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	63	731.00	33.19	56.85
Previous Quarter	65	677.00	33.19	55.97

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	0	16	2	0	1	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	0	2	1	0	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	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
Pitcairn Co	1,671,737	33.19
Mainstay Capital Management Llc /adv	949,361	33.19
HighTower Advisors, LLC	802,207	33.17
Pasadena Private Wealth, LLC	311,252	33.19
WT Wealth Management	168,972	33.19
LPL Financial LLC	156,942	33.19
Ifrah Financial Services, Inc.	140,072	33.19
Belpointe Asset Management LLC	126,676	33.19
TriaGen Wealth Management LLC	120,382	33.19
Ntv Asset Management Llc	112,260	33.19
Cambridge Investment Research Advisors, Inc.	107,768	30.99
Bivin & Associates, Inc.	94,801	33.19
Royal Bank Of Canada	84,937	33.19
Umb Bank N A/mo	75,288	33.19
Occidental Asset Management, LLC	73,549	33.19
Summit Financial Group, Inc.	69,315	30.99
Jane Street Group, Llc	67,206	33.20
MBL Wealth, LLC	52,207	33.19
Susquehanna International Group, Llp	46,665	33.19
Commonwealth Equity Services, Llc	45,739	33.19

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
Pitcairn Co	1,671,737	33.19
Mainstay Capital Management Llc /adv	949,361	33.19
HighTower Advisors, LLC	802,207	33.17
Pasadena Private Wealth, LLC	311,252	33.19
Engrave Wealth Partners LLC	227,174	33.19
WT Wealth Management	168,972	33.19
LPL Financial LLC	156,942	33.19
Ifrah Financial Services, Inc.	140,072	33.19
Belpointe Asset Management LLC	126,676	33.19
TriaGen Wealth Management LLC	120,382	33.19
Cambridge Investment Research Advisors, Inc.	112,520	33.19
Ntv Asset Management Llc	112,260	33.19
Bivin & Associates, Inc.	94,801	33.19
Royal Bank Of Canada	84,937	33.19
Umb Bank N A/mo	75,288	33.19
Occidental Asset Management, LLC	73,549	33.19
Jane Street Group, Llc	67,206	33.20
Summit Financial Group, Inc.	53,950	33.20
MBL Wealth, LLC	52,207	33.19
Susquehanna International Group, Llp	46,665	33.19

Recent Quarter Analysis

Recent Quarter 0 New Institutes added position

Name	Shares	PPS

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
Engrave Wealth Partners LLC	227,174	33.19
IFP Advisors, Inc	10,419	29.18
Capital Market Strategies LLC	6,318	33.24
Koshinski Asset Management, Inc.	743	33.65
Livingston Group Asset Management CO (operating as Southport Capital Management)
Pinnacle Wealth Management Advisory Group, LLC
Pinnacle Associates Ltd
Arkadios Wealth Advisors
Independent Advisor Alliance
QALTX - Quantified Alternative Investment Fund Investor Class Shares
Chilton Capital Management Llc
Bank Of America Corp /de/
Proequities, Inc.
Raymond James & Associates
AE Wealth Management LLC
Advisors Preferred, LLC

Recent Quarter 2 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	107,768	30.99	112,520	33.19
Summit Financial Group, Inc.	69,315	30.99	53,950	33.20

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 1 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Summit Financial Group, Inc.	15,365	69,315	30.99	53,950	33.20	28.48

Recent Quarter 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	4,752	107,768	30.99	112,520	33.19	-4.22

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 0 New Institutes added position

Name	Shares	PPS

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Koshinski Asset Management, Inc.	743	33.65
Engrave Wealth Partners LLC	227,174	33.19

Past Week 1 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	107,768	30.99	112,520	33.19

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 0 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase

Past Week 1 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Cambridge Investment Research Advisors, Inc.	4,752	107,768	30.99	112,520	33.19	-4.22

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