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 37 47.00 47.14 46.98
Previous Quarter 63 57.00 55.48 58.01

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 38 22 1 10 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 0 0 0 0 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
Equitable Holdings, Inc. 37,730 47.15
TNMAX - 1290 Multi-Alternative Strategies Fund Class A 26,190 39.02
SG Americas Securities, LLC 17,154 47.16
Patriot Investment Management Inc. 13,355 47.10
Anfield Capital Management, LLC 13,107 55.47
Bank Of America Corp /de/ 12,920 47.14
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 12,810 47.15
Beacon Financial Advisory LLC 11,442 47.19
LPL Financial LLC 11,138 47.14
Elevated Capital Advisors, LLC 10,098 47.14
Credit Suisse Ag/ 4,564 47.11
Susquehanna International Group, Llp 4,540 47.14
Cwm, Llc 4,237 47.20
Legend Financial Advisors, Inc. 3,441 68.88
Advisor Group Holdings, Inc. 1,894 46.99
UBS Group AG 1,318 47.04
Morgan Stanley 1,178 46.69
PSI Advisors, LLC 938 46.91
Benjamin F. Edwards & Company, Inc. 596 46.98
Albion Financial Group /ut 500 48.00

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 32,610 55.44
Equitable Holdings, Inc. 31,800 55.47
TNMAX - 1290 Multi-Alternative Strategies Fund Class A 19,030 69.36
LPL Financial LLC 14,787 55.45
Patriot Investment Management Inc. 13,724 55.45
Anfield Capital Management, LLC 13,107 55.47
DALT - Anfield Capital Diversified Alternatives ETF 13,005 69.36
Beacon Financial Advisory LLC 11,442 55.50
SG Americas Securities, LLC 11,224 55.42
Bank Of America Corp /de/ 11,001 55.54
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 10,490 55.48
Jane Street Group, Llc 8,435 55.48
Elevated Capital Advisors, LLC 8,114 68.77
UBS Group AG 5,635 55.55
Cetera Advisors LLC 3,635 55.57
Cwm, Llc 2,125 55.53
Advisor Group Holdings, Inc. 2,088 55.56
Morgan Stanley 1,388 55.48
PSI Advisors, LLC 938 55.44
Benjamin F. Edwards & Company, Inc. 586 54.61

 

Recent Quarter Analysis

Name Shares PPS
Credit Suisse Ag/ 4,564 47.11
Name Shares PPS
DALT - Anfield Capital Diversified Alternatives ETF 13,005 69.36
Jane Street Group, Llc 8,435 55.48
Cetera Advisors LLC 3,635 55.57
Parallel Advisors, LLC 111 54.05
Private Ocean, LLC
Envestnet Asset Management Inc
IFP Advisors, Inc
Modus Advisors, LLC
Mml Investors Services, Llc
Change Path, LLC
Mainstay Capital Management Llc /adv
Hrt Financial Lp
Raymond James Financial Services Advisors, Inc.
Alpha DNA Investment Management LLC
Sowell Financial Services LLC
Wintrust Investments Llc
Cornerstone Wealth Management, LLC
Cambridge Investment Research Advisors, Inc.
Raymond James & Associates
Level Four Advisory Services, Llc
Bank Of Montreal /can/
RiverTree Advisors, LLC
Koshinski Asset Management, Inc.
Csenge Advisory Group
Citadel Advisors Llc
Fifth Third Bancorp
Ameriprise Financial Inc
Ameritas Investment Corp
Belpointe Asset Management LLC
Glassman Wealth Services
Financial Advocates Investment Management
Proequities, Inc.
Fmr Llc
Harbour Investments, Inc.
Jaffetilchin Investment Partners, LLC
Titus Wealth Management
Jacobi Capital Management LLC
Carroll Financial Associates, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
Equitable Holdings, Inc. 37,730 47.15 31,800 55.47
TNMAX - 1290 Multi-Alternative Strategies Fund Class A 26,190 39.02 19,030 69.36
SG Americas Securities, LLC 17,154 47.16 11,224 55.42
Patriot Investment Management Inc. 13,355 47.10 13,724 55.45
Bank Of America Corp /de/ 12,920 47.14 11,001 55.54
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 12,810 47.15 10,490 55.48
Beacon Financial Advisory LLC 11,442 47.19 11,442 55.50
LPL Financial LLC 11,138 47.14 14,787 55.45
Elevated Capital Advisors, LLC 10,098 47.14 8,114 68.77
Susquehanna International Group, Llp 4,540 47.14 32,610 55.44
Cwm, Llc 4,237 47.20 2,125 55.53
Advisor Group Holdings, Inc. 1,894 46.99 2,088 55.56
UBS Group AG 1,318 47.04 5,635 55.55
Morgan Stanley 1,178 46.69 1,388 55.48
PSI Advisors, LLC 938 46.91 938 55.44
Benjamin F. Edwards & Company, Inc. 596 46.98 586 54.61
Albion Financial Group /ut 500 48.00 500 56.00
Royal Bank Of Canada 312 48.08 296 54.05
Rockefeller Capital Management L.P. 253 43.48 484 53.72
Parallel Advisors, LLC 111 45.05 111 54.05
Name Current Shares Current PPS Previous Shares Previous PPS
Legend Financial Advisors, Inc. 3,441 68.88 0
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
TNMAX - 1290 Multi-Alternative Strategies Fund Class A 7,160 26,190 39.02 19,030 69.36 37.62
Equitable Holdings, Inc. 5,930 37,730 47.15 31,800 55.47 18.65
SG Americas Securities, LLC 5,930 17,154 47.16 11,224 55.42 52.83
Legend Financial Advisors, Inc. 3,441 3,441 68.88 0 0.00
EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 2,320 12,810 47.15 10,490 55.48 22.12
Cwm, Llc 2,112 4,237 47.20 2,125 55.53 99.39
Elevated Capital Advisors, LLC 1,984 10,098 47.14 8,114 68.77 24.45
Bank Of America Corp /de/ 1,919 12,920 47.14 11,001 55.54 17.44
Royal Bank Of Canada 16 312 48.08 296 54.05 5.41
Benjamin F. Edwards & Company, Inc. 10 596 46.98 586 54.61 1.71
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Susquehanna International Group, Llp 28,070 4,540 47.14 32,610 55.44 -86.08
UBS Group AG 4,317 1,318 47.04 5,635 55.55 -76.61
LPL Financial LLC 3,649 11,138 47.14 14,787 55.45 -24.68
Patriot Investment Management Inc. 369 13,355 47.10 13,724 55.45 -2.69
Rockefeller Capital Management L.P. 231 253 43.48 484 53.72 -47.73
Morgan Stanley 210 1,178 46.69 1,388 55.48 -15.13
Advisor Group Holdings, Inc. 194 1,894 46.99 2,088 55.56 -9.29
Ahrens Investment Partners LLC 22 45 44.44 67 59.70 -32.84
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
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
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