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

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
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
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
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
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
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
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
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
Name Shares PPS
Paragon Wealth Strategies, LLC 510,724 49.78
Orser Capital Management, Llc 63,510 49.79
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
Name Current Shares Current PPS Previous Shares Previous PPS
Newbridge Financial Services Group, Inc. 700 42.86 0
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
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
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