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 102 80.00 84.95 76.48
Previous Quarter 100 76.00 77.98 69.06

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 12 30 1 60 37 15
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 6 1 0 29 20 6
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
LPL Financial LLC 121,197 84.96
Bank Of America Corp /de/ 99,850 84.97
Raymond James Financial Services Advisors, Inc. 52,143 84.96
Stonehearth Capital Management, LLC 50,876 0.08
Wells Fargo & Company/mn 40,135 84.96
Commonwealth Equity Services, Llc 35,514 84.95
Exchange Capital Management, Inc. 27,039 84.95
Change Path, LLC 21,110 84.94
Eagle Strategies LLC 18,231 84.97
Capital Analysts, Inc. 16,449 0.06
Seven Springs Wealth Group, LLC 15,649 84.99
UBS Group AG 15,319 84.93
Mariner, LLC 13,430 84.96
Stonebridge Financial Planning Group, LLC 12,587 84.93
Coastal Bridge Advisors, LLC 12,304 90.21
WealthCare Investment Partners, LLC 11,669 84.93
Cambridge Investment Research Advisors, Inc. 9,799 85.01
Concord Wealth Partners 9,518 85.00
Envestnet Asset Management Inc 8,073 84.97
Fort Point Capital Partners LLC 8,012 85.00

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
LPL Financial LLC 100,045 77.98
Stonehearth Capital Management, LLC 59,639 0.08
Raymond James Financial Services Advisors, Inc. 46,284 77.98
Bank Of America Corp /de/ 34,911 78.00
Commonwealth Equity Services, Llc 27,661 77.98
Exchange Capital Management, Inc. 27,431 77.98
Eagle Strategies LLC 17,787 77.98
Seven Springs Wealth Group, LLC 15,422 78.01
WealthCare Investment Partners, LLC 13,300 77.97
Concord Wealth Partners 9,715 78.02
Cambridge Investment Research Advisors, Inc. 9,396 78.01
UBS Group AG 8,801 77.95
Wells Fargo & Company/mn 8,557 77.95
Banco Santander, S.A. 8,140 78.01
Fort Point Capital Partners LLC 8,012 78.01
Goldman Sachs Group Inc 7,128 78.00
Mascoma Wealth Management LLC 7,081 77.96
Private Advisor Group, LLC 6,525 78.01
Founders Capital Management 6,322 77.98
Stonebridge Financial Planning Group, LLC 6,198 77.93

 

