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	221	48.00	49.78	47.88
Previous Quarter	217	297.00	49.78	59.96

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	9	20	24	2	21	5
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	9	2	22	1	19	4
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
Bank Of America Corp /de/	11,775,360	49.78
Morgan Stanley	6,660,568	49.78
Northwestern Mutual Wealth Management Co	4,252,844	49.78
LPL Financial LLC	3,795,781	49.78
Wells Fargo & Company/mn	3,277,782	49.78
Raymond James Financial Services Advisors, Inc.	2,891,226	49.78
UBS Group AG	1,902,271	49.78
Cambridge Investment Research Advisors, Inc.	1,667,913	43.07
Advisor Group Holdings, Inc.	1,640,145	43.56
Mainstay Capital Management Llc /adv	1,605,003	49.78
Carlson Capital Management	1,243,499	49.78
Verity Asset Management, Inc.	1,172,859	0.02
Raymond James & Associates	1,001,452	49.78
Cetera Advisor Networks LLC	886,772	49.78
Royal Bank Of Canada	818,949	49.78
Brio Consultants, LLC	722,711	43.21
Commonwealth Equity Services, Llc	654,209	49.78
McKinley Carter Wealth Services, Inc.	571,351	43.07
Envestnet Asset Management Inc	515,662	49.78
Money Concepts Capital Corp	476,411	49.78

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/	11,775,360	49.78
Morgan Stanley	6,660,568	49.78
Northwestern Mutual Wealth Management Co	4,252,844	49.78
LPL Financial LLC	3,795,781	49.78
Wells Fargo & Company/mn	3,277,782	49.78
Raymond James Financial Services Advisors, Inc.	2,891,226	49.78
UBS Group AG	1,902,271	49.78
Advisor Group Holdings, Inc.	1,640,145	43.56
Mainstay Capital Management Llc /adv	1,605,003	49.78
Carlson Capital Management	1,243,499	49.78
Verity Asset Management, Inc.	1,172,859	0.02
Raymond James & Associates	1,001,452	49.78
Cetera Advisor Networks LLC	886,772	49.78
Royal Bank Of Canada	818,949	49.78
Commonwealth Equity Services, Llc	654,209	49.78
Cambridge Investment Research Advisors, Inc.	625,870	49.78
Envestnet Asset Management Inc	515,662	49.78
Paragon Wealth Strategies, LLC	510,724	49.78
Money Concepts Capital Corp	476,411	49.78
Stifel Financial Corp	474,787	49.78

Recent Quarter Analysis

Recent Quarter 9 New Institutes added position

Name	Shares	PPS
Brio Consultants, LLC	722,711	43.21
Wiser Wealth Management, Inc	287,359	43.07
Ballast, Inc.	195,138	43.07
Bridge Advisory, LLC	39,856	43.33
PCG Wealth Advisors, LLC	21,011	43.07
Financial Management Network Inc	15,106	43.56
Vigilare Wealth Management	8,780	43.05
First Heartland Consultants, Inc.	6,763	43.03
Rothschild Investment Corp /il	4,968	43.08

Recent Quarter 20 Institutes closed out their positions

Name	Shares	PPS
Paragon Wealth Strategies, LLC	510,724	49.78
Orser Capital Management, Llc	63,510	49.79
IFP Advisors, Inc	39,595	47.10
Mid Atlantic Financial Management Inc/adv	22,672	43.71
Hochman Cole Investment Advisors, Inc.	13,056	43.73
Worth Asset Management, LLC	895	46.93
GoalVest Advisory LLC	200	50.00
Spire Wealth Management
Wintrust Investments Llc
Tower Research Capital LLC (TRC)
Larson Financial Group LLC
Stonnington Group, Llc
Total Clarity Wealth Management, Inc.
Amplius Wealth Advisors, LLC
Coulter & Justus Financial Services, LLC
EPG Wealth Management LLC
Ameriprise Financial Inc
Snowden Capital Advisors LLC
Huntington National Bank
Flow Traders U.s. Llc

