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	224	58.00	58.18	57.80
Previous Quarter	233	58.00	58.18	57.81

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	43	25	0	7	13
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	4	18	0	5	9
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	22,472	0.00	0.00	0	0.00	0.00
Previous Quarter	22,472	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 Advisory, Inc.	4,348,866	58.18
Morgan Stanley	1,929,608	58.18
Jane Street Group, Llc	1,752,031	58.18
Bank Of America Corp /de/	1,425,063	58.18
Fmr Llc	1,345,167	58.18
Mission Wealth Management, Lp	943,386	58.18
LPL Financial LLC	576,194	58.18
Slow Capital, Inc.	545,488	58.18
Bailard, Inc.	430,703	58.18
EP Wealth Advisors, Inc.	370,168	58.18
Wells Fargo & Company/mn	267,939	58.18
UBS Group AG	267,036	58.18
Pure Financial Advisors, Inc.	199,512	56.46
Ameriprise Financial Inc	199,228	58.19
Envestnet Asset Management Inc	177,572	58.18
Mercer Global Advisors Inc /adv	171,118	58.18
MUFG Americas Holdings Corp	168,158	58.18
Opes Wealth Management LLC	148,287	58.18
Commonwealth Equity Services, Llc	132,992	58.18
Royal Bank Of Canada	131,508	58.18

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 Advisory, Inc.	4,348,866	58.18
Morgan Stanley	1,929,608	58.18
Jane Street Group, Llc	1,752,031	58.18
Bank Of America Corp /de/	1,425,063	58.18
Fmr Llc	1,345,167	58.18
Mission Wealth Management, Lp	943,386	58.18
LPL Financial LLC	576,194	58.18
Slow Capital, Inc.	545,488	58.18
Bailard, Inc.	430,703	58.18
EP Wealth Advisors, Inc.	370,168	58.18
Miracle Mile Advisors, LLC	340,641	58.18
Wells Fargo & Company/mn	267,939	58.18
UBS Group AG	267,036	58.18
Pure Financial Advisors, Inc.	259,177	58.18
Ameriprise Financial Inc	199,228	58.19
Envestnet Asset Management Inc	177,572	58.18
Mercer Global Advisors Inc /adv	171,118	58.18
MUFG Americas Holdings Corp	168,158	58.18
Opes Wealth Management LLC	148,287	58.18
Commonwealth Equity Services, Llc	132,992	58.18

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
Adviser Investments LLC	81,865	56.46

Recent Quarter 43 Institutes closed out their positions

Name	Shares	PPS
Karp Capital Management Corp	56,017	58.18
Parallel Advisors, LLC	34,826	58.20
IMPACTfolio, LLC	16,355	58.21
Emery Howard Portfolio Management, Inc.	8,883	62.37
Brio Consultants, LLC	7,735	58.18
Orion Portfolio Solutions, LLC	7,018	58.14
Mid Atlantic Financial Management Inc/adv	5,513	62.04
Joel Isaacson & Co., LLC	4,126	56.71
Paragon Capital Management Ltd
Strategic Blueprint, LLC
Ford Financial Group, LLC
Arkadios Wealth Advisors
Deutsche Bank Ag\
Proequities, Inc.
Lido Advisors, LLC
Barclays Plc
Cairn Investment Group, Inc.
Elmwood Wealth Management, Inc.
Joseph P. Lucia & Associates, LLC
Wick Capital Partners, LLC
Affinity Capital Advisors, LLC
Bank of New York Mellon Corp
Renaissance Technologies Llc
Principal Financial Group Inc
Atwater Malick LLC
Total Clarity Wealth Management, Inc.
Whittier Trust Co Of Nevada Inc
Assetmark, Inc
Snowden Capital Advisors LLC
Gerber Kawasaki Wealth & Investment Management
Integral Investment Advisors, Inc.
Crestwood Advisors Group LLC
One Wealth Advisors, LLC
Litman Gregory Asset Management LLC
Dimension Capital Management Llc
Monterey Private Wealth, Inc.
Brookstone Capital Management
Laurel Wealth Advisors, Inc.
Guidance Point Advisors, LLC
Taddei, Ludwig & Associates, Inc.
Cwm, Llc
Spectrum Asset Management, Inc. (NB/CA)
Pathstone Family Office, Llc

Recent Quarter 25 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Pure Financial Advisors, Inc.	199,512	56.46	259,177	58.18
Miracle Mile Advisors, LLC	96,040	56.46	340,641	58.18
Omega Financial Group, LLC	46,050	56.46	77,455	58.18
Evanson Asset Management, LLC	43,035	56.47	42,955	58.18
Blue Zone Wealth Advisors, LLC	36,888	56.47	38,090	58.18
RHS Financial, LLC	34,595	56.45	24,588	58.20
Silicon Valley Capital Partners	32,841	56.45	33,478	58.19
Boltwood Capital Management	32,660	56.46	63,963	58.17
Covington Capital Management	32,154	56.45	32,334	58.17
McNaughton Wealth Management, LLC	26,634	56.47	18,161	58.20
Traverso Chambers Private Wealth Management, LLC	20,374	56.44	20,374	58.16
VERITY Wealth Advisors	18,787	56.48	18,787	58.18
Apella Capital, LLC	18,361	56.48	18,314	58.15
Financial Management Network Inc	14,895	56.46	12,961	58.10
Cambridge Investment Research Advisors, Inc.	10,974	56.50	15,974	58.16
Perkins Coie Trust Co	9,000	56.44	9,000	58.22
Westside Investment Management, Inc.	7,552		24,074	0.04
HB Wealth Management, LLC	7,084	56.47	7,084	58.16
Private Asset Management Inc	6,900	56.52	4,900	58.16
Eclectic Associates Inc /adv	4,558	56.38	4,558	58.14

