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	187	208.00	26.03	74.22
Previous Quarter	203	196.00	26.03	70.68

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	56	14	0	4	8
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	2	12	0	4	6
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	40	0.00	0.00	0	0.00	0.00
Previous Quarter	40	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
Charles Schwab Investment Management Inc	2,461,867	26.03
Perella Weinberg Partners Capital Management LP	2,008,742	26.03
MD Financial Management Inc.	1,856,899	28.27
Bank Of America Corp /de/	1,646,708	26.03
Envestnet Asset Management Inc	1,363,041	26.03
Checchi Capital Advisers, LLC	981,245	26.03
1832 Asset Management L.P.	745,664	25.67
Morgan Stanley	601,625	26.03
Creative Planning	601,312	26.03
Manufacturers Life Insurance Company, The	500,829	26.03
Money Design Co.,Ltd.	430,178	23.16
Assetmark, Inc	339,647	26.03
Wells Fargo & Company/mn	325,475	26.03
LPL Financial LLC	250,918	26.03
Peak Financial Management, Inc.	248,858	26.03
UBS Group AG	207,430	26.03
Leuthold Group, Llc	201,476	26.03
GAL - SPDR SSGA Global Allocation ETF	197,701	26.03
Baron Financial Group, LLC	183,955	26.03
Mackenzie Financial Corp	173,005	26.03

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
Charles Schwab Investment Management Inc	2,461,867	26.03
Perella Weinberg Partners Capital Management LP	2,008,742	26.03
MD Financial Management Inc.	1,856,899	28.27
Bank Of America Corp /de/	1,646,708	26.03
Envestnet Asset Management Inc	1,363,041	26.03
Checchi Capital Advisers, LLC	981,245	26.03
1832 Asset Management L.P.	745,664	25.67
Cambridge Investment Research Advisors, Inc.	691,879	26.03
Morgan Stanley	601,625	26.03
Creative Planning	601,312	26.03
Manufacturers Life Insurance Company, The	500,829	26.03
QAI - IQ Hedge Multi-Strategy Tracker ETF	492,684	28.58
Money Design Co.,Ltd.	441,642	26.03
Assetmark, Inc	339,647	26.03
Wells Fargo & Company/mn	325,475	26.03
LPL Financial LLC	250,918	26.03
Peak Financial Management, Inc.	248,858	26.03
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class	245,676	28.73
UBS Group AG	207,430	26.03
Leuthold Group, Llc	201,476	26.03

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Cassaday & Co Inc.	0

Recent Quarter 56 Institutes closed out their positions

Name	Shares	PPS
Cambridge Investment Research Advisors, Inc.	691,879	26.03
QAI - IQ Hedge Multi-Strategy Tracker ETF	492,684	28.58
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class	245,676	28.73
Legacy Private Trust Co.	8,235	25.99
Bnp Paribas Arbitrage, Sa	413	29.06
Vigilant Capital Management, LLC	161	24.84
IFP Advisors, Inc	88	34.09
BerganKDV Wealth Management, LLC	67	29.85
Lowe Wealth Advisors, LLC	21	47.62
Heritage Wealth Management, Llc	18	55.56
Sowell Financial Services LLC
Liberty Wealth Management Llc
First Horizon Advisors, Inc.
Red Door Wealth Management, LLC
Putnam Fl Investment Management Co
Strategic Blueprint, LLC
Farmers & Merchants Investments Inc
Henrickson Nauta Wealth Advisors, Inc.
Signet Financial Management, Llc
Chilton Capital Management Llc
Creative Financial Designs Inc /adv
Bradley & Co. Private Wealth Management, LLC
Proequities, Inc.
Veritable, L.P.
Essex Savings Bank
Mcdonald Partners Llc
Capital Investment Advisory Services, LLC
Two Sigma Securities, Llc
Private Capital Group, LLC
Elmwood Wealth Management, Inc.
Howe & Rusling Inc
Lakeview Capital Partners, LLC
Bell Investment Advisors, Inc
CoreCap Advisors, LLC
Matrix Private Capital Group Llc
Park Avenue Securities Llc
First National Corp /ma/ /adv
Barclays Plc
Sigma Planning Corp
Biltmore Family Office, LLC
Absolute Capital Management, LLC
Bedel Financial Consulting, Inc.
Old Mission Capital Llc
First Merchants Corp
Capital Asset Advisory Services LLC
Qube Research & Technologies Ltd
Elevated Capital Advisors, LLC
Jackson Creek Investment Advisors LLC
Captrust Financial Advisors
Gradient Investments LLC
Advisory Services Network, LLC
SRS Capital Advisors, Inc.
Huntington National Bank
Reilly Financial Advisors, Llc
Sage Mountain Advisors LLC
Geneos Wealth Management Inc.