Recent Quarter Analysis

Name Shares PPS
Change Path, LLC 21,110 84.94
Mariner, LLC 13,430 84.96
Envestnet Asset Management Inc 8,073 84.97
Archford Capital Strategies, LLC 7,433 0.13
Kestra Advisory Services, LLC 3,679
First Republic Investment Management, Inc. 2,598 85.07
GeoWealth Management, LLC 2,454 84.76
Creative Financial Designs Inc /adv 1,854 85.22
Covestor Ltd 641 84.24
Phillips Financial Management, Llc 132 83.33
Aptus Capital Advisors, LLC 62 80.65
Jpmorgan Chase & Co 6 166.67
Name Shares PPS
Capital Advisory Group Advisory Services, LLC 1,560 73.08
Carroll Financial Associates, Inc. 352 88.07
Tower Research Capital LLC (TRC) 265 79.25
Sterling Investment Advisors, Ltd. 25 80.00
Financial Engines Advisors L.L.C.
Arkadios Wealth Advisors
Kovack Advisors, Inc.
Jacobi Capital Management LLC
Centaurus Financial, Inc.
Fieldpoint Private Securities, LLC
Private Ocean, LLC
TAP Consulting, LLC
Patriot Financial Group Insurance Agency, LLC
Strategic Wealth Advisors Group, LLC
Laurel Wealth Planning LLC
Optiver Holding B.V.
Benjamin F. Edwards & Company, Inc.
Capital Investment Advisory Services, LLC
Williams Jones Wealth Management, LLC.
Jane Street Group, Llc
Bedel Financial Consulting, Inc.
Wealth Quarterback LLC
Bank Julius Baer & Co. Ltd, Zurich
Fortitude Advisory Group L.L.C.
Cetera Advisors LLC
Redwood Financial Network Corp
EPG Wealth Management LLC
FinTrust Capital Advisors, LLC
Retirement Capital Strategies
Capital Planning Advisors, LLC
Name Current Shares Current PPS Previous Shares Previous PPS
Stonehearth Capital Management, LLC 50,876 0.08 59,639 0.08
Name Current Shares Current PPS Previous Shares Previous PPS
LPL Financial LLC 121,197 84.96 100,045 77.98
Bank Of America Corp /de/ 99,850 84.97 34,911 78.00
Raymond James Financial Services Advisors, Inc. 52,143 84.96 46,284 77.98
Wells Fargo & Company/mn 40,135 84.96 8,557 77.95
Commonwealth Equity Services, Llc 35,514 84.95 27,661 77.98
Exchange Capital Management, Inc. 27,039 84.95 27,431 77.98
Eagle Strategies LLC 18,231 84.97 17,787 77.98
Capital Analysts, Inc. 16,449 0.06 2,923
Seven Springs Wealth Group, LLC 15,649 84.99 15,422 78.01
UBS Group AG 15,319 84.93 8,801 77.95
Stonebridge Financial Planning Group, LLC 12,587 84.93 6,198 77.93
Coastal Bridge Advisors, LLC 12,304 90.21 0
WealthCare Investment Partners, LLC 11,669 84.93 13,300 77.97
Cambridge Investment Research Advisors, Inc. 9,799 85.01 9,396 78.01
Concord Wealth Partners 9,518 85.00 9,715 78.02
Fort Point Capital Partners LLC 8,012 85.00 8,012 78.01
Mascoma Wealth Management LLC 7,303 84.90 7,081 77.96
U.S. Capital Wealth Advisors, LLC 6,751 85.02 4,668 77.98
HighTower Advisors, LLC 6,465 84.92 5,959 77.87
Founders Capital Management 6,227 84.95 6,322 77.98
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of America Corp /de/ 64,939 99,850 84.97 34,911 78.00 186.01
Wells Fargo & Company/mn 31,578 40,135 84.96 8,557 77.95 369.03
LPL Financial LLC 21,152 121,197 84.96 100,045 77.98 21.14
Capital Analysts, Inc. 13,526 16,449 0.06 2,923 462.74
Coastal Bridge Advisors, LLC 12,304 12,304 90.21 0 0.00
Commonwealth Equity Services, Llc 7,853 35,514 84.95 27,661 77.98 28.39
UBS Group AG 6,518 15,319 84.93 8,801 77.95 74.06
Stonebridge Financial Planning Group, LLC 6,389 12,587 84.93 6,198 77.93 103.08
Raymond James Financial Services Advisors, Inc. 5,859 52,143 84.96 46,284 77.98 12.66
Susquehanna International Group, Llp 2,525 5,993 84.93 3,468 77.85 72.81
U.S. Capital Wealth Advisors, LLC 2,083 6,751 85.02 4,668 77.98 44.62
Advisor Group Holdings, Inc. 1,669 6,210 85.02 4,541 78.18 36.75
Qube Research & Technologies Ltd 1,299 1,514 85.20 215 79.07 604.19
Good Life Advisors, LLC 753 4,459 85.00 3,706 77.98 20.32
Mml Investors Services, Llc 729 4,602 84.96 3,873 77.98 18.82
Raymond James & Associates 672 3,671 84.99 2,999 78.03 22.41
Wealthfront Advisers Llc 663 5,323 84.91 4,660 77.90 14.23
Coastal Investment Advisors, Inc. 548 548 85.77 0 0.00
HighTower Advisors, LLC 506 6,465 84.92 5,959 77.87 8.49
Royal Bank Of Canada 493 4,791 84.95 4,298 78.18 11.47
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Stonehearth Capital Management, LLC 8,763 50,876 0.08 59,639 0.08 -14.69
Banco Santander, S.A. 2,690 5,450 84.95 8,140 78.01 -33.05
Goldman Sachs Group Inc 2,091 5,037 84.97 7,128 78.00 -29.34
