 17.64 570,030 19.59
Amplius Wealth Advisors, LLC 545,376 17.64 716,516 19.59
Raymond James Financial Services Advisors, Inc. 503,267 17.64 519,333 19.59
Lazard Asset Management Llc 339,495 17.64 339,495 19.59
Royal Bank Of Canada 276,229 17.64 258,776 19.59
LPL Financial LLC 208,589 17.64 195,813 19.59
Quantedge Capital Pte Ltd 192,600 17.64 183,231 19.59
First Republic Investment Management, Inc. 187,884 17.64 169,309 19.59
Smith, Moore & Co. 184,651 17.64 166,036 19.59
Bickling Financial Services, Inc. 180,786 17.65 183,689 19.59
City Of London Investment Management Co Ltd 180,470 17.62 139,476 19.54
Wolverine Asset Management Llc 175,888 17.64 173,992 19.59
Stifel Financial Corp 163,321 17.64 164,669 19.59
Rockefeller Capital Management L.P. 144,701 17.64 154,663 19.58
Steward Partners Investment Advisory, Llc 131,359 0.02 122,705 0.02
Name Current Shares Current PPS Previous Shares Previous PPS
Logan Stone Capital, LLC 16,412 17.67 0
Sugarloaf Wealth Management, LLC 119 25.21 116 17.24
Thomas J. Herzfeld Advisors, Inc. 100 20.00 127,614 19.59
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
City Of London Investment Management Co Ltd 40,994 180,470 17.62 139,476 19.54 29.39
Wells Fargo & Company/mn 33,503 660,964 17.64 627,461 19.59 5.34
Pnc Financial Services Group, Inc. 21,441 29,862 17.65 8,421 19.59 254.61
Smith, Moore & Co. 18,615 184,651 17.64 166,036 19.59 11.21
First Republic Investment Management, Inc. 18,575 187,884 17.64 169,309 19.59 10.97
Royal Bank Of Canada 17,453 276,229 17.64 258,776 19.59 6.74
Logan Stone Capital, LLC 16,412 16,412 17.67 0 0.00
Advisor Group Holdings, Inc. 12,992 59,453 17.64 46,461 19.63 27.96
LPL Financial LLC 12,776 208,589 17.64 195,813 19.59 6.52
Ameriprise Financial Inc 11,086 44,896 17.64 33,810 19.61 32.79
Cetera Advisor Networks LLC 9,650 23,304 17.64 13,654 19.55 70.68
Quantedge Capital Pte Ltd 9,369 192,600 17.64 183,231 19.59 5.11
Steward Partners Investment Advisory, Llc 8,654 131,359 0.02 122,705 0.02 7.05
Oppenheimer & Co Inc 3,784 63,554 17.64 59,770 19.59 6.33
NewEdge Wealth, LLC 3,272 23,449 17.66 20,177 19.58 16.22
Commonwealth Equity Services, Llc 1,940 54,429 17.64 52,489 19.59 3.70
Wolverine Asset Management Llc 1,896 175,888 17.64 173,992 19.59 1.09
Wedbush Securities Inc 1,267 39,919 17.64 38,652 19.59 3.28
Transcend Wealth Collective, Llc 540 35,093 17.64 34,553 19.59 1.56
Creative Planning 528 13,028 17.65 12,500 19.60 4.22
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 501,874 4,950,121 17.64 5,451,995 19.59 -9.21
UBS Group AG 248,098 1,638,790 17.64 1,886,888 19.59 -13.15
Amplius Wealth Advisors, LLC 171,140 545,376 17.64 716,516 19.59 -23.89
Thomas J. Herzfeld Advisors, Inc. 127,514 100 20.00 127,614 19.59 -99.92
Bank Of America Corp /de/ 91,547 958,152 17.64 1,049,699 19.59 -8.72
Raymond James & Associates 89,175 1,111,837 17.64 1,201,012 19.59 -7.42
Raymond James Financial Services Advisors, Inc. 16,066 503,267 17.64 519,333 19.59 -3.09
