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	62	653.00	32.08	32.22
Previous Quarter	68	629.00	32.09	32.32

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	16	7	0	4	2
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	2	2
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
Congress Wealth Management LLC / DE /	2,099,158	32.09
Mainstay Capital Management Llc /adv	1,870,418	32.09
Great Lakes Advisors, Llc	1,446,456	32.09
Great Valley Advisor Group, Inc.	311,499	32.09
Beacon Harbor Wealth Advisors, Inc.	309,043	32.09
Betterment LLC	304,790	32.09
Lake Street Financial Llc	204,814	30.28
Appleton Partners Inc/ma	139,387	30.28
Adventist Health System Sunbelt Healthcare Corp	134,800	32.10
Axiom Financial Strategies, LLC	129,641	32.88
Lincoln National Corp	124,958	32.09
Susquehanna International Group, Llp	107,747	32.09
Q3 Asset Management	103,444	32.08
Discovery Capital Management, Llc / Ct	100,000	32.09
Royal Bank Of Canada	96,097	32.09
LPL Financial LLC	88,790	32.09
Inscription Capital, LLC	75,509	32.09
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4	61,900	32.08
Stifel Financial Corp	45,811	32.09
Worth Asset Management, LLC	38,801	30.28

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
Congress Wealth Management LLC / DE /	2,099,158	32.09
Mainstay Capital Management Llc /adv	1,870,418	32.09
Great Lakes Advisors, Llc	1,446,456	32.09
Great Valley Advisor Group, Inc.	311,499	32.09
Beacon Harbor Wealth Advisors, Inc.	309,043	32.09
Betterment LLC	304,790	32.09
Lake Street Financial Llc	191,897	32.09
Appleton Partners Inc/ma	136,639	32.09
Adventist Health System Sunbelt Healthcare Corp	134,800	32.10
Axiom Financial Strategies, LLC	129,641	32.88
Lincoln National Corp	124,958	32.09
Susquehanna International Group, Llp	107,747	32.09
Q3 Asset Management	103,444	32.08
Discovery Capital Management, Llc / Ct	100,000	32.09
Royal Bank Of Canada	96,097	32.09
LPL Financial LLC	88,790	32.09
Inscription Capital, LLC	75,509	32.09
Northern Lights Variable Trust - 7Twelve Balanced Portfolio Class 4	61,900	32.08
Stifel Financial Corp	45,811	32.09
Worth Asset Management, LLC	32,916	32.81

Recent Quarter Analysis

Recent Quarter 1 New Institutes added position

Name	Shares	PPS
HBW Advisory Services LLC	20,906	30.28

Recent Quarter 16 Institutes closed out their positions

Name	Shares	PPS
IFP Advisors, Inc	2,824	25.14
Briaud Financial Planning, Inc
Sandbox Financial Partners, LLC
Carroll Financial Associates, Inc.
Jpmorgan Chase & Co
Advisory Services Network, LLC
Citigroup Inc
Proequities, Inc.
Sigma Planning Corp
Patton Fund Management, Inc.
Flow Traders U.s. Llc
Jane Street Group, Llc
Janney Montgomery Scott LLC
Arkadios Wealth Advisors
Viridian Ria, Llc
Old Mission Capital Llc

Recent Quarter 7 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Lake Street Financial Llc	204,814	30.28	191,897	32.09
Appleton Partners Inc/ma	139,387	30.28	136,639	32.09
Worth Asset Management, LLC	38,801	30.28	32,916	32.81
Wbh Advisory Inc	12,783	29.96	18,870	33.39
Koshinski Asset Management, Inc.	11,752		11,742	32.11
Orion Portfolio Solutions, LLC	6,890	30.33	6,997	32.16
Global Retirement Partners, LLC	6,606	30.28	6,606	34.06

Recent Quarter 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Recent Quarter 4 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Lake Street Financial Llc	12,917	204,814	30.28	191,897	32.09	6.73
Worth Asset Management, LLC	5,885	38,801	30.28	32,916	32.81	17.88
Appleton Partners Inc/ma	2,748	139,387	30.28	136,639	32.09	2.01
Koshinski Asset Management, Inc.	10	11,752		11,742	32.11	0.09

Recent Quarter 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wbh Advisory Inc	6,087	12,783	29.96	18,870	33.39	-32.26
Orion Portfolio Solutions, LLC	107	6,890	30.33	6,997	32.16	-1.53

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
HBW Advisory Services LLC	20,906	30.28

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
Lake Street Financial Llc	204,814	30.28	191,897	32.09
Wbh Advisory Inc	12,783	29.96	18,870	33.39
Koshinski Asset Management, Inc.	11,752		11,742	32.11
Orion Portfolio Solutions, LLC	6,890	30.33	6,997	32.16
Global Retirement Partners, LLC	6,606	30.28	6,606	34.06

Past Week 0 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS

Past Week 2 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Lake Street Financial Llc	12,917	204,814	30.28	191,897	32.09	6.73
Koshinski Asset Management, Inc.	10	11,752		11,742	32.11	0.09

Past Week 2 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Wbh Advisory Inc	6,087	12,783	29.96	18,870	33.39	-32.26
Orion Portfolio Solutions, LLC	107	6,890	30.33	6,997	32.16	-1.53

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