WealthCare Investment Partners, LLC 1,631 11,669 84.93 13,300 77.97 -12.26
Private Advisor Group, LLC 1,031 5,494 85.00 6,525 78.01 -15.80
Exchange Capital Management, Inc. 392 27,039 84.95 27,431 77.98 -1.43
AdvisorNet Financial, Inc 367 405 83.95 772 77.72 -47.54
Fmr Llc 263 97 82.47 360 77.78 -73.06
Concord Wealth Partners 197 9,518 85.00 9,715 78.02 -2.03
Money Concepts Capital Corp 182 51 78.43 233 77.25 -78.11
USAdvisors Wealth Management, LLC 130 5,557 84.94 5,687 78.07 -2.29
Founders Capital Management 95 6,227 84.95 6,322 77.98 -1.50
Independent Wealth Network Inc. 56 3,572 84.83 3,628 78.00 -1.54
Geneos Wealth Management Inc. 50 600 83.33 650 78.46 -7.69
Evermay Wealth Management Llc 1 230 86.96 231 77.92 -0.43
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
Change Path, LLC 21,110 84.94
Mariner, LLC 13,430 84.96
Envestnet Asset Management Inc 8,073 84.97
GeoWealth Management, LLC 2,454 84.76
Covestor Ltd 641 84.24
Jpmorgan Chase & Co 6 166.67
Name Shares PPS
Tower Research Capital LLC (TRC) 265 79.25
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
LPL Financial LLC 121,197 84.96 100,045 77.98
Bank Of America Corp /de/ 99,850 84.97 34,911 78.00
Wells Fargo & Company/mn 40,135 84.96 8,557 77.95
Commonwealth Equity Services, Llc 35,514 84.95 27,661 77.98
Eagle Strategies LLC 18,231 84.97 17,787 77.98
Capital Analysts, Inc. 16,449 0.06 2,923
UBS Group AG 15,319 84.93 8,801 77.95
Concord Wealth Partners 9,518 85.00 9,715 78.02
Fort Point Capital Partners LLC 8,012 85.00 8,012 78.01
HighTower Advisors, LLC 6,465 84.92 5,959 77.87
Advisor Group Holdings, Inc. 6,210 85.02 4,541 78.18
Susquehanna International Group, Llp 5,993 84.93 3,468 77.85
USAdvisors Wealth Management, LLC 5,557 84.94 5,687 78.07
Wealthfront Advisers Llc 5,323 84.91 4,660 77.90
Northwestern Mutual Wealth Management Co 5,231 85.07 5,047 78.07
Goldman Sachs Group Inc 5,037 84.97 7,128 78.00
Royal Bank Of Canada 4,791 84.95 4,298 78.18
Mml Investors Services, Llc 4,602 84.96 3,873 77.98
BRYN MAWR TRUST Co 4,257 85.04 3,962 77.99
Cetera Advisor Networks LLC 3,770 84.88 3,550 78.03
Pnc Financial Services Group, Inc. 1,799 85.05 1,680 77.98
Qube Research & Technologies Ltd 1,514 85.20 215 79.07
Morgan Stanley 1,076 85.50 1,016 77.76
Geneos Wealth Management Inc. 600 83.33 650 78.46
Blue Bell Private Wealth Management, Llc 417 83.93 17 58.82
Proequities, Inc. 375 85.33 375 77.33
Evermay Wealth Management Llc 230 86.96 231 77.92
Allworth Financial LP 119 84.03 119 75.63
Fmr Llc 97 82.47 360 77.78
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Bank Of America Corp /de/ 64,939 99,850 84.97 34,911 78.00 186.01
Wells Fargo & Company/mn 31,578 40,135 84.96 8,557 77.95 369.03
LPL Financial LLC 21,152 121,197 84.96 100,045 77.98 21.14
Capital Analysts, Inc. 13,526 16,449 0.06 2,923 462.74
Commonwealth Equity Services, Llc 7,853 35,514 84.95 27,661 77.98 28.39
UBS Group AG 6,518 15,319 84.93 8,801 77.95 74.06
Susquehanna International Group, Llp 2,525 5,993 84.93 3,468 77.85 72.81
Advisor Group Holdings, Inc. 1,669 6,210 85.02 4,541 78.18 36.75
Qube Research & Technologies Ltd 1,299 1,514 85.20 215 79.07 604.19
Mml Investors Services, Llc 729 4,602 84.96 3,873 77.98 18.82
Wealthfront Advisers Llc 663 5,323 84.91 4,660 77.90 14.23
HighTower Advisors, LLC 506 6,465 84.92 5,959 77.87 8.49
Royal Bank Of Canada 493 4,791 84.95 4,298 78.18 11.47
Eagle Strategies LLC 444 18,231 84.97 17,787 77.98 2.50
Blue Bell Private Wealth Management, Llc 400 417 83.93 17 58.82 2352.94
BRYN MAWR TRUST Co 295 4,257 85.04 3,962 77.99 7.45
Cetera Advisor Networks LLC 220 3,770 84.88 3,550 78.03 6.20
Northwestern Mutual Wealth Management Co 184 5,231 85.07 5,047 78.07 3.65
Pnc Financial Services Group, Inc. 119 1,799 85.05 1,680 77.98 7.08
Morgan Stanley 60 1,076 85.50 1,016 77.76 5.91
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
Goldman Sachs Group Inc 2,091 5,037 84.97 7,128 78.00 -29.34
Fmr Llc 263 97 82.47 360 77.78 -73.06
Concord Wealth Partners 197 9,518 85.00 9,715 78.02 -2.03
USAdvisors Wealth Management, LLC 130 5,557 84.94 5,687 78.07 -2.29
Geneos Wealth Management Inc. 50 600 83.33 650 78.46 -7.69
Evermay Wealth Management Llc 1 230 86.96 231 77.92 -0.43
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