Recent Quarter 14 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	430,178	23.16	441,642	26.03
Pure Financial Advisors, Inc.	48,665	23.16	136,815	26.03
Eclectic Associates Inc /adv	20,773	23.16	13,864	26.04
Brookstone Capital Management	16,651	22.82	36,624	25.01
Parkside Advisors LLC	12,924	23.14	12,919	26.01
Upper Left Wealth Management, LLC	9,662	26.91	10,468	29.04
Tsfg, Llc	4,608	23.22	6,730	26.00
First National Bank of South Miami	4,593	23.08	5,318	25.95
Newbridge Financial Services Group, Inc.	2,462	23.15	2,459	26.03
SOA Wealth Advisors, LLC.	1,221	22.93	1,218	25.45
Allworth Financial LP	1,061	23.56	1,121	25.87
Mascoma Wealth Management LLC	405	22.22	405	27.16
Pinnacle Bancorp, Inc.	300	23.33	300	26.67
Sargent Bickham Lagudis LLC	18		557	25.13

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Eclectic Associates Inc /adv	6,909	20,773	23.16	13,864	26.04	49.83
Parkside Advisors LLC	5	12,924	23.14	12,919	26.01	0.04
Newbridge Financial Services Group, Inc.	3	2,462	23.15	2,459	26.03	0.12
SOA Wealth Advisors, LLC.	3	1,221	22.93	1,218	25.45	0.25

Recent Quarter 8 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Pure Financial Advisors, Inc.	88,150	48,665	23.16	136,815	26.03	-64.43
Brookstone Capital Management	19,973	16,651	22.82	36,624	25.01	-54.54
Money Design Co.,Ltd.	11,464	430,178	23.16	441,642	26.03	-2.60
Tsfg, Llc	2,122	4,608	23.22	6,730	26.00	-31.53
Upper Left Wealth Management, LLC	806	9,662	26.91	10,468	29.04	-7.70
First National Bank of South Miami	725	4,593	23.08	5,318	25.95	-13.63
Sargent Bickham Lagudis LLC	539	18		557	25.13	-96.77
Allworth Financial LP	60	1,061	23.56	1,121	25.87	-5.35

Recent Quarter 0 New Institutes added Put Positions

Name	Current Puts

Recent Quarter 0 New Institutes added Call Positions

Name	Current Calls

Recent Quarter 0 New Institutes added Short Position

Name

Recent Quarter 0 Previous Institutes closed Put Positions

Name	Previous Puts

Recent Quarter 0 Previous Institutes closed Call Positions

Name	Previous Calls

Recent Quarter 0 Previous Institutes closed Short Position

Name

Recent Quarter 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Recent Quarter 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Recent Quarter 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Recent Quarter 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percentage Decrease

Recent Quarter 0 Institutes Reduced Short Positions

Name

Past Week Analysis

Past Week 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
BerganKDV Wealth Management, LLC	67	29.85
Cambridge Investment Research Advisors, Inc.	691,879	26.03

Past Week 12 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Money Design Co.,Ltd.	430,178	23.16	441,642	26.03
Eclectic Associates Inc /adv	20,773	23.16	13,864	26.04
Brookstone Capital Management	16,651	22.82	36,624	25.01
Parkside Advisors LLC	12,924	23.14	12,919	26.01
Tsfg, Llc	4,608	23.22	6,730	26.00
First National Bank of South Miami	4,593	23.08	5,318	25.95
Newbridge Financial Services Group, Inc.	2,462	23.15	2,459	26.03
SOA Wealth Advisors, LLC.	1,221	22.93	1,218	25.45
Allworth Financial LP	1,061	23.56	1,121	25.87
Mascoma Wealth Management LLC	405	22.22	405	27.16
Pinnacle Bancorp, Inc.	300	23.33	300	26.67
Sargent Bickham Lagudis LLC	18		557	25.13

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Eclectic Associates Inc /adv	6,909	20,773	23.16	13,864	26.04	49.83
Parkside Advisors LLC	5	12,924	23.14	12,919	26.01	0.04
SOA Wealth Advisors, LLC.	3	1,221	22.93	1,218	25.45	0.25
Newbridge Financial Services Group, Inc.	3	2,462	23.15	2,459	26.03	0.12

Past Week 6 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Brookstone Capital Management	19,973	16,651	22.82	36,624	25.01	-54.54
Money Design Co.,Ltd.	11,464	430,178	23.16	441,642	26.03	-2.60
Tsfg, Llc	2,122	4,608	23.22	6,730	26.00	-31.53
First National Bank of South Miami	725	4,593	23.08	5,318	25.95	-13.63
Sargent Bickham Lagudis LLC	539	18		557	25.13	-96.77
Allworth Financial LP	60	1,061	23.56	1,121	25.87	-5.35

Past Week 0 New Institutes added Put Positions

Name	Current Puts

Past Week 0 New Institutes added Call Positions

Name	Current Calls

Past Week 0 New Institutes added Short Position

Name

Past Week 0 Previous Institutes closed Put Positions

Name	Previous Puts

Past Week 0 Previous Institutes closed Call Positions

Name	Previous Calls

Past Week 0 Previous Institutes closed Short Position

Name

Past Week 0 Institutes Increased Puts

Name	Increased Puts	Current Puts	Previous Puts	Percentage Increase

Past Week 0 Institutes Increased Calls

Name	Increased Calls	Current Calls	Previous Calls	Percentage Increase

Recent Quarter 0 Institutes Increased Short Positions

Name

Past Week 0 Institutes Reduced Puts

Name	Reduced Puts	Current Puts	Previous Puts	Percent Decrease

Past Week 0 Institutes Reduced Calls

Name	Reduced Calls	Current Calls	Previous Calls	Percent Decrease

Past Week 0 Institutes Reduced Short Positions

Name