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 42 88.00 57.99 64.30
Previous Quarter 43 82.00 57.99 62.10

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 0 18 1 0 0 1
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 1 0 0 1
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
Susquehanna International Group, Llp 76,632 57.86
Jane Street Group, Llc 67,223 57.99
Royal Bank Of Canada 41,355 57.99
LPL Financial LLC 34,497 57.98
Commonwealth Equity Services, Llc 30,906 57.98
Sigma Planning Corp 20,051 58.00
Citadel Advisors Llc 17,049 57.83
Flow Traders U.s. Llc 16,919 57.86
Envestnet Asset Management Inc 16,399 57.99
Morgan Stanley 15,460 57.96
Raymond James & Associates 13,857 57.95
Belvedere Trading LLC 12,200 54.10
Arkadios Wealth Advisors 5,629
Coldstream Capital Management Inc 3,800 57.89
Advisor Group Holdings, Inc. 3,752 714.82
Stifel Financial Corp 3,717 58.11
Joseph P. Lucia & Associates, LLC 3,543 57.86
Fmr Llc 1,009 57.48
Pacific Center for Financial Services 688 58.14
Bank Of Montreal /can/ 621 59.58

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
Susquehanna International Group, Llp 76,632 57.86
Jane Street Group, Llc 67,223 57.99
Royal Bank Of Canada 41,355 57.99
LPL Financial LLC 34,497 57.98
Commonwealth Equity Services, Llc 30,906 57.98
Sigma Planning Corp 20,051 58.00
Citadel Advisors Llc 17,049 57.83
Flow Traders U.s. Llc 16,919 57.86
Envestnet Asset Management Inc 16,399 57.99
Morgan Stanley 15,460 57.96
Raymond James & Associates 13,857 57.95
Arkadios Wealth Advisors 12,960 0.08
Belvedere Trading LLC 12,200 54.10
Cambridge Investment Research Advisors, Inc. 4,621 58.00
Coldstream Capital Management Inc 3,800 57.89
Advisor Group Holdings, Inc. 3,752 714.82
Stifel Financial Corp 3,717 58.11
Pennsylvania Capital Management Inc /adv 3,567 58.03
Joseph P. Lucia & Associates, LLC 3,543 57.86
Fmr Llc 1,009 57.48

 

Recent Quarter Analysis

Name Shares PPS
Name Shares PPS
Cambridge Investment Research Advisors, Inc. 4,621 58.00
Pennsylvania Capital Management Inc /adv 3,567 58.03
Northwestern Mutual Wealth Management Co
HBW Advisory Services LLC
Bogart Wealth, LLC
Capital Investment Advisory Services, LLC
Global Retirement Partners, LLC
Masso Torrence Wealth Management Inc.
Arlington Capital Management, Inc.
AE Wealth Management LLC
Barometer Capital Management Inc.
Proequities, Inc.
Flagship Harbor Advisors, Llc
Snowden Capital Advisors LLC
UBS Group AG
Koshinski Asset Management, Inc.
Eaton Vance Management
CIBC World Markets Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 5,629 12,960 0.08
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arkadios Wealth Advisors 7,331 5,629 12,960 0.08 -56.57
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
Pennsylvania Capital Management Inc /adv 3,567 58.03
Cambridge Investment Research Advisors, Inc. 4,621 58.00
Name Current Shares Current PPS Previous Shares Previous PPS
Arkadios Wealth Advisors 5,629 12,960 0.08
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Arkadios Wealth Advisors 7,331 5,629 12,960 0.08 -56.57
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