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	143	49.00	49.85	49.81
Previous Quarter	148	51.00	49.85	49.96

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	2	44	7	0	5	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	1	0	5	0	4	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	199,567	0.00	0.00	0	0.00	0.00
Previous Quarter	199,567	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
FIRST TRUST PORTFOLIOS LP	1,952,903
Morgan Stanley	1,175,678	49.85
Wells Fargo & Company/mn	936,724	49.85
UBS Group AG	725,501	49.85
BerganKDV Wealth Management, LLC	558,076	48.11
Eaton Vance Management	550,821	49.85
Advisors Capital Management, LLC	500,071	49.85
Jane Street Group, Llc	438,037	49.85
St Germain D J Co Inc	411,939	49.85
Bank Of America Corp /de/	409,456	49.85
Relative Value Partners Group, LLC	408,143	49.85
LPL Financial LLC	387,186	49.85
Wealthcare Advisory Partners LLC	348,588	49.85
Guggenheim Capital Llc	346,923	49.85
Tortoise Investment Management, LLC	337,037	49.85
LDSF - First Trust Low Duration Strategic Focus ETF	201,394	53.68
AE Wealth Management LLC	139,578	49.85
BlackRock Inc.	120,696	49.85
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5	78,871	49.85
Eqis Capital Management, Inc.	78,406	49.86

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	1,175,678	49.85
Wells Fargo & Company/mn	936,724	49.85
UBS Group AG	725,501	49.85
Eaton Vance Management	550,821	49.85
BerganKDV Wealth Management, LLC	503,597	49.85
Advisors Capital Management, LLC	500,071	49.85
Jane Street Group, Llc	438,037	49.85
St Germain D J Co Inc	411,939	49.85
Bank Of America Corp /de/	409,456	49.85
Relative Value Partners Group, LLC	408,143	49.85
LPL Financial LLC	387,186	49.85
Wealthcare Advisory Partners LLC	348,588	49.85
Guggenheim Capital Llc	346,923	49.85
Tortoise Investment Management, LLC	337,037	49.85
LDSF - First Trust Low Duration Strategic Focus ETF	201,394	53.68
AE Wealth Management LLC	139,578	49.85
BlackRock Inc.	120,696	49.85
MGSSX - MassMutual Select BlackRock Global Allocation Fund Class R5	78,871	49.85
Eqis Capital Management, Inc.	78,406	49.86
ACTIX - Advisors Capital Tactical Fixed Income Fund	73,392	49.86

Recent Quarter Analysis

Recent Quarter 2 New Institutes added position

Name	Shares	PPS
FIRST TRUST PORTFOLIOS LP	1,952,903
Financial Management Professionals, Inc.	66	45.45

Recent Quarter 44 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	2,362	52.92
Moors & Cabot, Inc.	2,259	146.53
Cetera Advisors LLC
Strategic Blueprint, LLC
High Falls Advisors, Inc
Aptus Capital Advisors, LLC
Captrust Financial Advisors
Raymond James & Associates
Outlook Wealth Advisors, LLC
Cetera Advisor Networks LLC
Walkner Condon Financial Advisors LLC
Janney Montgomery Scott LLC
Advisor Resource Council
Lehman & Derafelo Financial Resources LLC
Teamwork Financial Advisors, LLC
Security Financial Services, INC.
Two Sigma Securities, Llc
NEXT Financial Group, Inc
DAVENPORT & Co LLC
GWM Advisors LLC
Snowden Capital Advisors LLC
Thrivent Financial For Lutherans
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Estate Counselors, LLC
Ameriprise Financial Inc
Centaurus Financial, Inc.
Cambridge Investment Research Advisors, Inc.
Raleigh Capital Management Inc.
Arkadios Wealth Advisors
Benjamin Edwards Inc
Ironwood Financial, llc
Old Mission Capital Llc
CoreCap Advisors, LLC
Fieldpoint Private Securities, LLC
Benjamin F. Edwards & Company, Inc.
Barclays Plc
Kowal Investment Group, LLC
Dynamic Advisor Solutions LLC
Proequities, Inc.
Simplicity Wealth,LLC
Comprehensive Financial Consultants Institutional, Inc.
Capital Advisors Inc/ok
First Horizon Advisors, Inc.
Integrated Wealth Concepts LLC

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BerganKDV Wealth Management, LLC	558,076	48.11	503,597	49.85
Advisory Alpha, LLC	40,526	48.12	38,616	49.85
Insight Wealth Partners, LLC	31,719	48.11	31,492	49.85
Centennial Wealth Advisory LLC	28,270	48.11	30,477	49.84
First Heartland Consultants, Inc.	9,774	48.09	8,205	49.85
SAVN - LifeGoal Conservative Wealth Builder ETF	3,120	48.72	1,560	51.28
HOM - LifeGoal Home Down Payment Investment ETF	2,730	48.72	2,730	51.28

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
BerganKDV Wealth Management, LLC	54,479	558,076	48.11	503,597	49.85	10.82
Advisory Alpha, LLC	1,910	40,526	48.12	38,616	49.85	4.95
First Heartland Consultants, Inc.	1,569	9,774	48.09	8,205	49.85	19.12
SAVN - LifeGoal Conservative Wealth Builder ETF	1,560	3,120	48.72	1,560	51.28	100.00
Insight Wealth Partners, LLC	227	31,719	48.11	31,492	49.85	0.72

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Centennial Wealth Advisory LLC	2,207	28,270	48.11	30,477	49.84	-7.24

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 1 New Institutes added position

Name	Shares	PPS
Financial Management Professionals, Inc.	66	45.45

Past Week 0 Institutes closed out their positions

Name	Shares	PPS

Past Week 5 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
BerganKDV Wealth Management, LLC	558,076	48.11	503,597	49.85
Advisory Alpha, LLC	40,526	48.12	38,616	49.85
Insight Wealth Partners, LLC	31,719	48.11	31,492	49.85
Centennial Wealth Advisory LLC	28,270	48.11	30,477	49.84
First Heartland Consultants, Inc.	9,774	48.09	8,205	49.85

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
BerganKDV Wealth Management, LLC	54,479	558,076	48.11	503,597	49.85	10.82
Advisory Alpha, LLC	1,910	40,526	48.12	38,616	49.85	4.95
First Heartland Consultants, Inc.	1,569	9,774	48.09	8,205	49.85	19.12
Insight Wealth Partners, LLC	227	31,719	48.11	31,492	49.85	0.72

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Centennial Wealth Advisory LLC	2,207	28,270	48.11	30,477	49.84	-7.24

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