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 82 37.00 36.90 36.01
Previous Quarter 90 37.00 36.90 36.09

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 29 1 1 0 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 0 1 0 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 4,307,373 0.00 0.00 0 0.00 0.00
Previous Quarter 2,198,797 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
Jpmorgan Chase & Co 3,749,063 36.90
BlackRock Inc. 2,198,797 36.90
BlackRock Inc. 2,108,576
State of New Jersey Common Pension Fund D 1,506,073 36.90
Evolution Wealth Advisors, LLC 356,785 36.90
Itau Unibanco Holding S.A. 329,800 5.83
William Blair Investment Management, Llc 201,304 36.90
Spinnaker Trust 175,982 36.90
CIBC Asset Management Inc 172,436 36.90
Brandywine Oak Private Wealth Llc 134,184 36.90
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 123,120 43.60
Wharton Business Group, LLC 122,075 36.90
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 114,006 33.11
American International Group, Inc. 114,006 36.90
Royal Bank Of Canada 106,225 36.90
First Trust Advisors Lp 103,605 36.90
Old Mission Capital Llc 100,011 36.90
Goldman Sachs Group Inc 88,400 36.90
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 86,856 43.60
Cantor Fitzgerald Investment Adviser L.p. 69,061 36.89

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
Jpmorgan Chase & Co 3,749,063 36.90
BlackRock Inc. 2,198,797 36.90
State of New Jersey Common Pension Fund D 1,506,073 36.90
Evolution Wealth Advisors, LLC 356,785 36.90
Itau Unibanco Holding S.A. 329,800 5.83
William Blair Investment Management, Llc 201,304 36.90
Spinnaker Trust 175,982 36.90
CIBC Asset Management Inc 172,436 36.90
Brandywine Oak Private Wealth Llc 134,184 36.90
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 123,120 43.60
Wharton Business Group, LLC 122,075 36.90
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 114,006 40.19
American International Group, Inc. 114,006 36.90
Royal Bank Of Canada 106,225 36.90
First Trust Advisors Lp 103,605 36.90
Old Mission Capital Llc 100,011 36.90
Goldman Sachs Group Inc 88,400 36.90
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 86,856 43.60
Cantor Fitzgerald Investment Adviser L.p. 69,061 36.89
Wellington Management Group Llp 55,240 36.91

 

Recent Quarter Analysis

Name Shares PPS
Allworth Financial LP 379 36.94
Name Shares PPS
Citadel Advisors Llc 10,627 36.89
Carroll Financial Associates, Inc. 2,200 43.18
Jane Street Group, Llc
Rock Creek Group, LP
Belvedere Trading LLC
JGP Wealth Management, LLC
Accel Wealth Management
Northeast Financial Consultants Inc
LPL Financial LLC
Cetera Advisor Networks LLC
Cornerstone Wealth Management, LLC
Eagle Bay Advisors LLC
Ativo Capital Management LLC
Raymond James & Associates
Jaffetilchin Investment Partners, LLC
Wolverine Trading, Llc
Edmond De Rothschild Holding S.a.
Captrust Financial Advisors
Baird Financial Group, Inc.
Bank Pictet & Cie (asia) Ltd
HAP Trading, LLC
Ninety One North America, Inc.
Ironwood Financial, llc
Bank Of Montreal /can/
Proequities, Inc.
Fmr Llc
Bank of New York Mellon Corp
Flow Traders U.s. Llc
Massmutual Trust Co Fsb/adv
Name Current Shares Current PPS Previous Shares Previous PPS
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 114,006 33.11 114,006 40.19
Name Current Shares Current PPS Previous Shares Previous PPS
Transcend Wealth Collective, Llc 13,260 38.08 13,553 36.89
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
Transcend Wealth Collective, Llc 293 13,260 38.08 13,553 36.89 -2.16
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
Allworth Financial LP 379 36.94
Name Shares PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Name Current Shares Current PPS Previous Shares Previous PPS
Transcend Wealth Collective, Llc 13,260 38.08 13,553 36.89
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
Transcend Wealth Collective, Llc 293 13,260 38.08 13,553 36.89 -2.16
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