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 160 897.00 104.14 104.90
Previous Quarter 174 868.00 104.14 105.26

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 2 43 13 0 4 8
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 1 12 0 4 7
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 3,554 0.00 0.00 0 0.00 0.00
Previous Quarter 3,554 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
Bank Of America Corp /de/ 548,619 104.14
FIRST TRUST PORTFOLIOS LP 535,876
HighTower Advisors, LLC 435,755 104.17
Mokosak Advisory Group, LLC 176,996 104.12
Citadel Advisors Llc 170,753 104.14
55i, Llc 155,799 104.14
Jane Street Group, Llc 126,729 104.14
Sequoia Financial Advisors, LLC 123,714 104.14
Alliance Wealth Management Group 110,952 104.14
Towercrest Capital Management 110,952 104.14
Royal Bank Of Canada 105,152 104.13
Financial Engines Advisors L.L.C. 102,833 104.14
Wells Fargo & Company/mn 102,125 104.14
Capital Financial Planning, LLC 96,993 104.14
Ausdal Financial Partners, Inc. 96,853 104.14
McAdam, LLC 93,337 96.38
Envestnet Asset Management Inc 73,508 104.14
SevenOneSeven Capital Management 62,988 104.15
Invst, LLC 62,817 97.36
Perfromance Wealth Partners, LLC 62,413 96.37

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
Bank Of America Corp /de/ 548,619 104.14
HighTower Advisors, LLC 435,755 104.17
Mokosak Advisory Group, LLC 176,996 104.12
Citadel Advisors Llc 170,753 104.14
55i, Llc 155,799 104.14
Jane Street Group, Llc 126,729 104.14
Sequoia Financial Advisors, LLC 123,714 104.14
McAdam, LLC 114,174 104.14
Towercrest Capital Management 110,952 104.14
Alliance Wealth Management Group 110,952 104.14
Royal Bank Of Canada 105,152 104.13
Financial Engines Advisors L.L.C. 102,833 104.14
Wells Fargo & Company/mn 102,125 104.14
Capital Financial Planning, LLC 96,993 104.14
Ausdal Financial Partners, Inc. 96,853 104.14
Envestnet Asset Management Inc 73,508 104.14
Perfromance Wealth Partners, LLC 65,291 104.13
SevenOneSeven Capital Management 62,988 104.15
Invst, LLC 62,817 97.36
Steward Partners Investment Advisory, Llc 61,554 0.10

 