Recent Quarter 24 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	1,667,913	43.07	625,870	49.78
McKinley Carter Wealth Services, Inc.	571,351	43.07	83,485	49.78
IAM Advisory, LLC	381,342	43.07	364,007	49.78
ACG Wealth	282,109	43.07	274,670	49.78
Private Advisor Group, LLC	257,853	43.07	133,359	49.78
PFG Advisors	137,714	43.07	83,363	49.78
Centric Wealth Management	123,809	43.07	114,653	49.78
Global Retirement Partners, LLC	118,242	43.07	112,927	47.73
Caliber Wealth Management, Llc	111,145	43.07	102,985	49.78
Orion Portfolio Solutions, LLC	97,268	43.07	67,978	49.78
Clarus Wealth Advisors	75,358	43.42	75,589	49.49
HBW Advisory Services LLC	70,651	43.07	68,941	49.78
Brookstone Capital Management	36,273	43.97	4,493	49.41
Calton & Associates, Inc.	27,571	43.05	27,876	49.76
Procyon Private Wealth Partners, LLC	19,009	43.08	4,212	49.86
Global Trust Asset Management, LLC	14,712	43.09	10,112	49.74
Herold Advisors, Inc.	13,370	43.01	13,267	49783.07
Arkadios Wealth Advisors	9,730		24,165	0.04
Strategic Asset Management, LLC	7,225	43.04	4,213	49.85
Koshinski Asset Management, Inc.	6,624		6,501	49.84

Recent Quarter 2 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
HERD - Pacer Cash Cows Fund of Funds ETF	35,485	47.99	15,098	47.16
Newbridge Financial Services Group, Inc.	700	42.86	0

Recent Quarter 21 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,042,043	1,667,913	43.07	625,870	49.78	166.50
McKinley Carter Wealth Services, Inc.	487,866	571,351	43.07	83,485	49.78	584.38
Private Advisor Group, LLC	124,494	257,853	43.07	133,359	49.78	93.35
PFG Advisors	54,351	137,714	43.07	83,363	49.78	65.20
Brookstone Capital Management	31,780	36,273	43.97	4,493	49.41	707.32
Orion Portfolio Solutions, LLC	29,290	97,268	43.07	67,978	49.78	43.09
HERD - Pacer Cash Cows Fund of Funds ETF	20,387	35,485	47.99	15,098	47.16	135.03
IAM Advisory, LLC	17,335	381,342	43.07	364,007	49.78	4.76
Procyon Private Wealth Partners, LLC	14,797	19,009	43.08	4,212	49.86	351.31
Centric Wealth Management	9,156	123,809	43.07	114,653	49.78	7.99
Caliber Wealth Management, Llc	8,160	111,145	43.07	102,985	49.78	7.92
ACG Wealth	7,439	282,109	43.07	274,670	49.78	2.71
Global Retirement Partners, LLC	5,315	118,242	43.07	112,927	47.73	4.71
Global Trust Asset Management, LLC	4,600	14,712	43.09	10,112	49.74	45.49
Strategic Asset Management, LLC	3,012	7,225	43.04	4,213	49.85	71.49
HBW Advisory Services LLC	1,710	70,651	43.07	68,941	49.78	2.48
SFG Wealth Management, LLC.	1,291	6,311	43.10	5,020	49.80	25.72
Newbridge Financial Services Group, Inc.	700	700	42.86	0		0.00
Wolff Wiese Magana Llc	360	1,573	43.23	1,213	49.46	29.68
Koshinski Asset Management, Inc.	123	6,624		6,501	49.84	1.89

Recent Quarter 5 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	14,435	9,730		24,165	0.04	-59.74
AdvisorNet Financial, Inc	902	348	43.10	1,250	49.60	-72.16
Optimum Investment Advisors	420	350	42.86	770	49.35	-54.55
Calton & Associates, Inc.	305	27,571	43.05	27,876	49.76	-1.09
Clarus Wealth Advisors	231	75,358	43.42	75,589	49.49	-0.31

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 9 New Institutes added position

Name	Shares	PPS
Brio Consultants, LLC	722,711	43.21
Wiser Wealth Management, Inc	287,359	43.07
Ballast, Inc.	195,138	43.07
Bridge Advisory, LLC	39,856	43.33
PCG Wealth Advisors, LLC	21,011	43.07
Financial Management Network Inc	15,106	43.56
Vigilare Wealth Management	8,780	43.05
First Heartland Consultants, Inc.	6,763	43.03
Rothschild Investment Corp /il	4,968	43.08

Past Week 2 Institutes closed out their positions

Name	Shares	PPS
Paragon Wealth Strategies, LLC	510,724	49.78
Orser Capital Management, Llc	63,510	49.79

