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 123 20.00 20.88 20.40
Previous Quarter 127 20.00 20.88 20.46

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 33 8 1 2 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 1 8 1 2 4
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 24,000 0.05 0.04
Previous Quarter 0 0.00 0.00 24,000 0.05 0.04

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
Fort Pitt Capital Group, Llc 2,017,951 20.88
Morgan Stanley 799,521 20.88
Wells Fargo & Company/mn 580,845 20.88
PCEF - Invesco CEF Income Composite ETF 552,314 20.19
Invesco Ltd. 542,707 20.88
Raymond James & Associates 451,078 20.88
Raymond James Financial Services Advisors, Inc. 447,427 20.88
Royal Bank Of Canada 416,025 20.88
UBS Group AG 390,691 20.88
Bank Of America Corp /de/ 353,908 20.88
Advisors Asset Management, Inc. 283,627 20.88
Advisor Group Holdings, Inc. 255,542 18.54
Stifel Financial Corp 245,490 20.88
Guggenheim Capital Llc 218,655 20.88
Cohen & Steers, Inc. 167,130 20.88
1607 Capital Partners, LLC 97,461 20.88
Cambridge Investment Research Advisors, Inc. 77,481 17.58
U.S. Capital Wealth Advisors, LLC 75,300 20.88
J.w. Cole Advisors, Inc. 69,408 0.04
Ameriprise Financial Inc 63,995 20.88

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
Fort Pitt Capital Group, Llc 2,017,951 20.88
Morgan Stanley 799,521 20.88
Wells Fargo & Company/mn 580,845 20.88
PCEF - Invesco CEF Income Composite ETF 552,314 20.19
Invesco Ltd. 542,707 20.88
Raymond James & Associates 451,078 20.88
Raymond James Financial Services Advisors, Inc. 447,427 20.88
Royal Bank Of Canada 416,025 20.88
UBS Group AG 390,691 20.88
Bank Of America Corp /de/ 353,908 20.88
Advisors Asset Management, Inc. 283,627 20.88
Advisor Group Holdings, Inc. 255,542 18.54
Stifel Financial Corp 245,490 20.88
Guggenheim Capital Llc 218,655 20.88
Cohen & Steers, Inc. 167,130 20.88
1607 Capital Partners, LLC 97,461 20.88
Cambridge Investment Research Advisors, Inc. 80,379 20.88
U.S. Capital Wealth Advisors, LLC 75,300 20.88
J.w. Cole Advisors, Inc. 69,408 0.04
Ameriprise Financial Inc 63,995 20.88

 

Recent Quarter Analysis

Name Shares PPS
ACG Wealth 906 17.66
Name Shares PPS
Ameritas Investment Corp 10,865
Koshinski Asset Management, Inc. 1,728 20.83
Newbridge Financial Services Group, Inc.
Roble, Belko & Company, Inc
Pinnacle Bancorp, Inc.
CX Institutional
O'shaughnessy Asset Management, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Citigroup Inc
Chemistry Wealth Management LLC
Barrett Asset Management, LLC
Cwm, Llc
Truvestments Capital Llc
BRYN MAWR TRUST Co
Stillwater Capital Advisors, LLC
Karpus Management, Inc.
Kestra Private Wealth Services, Llc
Proequities, Inc.
Coastal Bridge Advisors, LLC
Huntington National Bank
Northern Trust Corp
Arkadios Wealth Advisors
Gradient Investments LLC
OTA Financial Group L.P.
Brown Brothers Harriman & Co
Wealthspire Advisors, LLC
Trust Co Of Vermont
RGT Wealth Advisors, LLC
Cetera Advisors LLC
HighTower Advisors, LLC
Rather & Kittrell, Inc.
Gerber Kawasaki Wealth & Investment Management
Confluence Wealth Services, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 77,481 17.58 80,379 20.88
Private Advisor Group, LLC 33,140 17.59 31,680 20.90
David J Yvars Group 31,905 17.83 33,597 20.89
Innova Wealth Partners 16,435 17.58 16,685 20.86
Allworth Financial LP 5,600 17.50 5,600 20.89
Webster Bank, N. A. 3,058 17.66 3,058 20.93
BerganKDV Wealth Management, LLC 2,367 17.74 2,367 20.70
RWM Asset Management, LLC 950 17.89 1,300 20.77
Name Current Shares Current PPS Previous Shares Previous PPS
Sugarloaf Wealth Management, LLC 1,365 17.58 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 1,460 33,140 17.59 31,680 20.90 4.61
Sugarloaf Wealth Management, LLC 1,365 1,365 17.58 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,898 77,481 17.58 80,379 20.88 -3.61
David J Yvars Group 1,692 31,905 17.83 33,597 20.89 -5.04
RWM Asset Management, LLC 350 950 17.89 1,300 20.77 -26.92
Innova Wealth Partners 250 16,435 17.58 16,685 20.86 -1.50
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
ACG Wealth 906 17.66
Name Shares PPS
Koshinski Asset Management, Inc. 1,728 20.83
Name Current Shares Current PPS Previous Shares Previous PPS
Cambridge Investment Research Advisors, Inc. 77,481 17.58 80,379 20.88
Private Advisor Group, LLC 33,140 17.59 31,680 20.90
David J Yvars Group 31,905 17.83 33,597 20.89
Innova Wealth Partners 16,435 17.58 16,685 20.86
Allworth Financial LP 5,600 17.50 5,600 20.89
Webster Bank, N. A. 3,058 17.66 3,058 20.93
BerganKDV Wealth Management, LLC 2,367 17.74 2,367 20.70
RWM Asset Management, LLC 950 17.89 1,300 20.77
Name Current Shares Current PPS Previous Shares Previous PPS
Sugarloaf Wealth Management, LLC 1,365 17.58 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Private Advisor Group, LLC 1,460 33,140 17.59 31,680 20.90 4.61
Sugarloaf Wealth Management, LLC 1,365 1,365 17.58 0 0.00
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Cambridge Investment Research Advisors, Inc. 2,898 77,481 17.58 80,379 20.88 -3.61
David J Yvars Group 1,692 31,905 17.83 33,597 20.89 -5.04
RWM Asset Management, LLC 350 950 17.89 1,300 20.77 -26.92
Innova Wealth Partners 250 16,435 17.58 16,685 20.86 -1.50
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