Recent Quarter Analysis

Name Shares PPS
FIRST TRUST PORTFOLIOS LP 535,876
Cetera Advisor Networks LLC 18,908 104.14
Name Shares PPS
AdvisorNet Financial, Inc 33,030 104.15
Cetera Advisor Networks LLC 18,908 104.14
Boltwood Capital Management 9,270 104.10
Ameritas Investment Corp 7,514 0.13
Koshinski Asset Management, Inc. 1,864 104.08
IFP Advisors, Inc 450 120.00
Security National Trust Co 240 112.50
Bft Financial Group, Llc
Mercer Global Advisors Inc /adv
1st Source Bank
Prestige Wealth Management Group LLC
Barclays Plc
Sound Income Strategies, LLC
NEXT Financial Group, Inc
IFS Advisors, LLC
Two Sigma Securities, Llc
Walkner Condon Financial Advisors LLC
CoreCap Advisors, LLC
First Horizon Advisors, Inc.
Atlas Private Wealth Advisors
Advisor OS, LLC
Menard Financial Group LLC
Scotia Capital Inc.
IPG Investment Advisors LLC
Tortoise Investment Management, LLC
Wbi Investments, Inc.
Signify Wealth
Liberty Wealth Management Llc
Cetera Investment Advisers
Rinkey Investments
Vericrest Private Wealth
DB Wealth Management Group, LLC
Kowal Investment Group, LLC
Firestone Capital Management
Huntington National Bank
Sandy Spring Bank
Capstone Triton Financial Group, LLC
Capital Planning LLC
Mariner, LLC
Centric Wealth Management
Capital City Trust Co/fl
Cordasco Financial Network
Financial Advisory Service, Inc.
Name Current Shares Current PPS Previous Shares Previous PPS
McAdam, LLC 93,337 96.38 114,174 104.14
Perfromance Wealth Partners, LLC 62,413 96.37 65,291 104.13
Covington Capital Management 46,420 96.38 47,340 104.14
Private Advisor Group, LLC 23,593 96.38 23,921 104.13
Miracle Mile Advisors, LLC 18,411 96.36 18,703 104.15
PFG Advisors 15,494 96.36 16,836 104.12
Sargent Bickham Lagudis LLC 11,207 96.37 1,938 104.23
Minichmacgregor Wealth Management, Llc 6,441 96.26 6,673 104.00
Brookstone Capital Management 4,970 96.38 5,253 100.89
Keystone Wealth Services, LLC 4,263 96.41 4,263 104.15
Oxinas Partners Wealth Management LLC 2,915 96.40 2,812 104.20
Cambridge Investment Research Advisors, Inc. 2,909 96.25 2,668 104.20
Parkside Financial Bank & Trust 271 95.94 270 103.70
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 9,269 11,207 96.37 1,938 104.23 478.28
Cambridge Investment Research Advisors, Inc. 241 2,909 96.25 2,668 104.20 9.03
Oxinas Partners Wealth Management LLC 103 2,915 96.40 2,812 104.20 3.66
Parkside Financial Bank & Trust 1 271 95.94 270 103.70 0.37
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 20,837 93,337 96.38 114,174 104.14 -18.25
Perfromance Wealth Partners, LLC 2,878 62,413 96.37 65,291 104.13 -4.41
PFG Advisors 1,342 15,494 96.36 16,836 104.12 -7.97
Covington Capital Management 920 46,420 96.38 47,340 104.14 -1.94
Private Advisor Group, LLC 328 23,593 96.38 23,921 104.13 -1.37
Miracle Mile Advisors, LLC 292 18,411 96.36 18,703 104.15 -1.56
Brookstone Capital Management 283 4,970 96.38 5,253 100.89 -5.39
Minichmacgregor Wealth Management, Llc 232 6,441 96.26 6,673 104.00 -3.48
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
Name Shares PPS
Koshinski Asset Management, Inc. 1,864 104.08
Name Current Shares Current PPS Previous Shares Previous PPS
McAdam, LLC 93,337 96.38 114,174 104.14
Perfromance Wealth Partners, LLC 62,413 96.37 65,291 104.13
Private Advisor Group, LLC 23,593 96.38 23,921 104.13
Miracle Mile Advisors, LLC 18,411 96.36 18,703 104.15
PFG Advisors 15,494 96.36 16,836 104.12
Sargent Bickham Lagudis LLC 11,207 96.37 1,938 104.23
Minichmacgregor Wealth Management, Llc 6,441 96.26 6,673 104.00
Brookstone Capital Management 4,970 96.38 5,253 100.89
Keystone Wealth Services, LLC 4,263 96.41 4,263 104.15
Oxinas Partners Wealth Management LLC 2,915 96.40 2,812 104.20
Cambridge Investment Research Advisors, Inc. 2,909 96.25 2,668 104.20
Parkside Financial Bank & Trust 271 95.94 270 103.70
Name Current Shares Current PPS Previous Shares Previous PPS
Name Shares Added Current Shares Current PPS Previous Shares Previous PPS Percent Increase
Sargent Bickham Lagudis LLC 9,269 11,207 96.37 1,938 104.23 478.28
Cambridge Investment Research Advisors, Inc. 241 2,909 96.25 2,668 104.20 9.03
Oxinas Partners Wealth Management LLC 103 2,915 96.40 2,812 104.20 3.66
Parkside Financial Bank & Trust 1 271 95.94 270 103.70 0.37
Name Reduced Shares Current Shares Current PPS Previous Shares Previous PPS Percent Decrease
McAdam, LLC 20,837 93,337 96.38 114,174 104.14 -18.25
Perfromance Wealth Partners, LLC 2,878 62,413 96.37 65,291 104.13 -4.41
PFG Advisors 1,342 15,494 96.36 16,836 104.12 -7.97
Private Advisor Group, LLC 328 23,593 96.38 23,921 104.13 -1.37
Miracle Mile Advisors, LLC 292 18,411 96.36 18,703 104.15 -1.56
Brookstone Capital Management 283 4,970 96.38 5,253 100.89 -5.39
Minichmacgregor Wealth Management, Llc 232 6,441 96.26 6,673 104.00 -3.48
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