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 7 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
RHS Financial, LLC	10,007	34,595	56.45	24,588	58.20	40.70
McNaughton Wealth Management, LLC	8,473	26,634	56.47	18,161	58.20	46.65
Private Asset Management Inc	2,000	6,900	56.52	4,900	58.16	40.82
Financial Management Network Inc	1,934	14,895	56.46	12,961	58.10	14.92
HBW Advisory Services LLC	172	3,978	56.56	3,806	58.07	4.52
Evanson Asset Management, LLC	80	43,035	56.47	42,955	58.18	0.19
Apella Capital, LLC	47	18,361	56.48	18,314	58.15	0.26

Recent Quarter 13 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	244,601	96,040	56.46	340,641	58.18	-71.81
Pure Financial Advisors, Inc.	59,665	199,512	56.46	259,177	58.18	-23.02
Omega Financial Group, LLC	31,405	46,050	56.46	77,455	58.18	-40.55
Boltwood Capital Management	31,303	32,660	56.46	63,963	58.17	-48.94
SRCMX - California Municipal Fund Class A	19,137	611	55.65	19,748	60.46	-96.91
Westside Investment Management, Inc.	16,522	7,552		24,074	0.04	-68.63
Cambridge Investment Research Advisors, Inc.	5,000	10,974	56.50	15,974	58.16	-31.30
Blue Zone Wealth Advisors, LLC	1,202	36,888	56.47	38,090	58.18	-3.16
John W. Brooker & Co., CPAs	1,000	773	56.92	1,773	58.09	-56.40
Silicon Valley Capital Partners	637	32,841	56.45	33,478	58.19	-1.90
Covington Capital Management	180	32,154	56.45	32,334	58.17	-0.56
Calton & Associates, Inc.	115	3,549	56.35	3,664	58.13	-3.14
Allworth Financial LP	6	312	57.69	318	59.75	-1.89

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
Adviser Investments LLC	81,865	56.46

Past Week 4 Institutes closed out their positions

Name	Shares	PPS
Brio Consultants, LLC	7,735	58.18
Joel Isaacson & Co., LLC	4,126	56.71
Karp Capital Management Corp	56,017	58.18
Orion Portfolio Solutions, LLC	7,018	58.14

Past Week 18 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Miracle Mile Advisors, LLC	96,040	56.46	340,641	58.18
Omega Financial Group, LLC	46,050	56.46	77,455	58.18
Evanson Asset Management, LLC	43,035	56.47	42,955	58.18
Blue Zone Wealth Advisors, LLC	36,888	56.47	38,090	58.18
RHS Financial, LLC	34,595	56.45	24,588	58.20
Silicon Valley Capital Partners	32,841	56.45	33,478	58.19
McNaughton Wealth Management, LLC	26,634	56.47	18,161	58.20
Traverso Chambers Private Wealth Management, LLC	20,374	56.44	20,374	58.16
VERITY Wealth Advisors	18,787	56.48	18,787	58.18
Financial Management Network Inc	14,895	56.46	12,961	58.10
Cambridge Investment Research Advisors, Inc.	10,974	56.50	15,974	58.16
Westside Investment Management, Inc.	7,552		24,074	0.04
HB Wealth Management, LLC	7,084	56.47	7,084	58.16
Eclectic Associates Inc /adv	4,558	56.38	4,558	58.14
HBW Advisory Services LLC	3,978	56.56	3,806	58.07
Calton & Associates, Inc.	3,549	56.35	3,664	58.13
John W. Brooker & Co., CPAs	773	56.92	1,773	58.09
Allworth Financial LP	312	57.69	318	59.75

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 5 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
RHS Financial, LLC	10,007	34,595	56.45	24,588	58.20	40.70
McNaughton Wealth Management, LLC	8,473	26,634	56.47	18,161	58.20	46.65
Financial Management Network Inc	1,934	14,895	56.46	12,961	58.10	14.92
HBW Advisory Services LLC	172	3,978	56.56	3,806	58.07	4.52
Evanson Asset Management, LLC	80	43,035	56.47	42,955	58.18	0.19

Past Week 9 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Miracle Mile Advisors, LLC	244,601	96,040	56.46	340,641	58.18	-71.81
Omega Financial Group, LLC	31,405	46,050	56.46	77,455	58.18	-40.55
Westside Investment Management, Inc.	16,522	7,552		24,074	0.04	-68.63
Cambridge Investment Research Advisors, Inc.	5,000	10,974	56.50	15,974	58.16	-31.30
Blue Zone Wealth Advisors, LLC	1,202	36,888	56.47	38,090	58.18	-3.16
John W. Brooker & Co., CPAs	1,000	773	56.92	1,773	58.09	-56.40
Silicon Valley Capital Partners	637	32,841	56.45	33,478	58.19	-1.90
Calton & Associates, Inc.	115	3,549	56.35	3,664	58.13	-3.14
Allworth Financial LP	6	312	57.69	318	59.75	-1.89

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