Past Week 22 Institutes averaged down

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Cambridge Investment Research Advisors, Inc.	1,667,913	43.07	625,870	49.78
McKinley Carter Wealth Services, Inc.	571,351	43.07	83,485	49.78
IAM Advisory, LLC	381,342	43.07	364,007	49.78
ACG Wealth	282,109	43.07	274,670	49.78
Private Advisor Group, LLC	257,853	43.07	133,359	49.78
PFG Advisors	137,714	43.07	83,363	49.78
Global Retirement Partners, LLC	118,242	43.07	112,927	47.73
Caliber Wealth Management, Llc	111,145	43.07	102,985	49.78
Orion Portfolio Solutions, LLC	97,268	43.07	67,978	49.78
Clarus Wealth Advisors	75,358	43.42	75,589	49.49
HBW Advisory Services LLC	70,651	43.07	68,941	49.78
Brookstone Capital Management	36,273	43.97	4,493	49.41
Calton & Associates, Inc.	27,571	43.05	27,876	49.76
Procyon Private Wealth Partners, LLC	19,009	43.08	4,212	49.86
Global Trust Asset Management, LLC	14,712	43.09	10,112	49.74
Herold Advisors, Inc.	13,370	43.01	13,267	49783.07
Arkadios Wealth Advisors	9,730		24,165	0.04
Strategic Asset Management, LLC	7,225	43.04	4,213	49.85
Koshinski Asset Management, Inc.	6,624		6,501	49.84
SFG Wealth Management, LLC.	6,311	43.10	5,020	49.80
Wolff Wiese Magana Llc	1,573	43.23	1,213	49.46
Optimum Investment Advisors	350	42.86	770	49.35

Past Week 1 Institutes averaged Up

Name	Current Shares	Current PPS	Previous Shares	Previous PPS
Newbridge Financial Services Group, Inc.	700	42.86	0

Past Week 19 Institutes Increased Positions

Name	Shares Added	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Increase
Cambridge Investment Research Advisors, Inc.	1,042,043	1,667,913	43.07	625,870	49.78	166.50
McKinley Carter Wealth Services, Inc.	487,866	571,351	43.07	83,485	49.78	584.38
Private Advisor Group, LLC	124,494	257,853	43.07	133,359	49.78	93.35
PFG Advisors	54,351	137,714	43.07	83,363	49.78	65.20
Brookstone Capital Management	31,780	36,273	43.97	4,493	49.41	707.32
Orion Portfolio Solutions, LLC	29,290	97,268	43.07	67,978	49.78	43.09
IAM Advisory, LLC	17,335	381,342	43.07	364,007	49.78	4.76
Procyon Private Wealth Partners, LLC	14,797	19,009	43.08	4,212	49.86	351.31
Caliber Wealth Management, Llc	8,160	111,145	43.07	102,985	49.78	7.92
ACG Wealth	7,439	282,109	43.07	274,670	49.78	2.71
Global Retirement Partners, LLC	5,315	118,242	43.07	112,927	47.73	4.71
Global Trust Asset Management, LLC	4,600	14,712	43.09	10,112	49.74	45.49
Strategic Asset Management, LLC	3,012	7,225	43.04	4,213	49.85	71.49
HBW Advisory Services LLC	1,710	70,651	43.07	68,941	49.78	2.48
SFG Wealth Management, LLC.	1,291	6,311	43.10	5,020	49.80	25.72
Newbridge Financial Services Group, Inc.	700	700	42.86	0		0.00
Wolff Wiese Magana Llc	360	1,573	43.23	1,213	49.46	29.68
Koshinski Asset Management, Inc.	123	6,624		6,501	49.84	1.89
Herold Advisors, Inc.	103	13,370	43.01	13,267	49783.07	0.78

Past Week 4 Institutes Decreased Positions

Name	Reduced Shares	Current Shares	Current PPS	Previous Shares	Previous PPS	Percent Decrease
Arkadios Wealth Advisors	14,435	9,730		24,165	0.04	-59.74
Optimum Investment Advisors	420	350	42.86	770	49.35	-54.55
Calton & Associates, Inc.	305	27,571	43.05	27,876	49.76	-1.09
Clarus Wealth Advisors	231	75,358	43.42	75,589	49.49	-0.31

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