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 80 39.00 40.20 39.30
Previous Quarter 89 39.00 40.20 39.33

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 0 4 0
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 0 0 4 0 4 0
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 1,636,779 40.20
MORGAN STANLEY 1,608,130
Raymond James Financial Services Advisors, Inc. 406,593 40.20
Wells Fargo & Company/mn 358,231 40.20
Janney Montgomery Scott LLC 256,749 40.20
Bank Of America Corp /de/ 190,809 40.20
Royal Bank Of Canada 156,427 40.20
Raymond James & Associates 136,762 40.20
North Star Asset Management Inc 101,418 40.20
LPL Financial LLC 85,102 40.20
Fca Corp /tx 84,828 40.20
Steward Partners Investment Advisory, Llc 61,954 0.03
Stifel Financial Corp 58,412 40.20
UBS Group AG 30,224 40.20
Csenge Advisory Group 26,103 0.04
Commonwealth Equity Services, Llc 23,581 40.16
Peapack Gladstone Financial Corp 21,438 40.21
Lincoln National Corp 18,462 40.19
Cambridge Investment Research Advisors, Inc. 17,807 37.12
Ameriprise Financial Inc 16,868 40.19

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 1,636,779 40.20
Raymond James Financial Services Advisors, Inc. 406,593 40.20
Wells Fargo & Company/mn 358,231 40.20
Janney Montgomery Scott LLC 256,749 40.20
Bank Of America Corp /de/ 190,809 40.20
Royal Bank Of Canada 156,427 40.20
Raymond James & Associates 136,762 40.20
North Star Asset Management Inc 101,418 40.20
LPL Financial LLC 85,102 40.20
Fca Corp /tx 84,828 40.20
Steward Partners Investment Advisory, Llc 61,954 0.03
Stifel Financial Corp 58,412 40.20
UBS Group AG 30,224 40.20
Csenge Advisory Group 26,103 0.04
Commonwealth Equity Services, Llc 23,581 40.16
Peapack Gladstone Financial Corp 21,438 40.21
Lincoln National Corp 18,462 40.19
Ameriprise Financial Inc 16,868 40.19
Cambridge Investment Research Advisors, Inc. 16,517 40.20
National Asset Management, Inc. 16,370 40.26

 

Recent Quarter Analysis

Name Shares PPS
MORGAN STANLEY 1,608,130
Name Shares PPS
Carroll Financial Associates, Inc. 865 42.77
Bbva Usa 495 42.42
Wealth Quarterback LLC 420
Capital Investment Advisors, LLC
FNY Investment Advisers, LLC
First Trust Advisors Lp
American Research & Management Co.
GW&K Investment Management, LLC
Belpointe Asset Management LLC
PRW Wealth Management LLC
Hartland & Co., LLC
Community Bank of Raymore
Huntington National Bank
Widmann Financial Services, Inc.
Millennium Management Llc
CoreCap Advisors, LLC
Centaurus Financial, Inc.
Capital Analysts, Inc.
Total Clarity Wealth Management, Inc.
Confluence Wealth Services, Inc.
Proequities, Inc.
Camden Capital, LLC
Fmr Llc
Nicolet Bankshares Inc
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 17,807 37.12 16,517 40.20
Private Advisor Group, LLC 9,479 37.13 8,611 40.18
Allworth Financial LP 3,968 37.05 3,371 40.34
Sargent Bickham Lagudis LLC 300 36.67 200 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,290 17,807 37.12 16,517 40.20 7.81
Private Advisor Group, LLC 868 9,479 37.13 8,611 40.18 10.08
Allworth Financial LP 597 3,968 37.05 3,371 40.34 17.71
Sargent Bickham Lagudis LLC 100 300 36.67 200 40.00 50.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 17,807 37.12 16,517 40.20
Private Advisor Group, LLC 9,479 37.13 8,611 40.18
Allworth Financial LP 3,968 37.05 3,371 40.34
Sargent Bickham Lagudis LLC 300 36.67 200 40.00
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Cambridge Investment Research Advisors, Inc. 1,290 17,807 37.12 16,517 40.20 7.81
Private Advisor Group, LLC 868 9,479 37.13 8,611 40.18 10.08
Allworth Financial LP 597 3,968 37.05 3,371 40.34 17.71
Sargent Bickham Lagudis LLC 100 300 36.67 200 40.00 50.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
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