Rockefeller Capital Management L.P. 9,962 144,701 17.64 154,663 19.58 -6.44
Janney Montgomery Scott LLC 9,922 84,042 17.65 93,964 20.64 -10.56
Invesco Ltd. 9,729 33,709 17.65 43,438 19.59 -22.40
Landscape Capital Management, L.l.c. 5,114 98,619 17.64 103,733 19.59 -4.93
1607 Capital Partners, LLC 5,100 564,930 17.64 570,030 19.59 -0.89
Qube Research & Technologies Ltd 4,300 11,269 17.66 15,569 19.59 -27.62
Cetera Advisors LLC 4,139 10,719 17.63 14,858 19.59 -27.86
Bickling Financial Services, Inc. 2,903 180,786 17.65 183,689 19.59 -1.58
First Trust Advisors Lp 1,865 22,140 17.66 24,005 19.58 -7.77
Stifel Financial Corp 1,348 163,321 17.64 164,669 19.59 -0.82
Us Bancorp \de\ 1,196 10,909 17.69 12,105 19.58 -9.88
Litman Gregory Asset Management LLC 945 15,417 17.64 16,362 19.62 -5.78
Mariner, LLC 888 13,362 17.66 14,250 19.58 -6.23
Name Current Puts
Name Current Calls
Name
Name Previous Puts
Name Previous Calls
Name

 

Name Increased Puts Current Puts Previous Puts Percentage Increase
Sugarloaf Wealth Management, LLC 3 119 116 2.59
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
Regent Peak Wealth Advisors LLC 46,590 17.62
Dakota Wealth Management 23,985 17.68
Cohen & Steers, Inc. 22,390 17.64
National Asset Management, Inc. 12,897 17.68
Crewe Advisors LLC 1,220 18.03
Meeder Asset Management Inc 115 17.39
Name Shares PPS
Bessemer Group Inc 308 19.48
Citigroup Inc 110 18.18
Retirement Group, LLC 1,976 19.74
Fortis Advisors, LLC 10,795 19.55
Claraphi Advisory Network, LLC 18,728 19.60
Mangrove Partners 298,853 19.59
Name Current Shares Current PPS Previous Shares Previous PPS
Morgan Stanley 4,950,121 17.64 5,451,995 19.59
UBS Group AG 1,638,790 17.64 1,886,888 19.59
Bank Of America Corp /de/ 958,152 17.64 1,049,699 19.59
Wells Fargo & Company/mn 660,964 17.64 627,461 19.59
1607 Capital Partners, LLC 564,930 17.64 570,030 19.59
Amplius Wealth Advisors, LLC 545,376 17.64 716,516 19.59
Lazard Asset Management Llc 339,495 17.64 339,495 19.59
Royal Bank Of Canada 276,229 17.64 258,776 19.59
LPL Financial LLC 208,589 17.64 195,813 19.59
Quantedge Capital Pte Ltd 192,600 17.64 183,231 19.59
Smith, Moore & Co. 184,651 17.64 166,036 19.59
Bickling Financial Services, Inc. 180,786 17.65 183,689 19.59
City Of London Investment Management Co Ltd 180,470 17.62 139,476 19.54
Wolverine Asset Management Llc 175,888 17.64 173,992 19.59
Stifel Financial Corp 163,321 17.64 164,669 19.59
Steward Partners Investment Advisory, Llc 131,359 0.02 122,705 0.02
Oppenheimer & Co Inc 63,554 17.64 59,770 19.59
Advisor Group Holdings, Inc. 59,453 17.64 46,461 19.63
Commonwealth Equity Services, Llc 54,429 17.64 52,489 19.59
Ameriprise Financial Inc 44,896 17.64 33,810 19.61
Invesco Ltd. 33,709 17.65 43,438 19.59
Pnc Financial Services Group, Inc. 29,862 17.65 8,421 19.59
Sentinel Trust Co Lba 23,960 17.65 23,960 19.57
NewEdge Wealth, LLC 23,449 17.66 20,177 19.58
Cetera Advisor Networks LLC 23,304 17.64 13,654 19.55
First Trust Advisors Lp 22,140 17.66 24,005 19.58
Mariner, LLC 13,362 17.66 14,250 19.58
Qube Research & Technologies Ltd 11,269 17.66 15,569 19.59
Cetera Advisors LLC 10,719 17.63 14,858 19.59
Blue Bell Private Wealth Management, Llc 10,243 17.67 10,843 19.55
Parallel Advisors, LLC 6,487 17.57 6,902 19.56
BlackRock Inc. 5,000 17.60 5,000 19.60
Covington Capital Management 2,999 17.67 2,999 19.67
Ellis Investment Partners, LLC 2,813 17.42 2,732 19.40
Aspire Private Capital, LLC 1,567 17.87 1,522 19.71
Hartland & Co., LLC 1,322 17.40 1,322 19.67
Name Current Shares Current PPS Previous Shares Previous PPS
Logan Stone Capital, LLC 16,412 17.67 0
Thomas J. Herzfeld Advisors, Inc. 100 20.00 127,614 19.59
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
City Of London Investment Management Co Ltd 40,994 180,470 17.62 139,476 19.54 29.39
Wells Fargo & Company/mn 33,503 660,964 17.64 627,461 19.59 5.34
Pnc Financial Services Group, Inc. 21,441 29,862 17.65 8,421 19.59 254.61
Smith, Moore & Co. 18,615 184,651 17.64 166,036 19.59 11.21
Royal Bank Of Canada 17,453 276,229 17.64 258,776 19.59 6.74
Logan Stone Capital, LLC 16,412 16,412 17.67 0 0.00
Advisor Group Holdings, Inc. 12,992 59,453 17.64 46,461 19.63 27.96
LPL Financial LLC 12,776 208,589 17.64 195,813 19.59 6.52
Ameriprise Financial Inc 11,086 44,896 17.64 33,810 19.61 32.79
Cetera Advisor Networks LLC 9,650 23,304 17.64 13,654 19.55 70.68
Quantedge Capital Pte Ltd 9,369 192,600 17.64 183,231 19.59 5.11
Steward Partners Investment Advisory, Llc 8,654 131,359 0.02 122,705 0.02 7.05
Oppenheimer & Co Inc 3,784 63,554 17.64 59,770 19.59 6.33
NewEdge Wealth, LLC 3,272 23,449 17.66 20,177 19.58 16.22
Commonwealth Equity Services, Llc 1,940 54,429 17.64 52,489 19.59 3.70
Wolverine Asset Management Llc 1,896 175,888 17.64 173,992 19.59 1.09
Ellis Investment Partners, LLC 81 2,813 17.42 2,732 19.40 2.96
Aspire Private Capital, LLC 45 1,567 17.87 1,522 19.71 2.96
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Morgan Stanley 501,874 4,950,121 17.64 5,451,995 19.59 -9.21
UBS Group AG 248,098 1,638,790 17.64 1,886,888 19.59 -13.15
Amplius Wealth Advisors, LLC 171,140 545,376 17.64 716,516 19.59 -23.89
Thomas J. Herzfeld Advisors, Inc. 127,514 100 20.00 127,614 19.59 -99.92
Bank Of America Corp /de/ 91,547 958,152 17.64 1,049,699 19.59 -8.72
Invesco Ltd. 9,729 33,709 17.65 43,438 19.59 -22.40
1607 Capital Partners, LLC 5,100 564,930 17.64 570,030 19.59 -0.89
Qube Research & Technologies Ltd 4,300 11,269 17.66 15,569 19.59 -27.62
Cetera Advisors LLC 4,139 10,719 17.63 14,858 19.59 -27.86
Bickling Financial Services, Inc. 2,903 180,786 17.65 183,689 19.59 -1.58
First Trust Advisors Lp 1,865 22,140 17.66 24,005 19.58 -7.77
Stifel Financial Corp 1,348 163,321 17.64 164,669 19.59 -0.82
Mariner, LLC 888 13,362 17.66 14,250 19.58 -6.23
Blue Bell Private Wealth Management, Llc 600 10,243 17.67 10,843 19.55 -5.53
Parallel Advisors, LLC 415 6,487 17.57 6,902 19.56 -6.01
Wagner Wealth Management, Llc 150 100 20.00 250 20.00 -60.00
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